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Chad York

Chad York

Director Fund Accounting / Family Office

Accounting / Finance

Dallas, Dallas

Social

About Chad York:

Highly motivated, proactive, and collaborative financial leader with deep experience in financial services and investment management. An approachable down-to-earth professional with effective interpersonal communication skills to build loyal and trusting relationships

Experience

Prior responsibilities included fund accounting and reporting, development and maintenance of policies and internal controls, supporting fundraising activities, investor relations, lender relationships and agreements, facilitation of sales and acquisitions of portfolio companies, calculation and administration of management fees, capital calls, distributions, carried interest, and cash flow projections.

Education

University of Oklahoma – Price College of Business  |  Bachelor of Business Administration, Accounting 

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