PINE Advisor Solutions Information

View Top Employees from PINE Advisor Solutions

PINE Advisor Solutions enable asset managers to focus on growth by simplifying complex compliance, finance, distribution, and operations. Serving investment advisers and fund managers, PINE delivers institutional-quality outsourced CFO, compliance, fund officers, distribution, and operational support. With deep industry expertise and a high-touch partnership approach, we streamline complexity so clients can innovate, scale, and succeed with confidence. Services Offered: *Private Fund CFO Services *Adviser Compliance Support *Registered Fund Officers *Fund Distribution *Operations Support

Website	http://www.pineadvisorsolutions.com
Employees	72 (57 on RocketReach)
Founded	2018
Address	501 S Cherry Street, Denver, Colorado 80219, US
Phone	+1 720-651-8092
Technologies	JavaScript , HTML , PHP +11 more (view full list)
Industry	Financial Services, Outsourced Chief Financial Officer, Regulatory and Compliance Support, Fund and Advisor Launch Services, Operations Support and Consulting, 1940 Act Funds, Hedge Funds, Institutional Separate Accounts, Audit and Tax Coordination, Adviser Registration and Filings, Compliance Program Development and Maintenance, Fund Oversight
Keywords	Outsourced Cfo Services, Regulatory Compliance, Financial Regulatory Compliance, Mutual Fund Services, Fund Administration, Compliance Consulting, Investment Management Support, Cfo Outsourcing, Financial Services Outsourcing, Outsourced Financial Services, Hedge Fund Services, Operations Consulting
Competitors	Fidelity Investments, Schwab Advisor Services, LPL Financial, Raymond James, TD Ameritrade, Envestnet, Inc, Betterment, Wealthfront, Pershing, a BNY Mellon company +39 more (view full list)

PINE Advisor Solutions Questions

Who is the Co-Founder and Managing Partner of PINE Advisor Solutions?

Jb Blue is the Co-Founder and Managing Partner of PINE Advisor Solutions.

How many people are employed at PINE Advisor Solutions?

57 people are employed at PINE Advisor Solutions.

Where is PINE Advisor Solutions based?

PINE Advisor Solutions is based in Denver, Colorado.

Top PINE Advisor Solutions Employees

Jb Blue

Co-Founder and Managing Partner at PINE Advisor Solutions

Denver, CO, US
1
- pineadvisorsolutions.com
Chris Jones

Managing Director at PINE Advisor Solutions

Denver, CO, US
2
- gmail.com
- pineadvisorsolutions.com
3
- +1 720-651-XXXX
- +1 908-358-XXXX
- +1 303-909-XXXX
Marcie McVeigh

Managing Director, Head of PFO Services at PINE Advisor Solutions

Denver, CO, US
2
- yahoo.com
- pineadvisorsolutions.com
3
- +1 785-218-XXXX
- +1 316-648-XXXX
- +1 913-602-XXXX
Jason Mudd

Head of Managed Services at PINE Advisor Solutions

Denver, CO, US
3
- hotmail.com
- gmail.com
- pineadvisorsolutions.com
3
- +1 626-676-XXXX
- +1 203-892-XXXX
- +1 203-259-XXXX
Mark Fairbanks

Head of Distribution Services at PINE Advisor Solutions

Portland, ME, US
2
- gmail.com
- pineadvisorsolutions.com
5+
- +1 914-668-XXXX
- +1 207-774-XXXX
- +1 207-553-XXXX
- +1 207-761-XXXX
- +1 914-699-XXXX
- +1 207-671-XXXX
Tom Merrill

Director - Private CFO at PINE Advisor Solutions

Denver, CO, US
1
- gmail.com
2
- +1 207-289-XXXX
- +1 817-238-XXXX
Daryn S. Levesque

Director and Chief Operations Officer at PINE Advisor Solutions

Portland, ME, US
2
- gmail.com
- pineadvisorsolutions.com
3
- +1 207-553-XXXX
- +1 207-834-XXXX
- +1 207-907-XXXX
Starr Frohlich

Director, Principal Financial Officer at PINE Advisor Solutions

Milwaukee, WI, US
2
- gmail.com
- pineadvisorsolutions.com
2
- +1 414-906-XXXX
- +1 414-217-XXXX
Peter Sattelmair

Senior Director of PFO Services at PINE Advisor Solutions

Aurora, CO, US
2
- pineadvisorsolutions.com
- yahoo.com
4
- +1 781-885-XXXX
- +1 816-298-XXXX
- +1 816-352-XXXX
- +1 720-230-XXXX