David Pollack
Founder · CFA Charterholder
David's expertise is in fund accounting systems, data management, workflows, and process automation. He has a deep understanding of investing, accounting, software, and infrastructure that he has successfully utilized to improve process and productivity at multiple alternative investment firms over his 20-year career. He has worked on both the IT side and back-office processes across the alternative investment space, pairing hands-on software development and database expertise with product management experience for startups.
Areas of Expertise
- Fund accounting systems
- Data management & workflows
- Process automation
- Software development & databases
- Product management for startups
Education & Credentials
- B.A. Computer Science, Columbia University
- CFA charterholder
- 20+ years in the alternative space
Jenny Lauderdale
Fractional CFO Services · Tax Advisory · Consulting · CPA
16+ years across investments, real estate, construction, and nonprofits. Jenny began her career in Ernst & Young's asset management audit practice in New York, became a Manager at Centerbridge Partners, then a Director at Blackstone Inc., where she managed an $8 billion real estate debt investment fund, before serving as Controller at a boutique venture capital firm. Her work spans financial reporting, operations, payroll, and HR for businesses of all sizes, plus technical accounting — investment due diligence, business monitoring, and valuations.
Career Highlights
- Ernst & Young — Asset Mgmt Audit
- Centerbridge Partners — Manager
- Blackstone Inc. — Director, $8B RE debt fund
- Boutique VC Firm — Controller
Credentials & Service
- Active CPA license since 2013
- B.S. Accounting & B.S. Finance (Honors), FSU — full scholarship
- Board of Managers, McBurney YMCA NYC (2017–2020)
- Taught nonprofit board management, NY Junior League
Brian Leeds
Financial Technology · Fund Accounting · Platform Implementation
Financial technology professional with 10+ years at the intersection of fund accounting, platform implementation, and production support. Brian has built waterfall and management fee algorithms, written custom queries, and translated complex fund economics into working system logic at firms including Apollo Global Management, Gen II, and Centerbridge Partners. "I bridge the gap between accounting teams and the technology they run on."
Career Highlights
- Apollo Global Management
- Gen II Fund Services
- Centerbridge Partners
Specialties
- Waterfall & fee modeling
- Platform implementation
- UAT & production support
- Recs & recon design
- Query writing & data management
- Business–tech liaison
