Co-Founder & CEO
Co-Founder & COO
Head of Corporate Strategy and Client Relations
Managing Director
Managing Director
Chief Technology Officer
Chief of Staff
Education: B.A. Business Economic
University of California, Santa Barbara
Professional Certification: Certified Public Accountant, California (Inactive)
Passion/Hobbies: Golf, Skiing, Fishing, Culinary, Guitar, American History
Ian is the Co-Founder and CEO of Piedmont Fund Services. At Piedmont, Ian advises his clients from pre-launch to various stages of their business life cycle. He is also responsible for the strategic direction and management of the firm. Ian is a frequent speaker at alternative investment conferences and investor roundtables.
Prior to founding Piedmont, Ian was with the global asset management practice at Ernst & Young in New York where he oversaw the audits of hedge funds, private equity funds, fund of funds, broker-dealers, and mutual funds clients with AUM ranging from $100 million to over $200 billion. In addition, Ian had served on various consulting projects including internal control reviews, forensic accounting, and internal audit outsourcing.
A serial entrepreneur at heart, Ian started his first company while attending the University of California Santa Barbara, where he earned a B.A. in Business Economics with Accounting Emphasis. Ian serves on the executive committee/board of directors for a number of professional organizations, and is actively involved with various charitable organizations in the Washington D.C. Metro area.
Education: B.A. Business Economic
University of California, Santa Barbara
Passion/Hobbies: Spanish
Mina is the Co-Founder and Chief Operating Officer of Piedmont Fund Services, where she oversees Fund Operations and Investor Relations. Prior to co-founding Piedmont, Mina was with Chilton Investment Company, a multi-billion dollar New York based hedge fund, overseeing the fund accounting processes for domestic and offshore funds.
Prior to joining Chilton Investment Company, Mina was a Senior Auditor with the Asset Management practice at Ernst & Young, where she focused on audits of hedge funds, venture capital, and private equity funds in the San Francisco Bay Area. Her areas of expertise include analysis of fund performance, investment partnership accounting, investor relationship management, and private placement accounting. Mina is a graduate of University of California Santa Barbara, where she earned a B.A. in Business Economics with Accounting Emphasis.
Education:Bachelor Degree in International Business from Quinnipiac University
Passion/Hobbies:Golf, Cooking, and Traveling with his family
Tony is the Head of Corporate Strategy and Client Relations at Piedmont Fund Services responsible for developing and executing strategic initiatives across the organization while optimizing operations, enhancing client services and improving financial performance.
Tony held several roles at BlackRock, Inc. from 2003 to 2019. He was a founding member and COO of the newly formed Fund of Hedge Fund Business (FOF) division. He provided leadership in the growth of the business which launched with $200 million in assets and grew to $3 billion across 8+ types of products. Tony also developed the new client service team at BlackRock, Inc. which was responsible for servicing the firm’s top 100 institutional clients. While developing the group, he further identified new client solutions and offered thought leadership to clients directly.
Prior to joining Piedmont, Tony was Executive Director at S&P Global where he led the global customer service team for the tax solutions group within the Platforms and Regulatory Compliance (PRC) business.
Education: Bachelor of Business Administration in Accounting from Hofstra University, New York
Professional Certification: Certified Public Accountant
Passion/Hobbies: Beach, travel, and sports
Howard is the Managing Director. He oversees various aspects of client relations from onboarding/implementation to business development. Prior to joining Piedmont, Howard was the CFO, COO, and CCO for Serrado Capital in New York City where he oversaw various aspects of operations, compliance, and financial reporting. Howard also oversaw the fund administration relationship at the firm.
Prior to Serrado Capital, Howard was also the CFO and COO for Soundpost Partners and Nishkama Capital. Howard began his career at Rothstein Kass (now KPMG). Howard received a Bachelor of Business Administration in Accounting from Hofstra University in New York and is a certified public accountant.
Education: B.S. in Accounting from Lyceum of Batangas
Professional Certification: Certified Public Accountant
Passion/Hobbies: Traveling, learning about new cultures, badminton, music, and movies
Edwin is the Managing Director of our Fund Administration, overseeing our accounting and reporting of the GP and LP business units which includes hedge funds, private equity, venture capital, real estate funds, endowments, foundations, OCIOs, and family offices.
Prior to joining Piedmont, Edwin has over 25 years of asset management industry including his role as the audit Partner at KPMG and Managing Director at another fund administration firm where he was responsible for growing a team from 2 to 180 persons during this tenure.
Prior to KPMG, Edwin was with the Asset Management practice of Ernst & Young focusing on audits of hedge funds, venture capital, and private equity funds in the San Francisco Bay Area.
Education: Bachelor of Business Administration from Belmont University
Passion/Hobbies: Basketball, songwriting, and music production.
As the Chief Technology Officer, Aaron oversees the firm’s technology and cybersecurity strategies. He brings over 20 years of IT experience. The past seven years, he served as a CTO and Senior System Administrator in the financial services industry for clients across the US, England, and Asia.
Prior to joining Piedmont, Aaron was Director of the New York office for a boutique technology and cybersecurity consulting company specializing in financial services firms. Aaron ran his own successful IT consulting company in Indianapolis, where he worked with a diverse client base throughout the Midwest.
Education: Bachelor of Science, George Mason University, Virginia
Passion/Hobbies: Yoga, reading, movies, and volunteering with church youth groups
As the firm’s Chief of Staff, Amanda oversees internal operations of the firm from human resources to administrative activities. Amanda also serves as the project manager and liaise between the CEO and the heads of different divisions.
Prior to joining Piedmont, Amanda was the office manager and contracts administrator for a government contract company in the DC Metro area.
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