OUR TEAM
Justin Hughes, CFA, Partner & Portfolio Manager
Rachael Clarke, Partner, Chief Operating & Compliance Officer
Rachael Clarke, Partner, Chief Operating & Compliance Officer
- 2019 Launched predecessor to Phase 2 Nexxt Funds
- 2004 - 2019 Portfolio Manager of Philadelphia Financial’s client accounts
- 2004 Co-Founded Philadelphia Financial of San Francisco
- 1994 - 2003 Research analyst covering insurance, asset management, specialty finance, brokers, asset management, exchanges and financial technology
- Chartered Financial Analyst
- University of California, Irvine: BA in Economics
Rachael Clarke, Partner, Chief Operating & Compliance Officer
Rachael Clarke, Partner, Chief Operating & Compliance Officer
Rachael Clarke, Partner, Chief Operating & Compliance Officer
- 2004 - 2020 CCO and COO of Philadelphia Financial
- 2004 Co-Founded Philadelphia Financial of San Francisco
- Director registered in the Cayman Islands pursuant to the Directors Registration and Licensing Law 2014 and serves on the board and/or committee of investment funds
- University of Nevada, Las Vegas: BS in Hotel Administration
Andrew Del Medico, CFA, Partner
Rachael Clarke, Partner, Chief Operating & Compliance Officer
Michael Del Grosso, Senior Analyst
- 2016 - 2020 Buy-side analyst covering universal banks, capital markets, consumer finance, and financial technology
- 2010 - 2016 Research analyst covering banks, retail brokers, auto lenders, and capital markets
- Chartered Financial Analyst
- Lehigh University: BS in Finance and Accounting
Michael Del Grosso, Senior Analyst
Michael Del Grosso, Senior Analyst
Michael Del Grosso, Senior Analyst
- 2021 - 2023 Buy-side analyst covering consumer finance and financial technology
- 2013 - 2021 Sell-side research analyst covering financial technology, consumer finance, and specialty finance
- 2011 - 2013 Buy-side analyst in a generalist capacity
- Santa Clara University: BSc in Finance and BS in Political Science
Ron Liu, Associate
Michael Del Grosso, Senior Analyst
Jack Spence, Associate
- 2018 - 2020 Analyst covering wealth management capabilities for Northern California clients, public and private, including lending, investments, trust and estate planning and philanthropic advisory services
- 2017 - 2018 Accounting Clerk at Asia Alternatives Management, a private equity firm with over $10 billion in AUM
- University of California, Davis: BS in Environmental Science and Management
Jack Spence, Associate
Michael Del Grosso, Senior Analyst
Jack Spence, Associate
- 2020 - 2022 Active member, UC Davis Finance & Investment Club
- 2019 - 2020 Math tutor for high school students in Advanced Algebra & Statistics
- University of California, Davis: BA in Economics