DENVER, CO
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
PENDER REAL ESTATE CREDIT FUND | Treasurer/Principal Fin Ofcr | Since Jan 2026 | — |
NOMURA ALTERNATIVE INCOME FUND | Treasurer/Principal Fin Ofcr | Since Feb 2023 | — |
ALTI PRIVATE EQUITY ACCESS & COMMITMENTS FUND | Treasurer/Principal Fin Ofcr | Since Aug 2023 | — |
FELICITAS PRIVATE MARKETS FUND | Treasurer/Principal Fin Ofcr | Since Dec 2024 | — |
XAI OCTAGON FLOATING RATE & ALTERNATIVE INCOME TRUST | Assistant Treasurer | Since Feb 2025 | — |
XAI MADISON EQUITY PREMIUM INCOME FUND | Assistant Treasurer | Since Feb 2025 | — |
SOUND POINT ALTERNATIVE INCOME FUND | Treasurer/PFO | Since Mar 2026 | — |
OCTAGON XAI CLO INCOME FUND | Assistant Treasurer | Since Feb 2025 | — |
AETHER INFRASTRUCTURE & NATURAL RESOURCES FUND | Treasurer | Since Apr 2025 | — |
CALLODINE SPECIALTY INCOME FUND | Principal Financial Officer | Since Aug 2025 | — |