Since he founded Constellation in 2008, Boris has focused his efforts on working with alternative and traditional investment management clients, and assisting investors with their accounting, compliance, middle office, governance, due diligence and operational infrastructure needs. Boris is a seasoned executive with over 30 years of investment management experience, he serves as a member of boards of directors and special advisory boards for the bus side. Previously Boris served as CEO, CFO and COO at Dreman Value Management, a $20 billion asset management firm, and Partner and National Hedge Fund Director at Deloitte, where he built and managed the firm’s investment management consulting practice. Other roles include CFO of a hedge fund, Vice President in charge of accounting and administration, and Controller at an investment management firm. Boris received his B.S. degree in Accounting and Finance at New York University and is a Certified Public Accountant in the State of New York.
Since joining Constellation in early 2009, Greg has focused his efforts directing teams on buy side due diligence, regulatory and compliance requirements, operational assessments, internal controls, and working with traditional and alternative investment management clients and their institutional allocators. Across Constellation’s client base, Greg coordinates relationships with executive management, and oversees project execution teams for formal reporting and remediation of any potential concerns of clients. He is responsible for the due diligence and consultative services lines as well as the implementation and ongoing maintenance of client regulatory and compliance programs, including directing teams in response to a client’s regulatory examination or inquiry. Greg has extensive expertise advising hedge funds, private equity firms, investment advisors, endowments, foundations, trusts, family offices, high net worth individuals, fund administrators, prime brokers, and other financial institutions. Prior to Constellation, Greg was employed with Deloitte & Touche where he was responsible for the delivery of alternative investment consultative and attest services to hedge funds and private equity firms. Greg received his Bachelor’s degree with a Double Major in Finance and Economics at the University of Western Ontario. Professional affiliations include the Investment Banking Institute and CAIA.
In her role as Chief Administrative Officer, Lindsay is responsible for developing and executing human resource strategy in support of the overall business plan and strategic direction of the organization. Lindsay oversees all aspects of talent management, organizational and performance management, training and development, and compensation. As a member of the executive management team, Lindsay provides strategic leadership by articulating HR needs and plans around driving employee wellbeing, diversity and inclusion, professional development and retention. In addition, she acts as a client liaison for some of the firm’s premier clients that have heavily focused human resources needs. Lindsay has over 15 years of experience in the management and professional development field. Prior to joining Constellation and IQ-EQ, Lindsay was the Assistant Vice President for a financial institution in North Carolina and spent several years in marketing and training at financial institutions in the Northeast.
Mr. Robert (Bob) Powers serves as Constellation’s corporate Chief Financial Officer, based in the firm’s New York office. Prior to joining Constellation, Mr. Powers spent over 25 years holding various leadership roles in finance. Most recently, he served as Vice President of Finance at Sterling Talent Solutions (Sterling), where he led a global finance team of over 90 professionals accountable for all controllership, tax, treasury, shared services and M&A activities. While in this role, Mr. Powers was responsible for implementing processes that supported company growth from $200 million to $500 million and directing a $1.1 billion leveraged acquisition of the firm by Goldman Sachs. Prior to Sterling, Mr. Powers served as Controller at various publicly traded and private equity owned firms, responsible for financial activities such as financial control, planning and reporting, business analysis and M&A activities, implementing financial strategies, overseeing monthly, quarterly and year end closings and audits. Mr. Powers started his career at PricewaterhouseCoopers, where he spent over a decade within the audit practice. He earned his Bachelors in Accounting from Fordham University and an MBA from Rensselaer Polytechnic Institute. Mr. Powers is a Certified Public Accountant in the state of New York.
Wade leads Constellation’s National Accounting and CFO Practice. He is responsible for overseeing the service delivery, operations and expansion of all accounting and financial support services provided by the firm. Prior to joining Constellation, Wade spent over 25 years in public accounting, most recently as a “Big Four” Partner serving investment management, broker dealer and banking clients domestically and internationally. He has extensive Securities and Exchange Commission reporting, Internal Control, Risk Management, and Mergers and Acquisition experience. His years of significant assignments in both Asia and Europe have provided him with an in-depth understanding of using International Financial Reporting Standards and multi-jurisdictional regulatory frameworks. His work in financial services thought leadership provides him with unique insights into the challenges faced by companies with broad public accountability. Wade is a licensed Certified Public Accountant in the state of New York and a member of the American Institute of Certified Public Accountants.
Paul is responsible for the oversight and provision of advisory and support services to Constellation’s clients with finance and investment operations, middle office infrastructure, information technology, and due diligence needs. Paul has over 17 years of experience with buy side investment management firms, multi-family offices, and custodial banks. He has extensive background in leading middle and back office operations within the alternative and traditional asset management space. Prior to his role at Constellation, Paul was the Director of Operations of Dreman Value Management, a $20 billion asset management firm where he managed a team of operations professionals responsible for all middle office functions including investment accounting, reconciliation, trade support, cash management, collateral management, security valuation, corporate actions, proxy voting and client reporting. Additionally, he served as Director of Operations of a $600 million multi-family office where he managed the day-to-day operations of the firm, including information technology, compliance, administration, finance, human resources, and facilities. Paul received his bachelor’s degree in Global Economics from Stockton University and a MBA in Finance and Real Estate from Rutgers Business School.
Steve leads Constellation’s Southern Regulatory and Compliance Practice. He oversees the development, implementation and ongoing maintenance of clients’ compliance programs, including ongoing execution, conducting annual reviews, mock examinations, and providing advisory services to Constellation’s client base. Steve has over 25 years of legal, regulatory and compliance experience covering registered investment advisers, hedge funds, private equity firms, broker-dealers, and venture capital funds. Before joining Constellation, he served as Senior Regional Counsel at FINRA for 5 years, where he lead the investigation and prosecution of high profile matters relating to broker-dealer violations. Prior to that, Steve was a Senior Enforcement Attorney at the US Securities and Exchange Commission (“SEC”) for nearly 12 years, focusing on various securities law violations within the investment management and securities industry. He began his career serving as a litigator in private practice. Steve earned his Juris Doctor from the Dedman School of Law at Southern Methodist University and is a licensed attorney admitted in the State of Texas.
Lusine leads Constellation’s West Coast Regulatory and Compliance practice. She joined Constellation after serving as Vice President at Cordium, and previously as Legal Counsel and Chief Compliance Officer at Legato Capital Management, LLC. Lusine has over 23 years of experience in regulatory and compliance, including nearly 8 years spent at the U.S. Securities and Exchange Commission (“SEC”) as a Supervisory General Attorney and Attorney-Adviser. Prior to the SEC, she was an attorney at Morgan, Lewis & Bockius, LLP serving investment management clients, a compliance analyst with BA Investment Services, Inc., and an examiner with FINRA. Lusine earned her Juris Doctorate (cum laude) from Tulane Law School and a Masters of Law from Boston University School of Law. She is admitted to the California and Pennsylvania (inactive) Bar.
Bart joined Constellation in 2014 and has since spearheaded the launches of both the San Francisco and Los Angeles offices. He has focused his efforts on establishing and growing Constellation's West Coast presence across private equity, hedge, venture capital, and family offices, as well as investment allocators. Over the past 6 years, Bart has helped launch a variety of investment structures by assisting them in developing their financial, accounting, operations, and compliance infrastructures. In addition, he oversees client relationships and coordinates project execution teams for Constellation’s accounting, compliance, operations, and advisory practices. Bart has deep expertise in a variety of areas of investment management which allows him to assist with operational due diligence projects on behalf of pensions, endowments, and family offices. Prior to Constellation, he spent 10 years as a derivatives trader on both the sell side and buy side. He holds a B.A. in Political Science and Economics from Vanderbilt University.