Hazeltree
Jake Lewit, CPA, is a seasoned financial executive currently serving as Chief Financial Officer at Hazeltree since September 2024. Prior to this role, Lewit held key positions including Director at Exbo Group from October 2019 to September 2024, and Acting Chief Executive Officer at Verto Education from June 2020 to February 2024. Additional experience includes Acting Chief Financial Officer roles at Motivo Health and CareAcademy, and various assurance-focused positions at BDO USA, LLP. Lewit began the career with internships at GlobeTax and Edward Jones. Educational credentials include a Master of Science in Accounting from the University of Pittsburgh Katz Graduate School of Business and a Bachelor of Science in Business Administration with a focus on Accounting from the University of Pittsburgh.
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Hazeltree
HazelTree offers a comprehensive Treasury Management solution enabling hedge funds and institutional investors to clearly view, analyze and optimize all cash rates, pricing on debit/credit balances and collateral balances across all counterparties – from a single vantage point. HazelTree’s proprietary system effectively moves the TreasuryManagement function from the back office to a powerful, proactive performance enhancement and risk mitigation system.