Matt has spent over 25 years on Wall Street working in the securities and asset management business in various sales, trading and executive roles. Matt has considerable global asset management experience having lived and worked in the financial district of London and conducting business in over 45 countries. Prior to forming SWM Advisors, he was Managing Director and head of Bank of America’s $38 billion asset management division for Europe, Middle East, Latin America and Asia. Matt has worked with some of the world’s largest multi-national corporations, sovereign wealth funds and foreign central banks. Matt earned his B.A. and M.B.A. in finance from Florida State University.

Valerie heads the 401(k) division for SWM Advisors. Prior to SWM she spent 20 years in commercial and corporate banking as a trusted advisor to middle-market companies and executives throughout Florida’s west coast. Her previous 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.

Joe has been a senior investment professional for decades and has substantial experience researching stocks and bonds and managing investment portfolios. Joe was a key member of the portfolio management team at Aberdeen Standard Investments, whose US small-cap fund was ranked 5-stars by Morningstar. Joe earned his undergraduate degree in Finance from the University of South Florida and his MBA in accounting and finance from the University of Chicago Booth School of Business, which is consistently ranked as one of the top business schools in the U.S. In addition, Joe holds the Chartered Financial Analyst® designation, the most prestigious designation in finance and investments.

David joined SWM Advisors with over 25 years of experience in retirement plan administration, marketing and consulting. David started his career at Coopers & Lybrand providing third-party plan administration (TPA) services then worked at a large plan sponsor, Eckerd Corporation, administering multiple retirement plans in-house with a 40,000-employee work force. David marketed TPA services at Dun & Bradstreet Pension Services and served as VP of Business Development with SouthTrust Bank. David graduated from University of South Florida with a B.S. in Business and holds the Accredited Investment Fiduciary designation.

Prior to joining SWM Advisors as Chief Compliance Officer, for 20 years, Andi held various accounting and operations positions in the asset management businesses of Raymond James Financial. While at Raymond James Financial, she was Chief Financial Officer of the Eagle Family of Funds, with over $5.7 billion in assets. Andi is currently the chairperson of the board of directors for the Valued Advisers Trust, and a director on the Angel Oak Family of Funds. Andi holds B.S. degrees in accounting and finance from Florida State University in Tallahassee, Florida and is licensed Certified Public Accountant in Florida.

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.