Winter Park’s Triloma upgrades team with financial advisor appointments

Investment management firm Triloma Financial Group, headquartered in Winter Park, Florida, recently confirmed three key internal appointments.


Investment management firm Triloma Financial Group, headquartered in Winter Park, Florida, recently confirmed three key internal appointments.

Elizabeth Strouse, Elizabeth Ortiz and Minerva Rodriguez were respectively named as chief financial officer, fund controller and fund accounting manager for Triloma Energy Advisors, which oversees both Triloma EIG Global Energy Fund and Triloma EIG Global Energy Fund I.

Incoming CFO Strouse, with accounting, administration and financial reporting experience in the investment management industry, comes from a background serving State Street Corp. and Transamerica Asset Management, while Ortiz also offers accounting and financial reporting expertise, most recently with BNY Mellon overseeing mutual funds.

Rodriguez brings a background of over 20 years in financial management, also at BNY Mellon, where she handled fund accounting, processing, net assets valuation, SEC filings preparation, and reporting of equity and fixed income securities, term loans, derivatives and complex financial instruments.

"We are thrilled to welcome Liz, Elizabeth and Minerva to our growing team," Deryck Harmer, Triloma Energy Advisors president and CEO, said. "Triloma is focused on providing best-in-class support and service, and the collective experience they bring to our group is a terrific asset as we ramp up investment operations for the energy funds."

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