Ocorian launches CFO Solutions in Dallas

Ocorian, the market leading global provider of solutions to alternative asset managers, has expanded its U.S. footprint with the launch of a dedicated CFO Solutions presence in Dallas, strengthening support for alternative investment managers across the region.

The Dallas office will deliver fractional and full-scope CFO services, financial infrastructure design and strategic finance leadership to alternative investments firms at every stage of growth. The expansion reflects increasing demand from managers seeking scalable finance capabilities alongside operational resilience.

Brian Smith, Head of CFO Solutions U.S., Ocorian, said: “Launching our CFO Solutions presence in Dallas is a natural extension of our commitment to supporting asset managers throughout the full lifecycle of their funds and investments. As managers face increasingly complex operating environments, access to seasoned financial leadership and scalable infrastructure becomes essential for achieving sustainable growth. With Jason Anderson leading the Dallas offering, we are bringing experienced, hands‑on financial leadership directly into one of the most influential private‑capital markets in the U.S., ensuring clients receive the strategic guidance and operational rigor needed to scale with confidence.”

Jason Anderson, Senior Director, Chief Financial Officer, Dallas, added: “Dallas has emerged as a premier hub for private capital, and our local presence allows us to operate as a true extension of our clients’ management teams. We provide the buy-side experience and institutional infrastructure necessary for alternative investment firms to scale their financial operations. This strategic leadership allows our clients to prioritize front-office growth, removing the operational burden of recruiting, onboarding, and training internal finance staff.”

Vincent Calcagno, Head of U.S. Growth at Ocorian, said: “What sets Ocorian’s CFO offering apart is our deep-rooted buyside experience. Not only have our leadership and management teams previously sat on the same side of the table as our clients, they also continue to approach navigating growth, investor relations, operational complexity and change as business partners. As demand accelerates across the U.S., expanding our CFO Solutions footprint ensures managers can access that practical, senior level insight and support wherever they operate firsthand.”

Ocorian’s CFO Solutions offering forms part of its broader asset servicing capabilities for alternative investment managers, combining experienced finance professionals with scalable operational support.

For more information about Ocorian’s CFO Solutions services in the U.S., please contact: Brian Smith, Head of CFO Solutions U.S.

About Ocorian 

Ocorian is a global leader in fund services, corporate and trust services, capital markets, and regulatory and compliance support.

Unlocking new value for its clients across jurisdictions and service lines is Ocorian’s priority; it manages over 20,000 structures on behalf of 9,000+ clients including financial institutions, large-scale international organisations, and high-net-worth individuals.

Ocorian provides fully compliant, tailored solutions that are individual to clients’ needs, no matter where in the world they hold financial interests, or however they are structured.

The group offers a full suite of corporate, fund and private client services across a network of offices spanning all the world’s financial hubs. Locations include Bermuda, BVI, Cayman, Denmark, Finland, Germany, Guernsey, Hong Kong, Ireland, Isle of Man, Jersey, Luxembourg, Mauritius, Netherlands, Norway, Singapore, Sweden, UAE, the UK, and the U.S. 

To find out more about Ocorian and its services, including regulatory information, visit www.ocorian.com