Our leadership team has over 180+ 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.
William Ketterer, CFA

William Ketterer, CFA

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

Brian O’Grady*

Senior Managing Director, Distribution
Adam Meltzer

Adam Meltzer

Senior Managing Director, Origination & Trading
Melissa Robison

Melissa Robison

Managing Director, Human Resources
Anne Buchanan, CIMA®*

Anne Buchanan, CIMA®*

Managing Director, Head of Distribution, North America
David Barber

David Barber

Managing Director, Finance
Dirk Gilmore, CAIA

Dirk Gilmore, CAIA

Managing Director, Underwriting
Joseph Hwang

Joseph Hwang

Managing Director, Special Situations
Justin Smith, CPA

Justin Smith, CPA

Managing Director, Accounting
John Hendrickson

John Hendrickson

Director, Portfolio Management
Brennan Millet, CPA

Brennan Millet, CPA

Director, Accounting
Sydney Owen

Sydney Owen

Director, Investor Relations
Danny Pena, CFA, CAIA

Danny Pena, CFA, CAIA

Director, Special Situations
Matthew Schref

Matthew Schref

Director, Distribution
Ed Williams

Ed Williams

Director, Portfolio Management

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