Suite 506
Ardmore, PA 19003
Experience that
Powers Outcomes
Optimize your operations, minimize risk, and infuse more efficiency, accuracy, and insight throughout your office.
We help you navigate the complexities of investment operations to deliver results:
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More accurate and timely insight
More comfort and capability with your data
More confidence in your operations
Real-World Experience
Independence
Driven By Results
Meet Our Team
Beth Gilje
Beth worked at the Penn Office of Investments from 2015 to 2020 on the Operations Team as a Director. She led the implementation of a new portfolio management and RMS platform. Her role focused on technology, reporting, ODD and investment execution.
Prior to the University of Pennsylvania Office of Investments, Beth worked as a Senior Principal at Partners Capital Investment Group.
Beth holds a BS from Cornell University.
Brian Mink
Brian worked at PricewaterhouseCoopers from 2010 to 2022 as a Director in the Asset & Wealth Management practice. He led the assurance engagements for several global multi-asset investment managers. His role focused on accounting, reporting, technology, and compliance.
Brian holds a BS and MACC from Penn State University Schreyer Honors College and is a licensed CPA in the state of Pennsylvania.
Brian Thomas
Brian worked at PricewaterhouseCoopers from 2019 to 2024 as a Senior Associate in the Asset & Wealth Management practice. He participated in assurance engagements for alternative investment and real estate managers. His role focused on accounting, valuation, reporting and technology.
Brian holds a BS from Saint Joseph’s University and is licensed as a CPA in the state of Pennsylvania.