Philip Matthews, MBA - Founder & Co-CEO
Phil is Head of Marketing, Business Development and Client Service. Phil has over thirty years institutional sales and client service experience. Earlier in his career Phil was at Dillon Read and Salomon Brothers. Following success at both firms, Phil went on to become the ninth partner appointed at BlackRock Financial Management. While at BlackRock, he was Co-Head of the Account Management Group for US Pensions and Endowments which included some of the largest institutions in the United States.
BA-University of Michigan, 1970; MBA-University of Wisconsin, 1973
Michele Newland, JD - Founder, Co-CEO, & Chief Investment Officer
Michele is Head of Due Diligence Process, Fixed Income and Equity Portfolio Management, and Risk Management. Michele began her career in health care at the University of California. She later founded the Newland Law Firm where her practice areas were health law, municipal finance, and regulatory compliance. Michele left private practice to join Greenwich Investment Management as Managing Director of Fixed Income Investments and concurrently served as due diligence counsel for fixed income transactions. Michele has originated, analyzed, structured, and closed numerous bond transactions. Her experience also encompasses the representation of bondholders in the restructuring and resolution of distressed debt securities. Michele is a member of the California and Illinois Bar.
BS-California State University, Fullerton, 1985; JD-The John Marshall Law School, 1995
Ashleigh Swayze, JD - Chief Compliance Officer & Chief Operating Officer
Ashleigh began her career as outside counsel to registered investment advisers, assisting them in their legal, business development and compliance efforts. Ms. Swayze is the former COO and CCO of Gleacher Partners LLC, an investment firm in New York, with investment banking, private funds, distressed debt and asset management functions. She also designed and lead the operational due diligence efforts of the firm, as well as acted as director of investment research for the firm's fund of funds group. Ashleigh has reviewed hundreds of managers, giving her unique insight into the concerns of institutional and ultra-high net worth investors.
Dual BAH (Bachelor of the Arts, Honors Major) and BA-Villanova University; JD-Rutgers University School of Law
Eric Young - Vice President
Eric provides research and analytical support to the Chief Investment Officer in the fixed income and equity areas, and is responsible for trading and portfolio management. Eric was previously at Citigroup Asset Management and Chandler Asset Management, where he most recently held the role of Assistant Portfolio Manager of Fixed Income. At Chandler, he was a member of the Credit Committee and responsible for implementing asset allocation and idiosyncratic trading across multiple fixed income strategies, including corporate and government bonds, and money market securities. Eric is a candidate in the CFA program and hopes to achieve the designation in the near future.
BS-University of Connecticut, 2004