May 5, 2020, Chicago, IL – Great Lakes Fund Solutions, Inc. –a leading administrator and transfer agent for alternative investment fund sponsors– has hired Dan Breen as Managing Director of Business Development.
Mr. Breen’s responsibilities include marketing, product development and sales. “Technology-driven tools to support the advisor/investor relationship are essential in the current environment,” said Breen. “The industry’s objectives are clear. I expect to see ten years of progress in automating alternative investment sales and relationship management processes over the next ten months.”
Dan Breen has 32 years of experience in the alternative investment sector. Previously, he managed trading desks and investor service teams that placed more
than $500 million in over 1,000 REITs, LPs, and other alternative investments. Dan has held a FINRA Series 7 and Series 63 license since 1987. “Dan has worked in the industry since its early days, and his relationships and industry knowledge run deep. Having previously been an active user of transfer agency services, he knows what fund sponsors need, whether they are outsourcing for the first time, upgrading service providers or launching a new program,” said Mark Lancaster, President and CEO of Great Lakes Fund Solutions. “Given Dan’s leadership in secondary market automation, there is nobody better positioned to
contribute to this next phase in the Company’s growth.”
Since 1976 Great Lakes Fund Solutions, Inc. has provided outsourced investor services fund administration to the sponsors of alternative investment programs that are sold through the independent broker/dealer and registered investment advisor distribution channel. Clients of the Company include REITs, private real estate partnerships, oil and gas limited partnerships, public commodity pools and a variety of other public/private alternative investment funds.
Great Lakes Fund Solutions is a registered transfer agent with the U.S. Securities and Exchange Commission, supporting the operational, administrative, banking, IT and other investor-servicing needs of its fund-sponsor clients. Related services provided by the Company include the provision of an intuitive due-diligence data room, physical and electronic sales literature fulfillment and a call center for investors and their financial advisors.
The staff of the Company possesses the highest levels of integrity and operations expertise, which is brought to bear in provision of exemplary automation and
integration with client workflows.
The Company is located in Lake Villa, Illinois, northwest of Chicago.
For more information about Great Lakes Fund Solutions visit http://www.glfsi.com.
Contact: Dan Breen, MD Business Development
Phone: (224) 444-8125
Phone: (224) 444-8121