Shane McGreevy

• Oversight and management of all key operational departments including Investments, Compliance, Client Services and Software Development.
• Product development – Launched an ETF which Trajan functions as sub-advisor.
• Provide strategic leadership in areas of Investment Management (Investment Committee Member).
• Development of contracts; sub-advisory, investment advisory agreements and investment policy statements.

• Manage Valuations Oversight Team and provide valuation support around unpriced assets for all registered products within Asset Management.
• Lead quarterly Pricing and Valuation Committee meetings to review and discuss all valuation issues.
• Complete annual due diligence on pricing vendors utilized by Northern Trust.
• Ensured regulatory compliance at all times by implementing robust internal controls systems coupled with proactive monitoring mechanisms.
• Participate in quarterly Board meetings for all the Firm registered products.
• Identified opportunities to improve business process flows and productivity.
• Established and maintained strong relationships with customers, vendors and strategic partners.

Oversee the Operations for a $1.2 Billion registered investment advisor, including portfolio accounting, trade support, settlements, pricing, performance (GIPS) & compliance.

• Actively manage a $2.1 Billion 2a7 Money Market Fund from 2006-2008.
• Manage service provider relationships including fund administration, prime broker & accounting.
• Oversight of LP monthly accounting across various fund structures including schedule k-1 prep.
• Oversaw annual fund financial statement audits & tax preparation (i.e., 1099Div).
• Product development – Successfully built and launched two Mutual Funds.

• US Bancorp/ECM Piper Jaffray