Ocorian, a leading global provider of solutions to alternative asset managers, has grown its U.S. footprint with the launch of a dedicated CFO Solutions office in Dallas, bolstering support for alternative investment managers across the region and naming Jason Anderson as senior director and CFO, Dallas.
The Dallas office will provide fractional and full-scope CFO services, financial infrastructure design, and strategic finance leadership to alternative investments firms at every stage of growth. The expansion reflects rising demand from managers who want scalable finance capabilities along with operational resilience, Ocorian said.
“Launching our CFO Solutions presence in Dallas is a natural extension of our commitment to supporting asset managers throughout the full lifecycle of their funds and investments,” Brian Smith, Head of CFO Solutions U.S., Ocorian, said in a statement. “As managers face increasingly complex operating environments, access to seasoned financial leadership and scalable infrastructure becomes essential for achieving sustainable growth.”
He added, “With Jason Anderson leading the Dallas offering, we’re bringing experienced, hands‑on financial leadership directly into one of the most influential private‑capital markets in the U.S., ensuring clients receive the strategic guidance and operational rigor needed to scale with confidence.”
Seeing North Texas as ‘on the rise in drawing investors’
Anderson noted that North Texas is on the rise in drawing investors, adding, “Dallas has emerged as a premier hub for private capital, and our local presence allows us to operate as a true extension of our clients’ management teams. We provide the buy-side experience and institutional infrastructure necessary for alternative investment firms to scale their financial operations. This strategic leadership allows our clients to prioritize front-office growth, removing the operational burden of recruiting, onboarding, and training internal finance staff.”
Vincent Calcagno, head of U.S. Growth at Ocorian, also highlighted the team’s expertise.
“What sets Ocorian’s CFO offering apart is our deep-rooted buyside experience,” Calcagno said. “Not only have our leadership and management teams previously sat on the same side of the table as our clients, they also continue to approach navigating growth, investor relations, operational complexity and change as business partners. As demand accelerates across the U.S., expanding our CFO Solutions footprint ensures managers can access that practical, senior level insight and support wherever they operate firsthand.”
Ocorian said its CFO Solutions forms part of its broader asset servicing capabilities for alternative investment managers, combining experienced finance professionals with scalable operational support.
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