Partner, Chief Operating Officer, Chief Compliance Officer
Alison joined Ironwood in 2005 and is a Partner and Chief Operating Officer. Alison is responsible for overseeing all of Ironwood’s operations including: legal, operational due diligence, compliance, administration, and accounting. Alison also serves as Ironwood's Chief Compliance Officer for both the registered and private funds, and is a member of the firm's Leadership Committee, Management Committee, Operational Due Diligence Committee, Valuation Committee, and Compliance Committee. Prior to Ironwood, Alison was a Principal with Banc of America Prime Brokerage. Prior to Banc of America, Alison spent two years with Grosvenor Capital Management and five years with the Hedge Fund Advisory Group of Arthur Andersen, LLP. Alison received a B.S. in Accountancy from Miami University in Oxford, Ohio. Alison is a Board Member of the Miami University Foundation where she serves on the Investment Committee which oversees management and stewardship of the Miami University endowment. In 2017, Alison was named to the EY | Hedge Fund Journal’s list of Top 50 Women in Hedge Funds.
William Phillips, CAIA
Partner, Managing Director, Investor Relations
Bill joined Ironwood in 2009 and is a Partner and Managing Director. Bill is responsible for overseeing Ironwood's Investor Relations team, as well as business development and managing Ironwood's national consultant and platform distribution relationships. Bill is a member of the firm's Leadership Committee and Compliance Committee. Prior to Ironwood, Bill worked for eight years at Fisher Investments where he was a Vice President responsible for institutional consultant relations, client service, and business development in the Midwest. Bill received a B.G.S. in Communication Studies from the University of Kansas. Bill is a CAIA designee and is a member of the Chartered Alternative Investment Analyst Association. Bill holds Series 24, 7, 63, 3 and 30 licenses and his background can be checked on FINRA's BrokerCheck.
Laurie Chatoff, CPA
Partner, Chief Financial Officer
Laurie joined Ironwood in 2010 and is a Partner and Chief Financial Officer. Laurie is responsible for overseeing financial and accounting matters for the firm. Laurie is a member of the firm's Management Committee, Valuation Committee, and Compliance Committee. Prior to Ironwood, Laurie formed Laurel Fund Services, a consulting firm that provides customized accounting and consulting services to hedge funds. Prior to forming Laurel Fund Services, she was a principal of Rothstein, Kass & Co., a national accounting firm where she specialized in providing audit, tax, and consulting services to alternative investment entities. Prior to Rothstein, Kass & Co., Laurie began her professional accounting career in the audit group of the San Francisco office of Arthur Andersen. Laurie is a Certified Public Accountant and received a B.S., summa cum laude, in Business Administration with a focus in Accounting from San Francisco State University.
Partner, Director, Investor Relations
Alana joined Ironwood in 2008 and is a Partner and Director. She focuses primarily on business development and servicing Ironwood's consultant and platform distribution relationships, as well as managing Ironwood's internal sales and client service team. Prior to Ironwood, Alana worked for eight years as a Financial Advisor at Smith Barney in the firm's Private Wealth Management Division developing and managing client relationships. Alana received a B.S. in Finance from the University of Connecticut. Alana holds Series 7, 63 and 3 licenses and her background can be checked on FINRA's BrokerCheck.
Martha Boero, CPA
Chief Accounting Officer
Martha joined Ironwood in 2006 and is Chief Accounting Officer. Martha is responsible for overseeing financial and accounting matters for Ironwood's investment funds, as well as supervising Ironwood’s fund accounting team. Martha is a member of the firm's Operational Due Diligence Committee, Valuation Committee, and serves as Treasurer for Ironwood's registered funds. Prior to Ironwood, Martha worked as a Performance Analyst for the PrivateEdge Group at State Street Bank. Martha is a Certified Public Accountant and received a B.S. in Accounting and Finance from Boston College.
Senior Vice President, Investor Services
Jim joined Ironwood in 2018 and is a Senior Vice President. Jim is responsible for overseeing Ironwood’s Investor Services team, as well as coordinating with Ironwood’s transfer agency and distribution partners. He is a member of the firm's Compliance Committee. Prior to Ironwood, Jim spent twenty-one years with Grosvenor Capital Management where he held several different roles including Controller, Business Architect, and Treasurer. Prior to Grosvenor, Jim spent three years with Citadel Investment Group as Controller and two and a half years with PricewaterhouseCoopers in their financial services audit practice. Jim received a B.S. in Accountancy from DePaul University in Chicago, Illinois. Jim holds his Series 7 and 63 licenses and his background can be checked on FINRA's BrokerCheck.
Vice President, Regulatory & Compliance
Michael joined Ironwood in 2017 and is a Vice President. Michael is responsible for overseeing the day-to-day management of Ironwood’s regulatory and compliance program, assisting Ironwood’s Chief Compliance Officer, and liaising with Ironwood’s compliance consultant, ACA Compliance Group. He is a member of the firm’s Compliance Committee and is the Secretary for Ironwood's registered funds. Prior to Ironwood, Michael worked as a Senior Associate in the compliance group at Mesirow Advanced Strategies. Michael received a B.S. in Management from Emmanuel College and an M.B.A. from Roosevelt University.