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 DiGennaro Founder & CEO

Matt DiGennaro
Founder & CEO

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 DiGennaro Managing Partner

Valerie DiGennaro
Managing Partner

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.

Doug Case, CFA, CAIA Chief Investment Officer

Doug Case, CFA, CAIA
Chief Investment Officer

Prior to joining SWM Advisors, Doug accumulated over 25 years of experience in the asset management industry. He was previously the President and Chief Investment Officer for Advanced Investment Partners where he was responsible for over $2 billion in AUM with clients ranging from HNW individuals to some of the world’s largest pension plans. Previously, Doug was a senior investment manager responsible for over $10 billion with Florida’s public employee retirement system. Doug earned his M.B.A. from Florida State University and received dual undergraduate degrees from the University of Pittsburgh in Applied Mathematics and Business Administration.

Andi Mullins, CPA Chief Compliance Officer

Andi Mullins, CPA
Chief Compliance Officer

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 Funds Trust, Angel Oak Strategic Credit Fund and the Angel Oak Financial Strategies Income Term Trust. Andi holds B.S. degrees in accounting and finance from Florida State University and is a Certified Public Accountant in Florida.

Vikram Kuriyan, PhD, CFA Chief Market Strategist

Vikram Kuriyan, PhD, CFA
Company Advisor

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.