Stone Coast Fund Services

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(207) 699-2680Call Visit WebsiteVisit Website Map & DirectionsDirections2 Portland Sq Ste 6Portland, ME 04101 Write a ReviewWrite Review

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Stone Coast Fund Services

Mutual Funds
Nina is Stone Coast’s Client Manager. She joined Stone Coast in 2014 after spending a decade with a specialty venture capital firm as its Vice President. She was responsible for portfolio company relationships as well as the individualized management and servicing of portfolio company investor relationships while overseeing compliance matters for the firm. Nina also served as a relationship manager with Forum Financial Group, ensuring quality service delivery to mutual fund clients across multiple service delivery segments. Nina holds a BS in Human Development with a concentration in Business from Boston College.

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Phone: (207) 613-7468

TollFree: (888) 699-2680

Location

Two Portland Sq

Neighborhood

Downtown Portland

AKA

Stone Coast Fund Services, LLC

Stone Cast Fund Service

Other Links

http://www.stone-coast.com

https://stone-coast.com

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Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service

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Details

Phone: (207) 699-2680

Address: 2 Portland Sq Ste 6, Portland, ME 04101

Website: http://www.stone-coast.com

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Stone Coast Fund Services

Mutual Funds
Nina is Stone Coast’s Client Manager. She joined Stone Coast in 2014 after spending a decade with a specialty venture capital firm as its Vice President. She was responsible for portfolio company relationships as well as the individualized management and servicing of portfolio company investor relationships while overseeing compliance matters for the firm. Nina also served as a relationship manager with Forum Financial Group, ensuring quality service delivery to mutual fund clients across multiple service delivery segments. Nina holds a BS in Human Development with a concentration in Business from Boston College.
Wealth Management
Bill is the Manager of Business Analysis. Bill joined Stone Coast in 2013 as a Hedge Fund Accountant and was later promoted to an Account Manager role within the Fund & Investor Accounting group. In 2016, he transitioned to the Business Analysis team as an Analyst, where his operational expertise and strong technical aptitude enabled him to progress rapidly to his current role of Manager. Before joining Stone Coast, Bill worked on the Money Markets Shared Services Team within the Accounting and Pricing division of State Street Global Markets. Prior to State Street, he secured several prominent internships whilst attending university, including an extended CIO & Wealth Management Internship at Bangor Savings Bank and undergraduate internships in the Alternative Investment Risk Group at State Street and State Street Global Advisors. Bill earned his BS in Business Administration with an additional major in Finance from the University of Maine.

Accounting Services
Clients are assigned to a small group of four-to-eight accountants and typically can expect to work with that team for years. Within a group each fund is assigned to a primary accountant backed by a review accountant, with all reporting undergoing rigorous checks by both. A fund’s primary accountant (or, in many-fund relationships, the Group Manager) serves as the lead contact for the relationship. Accountants have a broad range of responsibility for only a small number of relationships – often for just a single manager. Their jobs transcend their many finite duties and obligate them to ensure their clients’ overall happiness. Accounting Services include...

Financial Planning

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