Our Leadership

Stephanie Miller

President & Chief Executive Officer

Richard Winter

Chief Technology Officer

Ayman Sakr

Chief Client Success Officer

Sandy Weil

Chief Revenue Officer

Vlad Berson

Chief Marketing Officer

Kevin Held

Chief Financial Officer

Scott Metro

Chief Information Security Officer

Tim Smith

Managing Director of Data Insights

Joseph J. Schultz

Global Head of Hedge Fund Strategy

Board Members

Doug Haynes

Executive Chair

Remy Trafelet

Founder, Director

Stephanie Miller

President & Chief Executive Officer

Rick Kushel


Joseph Sambucco


Andrew Smith


Jennifer Theiss


Our Values

Hazeltree is a trusted industry platform that removes transactional friction for the alternative markets through operational value.

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    Do the Right Thing!

    Act based on integrity for the greater good.

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    Be Extraordinary!

    Thrive, don’t just survive.

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    Client First!

    Find a way to say “yes” through innovation and agility.

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    Inspire Flawless Execution!

    Through discipline and rigor, work to achieve excellence.

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    Have Each Other’s Back!

    Client, colleague, and company.

Get Started

Efficient Treasury Management Starts Here.

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