Our Leadership Team

Meher has over 15 years of experience in the financial services industry. She was in-house counsel and director of compliance at Western Technology Investment (WTI), a registered investment adviser and private business development company. She has held roles as director of compliance at Duff & Phelps (now Kroll) and as an associate in the private investment funds group at Ropes & Gray LLP in New York. Meher earned her HBSc and J.D. from the University of Toronto.

Larry has 30 years of experience as an investment management attorney advising private fund managers and SEC-registered investment advisers on regulatory and compliance issues. He most recently served as General Counsel and Chief Compliance Officer for Northgate Capital, a San Francisco venture capital manager, where he oversaw the firm’s compliance program. He was previously Vice President & Managing Director of Ascendant Compliance Management’s San Francisco office, leading compliance consulting for venture capital, private equity, and hedge fund managers. He has also served as General Counsel and Chief Compliance Officer at Bellatore Financial, as Of Counsel at Shartsis Friese LLP, and as a senior associate at K&L Gates LLP. Larry earned his J.D. cum laude from New York Law School and his B.A. from Binghamton University (SUNY).

Lucy has over 5 years of experience in the financial services industry. Previously, she practiced at Dechert LLP in San Francisco and Bennett Jones LLP in Toronto, where she advised clients on private fund formation and other regulatory matters. She also completed a secondment with the Ontario Securities Commission, where she supported the Corporate Finance branch. She has advised fund managers on compliance matters as well as legal structuring, investor onboarding and governance. She helps clients navigate cross-border issues and evolving regulatory requirements. Lucy holds a J.D. from Queen’s University Faculty of Law and a Bachelor of Commerce in Finance from the University of Calgary. She is fluent in Mandarin.

Julia has over 25 years of experience in the financial services industry. Most recently, she served as Managing Director and Chief Compliance Officer of BNY Mellon Investor Solutions. Julia joined Investor Solutions at its formation and assisted with implementation of the SEC’s Marketing Rule. She was also responsible for board reporting and education. Previously, Julia was Chief Compliance Officer of Standish Mellon Asset Management, where she directed all aspects of the firm’s compliance program, including initial SEC registration and ongoing regulatory filings support. She also served as CCO for Standish’s UK and Singapore entities. Julia received her B.S. from Babson College and her MBA from the McCallum Graduate School of Business at Bentley University. She also holds the Investment Adviser Certified Compliance Professional (IACCP) designation.

Victoria has over seven years of private fund compliance experience in consulting and in-house roles. Most recently, at Greycroft LP, she developed a comprehensive compliance manual; oversaw fund operations, testing, and monitoring; managed expert network relationships; prepared SEC filings; and helped launch the firm’s first hedge fund. Previously, Victoria served as a senior compliance officer at KKR, supporting the private markets function and focusing on real estate and private equity diligence. She conducted MNPI and AML diligence and facilitated LP diligence. Victoria has also held roles at General Atlantic and began her compliance career as an analyst at ACA Compliance Group. She earned her B.A. in Government and Law from Lafayette College.

Josh works with clients to implement technology solutions and operational processes, oversees complex filing management, assists on complex SEC examinations, and builds internal process infrastructure. Josh has extensive experience leading operations and scaling growing businesses. He has worked across engineering, technology, and commercial functions, helping organizations build efficient processes and scalable operational frameworks. Prior to joining Cedar Mountain, Josh co-founded and helped scale companies from inception to teams of more than 15 employees, overseeing operations, product development, and commercialization. Josh holds a B.A. in Chemistry from The Johns Hopkins University and an M.A., M.Phil., and Ph.D. in Biochemistry from Columbia University.