Ian L. Holroyd

Interim Chief Financial Officer

Ian L. Holroyd, CPA (inactive), is Interim Chief Financial Officer (CFO) at The Roxborough Group, with responsibility for the firm’s finance and accounting, internal controls, investor reporting, tax, treasury, and fund financing. He also oversees human resources and information technology. He has spent his entire career in financial services with over three decades concentrated in investment management, serving as a C-suite level accounting, compliance, finance, and operations professional.

Prior to Roxborough, Mr. Holroyd founded Ideal Consulting dba IdealCFO, providing Fractional CFO services, and he was CFO for an emerging private credit firm in Orange County, CA.  He spent five years prior to that as an outsource CFO/CAO/COO at a large consulting firm that serviced numerous Investment Managers, covering their entire back and middle office. He has also served for five years at WMD Asset Management with real estate investment strategies as Chief Accounting Officer and an Executive VP, Finance and Operations.  Mr. Holroyd has worked at multiple investment management firms, including two investment banks and broker/dealers, and a finance conglomerate.

Mr. Holroyd began his career as an auditor at Deloitte in Los Angeles where he obtained his California CPA. He holds a Bachelor’s Degree in business with an emphasis in accounting from California State University, Northridge.