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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.
Jason anderson, Cfa, partner
Jason Anderson is a Partner at EdgePoint Fund Services. Jason has more than 14 years in the financial services industry. Under his tenure as a Shareholder, Director and Executive Committee Member at Strait Capital from 2009 to 2017, assets under administration increased from $40 Million to over $4 Billion. His expertise lies in architecting and delivering a full-fledge institutional operating platform for hedge funds, private equity groups, and family offices. Jason launched over 100 alternative investment vehicles while at Strait Capital. Jason has also served as Director of Anderson Capital Consulting LLC whereby he was able to provide Interim CFO and Transaction Advisory services to multiple start-up clients. He began his career as a hedge fund analyst specializing in distressed securities, mergers and acquisitions, and capital arbitrage strategies. While a university student, he was hand-picked to serve as an analyst for the $1+ Billion SMU Endowment Fund. Jason graduated Magna Cum Laude with a Bachelor of Business Administration in Finance and a Bachelor of Science in Economics with Business Honors and Department Distinction from Southern Methodist University. Jason has earned the Chartered Financial Analyst (CFA) designation.