Greyline originally launched as Sansome Strategies in May 2013 with a mission to build bespoke outsourced compliance services for financial services firms. Our clients include traditional RIAs, private fund managers, commodity pool operators and commodity trading advisors. These firms engage a valuable partner who realistically assesses risk, minutely tailors processes, takes ownership of core compliance tasks and provides ongoing, high-touch reporting. By leveraging our team’s experience, our clients’ CCOs are uniquely able to stay informed of regulatory developments, better understand their role and manage, at a high level, all of their firms’ compliance obligations. In addition to ongoing compliance support, Greyline offers a number of key services on a project basis, including registrations, compliance policies and procedures, annual reviews and mock regulatory examinations.
Matthew Okolita, CEO
Matthew Okolita is CEO of Greyline Solutions LLC. Prior to launching Greyline, Mr. Okolita was a Managing Director and Head of the San Francisco office of CounselWorks, LLC, a regulatory compliance consulting firm. At CounselWorks, Mr. Okolita was directly responsible for client and employee management in the San Francisco and Dallas offices. Mr. Okolita has extensive SEC, FINRA and CFTC experience having worked for and with premier hedge fund, private equity, venture capital, business development company, and mutual fund managers globally. Mr. Okolita’s experience includes acting in a variety of legal and compliance functions, notably he was General Counsel and Chief Compliance Officer at the Bennett Group of Funds LLC, a mutual fund family and spent nearly five years as the Chief Compliance Officer of Highland Capital Management, L.P. an asset manager with over 30 billion in assets under management in hedge funds, private equity funds, CLOs, mutual funds, and various other products.
Mr. Okolita earned a Bachelor of Arts in Political Science and Economics from Bucknell University and a Juris Doctor from Suffolk University Law School, with Distinction in Business Law and Financial Services.
Jennifer Dickinson, Managing Director of Greyline Solutions
Jennifer T. Dickinson is the Managing Director-Compliance of Greyline Solutions and leads the company’s client services team. Prior to joining Greyline, Jennifer was a Senior Compliance Consultant at Gordian Compliance Solutions LLC where she served as Chief Compliance Officer for three SEC-registered investment advisers and provided ongoing consulting services to many other fund and private client managers. Jennifer has also worked at noted law firms in the financial services space, including Cole-Frieman & Mallon LLP and Pillsbury Winthrop Shaw Pittman LLP. Jennifer began her career in financial services as the Legal and Compliance Administrator at Standard Pacific Capital LLC, a SEC-registered hedge fund manager based in San Francisco. Jennifer’s experience encompasses private funds (hedge, private equity, venture and real estate), family offices, CPOs and CTAs and separately managed accounts. She has handled countless adviser registrations as well as ongoing regulatory filings for advisers across the country; she advises both new and established managers on all areas of their compliance programs.
Jennifer received her undergraduate degree from DePauw University and her law degree from Golden Gate University School of Law, where she was the Editor–in–Chief of the Law Review. She sits on the Steering Committee of the Association of Women in Alternative Investing. She is also a member of the Seattle Alternative Investment Association and 100 Women in Hedge Funds.
Jennifer is a California native who lives in San Mateo, California with her husband Shane.
Annie Kong, Senior Compliance Consultant and Counsel at Greyline Solutions
Annie Kong is a Senior Compliance Consultant and Counsel at Greyline Solutions and provides ongoing consulting services to investment advisers, fund and private client managers on registration and ongoing compliance with state and federal regulations of securities laws. Annie assists in the management of client relationships and the development of operational processes. Prior to joining Greyline, Annie was a Compliance and Operations Analyst at Bivium Capital Partners, LLC, a long-only equity manager-of-managers for institutional pension plan clients. There, she conducted compliance and operational due diligence on SEC-registered investment advisers on the platform, and assisted in the improvement of processes to meet best practices. Annie oversaw and counseled on various legal matters across the firm. Annie holds a BA in Economics from the University of California, San Diego, and a JD from the University of San Diego School of Law. Annie is an active member of the State Bar of California.
Annie is a Northern California native, currently living in San Francisco, who misses the Southern California sunshine. She enjoys cooking and baking, and will always find time for travel and the outdoors.
Gabriella Papesh, Senior Compliance Consultant at Greyline Solutions
Gabi Papesh is a Senior Compliance Consultant at Greyline Solutions and provides ongoing consulting services to investment advisers, fund and private client managers on registration and ongoing compliance with state and federal regulations of securities laws. Prior to joining Greyline, Gabriella served as the Chief Compliance Officer for WestEnd Capital Management, a hedge fund and SEC-registered investment adviser based in San Francisco. In addition to all compliance related matters, she oversaw all operational and client-facing functions for the firm. Ms. Papesh also worked on the sell-side for Telsey Advisory Group as a Director. She was instrumental in setting up Telsey’s broker-dealer and performing all due diligence and registrations. She also spent some years as an agency-only institutional trader and as a sales trader for multiple hedge funds, investment advisers, and research shops. Her career began as an analyst at LPL Financial based in San Diego where she oversaw 200+ advisers and reviewed their accounts daily for compliance red flags. Ms. Papesh has extensive hands-on experience throughout both the buy and sell-sides working in various capacities encompassing private funds (hedge and private equity), broker-dealers, family offices and separately managed accounts.
Gabriella holds a BS in Corporate Finance from San Francisco State University where she graduated Cum Laude. She is an IACCP Candidate and fully registered with the Series 7, 24, 55, 66 and 4.