HazelTree Fund Services, Inc., a leading New York-based provider of Treasury management services, will be expanding its operations westward with the opening of its newest office in the San Francisco Bay area, headed by Daniel Osborne, former Partner, COO and CTO of Conifer Securities, LLC.
âHazelTree launched in January of this year and already we are servicing clients with a combined AUM in excess of $30 billion,â announced the companyâs CEO Stephen Casner. âGiven our success in New York, coupled with increasing demand from the Pacific Rim, it was a natural next step to expand our operations to the West in order to better serve our clients within this region.â Casner added, âHazelTree knows how to deliver that special edge hedge fund executives need today in order to stay at the top of their game, and Dan and our new West Coast team are further proof of that.â
Operating well ahead of business plan projections, HazelTreeâs success has been driven by client demand for Treasury Suite, its robust Treasury Management solution, as well as the firmâs unique business model.
âThe approach we are taking is very different from your standard technology model in that it allows Hedge Fund executives to improve performance through Operational Alpha, a solution that is strictly value-added,â said Osborne. He attributed the success of HazelTreeâs platform to the fact that it was built by a Hedge Fund for use by other Hedge Funds, with a performance that has been proven over time.
âHazelTree is leading the charge in creating innovative tech solutions for a rapidly changing financial environment,â Osborne added, âand I am confident that we will quickly establish HazelTree as a critical resource for fund services in the West.â