Steven is the Chief Executive Officer and Co-Founder of Gen II, and possesses more than twenty-five years of experience in private equity administration. Steven served as managing director/co-president of BISYS Private Equity Fund Services, a wholly-owned subsidiary of The BISYS Group, Inc., a NYSE-listed company acquired by Citigroup in 2007. He also co-founded DML Fund Services, a leading administrator of alternative assets and DMLT, Inc., the creator of Investment Café – the leading private equity LP reporting portal acquired by eFront. Steven is a recognized authority in the field of private equity fund administration, structuring, and financial reporting.

Steven holds a Bachelor of Science in accounting from Bentley and is a certified public accountant (inactive); he is also a member of the AICPA and NYSSCPA. Steven was appointed to the Bentley Board of Trustees in 2019. 

Steven is President and Co-Founder of Gen II Fund Services, LLC. He brings to the firm’s leadership and to Gen II clients more than twenty years of expertise in private equity administration. Steven’s oversight encompasses all of the client service team operations for Gen II.

Prior to the founding of Gen II, Steven was a managing director with Citi Private EquityServices, Inc. He served as a senior vice president for BISYS Private Equity Fund Services, and he was a partner of DML Fund Services, a pioneer in the fund services industry. As a recognized leader in the field of private equity fund administration, Steven is a certified public accountant and holds a Bachelor of Business Administration in accounting from Hofstra University.

Norman is a Co-Founder of Gen II and has more than twenty-five years of experience in private equity administration. Previously, Norman served as managing director/co-president of BISYS Private Equity Fund Services, a wholly-owned subsidiary of The BISYS Group, Inc., a NYSE-listed company acquired by Citigroup in 2007. Norman was also a co-founder of DMLT, Inc., developer of the leading private equity LP reporting portal acquiredby eFront. Norman is a recognized authority in the field of private equity fund administration, accounting, and taxation.

Prior to BISYS, Norman co-founded DML, the global leader in private equity fundadministration. He also served as an auditor and tax manager for the internationalaccounting firm, Laventhol & Horwath. Norman serves on the board of trustees for JBFCS and the Dr. Robert C. and Tina Sohn Foundation. Norman is a certified public accountant and a member of the AICPA and NYSSCPA; he also holds a Bachelor of Business Administration in accounting from George Washington University.