Vin Toner

Vin Toner

Advisor

Vin Toner is an independent advisor for the Apogem Evergreen team.  Vin is an accomplished financial executive in the areas of mutual fund accounting, administration, and transfer agent operations, spanning both service-provider and client perspectives. His areas of expertise include designing and implementing accounting and operational frameworks, leading transformation and integration initiatives, and advising on investment and valuation committees, vendor oversight, and risk mitigation.

Prior to joining Apogem, Vin spent over three decades in the asset management industry including senior leadership roles at Transamerica Asset Management, Brown Brothers Harriman, and OppenheimerFunds.   

Vin holds a BBA in Finance from Western Connecticut State University's Ancell School of Business and studied Dutch and international business at Rijksuniversiteit Groningen in the Netherlands. He is a NICSA Certified Mutual Fund Specialist, a licensed Notary Public, and a former member of the Investment Company Institute's Accounting/Treasurer's, Operations and Transfer Agent Advisory Committees. He currently serves as Board Director and Treasurer of SOAR (Seeing Our Adolescents Rise) in Denver, where he chairs the Finance and Audit Committee.

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