PINE Advisor Solutions logo

PINE Advisor Solutions Employee Directory

Financial ServicesColorado, United States51-200 Employees

PINE Advisor Solutions provides outsourced, institutionally robust financial leadership and regulatory support to asset managers, including CFO functions, compliance oversight, and staffing for registered fund officers, along with fund distribution and back-office operations support. Its clients include private funds, mutual funds, and exempt or registered investment advisers that rely on external management of non-investment functions. Its founders have led these critical non-investment functions in both large and boutique investment firms, serving in roles such as chief financial officer, chief compliance officer, and chief operating officer.
Based in Denver, Colorado, the firm is positioned as a mid-sized player within the financial services sector. In February 2026, Centralis Group acquired PINE Advisor Solutions, a notable development in its corporate trajectory.

Find PINE Advisor Solutions employees' phone numbers or email addresses

PINE Advisor Solutions Global Highlights

Location
Employees

North America
75

Minus sign iconPlus sign icon
  • United States Of America
    75

Asia
1

Minus sign iconPlus sign icon
  • Bangladesh
    1

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

PINE Advisor Solutions's Leadership

  • Stylized image of a person
    J. B. C. C.
    Co-Founder And Managing Partner
    Phone icon
  • Stylized image of a person
    M. M.
    Managing Director, Head Of Pfo Services
    Phone icon
  • Stylized image of a person
    T. W.
    Associate Director
    Phone icon
  • Stylized image of a person
    E. A.
    Director
    Phone icon
  • Stylized image of a person
    S. P.
    Marketing Manager
    Phone icon
  • Stylized image of a person
    J. F.
    Compliance Associate
    Phone icon
  • Stylized image of a person
    G. G.
    Compliance Consultant
    Phone icon
  • Stylized image of a person
    A. S.
    Operations Associate
    Phone icon

PINE Advisor Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Business
  • Community & Social Services
  • Accounting
  • Other
  • Finance
  • Human Resources

Contact profiles from PINE Advisor Solutions

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. B. C. C.
    Co-Founder And Managing Partner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. M.
    Managing Director, Head Of Pfo Services
    Phone icon
    Jun 27, 2026
  • Stylized image of a person
    T. W.
    Associate Director
    Phone icon
    May 30, 2026
  • Stylized image of a person
    E. A.
    Director
    Phone icon
    Jun 25, 2025
  • Stylized image of a person
    S. P.
    Marketing Manager
    Phone icon
    UNITED KINGDOMNORFOLK
    Apr 10, 2023
  • Stylized image of a person
    J. F.
    Compliance Associate
    Phone icon
    Jun 28, 2026
  • Stylized image of a person
    G. G.
    Compliance Consultant
    Phone icon
    Oct 26, 2025
  • Stylized image of a person
    A. S.
    Operations Associate
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is PINE Advisor Solutions known for?

Minus sign iconPlus sign icon
PINE Advisor Solutions was founded in 2018 operates in the Financial Services industry. Explore PINE Advisor Solutions's company overview page for more information.

What is PINE Advisor Solutions's most common email format?

Minus sign iconPlus sign icon
PINE Advisor Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PINE Advisor Solutions email formats with LeadIQ.

How many employees does PINE Advisor Solutions have currently?

Minus sign iconPlus sign icon
PINE Advisor Solutions has approximately 69 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are PINE Advisor Solutions's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, PINE Advisor Solutions's key employees include:

  • Co-Founder And Managing Partner: J. B. C. C.
  • Managing Director, Head Of Pfo Services: M. M.
  • Associate Director: T. W.
  • Director: E. A.
  • Marketing Manager: S. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.