Fund Administration

Contact Lisa Lisa is responsible for the implementation and management of the finance, tax, investor relations, human resources and compliance functions for the firm. Prior to joining the firm in 2004, Lisa worked in public accounting, specializing in taxation. She provided tax compliance for both individuals and pass-through entities. Lisa graduated summa cum laude with…

Contact Karen Karen is responsible for managing the marketing and communications strategies on behalf of Cyprium. She develops and executes content for the firm’s website, social media and print materials, as well as managing press relations, CRM system and event planning. Prior to joining Cyprium, Karen was a Senior Account Executive at Bozell, Wyse Advertising…

Contact Sonja Sonja is responsible for coordinating the day-to-day administrative duties and client relations of the New York office.  Having invested over 20 years at the firm, she ensures the smooth operation of the office and provides extensive support to the investment team. Sonja is a seasoned executive assistant with 35 years in the financial…

Contact Katelyn Katelyn is responsible for the day-to-day operations of the Cleveland office and assists the Chief Financial Officer/Chief Compliance Officer with accounting, human resources and compliance matters. Prior to joining Cyprium, Katelyn was an associate at CM Wealth Advisors where she managed company correspondence, verified transactions and distributions, and processed billing. She also managed…