Investor Services
Zaid Abdul-Aleem – Executive Vice President, Business Development
Zaid is responsible for business development. He also serves as a member of Piedmont's Senior Management Committee.
Zaid was previously a senior associate with Morgan Stanley where he executed global securities transactions ranging from Equity and Debt Financings, to Mergers, Acquisitions and Restructurings. Zaid practiced securities analysis worldwide including in Asia, Africa, Europe, Latin-America and the United States.
Zaid received his AB in International Studies and his MA in History from Duke University. In addition, Zaid was granted a Fulbright Scholarship and was a Rhodes Scholar State Finalist. Zaid began his career as an intern with Refco in 1990.
Dina Falzon, CIPM – Senior Vice President, Director of Investor Services
Dina is responsible for overseeing the firm’s operations, client service and marketing support functions, as well as performance measurement and information technology. She is also a member of Piedmont's Senior Management Committee.
Dina has over 10 years of experience in operations, trading and client services. She began her career working for two major custodial banks, Chase Manhattan Bank and Brown Brothers Harriman & Co. Prior to joining Piedmont, she worked at ABN Amro as an Associate Sales Trader in the Global Securities Finance division.
Dina earned her BS from Rutgers University; she was also the recipient of the President's Award. Dina is a CIPM certificate holder and a member of the CIPM Association.
Clarissa Parker – Vice President, Investor Services
Clarissa is responsible for coordinating the firm’s client servicing efforts.
Clarissa began her tenure at Piedmont as the Director of Operations before moving into her Client Servicing position. Clarissa has over 18 years of experience in the investment management industry. Prior to Piedmont, she was the Vice President of Firm Administration and Operations at Hughes Capital Management. She also previously worked at Wedgewood Capital Management as the Director of Client Service and in the Trust/Investment department at First American Bank, N.A.
Clarissa received her BS in Business Administration from the University of Maryland.
Kevin Monds, CFA – Vice President, Product Portfolio Manager
Kevin serves as the product specialist for all of Piedmont's equity and fixed income products.
Kevin was previously a Senior Vice President at Smith Breeden, where he served as Product Portfolio Manager for $4.2 billion in assets in the Mortgage Index Plus strategy. Prior to Smith Breeden, he worked as a structured products sales associate at Banc of America Securities.
Kevin is a graduate of The Fuqua School of Business at Duke University, where he received his MBA. He earned a BS in Computer Information Systems, Business Process Management, and Operations Management with a minor in Economics at Indiana University’s Kelley School of Business. Kevin is a Member of the CFA North Carolina Society.
Sarah Ronnenberg – Investor Services Coordinator
Sarah Ronnenberg is responsible for coordinating the firm’s Investor Services team.
Sarah has over ten years experience in the financial services sector and was most recently the office manager for Vardon Capital Management, a hedge fund in New York City. Sarah began her career at UBS (formerly Warburg Dillon Read) working on their ADR/Global Sales desk and in their Latin American Research Department. Subsequently, she spent over four years at Bear Stearns as their Equity Research Department’s Product Liaison, becoming a vice president.
Sarah graduated summa cum laude from Vanderbilt University, where she received her BA in English and French and was elected to the Phi Beta Kappa Society. She holds an MA in Anglo-American Literary Relations from University College London in London, England.
Tahmeko McDonald – Operations Manager
Tahmeko is responsible for managing the portfolio operations team of Investor Services and client reporting for Piedmont’s equity and fixed income products.
Prior to joining Piedmont, Tahmeko was employed at North Carolina Mutual Life Insurance Company and has over five years of investment accounting experience in the insurance industry.
Tahmeko received her BA from North Carolina Central University in Business Administration with an emphasis on Finance.
Quentin Turner – Investor Services Associate
Quentin is responsible for portfolio operations and client reporting for Piedmont’s Small Cap, All Cap, and Midcap strategies.
Prior to joining Piedmont, Quentin was previously employed as an Operations Analyst with Credit Suisse First Boston. Quentin has over 5 years of investment and operations experience.
Quentin received his BS in Business Management with a concentration in Finance from North Carolina State University.
Sreeja Nair - Investor Services Associate
Sreeja is responsible for portfolio operations and client reporting for Piedmont’s Large Cap Core strategy.
Prior to joining Piedmont, Sreeja spent over five years at Delaware Investments in back office operations, including positions as a reconciliation analyst and trade settlements analyst. In her most recent role as a business analyst, she was part of a team that oversaw the roll-out and implementation of trade settlement software. Sreeja also interned at Merrill Lynch.
Sreeja received her Bachelor of Business Administration, Finance and Real Estate, from Temple University’s Fox School of Business and Management.
Shantí Holloway – Investor Services Associate
Shantí is responsible for supporting Piedmont’s Marketing and Client Service efforts.
Shantí has over ten years experience in financial services and was most recently employed at Edward Jones as a Branch Office Administrator. Prior to joining Edward Jones she worked at Square 1 Bank, as a portfolio analyst and client service coordinator. She began her career at Merrill Lynch as a financial advisor. Subsequently, she held various administrative roles at First Citizens Bank and SunTrust Bank in the commercial banking department.
Shantí received her BS in Business Administration from the University of North Carolina at Chapel Hill. She graduated with honors from North Carolina Central University, where she received an MBA and a Master of Information Sciences.
Nada Sarsour – Investor Services Assistant
Nada is responsible for supporting Piedmont’s Investor Services and Business Development groups.
Prior to joining Piedmont, Nada worked at Fidelity Investments as a pension specialist.
Nada graduated from North Carolina State University with a B. S. in Business Management with a concentration in Finance.
