Atena Sharifi, BA

As Director, Partnerships, Atena is responsible for managing the relationships with the Firm’s clients and investment partners, and for coordinating fund manager information and reporting. In her role, she is the liaison between the operations, client services, and research and due diligence teams, ensuring that all onboarding and ongoing processes and procedures are efficient and streamlined, in order to provide the best client experience to both our investors and suppliers.

Prior to Westcourt, Atena was Associate Vice President on the Marketing and Client Services team at DGAM, an alternative asset manager acquired by The Carlyle Group. At DGAM, Atena worked closely with the management and investment committees to build and strengthen client relationships through the management of client communications. She led the redevelopment of the firm’s marketing materials and provided active input into automating the investor reporting process, working closely with multiple departments to ensure timeliness and accuracy.

Atena holds a Bachelor of Arts degree from Simon Fraser University.