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Joseph Levato
Managing Partner at Essential Fund Services International, LLC
Joseph A. Levato is a Managing Partner and co-founder of Essential Fund Services International, LLC (EFSI), a New York-based private fund administration provider.13 With extensive experience in the financial services industry, Levato has played a crucial role in establishing and growing EFSI since its inception.
Professional Background
Prior Experience:: Before founding EFSI, Levato spent 7 years at Advanced Fund Administration, where he served as Director and Head of North America Operations & Chief Financial Officer.1 In this role, he was responsible for establishing and expanding AFA's United States fund administration operation. He also oversaw the firm's Business Development for 5 years, significantly increasing its client base and annual revenues by 300%.1
Earlier Career::
- Global Chief Financial Officer at Citi Hedge Fund and Private Equity Fund Services (formerly BISYS Alternative Investment Services) for 5 years1
- Vice President of Planning & Analysis at Marsh McLennan1
- Vice President and Group Controller at Revlon Cosmetics for 10 years1
Current Roles
In addition to his position at EFSI, Levato is currently:
- A managing member at Pycnocline, LLC, a consulting firm and private merchant bank1
- Manager of Administration at Apis Capital Management LLC4
Education
- B.S. degrees in Accounting and Finance from Miami University, Oxford, Ohio (1988)1
- MBA in Corporate Finance from Fordham University (1996)12
EFSI Leadership
At EFSI, Levato's experience and process-oriented approach to fund and business administration contribute significantly to the company's success.1 Under his leadership, EFSI has grown to manage $10 billion in assets under administration (AUA) since its founding in 2017.1 The company serves various types of fund managers, including hedge funds, private credit, private equity, real estate, and venture capital.1
Joseph Levato's extensive background in financial services and his leadership at EFSI have positioned him as a respected figure in the fund administration industry.
