Partnering for success

Windstream is a disciplined team with leadership skills
and expertise to help managers succeed

EXPERIENCE

Partnering for Success

Step 1 - Tell Us Your Unique Requirements

50+ years of experience building and running world-class investment operations teams at the world's leading asset management firms

Decades of transformation engagements helping managers achieve top-quartile performance in operational efficiency and digital enablement

Next-generation operating models for partnerships, mutual funds, UCITs structures, institutional separately managed accounts, and more

Leaders in the industry

Joe Trentacosta

CEO, Founder
  • Oversees strategic initiatives, client relationships, and company growth

  • Ensures the adequate resources and systems for outsourced operational activities firm-wide

Phil Benincasa

President, Founder
  • Expands managed service relationships, contract negotiations, and service design

  • Oversees the service delivery, operations and expansion of all operational support services

Debra Penan, CPA

CFO, Partner
  • Performs management companies' financial reporting, accounting, and payroll

  • Oversees internal controls, accounting policies, and financial procedures across clients and the firm

Providing expert advice

Lou Sala

SeniorAdvisor, Business Development
  • Oversees¬†and supports the development of business initiatives

  • Works with marketing leadership to build relationships and drive growth

Kristen Caccavo

Head of Legal Services
  • Advises managers on the set-up and establishment of investment funds

  • Prepares,revises, and reviews offering and conditional documents

WHY CHOOSE WINDSTREAM?

Windstream can make scalability a reality with a complete end-to-end portfolio of industry-leading solutions.

We bring expert implementation and a relationship-based commitment to optimize operations, increase margins, and bring products to market.

Access to specialized operations and technology skills

The experience to identify architectural gaps, implement tactical and strategic improvements, and uncover cost-savings opportunities

Premium technology without investing in a new platform

A scalable technology platform without the associated costs of upgrading and maintaining it

Processes and people that utilize technology most cost-effectively

Longstanding vital relationships that allow us to offer on-demand services and full-service models where all you need to bring is an OMS

More overall flexibility, scalability, and adaptability

Processes and workflows that best meet manager needs and are agnostic to existing in-house capabilities