Our leadership team has over 180+ combined years of experience in alternative investments and insurance-linked strategies.

Jeff Serra

Jeff Serra

Executive Chair of the Board & Special Advisor to the CEO
Blair H. Wallace

Blair H. Wallace

Chief Executive Officer & President
Chris Munson

Chris Munson

Senior Managing Director & CFO
William Ketterer, CFA

William Ketterer, CFA

Senior Managing Director, Portfolio Management & CIO
Brian Barclay

Brian Barclay

Senior Managing Director & President of Magna Life Settlements, Inc.
David Gussmann

David Gussmann

Senior Managing Director, Direct Lending
Peter Polanskyj

Peter Polanskyj

Senior Managing Director, Structured Credit
Melissa Robison

Melissa Robison

Managing Director, Human Resources
Joseph Hwang

Joseph Hwang

Managing Director, Special Situations
Greg Nicolls

Greg Nicolls

Managing Director, Business Development
Justin Smith, CPA

Justin Smith, CPA

Managing Director, Accounting
John Hendrickson

John Hendrickson

Managing Director, Portfolio Management & Head of Pricing
David Barber

David Barber

Managing Director, Finance
Dirk Gilmore, CAIA

Dirk Gilmore, CAIA

Managing Director, Underwriting
Zachary Ainsberg

Zachary Ainsberg

Managing Director and Chief of Staff
Russ Huewe

Russ Huewe

Managing Director, Business Development
Michael Kee, CFA

Michael Kee, CFA

Managing Director, Analytics
Cathryn Schnitzler RN, BSN, CPCU, AIC

Cathryn Schnitzler RN, BSN, CPCU, AIC

Director, Underwriting
Jaime Gonzalez

Jaime Gonzalez

Director, IT
Sydney Owen

Sydney Owen

Director, Investor Relations
Danny Pena, CFA, CAIA

Danny Pena, CFA, CAIA

Director, Special Situations
Matt McLaughlin

Matt McLaughlin

Director, Investor Relations
Lindsay Verbit, CPA

Lindsay Verbit, CPA

Director, Tax
Rohit Kar

Rohit Kar

Director, Special Situations
Mihaela Johle

Mihaela Johle

Director, Corporate Accounting
Megan Brown

Megan Brown

Director, Pricing & Optimization
William Byk

William Byk

Director, Origination
Lori Rotton

Lori Rotton

Director, Underwriting
Lauren Polk

Lauren Polk

Director, Pricing & Optimization
Rachel Weiner

Rachel Weiner

Director, Origination

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