IQEQ Executive and Leadership Team

Jonathan Clay, the Chief Executive Officer at IQEQ, directs the overarching corporate strategy and global operations. Clay's leadership focuses on expanding IQEQ's market presence and enhancing its comprehensive suite of investor services, which includes compliance, administration, asset, and advisory solutions. Overseeing all functional departments, the Chief Executive Officer ensures seamless integration of services for investment funds, global companies, family offices, and private clients. This executive guides the company's long-term vision, driving innovation and operational excellence across all regions. Jonathan Clay's strategic direction is pivotal in maintaining IQEQ's reputation as a leading investor services provider, ensuring sustained growth and client satisfaction through robust governance and forward-thinking initiatives.

Todd Frank, the Senior Managing Director, Chief Financial Officer Services at IQEQ, leads the financial services division, providing critical support to clients. Frank's expertise is central to delivering robust financial administration and advisory solutions, ensuring clients meet their financial and regulatory obligations. The Senior Managing Director, Chief Financial Officer Services oversees a team dedicated to managing financial operations for investment funds and global companies. This leadership position involves strategic financial planning and execution, directly impacting client financial health and operational stability. Todd Frank's contributions are essential for maintaining the integrity and effectiveness of IQEQ's financial service offerings to family offices and private clients.

Hazel Gandarilla, the Manager, Chief Financial Officer Services and Accounting at IQEQ, directly supervises accounting functions and supports client financial operations. Gandarilla's role involves ensuring accurate financial reporting and efficient accounting practices for a portfolio of clients, including investment funds and global companies. The Manager, Chief Financial Officer Services and Accounting plays a key part in the delivery of comprehensive financial solutions, working closely with senior management. This position requires meticulous attention to detail and a deep understanding of accounting principles to support client needs. Hazel Gandarilla's management of accounting teams is vital for maintaining the high standards of IQEQ's financial services for family offices and private clients.

Wade Deffenbaugh, the Head Chief Financial Officer, Accounting & Services (Americas) at IQEQ, directs financial operations and accounting services across the Americas region. Deffenbaugh's leadership ensures that financial strategies and accounting practices are optimized to support IQEQ's growth and client service delivery within this key market. The Head Chief Financial Officer, Accounting & Services (Americas) oversees teams responsible for financial reporting, compliance, and operational support for regional clients, including investment funds and global companies. This executive role is critical for driving financial performance and operational efficiency throughout the Americas. Wade Deffenbaugh's expertise is fundamental to strengthening IQEQ's financial services presence and client relationships in the region.

Stacey Dunkerson, the Managing Director of Chief Financial Officer Services and Regulatory Reporting at IQEQ, spearheads the delivery of financial and regulatory compliance solutions. Dunkerson's expertise is crucial for clients navigating complex regulatory landscapes and financial reporting requirements. The Managing Director of Chief Financial Officer Services and Regulatory Reporting oversees teams dedicated to ensuring clients, including investment funds and global companies, adhere to all relevant regulations. This leadership role involves developing and implementing strategies that enhance client compliance and financial integrity. Stacey Dunkerson's focus on regulatory reporting is vital for maintaining trust and operational stability for family offices and private clients.

Christopher Zdybicki, the Manager, Chief Financial Officer Accounting Team at IQEQ, leads a dedicated team focused on providing expert accounting services. Zdybicki's management ensures the accuracy and timeliness of financial records for clients, supporting their overall financial health. The Manager, Chief Financial Officer Accounting Team plays a key role in the execution of accounting strategies, working to meet the specific needs of investment funds and global companies. This position requires strong organizational skills and a thorough understanding of accounting principles. Christopher Zdybicki's oversight of the accounting team is essential for upholding IQEQ's commitment to high-quality financial support for family offices and private clients.

Elise Gray, the Head Chief Financial Officer, Support Services (US) at IQEQ, directs the financial strategy and operational support for services within the United States. Gray's leadership ensures that financial operations are optimized to provide robust support for IQEQ's diverse client base in the US. The Head Chief Financial Officer, Support Services (US) oversees financial planning, analysis, and reporting, contributing to the effective delivery of all support services. This executive role is critical for maintaining financial discipline and driving efficiency across US operations. Elise Gray's financial acumen is fundamental to strengthening IQEQ's service capabilities and client relationships throughout the United States.

Yannick Roussety, the Chief Operating Officer at IQEQ, manages the day-to-day operational execution and efficiency across the organization. Roussety's responsibilities encompass optimizing internal processes and resource allocation to support IQEQ's diverse service offerings, including compliance, administration, and asset management. The Chief Operating Officer ensures that operational frameworks align with strategic objectives, facilitating the delivery of high-quality solutions to investment funds and global companies. This role involves close collaboration with other C-suite leaders to drive operational improvements and scale service delivery. Yannick Roussety's focus on operational excellence underpins the company's ability to serve family offices and private clients effectively, maintaining high standards of service and regulatory adherence.

Matthew Morgan, the Funds President & Chief Operating Officer (US) at IQEQ, leads the operational strategy and execution for the company's funds business within the United States. Morgan's dual role encompasses driving operational efficiency and strategic growth for IQEQ's fund administration services. The Funds President & Chief Operating Officer (US) oversees critical functions related to fund operations, compliance, and client management, ensuring seamless service delivery. This executive is instrumental in shaping the company's approach to serving investment funds and related entities in the US market. Matthew Morgan's leadership ensures that IQEQ's US operations meet the highest standards of performance and client satisfaction.

Atty. San Juan, the Shadow Group Chief Operating Officer at IQEQ, supports the strategic direction and operational oversight of the company's global functions. San Juan's role involves contributing to the enhancement of operational frameworks and ensuring alignment with IQEQ's overarching business objectives. The Shadow Group Chief Operating Officer assists in managing complex operational initiatives across various departments, facilitating seamless service delivery. This position requires a keen understanding of operational dynamics and strategic planning. Atty. San Juan's contributions are vital in supporting the group's operational efficiency and its commitment to providing comprehensive investor services to a global clientele.