Mr. Robert Aufenanger joins American Elm Advisors, LLC (“AE Advisors”) as a Senior Advisor to the American Elm team. In this role, Mr. Aufenanger will be advising the American Elm family of companies on the overall business strategy and growth initiatives.
“Having known Bob for over 20 years, American Elm is excited to leverage his extensive experience in the alternative investment and fund administration industries. His guidance will be invaluable as we seek to become a leading alternative investment full service platform providing a variety of compliance, marketing, and distribution services to our clients” says Michael Ponticello, Chief Executive Officer of AE Advisors.
“I have previously worked with Mike and know that he has consistently been able to provide clients with tailored and successful capital raising and distribution solutions in the alternative investment marketplace. Mike and his American Elm team have developed an alternative investment fundraising and compliance model that provides comprehensive services in a manner where each client views them as a key partner and advisor in their business. I am excited to assist Mike and American Elm as they continue to grow their business and partner with their clients” says Robert Aufenanger, Senior Advisor to AE Advisors.
Mr. Aufenanger spent his career in the alternative investment industry, including private equity, hedge funds, hedge fund of funds, equipment leasing, LBO funds and real estate. Mr. Aufenanger was one of the founding members of Broadscope Fund Administrators, and served as the CFO in the Alternative Investment Groups within UBS, US Trust, and Merrill Lynch.
Mr. Aufenanger has extensive experience in managing operational growth. He has over 30 years’ experience in the alternative investment industry and has expertise in private placements, reporting, tax, investor servicing, and compliance areas such as AML, FATCA, CRS, Form ADV, and Form PF. Mr. Aufenanger graduated from St John’s University with a B.S. in Accounting and is a licensed CPA. Mr. Aufenanger dedicates a portion of his time to the not-for-profit industry by actively participating as a board member and a financial advisor for of a number of organizations.
About American Elm
Our mission is to create and distribute innovative alternative investments with the goal of providing more diversified investment solutions. American Elm Advisors offers compliance and distribution consulting services; and our affiliate American Elm Distribution Partners is a managing broker-dealer and multi-product platform raising capital in the retail marketplace. Distribution and Compliance is at the center of American Elm’s mission to become a leading alternative investment fundraising and advisory platform.