Our People

Andrew Rogers
Andrew Rogers

Chief Executive Officer

As Chief Executive Officer of Gemini Fund Services, LLC (Gemini Fund), Andrew Rogers oversees all areas of Gemini Fund, including fund administration, fund accounting, transfer agency and shareholder servicing, client services, and legal administration. He is also responsible for business development, including the conversion of existing mutual funds to Gemini Fund and assisting in the formation of new funds.

Kevin Wolf
Kevin Wolf

President

Kevin Wolf is the President of Gemini Fund Services, LLC (Gemini Fund), overseeing multiple service units, including Fund Administration, Fund Accounting and the Transfer Agency. Kevin is tasked with providing strategic direction for his team of department leaders. Prior to this, Kevin served as the Executive Vice President of Gemini Fund, overseeing the Fund Administration and Legal Administration units. Those units are responsible for providing administration services, including financial reporting, compliance reporting, performance reporting and treasury reporting.

Eddie Lund
Eddie Lund

VP, Business Development

Since 2007, Eddie Lund has served as Vice President of Business Development for Gemini Fund Services, LLC (Gemini Fund). Eddie started in the sales industry in 2000 and is responsible for new business development, including managing the sales process used to attract new clients to Gemini Fund. Part of Eddie’s role includes educating investment advisors on the many pooled investment products Gemini Fund services and helping them find the best solution for their business. Eddie also spends his time consulting with advisors on how to best grow their pooled investment vehicle through various distribution efforts and how to efficiently operate their vehicle. Eddie is also the Vice President of Business Development for Gemini Fund sister firm Gemini Hedge Fund Services, LLC.

James Ash
James Ash

SVP, Legal Administration

As Senior Vice President of Legal Administration, James provides strategic direction for the legal administration team at Gemini Fund Services, LLC (Gemini Fund). In addition to overseeing the Gemini Fund legal administration department, James serves as Secretary or Assistant Secretary to several fund families, comprising over 100 mutual funds. James supervises a team of experienced paralegals that oversee all of Gemini Fund’s mutual fund clients and works closely with the various departments of Gemini Fund and its affiliates, including Fund Administration, Fund Accounting, Transfer Agency, Compliance Services and Distribution.

Kara Baird
Kara Baird

SVP, Transfer Agent

Kara Baird serves as the Senior Vice President of the Transfer Agent for Gemini Fund Services, LLC (Gemini Fund). Kara is responsible for the oversight of shareholder recordkeeping, transaction processing, broker/dealer relations, call center functions, shareholder tax reporting and all associated shareholder communications. She also manages the Transfer Agent functions for the 529 Plan servicing unit.

Jim Colantino
Jim Colantino

SVP, Fund Administration

Jim began his career in the mutual fund industry in 1992 as a fund accountant with the predecessor of Gemini Fund Services, LLC (Gemini Fund). Jim, along with the members of his staff, serves our clients as Senior Vice President of Fund Administration. Previously, he served as Vice President of Fund Administration for six years. Within fund administration, Jim is primarily responsible for overseeing all aspects of financial, performance, treasury and compliance reporting. In addition to providing ongoing services to our clients, Jim has also assisted in the successful launch of numerous mutual funds with various investment strategies. Jim also serves as an officer to certain clients of Gemini Fund.

Susan Hansen
Susan Hansen

SVP, Client Services

Susan Hansen, who joined Gemini Fund Services, LLC (Gemini Fund), in April 2000, has over 24 years of mutual fund service and sales experience. Susan is the Senior Vice President of Client Services for the day-to-day operations for Client Services. She ensures that each client is provided with the highest level of service and serves as an additional contact between the client and all Gemini Fund departments. Additionally, Susan coordinates and manages the process for all new fund launches and fund conversions.

Scott Spratlen
Scott Spratlen

SVP, Technology

Scott Spratlen is the Senior Vice President of Technology for Gemini Fund Services, LLC (Gemini Fund). Scott has over 20 years experience and works as a key contributor in formulating the strategic technology goals for Gemini Fund and is responsible for the technology infrastructure. He coordinates all technology initiatives across Gemini Fund and several sister firms to develop systems and solutions for internal and external clients. Scott’s responsibilities include oversight of the day-to-day functions of the Software Development and Network Systems departments.

Kristin McCann
Kristin McCann

SVP & Chief Compliance Officer

Kristin McCann currently serves as Senior Vice President and Chief Compliance Officer for Gemini Fund Services, LLC (Gemini Fund). She is responsible for overseeing the Internal Compliance & Control Department, as well as Gemini Fund’s Compliance Program. Kristin currently chairs the Compliance and Risk Committees, in addition to being a member of the Pricing Committee. She also serves as a liaison between Gemini Fund and external audit firms and regulatory agencies.

Michael McDermott
Michael McDermott

SVP, Fund Accounting

Michael McDermott serves as Senior Vice President of Fund Accounting for Gemini Fund Services, LLC (Gemini Fund), in our New York office. His services, along with those of his staff accountants, include performing the daily NAV calculation for the mutual funds, cash forecasting, and corporate action processing as well as producing daily and monthly cash and custody reconciliations.

Wendy Wang
Wendy Wang

SVP, Tax & Compliance

Wendy Wang joined Gemini Fund Services, LLC (Gemini Fund), in 2006. She is the Senior Vice President of Tax & Compliance and is responsible for compliance and tax servicing for Gemini Fund’s clients. In this capacity, she ensures clients understand and are compliant with the rules and regulations that relate to their funds. She manages the administrators in their post-trade compliance duties. Additionally, Wendy is responsible for providing tax analysis and computation for auditors and annual report disclosures.

Chris Walker
Chris Walker

VP, Business Development – West

Chris joined Gemini Fund Services, LLC (Gemini Fund) in 2010 as Associate Vice President of Business Development focusing on the Western side of the U.S. Chris is responsible for new business development, including managing the sales process used to attract new Gemini Fund clients. Part of his role includes educating investment advisors on the many pooled investment products Gemini Fund services and helping them identify the best solution for their business.

Jace Schuppan
Jace Schuppan

VP, Business Development – East

Jace joined Gemini Fund Services, LLC (Gemini Fund) in 2009 and is currently an Associate Vice President of Business Development focusing on the Eastern side of the U.S. Jace is responsible for new business development, including managing the sales process used to attract new Gemini Fund clients. Part of Jace’s role includes educating investment advisors on the many pooled investment products Gemini Fund services and helping them identify the best solution for their business. Jace also spends his time consulting with advisors on how to best grow their pooled investment vehicle through various distribution efforts and how to efficiently operate their vehicle. Jace’s past experience in account management and technical support allows him to easily identify the needs, various backgrounds and personalities of our clients.

Kyle Thorberg
Kyle Thorberg

Internal Wholesaler – West

Kyle joined Gemini Fund Services, LLC (Gemini Fund) in 2013 as an Internal Wholesaler for the Western portion of the U.S. After spending 11 years in the financial services industry, Kyle decided to turn his attention toward the development of pooled investment products for advisors. Kyle maintains a thorough understanding of the products available so that he can provide a prompt response to advisor inquiries. Kyle utilizes his internal and external networks in order to ensure that advisors receive all correspondence they need regarding starting a pooled product.

Matt Swartz
Matt Swartz

Internal Wholesaler – East

Matt joined Gemini Fund Services, LLC (Gemini Fund) in 2015 as an Internal Wholesaler for the Eastern portion of the U.S. After spending four years in the financial services industry, Matt is excited to focus on pooled investment products for advisors. Matt maintains a thorough understanding of the products available so that he can provide a prompt response to advisor inquiries. Matt utilizes his internal and external networks in order to ensure that advisors receive all correspondence they need regarding starting a pooled product. Matt was most recently an Account Manager at a Gemini Fund sister company, Orion Advisor Services, LLC.