Alma oversees the firm’s day-to-day operational functions and helps ensure the highest level of service for clients.

Alma is responsible for overseeing all trading activities, monitoring cash balances, maintaining the accuracy and integrity of the firm’s portfolio accounting system, and managing portfolio administration, including new account setup, account closures, and investment policy updates.

Alma also oversees composite maintenance, performance reporting, billing and fee reconciliation, and the preparation of client reporting, including quarterly performance reports and tax reporting.

Alma began her career in the financial services industry in 2000 and brings more than 25 years of industry experience to her role.