Who We Are

asset management, financial advisor, operations

J.B. Blue

Founder, Managing Director

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).

asset management, financial advisor, operations

Derek Mullins

Founder, Managing Director

Derek Mullins • Founder, Managing Director

Derek Mullins has over 20 years of experience in the asset management industry. Previously, he was the Director of Operations for ArrowMark Partners, a $17 billion diversified asset management firm. Derek also served as the Chief Financial Officer of Meridian Fund, Inc., a 1940 Act registered mutual fund family. Derek was responsible for the management of the financial and tax operations for ArrowMark’s investment products. He had oversight over all of 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 Dividend Capital Investments 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.

Elizabeth Anth

Director

Elizabeth Anth • Director

Elizabeth has over twenty years of financial investment industry experience from working with a well-known investment company, mutual fund organization 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, Easterly Funds LLC and FDX Capital LLC compliance programs.

Elizabeth holds a B.A. degree from University of Phoenix with emphases in Finance and Accounting and M.B.A 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. Elizabeth enjoys running, working out at the gym, hiking and spending time with friends and family. She lives in Highlands Ranch with her husband Jim, son Tyler and Goldendoodle Champ.

Cory Gossard

Director

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.

Chris Jones

Director

Chris Jones • Director

Chris Jones has over 13 years of experience in the asset management industry. Previously, he was the 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 also served as the 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. He 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 and spending time with his family. He lives in Denver with his wife Katie and sons Cooper and Miles.

Brian MacKenzie

Director

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.

Marcie McVeigh

Director

Marcie McVeigh • Director

Marcie McVeigh has over 18 years of experience in the asset management industry. Most recently she was Assistant Vice President and Performance Measurement Manager at Brown Brothers Harriman. Previously, she spent seven years at American Century Investments, where she focused on investment company financial and regulatory reporting and was responsible for providing oversight to the firm’s service providers. Prior to that, she was an Assistant Director/Officer of Fund Administration at State Street Bank, where she oversaw financial and regulatory reporting, 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.

Tom Merrill

Director

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.

Stephanie Minson

Director

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.

Peter Sattelmair

Director

Peter Sattelmair • Director

Pete Sattelmair has over 22 years in the financial services and asset management industries. He spent the previous 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.

Prior to joining Transamerica Asset Management in July 2014, Pete spent 15 years working at State Street Bank in various 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.

Jake Sundling

Director

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.

Alex Woodcock

Director

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. Prior to joining PINE in April 2022, Alexander was VP of Compliance Services at SS&C ALPS where he was responsible for leading the SS&C ALPS Compliance Services team, managing the delivery of Fund CCO Support to 10+ client Trusts (including multiple large Series Trusts) and Post Trade Compliance testing services to 70+ fund families; as well as oversight of SS&C ALPS Registered Fund Services’s corporate compliance, Code of Ethics and AML programs.

Earlier in his career, Alexander progressed through a series of roles with increasing subject matter expertise and leadership responsibilities 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.

Alex Dimopoulos

Associate Director

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.

Vinolia Anderson

Associate

Vinolia Anderson • Associate

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.

Scott Brown

Associate

Scott Brown • Associate

Scott Brown brings over 7 years of professional experience across several different industries. He spent over 5 years in commercial banking with Steele Street Bank and Trust and MidFirst Bank, becoming Assistant Vice President of Commercial Banking. He developed an extensive book of business during his time at the bank ranging from multi-unit retail construction projects to portfolio secured RLOCs. A participant in Downtown Denver Partnership’s Leadership Program in 2017 and member of the DDP’s Membership Experience Committee, he played an integral role in the conceptual design of the Downtown Denver Loop Project. Scott left the bank to pursue investment real estate and vacation rental property management opportunities on Maui’s west coast where he developed small business management and digital marketing expertise. After several years, the call to re-enter Denver’s financial services industry brought him home to Colorado where he become part of the PINE team.

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.

Scott is a Colorado native, born and raised in Greenwood Village. In his free time Scott enjoys playing golf and squash, backpacking, and skiing.

Gary Casso

Associate

Gary Casso • Associate

Gary Casso joins PINE after recently graduating from Metropolitan State University of Denver. Gary has five 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.

Justin Fullom

Associate

Justin Fullom • Associate

Justin Fullom joins Pine from AML RightSource where he supported Fin-Tech clients in meeting regulatory requirements related to their AML/BSA obligations. Prior to this he served as a Compliance Officer at Graydon Compliance Solutions (since acquired by Keybridge Compliance) where he worked to develop and maintain compliance programs for a variety of Registered Investment Advisors. Justin received his B.S. with a concentration in Finance from the University of Cincinnati. In his free time he enjoys hiking, travelling, and following Bearcats athletics.

Beth Lett

Associate

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.

Collin Whitten

Associate

Collin Whitten • Associate

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.

Jessica Winternheimer

Associate

Jessica Winternheimer • Director

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.

Julia Seldin

Chief of Staff

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.