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We have the experience and expertise to perform a diverse set of Private Equity and Real Estate investment management services, customized specifically to your needs. Our team has decades of experience in dealing with multiple domestic and international private equity and real estate investment funds.
Our mission is to provide an array of innovative accounting and financial services to the PE and RE industries. We can provide turnkey full service accounting functions or customize our service model to meet your unique needs.
FTS Fund Services help private equity and real estate investment managers focus on maximizing investor returns by taking over their middle and back office administrative, accounting, and tax functions. Providing these services more efficiently and responding to investor demands more expeditiously creates operational alpha.
Mike Schiavo has over 30 years of experience in the venture capital and private equity sector, working with companies that include TA Associates, Advent International, MVP Ventures, Parthenon Capital and Kodiak Venture Partners. He also founded CFO Consulting Services, providing services to a number of private equity and venture capital firms. Mike has extensive experience administering funds, structuring partnerships, raising capital, term sheet negotiation and partnership tax return preparation. He holds a MS in Taxation from Bentley University, a Masters in Business Administration from Suffolk University and a Bachelor of Business Administration in Accounting from Siena College. He is an Enrolled Agent, admitted to practice before the Internal Revenue Service. He is a past member of a number of Boards of Directors including Boston Private Bank & Trust Company and KVH Industries (NASDAQ: KVHI). Mike has been a frequent speaker and panelist at industry conferences and is a former adjunct professor at Bentley University.
E-mail: | Managing Director - Fund Administration | Phone: 978.505.7510
Matt Fox joins FTS Fund Services after working as the Controller for private equity firm Monitor Clipper Partners. Prior to this, Matt worked as a senior accountant for Bracebridge Capital LLC and as senior accountant for Numeric Investors.
Matt was educated at Suffolk University where he received his MS in Accounting and his BS in Accounting and Business Administration from the College of Charleston.
Email: | Director - Fund Administration | 617.638.1143
Anna Shaar joins FTS after working for HarbourVest as well as Citigroup, Investors Bank & Trust, and Deutsche Investment Mgmt Americas. During her time at HarbourVest, Anna reviewed partnership investments and worked closely with Fund Managers. She also prepared FBAR, 1099 & FIN 48 analysis, reviewed Form 1042-S & 8805 as well as 1042 & 8804.
E-mail: | Manager - Tax Administration | Phone: 781.718.4285
Jackalynn Rodas-McSharry joins FTS Fund Services after gaining over 15 years of experience with private equity firm Monitor Clipper Partners. Jackalynn now works with FTS as a Fund Administration Manager. Jackalynn was educated at UMass Boston where she received her BS in Accounting and Business Management.
Email: | Manager - Fund Administration | 617.638.1152
Bonny Jaswal works with FTS Fund Services as a Fund Administration Manager. She has 16 years' experience in private equity, starting in the industry as a Senior Accountant at Weston Presidio then transitioning to Manager of a small startup fund administration firm. Bonny received a BS in Operations Management with a concentration in Materials Management from Bridgewater State University as well as a Certificate of Accounting from Bentley University.
Email: | Manager - Fund Administration |
Stephanie Baron has over 20 years of finance and accounting experience. She joins FTS Fund Services as a Fund Administration Manager after working for 12 years as Controller at BayNorth Capital LLC, a real estate investment firm in Boston. Previously, she spent many years as Controller at TA Associates, a private equity firm. Prior to that, she was an Audit and Tax Senior with Deloitte and Touche. Stephanie earned her BS in Accounting, cum laude, from St. Michael’s College and is a Certified Public Accountant (currently inactive).
Email: | Manager - Fund Administration
Keith Earner joins FTS Fund Services after working as an accountant with Monitor Clipper Partners, a private equity firm. Prior to Monitor Clipper Partners, Keith worked as a Portfolio Accountant for State Street in their institutional investor services division. Keith received his BS in Mathematics from Bridgewater State University.
Email: | Senior Associate - Fund Administration | 617.638.1151
Jeanne Polinsky joins FTS Fund Services as a Senior Associate. Having spent 12 years with Weston Presidio as a Finance Associate and the past 6 years at a boutique-style fund administration firm, she has accumulated over 18 years of experience in the private equity industry. Jeanne received her Certificate in Accounting from Northeastern University.
Email: | Senior Associate - Fund Administration |