About us

About
Hazeltree

Hazeltree provides innovative cloud-based treasury solutions to investment management firms, delivering enhanced transparency, liquidity, improved performance and risk mitigation.

Hazeltree’s treasury and portfolio finance solutions serve these sectors: hedge funds, asset managers, private equity, real estate investment, pensions and endowments, infrastructure and their service providers.

Our Mission

Pioneering treasury and portfolio finance solutions
that facilitate exceptional performance for investment managers.

Our Values


INTEGRITY

CUSTOMERS

TEAMWORK

EMPLOYEES

SPEED

INNOVATION

COMMITMENT

Leadership

Sameer Shalaby
President and Chief Executive Officer
Sol Zlotchenko
Chief Technology Officer
Marshall Saffer
Vice President, North America Sales
Paul Calderone
Chief Operating Officer
Ayman Sakr
Head of Client Service
Sal Ventura
Head of Client Relationship Management
Sandeep Rawal
Chief Product Officer
Don Jefferis
Managing Director, Strategic Accounts
Jeremy Slade
Managing Director, International
Askin Leung
Regional Managing Director, Asia Pacific
Daniel Zayfman
Chief Information Officer
Michael Parillo
Chief Financial Officer

Our History

2011

Founding Year
Trafelet Delta Funds spins out Hazeltree as a treasury management solution helping hedge fund managers manage their counterparty exposure to protect assets, optimize fees and mitigate risk.

2012-2015

Working with early adopter clients and counterparties to make Hazeltree’s product offering multi-client platform servicing multiple clients.

2016

New CEO, Sameer Shalaby, hires full global management team, establishes first partnership with fund administrator, HedgeServ.

2017

Launch of Hazeltree LiquidityWeb™ with a network of Money Market partners (GSAM, BlackRock, Morgan Stanley, JP Morgan, Federated and HSBC) to facilitate cash sweeps.

2018

Established BNY Mellon partnership to jointly offer cash and liquidity management solution to mutual clients. Established Northern Trust fund administrator partnership.

2019

Hazeltree acquires Enso Financial Analytics to expand portfolio finance product offering. Hazeltree launch Private Markets solution to service private equity, real estate and infrastructure funds. Hazeltree reaches 200 clients globally with $2T managed on the platform.

2020

Hamilton Lane successful implementation of Hazeltree Private Markets.