Evelyn supports the operations of Virtera Partners, with responsibility spanning performance and portfolio reporting, account management, and operational due diligence for new investments. She plays a key role in rebalancing and portfolio allocation discussions, processing subscriptions and redemptions for private investment funds, and overseeing the firm's outsourced fund administrator. She also assists with trade execution, allocation, and reconciliation for internally managed strategies. Prior to joining Virtera, Evelyn served as a Senior Financial Analyst at CBIZ, Inc., where she managed the external financial reporting for quarterly and annual SEC filings, authored technical accounting memos on topics including segment reporting and debt transactions, and partnered with internal and external auditors to support audit completion. Earlier in her career, Evelyn spent five years at RSM US LLP in the Assurance practice, where she led audit engagements for a public company with nearly $4 billion in revenue and oversaw SOX testing to PCAOB standards. Evelyn earned a Bachelor of Business Administration in Accounting from Ohio University's College of Business.