Philip Matthews, MBA - Founder, Chairman, & Co-CEO
Phil is Head of Marketing, Business Development, and Client Service. Phil has over thirty years of investment management experience. He began his career in the investment business at Dillon Read and then Salomon Brothers. Following success in the trading departments of both firms, Phil went on to become the ninth partner appointed at BlackRock Financial Management. While at BlackRock, he was the Co-Head of the US Pensions and Endowment Group which managed the fixed income and equity investments of 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
Eric Young - Vice President
Eric is responsible for providing research and analytical support in the fixed income, equities, and trading areas. Eric began his career at Citigroup Asset Management, performing daily trading account reconciliation of financial transactions between various Citigroup institutions and departments. He later worked at Chandler Asset Management as an Execution Trader, executing fixed income trades for Portfolio Managers. Eric operated accounting programs and software to manage investment transactions through client accounts and provided customized monthly investment analytical reports for individual clients. He assumed the role of Assistant Portfolio Manager of Fixed Income where he implemented asset allocation and idiosyncratic trade ideas across multiple fixed income strategies. Eric is currently a Level II CFA candidate.
BS-University of Connecticut, 2004