New team members expand firm’s compliance and CFO capabilities
PINE Advisor Solutions, a provider of outsourced solutions for funds and investment managers, has added asset management industry veterans Bliss Bernal and Chris Jones to its team. Bernal joins PINE Advisor Solutions as Director of Compliance, while Jones will serve as Director of CFO Services.
Bernal brings 15 years of experience to her role, including 12 focused on financial compliance. Most recently, she oversaw the daily operations of the compliance program at a $3.7B multi-family office, with several offices nationwide. She also served in compliance roles at several New York-based hedge funds. Bernal started her career at Wellington Management Company in Boston.
A graduate of Colby College, Bernal holds a bachelor’s degree in International Studies and earned her Investment Adviser Certified Compliance Professional®️ certification in 2010.
“We are delighted to welcome Bliss to the team at PINE as a Director of Compliance,” said PINE Co-Founder J.B. Blue. “Her broad knowledge and dynamic experience will be instrumental as we continue to elevate our capabilities to support our clients.”
Jones, who has worked in asset management for more than 13 years, joins PINE from SS&C ALPS, the largest global Alternative Investment Fund Administrator, where he served as Vice President of Business Development. He previously held various leadership positions during his tenure at ALPS including overseeing fund administration services, accounting, financial reporting and client relations.
Jones received his bachelor’s degree in Economics from the University of Colorado Boulder. He currently serves on the Help For Children Denver Board.
“PINE is excited to have someone of Chris’ caliber serve as our Director of CFO Services,” said Derek Mullins, co-founder with J.B. Blue at PINE. “Chris brings a unique skill set to the firm and we have no doubt that his experience with private and registered fund managers will help us deliver exceptional service to our clients.”
About Pine Advisor Solutions:
PINE Advisor Solutions is a dynamic outsource solution for funds and investment managers. PINE provides institutional-quality, outsourced Chief Financial Officer (CFO), regulatory compliance, fund/advisor launch, and operations support services to private funds, mutual funds, exempt and registered investment advisers.
The firm’s founders have deep experience managing the critical non-investment functions in the alternative and registered fund space. They have served as Chief Financial Officers, Chief Compliance Officers and have ran investment operations for both large and boutique investment firms.