About Us | PINE Advisor Solutions

Give us a call at 720-651-8092

Our Vision

To empower our clients by placing them at the center of everything we do.

PINE's Founders & Managing Partners

J.B. Blue

Founder & Managing Partner

Derek Mullins

Founder & Managing Partner

PINE's Leadership Team

Mark Fairbanks

Head of Distribution Services

Cory Gossard

Head of Fund Chief Compliance Officer Services

Lexi Guyerson

Head of People & Business Operations

Chris Jones

Head of Business Development

Brian MacKenzie

Head of Adviser Compliance Support Services

Marcie McVeigh

Head of Fund Principal Financial Officer Services

Stephanie Minson

Head of Chief Financial Officer Services, Open-End

Jason Mudd

Head of Managed Services

Jake Sundling

Head of Chief Financial Officer Services, Closed-End

The PINE Team

Vinolia Anderson

Director

Madeline Arment

Director

Alexander Bennett

Associate

Kenny Bossert

Senior Director

Scott Brown

Director

Gary Casso

Senior Accountant

Caleb Chambers

Associate Director

Alysha Dean

Sales Coordinator

Alex Dimopoulos

Director

Alice Duers

Systems & Operations Specialist

Kevin Dugas

Regulatory Systems Operations Analyst

Jordan Duran

Associate

Jessica Fournier

Associate Director

Starr Frohlich

Director

Kellie Gignac

Compliance Consultant

Gabriela Guevara

Compliance Consultant

Daniel Hess

Director

Rheece Hilliard

Compliance Consultant

Robert Holmes

Associate Director

Eva Honkanen

Compliance Consultant

Ashley Jacobs

Associate Director

Casey Kayl

Associate Director

Beth Lett

Director

Daryn Levesque

Director

Marissa Lewis

Compliance Consultant

Justin Long

Director

Diana Manduca

Associate Director

Michelle Marcano-Johnson

Director

Jess Martin

Associate Director

Hunter McDonough

Associate Director

Morgan McKay

Associate Director

Sue Moscaritolo

Chief Compliance Officer

Chidwilasini Nalagandla

Associate

Jerica Newbill

Director

John-Paul Nigro

Associate Director

Tara Orr

Associate Director

Sam Oudeh

Associate Director

Shirley Pastrana

Associate Director

Erik Pearson

Associate Director

Mindy Penn

Director

Carlene Pollock

Associate Director

Vinaya Prabhu

Compliance Consultant

Alina Pshenichnaya

Associate

Chris Rafael

Associate

Ramil Rakhimov

Associate

Randi Jean Roessler

Director

Armina Salic

Compliance Consultant

Pete Sattelmair

Director

Andrew Schmuhl

Associate

Amy Siefer

Director

Ryan Trembath

Associate Director

Mathilde Visnic

Associate Director

Thomas Wallace

Associate Director

Collin Whitten

Director

Alexander Woodcock

Director

Daniel Hess

PositionDirector

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Daniel Hess is a Director on the Principal Financial Officer (PFO) Services team at PINE, which provide PFOs, Treasurers and Assistant Treasurers for a variety of SEC-registered investment funds. In this role, he serves clients by reviewing financial reports and regulatory filings, coordinating annual audits, managing fund expenses and distributions, reporting to oversight boards and overseeing fund administrators and other providers.

Dan has been active in the investment fund industry since 2001 after spending several years at PricewaterhouseCoopers LLP. He previously held positions with U.S. Bancorp Asset Management, U.S. Bancorp Global Fund Services, PFM Asset Management and PFM Fund Distributors. He has experience overseeing both internal and external mutual fund accounting, administration and other service teams. He has held various roles as a broker/dealer Financial and Operations Principal, as Treasurer and Secretary of several SEC-registered investment funds, and as principal financial officer for numerous local government investment pools. He holds a Bachelor of Science in Accounting with a minor in Management Information Systems from Pennsylvania State University. He is a licensed CPA in Pennsylvania, and holds FINRA series 6, 26, 28, 51, 63, 99 and SIE licenses.

In his personal time, Dan enjoys traveling and spending time outdoors hiking, kayaking and boating with his wife and their three children and black lab. He also is an Eagle Scout and volunteers as a leader with his sons’ scout troop.

Jess Martin

PositionAssociate Director

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Jess Martin serves as Associate Director of Adviser Compliance Support Services at PINE. In this role, she manages compliance programs and regulatory compliance services for a diverse range of State and SEC- Registered Investment Advisers and Exempt Reporting Advisers. In her capacity, Jess provides strategic guidance on the development and implementation of compliance policies and procedures, conducts targeted compliance testing, and delivers comprehensive risk monitoring solutions.

Jess has been active in the financial services and asset management industry since 2007. Prior to joining PINE, she spent 10 years at Janus Henderson Investors, where she held various leadership positions within the firm’s compliance and operations functions. During her tenure, Jess managed regulatory filings, corporate actions response management, client reporting, portfolio monitoring, trade surveillance, and was responsible for implementing compliance programs for new account launches. She began her career at William Blair & Company where she was responsible for reconciling high-profile mutual funds and resolving trade discrepancies. Jess earned her Bachelor of Business Administration (B.B.A) in Finance from the University of Iowa, where she also earned an International Business Certificate. She earned her Master of Business Administration (M.B.A.) with concentrations in Investment Management and Banking from DePaul University.

Outside of work, she enjoys skiing, hiking, traveling, and spending time with her family.