IQEQ Executive and Leadership Team

John Morse, the Chief Executive Officer at IQEQ, directs the overarching strategic vision for the global investor services provider. Morse architects long-term growth initiatives while overseeing the integration of fund administration and corporate trust solutions across international jurisdictions. By aligning corporate objectives with market demands, the Chief Executive Officer ensures the firm maintains a competitive edge in debt and capital markets. John Morse fosters collaboration among senior leadership to optimize service delivery and operational efficiency. This executive role involves constant engagement with the Board to refine business models and expand the footprint of the organization. Through rigorous oversight of global performance metrics, the Chief Executive Officer drives sustainable value for investors. Morse maintains a focus on technological innovation to enhance service quality, ensuring the firm remains a leader in the complex landscape of global finance and investment services.

Abigail Orr, the Regional Chief Executive Officer, Shadow (Asia) at IQEQ, manages the strategic expansion and operational stability of the firm across Asian markets. Orr drives regional initiatives that align with the broader global mission of providing high-quality fund administration and loan servicing. By navigating complex regulatory environments, the Regional Chief Executive Officer, Shadow (Asia) ensures seamless service delivery for diverse investor portfolios. Abigail Orr coordinates with global leadership to implement technology-enabled solutions tailored to the specific needs of the Asian financial sector. This leadership position requires constant monitoring of market trends to identify growth opportunities and mitigate risks. Through the development of local talent and the optimization of regional workflows, the Regional Chief Executive Officer, Shadow (Asia) strengthens the market position of the firm. Orr maintains a commitment to operational excellence, ensuring consistent service standards across all regional client engagements.

Besa Markovic-Bajraktari, the Senior Managing Director - Chief Financial Officer Hedge Fund Accounting at IQEQ, directs the financial reporting and accounting functions for the hedge fund division. Markovic-Bajraktari oversees the accuracy of complex financial data, ensuring that all reporting meets the rigorous standards required by global investors. By managing the accounting teams, the Senior Managing Director - Chief Financial Officer Hedge Fund Accounting ensures the timely delivery of financial statements and performance reports. Besa Markovic-Bajraktari collaborates with other senior leaders to provide financial insights that support strategic decision-making. This role involves the continuous improvement of accounting processes to enhance efficiency and transparency. Through the application of deep industry expertise, the Senior Managing Director - Chief Financial Officer Hedge Fund Accounting ensures that the firm maintains its competitive advantage in the hedge fund sector. Markovic-Bajraktari drives financial excellence, ensuring that all accounting operations support the broader growth objectives of the firm.

Rania Francis, the Director - Chief Financial Officer Services at IQEQ, manages the delivery of outsourced financial services to a diverse client base. Francis directs the provision of high-level financial support, including reporting and advisory services, to ensure clients meet their operational and regulatory obligations. By overseeing the service delivery teams, the Director - Chief Financial Officer Services ensures that all client engagements are executed with precision and professionalism. Rania Francis collaborates with other senior leaders to integrate these services into the broader IQEQ offering. This role involves the strategic management of client relationships to ensure satisfaction and long-term retention. Through the application of deep financial expertise, the Director - Chief Financial Officer Services drives value for clients by optimizing their financial operations. Francis maintains a focus on quality and efficiency, ensuring that the firm remains a trusted provider of outsourced financial solutions in the global market.

Yaoming Gong, the Director. Chief Financial Officer Services and Consulting at IQEQ, directs the consulting arm of the financial services division. Gong architects strategic advisory solutions that help clients optimize their financial structures and operational processes. By providing expert guidance on complex financial matters, the Director. Chief Financial Officer Services and Consulting ensures that clients achieve their business objectives while maintaining compliance with global standards. Yaoming Gong collaborates with the broader leadership team to develop innovative consulting methodologies that address the evolving needs of the investment community. This role involves the management of high-level consulting projects and the development of strong client relationships. Through the delivery of actionable insights, the Director. Chief Financial Officer Services and Consulting drives significant value for clients. Gong focuses on maintaining a high standard of service, ensuring that the firm remains a leader in financial consulting and advisory services.

John Sullivan, the Director, Hedge Fund Chief Financial Officer at IQEQ, manages the financial operations and reporting for hedge fund clients. Sullivan directs the preparation of financial statements and ensures that all accounting practices align with industry regulations. By overseeing the financial health of client portfolios, the Director, Hedge Fund Chief Financial Officer provides essential support for investment decision-making. John Sullivan collaborates with internal teams to streamline reporting processes and enhance the quality of financial data provided to clients. This role involves the strategic management of client accounts to ensure that all financial requirements are met with accuracy and efficiency. Through the application of deep technical knowledge, the Director, Hedge Fund Chief Financial Officer drives operational success for hedge fund clients. Sullivan maintains a focus on excellence, ensuring that the firm remains a trusted partner for hedge fund accounting and financial management services.

Yannick Roussety, the Chief Operating Officer at IQEQ, manages the internal infrastructure and operational efficiency of the firm. Roussety architects scalable systems that support fund administration and corporate trust services, ensuring that all departments function with maximum productivity. By streamlining internal processes, the Chief Operating Officer enables the organization to handle complex loan servicing and securitisation tasks with precision. Yannick Roussety works closely with the executive team to integrate new technologies that enhance service delivery and reduce operational overhead. This leadership role involves the continuous assessment of internal performance metrics to identify areas for improvement and innovation. Through the effective management of cross-functional teams, the Chief Operating Officer ensures that the firm meets its strategic goals while maintaining high standards of quality. Roussety drives operational excellence, ensuring that the firm remains agile and responsive to the evolving needs of the global investment community.

Atty. San Juan, the Shadow Group Chief Operating Officer at IQEQ, oversees the governance and risk management frameworks that support global operations. San Juan directs the implementation of compliance protocols across all service lines, including fund administration and corporate trust. By monitoring regulatory changes, the Shadow Group Chief Operating Officer ensures that the firm maintains the highest standards of integrity and operational security. Atty. San Juan collaborates with the executive team to refine internal policies and strengthen the organizational structure. This role involves the oversight of critical business processes to ensure alignment with the long-term strategic objectives of the firm. Through the proactive identification of operational risks, the Shadow Group Chief Operating Officer protects the interests of clients and stakeholders. San Juan drives the development of robust internal controls, ensuring that the firm operates efficiently and transparently within the complex global financial services market.

Michael Minces, the Chief Revenue Officer (North America) at IQEQ, directs the sales and business development strategies across the North American market. Minces architects revenue-generating initiatives that expand the reach of fund administration and corporate trust services. By identifying new market opportunities, the Chief Revenue Officer (North America) ensures the firm captures significant market share in the competitive investment services landscape. Michael Minces collaborates with regional teams to tailor service offerings to the specific needs of North American clients. This leadership role involves the management of client acquisition pipelines and the cultivation of long-term partnerships. Through the implementation of data-driven sales strategies, the Chief Revenue Officer (North America) drives consistent revenue growth and enhances the market presence of the firm. Minces focuses on delivering value to clients, ensuring that the firm remains a preferred partner for complex financial and investment solutions in the region.

Geoffrey McDonald, the Managing Director at IQEQ, oversees the execution of complex capital markets and securitisation solutions. McDonald directs the daily operations of specialized teams to ensure the delivery of high-value services to institutional clients. By managing client relationships and internal resources, the Managing Director supports the firm in maintaining its reputation for technical expertise in debt and capital markets. Geoffrey McDonald collaborates with other senior leaders to refine service offerings and improve operational workflows. This role involves the strategic management of high-stakes projects, ensuring compliance with global standards while meeting specific client requirements. Through the implementation of efficient processes, the Managing Director drives revenue growth and operational scalability. McDonald focuses on maintaining strong partnerships with stakeholders, ensuring the firm remains a trusted advisor in the global investment services landscape while consistently delivering superior financial outcomes for all clients.