Vistra expands North America Funds team to sharpen customer focus and deliver progress without friction

Vistra recognises 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 aims to remove the friction associated with the complexity of global business. To make this a reality for clients, Vistra has invested in building trusted and transparent customer relationships through the introduction of new Enterprise Account Manager roles. These roles are designed to ensure that Vistra’s 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 explains, “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

Based in New York, Frank will be working closely with the Funds Enterprise Account Managers to ensure our US clients are provided with the exceptional service and innovative solutions to drive their growth ambitions. Frank 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, Christopher will be expanding our 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, Sean will be growing our presence in the North American alternative investment sector, particularly in private equity, private debt, venture capital, and real estate. Sean 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

Matt 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. Matt’s 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, Tony 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. Tony brings rich business development experience from Phoenix American, PEF Services LLC and then commercial experience from Phoenix American again which he rejoined in 2020.

For more information about Vistra United States, please click here.

For further information, please contact: 

Ellie King                                                                                                            

[email protected]

About Vistra 

Vistra is a leading provider of essential business services to help companies and private capital funds grow across the entire business and investment lifecycle.

Here at Vistra, our purpose is progress. As a close ally to our clients, our role is to remove the friction that comes from the complexity of global business. We partner with companies and private capital managers along the corporate and private capital lifecycle. From HR to tax and from legal entity management to regulatory compliance, we quietly fix the operational and administrative frustrations that hamper business growth. With over 9,000 experts in more than 50 markets, we can accelerate progress, improve processes, and reduce risk, wherever your ambition takes you.

For more information about Vistra, visit vistra.com