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.

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. In her final position at Raymond James, she was CFO of the Eagle Family of Funds, with over $5.7 billion in AUM. Andi is currently the chairperson of the board of directors for the Valued Advisers Trust — a series trust of diverse mutual funds with $1 billion AUM, a director on the Angel Oak Family of Funds with $10 billion AUM and a director on The Cushing Family of Funds with over $250 million AUM. Andi holds B.S. degrees in accounting and finance from Florida State University and is a licensed certified public accountant in Florida.