For decades, we have worked with high net-worth individuals, 401(k) plans, foundations, and local governments – plus some of the world’s largest and most sophisticated corporations, sovereign wealth funds and foreign central banks. We bring this global experience to each of our clients.
Matt has spent over 25 years on Wall Street working in the securities and asset management business. He has worked in various trading, sales and executive roles, and he was ultimately head of Bank of America’s $38 billion asset management division for Europe, Middle East, Africa, Asia and Latin America. Matt has considerable global perspective having lived and worked in the financial district of London and conducted business in over 45 countries. In addition to retirement plans, high net-worth individuals and foundations, he has worked with some of the world’s largest corporations, sovereign wealth funds and foreign central banks. Matt earned both his B.A. and his M.B.A in Finance from Florida State University.
Valerie joined SWM Advisors with nearly 20 years of experience in commercial and corporate banking where she served as a trusted advisor to middle-market companies and executives throughout Florida’s west coast. Her prior roles include Commercial Executive for Cadence Bank, Regional Director for Citi, and Senior Vice President for Wells Fargo. Valerie maintains an active role in the community by serving on several non-profit boards in the Tampa Bay area. She is also a graduate of Leadership Tampa Bay, Leadership Tampa, and Leadership Pinellas. Valerie earned both her B.S. and M.B.A. from the University of Florida. While at the University of Florida Valerie was recognized as Matherly Scholar.
Vikram was previously the global head of Quantitative Strategies at Bank of America’s asset management division managing over $30 billion and chairman of BofA’s Global Asset Allocation Committee. Vikram has advised the Securities and Exchange Board of India and is a faculty member at the Indian School of Business. Vikram earned his PhD at Harvard University where he specialized in capital markets in a joint program offered by the Departments of Economics, Engineering Sciences and the Harvard Business School. He received a Master’s degree in Engineering Sciences from Harvard University and a B.S. in Electrical Engineering from the Massachusetts Institute of Technology.
Prior to joining SWM Advisors, Andi served in several accounting and operations positions in the asset management businesses of Raymond James Financial from 1990 until 2010. In her final position, she was chief financial officer of Eagle Family of Funds, and the S.E.C.-certifying officer for all 10 of the Eagle publicly registered mutual funds, with over $5.7 billion in assets. In 2013 she became a member of the board of directors for the Valued Advisers Trust, a series of mutual funds. Andi holds B.S. degrees in accounting and finance from Florida State University, and is a certified public accountant in Florida.
Prior to joining SWM Advisors, Set worked with ConvergEx Group, a provider of brokerage and trading-related services for institutional investors and financial intermediaries. In his current role as a Wealth Advisor, Set takes a comprehensive approach to understand our client’s financial condition through a financial discovery and planning process. As a CERTIFIED FINANCIAL PLANNER™, Set then provides recommendations and ongoing guidance with the objective of helping clients achieve their financial goals. In addition to his role as Wealth Advisor, Set also provides analytical support across SWM’s platform. Set earned his B.B.A. in accounting from Stetson University.