About Us

 

    The Team possesses significant experience in valuation, risk assessment, structuring, underwriting, securitization, investment management, research and trading in multiple asset classes within the Fixed Income Markets with a core competency in Fixed Income Credit and Structured Finance.
    The Team has worked in various capacities at multiple firms including but not limited to: Columbia Management, Sovereign Bank, Banco Santander, Putnam, CAXTON, APAM, Hartford Financial Services Group, E.F. Hutton, Salomon Brothers, and Smith Barney.
    The Team members collectively possess several certifications, academic achievements, and designations such as: CFA, MBA, and FINRA securities registrations as general securities representatives, investment advisor representatives, and securities principals.