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OUR TEAM

Justin Hughes, CFA, Partner & Senior 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

Rachael Clarke, Managing 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 & Portfolio Manager

  • 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, Senior Analyst

Ian McBane, Partner, Senior Analyst

  •  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, Senior Associate

Ian McBane, Partner, Senior Analyst

Ron Liu, Senior 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

Ian McBane, Partner, Senior Analyst

Ron Liu, Senior 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

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