Vertice Technologies (DBA: AltaReturn) was founded in 2008 by Reinaldo Acosta and Custodio Toledo to deliver a different approach to solutions and services for the private capital and family office markets. The firm’s two-fold mission is to 1) build the single best technology available for the private capital and family office markets and 2) grow, without exception, a client-centric organization where exceptional support and guidance is standard.
Today, AltaReturn powers the back office and reporting needs of some of the most successful private equity, venture capital, real estate, TPA, fund-of-funds and family offices in the world. The firm offers a suite of private capital technology solutions covering fund and management company accounting, CRM, investor portals, portfolio monitoring and business intelligence. These solutions are developed on the Microsoft foundation and available as an integrated suite or as independently subscribed applications.
A History of Growth
AltaReturn supports their clients with offices from around the world including: Miami, New York, Boston, San Francisco, Brazil, Kiev, London, Rotterdam, Hong Kong and New Zealand.
Rey co-founded AltaReturn in 2008 and leads AltaReturn’s global client service organization. Rey has 26 years’ professional experience, 17 of which are within the Alternative Investments industry. Prior to founding AltaReturn, Rey worked for SunGard’s Investran business unit where he led the growth of the implementation consulting team from eight (8) to over forty (40) professionals. Prior to SunGard, Rey was with KPMG Peat Marwick where he spent time in both the Audit and Consulting practices. He holds multiple degrees from Florida International in Finance and Accounting.
Custodio co-founded AltaReturn in 2008 and leads the technology and product development teams. Custodio has 25 years of professional experience, including 21 years focused on the Alternative space. Prior to founding AltaReturn, Custodio was the CTO for Sungard’s Investran Business Unit while also the CTO of Sungard’s VPM Business Unit. Custodio has a degree as a Mechatronic Engineer, Polytechnic School, University of Sao Paulo, Brazil.
Mike oversees all financial reporting for the firm and closely works with the senior management team to ensure the company is meeting its financial, operational and strategic objectives. He most recently worked as an investment banker in Macquarie Capital’s Financial Institutions Group, specializing in the financial technology sector. He started his career as an auditor at PricewaterhouseCoopers working on banking and capital markets clients focusing on internal controls, third party assurance reports, as well as public and private company financial audits. Mike earned his Master of Business Administration from New York University’s Stern School of Business. He completed his undergraduate studies at Villanova University where he earned a Bachelor of Science in Accountancy and a Bachelor of Business Administration.
Beth joined AltaReturn in December 2008 and is responsible for client management. Beth has 30 years of professional experience, including 24 years working on implementations, 19 within the alternative investment industry. Prior to joining AltaReturn, Beth was with SunGard for nine years, supporting the company’s Investran and InvestOne Products. Beth graduated from Lehigh University in Bethlehem, Pennsylvania with a Bachelor of Science degree in Accounting.
Kimberly is responsible for AltaReturn’s implementation teams globally. She joined AltaReturn in 2009 and has over 20 years of software implementation experience, including 15 years servicing the alternative investments industry. Kimberly holds a Bachelor’s degree from Vanderbilt University and is based in AltaReturn’s Miami headquarters.
Steve is responsible for overseeing software development initiatives at AltaReturn. He has 18 years of professional experience, 13 within the Alternative Investment space. Prior to joining AltaReturn, Steve was with SunGard for seven years, where he managed a team of developers dedicated to building financial software solutions. Steve received his degree in Computer Engineering from the University of Miami.
Yuriy joined AltaReturn in 2010 to manage the development of our Fund and Corporate Accounting solutions. He has over 12 years of professional experience in software engineering, specializing in Financial Management Systems and ERP solutions. Prior to AltaReturn, Yuriy led software development teams for Celenia where his department unit worked closely with Microsoft Development Center in Copenhagen, Denmark on building MS Dynamics NAV products. Yuriy received his Masters in Computer Science from Taras Shevchenko National University of Kyiv.
Mark joined AltaReturn in 2010 and is focused on sales and business development for AltaReturn. Mark has 17 years professional experience in the asset management industry, 10 years of which are focused on alternative investments. Prior to joining AltaReturn, Mark worked for SS&C’s TheNextRound (“TNR”) business unit where he was the Vice President of Sales and Client Service. He graduated from Bentley University with a degree in Finance.
Eric Joined AltaReturn in 2012 and is currently the Director of Consulting for our Fund Accounting solution. Eric has 11 years professional experience in accounting for the alternative investments industry. Prior to joining AltaReturn, Eric has held positions as an Associate Director of Fund Accounting for a multi-family office, as well as VP of Fund Administration at a large hedge fund administrator. He graduated from Azusa Pacific University with a B.S. in Finance.
Manuel Villavicencio is Director of Corporate Accounting at AltaReturn. Manuel has worked with private equity clients and other leading asset management firms and fund administrators for over 17 years, leading various business consulting and technology implementation projects. Prior to joining AltaReturn, Manuel was a Senior Manager in Ernst & Young’s Asset Management advisory practice where he spent 6 years advising clients on operational improvement initiatives and vendor selections. Manuel has spoken at a number of industry conferences and has authored whitepapers focused on trends in private equity operations. He is a licensed CPA with a Bachelor of Accounting from Florida International University and a Master of Business Administration from Columbia Business School.
Andre is charged with overseeing the communication of AltaReturn’s value proposition to the private capital and family office markets. He previously worked for Intralinks, where led all product marketing and strategy initiatives for the alternative investments division. He started his career at Thomson Financial and worked at Abbott Capital, a private equity fund-of-funds as well as at PFM Advisors, an institutional investment consulting firm where he oversaw all investment research activities. In addition, Andre was a senior member at an institutionally-focused fund-of-hedge funds. Before joining Intralinks, Andre was the Chief Investment Officer at a NYC-based family office. Andre has a BS in Business Administration with a concentration in Finance from Villanova University and an MS in Information Systems from Drexel University. He is a member of the CFA Institute.
Tony joined AltaReturn in 2014 to spearhead the company’s expansion in Europe, Middle East and Africa. Tony has 28 years’ professional experience, more than 16 of which are directly in the alternative investment industry. Prior to joining AltaReturn, Tony worked for eFront where he was instrumental in establishing their operations in the United Kingdom, Channel Islands & North America. In that time, he held various leadership positions, notably Head of Professional Services for the UK & North America. Tony has a degree in Systems Analysis from the University of West of England and resides in the UK.
Sara joined AltaReturn in April 2016 to lead the company’s expansion into the Asia Pacific region. Sara has 17 years’ professional experience, more than 8 of which are directly in the alternative investment industry. Prior to joining AltaReturn, Sara worked for SS&C Technologies where she was Managing Director for Asia. Previous to that, Sara worked at SunGard’s Investran, where she was responsible for North Asia. Sara is originally from the UK, but has lived in Asia for over 7 years, during which she spent time living in Singapore, Sydney and now is a permanent resident of Hong Kong.
Ana joined AltaReturn in 2017 to lead the establishment of the Project Management Office (PMO) and oversee the organization’s compliance initiatives. Prior to joining AltaReturn, Ana worked at SABMiller as a Director of IT Audit and Risk Management for the Latin America region and led the integration of the regional IT Internal Audit and Risk Management team with the Global IT IA function for ABInBev. Previous to that, she was a Director with KPMG LLP leading the South Florida and Puerto Rico Risk Advisory practice and serving a portfolio of US publicly traded and Fortune 500 clients. Ana holds an Information Systems Engineer degree from Universidad Tecnológica del Centro and has completed executive education in Administration and Finance in the US and Latin America. She owns the PMP, CISA, and CRISC certifications.
Anna Brown joined AltaReturn in 2009 to help development of the firm’s data analytics offerings. She works with data modeling, movement, and visualizations to help AltaReturn offer insights and professional reporting to their client base. Anna worked at a real estate finance firm prior to joining AltaReturn. She has a Masters in Information Science from the University of Florida and various Microsoft SQL Server certifications.