About
Us
We understand that fund managers need more than a one-size-fits-all approach. At Phoenix, we prioritize personalized service, building dedicated teams around each client to act as a true extension of their back office. Our commitment to precision, responsiveness, and forward-thinking solutions ensures that fund managers can focus on what matters most: delivering results for their investors.
Paulette Firestone, CEO + Managing Partner
“Behind every smooth fund operation is a team that refuses to cut corners. That’s us.”
Leadership Team
CEO + Managing Partner
Paulette Firestone
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As CEO of Phoenix Fund Services, Paulette leverages over two decades of expertise in finance and family office, infusing her role with a passion for operational excellence, unwavering client service, and a commitment to fostering meaningful relationships within her team and with clients.
Before founding Phoenix Fund Services, Paulette served as CEO and CFO of Hub Management, Inc., a Dallas-based family office. There, she was instrumental in driving growth, streamlining operations, and enhancing profitability.
Enneagram Type 9: THE PEACEMAKER - The Easygoing, Self-Effacing Type.
Stephanie Henwood-Darts
COO + Managing Partner
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As COO of Phoenix Fund Services, Steph’s focus is on ensuring clients are serviced by industry experts with market leading technology. After qualifying as a Chartered Accountant with EY, Steph transitioned into the dynamic world of fund administration. She began her career servicing some of the largest real estate funds in the UK with two leading fund administration service providers before moving into a strategic leadership role within a global fund administration and private client services firm. This eventually led to her relocation to the U.S. in 2022.
Steph is passionate about redefining the value fund administration can provide. Her mission is to ensure fund managers, regardless of size, can leverage timely and insightful data to unlock key advantages and drive success.
Enneagram Type 7: THE ENTHUSIAST - The Busy, Variety-Seeking Type.
Jamie Heo
Managing Director
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Jamie brings over 20 years of accounting experience, with more than 15 years dedicated to the alternative investment and fund administration sector. Her career includes leadership roles at prestigious global fund services firms, including Apex Group and Sanne Group, where she served as Director of Private Equity, as well as an Associate Director position at MUFG. Jamie has also contributed her expertise in-house at Unity Hunt and ING Clarion.
Her extensive experience spans a broad spectrum of investment types such as real estate, infrastructure, oil and gas, fund of funds, secondary funds, litigation financing, and debt funds. Jamie excels in managing both new fund launches and institutional funds, leveraging her deep understanding of complex fund structures and her forensic accounting skills to address and rectify accounting issues.
Jamie has built a strong reputation for client service throughout her career, consistently delivering high-quality results marked by trust, respect, and an unwavering commitment to integrity and professionalism. She is a passionate advocate for professional development, championing a culture that values diversity, continuous learning, ongoing training, and mentoring within her teams.
Jamie is a licensed Certified Public Accountant (CPA) in Texas. She holds a Master of Business Administration (MBA) from Texas Women’s University and a Bachelor of Science in Accounting from the University of Texas at Dallas.
Enneagram Type 1: THE REFORMER - The Rational, Idealistic Type
Client Director
Brian Kieswetter
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Brian is an accounting professional with over 15 years of experience in fund administration, supporting alternative investment funds across multiple strategies and structures. Throughout his career, Brian has worked extensively with private equity funds spanning oil & gas, infrastructure, real estate, and venture capital. His experience also includes hedge funds and segregated funds, giving him a broad and well-rounded persepective across alternative investment vehicles. Brian brings a practical, detail-driven approach to his work, with a strong understanding of complex fund structrues, reporting requirements, and the operational needs of investors and managers. Brian is a Chartered Professional Accountant (CPA) in Ontario, Canada, and holds an Honors Bachelor of Business Administration degree (BBA) from Wilfrid Laurier University.
Our Values
Excellence
Delivering the highest quality in everything we do, setting and surpassing industry standards.
Integrity
Doing what’s right, even when no one’s watching. Our clients trust us to be stewards of their data and partners in their growth.
Client-Centric
Placing the needs and goals of our clients at the forefront of our operations. We have OCD— Obsessive Client Disorder.
Agile
Adapting quickly and impactfully to evolving client needs and industry trends.