DENVER, CO
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
XAI FLOATING RATE & ALTERNATIVE INCOME TRUST | PFO & Treasurer | Since Feb 2020 | — |
PRIMARK MEKETA PRIVATE EQUITY INVESTMENTS FUND | Treasurer & PFO | Since Jun 2020 | — |
APOGEM EVERGREEN FUND | Treasurer | Since Aug 2020 | — |
FORUM REAL ESTATE INCOME FUND | Chief Financial Officer | Since May 2021 | — |
DESTRA MULTI-ALTERNATIVE FUND | CFO and Treasurer | Since Dec 2018 | — |
BLUEBAY DESTRA INTERNATIONAL EVENT-DRIVEN CREDIT FUND | CFO and Treasurer | Since May 2018 | — |
MEKETA INFRASTRUCTURE FUND | Treasurer PFO Prncpl Acct Ofcr | Since Jan 2024 | — |
XAI CLO & INCOME OPPORTUNITIES FUND | PFO & Treasurer | Since Feb 2024 | — |
XAI MADISON EQUITY PREMIUM INCOME FUND | Treasurer & PFO | Since Dec 2024 | — |
MARYGOLD COMPANIES, INC. | — | Since Mar 2023 | — |