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
78

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  • United States Of America
    78

Asia
1

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  • Bangladesh
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

PINE Advisor Solutions's Leadership

  • Stylized image of a person
    M. F.
    Head Of Distribution Services
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    J. B. C. C.
    Co-Founder And Managing Partner
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  • Stylized image of a person
    D. S. L.
    Director, Chief Operating Officer
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  • Stylized image of a person
    J. L.
    Director, Chief Compliance Officer
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  • Stylized image of a person
    M. M.
    Director, Fund Chief Compliance Officer Services
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    M. M.
    Managing Director, Head Of Pfo Services
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    P. S.
    Senior Director Of Pfo Services
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    A. S.
    Associate Director, Fund Principal Financial Officer Services
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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
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    M. M.
    Associate Director
    Phone icon
    United States
    Apr 13, 2026
  • Stylized image of a person
    J. N.
    Director
    Phone icon
    United StatesKansas
    Jun 14, 2026
  • Stylized image of a person
    N. A.
    Associate Director
    Phone icon
    United States
    Mar 24, 2026
  • Stylized image of a person
    T. Y.
    Associate Director
    Phone icon
    United StatesArkansas
    Apr 15, 2026
  • Stylized image of a person
    J. N.
    Associate Director
    Phone icon
    United StatesMissouri
    Jan 01, 2026
  • Stylized image of a person
    R. J. R.
    Director, Compliance Services
    Phone icon
    United StatesArizona
    Mar 30, 2026
  • Stylized image of a person
    T. W.
    Associate Director
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    May 30, 2026
  • Stylized image of a person
    E. A.
    Director
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    Jun 25, 2025
  • Stylized image of a person
    S. P.
    Marketing Manager
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    UNITED KINGDOMNORFOLK
    Apr 10, 2023
  • Stylized image of a person
    A. D.
    Sales Coordinator
    Phone icon
    United StatesFlorida
    Mar 11, 2026

Frequently Asked Questions

What is PINE Advisor Solutions known for?

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PINE Advisor Solutions was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 501 South Cherry Street Denver, Colorado 80246 United States. Explore PINE Advisor Solutions's company overview page for more information.

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

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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?

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PINE Advisor Solutions has approximately 69 employees as of May 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

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

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

  • Head Of Distribution Services: M. F.
  • Co-Founder And Managing Partner: J. B. C. C.
  • Director, Chief Operating Officer: D. S. L.
  • Director, Chief Compliance Officer: J. L.
  • Director, Fund Chief Compliance Officer Services: M. M.

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