Christopher D. Ade - Senior Vice President, Business Development
Chris Ade is responsible for Piedmont’s business development efforts for all products.
Before joining Piedmont, Chris worked at Citadel, where he played a leadership role in positioning the firm’s flagship multi-strategy fund and its equity long/short, global macro, and relative value fixed income single-strategy hedge funds, throughout the U.S., Canada, and Latin America. Chris helped in devising and executing his group’s strategic business plan, leading the creation of critical marketing collateral/initiatives, implementing product launches, and expanding CRM system utility and management metrics.
Prior to Citadel, Chris was a client advisor in J.P. Morgan Asset Management's Institutional Americas Group. As a client advisor, his role was to leverage the firm's extensive resources in the delivery of tailored solutions across a spectrum of alternative and traditional strategies, aiming to exceed the strategic and tactical investment objectives of his clients. Previously, he served as a Chief Administrative Officer supporting J.P. Morgan Asset Management’s Institutional Americas CEO and COO. Chris began his career in J.P. Morgan's Internal Consulting Services management development program.
Chris obtained a B.S. in Operations & Quality Management and a B.S. in Decision and Information Sciences from the Robert H. Smith School of Business, University of Maryland.
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.
Dina has over 11 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.
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.
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 21 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.
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.
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 eight 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.