Client LoginOur Team
Michele Newland, JD - Managing Member, and Chief Investment Officer
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 healthcare 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. She is also a member of the National Association of Bond Lawyers, National Federation of Municipal Analysts, American Health Lawyers Association, and holds a Series 65 license.
BS-California State University, Fullerton, 1985; JD-University of Illinois Chicago School of Law, 1995
Stacey Gillespie - Chief Compliance Officer
Stacey Gillespie is a Director and Outsourced Chief Compliance Officer (OCCO) at ACA Group, where she serves as our Chief Compliance Officer (CCO) and a senior member of our Regulatory Management and Practices team. In her role, she leads the design and execution of comprehensive compliance programs, ensures alignment with evolving regulatory requirements, and acts as a key liaison during regulatory examinations. She has more than 20 years of dedicated regulatory compliance experience.
Stacey began her career in compliance at J.P. Morgan Fleming Asset Management and has since held progressively senior compliance roles across broker-dealers, mutual fund firms, and registered investment advisers. With over a decade of experience as an outsourced Chief Compliance Officer, she previously served for eight years as the in-house CCO for the Private Client Group of Boenning & Scattergood, a broker-dealer, and its affiliated investment adviser, 1914 Advisors.
She holds a Bachelor of Arts in Political Science from Adelphi University and an MBA from Penn State University.
Stacy Goldsmith - Director of Operations
Stacy has over 40 years of experience in investments, bond trading, sales and operations. Stacy began her career in operations at Dean Witter Reynolds. Thereafter, she was a corporate and municipal bond trader at Glen Rauch Securities. Following her tenure as a trader, Stacy was an investment associate at UBS Wealth Management USA. Most recently, Stacy served as Senior Vice President and Fixed Income Specialist at Herbert J. Sims & Company. Stacy received a B.A. from Rutgers University in Human Communication and French. She holds a Series 66 securities license.
Philip Matthews, MBA - Business Development Consultant
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
