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 in various sales, trading and executive roles. Prior to forming SWM Advisors, he was head of Bank of America’s $38 billion asset management division for Europe, Middle East, Latin America and Asia. In addition to U.S. corporations, 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 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 as Chief Compliance Officer, for 20 years, Andi held various accounting and operations positions in the asset management businesses of Raymond James Financial. While there, 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 and Angel Oak Strategic Credit Fund. Andi holds B.S. degrees in accounting and finance from Florida State University and is a CPA in Florida.
Set is currently a Wealth Advisor at SWM Advisors and holds the CERTIFIED FINANCIAL PLANNER™ professional designation. With the objective of helping clients achieve their financial goals, Set uses a comprehensive financial discovery and planning approach to better understand a client’s financial condition where he then provides recommendations and ongoing guidance. In addition to his role as Wealth Advisor, Set also provides analytical support across the SWM Advisors platform. Set earned his B.B.A. in accounting from Stetson University.