SEE RESEARCH EXAMPLE ON TRITERRAS (TRIT)

  • HOME
  • OUR TEAM
  • CONTACT US
  • DISCLOSURES

OUR TEAM

image306

Justin Hughes, CFA, Partner & Portfolio Manager

  • 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

image307

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

image308

Andrew Del Medico, CFA, Partner

  • 2016-2020 Buyside 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

image309

Ian McBane, Partner

  • 2008-2020 Analyst and Portfolio Manager at Talkot Capital covering mortgage, specialty finance, banks, and insurance
  • Oversaw investments across the capital structure and in both public and private equity
  • 2005-2007 Research Analyst in the quantitative practice at ECONorthwest, an economics and finance consulting firm 
  • University of Oregon: B.S. in Finance and Economics; Portland State University: M.S. in Economics 

image310

Ron Liu, 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

Copyright © 2021 Phase 2 Partners, LLC - All Rights Reserved.

Powered by GoDaddy

  • HOME
  • OUR TEAM
  • CONTACT US
  • DISCLOSURES