Dallas, TX, October 12, 2023 – Siepe, a trusted provider of technology-enabled services and market-leading compliance and reporting, has appointed Mark Schultis as an Advisor. Mark will work directly with Founder and CEO, Michael Pusateri, and his team as they execute the Company’s growth strategy and expansion of its products, services and data capabilities.
Mark brings over 25 years’ experience in the financial technology and services space, with nearly two decades focused directly in the credit and collateralized loan obligation (CLO) world. Before joining Siepe, Mark was Chief Executive Officer at SE2 LLC, where he led the overall business strategy and guided the company’s client-focused and technology-driven approach to serving the life insurance and annuity markets. Prior to that, Mark was a Partner and Senior Vice President at IHS Markit, where he oversaw the Markit WSO business.
“Fund managers are always looking for ways to improve their tech stack, such as automating the organization of data from private and public company financial reports for investment health evaluations,” said Michael Pusateri. “I’m delighted to welcome Mark as an Advisor at Siepe, as his extensive knowledge and expertise will be invaluable for delivering the products and services our customers need to scale their business and drive alpha.”
“Michael and team have disrupted the current way of thinking, and use cutting-edge technology to increase efficiency and transparency for customers in the credit and hedge fund industries. Siepe is uniquely positioned to expand its capabilities and help transform the way asset managers operate and leverage data to make decisions,” said Mark Schultis. “I’m thrilled to partner with Siepe, and look forward to helping them expand the firm’s capabilities, and drive growth for both Siepe and its customers.”
With market demand for technology-driven solutions rising, Mark joins a team that has already bolstered its senior strategic personnel with the appointments of Ann Kono and Robert Tomicic to Siepe’s Board of Directors in February 2023.