Can you tell us about your background? How did you learn about Siepe? I started my career in retirement planning and finance with AIM Management in Houston before moving into the CLO and structured finance space at Chase Bank. I began as a trust administrator working on structured finance transactions and eventually became a relationship […]
What is your role at Siepe? How did you find out about Siepe? And can you tell us about your background? I’m the Senior Director of Collateral Administration Services at Siepe, leading the collateral administration vertical that provides services for CLO portfolio managers. Before joining Siepe, I worked at CitiBank on the transaction management team, […]
Dallas, TX, May 5, 2026: Siepe, a trusted provider of software and technology-enabled services for alternative investment and credit managers, today announced the integration of its Order Management System with Octaura, an electronic trading platform for syndicated loans and collateralized loan obligations (CLOs), enabling straight-through order routing, execution, and trade booking of leveraged loans and […]
Successfully adopting AI requires hedge funds to prioritize secure, reliable and scalable infrastructure. But what does this actually look like in practice? Hedge funds sit on vast volumes of structured and unstructured data, including earnings transcripts, news, research, expert insights, analyst reports, and more. The technology challenge is not the volume itself, but extracting actionable […]
What is your role at Siepe and can you tell us about your background? As Director of Sales at Siepe, I oversee strategic relationships for the firm with a focus on growth across our product verticals, including both software and services. Part of this role also involves creating awareness of who Siepe is, what we […]