Wilson Fund Administration Services is a division of Wilson Holding Company which owns and operates the #1 largest hedge fund and private equity associations in the world with over 230,000 global members. To learn more about the depth of our understanding of these industries and our work with fund managers of many types please see our industry leading websites at http://PrivateEquity.com and http://HedgeFundGroup.org. Our team has served over 10,000 clients in 50 countries over the past seven years, we we are a top 5 thought leader in the industry. It is this experience combined with our background in capital raising that allowed us to construct this fund administration service offering for you today.
Wilson Holdings Headquarters: The Wilson Holdings Company was founded in Boston 2006 and our headquarters have since been moved to west coast to Orenco Station in Portland, Oregon with associates and board members in New York, London, Chicago, San Francisco, Sao Paulo, Beijing, and Dubai.
Phone: (305) 333-1155
Fax: (480) 772-4041
|Wilson Fund Administration
3300 NW 185th Ave.
Portland, Oregon 97229
Core Wilson Fund Administration Team
Richard Wilson, Chairman & CEO
Richard Wilson is the founder and CEO of Wilson Holdings and Wilson Fund Administration Services. He is a prominent figure within the hedge fund, private equity, and family office industries, working daily with fund managers and family offices. Richard has written seven books, held 25 of his own live events, and spoken globally in 20 different countries. He founded what is now the largest associations in both the hedge fund and private equity industries with a combined membership of over 235,000 professionals. His past work experiences include risk consulting and capital raising as third party marketer to hedge funds. Richard Wilson has a Bachelors degree in Business Administration from Oregon State University, a M.B.A. from the University of Portland, and he completed some masters level coursework on the psychology of influence at Harvard University.
Theodore O’Brien, Director
Theodore O’Brien has been with our team since the beginning. He is well known for his reporting on the private equity and alternative investment industries. Theo is also responsible for advising on technical aspects including web design, exam technology, and hedge fund product planning. His background is in hedge fund market research, alternative investments and private equity, and he is a frequently published writer on these subjects. Recently he has been moved to the CEO role of our PrivateEquity.com division, leading that web platform from an old dusty directory website into a dynamic media platform and now the #2 most visited website on private equity globally.
Ashley Wirthlin, Operations Manager
Ashley is someone you may have interacted with before, she helps field the over 150,000 emails that we receive each year as well as the 1,000’s of phone calls. Ashley is a critical resource for our team helping make sure that our clients are serviced promptly and that everyone is informed of what we offer at Wilson Holding Company and at Wilson Administration Services. A large part of our success in servicing repeat clients is due to her work with those clients pre and post sale over the phone and email, as we try to get back to everyone who contacts us within 2 hours on business days.
Charlie Barr, Resource Manager
Charlie Barr is Wilson Holding Company and Fund Administration Services video editor. Charlie helps produce video study aides, video recordings of team member speeches at conferences, and resources. Charlie’s background is in conducting market research and investor database product construction projects within the Hedge Fund Group. Charlie has four years of experience working within our business and is currently completing his law degree at the University of Oregon.
Adriana Albuquerque, Director
Adriana Albuquerque helps with human resources, marketing strategy, and thought leadership implementation for Wilson Holdings and Wilson Administration Services. Adriana speakers three languages, has met with investment fund managers and family offices in several different countries, and has been with our team since Day 1 as a co-founder. Adriana’s role going forward is helping strategically guide the brand as we form new partnerships and service a new level of clients in the fund administration and formation areas.
Angela Malone, Operational Support
Angela helps keep the wheels turning at Wilson Administration Services, she serves as a project manager, product improvement specialist, and hands-on operational assistant to the other professionals shown here. Angela’s background in working for a publicly traded corporation brings a level of institutional quality, and high expectations when it comes to client deliverables and media content quality.
Rafael Tassini, Resource Manager
Rafael Tassini was added to our team to help us consistently produce new resources, alumni benefits, and downloadable multimedia from our website. Rafael is focused on resource research and construction and many of the tools you use within our programs were built with his help.
If you have any questions about our team, products and services, please email us at [email protected] or call us at (212) 729-5067. You can also complete our Quote Form to learn more about working together.