Conor founded TritonLake in 2015 with a vision for bringing together alternative investment opportunities and ultra-high-net-worth investors. Prior to founding TritonLake, from 1997, Conor was a partner at MoneyMate (subsequently Compliance Solutions Strategies), a technology and services business partnering with global investment and wealth management firms. Conor grew this business through partnerships with senior leaders on both sides of the Atlantic, culminating in the strategic sale of this business to private equity-backed Compliance Solution Strategies.  Conor holds an Honours Degree in Engineering from University College Dublin (B.E., 1993), a Higher Diploma (Hons) in International Selling (HDip, 2006), and a Masters in Sales Management (MSc, 2008). Conor holds his Series 7 & 66 licenses.

Jeff has over 20 years of experience in Financial Services, including 10+ years in Fintech. He started his career in various relationship and operations management roles with Citigroup and J.P. Morgan. More recently, Jeff has worked to successfully bring the Regtech platform Silverfinch to market while working for the MoneyMate Group, which was acquired by the global Regtech platform Compliance Solutions Strategies (CSS). He has brought this experience to TritonLake as COO managing our online portal and operations. Jeff has achieved graduate and postgraduate qualifications in communication, business and management with Université Catholique de Louvain (UCL), UCD Smurfit School, and the Open University.

Cody is Managing Director at TritonLake. Before joining TritonLake, he was the head of marketing, business development, and internal operations for Blue River Partners, an outsourcing solution for investment managers. While at Blue River Partners, he was instrumental in building out four new lines of businesses, growing the organization from 30 employees to over 150 employees, and quadrupling the revenue of the firm over four years. Cody began his career in the private wealth management industry, working as an analyst for Tolleson Wealth Management in Dallas, TX, and then as an investment associate in UBS’ Private Wealth Management division, where he was responsible for portfolio construction and management on over $600 million in assets. He is an Energy Risk Professional (ERP) through the Global Association of Risk Professionals (GARP) and received his MBA in alternative assets and investments from Southern Methodist University.

Melissa serves as TritonLake’s Chief Marketing Officer. Most recently, she was Executive Vice President of Global Marketing for Compliance Solutions Strategies, a global regulatory technology company, where she focused on creating and launching the original brand and integrating its underlying products. Prior to that, Melissa was Director of Marketing for Ascendant Compliance Management, a regulatory compliance consulting firm, where she spent 11 years guiding the business from start-up to eventual sale to private equity-backed Compliance Solutions Strategies. Melissa has a Bachelor’s degree from Wheaton College and an MBA in Marketing and Business Administration from DeVry University.

Daniel is a Vice President of TritonLake with over five years capital markets and private equity experience. He began his career as an Investment Reporting Analyst with Hudson Advisors - the asset management arm of Lone Star Funds, a $65B private equity firm investing in distressed assets. Following his time at Hudson, Daniel joined Raglan Capital as a Corporate Finance Executive, where he focused on pre-IPO and IPO projects in the Oil & Gas and Life Science sectors. While at Raglan, Daniel was part of the initial founding team of Open Orphan plc, a London listed specialist CRO pharmaceutical services company. Daniel has an MSc Finance from Trinity College Dublin, is a CFA Level III candidate and holds Series 63 and 7 securities licenses.

Michael joined TritonLake in 2019 and currently serves as a Vice President. Most recently, Michael served as Vice President of Acquisitions with Landmark Dividend, where he was responsible for business development and deal origination. Michael began his career in the wealth management field with National Securities Corporation, where he was responsible for client acquisition and investment analysis. He graduated from Pennsylvania State University in 2016 with a Bachelor of Science degree in Economics. Michael holds his Series 7 and 63 licenses.