Fordham Gabelli School of Business

Miami University

Managing Partner at Essential Fund Services International, LLC

Co-founder and Partner of Essential Fund Services International, LLC ("EFSI") and oversees EFSI's business development and marketing. EFSI is an independently owned SOC 1 compliant full service fund administration firm providing clients with a comprehensive suite of fund administration services.  EFSI offers a cost effective solution to all types of U.S. domestic and offshore fund structures and investment strategies.  The center of EFSI’s service incorporates resilient technology and accomplished staff, providing clients a tailor-made service with exhaustive transparency. 

EFSI provides accounting, reporting and administrative services to the private investment community, including hedge funds, funds of funds, private equity funds, family offices, and separately managed accounts. EFSI differentiates itself by providing clients with a high quality “hands-on” approach as compared to a "one size fits all" solution. Our services allow the investment manager to focus more closely on the investment process knowing that critical administrative functions, normally beyond the investment manager's expertise, are in the hands of skilled, accomplished and seasoned professionals.

Essential Fund Services International, LLC

Managing Partner

Co-Founder & Partner of Pycnocline, LLC, a leading independent private consulting firm focused on providing financial and corporate structuring advice on mergers, acquisitions, restructurings, financings and capital raisings to corporations, partnerships, institutions and governments. We operate and manage a diverse spectrum of solutions to our clients.

Globally, we serve a wide range of clients looking for non-conflicted advice and assistance on their most important strategic issues. Our expertise focuses on financial services, manufacturing, energy, government contracting and a host of industry segments  which  our staff has had personal experience in providing business management and investment solutions. We provide a wide-range of insurance based and global business solutions to reduce tax liabilities, as well as mitigate   personal and business credit exposures. Our expertise and experience in real estate both at home in the United States and globally provides multiple arrows in the quiver of our clients.

Pycnocline, LLC

Oversee all aspects of Operations, Client Relationships, Business Development, and serve as Chief Financial Officer.

Joseph Levato