Beth is a senior financial services executive with nearly 30 years of experience across institutional fixed income portfolio management and private fund administration. As Managing Director, Americas at Suntera Fund Services, she leads regional strategy and client delivery, with a strong focus on operational excellence and elevated service standards.
She joined Suntera following the acquisition of Socium, LLC, the private funds-focused administrator she co-founded. At Socium, Beth helped build a technology-enabled, boutique service model designed to meet the evolving needs of alternative asset managers through a combination of advanced infrastructure and high-touch, consultative client engagement. Her commitment to superior client service has been a defining theme throughout her career.
Prior to Socium, Beth served as Senior Managing Director and Head of Investor Services for the Alternative Investment Solutions group at U.S. Bancorp Fund Services. In this role, she led investor onboarding, AML/KYC program development, due diligence processes, and all aspects of investor reporting. Earlier in her career, she was Financial Controller of Hilltown Capital Management’s fixed income credit fund and held institutional portfolio management roles at Dresdner RCM Capital Management and Seneca Capital Management, after beginning her career at Bloomberg LP.
Beth holds a Bachelor of Science in Finance from Rider University and is a CFA charterholder.
