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
Andrew Del Medico, CFA, Partner
- 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
Ian McBane, Partner
Jack Spence, Associate
Andrew Del Medico, CFA, Partner
- 2008 - 2020 Senior analyst and assistant portfolio manager at Talkot Capital covering financial institutions, mortgage, real estate and insurance
- 2005 - 2007 Research analyst in the quantitative practice at ECONorthwest, an economics and finance consulting firm
- University of Oregon: BS Finance and Economics
- Portland State University: M.S. Economics
Ron Liu, Associate
Jack Spence, Associate
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
Jack Spence, Associate
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
Grant Heckler, Trader
Maria Forostov, Office Manager
Maria Forostov, Office Manager
- 2021 - 2022 Trader of equities for mutual funds, hedge funds and growth/value/long-short/EM accounts, responsible for for firm-wide order pad in US, EU, APAC and ASEAN markets
- 2020 Portfolio management analyst of mutual funds and leveraged, inverse, and long/short ETF's
- 2018 - 2020 ATS managing transfer processes, trade support in fixed inc
- 2021 - 2022 Trader of equities for mutual funds, hedge funds and growth/value/long-short/EM accounts, responsible for for firm-wide order pad in US, EU, APAC and ASEAN markets
- 2020 Portfolio management analyst of mutual funds and leveraged, inverse, and long/short ETF's
- 2018 - 2020 ATS managing transfer processes, trade support in fixed income, municipal and corporate bonds
- 2017 - 2018 Lead analyst, energy sector, co-managed large-cap equities
- St. Joseph's University: BS in Business Administration, Finance
- American University in Rome: Finance
Maria Forostov, Office Manager
Maria Forostov, Office Manager
Maria Forostov, Office Manager
- 2022 Business development across Australia, Canada and Europe with leading retail and corporate partners, initiated academic partnership engagement
- 2021 - 2022 EA to CEO, maintained all business and personal accounts, assisted CFO for international business relations
- 2018 - 2021 Sales account executive to commercial and residential accounts
- 2022 Business development across Australia, Canada and Europe with leading retail and corporate partners, initiated academic partnership engagement
- 2021 - 2022 EA to CEO, maintained all business and personal accounts, assisted CFO for international business relations
- 2018 - 2021 Sales account executive to commercial and residential accounts, drove brand awareness and increased existing customer base
- 2016 - 2018 Assistant project manager for multiple subcontractors
- Babes Bolyai University, Romania: BS in Public Administration