Who We Are and What We Stand For
Simplifying investment performance management for organizations of all sizes.
300+
Clients Satisfied With Our Service
8
Countries Covered
10+
Verification Firms Supported
115+
Firms Made GIPS Compliant
A team of experts dedicated to empowering our clients.
Longs Peak is a trusted partner for investment firms and asset owners, specializing in GIPS® compliance and investment performance solutions. Longs Peak combines proprietary tools with years of experience to partner with our clients and help them achieve their investment performance needs.
At Longs Peak, our mission is to enhance transparency and reliability in investment performance information, empowering investors to make better, more informed decisions. Longs Peak provides investment managers of all sizes with access to professional performance expertise and tools, enabling emerging managers to compete effectively and facilitating their growth.
What we believe in.
Our core values guide our work and relationships.
Act With Integrity
- We uphold the highest levels of integrity in the financial industry through our work, interactions with our colleagues and our clients
- We behave ethically and honestly and are not afraid to admit to mistakes
- We are transparent about our weaknesses and aren’t afraid to ask for help from our teammates
- We always do what’s right, even if it means risking looking bad or potentially losing business – the integrity of our work is paramount to what we do
- We treat others with respect and have zero tolerance for behavior that is offensive or undermines our values
Operate with Excellence
- We are dedicated to providing exceptional client service and are committed to making our clients’ lives easier through the work that we do for them
- We seek to avoid making mistakes that undermine the quality and integrity of our work
- We listen carefully, instead of reacting quickly
- We strive to continuously improve what we do so that mistakes can be eliminated or at least minimized
- We maintain our composure in stressful or upsetting situations
- We challenge the status quo when warranted and never stop searching for ways to improve our business, our clients’ business and to make everyone’s lives easier
Simplify the Complex
- We make GIPS compliance attainable for any organization in the world
- We help minimize complexity and simplify what we do for our clients as well as what we do internally
- We believe in providing practical advice that simplifies complex topics and delivers them in plain language
- We continually build new and improved tools and processes to improve efficiency
- We are concise and articulate in verbal and written communication with clients and team members
Use Prudent Judgment
- We seek to make wise decisions (technical, business and people-related) even when the outcome is uncertain
- We think and act strategically, not just about our work, but also in our interactions with others
- We seek to identify and prioritize what must be done now vs. what can be done later
- We trust our team and empower our teammates to use their judgment in their work
- We value accuracy and completeness over speed – we do not need to answer all questions immediately if research is necessary to answer a question properly
- We are eager to learn and adapt quickly
Be One Team
- We make time to help our colleagues and share information and knowledge openly and proactively
- We demonstrate our values to our colleagues and are committed to being someone that can be relied on
- We treat people with respect, regardless of who they are or whether our opinions differ
- We empower each other through trusted collaboration
- We accomplish amazing amounts of meaningful work
- We take calculated risks and operate with a ‘can-do’ attitude
- We question actions that are inconsistent with our values
- We strive to learn new things outside of our comfort zone
Live Your Best Life
- We take time to take care of our physical and mental health
- We manage stress by finding an appropriate work/life balance
- We take full advantage of our paid-time-off and wellness benefits
- We support each other to meet personal goals
- We find ways to have fun at work
- We celebrate wins and learn from losses
Meet the Team Behind Longs Peak
Dedicated professionals with a passion for performance excellence.
Sean P. Gilligan
CFA, CPA, CIPM – Managing Partner
Founder, firm visionary, and master of simplifying the complex. Sean has over 20 years of experience in the investment industry, with the last 15 years focused specifically on investment performance and GIPS compliance. From the front office to the back office, Sean has seen it all and has a deep understanding of how investment firms and asset owners operate. Sean is passionate about helping firms understand complex topics. With his unique ability to breakdown complicated topics into simple, digestible terms, Sean strives to make GIPS compliance easy enough for any firm in the world to comply.
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Sean P. Gilligan
Founder, firm visionary, and master of simplifying the complex. Sean has over 20 years of experience in the investment industry, with the last 15 years focused specifically on investment performance and GIPS compliance. From the front office to the back office, Sean has seen it all and has a deep understanding of how investment firms and asset owners operate. Sean is passionate about helping firms understand complex topics. With his unique ability to breakdown complicated topics into simple, digestible terms, Sean strives to make GIPS compliance easy enough for any firm in the world to comply.
Jocelyn Gilligan
CFA, CIPM - Partner
Co-founder, visionary leader, and accountability guru. Jocelyn has 13 years of experience in the financial services industry. She leads Longs Peak’s firm vision and heads our factsheet and pitchbook service line, blending her deep knowledge of investment performance with a sharp eye for design. A self-proclaimed creative geek, Jocelyn brings both performance and presentation to the table — ensuring our materials are not only accurate but also impactful. Passionate about client service and project management, she’s worked with some of the world’s largest financial institutions. After serving as a Manager at Ernst & Young, Jocelyn shifted gears to become a mother, but her heart never fully left her professional path. Helping start Longs Peak was one of the best decisions she’s ever made, as she thrives on leading internal initiatives, challenging the executive team to meet and exceed goals, and developing our team of GIPS standards superstars.
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Jocelyn Gilligan
Co-founder, visionary leader, and accountability guru. Jocelyn has 13 years of experience in the financial services industry. She leads Longs Peak’s firm vision and heads our factsheet and pitchbook service line, blending her deep knowledge of investment performance with a sharp eye for design. A self-proclaimed creative geek, Jocelyn brings both performance and presentation to the table — ensuring our materials are not only accurate but also impactful. Passionate about client service and project management, she’s worked with some of the world’s largest financial institutions. After serving as a Manager at Ernst & Young, Jocelyn shifted gears to become a mother, but her heart never fully left her professional path. Helping start Longs Peak was one of the best decisions she’s ever made, as she thrives on leading internal initiatives, challenging the executive team to meet and exceed goals, and developing our team of GIPS standards superstars.
Matt Deatherage
CFA, CIPM – Partner
Trailblazer, champion of training, and master of all things GIPS. Matt joined Longs Peak in the fall of 2019 and has over 7 years of experience working specifically with the GIPS standards as a verifier and consultant. Having worked for the largest verification firm for 6 years, he has the experience necessary to help firms of all shapes and sizes implement the GIPS standards. Matt is a seasoned GIPS consultant and is exceptional at client service and leading teams. His ability to coach our team and lead our clients through their GIPS engagements is unparalleled.
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Matt Deatherage
Trailblazer, champion of training, and master of all things GIPS. Matt joined Longs Peak in the fall of 2019 and has over 7 years of experience working specifically with the GIPS standards as a verifier and consultant. Having worked for the largest verification firm for 6 years, he has the experience necessary to help firms of all shapes and sizes implement the GIPS standards. Matt is a seasoned GIPS consultant and is exceptional at client service and leading teams. His ability to coach our team and lead our clients through their GIPS engagements is unparalleled.
Lauren Pepping
Chief of Staff
Entrepreneur, problem solver, and strategic thinker. Over the past decade, Lauren founded and operated her own company, wearing many hats and gaining a wealth of experience along the way. This journey sharpened her ability to deliver exceptional service, think creatively, and adapt to an ever-changing world. As Longs Peak’s Chief of Staff, Lauren brings structure, focus, and heart to the team — keeping projects on track and people feeling supported. With an entrepreneurial mindset and a knack for keeping people happy and engaged, she plays a vital role in helping the firm thrive from the inside out.
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Lauren Pepping
Entrepreneur, problem solver, and strategic thinker. Over the past decade, Lauren founded and operated her own company, wearing many hats and gaining a wealth of experience along the way. This journey sharpened her ability to deliver exceptional service, think creatively, and adapt to an ever-changing world. As Longs Peak’s Chief of Staff, Lauren brings structure, focus, and heart to the team — keeping projects on track and people feeling supported. With an entrepreneurial mindset and a knack for keeping people happy and engaged, she plays a vital role in helping the firm thrive from the inside out.
Cameron Payseno
CIPM – Senior Manager
Project manager, client process specialist, and chairman of fun. Cameron joined Longs Peak in 2018 after graduating from the University of Colorado where he was an Evans Scholar and graduated with an Honors degree in Quantitative Economics. With a love for statistics and client engagement, Cameron is well suited to manage engagements of all kinds. Cameron is a catalyst of entertainment and ensures his fellow teammates find joy in what we do every day.
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Cameron Payseno
Project manager, client process specialist, and chairman of fun. Cameron joined Longs Peak in 2018 after graduating from the University of Colorado where he was an Evans Scholar and graduated with an Honors degree in Quantitative Economics. With a love for statistics and client engagement, Cameron is well suited to manage engagements of all kinds. Cameron is a catalyst of entertainment and ensures his fellow teammates find joy in what we do every day.
Sara Celapino
Manager
Mathematician, data slayer, and provider of exceptional client service. Sara joined Longs Peak in the spring of 2020 while finishing her degree in Financial Mathematics at Robert Morris University in Pennsylvania. A collaborative force on the team, Sara helps streamline client processes and improve client outcomes. She is one of our best project managers — a quick learner who operates with excellence at every level — and an absolute delight to work with. She is a Level III candidate in the CFA Program.
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Sara Celapino
Mathematician, data slayer, and provider of exceptional client service. Sara joined Longs Peak in the spring of 2020 while finishing her degree in Financial Mathematics at Robert Morris University in Pennsylvania. A collaborative force on the team, Sara helps streamline client processes and improve client outcomes. She is one of our best project managers — a quick learner who operates with excellence at every level — and an absolute delight to work with. She is a Level III candidate in the CFA Program.
Kelley Cooney
Senior Associate
Performance specialist, master of productivity and co-chairman of fun. Kelley joined Longs Peak in 2021 from Orion Advisor Solutions (formerly Brinker Capital Investments) where she spent 6 years in account administration and investment performance. Kelley is a fast learner and a real dynamo when it comes to managing client engagements and working in a dynamic, fast-paced environment. Her experience at Brinker affords her the inside scoop in understanding our clients’ perspective, making her a well-rounded GIPS consultant. From snowmobiling to skydiving or the intricacies of a complex GIPS & Performance project, there is no obstacle that she cannot overcome.
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Kelley Cooney
Performance specialist, master of productivity and co-chairman of fun. Kelley joined Longs Peak in 2021 from Orion Advisor Solutions (formerly Brinker Capital Investments) where she spent 6 years in account administration and investment performance. Kelley is a fast learner and a real dynamo when it comes to managing client engagements and working in a dynamic, fast-paced environment. Her experience at Brinker affords her the inside scoop in understanding our clients’ perspective, making her a well-rounded GIPS consultant. From snowmobiling to skydiving or the intricacies of a complex GIPS & Performance project, there is no obstacle that she cannot overcome.
Henry Jones
Senior Associate
App guru, data wrangler, and team champion. Henry joined Longs Peak in 2022 with a BA in Economics from the University of Colorado and two years of experience in management from one of Longs Peak’s favorite local restaurants – where he learned the art of customer service. Though easy going and laid back, Henry finds satisfaction in completing data-heavy projects and is our champion of application shortcuts – making all our lives easier. Although not originally from Colorado, Henry works hard to play hard and enjoys everything that Colorado mountain life has to offer, especially in the winter.
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Henry Jones
App guru, data wrangler, and team champion. Henry joined Longs Peak in 2022 with a BA in Economics from the University of Colorado and two years of experience in management from one of Longs Peak’s favorite local restaurants – where he learned the art of customer service. Though easy going and laid back, Henry finds satisfaction in completing data-heavy projects and is our champion of application shortcuts – making all our lives easier. Although not originally from Colorado, Henry works hard to play hard and enjoys everything that Colorado mountain life has to offer, especially in the winter.
James Blazer
Senior Associate
Numbers wiz, expeditious learner, and audio engineering enthusiast. James joined Longs Peak in December of 2022 after earning a BS in Business Administration with an emphasis in Finance and a minor in Mathematics from Portland State University. An ambitious learner, James recently completed an MS in Finance from Auburn University while working full-time for Longs (he’s our very own version of Doogie Howser). James’ drive to learn combined with his aptitude for data analysis will help us accelerate growth while we continue providing excellent client service.
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James Blazer
Numbers wiz, expeditious learner, and audio engineering enthusiast. James joined Longs Peak in December of 2022 after earning a BS in Business Administration with an emphasis in Finance and a minor in Mathematics from Portland State University. An ambitious learner, James recently completed an MS in Finance from Auburn University while working full-time for Longs (he’s our very own version of Doogie Howser). James’ drive to learn combined with his aptitude for data analysis will help us accelerate growth while we continue providing excellent client service.
Dhwani Desai
Associate
Analytical thinker, detail master, and keen collaborator. Dhwani joined Longs Peak in June of 2023 after relocating to the US from India. Recently completed her MS in Applied Quantitative Finance from the University of Denver. With 7 years’ experience in Finance, Internal Audit, and Insurance Risk Consulting, Dhwani brings a wide range of knowledge to our team, as well as an enthusiastic attitude. She enjoys working on dynamic client projects and using her free time to explore Colorado.
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Dhwani Desai
Analytical thinker, detail master, and keen collaborator. Dhwani joined Longs Peak in June of 2023 after relocating to the US from India. Recently completed her MS in Applied Quantitative Finance from the University of Denver. With 7 years’ experience in Finance, Internal Audit, and Insurance Risk Consulting, Dhwani brings a wide range of knowledge to our team, as well as an enthusiastic attitude. She enjoys working on dynamic client projects and using her free time to explore Colorado.
Selena Catalano
Associate
Customer service pro, driven learner, and mindful living enthusiast. Selena became part of Longs Peak in January 2024 following the completion of her BS in Finance from Northern Illinois University. With over 7 years of experience in the restaurant industry and as an Associate Banker, she demonstrates exceptional ability in managing numerous projects concurrently while fostering a collaborative team environment. Selena’s passion for advancing her proficiency as a GIPS professional and broadening her expertise in software and Excel makes her an asset to our team. Outside of work, she finds fulfillment in maintaining order and embracing personal growth through interaction with others and pursuing her favorite activities.
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Selena Catalano
Customer service pro, driven learner, and mindful living enthusiast. Selena became part of Longs Peak in January 2024 following the completion of her BS in Finance from Northern Illinois University. With over 7 years of experience in the restaurant industry and as an Associate Banker, she demonstrates exceptional ability in managing numerous projects concurrently while fostering a collaborative team environment. Selena’s passion for advancing her proficiency as a GIPS professional and broadening her expertise in software and Excel makes her an asset to our team. Outside of work, she finds fulfillment in maintaining order and embracing personal growth through interaction with others and pursuing her favorite activities.
Daniel Grammer
Associate
Database builder, Python wrangler (the programming kind), and quick study. Daniel joined Longs Peak in March 2025, graduating in May 2025 with a B.S. in Data Science and a certificate in Economic Analytics from the University of Wisconsin–Madison. Before joining the team, he worked as a Data Engineer at Fidelity Investments, where he built MySQL databases and automated data workflows with Python. Endlessly curious and always up for a challenge, Daniel brings serious attention to detail and a love for learning to everything he does. He’s especially excited to jump into client work and help improve our software tools and data systems. When he’s not deep in data, you’ll find him lifting, running, or tending to his garden—because this data scientist loves the outdoors too!
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Daniel Grammer
Database builder, Python wrangler (the programming kind), and quick study. Daniel joined Longs Peak in March 2025, graduating in May 2025 with a B.S. in Data Science and a certificate in Economic Analytics from the University of Wisconsin–Madison. Before joining the team, he worked as a Data Engineer at Fidelity Investments, where he built MySQL databases and automated data workflows with Python. Endlessly curious and always up for a challenge, Daniel brings serious attention to detail and a love for learning to everything he does. He’s especially excited to jump into client work and help improve our software tools and data systems. When he’s not deep in data, you’ll find him lifting, running, or tending to his garden—because this data scientist loves the outdoors too!
Frequently Asked Questions
Find the answers to the most common questions about our services and how we can help your firm.
Why hire a consultant separate from my verifier?
Verifiers must remain independent, which limits how much hands-on support they can provide. While they can offer templates and general guidance, they can’t do the work for you. That’s where Longs Peak comes in. We partner with you to write policies and procedures, calculate performance, and create compliant disclosure reports—handling the details your verifier can’t—so you can stay focused on your investment responsibilities with confidence that your materials are accurate and complete. In addition, it’s the firm’s responsibility—not the verifier’s—to ensure independence is maintained. Keep that in mind as you consider who you want to assist with your GIPS or performance project
Do you provide verification services?
No. While we technically could verify firms we don’t consult for, we intentionally focus solely on providing hands-on support. Our priority is helping clients with the day-to-day work—calculating performance, writing policies, and building reports. We leave the verification to our trusted colleagues at verification firms, so you get the benefit of both independence and specialized expertise.
How long have you been in business?
Longs Peak was founded in September of 2015.
Why did you start this business?
Before founding Longs Peak, Sean Gilligan was a partner at a large verification firm. During that time, he saw firsthand how many organizations struggled to get through the verification process—and how limited he was in helping them due to independence requirements. That experience sparked the idea for Longs Peak: a firm dedicated to providing the hands-on support that verifiers simply can’t offer. Today, we focus entirely on helping investment managers and asset owners confidently manage their performance and reporting responsibilities.
What’s your competitive advantage over our alternatives?
Longs Peak gives you the benefit of expert support without the need for a full-time hire. Unlike verifiers, we’re not bound by independence rules—so we can roll up our sleeves and actually do the work, from writing policies to calculating performance and building reports. What’s more, we’ve worked with hundreds of firms and asset owners globally, so we understand how to develop solutions that truly work within the unique context of your organization.
While software tools are helpful, they still require someone to operate them. We combine experienced consultants with our own proprietary software to get the job done efficiently. And while other consultants may offer similar services, our unique blend of hands-on expertise and technology sets us apart.
Do I need separate composite software to work with you?
No. We use our own proprietary software behind the scenes to supercharge our consultants and streamline the work we do for you—but there’s no separate charge for access to these tools.
Need Further Assistance?
If you didn’t find the answer to your question or need personalized help, don’t hesitate to reach out!
