Beth co-founded Socium, LLC to bring the alternative asset community a private funds focused administrator that combines advanced technology with high-touch consultative client service. Beth has over 25 years of financial services experience in institutional fixed income portfolio management and fund administration. Beth’s passion for providing superior client service has fueled her desire to offer boutique fund services to the private funds industry.
Prior to co-founding Socium, Beth was a Senior Managing Director and the Head of Investor Services for the Alternative Investment Solutions group of U.S. Bancorp Fund Services. In this role, Beth developed and directed the investor on-boarding AML/KYC procedures, and all aspects of investor due diligence and reporting. Before joining U.S. Bancorp, Beth was the financial controller of Hilltown Capital Management’s fixed income credit fund. Beth began her career at Bloomberg LP, followed by Dresdner RCM Capital Management and Seneca Capital Management with a focus on institutional portfolio management.
Beth is a graduate of Rider University with a Bachelor’s of Science in Finance, and is a CFA charter holder.