Bio
Jake Sundling serves as the Head of Chief Financial Officer Services, Closed End Funds at PINE Advisor Solutions. In this role, he co-leads the CFO Department, which provides outsourced CFO services to private funds. Jake serves as CFO for several private funds, while also leading the CFO team, acting as an expert in fund launches and the daily, monthly, and yearly operations of closed-end private funds, ensuring comprehensive financial oversight and strategic guidance for clients.
Jake has been active in the asset management industry since 2011. With expertise in fund accounting and administration, he has held various positions throughout his career. Previously, he served as Fund Accounting Manager at MG Stover & Co., specializing in Digital Asset accounting and administration. Prior to that, he spent 9 years at ALPS Alternative Investment Services, Inc., as the Assistant Vice President. There, he was responsible for overseeing the calculation of net asset value for private funds with billions of dollars in assets under administration. He also managed staff, solved complex accounting and operational issues, and regularly engaged with clients. Jake earned his degree in Business Administration with an emphasis in Finance from the University of Colorado at Boulder, along with a minor in Economics.
Outside of work, he enjoys hiking, reading, and spending time with his wife and young daughter.
