PINE Advisor Solutions Overview
Contact top employees from
PINE Advisor Solutions
Summary
PINE Advisor Solutions provides institutional-quality outsourced CFO, regulatory compliance, registered fund officers, fund distribution and operations support services to private funds, mutual funds,...Show more
Industries
Financial Services
Headquarters Location
Employees Size
100-200 employees
Specialties
Outsourced Chief Financial Officer, Regulatory and Compliance Support, Fund and Advisor Launch Services, Operations Support and Consulting, 1940 Act Funds, Hedge Funds, Institutional Separate Accounts, Audit and Tax Coordination, Adviser Registration and Filings, Compliance Program Development and Maintenance, Fund Oversight
Founded
2018
Contact PINE Advisor Solutions
Organization Website
Social Links
Phone Number
+1-720-651-8092
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees positions
In Company
In New Company
Contact top employees from
PINE Advisor Solutions
Peter Sattelmair
Director of PFO Services
Kellie Gignac
Compliance Consultant
Alexander Woodcock
Director; Fund, Broker Dealer and Investment Adviser Chief Compliance Officer
Mindy Cortez
Executive Assistant
Marcie McVeigh
Managing Director, Head of PFO Services
Alexander Dimopoulos
Associate Director
Jake Sundling
Director
Tom Merrill
Director - Private CFO
Stephanie Minson
Director
Chris Jones
Managing Director
Scott Brown
Director
Kevin Dugas
Regulatory Systems Operation Analyst
Derek Mullins
Co-Founder and Managing Partner
Diana Manduca
Associate Director
Jessica Martin
Associate Director of Adviser Compliance Support Services
Mathilde Visnic
Associate Director
Madeline Arment
Director of PFO Services
John Paul Nigro
Associate Director
Amy Siefer
Director
Jason Mudd
Head of Managed Services
Brian MacKenzie
Adviser & Fund CCO | Head of ACSS
Randi Jean Roessler
Director, Compliance Services
Daniel Hess
Director
Karly Christensen
Client Success Manager
Caleb Chambers
Associate Director
Alex Bennett
Associate
Alice Duers
Office Administrator
Marissa Lewis
Compliance Consultant
