Jeff Lisle, CFA

Jeff Lisle, CFA, is the Founder and CEO of Fortifinancial, Ltd., a company he established in December 2012.2 With over 25 years of experience in due diligence, accounting, compliance, and operations across both traditional and alternative assets, Lisle has built a significant career in the financial sector.45

Professional Background

Fortifinancial, under Lisle's leadership, provides two core services:

1. Assisting investors with operational due diligence in alternative asset classes
2. Supporting investment managers with operational infrastructure1

The company has grown to serve 61 operational due diligence contracts, including clients such as school endowments, pensions, and Fund-of-Funds, managing hundreds of billions of dollars in assets under management (AUM).1

Career History

Before founding Fortifinancial, Lisle held several notable positions:

• Partner at White Oak Global Advisors (September 2011 - October 2012)2
• Various leadership roles in reputable organizations

Team and Expertise

At Fortifinancial, Lisle leads a team of six analysts, all with experience in alternative assets. Five of these team members have senior buy-side experience.1

Education and Credentials

Jeff Lisle holds the Chartered Financial Analyst (CFA) designation, which is a testament to his expertise and commitment to the highest standards of ethics and professional excellence in the investment industry.24

Location

Lisle is based in West Bay, Cayman Islands, where he operates Fortifinancial, Ltd.3

Jeff Lisle's extensive experience, coupled with his role as the founder of Fortifinancial, positions him as a significant figure in the field of operational due diligence and alternative asset management.