Joe Schultz
Global Head, Hedge Fund Strategy, Implementation, and Delivery at Hazeltree
Based in Mahopac, United States
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Seniority
Other
Department
Other
Location
Mahopac
Industry
Financial Services
Company size
140
Contact information
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j•••••••@hazeltree.com
Phone
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Background
About Joe Schultz
Joseph Schultz brings over 25 years of experience as a senior leader in Business Development, Operations, Finance, Compliance, and Regulatory matters at large alternative investment management firms. Joe has formerly held COO, CFO, and CCO roles at fintech and hedge fund firms across a diverse array of strategies. He was most recently the Managing Partner and COO/CFO at Gilded and previously held similar senior roles at SummerHaven Investment Management, Basso Capital, and AIG Trading & Asset Management Groups. His extensive experience includes the design and management of operations, plus building trading systems to support fixed-income broker-dealers, foreign currency options, and commodity groups. He has deep knowledge of blockchain, digital assets, complex structured and OTC derivatives. In all his roles, regulatory reporting, compliance, and risk & governance were a critical part of his operational framework and the cornerstone for his successful execution. He received a B.B.A. in Finance from Baruch College.
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