Stephen has been active in the investment funds industry since 2000 and has extensive experience in the establishment of both UCITS and alternative investment funds and in assisting funds to address their ongoing operations and compliance requirements.
At Waystone, Stephen is Executive Director, following its acquisition of KB Associates. Prior to this, Stephen was Executive Director of KB Associates’ AIFMD and UCITS authorised management company, KBA Consulting Management Limited. Stephen has particular experience in the relevant tax reporting requirements to support the distribution of funds in various countries both within the EU and elsewhere.
Previously, Stephen spent twelve years at RBC where he was responsible for the delivery of fund accounting services to a number of key clients. Stephen commenced his career at BNY Mellon.
Stephen holds a Bachelor of Commerce Degree (Hons) from University College Dublin, a Professional Certificate in Investment Fund Services Risk Management and a Certificate and Diploma in Mutual Funds from the Institute of Bankers in Ireland. He is a member of the Association of Chartered Certified Accountants.