Vistra has appointed five key leaders to its North America funds team, namely Frank Anduiza, Christopher Murphy, Sean Ward, Matt Podolsky and Tony Olivo.
in a statement on 7 October, Vistra said the hires recognised the growing need for cross-border solutions among clients in the USA and Canada, plus rising interest from international clients looking to expand and raise capital in North America.
In response, Vistra recently acquired the Phoenix American Fund Administration and Transfer Agency business, “enabling it to provide solutions for retail investors of any scale and is driving a further strategic expansion of its North America Funds team to sharpen its customer focus across this important sector”.
Vistra introduced new Enterprise Account Manager roles designed to ensure that its clients “have a close ally by their side, demonstrating
Vistra’s commitment to putting clients’ needs at the forefront of everything it does”.
Rosemary McCollin, head of funds commercial – Europe, UK and US at Vistra, who is leading this initiative for the Funds
business in the US market said: “Clients can expect an enhanced, seamless and frictionless experience with Vistra as their Enterprise Account Managers work to actively support their expansion plans, help drive solutions and deliver the optimal experience in their partnership with Vistra.
“In the Funds business, I’m delighted to announce our new Managing Director in US Funds, Frank Anduiza, and four new Enterprise Account Managers in his team – Christopher Murphy, Sean Ward and two colleagues who join Vistra as part of our acquisition of the Phoenix American Fund Administration and Transfer Agency business – Matt Podolsky and Tony Olivo. The team look forward to collaborating with our clients and maximising the value they receive from partnering with Vistra.”
Frank Anduiza (pictured)
Based in New York, Frank will be working closely with the Funds Enterprise Account Managers to ensure US clients are
provided with the exceptional service and innovative solutions to drive their growth ambitions. He brings a wealth of
experience from global investment banks Citi, BNY Mellon and most recently, Ultimus LeverPoint Private Fund Solutions,
where he focused on solutions for alternative investment clients across the entire life cycle.
Christopher Murphy
As Commercial Sales Director, he will be expanding North American presence, prioritising the growth of our
alternative investment community and open-ended hedge fund business through strategic marketing, sales, and operational
efforts. Christopher’s extensive background in the financial services industry began with SS&C and he has since held key
roles at Maitland, Gen II, and STP, specialising in closed-end, private equity, real estate, hedge funds and crypto funds.
Sean Ward
As Commercial Sales Director, he will be growing our presence in the North American alternative investment sector,
particularly in private equity, private debt, venture capital, and real estate. He brings rich experience from MUFG, SS&C,
where he was employed in a business development capacity. Sean also spent five years at Bloomberg selling the Core
Terminal and Bloomberg’s OMS, AIM.
Matt Podolsky
He joins us as Vice President of Sales from the former Phoenix American Fund Administration and Transfer Agency team.
Matt will be increasing our presence in the US working with existing and new clients who want to maximise our expanded
scale in the US retail funds market. He’s already supporting clients’ growth strategies as we support their domestic and
international fund objectives. His experience covers the real estate and alternative investment sectors having held key
roles at Inland Securities Corporation, Realty Capital Securities, Atlas Resources LLC and most recently Phoenix American.
Tony Olivo
As Vice President of Sales and joining as part of our acquisition with Phoenix American Fund Administration and Transfer
Agency business, he will promote our deeper and broader end-to-end fund solutions across the entire investment life
cycle to his current and new clients. He’s well-versed in our proprietary technology platform (STAR-XMS) designed to track
investors and investment transactions to assist in fund performance reporting which he and the team continue to refine and
innovate. He brings rich business development experience from Phoenix American, PEF Services LLC and then
commercial experience from Phoenix American again which he rejoined in 2020.
