Grande & Kerpen Advisory Consultants, LLC
Financial Services - Gilford, New Hampshire, United States
Grande & Kerpen Advisory Consultants, LLC Employees
Grande & Kerpen Advisory Consultants, LLC Details
Grande & Kerpen Advisory Consultants, LLC provides subject matter expertise in the areas of global custody, corporate trust, fund administration, mortgage surveillance and analytics, technology on-boarding, collateral management and other areas of asset servicing. Our team members average over 20 years of experience holding senior level executive positions in both operational and relationship management / sales, and having worked at firms such as JP Morgan, Merill Lynch, BNY Mellon and Navigant Consulting. Our firm is an approved U.S. Federal Contractor and a member of the SAM network.AREAS OF EXPERTISE• Investment Operations and Remediation: Advises law firms, asset managers, insurance companies, and government agencies at the stakeholder level on the optimization on human capital, technology requirements and risk and compliance. Well-versed in middle/back office outsourcing initiatives, hedge fund administration, prime brokerage, and portfolio accounting.• Industry Product: Provides expertise in corporate trust, global custody, compliance and AML / KYC procedures, fund accounting, fund administration, liquidity solutions, collateral management, middle and back-office business models, foreign exchange, execution services, prime brokerage, and securities lending.• Technical Sales and Client Advisory: Advises clients on order management, trade process flow, and product development for custodian banks and asset management firms. Enhances and builds new products to meet the needs for existing clients and prospects. Sources human capital to support new or enhanced business models. • Florida Real Estate: Helping clients locate primary and secondary residences in the South Florida region.
