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Windstream — Investment Operations Alpha
The firm

We power your business, so you can stay ahead in the market

Skilled leadership, unwavering discipline, and unmatched expertise

Management Team

Senior people, directly accountable.

Joe Trentacosta
Joe TrentacostaCEO
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Joe Trentacosta is the CEO of Windstream, leveraging 25+ years of multi-faceted industry experience to improve operational scale and controls for asset managers. Before founding Windstream, Joe was a Managing Director at AQR Capital, where he was responsible for the firm's global investment operations. During his tenure, Joe contributed to scaling AQR's growth from $15b to $225b. He was also an active member of several operating committees, including Counterparty Risk, Operational Risk, Best Execution, and New Product. Additionally, he served as a director of the board for AQR's UCITs funds.

Before joining AQR in 2006, Joe spent several years working for Goldman Sachs Asset Management (GSAM), where he ran a variety of groups, including Vendor Management, Client Onboarding, and Operations for its hedge fund-of-fund business. Joe began his career at Chase Manhattan Bank and received his degree in accounting from St. Francis University.

Lou Sala
Lou SalaPresident
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Lou Sala brings vast experience across all operational areas throughout the financial arena encompassing hedge funds, private equity, mutual funds, and traditional banking. Lou founded and managed the boutique consulting firm Sala Associates, later Avalon Lake Partners, delivering outsourced solutions and strategic consulting to asset managers. Sala's prior roles include: Head of Finance & Accounting for Stone Ridge Asset Management, Head of Trading for Paloma Partners, managing the seeding/incubation platform, VP at Goldman Sachs, working on strategic initiatives including the firm's IPO, and as director of operations at Salomon Brothers, working in US, Hong Kong, London, and Tokyo, supporting revenue-producing businesses.

Lou began his career at Arthur Andersen & Co. and, subsequently, spent 8 years in international banking at Bank Julius Baer and Credit Commercial de France. Lou earned his MBA from Fordham University and his B.S. in Accounting from St. John's University.

Carrie Youngberg
Carrie YoungbergCAO & Client Services
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Carrie Youngberg is an experienced finance professional who has over 25 years of experience in the financial services industry working at firms, such as, Vontobel Asset Management, Morgan Stanley and Goldman Sachs. She has held various leadership roles with expertise spanning across operations, finance, project and client management. She has consistently driven process improvement and enhanced client satisfaction. Carrie has a proven track record of leading cross-functional teams, implementing strategic initiatives, and fostering strong client partnerships.

Carrie began her career at Arthur Andersen & Co. in the MS in Accounting Program where she worked and simultaneously earned a Masters in Accounting from the Stern School of Business at NYU. She earned her Bachelor’s in Economics from Smith College.

Isaac Jimenez
Isaac JimenezHead of Accounting Services and AI
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Isaac Jimenez is a Partner and Head of CFO Services and AI at Windstream Partners, where he has been a member of the firm for five years. He leads the firm’s CFO Services practice, overseeing client relationships, financial reporting, fund accounting, and the development of financial and operational controls. Isaac also leads Windstream’s artificial intelligence strategy, focused on integrating AI across the firm’s operations and service delivery to enhance efficiency, scalability, and the client experience.

Isaac brings more than a decade of accounting and financial services experience. Prior to joining Windstream Partners, he spent eight years at SS&C Technologies, where he most recently served as a Senior Manager within the firm’s fund services group. During his tenure, he managed accounting and operational functions for a range of complex investment management clients and developed extensive experience across fund accounting, financial reporting, and investment operations.

Isaac is a graduate of the University of Massachusetts, where he studied accounting and economics.

Tara Freshwater
Tara FreshwaterHead of Launch Services
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Tara Freshwater is a Managing Director and the Head of Launch Services for Windstream Partners. Tara has held several leadership roles across asset management, investment operations, fund administration and product development.

Before Windstream, Tara was Chief Operating Officer at Seelaus Asset Management where she played a key role in driving business grown through strategic acquisitions, new client relationships, product launches and technology implementation. Prior to Seelaus, Tara spent more than 15 years at Goldman Sachs, where she held several leadership roles including leading firmwide operational initiatives, launching alternative investments, improving operational efficiencies, and generating significant cost savings through strategic vendor management and process improvements.

Tara holds an MBA in International Business from St. Peter’s University and a Bachelor’s in Accounting from Stockton University.

Kevin Eaddy
Kevin EaddyHead of Operations
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Kevin Eaddy is Managing Director, Head of Middle Office at Windstream Partners and a seasoned Hedge Fund operations executive with more than 25 years of experience across middle and back office, trade lifecycle management, and fund operations. Before joining Windstream, he served as a Vice President of Operations at leading firms including Paloma Partners, Asset Management One USA, Leucadia Asset Management, Cowen Investment Management, Incapture Investments and Balyasny Asset Management.

His expertise spans the full range of asset classes, including Futures, Equities, Options, Swaps, Rates, Bank Debt, FX, and Fixed Income. Kevin has overseen daily trade confirmation, reconciliation, settlement, and month-end NAV processes. He has built strong working relationships with Prime Brokers, FCMs, and Fund Administrators such as Goldman Sachs, JP Morgan, Citi, Barclays, UBS, and SS&C.

Before his career in Finance, Kevin served in the United States Navy, which shaped his discipline, accountability, and calm under pressure.

Carsten Jerrild
Carsten JerrildHead of Business Development
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Carsten Jerrild is Head of Business Development at Windstream Partners, which he joined in July 2025. He leads the firm's client development work and works with new clients through onboarding.

Carsten has over 30 years of experience in sales, consulting and relationship management across outsourcing, fintech and fund administration, including more than 20 years in fund administration. Before Windstream, he held senior sales and relationship management roles at IQ-EQ, Apex, Custom House, International Fund Services (IFS)/State Street, Citi and Citco Fund Services. Through that work, he has helped investment managers build the operational, finance and compliance setup they need to launch and grow.

Experience

Partnering for success.

Our edge is illustrated by our leadership team comprised of C-level senior executives with extensive industry knowledge. Our deep understanding of the asset management industry squarely positions us as the leading managed services provider in the market, by partnering with:

Third-party administratorsPrime brokersAccounting firmsLaw firmsIT firmsBanks
50+

Years building and running world-class investment operations teams at the world’s leading asset management firms.

Decades

Of transformation engagements helping managers achieve top-quartile performance in operational efficiency and digital enablement.

15+

Years of collaboration with our Manila team — qualified professionals experienced in fund accounting, delivering cost-effective solutions.

Proven Pedigree

Decades of institutional experience across the capital stack

Shared GS Roots

Senior team worked together at Goldman Sachs Asset Management — one operating playbook, built over years.

Pedigreed Staff

Experience across AQR, Paloma Partners, Citigroup, SS&C — deep bench across trading, ops and fund services.

All Products, All Markets

Vast experience across every product and market, always focused on infrastructure for hedge funds, private equity, venture capital and 40 Act funds.

Privately Owned, Not PE-Backed

Independent ownership means long-term client alignment.

Why Choose Windstream?

Windstream can make scalability a reality with a complete end-to-end portfolio of industry-leading solutions.

We bring expert implementation and a relationship-based commitment to optimize operations, increase margins, and bring products to market.

01

Access to specialized operations and technology skills

The experience to identify architectural gaps, implement tactical and strategic improvements, and uncover cost-savings opportunities

02

Premium technology without investing in a new platform

A scalable technology platform without the associated costs of upgrading and maintaining it

03

Process and people that utilize technology cost-effectively

Longstanding vital relationships that allow us to offer on-demand services and full-service models where all you need to bring is an OMS

04

More flexibility, scalability, and adaptability

Processes and workflows that best meet manager needs and are agnostic to existing in-house capabilities