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Denver Office
1290 Broadway #1100
Denver, CO 80203
(303) 623-2577 |
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Seattle Office
11747 N.E. First St. #202
Bellevue, WA 98005
(425) 454-3770 |
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Boston Office
99 High St. #303
Boston, MA 02110
(617) 426-1170 |
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New York Office
1225 Franklin Ave. #325
Garden City, NY 11530
(516) 998-3067 |
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| Senior Operations Management |
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| Paul Garvey, Director and Vice President, joined ALPS Price Meadows in 2007 and overseas the operational departments in all locations. Prior to joining ALPS, Paul served as Director of Hedge Fund Operations at BISYS Hedge Fund Services in Boston, a position he held for seven years. Previously, he worked for Dublin-based Investors Trust Ireland, as well as IBT Fund Services (Canada), Scudder Stevens & Clark, and Investors Bank & Trust Company. Paul holds BS degree in Business Administration from Northeastern University. |
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Julie O'Neal, Vice President, has been with ALPS Price Meadows since 1986. Julie oversees internal operations and supervises the Senior Accounting Team. She also works on the development team making system and programming upgrades. Julie graduated cum laude in 1986 from Washington State University with a B.A. in Finance and a minor in Mathematics.
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Sheri McMullin, Vice President, has been with ALPS Price Meadows since 1990. Sheri manages the Transition Team which guides new clients through the set-up process. Additionally, Sheri oversees client services and general operations. Sheri graduated in 1990 with an Associate of Arts degree from Shoreline Community College with an emphasis in Finance and Computers.
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Allyson Anderson has been with ALPS Price Meadows since 1996. Allyson manages the Portfolio Accounting team in the Bellevue office and serves as supervisor to Special Accounts. She also coordinates the processes and automation of data flow between the Portfolio, Fund Accounting and Audit teams. Additionally, Allyson assists with planning and implementation of firm infrastructure. Allyson majored in Mathematics at Washington State University. |
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Daisy Hall, CPA, joined ALPS Price Meadows in 2003. Daisy manages the fund administration department, which includes supervising the Administration Team's work and training on administrative topics. She is in charge of administrator production and allocation of workloads. Daisy acquired her CPA in 1995, graduated with a B.A. in Anthropology from Northwestern University and has an M.A. in Accounting from New Mexico State University.
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Wade Clouse, joined ALPS Price Meadows in 1999. Wade manages the Alternative Investment Team in the Denver office which includes overseeing the portfolio valuations as well as the fund allocations. Wade started his career at ALPS in the Fund Accounting group where he became the manager before moving into the Fund Administration department. In the Fund Administration department Wade was a Senior Fund Controller and served as an Assistant Treasurer for various ALPS clients. Wade graduated with a B.S. in Business Administration with an emphasis in Finance from the University of Colorado. |
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Katie Hall, CPA, joined ALPS Price Meadows in 2008. Katie supervises the accounting team in Denver, which includes reviewing the team's work, assisting with audits and performing conversions. She graduated with a B.S. in Business Administration from Colorado State University. Katie acquired her CPA in 2005 and worked for Deloitte & Touche for three years. During her time in public accounting she specialized in hedge funds and spent two years in the Cayman Islands.
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Myunghee Chung, CPA, has been with ALPS Price Meadows since 2000 and is the Audit and Tax Manager. She oversees the financial reporting for all client funds and assists our internal staff with qualitative issues. Additionally, Myunghee assists the development team by designing system upgrades. A former financial analyst in her native Korea, Myunghee evaluated commercial loans for National Australia Bank in Seoul. She acquired her CPA in 2000 before graduating with Honors from the Department of Economics at the University of Oregon. She also has an M.A. in Management Information Systems from Sogang University (1993) and a B.A. in Business Administration from Ewha Women's University (1991) in Seoul, Korea. Myunghee is currently working to earn her M.A. in taxation from the University of Washington.
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Angela Edwards has been with ALPS Price Meadows since 2001 and is the Internal Controls Manager. She assists fund administrators with all domestic and offshore fund partnership accounting issues. Angela oversees all liquidations, funds in transition, fund closures and develops solutions for issues regarding unusual fund structures, such as those related to complex fee structures, sidepockets, etc. Angela is a former divisional accountant for Chicago Title Insurance Company, where she oversaw all the branch accountants in her division. She earned her B.A. in Business Administration with an emphasis in finance from Seattle University in 1998.
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