Suzanne C. Espinosa

Funds Administrator


Suzanne Espinosa is a paralegal with 26 years of experience in the investment management group. She assists attorneys and clients with Form N-1A Securities and Exchange Commission filings, Rule 13H filings, Regulation D offerings and Blue Sky matters. Suzanne also assists with EDGAR and corporate affiliates research, audit letter preparation and the formation and dissolution of LLCs and LPs.

Services & Industries



Chestnut Hill College
B.A. in Business Administration (1985)

Philadelphia Institute for Paralegal Training
Paralegal Certificate (1993)

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