J.B. Blue • Founder, Managing Director
J.B. Blue has over 18 years of experience in the asset management industry. He was previously the SVP, Chief Compliance Officer and Director of Operations for 361 Capital. J.B. was responsible for overseeing 361’s operations and compliance department. Prior to joining 361 Capital in 2010, J.B. spent eight years at Janus Capital Group and was an instrumental player in their mutual fund and separate account operations. In 2009, he was named the “Janus Employee of the Year”. J.B. started his career at ALPS.
J.B. earned the Certificate in Investment Performance Measurement (CIPM) and holds a Bachelor of Science degree in Business Administration from the University of Colorado and a Master’s of Business Administration from the University of Denver.
Family time, cycling and skiing are some of J.B.’s favorite past-times. J.B. and his wife are Colorado natives. They live in Denver with their three young kids and two guinea pigs (regrettably).
Close
Derek Mullins • Founder, Managing Director
Derek Mullins has over 25 years of experience in the asset management industry serving as a Chief Financial Officer, Fund Treasurer and Director of Operations. Previously, he was the Director of Operations for ArrowMark Partners, a $25 billion diversified asset management firm. Derek also served as the Chief Financial Officer of Arrowmark’s proprietary mutual fund trust. Derek was responsible for the management of the financial and tax operations for ArrowMark’s investment products and had oversight over the firm’s service providers, including fund administrators, custodians and prime brokers, transfer agents, legal counsel, independent auditors and tax professionals. Prior to joining ArrowMark Partners, he served in senior level management positions with Black Creek Capital and ALPS Fund Services.
Derek graduated from the University of Colorado with both a bachelor’s degree and a master’s degree in Finance. He currently serves on the Board of Concierge Technologies.
Derek is a Colorado native and tries to play golf and tennis with his wife and two daughters as much as possible. They live in Denver with their golden Oxford.
Close
Elizabeth Anth • Director
Elizabeth is an experienced financial investment industry professional from working with a well-known investment company, mutual fund organization, broker-dealer and premier managed account program. Elizabeth began her professional career at OppenheimerFunds, and prior to joining Pine Advisor Solutions served as Chief Compliance Officer and was responsible for the implementation and oversight of the James Alpha Management and Easterly Funds LLC investment advisor programs. She was also Chief Compliance Officer of FDX Capital LLC a limited broker dealer. Elizabeth holds a Bachelor of Science in Business Administration from University of Phoenix with emphases in Finance and Accounting and Master of Business Administration with emphasis in Finance and Accounting from Regis University.
She holds her Series 7, 24 and 66 registrations. Elizabeth was born and raised in California and moved to Colorado as a young adult. She enjoys running, working out at the gym, hiking and spending time with friends and family. She lives in Highlands Ranch with her husband Jim and Goldendoodle Champ.
Close
Madeline Arment • Director
Madeline Arment has over 11 years of experience in the financial services and fund administration industry. Most recently she was a Fund Controller with SS&C ALPS Funds Services within the fund administration team providing support for a variety of regulated funds. In this role, she provided oversight of fund audits, SEC filing requirements, board reporting, fund expenses and budgeting. She also spent over four years with the SS&C ALPS Fund Services tax administration team providing tax support for funds. Additionally, she managed the Investment Operations team for Shelton Capital Management with tasks ranging across the advisor, regulated mutual funds and separately managed accounts.
Madeline received her Bachelor of Arts degree in Economics and Spanish from Colorado State University and her Master of Business Administration with a focus in finance from the University of Colorado at Denver.
In her free time, Madeline loves to cook and spend time with her husband and daughter.
Close
Cory Gossard • Director
Cory Gossard, Director of Regulatory Compliance for PINE Advisor Solutions, is a seasoned Fund and Advisor Chief Compliance Officer with 25+ years of experience in the asset management industry. He has deep ability in client relationships, strategy, operations, AML and risk mitigation. He serves as subject matter expert for the duties outlined in Rule 38a-1 & 206(4)-7, as well as business development, operations oversight and financial responsibilities. Cory began his career at Citibank and held progressive operational, compliance, program management and global client relationship roles over an 18-year tenure. After Citi, he joined SS&C ALPS as the Chief Compliance Officer. As CCO for SS&C ALPS, he held responsibilities for firm compliance, AML, risk management, portfolio compliance, internal audit, vendor oversight and outsourced CCO services. In addition to serving as the CCO for SS&C ALPS, Cory also served as Fund CCO for: SPDR S&P 500 ETF Trust, SPDR DJIA ETF Trust, and SPDR S&P MidCap 400 ETF Trust with aggregate AUM in excess of $350 billion.
In support of a growth culture, Cory is known for enhancing processes, creating efficiencies, increasing revenues and successfully working with multiple regulators throughout the exam process. In addition to his day-to-day responsibilities, Cory prides himself on genuine relationships with clients and boards.
Cory holds a degree from Heidelberg University, FINRA Series 7 and ACAMS Certification.
Close
Chris Jones • Director
Chris Jones has over 16 years of experience in the asset management industry. Previously, he was Vice President of Business Development for SS&C ALPS, the largest global Alternative Investment Fund Administrator, where he was responsible for new business growth. Prior to his work in Business Development he served as Vice President of Fund Administration for ALPS Alternative Investment Services where he was responsible for accounting, financial reporting and client relations. Chris received his B.A. from The University of Colorado Boulder in Economics and currently serves on the Help For Children Denver Board.
Chris is a native of New Jersey but has spent his adult life in Colorado. Chris enjoys biking, golfing, traveling, sports and spending time with his family. He lives in Denver with his wife Katie and sons Cooper and Miles.
Close
Brian MacKenzie • Director
Brian has over 16 years experience in Investment Compliance. Previously, he was the Head of Portfolio Surveillance and Reporting at Janus Henderson Investors. Brian’s responsibilities covered regulatory filings, client reporting, account management, trade surveillance and team leadership. During his tenure, he oversaw the Compliance aspects of over sixty new global product launches, ranging from registered funds and ETFs to separately managed portfolios. Brian began his Compliance career at Brown Brothers Harriman in Boston, MA where he was Vice President and Head of Portfolio Compliance for North America.
Brian received his B.A. from The University of Massachusetts, Amherst.
In his spare time, you’ll find Brian exploring the Colorado Backcountry on his snowboard or mountain bike. He resides in Centennial with his wife and newborn daughter along with their labradoodle Ralphie.
Close
Marcie McVeigh • Director
Marcie McVeigh has over 20 years of experience in the financial services and asset management industry. In her current role at PINE, she serves as the Principal Financial Officer/Treasurer or Assistant Treasurer for a variety of 1940 Act registered products, including interval funds, ETFs, open and closed-end funds.
Prior to joining PINE, she held positions at Brown Brothers Harriman, American Century Investments and State Street Bank, where she focused on investment company financial and regulatory reporting, service provider oversight, audit oversight, expense budgeting/processing, and compliance testing for various registered mutual fund clients.
Marcie earned her Bachelor of Science degree in Business Administration from the University of Kansas.
In her free time, Marcie enjoys concerts, traveling and spending time with friends and family, particularly her husband, daughter and son.
Close
Tom Merrill • Director
Tom has over 9 years of experience in the asset management industry. Most recently he was a Senior Associate at TPG Global where he managed the accounting and finance functions for 356 private equity entities totaling $22 bn in commitments. Previously, he worked at ALPS fund services as a supervisor in the alternative investments group, overseeing the administration of 40 funds.
Tom earned his Master of Science in Finance from the University of Colorado and his Bachelor of Arts in Economics from the University of Denver. Tom has passed level III of the CFA and is currently applying for membership with the CFA institute.
He enjoys bicycling to Boulder when he is not studying for the CFA Program.
Close
Stephanie Minson • Director
Stephanie Minson has over 13 years of experience in the asset management industry. Previously she was Assistant Vice President of Alternative Investments Fund Administration at SS&C ALPS where she managed a team of 8 people that administered over 100 funds. Her team was responsible for preparing monthly and quarterly NAVs and year end financial statements for hedge funds, fund of funds, private equity funds and separately managed accounts. She was also the relationship manager for several top clients, each with over $3B in assets under management. Prior to being on the Fund Administration team Stephanie was on the Conversion team at ALPS and was responsible for onboarding mutual fund clients in the Transfer Agency.
Stephanie earned her Bachelor of Science degree in Finance from Colorado State University- Fort Collins.
Stephanie is a Colorado native and moved to Denver after college. In her free time, she enjoys spending time with her family.
Close
Randi Roessler • Director
Randi has over 16 years of experience in compliance in the asset management industry. Prior to joining PINE, she served as the Chief Compliance Officer for Davis Selected Advisers, L.P., the Davis Funds, Selected and Clipper Funds, the Davis Select Fundamental ETF Trust and Davis Distributors, LLC, a limited-purpose broker dealer. During her tenure at DSA, her responsibilities included leading a team in monitoring all aspects of firm and fund compliance, including Code of Ethics oversight, trade surveillance and portfolio monitoring, regulatory filings, proxy voting, and board support. In 2016, she was awarded one of three FINRA small firm scholarships to attend the FINRA Institute at Wharton Certified Regulatory and Compliance Professional (CRCP) program and maintains the CRCP certification, as well as FINRA Series 6, 63 and 26 licenses.
Randi received her MBA from the University of Arizona and her BS and BM from Ithaca College. In her spare time, she is a runner, yogi, and reluctant dance mom.
Close
Peter Sattelmair • Director
Pete Sattelmair has over 23 years in the financial services and asset management industries. In his current role as Director of CFO Services at PINE Advisor Solutions, he supports a variety of 1940 act products including closed-end funds, interval funds, BDC’s and ETFs. Pete currently serves as the PFO/Treasurer and Assistant Treasurer for multiple funds.
Prior to joining PINE in 2021, Pete spent 7 years at Transamerica Asset Management where he served as the Director of Fund Operations and Assistant Treasurer of a wide range of registered products with AUM of $80+ billion. In his roles at Transamerica Asset Management Pete was responsible for the oversight of all aspects of the funds including fund accounting, custody, fund administration, valuation, and oversight of third-party vendors.
Before joining Transamerica Asset Management in July 2014, Pete spent 15 years working at State Street Bank in various fund accounting and fund administration roles and locations including Boston, MA and Kansas City, MO. Pete left State Street as a Vice President of Fund Administration.
Pete obtained his BS in Business Management from the University of Massachusetts, Dartmouth.
In his free time, Pete stays busy helping his wife chase their 3 daughters and goldendoodle around the house and shuttling them around to their various activities. He has embraced all Colorado has to offer and enjoys skiing with his family in the winter and traveling around the state checking out all of the great hiking trails, camping spots and music venues.
Close
Jake Sundling • Director
Jake Sundling has over 11 years of experience in the asset management industry. Most recently, he spent the previous 2 years working as a Fund Accounting Manager at MG Stover & Co., where he led a team of accountants covering all aspects of fund administration for over a dozen funds, specializing in Digital Asset accounting and administration. Prior to that he started his career at SS&C ALPS, holding a variety of roles before eventually landing as the Assistant Vice President of Fund Administration, where he oversaw all aspects of the private fund administration department. Jake graduated from the University of Colorado with a bachelor’s degree in Business Administration with an emphasis in Finance as well as an Economics minor.
Close
Alex Woodcock • Director
Alexander has over a decade of experience working for global financial services firms in compliance and risk oversight roles across a broad range of product and business lines. In his role at PINE, Alexander is appointed as Fund or Adviser Chief Compliance Officer to clients, implementing and overseeing their compliance programs.
Prior to joining PINE in April 2022, Alexander was VP of Compliance Services at SS&C ALPS where he was responsible for leading the Compliance Services team, managing the delivery of Fund CCO Support to 10+ client Trusts and Post Trade Compliance testing services to 70+ fund families; as well as oversight of corporate compliance, Code of Ethics and AML programs.
Earlier in his career, Alexander progressed through a series of roles at OppenheimerFunds, Julius Baer, Bank of America Merrill Lynch, and UBS. Alexander has also participated in several ICI, NICSA and SIFMA industry working groups. Alexander received a Bachelor of Science with Honors in International Business and Economics from Aston University, England. Alexander is a Certified Anti-Money Laundering Specialist, achieved Level 3 Certifications for Securities and Financial Derivatives from the Chartered Institute for Securities and Investment, and previously held FINRA registrations for Series 7 and 24.
Close
Vinolia Anderson • Associate Director
Vinolia Anderson joins PINE from Janus Henderson Investors where she completed a compliance training program supporting both the investment and corporate compliance functions of the business. Vinolia recently received her Master’s in Finance with a concentration in Project Management from Colorado State University. She earned her Bachelor of Commerce, with a triple major in Business Finance, Economics and Risk Management from the University of the Witwatersrand in South Africa, where she was born and raised. When she is not working, she enjoys tending to her growing collection of house plants, exploring culinary offerings around Denver with her husband, connecting with loved ones, sewing, hiking, camping, and reading poetry.
Close
Scott Brown • Associate Director
Scott Brown brings a decade of professional experience across several industries. He spent over 5 years in banking with Steele Street Bank and Trust and MidFirst Bank in Denver Colorado, becoming Assistant Vice President of Commercial Banking. A participant in Downtown Denver Partnership’s Leadership Program in 2017 and member of the Downtown Denver Partnership’s Membership Experience Committee, he played an integral role in the conceptual design of the Downtown Denver Loop Project. Scott left the Banking industry to pursue real estate investment opportunities on Maui’s west side where he supported the real estate investment portfolio for several clients.
Scott joined PINE in 2020. He brings to the team his ability to develop lasting client relationships and a fundamental understanding of the asset management industry. Through his strong abilities in risk-based, Adviser compliance program development, interpersonal communications, and risk mitigation, he has been able to support the compliance programs of 15 separate Advisers.
Scott earned his Bachelor of Science in Business Administration and Finance from Regis University in Denver, Colorado where he graduated with honors and was a four-year NCAA Men’s Soccer student athlete. He is a Colorado native, born and raised in Greenwood Village. In his free time Scott enjoys playing golf and squash, backpacking, and skiing.
Close
Alex Dimopoulos • Associate Director
Alex Dimopoulos joins PINE from SS&C ALPS where most recently he served as a Supervisor on the Alternative Investments Fund Administration team. He served as the primary contact for several clients which collectively totalled over $1.5B in assets under management. In addition to preparation and review of monthly and quarterly NAVs, Alex produced and edited the year end financial statements for a variety of fund structures and acted as the liaison directly with various audit teams. Prior to operating on the Alternative Investment side at SS&C ALPS, Alex spent two years working on their Mutual Fund accounting team reconciling a wide scope of different investments.
Alex earned a dual Bachelor of Science degree in Finance and International Business from the University of Denver and is currently pursuing a CFA charter.
He is a native of Florida but appreciates everything Colorado has to offer, especially winter sports and hiking the state’s 14er’s.
Close
Collin Whitten • Associate Director
Collin Whitten has three years of experience specific to regulatory compliance and holds a Certified Securities Compliance Professional (“CSCP”) designation. Before joining PINE, he worked with AdvisorLaw, LLC to establish a new regulatory compliance support service and held the title of Senior Compliance Analyst. Prior to working in the regulatory compliance space, Collin was employed as a Board-Certified Music Therapist working with populations including children and adults with physical and developmental disabilities and adults with dementia. He received a Bachelor of Music in Music Therapy from the University of Alabama.
Collin, who grew up in Alabama and Mississippi, was brought to Denver by his wife. Since relocating, he has discovered a love for skiing and hiking, but what he loves most is family time with his wife, Laura, and daughter, Rowan.
Collin, who grew up in Alabama and Mississippi, was brought to Denver by his wife. Since relocating, he has discovered a love for skiing and hiking, but what he loves most is family time with his wife, Laura, and daughter, Rowan.
Close
Gary Casso • Associate
Gary Casso joins PINE after recently graduating from Metropolitan State University of Denver. Gary has six years of accounting experience working for a small enterprise software company. Responsibilities included maintaining accurate books and records, preparing and analyzing financial statements, and creating cash budgets to help the Company achieve its financial objectives.Gary earned his Bachelor of Science in Accounting and Finance from Metropolitan State University of Denver, Colorado where he graduated summa cum laude.
Gary was born and raised in Colorado. He enjoys skiing, hiking, climbing, and spending time with his wife and family.
Close
Katie Dolan • Associate
Katie Dolan joins PINE after graduating from the University of Colorado, Boulder in May 2022 where she double majored in Political Science and Communication. Prior to joining PINE, Katie worked as a project coordinator for a life sciences company, where she prepared project files to be translated, communicated with linguists, and delivered finished files to clients. She also worked as a legal intern for a home warranty company where she performed ESG compliance duties and helped build the company’s first sustainability report. In her free time Katie enjoys activities like yoga, tennis, and skiing, as well as spending time with her friends and family.
Close
Jordan Duran • Associate
Jordan has over 3 years of experience in the Financial Services industry. In previous roles, he has obtained his Series 7 and spent time facilitating the securitization of Residential Mortgage Backed Securities. Jordan is very customer service oriented and strives to give anybody he works with the best experience possible. Jordan graduated from Arizona State University in 3 years with a Bachelor of Science in Business Entrepreneurship. In his free time, he enjoys spending time with family, friends, and working out.
Close
Ashley Jacobs • Associate
Ashley Jacobs joins PINE after graduating from Metropolitan State University with a Bachelor of Science in Finance in December of 2020. Her background is in Mortgaged Backed Securities, Capital Markets, and Treasury. She is passionate about taking a customer focused approach while serving essential business functions including data analysis, cash budgeting, and banking activity. Ashley has lived in Colorado for five years and loves exploring national parks, skiing, and attending concerts at Red Rocks.
Close
Beth Lett • Associate
Beth Lett has over 23 years of experience in the accounting industry. She started her career in public accounting, and later transitioned to corporate accounting where she worked as an Assistant Controller and Controller at a public accounting firm, and then Controller at a law firm for a total of seven years. She later worked as an Accounting Manager at a family office, assisting a high net worth family and their related entities with investment tracking and financial statements for four years. Beth then transitioned back to public accounting, where she assists primarily small businesses with their monthly accounting and reporting. She has assisted an alternative investment fund with accounting and investment tracking, was involved with the start-up and accounting work for another alternative investment fund.
Beth graduated Cum Laude from Colorado State University, and has been a Colorado CPA since 2001.
Close
Kyla McLeanKyla McLean • Associate
Kyla McLean joins PINE after graduating from the University of Colorado, Colorado Springs in 2021 where she majored in Geography and Environmental Studies. Prior to joining PINE, Kyla worked as a Financial Liaison for SS&C, where she did bank reconciliation and reporting for mutual funds and alternative investments. She also worked as a GIS Technician for a telecommunications focused engineering firm where she created staking sheets. In her free time she enjoys going to concerts, cooking, kickboxing, and spending time with her family.
Close
Ryan TrembathRyan Trembath • Associate
Ryan Trembath joins PINE after receiving his master’s degree with a concentration in business ethics and regulatory compliance from the University of Colorado Law School. The graduate program provided essential compliance knowledge as it pertains to compliance communications, policies and procedures development, compliance training, investigations, auditing, risk assessment and mitigation, and organizational ethical practices. Ryan previously worked in the financial industry for a credit company, where he oversaw debt collection garnishment operations and Fair Credit Reporting Act compliance. Ryan Graduated with Distinction from the University of Wisconsin-Madison in Economics and Political Science.
Ryan, who grew up in Minnesota, was drawn to Colorado for the breathtaking views and variety of outdoor experiences. In his free time, he enjoys exploring Colorado backcountry, skiing, hiking, disc golfing, and spending time with friends
Close
Thomas Wallace • Associate
Thomas joins PINE after graduating from Metropolitan State University of Denver. He has four years of accounting and compliance experience working for Prestige Corporate Relocation. Responsibilities included reporting compliance with the Davis–Bacon Act of 1931, invoicing clients, and preparing financial statements.
Thomas received his Bachelor of Science in Finance from Metropolitan State University of Denver where he graduated magna cum laude. In his free time, he enjoys building bespoke mechanical keyboards and learning.
Close
Jessica Winternheimer • Associate
Jessica Winternheimer has experience as a regulatory compliance professional regarding the creation and implementation of a compliance program pertaining to various industries. Prior to joining PINE, she performed compliance duties for a marijuana company in Colorado, causing her to monitor state and local rules and regulations surrounding the marijuana industry and thus developing compliance resources for company employees.
Jessica received her master’s degree at the University of Colorado Law School in Ethics and Compliance. This program provided essential compliance knowledge as it pertains to written compliance communications, policies and procedures development, compliance training, investigations, auditing, risk assessment and mitigation, and organizational ethical practices.
In her free time, Jessica enjoys spending time outdoors with loved ones and being social, but also appreciates her time alone where she plays video games that challenge and stimulate her mind.
Close
Julia Seldin • Chief of Staff
Julia Seldin is a social worker and human resources specialist who has spent her career building efficient, inclusive, and scalable workplaces. She is passionate about finding what brings out the best in each employee and curating a workplace culture that supports overall growth and success. Previously, Julia was the Senior Manager of Equity and Inclusion at a hospitality group. Julia received her Bachelor of Arts Degree in Gender and Women’s Studies and Master of Social Work Degree from the University of Denver. She also received her Professional Certification from the Society of Human Resources Management in 2019. In her free time Julia enjoys reading, playing word games, and spending time with friends and family.
Close