Profile

Tony Chereso
President & CEO
Institute for Portfolio Alternatives

As President  & CEO of the Investment Program Association, Tony brings over two decades of experience in the financial services industry – from capital markets, due diligence, corporate accounting, finance, audit, customer relations, administration, to sales and marketing. Prior Tony served as the Director of Capital Markets for UDF.  Prior to UDF he served as President aAs President & CEO of the Institute for Portfolio Alternatives, Tony brings over two decades of experience in the financial services industry – from capital markets, due diligence, corporate accounting, finance, audit, customer relations, administration, to sales and marketing. Prior Tony served as the Director of Capital Markets for UDF.  Prior to UDF he served as President and CEO for FactRight, LLC, a leading third party independent due diligence and research firm. Tony oversaw FactRight’s strategic initiatives, business development and operations. Prior to FactRight, Tony was the Director of National Sales for a national real estate syndicator and was responsible for over $225 million in equity raised. His twenty years working for Fortune 100 companies, including eighteen years of corporate finance, tax and audit with Verizon Communications, have provided him with unique leadership expertise and a global business perspective.

Prior to assuming the role of President and CEO, Tony sat on the board of directors of the Institute for Portfolio Alternatives and chaired the finance committee and was a member of the Investment Program Association compensation and Alternative Investment committees. He sat on Alternative & Direct Investment Securities Association’s (f/k/a REISA) board of directors and executive committee, and chaired the finance, due diligence and membership committee.

Tony is a graduate of De Paul University School of Commerce, attended Business School at the University of Dallas, taught for the Institute of Internal Auditors and has been recognized as a distinguished instructor for the Institute of Internal Auditors.
nd CEO for FactRight, LLC, a leading third party independent due diligence and research firm. Tony oversaw FactRight’s strategic initiatives, business development and operations. Prior to FactRight, Tony was the Director of National Sales for a national real estate syndicator and was responsible for over $225 million in equity raised. His twenty years working for Fortune 100 companies, including eighteen years of corporate finance, tax and audit with Verizon Communications, have provided him with unique leadership expertise and a global business perspective.

Prior to assuming the role of President and CEO, Tony sat on the board of directors of the Investment Program Association and chaired the finance committee and was a member of the Investment Program Association compensation and Alternative Investment committees. He sat on Alternative & Direct Investment Securities Association’s (f/k/a REISA) board of directors and executive committee, and chaired the finance, due diligence and membership committee.

Tony is a graduate of De Paul University School of Commerce, attended Business School at the University of Dallas, taught for the Institute of Internal Auditors and has been recognized as a distinguished instructor for the Institute of Internal Auditors.
 


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