Who We Are
We are your GIPS® compliance and performance review resource, passionate about using our decades of experience to help your firm.
Kim is a veteran verification professional who brings over 23 years of investment operations risk management and consulting experience to every GIPS verification.
Kim’s career in finance began in 1995 working with one of the largest global providers of GIPS verification services. As Director of Verification Services, Kim oversaw hundreds of verifications and thousands of performance examinations, creating deep partnerships with individual firms to help grow their businesses and meet compliance objectives.
Now a recognized leader in the business, Kim is a regular speaker at national industry conferences. Her investment career includes training and empowering a generation of verifiers, leading client service initiatives for over 800 clients, and combining her Master’s degree in Education with her work experience to develop and teach national CIPM exam review courses and a CFA Level III exam review course on the GIPS standards. From 2001 to 2019, Kim also worked alongside principals from regional and Big Four accounting firms and CFA Institute staff to develop guidance for CPAs reporting on the GIPS standards.
Kim is also a Certified Securities Compliance Professional. Her other risk management experience includes working as a Chief Compliance Officer, consulting with asset owners on investment operations solutions, and leading operational due diligence examinations of hedge fund managers
Outside of work, Kim likes climbing the Cascades with her husband, cheering on their five mostly grown kids, and being ever-inspired by the life-changing service work she contributes to as a member of Rotary International.
Janice Kitzman, CIPM
Janice has more than 10 years of experience working as a thoughtful and energetic verification lead for clients from large, complex asset managers to small start-up firms and everything in between. Her experience spans a wide variety of investment strategies, giving her a deep understanding of the unique performance challenges that different strategies can pose. Janice first worked with Kim in 2010 at Ashland Partners in Southern Oregon. After moving to Portland, she spent over 7 years working with Vincent Performance Services and its acquiring firm, ACA Performance Services.
As Managing Director at Cascade Compliance, Janice provides client consulting, leads strategic initiatives, creates client tools and templates, and continuously develops improvements to ensure an effective, well-organized verification process and top-tier service for every client. She also currently serves as a volunteer on the GIPS Verification Subcommittee.
Janice holds a Bachelor of Science degree in Mathematics from Southern Oregon University.
In her free time, Janice enjoys spending time with her family and exploring all the Pacific Northwest has to offer.
Jordan joined Cascade Compliance in July 2018, specializing in data analytics. He has supported the senior members of the team on dozens of verifications and performance examinations and developed curriculum on the GIPS standards for workshops and seminars. His experience spans a variety of investment strategies including equities, bonds, private debt, and currency overlays. Jordan is committed to promoting full disclosure and fair representation of investment performance results.
He received his Bachelor of Science degree in Finance from Oregon State University.
When he’s not at work, Jordan is an avid cyclist, skier, and snowboarder who enjoys exploring new roads on his bicycle and heading for the mountains at the first sign of fresh powder.
Cascade Compliance is proud to be a woman-owned business and a benefit company.