Brett Swanson

Brett Swanson has a strong background in financial reporting and fund administration. Brett served as the Head of Financial Reporting at Theorem Fund Services from 2018, where they were responsible for overseeing financial reporting activities. Prior to this, Brett worked at Opus Fund Services from 2014 to 2018, where they held the position of Financial Reporting Manager. In this role, they managed the preparation of financial statements for various investment vehicles and directed the operations of the US west coast branch. Before joining Opus Fund Services, Brett worked as a Senior Associate at Ashland Partners from 2010 to 2014. Brett'sresponsibilities included providing consulting services to finance and wealth management firms, focusing on compliance with Global Investment Performance Standards and internal control examinations. Ashland Partners is an investment-specialist CPA firm.

Brett Swanson attended the University of Portland from 2006 to 2010, where they obtained a Bachelor of Business Administration (BBA) degree. Brett majored in Accounting and Spanish during their time at the university.