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).
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.
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.
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.
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 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.
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.
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.
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 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.
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.
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.
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.
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.
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.
Gary was born and raised in Colorado. He enjoys skiing, hiking, climbing, and spending time with his wife and family.
Beth graduated Cum Laude from Colorado State University, and has been a Colorado CPA since 2001.
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
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.
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.