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 leads the entire 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 started his career and spent 9 years at ALPS Alternative Investment Services, Inc., where he served in various roles, ultimately landing in the role of 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. His broad experience allows him to deliver tailored solutions for clients, drawing on a deep understanding of accounting and operational complexities within the alternative investment sector.
Jake earned his degree in Business Administration with an emphasis in Finance from the Leeds School of Business at 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.