PHILADELPHIA FUND ALLIANCE - Key Persons


Maria Boncardo

Job Titles:
  • Stradley Ronon Marketing Manager

Morgan Lewis

Morgan Lewis counsels more than 60 mutual fund, exchange-traded fund (ETF), and closed-end fund complexes, comprising well over 1,000 investment portfolios, and represents the independent directors or trustees of more than 20 fund complexes. Our fund clients range from those sponsored and advised by some of the world's largest banks, insurance companies, and broker-dealers, to funds advised by independent investment advisers. Our fund clients collectively manage more than $1 trillion. We also represent their administrators, custodians, distributors, listing markets, subadvisers, transfer agents, and other service providers. For more information, visit www.morganlewis.com.

Tait Weller

Tait Weller is the region's leading full-service, independent accounting firm specializing in the financial services sector. We provide pro-active Audit & Assurance, Tax and Advisory services to regulated investment companies (RICs) and related and associated companies such as alternative investment funds, underwriters, investment managers, transfer agents, related financial institutions, and independent broker-dealers. We expertly guide you through complex financial and regulatory issues, including strategic and business planning, compliance and regulatory assistance, tax services, service provider evaluation and selection, information technology, and start-up mutual fund planning and registration. Our commitment to continuity of client service and learning extends from partner involvement to multi-year team assignments. For more information, visit us at www.taitweller.com.

Troutman Pepper

Troutman Pepper is a national law firm known for its higher commitment to client care. With more than 1,100 attorneys in 23 U.S. cities, the firm partners with clients across every industry sector to help them achieve their business goals. Our approach to investment fund matters is business-centric, responsive, and efficient. We advise on fund services, including fund formation and operation; fund transactions, including acquisitions, investments, and financings; and fund regulation and regulatory compliance. Our multidisciplinary team brings deep subject matter knowledge to our clients' most significant investment fund matters. To provide comprehensive counsel, we draw upon the experience of members of our corporate, tax, finance, securities, mergers and acquisitions, real estate, energy, intellectual property, employee benefits, and labor and employment practices, as appropriate. Visit www.troutman.com to learn more.