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