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Our leaders
DAVID LEMON, CPA, FOUNDER AND MANAGING PARTNER
David began his career working in private equity with a specialization in funds of funds and distressed debt at Lehman Brothers’ Capital Analytics, where he obtained his CPA certification. He then joined JP Morgan’s Private Equity and Real Estate Services group where he served as a senior associate on the waterfall development team – a group of high-performing finance and accounting professionals that built incentive allocation models for the firm’s private equity clients. David then worked for eFront as a software consultant implementing investment and accounting software for investment managers, where he developed an appreciation for industry automation. Immediately prior to founding EdgePoint Fund Services, David was a senior VP and director at Strait Capital, where he led their private equity administration division. During his tenure, he expanded the unit from having a single client into their largest division, while developing their critical infrastructure and processes.
Michael Kocher, CPA, SENIOR FUND ACCOUNTANT
Michael is a Senior Fund Accountant for the firm. He prepares analytics and reporting for a variety of EdgePoint’s private equity and real estate clients. Prior to joining EdgePoint, Michael worked in fund administration at Whitley Penn, staffed primarily on real estate funds. Michael is a licensed CPA in the state of Texas and earned his Bachelor of Accountancy, with an emphasis in real estate, as well as his Master of Accountancy from the Patterson School of Accountancy at the University of Mississippi.
CELIA ROTH, Fund Accountant
Celia is a Fund Accountant and Head of Recruitment for the firm. She leads the AML function and prepares internal and external reporting for multiple private fund clients. She is originally from Oklahoma and was Valedictorian of her high school class. Celia is a graduate of the University of Oklahoma where she earned a B.B.A. in both Accounting and Marketing. She was awarded the OU Valedictorian Scholarship, the James and Wanda Constantin Business Scholarship and was a recurrent member the Price College Dean’s Honor Roll.
Chris trampe, cpa, director
Chris previously worked at a single family office, Crow Holdings, which transitioned to a multi-family office platform, CH Investment Partners. He has also worked at multi-affiliate asset management platform, Resolute Investment Managers, as assistant controller in addition to his duties of internal fund administration on behalf of the general partner of a private equity fund-of-funds program. He began his career in public accounting at PwC as a tax and audit associate. Chris is a licensed CPA in the state of Texas and received a B.B.A and M.P.A. in Accounting – Taxation from The University of Texas at Austin where he was a member of the Business Honors Program.
Lauren Lange, Senior Controller
Lauren is responsible for some of the daily operations of EdgePoint and its clients, overseeing cash management and client reporting. Lauren is also in charge of multiple marketing and business development efforts including investor reporting, marketing materials and client reporting functions. She previously served as a financial analyst for Rocktop Partners, a DFW based alternative investment manager that specializes in distressed consumer credit markets. Lauren is a graduate of Oklahoma State University where she earned a Bachelor of Business Administration in Marketing, minoring in Accounting and a Bachelor of Science in Customer Interface Excellence.