Team

Todd earned his Juris Doctor from the University of Pennsylvania Law School and his bachelor’s degree from Cornell University. He is a longtime veteran of the financial services industry. Todd founded and led Cipperman Compliance Services, a nationally recognized compliance outsourcing firm that he built and managed for nearly two decades before his successful exit in 2022 to a private equity-backed competitor. Earlier in his career, he served as General Counsel of SEI, where he helped build one of the largest independent RIA networks. Todd also serves as Chief Growth Officer at Great Valley Advisor Group, where he focuses on the firm’s short and long-term growth strategies. He has more than 30 years of experience in investment management, financial services, and fintech industries.

Eric earned his Bachelor of Science in Finance, magna cum laude, from Providence College in 2002. He began his 15-year Wall Street career at Credit Suisse Securities USA, where he served as a Portfolio Manager in the firm’s internal multi-manager Systematic Strategies Group consisting of hedge fund equity and credit strategies as well as private equity. There, he successfully managed a $4 billion index arbitrage strategy and a $100 million long-short event-driven opportunistic portfolio. In 2019, Eric founded Scire Capital Partners LLC, a Registered Investment Advisor focused on delivering customized investment solutions for high-net-worth families. Thereafter, he joined Great Valley Advisor Group as Director of Asset Management, specializing in alternative investments for client portfolios.

Jason Ewasko is the Founder and Principal of Gryphon Compliance Services, where he serves as Chief Compliance Officer for clients and helps lead the firm’s strategic growth and operations. With more than 25 years of legal and compliance experience, he has held senior compliance leadership roles at Gryphon, Core Compliance & Legal Services, Cipperman Compliance Services, TD Ameritrade, and Penn Mutual, advising wealth managers, private fund advisers, fintech firms, and registered funds. He began his career as a securities litigation attorney focused on FINRA and SEC matters and holds degrees from Colgate University and Villanova University School of Law.

Eric earned his Bachelor of Science in Finance, magna cum laude, from Providence College in 2002. He began his 15-year Wall Street career at Credit Suisse Securities USA, where he served as a Portfolio Manager in the firm’s internal multi-manager Systematic Strategies Group consisting of hedge fund equity and credit strategies as well as private equity. There, he successfully managed a $4 billion index arbitrage strategy and a $100 million long-short event-driven opportunistic portfolio. In 2019, Eric founded Scire Capital Partners LLC, a Registered Investment Advisor focused on delivering customized investment solutions for high-net-worth families. Thereafter, he joined Great Valley Advisor Group as Director of Asset Management, specializing in alternative investments for client portfolios.

Dan is a Director on PINE’s Principal Financial Officer Services team, serving as PFO, Treasurer, and Assistant Treasurer for SEC-registered funds. He brings 20+ years of fund accounting, administration, and regulatory experience, and is a Pennsylvania CPA.

Amy is a Director on PINE’s Fund CCO team, serving as Chief Compliance Officer and AML Officer for registered fund clients. She brings 25+ years in regulatory compliance and fund administration, and is a CPA with a Master’s in Accounting.

Ann is Senior Vice President and Registered Funds Product Manager at UMB Fund Services, with nearly three decades of experience in fund operations, transfer agency, and registered fund servicing across open-end, closed-end, and hedge fund structures.