Overview
Mr. Carbone’s career reflects a steady progression through senior fund-administration and investment-operations roles where he has managed client relationships, enhanced technology workflows, and built operational excellence programs. He has deep product knowledge across private equity, hedge funds, loan and mortgage portfolios and complex financial instruments.
Experience & Leadership
Mr. Carbone’s career reflects a steady progression through senior fund-administration and investment-operations roles where he has managed client relationships, enhanced technology workflows, and built operational excellence programs. He has deep product knowledge across private equity, hedge funds, loan and mortgage portfolios and complex financial instruments.
Mr. Carbone has held senior roles at Suntera Fund Services, U.S. Bank Global Fund Services and AIS Fund Administration.
Core Expertise
- Alternative Investment Operations
- Private Equity and Hedge Fund Structures
- Process Automation and System Integration
- Client Relationship Management
- Fund Accounting and Administration
- Portfolio Management and Reporting
- Data Reconciliation and Control Frameworks
- Regulatory Reporting and Compliance
Education
B.A. in Finance, Franklin & Marshall College
Minor in Economics