Co-Founder & CEO
Co-Founder & COO
Chief of Staff
Director of Client Relations
Vice President, Client Relations
Director, Piedmont Asia Pacific
Chief Technology Officer
Managing Director
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 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.
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 Director of Client Relations. 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.
Angela is the Vice President of Piedmont Fund Services and brings a wealth of experience in the asset management industry from a Big Four accounting firm to Piedmont Fund Services, where she oversees quality control reviews of the firm’s fund accounting operation processes.
Prior to joining Piedmont in 2008, Angela was a lead senior auditor at Ernst & Young in New York, serving the firm’s flagship clients in mutual funds and private equity arena. Angela has served as the lead auditor on key engagements such as Dreyfus Corporation, Warburg Pincus, AIG Highstar Capital LP, and JLL Partners Inc. Angela has dealt with complex financial instruments such as structured fixed income securities, credit default swaps, equity swaps, interest rate swaps, futures contracts, and asset backed securities. Angela is a graduate of the New York University Leonard N. Stern School of Business and holds a B.S. in Accounting and Finance
Choon is the Director for Piedmont’s Asia office and oversees growth strategies and operational activities for the firm’s Asia-Pacific initiatives. Prior to joining Piedmont, Choon worked at Ernst & Young’s financial modeling group in Singapore, where he assisted clients in the valuation of private placements and operating businesses. Prior to E&Y Singapore, Choon was a senior associate at Ernst & Young in New York, where he oversaw the audit engagements for alternative investments and registered investment company clients. Choon earned his Bachelor’s Degree in Business from the University of Bristol in the United Kingdom, and his Master’s in Accounting from the University of Illinois at Urbana-Champaign.
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: 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.
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