Monica Wood Bio

Monica Wood is the firm’s Vice President – Finance and Chief Compliance Officer and has over 20 years of accounting, audit and financial reporting experience. Her primary responsibilities include fund administration, operations, financial and investor reporting, budgeting, SEC and FINRA reporting and compliance, risk management and human resources. Previously, Monica was employed with Truist Financial Corporation where she served as CFO, Treasurer and FINOP for Truist Investment Services, Inc. and Truist Advisory Services, Inc. While acting as FINOP, Monica led and managed the internal and external reporting process and served as a key member of the accounting team. Prior to Truist, Monica held a variety of reporting, audit and accounting positions with SunTrust, Inc., BWAY Corporation, and PwC.