Siepe Expands Its Presence with New Houston Office Focusing on Growth and Client Service

Siepe Expands Its Presence with New Houston Office



Siepe LLC, a notable provider of software and tech-driven services for private credit and CLO managers, has recently established a new office in Houston, Texas. This expansion marks a significant step in Siepe's growth strategy, following the company's existing presence in Dallas and New York. The new Houston hub is part of Siepe's vision to bolster its offering for credit and alternative investment managers.

The Houston office will be overseen by Teresa Lange Pierson, the Director of Compliance, and Shelly Tokelson, the Director of Middle Office. Both will play integral roles in building specialized teams that offer tailored services to clients involved in private credit and CLO segments. The choice of Houston—a pivotal location for loans and structured finance—positions Siepe to tap into a rich talent pool and stimulate further growth opportunities.

Michael Pusateri, CEO and Founder of Siepe, emphasized the importance of physical presence in fostering stronger team collaboration and organizational culture. He stated, “Establishing a presence in Houston enables us to build more cohesive teams, accelerate onboarding, and strengthen accountability – all of which translate to a higher level of service and responsiveness for our clients.” This response-oriented approach is critical as the firm aims to enhance the client experience through higher engagement levels and reliable service delivery.

Founded in 2012, Siepe has developed a comprehensive range of solutions to facilitate strategic business and investment decisions for managers focused on private credit. The company’s offerings span front, middle, and back-office services, presenting a holistic view of the investment lifecycle. By providing clients with a unified source of real-time data, Siepe allows for increased transparency and improved operational efficiency.

The new office introduction comes on the heels of Siepe’s global outreach, notably its expansion into London, Dublin, and Malaysia at the beginning of Q1 2025. These strategic moves indicate Siepe’s ambition to enhance its involvement in the European market while offering an effective

Topics Financial Services & Investing)

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