DENVER–(BUSINESS WIRE)–PINE Advisor Solutions is proud to announce the public launch of its Distribution Services for pooled investment funds, through its subsidiary PINE Distributors LLC.
PINE is dedicated to elevating the operational capacity of our clients by delivering institutional quality Chief Financial Officer, Regulatory Compliance, Registered Fund Officers, Operations Support, and now Distribution services.
PINE Distributors has been created to provide a suite of distribution solutions (including acting as statutory distributor, advertising review, registered representative administration and exchange-traded product solutions) on either turn-key or tailored basis to pooled investment vehicles, such as exchange traded funds, mutual funds, and closed-end funds.
Derek Mullins, Managing Partner, who co-founded PINE with J.B. Blue in 2018, said: “Our dedication to providing high-touch, value-added services continue to be the cornerstone of our success over the past five years. Adding Distribution Services to PINE’s established offering made sense and expands our ability to empower clients to concentrate on portfolio management and delivering their product to market, while we manage legal and compliance risks.”
“It is exciting to be building a new comprehensive Distribution Services platform that leverages the extensive industry and technical experience of all those involved, so that PINE’s people and operations can be a seamless extension of our clients,” said Daryn Levesque, Director and PINE Distributors Chief Operating Officer. Daryn joined PINE in January 2024, after spending a decade with his prior firm leading ETF and Mutual Fund Distribution Operations.
Alexander Woodcock, Director and PINE Distributors President and Chief Compliance Officer, said, “We are excited to talk to current and future clients about our new Distribution Services, as well as the high touch approach and partnership that PINE is known for.”
About PINE Distributors LLC and PINE Advisor Solutions LLC
PINE Distributors LLC is registered with the United States Securities and Exchange Commission as a broker-dealer and a member of FINRA. PINE Distributors provides a suite of distribution services and solutions, serving as principal underwriter and distributor to pooled investment vehicles, including: exchange-traded funds, mutual funds, and closed-end funds.
PINE Distributors LLC is a wholly owned subsidiary of PINE Advisor Solutions LLC. PINE’s vision is to be the gold standard for outsourced financial advisory services, blending decades of industry wisdom with cutting-edge innovation. PINE strives to forge ahead as the trusted ally for investment advisers and fund managers, enabling them to achieve unrivaled success through our steadfast commitment to operational excellence and unwavering support.
For more updates, see PINE’s website or follow on LinkedIn
https://pineadvisorsolutions.com/
https://www.linkedin.com/company/pine-advisor-solutions
Contacts
Media Inquiries
Alexander Woodcock
[email protected]
(720) 702-2365
