New York
15 February 2017
Reporter: Stephanie Palmer

Hazeltree hires strategic lead


Hazeltree has appointed Don Jefferis as managing director of strategic accounts, to lead business expansion into new markets.

Jefferis has more than 30 years of experience in professional services, software product management and business development in the energy and software industries.

Previously, he launched the process and technology practice at Opportune LLP, an energy-focused consultancy, where he was a partner and strategic advisor.

At Hazeltree, he will be responsible for expanding and leading business development into strategic markets such as insurance companies, endowments and pension plans.

Sameer Shalaby, president and CEO of Hazeltree, said: “We are consistently seeing increased interest in Hazeltree’s treasury solutions across all areas of the investment management industry, driven by the increasing complexity resulting from regulatory shifts, investment diversification and escalating demands for transparency.”

He added: “With Don Jefferis’s leadership, we are well positioned to expand into a number of additional buy-side markets.”

Jefferis commented: “I became unequivocally convinced that the operational pain that Hazeltree solves for its asset management clients has broader applicability across new markets.”

“In Hazeltree terms ‘active treasury management’ turns treasury operations on its head, from a cost centre to a profit centre, while reducing risk and facilitating regulatory compliance. Perhaps most importantly, ‘active treasury management’ is also emerging as a due diligence topic among increasingly discerning institutional investors in search of greater transparency, systemic risk diversification and a commitment to best practices.”

The appointment follows a spate of new hires for Hazeltree. In November 2016, J.P. Morgan’s Sal Ventura joined as head of client relationship management and Ayman Sakr was appointed to the position of head of worldwide client services.

More news
The latest news from Asset Servicing Times
Join Our Newsletter

Sign up today and never
miss the latest news or an issue again

Subscribe now
ISDA: Transition period essential for post-Brexit derivatives trading
21 August 2017 | New York | Reporter: Stephanie Palmer
The International Swaps and Derivatives Association has urged UK and EU regulators to implement transitional provisions for derivatives trading after Brexit
SimCorp sees extension of Danish mandate
21 August 2017 | Copenhagen | Reporter: Stephanie Palmer
Danish asset manager C WorldWide Asset Management Fondsmæglerselskab has extended its SimCorp Dimension licence agreement to include the Data Warehouse Manager and the SimCorp Coric client communications tool
Liquidnet expands its EMEA team
18 August 2017 | London | Reporter: Jenna Lomax
Strobel will report to Bob Garrett, who is head of technology and based in the New York office
TPAs and managers looking to outsource fintech
18 August 2017 | London | Reporter: Jenna Lomax
Global third-party administrators and asset managers are looking to outsource financial technology at an increasing rate, according to Domenic Ionadi, strategic account manager at Confluence
Boeing and JCP name Northern Trust as global custodian
17 August 2017 | Chicago | Reporter: Jenna Lomax
The Boeing Company has mandated Northern Trust to act as global custodian for its €54 billion defined contribution retirement plan
Whitebox Advisors chooses Broadridge suite solution
17 August 2017 | New York | Reporter: Jenna Lomax
Whitebox Advisors has mandated Broadridge Financial Solutions to transform its technology platform into a fully integrated, hedge fund operation
Allfunds to open office in the Nordics
16 August 2017 | London | Reporter: Jenna Lomax
Fund distribution platform Allfunds plans to open a local office in the Nordic region as it pushes ahead with growth plans across Northern Europe
More news