Compliance Industry Veteran Joins Optima Partners as Director at New York Office

NEW YORK, Jan. 15, 2019 /PRNewswire/ -- Optima Partners, a leading global regulatory compliance and risk management advisory firm, today announced the appointment of compliance industry veteran Portia Amato to Director at the firm's New York office.

Ms. Amato brings nearly two decades of experience in providing compliance services for the investment management industry. In her new role, Ms Amato will be responsible for maintaining client relationships and working with management to drive further growth for the firm, which has more than 500 clients including hedge funds, private equity and venture capital firms, broker dealers, and global banks.

Before joining Optima, she was a Compliance Officer at DRA Advisors, a New York-based investment advisory firm specializing in real estate investment and management services.

Ms. Amato also served as a Compliance Officer at Compliance Risk Concepts, a New York-based compliance consulting firm. At the firm, she was responsible for providing compliance-related services to primarily registered investment advisors and broker-dealers, as well as managing client relationships and supporting new business development.

Earlier, Ms. Amato served as a Vice President-Compliance at New York-based asset management firm Epoch Investment Partners, a wholly owned subsidiary of TD Bank with $42 billion in assets under management, and also worked for several other financial services firm during her career.

Donald Babbitt, a Partner at Optima, commented on Ms. Amato's appointment:  "We are excited that Portia is joining Optima. As we continue to grow our business, our focus is always on hiring talented compliance professionals who are capable of providing our clients with the highest level of advisory services. Her extensive experience working successfully with a large client base is exactly what we are looking for as we expand our team."

Partner Alan Halfenger further commented: "Portia not only brings a strong knowledge of registered investment advisor and broker-dealer regulations, but also a deep understanding of the inner workings of real estate funds.  She will be a tremendous asset for our clients."

Ms. Amato said: "I am very excited to join the Optima team. I am looking forward to working with Optima's clients in helping them to develop and maintain a strong compliance program and adopt best practices needed to successfully navigate through the ever-changing regulatory landscape."

Ms. Amato can be reached at [email protected] or (646) 305- 6400. 

About Optima Partners
Optima Partners is a leading global regulatory compliance and risk management advisory firm providing streamlined and cost-effective services tailored to clients' individual needs.The firm provides a truly global service locally, achieved by ensuring that its industry recognized experts work closely with a diverse group of clients, ranging from hedge funds, private equity firms and investment banks. Optima Partners' unrivalled expertise in the global regulatory landscape, strong relationships with regulators, and a deep commitment to provide clear and practical counsel gives clients the services they need to meet the demands of a complex and dynamic financial regulatory environment. The firm currently advises more than 500 clients across its global offices in New York, San Francisco, London and Hong Kong. For more information on Optima Partners, go to the firm's website at www.optima-partners.com.

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Marc Weinstein
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SOURCE Optima Partners

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