Alan Halfenger | Source | Managing Director at Treliant

I am thrilled to be given the opportunity to join the Optima team and I look forward to working closely with the firm's clients to address their specific needs and risks. In my role, it is critical to help CCOs balance the ever-expanding requirements of regulators, boards and investors, with the need to manage costs and compliance headcount.

Optima applies a unique approach that is focused on three critical areas: helping clients in a cost-controlled manner, staying current on regulatory changes and providing responsive, practical and proactive advice to our clients. All of which are critical to helping clients to stay ahead of the curve.