Jo Ann is responsible for overseeing the accounting and finance functions at Piedmont Investment Advisors.

Prior to joining Piedmont, Ms Williams was a Vice President of Finance at Wellington Management Company, LLP. Wellington Management Company is an independently-owned SEC registered Investment Advisor. At Wellington, Ms Williams was responsible for the firm’s financial systems. Ms Williams also worked at Fidelity Investments where she held a series of key finance and operating roles.

Jo Ann received her BS in Business Administration with Accounting concentration, and her Masters in Business Administration from Babson College, Wellesley, Massachusetts.

Marion is responsible for overseeing Piedmont’s accounting functions as well as assisting in the firm’s compliance efforts.

Marion has extensive experience with accounting operations and financial reporting in financial services. Prior to joining Piedmont, Marion worked as a junior investment controller for Morgan Stanley Real Estate Funds. Marion began her career as an auditor at PricewaterhouseCoopers.

Marion received her MBA in Management &  B.S. in Accounting from Alfred University and is a member of the AICPA & NCACPA.

Jutoria is responsible for Piedmont’s day-to-day accounting functions.

Prior to joining Piedmont, Jutoria was most recently a budget analyst for Maria Parham Medical Center in Henderson, North Carolina. Jutoria has broad experience in financial administration, including budget preparation, bank reconciliations, billing, invoicing, and payroll. She has worked for firms such as Display Industries, Duke University Health System, and Best Buy, Inc.

Jutoria received her MS in Accounting Information Systems from Strayer University and her BS in Accounting from George Mason University.

Judith is Piedmont’s office manager; she also supports Dawn Paige and Charles Curry.

Judith has 12 years of experience as an administrative assistant and office manager. She previously worked at US Trust, Bank of America Private Wealth Management in Raleigh, and Computers Plus in New York City. Her former roles have included supporting executive staff, event planning, office management, and client service.

Judith graduated magna cum laude from New Jersey City University with a BA in Media Arts.

Christine is responsible for supporting Isaac Green and Sumali Sanyal.

Christine has 17 years of experience as an administrative professional. Prior to joining Piedmont, Christine worked for firms including Houlihan Lokey Howard & Zukin and Talecris Biotherapeutics. Her positions have encompassed providing executive support, coordinating and managing board and staff meetings, client service, and marketing activities.

Lauren is Piedmont’s administrative assistant and is responsible for supporting the firm’s management team, as well as supporting the firm’s accounts payable function.

Lauren has experience in customer service and has worked for companies such as Harris Teeter Pharmacy, Best Western and The Cheesecake Factory. Lauren has completed 3 years of coursework towards an Associate in Arts degree at Wake Technical Community College.