Our leadership team has over 125+ combined years of experience in alternative investments, and insurance-linked strategies.

Jeff Serra

Jeff Serra

CEO
William W. Tice*

William W. Tice*

President
Chris Munson

Chris Munson

Senior Managing Director & CFO
Stephen Kirkwood

Stephen Kirkwood

Senior Managing Director, General Counsel & CCO
Brian Barclay

Brian Barclay

Senior Managing Director & President of Magna Life Settlements, Inc.
James G. Gereghty, Jr., CFA

James G. Gereghty, Jr., CFA

Senior Managing Director & co-CIO
William Ketterer

William Ketterer

Senior Managing Director & co-CIO
Brian O’Grady*

Brian O’Grady*

Senior Managing Director, Distribution
David Barber

David Barber

Managing Director, Finance
Anne Buchanan*

Anne Buchanan*

Managing Director, Distribution
Adam Cross*

Adam Cross*

Managing Director, Investor Relations
Dirk Gilmore

Dirk Gilmore

Managing Director, Underwriting
Adam Meltzer

Adam Meltzer

Managing Director, Portfolio Management
Justin Smith

Justin Smith

Managing Director, Accounting
Fred Tavan

Fred Tavan

Managing Director,
Chief Analytics Officer
John Hendrickson

John Hendrickson

Director, Portfolio Management
Joseph Hwang

Joseph Hwang

Director, Special Situations
Michael Kee

Michael Kee

Director, Data Science & Analytics
Kevin Kraeger*

Kevin Kraeger*

Director, Special Situations
Brennan Millet

Brennan Millet

Director, Accounting
Sydney Owen

Sydney Owen

Director, Investor Relations
Danny Pena

Danny Pena

Director, Special Situations
Melissa Robison

Melissa Robison

Director, Human Resources
Michael Schaff

Michael Schaff

Assistant General Counsel
& Compliance Director
Matthew Schref

Matthew Schref

Director, Distribution
Ed Song

Ed Song

Director, Data Science & Analytics
James Swoopes

James Swoopes

Director, Data Science & Analytics
Ed Williams

Ed Williams

Director, Portfolio Management
Brandon Wright

Brandon Wright

Director, Portfolio Management

Learn more about our
non-correlated investment
strategies

Get in touch Learn strategies