Ivy joined Pinnacle in July of 2022 and is responsible for providing fund administration services to Pinnacle’s private equity clients. Ivy has over 7 years of experience in the financial service industry. Prior to joining Pinnacle, Ivy worked at RBC capital markets as a manager where she was responsible for Private Equity financial reporting and client relationships management. Previously, Ivy worked at Citco Canada for 3 years in various hedge fund functions.

Ivy is a Chartered Professional Accountant and holds the CFA designation. She also has a Bachelor of Management and Accounting degree from the University of Toronto.