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Southridge Capital Is A Respectable New York-Based Hedge Fund – Check Out Who Leads The Investment Firm

June 25, 2018 - Author: steph

Southridge Capital – legally registered as Southridge Capital LLC – was formed in 1996 solely by Stephen M. Hicks, who at the time had roughly a decade’s worth of experience in portfolio and investment management. Hicks also brought along two degrees with him – a bachelor’s of science in business administration from New York state’s own King’s College, followed up by a master’s of business administration from New York City’s Fordham University.


The early beginnings of Southridge Capital


Prior to founding Southridge Capital without help from any other partner or investor, Mr. Hicks was working for a tiny hedge fund in New York state, the state where he was born, raised, and spent most of his life thus far in. The owner of the hedge fund moved to his own home country of Australia, though – fortunately for Stephen Hicks – he gave Hicks about a year’s notice prior to leaving.


Having built an objectively strong working relationship with the principal of the unnamed hedge fund, the owner was willing to allow Hicks to create his own hedge fund in the year-long purgatory where Hicks would soon discover that his born-with entrepreneurial talents multiplied the effectiveness of his skills in financial services he had accumulated over prior years’ experience.


Here’s what Southridge and Mr. Stephen Hicks are jointly up to today


Hicks works alongside four members of Southridge Capital’s executive management team: controller Narine Persaud, director of research Laurence Ditkoff, chief operating officer Henry Sargent, and portfolio manager Linda Carlsen. Check out



Although the company doesn’t have too many additional employees outside of its management team, Southridge Capital has collectively placed some 1.8 billion dollars’ worth of investments in companies around the globe.


As one might imagine, Southridge Capital has worked with countless handfuls’ worth of big-name organizations, including the likes of the Ridgefield Fountain Landmark, the LounsBury House, the Save a Child’s Heart Foundation, and the Western Connecticut Health Network Foundation, just to name a few – besides, these organizations are only some of the most recent philanthropic endeavors Southridge and founder Stephen Hicks have joined forces with.



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No Comments - Categories: Finance


May 22, 2018 - Author: steph


Michael J Burwell has been named as the new Chief Financial Officer at Willis Towers Watson, an international advisory, insurance and reinsurance broking and solutions company. The company was started in 1828 and has 40,000 employees in over 140 countries. Willis Towers Watson creates and provides risk management solutions, optimizes benefits, nurtures talents and magnifies capitals’ ability to strengthen people and institutions. Their unique perspective enables them to see vital connections between ideas, talents, and assets. A useful formula is driving business performance. Michael Burwell comes in to replace Roger Millay who retires on August 2nd, 2017.


Burwell is a CPA and a graduate of Michigan State University (1986) with a Bachelor of Arts in Business Administration. He has previously worked at Pricewaterhouse Coopers (PWC) for 31 years. He has 11 years’ experience of assurance practice having worked on many audit clients and 12 years’ experience of Transaction Services Advisory. In 1997, Burwell was named partner and started to practice transaction services at Detroit based PWC. Having succeeded in Detroit, he took over the central region PWC leadership and served as the general leader for US Transaction Services.


Burwell was then appointed as Chief Financial Officer in 2007 and 2008 he was also named Chief Operating Officer of all PWC’s business in the US. In 2012, Burwell became the universal Vice Chairman and US Transformation whereby he created change to maximize the effectiveness of the organization to administer over multiple internal functions including Finance, Human Capital, Global Strategic Sourcing, and Technology. In his Tenure, he also served as senior relationship partner on various clients. View Additional Info Here.


Willis Towers Watson’s Chief Executive officer, John Haley, on the news expressed the company’s joy in having Burwell join their leadership team at a crucial point when the company is evolving. He states his confidence on Burwell’s expertise in transactions, finance, and transformation which is best suited for the company’s long-term growth and the remaining integration efforts that will make the company achieve its full potential. He also thanks to the former CFO, Roger, for his exceptional leadership and contribution that has made the company stronger and in a position of future success.


Michael Burwell looks forward to contributing to the company’s success and is impressed with the leadership strength at Willis Towers Watson, its commitment to clients and above all a culture that is inclusive and collaborative.


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No Comments - Categories: Broking Solutions, Business Leader, CFO, Finance, Finance Advisor, Finance Expert, Financial Services, Willis Towers Watson