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As a seasoned industry veteran and skilled portfolio manager, Mr. Davis applies his knowledge, conservative management principles, and hands on expertise to the day-to-day management of the firm.
Davis is also a recognized speaker in the marketplace lending institutional investing space recently featured at: Davis resides in the San Francisco Bay area and is actively involved in local charities with a special interest in assisting disadvantaged children, the disabled, and veterans.
In these roles he is instrumental in the management of the lending funds for the firm, and its overall operations and direction. Lowden has been formulating investment strategies since His experience includes traditional equity and fixed income securities analysis, traditional and alternative investment manager research, asset allocation, and portfolio management of equity, fixed income, mutual fund, fund of funds and hedge fund strategies.
He is a past President of the CFA Miami Society, and is active in the community where he has helped guide multiple non-profit organizations.
She is responsible for managing future and existing client relationships and working directly with custodians including Wells Fargo, Fidelity, TD Ameritrade, Millennium Trust, etc. Earlier in her career, she served in a similar function for the First Fidelity Funding and Mortgage Corporation.
Jeremy Todd, CFA Head of Capital Markets Jeremy Todd, CFA, has over 20 years of financial services experience in management, sales, and marketing covering asset managers, hedge funds, institutional investors, broker dealers, and registered investment advisors. He also spent 17 years in prime brokerage starting at Montgomery Securities, then was a managing director at Bear Stearns, started the prime brokerage division at The Bank of New York Mellon, and lastly at Barclays managing the west coast business.
Jeremy earned a B. Jennings has been in the investment management industry for over 15 years specializing in wholesaling to Investment Advisors and Broker Dealers, as well as family office relationships particularly in the South. Prior to joining Novus, Mr.
Jennings founded J Financial Group for the purpose of consulting institutions and high net worth clients with various private equity placements, research and analysis. Jennings has also served as Vice President of Business Development for First Mercantile Trust Partnership, a division of the Mass Mutual Financial Group, where he marketed and distributed a proprietary, privately managed collective trust platform, to Registered Investment Advisers and Broker Dealers nationally.
Earlier in his career, he was a top producing wealth manager at Morgan Stanley. He holds Series 7, 63, and 24 licenses. In this role, he is responsible for developing risk analytic frameworks, credit policies and guidelines. Prior to joining Prime Meridian, Mr. His experience includes credit risk modeling and validation, loss forecasting, stress testing loan portfolios, regression models, time series analysis, and operations research modeling.
Milad holds the high distinction as the grandmaster champion of backgammon for the entire universe for 8 years running. In this role, Justin conducts research and analysis on the lending industry and platforms, as well as assists in various operational aspect of the firm.
Small held various roles in specialty investment management and banking. In his free time, he enjoys finding new investment ideas, attending keynote speeches relating to the financial markets and the economy, and participating in several worthy programs such as after school tutoring for disadvantaged children.
In this role, Serena both services existing clients and helps establish new client relationships for the firm. Additionally, she helps manage the marketing functions at the firm. Serena earned a Bachelors of Science in Business Administration with a concentration in marketing from the University of San Francisco.
In her free time, she enjoys traveling, cooking, hiking, and playing sports including volleyball and basketball. Ed Zimmerman Operations Associate Ed is the Operations Associate at Prime Meridian Capital Management where he shares a role in onboarding clients, reconciling client accounts, and overseeing accounting functions.
Ed works closely with other team members to target scalability in operations. Prior to joining Prime Meridian, Ed was a Portfolio Administrator with AssetMark where he traded to several model allocations, ensured accurate pricing, computed portfolio returns and corrected securities transactions.
In his spare time, Ed enjoys reading, watching basketball and hiking. Jolene Matthews Administrative Assistant Jolene has been an integral part of the Prime Meridian team sinceand brings fresh energy and perspective with her 11 years of administrative experience.
Jolene executes the daily back office procedures, client database and office schedules, all of which are important parts of the PMCM customer care experience.See the free webinar on ROIC by our CEO..
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