Peter Dibona

Peter DiBona, CPA has a diverse work experience in the financial industry. Peter started their career at State Street Bank in 1980, where they served as a First Line Manager in Fund Accounting for five years. Peter then joined Deloitte and Touche, LLP as an Audit Supervisor for investment companies, where they were responsible for multiple RIC engagements and investment advisors. In 1989, Peter joined John Hancock Advisers, Inc. as an Associate Treasurer, overseeing Fund Administration and Financial Reporting for over 30 Funds and $10 billion in AUM.

In 1992, Peter joined USAffinity Advisors, LLC as Vice President, Secretary, and Treasurer for a family of mutual funds with $500 million in AUM. Peter was responsible for financial and Board reporting, as well as operational aspects associated with the Funds. In 1994, they moved to Trust Company of the West (TCW) as a SVP, Treasurer, and Chief Accounting Officer for TCW Mutual Funds, overseeing $30 billion in AUM. Peter managed retail distribution platforms, operational vendor relationships, and served as the Principal Accounting Officer.

In 2001, Peter joined BNY Mellon Asset Servicing as the First Vice President for Investment Manager Outsourcing. Peter held this role until 2006, when they transitioned to Western Asset Management as the Head of Portfolio Administration and Fund Treasury.

Throughout their career, Peter has demonstrated their expertise in fund management, accounting, and financial reporting. Peter has also built strong relationships with vendors, auditors, and board members.

Peter DiBona, CPA obtained a Bachelor of Science degree in Accounting from Bentley University, where they studied from 1976 to 1980. In addition to their degree, they hold several certifications, including an inactive Certified Public Accountant (CPA) license obtained from the Commonwealth of Massachusetts in April 1989. Peter is also a candidate for the Chartered Financial Analyst (CFA) Institute's Certificate in Investment Performance Measurement (CIPM). Additionally, they are a CPA candidate with the California Board of Accountancy. Furthermore, Peter has obtained certifications for Series 7, 27, and 63, but they are currently inactive. These certifications were awarded by the Financial Industry Regulatory Authority (FINRA).