- Don Davis
- Portfolio Manager, Managing Partner
Don Davis is the Portfolio Manager and Managing Partner of the firm. As a seasoned industry veteran and skilled portfolio manager, Mr. Davis applies his knowledge, conservative management principles, and hands on expertise to the day-to-day management of the firm. Mr. Davis is also a principal of Novus Investments, LLC (“Novus”), a boutique alternative investment management firm, and was previously a top ranked futures trader in the US for performance over both a 5 and a 7 year period. Mr. Davis is also a recognized speaker in the marketplace lending institutional investing space recently featured at: Bloomberg, LendIt, American Bankers Association, Forbes, IMN, Emerging Manager Forum, AltInvest, LendAcademy, the P2P Lending Investing Summit; and John Lothian News. Mr. Davis resides in the San Francisco Bay area and is actively involved in local charities with a special interest in assisting disadvantaged children, the disabled, and veterans.
- Val Katayev
- Managing Partner
Val Katayev is the Managing Partner of Prime Meridian Capital Management assisting with strategy, product development, platform selection and investor services. Mr. Katayev is a four-time tech entrepreneur who generated over $100 Mil in profits and exits before ever raising capital from outside investors. He is also one of the most experienced P2P/Marketplace Lending investors in the United States, and was one of the very first lenders at Prosper in early 2006. After seeing positive returns after the “Great Recession”, he has since invested substantially into the space, and is the largest individual investor in the Prime Meridian funds.
- Peter Lowden, CFA
- Managing Director and Portfolio Manager
Peter Lowden, CFA, is the Managing Director and Co-Portfolio Manager for Prime Meridian Capital Management. In these roles he is instrumental in the management of the lending funds for the firm, and its overall operations and direction. Mr. Lowden has been formulating investment strategies since 1993. His experience includes traditional equity and fixed income securities analysis, traditional and alternative investment manager research, asset allocation, and portfolio management of equity, fixed income, mutual fund, fund of funds and hedge fund strategies. Mr. Lowden holds a Bachelor of Science degree in Finance from the University of Colorado, Boulder, as well as the Chartered Financial Analyst (CFA) designation from the CFA Institute. He is a past President of the CFA Miami Society, and is active in the community where he has helped guide multiple non-profit organizations.
- Sandra Garcia
- Director of Operations
Sandra Garcia is the Director of Operations for Prime Meridian Capital Management, and provides key functions in the Operations, Compliance, and Investor Services areas. She is responsible for managing future and existing client relationships and working directly with custodians including Wells Fargo, Fidelity, TD Ameritrade, Millennium Trust, etc. Prior to joining Prime Meridian/Novus Investments, Ms. Garcia was a Senior Loan Processor for the Equiprime Mortgage Group. Earlier in her career, she served in a similar function for the First Fidelity Funding and Mortgage Corporation. Ms. Garcia joined Prime Meridian/Novus in 2007, has total of 14 years of experience in the finance industry.
- Jeremy Todd, CFA
- Head of Capital Markets
Jeremy Todd, CFA, has over 20 years of financial services experience in management, sales, and marketing covering asset managers, hedge funds, institutional investors, broker dealers, and registered investment advisors. He is the Head of Capital Markets at Prime Meridian Capital Management. Previously he was the Head of West Coast and Asia Regions at two different fintech startups dv01 and Orchard Platform. He also spent 17 years in prime brokerage starting at Montgomery Securities, then was a managing director at Bear Stearns, started the prime brokerage division at The Bank of New York Mellon, and lastly at Barclays managing the west coast business. Jeremy earned a B.A. in philosophy from the University of California, Berkeley.
- Matt Jennings
- Business Development Manager
Matt Jennings is a Business Development Manager for Prime Meridian Capital Management and branch office manager for Novus in Austin, TX and has been with the firm for over 10 years. Mr. Jennings has been in the investment management industry for over 15 years specializing in wholesaling to Investment Advisors and Broker Dealers, as well as family office relationships particularly in the South. Prior to joining Novus, Mr. Jennings founded J Financial Group for the purpose of consulting institutions and high net worth clients with various private equity placements, research and analysis. Mr. Jennings has also served as Vice President of Business Development for First Mercantile Trust Partnership, a division of the Mass Mutual Financial Group, where he marketed and distributed a proprietary, privately managed collective trust platform, to Registered Investment Advisers and Broker Dealers nationally.
- Jeffrey Ordonez-Triana
- Director of Marketing
Jeffrey serves as the Director of Marketing for Prime Meridian Capital Management LLC assisting with new business development and relationship management. Previously, he assisted private companies in both the US and China raise over $300 million in capital through private placements as an Institutional Salesperson at Kuhns Brothers Securities and JFP Holdings Ltd. Prior to Kuhns Brothers, he was a VP of Institutional Sales and Trading at SecondMarket, which is the largest secondary marketplace for private company stock. Earlier in his career, he was a top producing wealth manager at Morgan Stanley. Jeffrey graduated from Boston University with a BSBA in International Finance. He holds Series 7, 63, and 24 licenses.
- Milad Khajehnezhad
- Senior Credit Risk Analyst
Milad Khajehnezhad is a Senior Credit Risk Analyst at Prime Meridian Capital Management. In this role, he is responsible for developing risk analytic frameworks, credit policies and guidelines. Prior to joining Prime Meridian, Mr. Khajehnezhad was a Senior Credit Modeler for the RealtyShares. Earlier in his career, he served as a Credit & Portfolio Risk Manager at CitiMortgage. His experience includes credit risk modeling and validation, loss forecasting, stress testing loan portfolios, regression models, time series analysis, and operations research modeling. Mr. Khajehnezhad holds a Master of Science degree in Industrial Engineering and Operation Research from the University of Wisconsin Milwaukee.
- Justin Small
- Financial Analyst
Justin Small is a Financial Analyst for Prime Meridian Capital Management. In this role, Justin conducts research and analysis on the lending industry and platforms, as well as assists in various operational aspect of the firm. Prior to joining Prime Meridian Capital Management, Mr. Small held various roles in specialty investment management and banking. Mr. Small holds a Bachelor of Science in Finance from the University of San Francisco. In his free time, he enjoys finding new investment ideas, attending keynote speeches relating to the financial markets and the economy, and participating in several worthy programs such as after school tutoring for disadvantaged children.
- Serena Pham
- Investor Relations Associate
Serena Pham is an Investor Relations Associate at Prime Meridian Capital Management. In this role, Serena both services existing clients and helps establish new client relationships for the firm. Additionally, she helps manage the marketing functions at the firm. Previous to Prime Meridian, she was an Inside Sales Account Representative at Uber. Serena earned a Bachelors of Science in Business Administration with a concentration in marketing from the University of San Francisco. In her free time, she enjoys traveling, cooking, hiking, and playing sports including volleyball and basketball.
- Ed Zimmermann
- Operations Associate
Ed is the Operations Associate at Prime Meridian Capital Management where he shares a role in onboarding clients, reconciling client accounts, and overseeing accounting functions. Ed works closely with other team members to target scalability in operations. Prior to joining Prime Meridian, Ed was a Portfolio Administrator with AssetMark where he traded to several model allocations, ensured accurate pricing, computed portfolio returns and corrected securities transactions. In his spare time, Ed enjoys reading, watching basketball and hiking. Ed graduated from University of California, San Diego with B.A.s in Economics & History and is a CFA level II candidate.
- Alex Cariaso
- Operations Assistant
Alex Cariaso is the Operations Assistant at Prime Meridian Capital Management. In this role, Alex is assisting the firm with administrative duties, office procedures and client database updates. Previous to Prime Meridian, he has had 27 years of experience in mortgage as an Underwriting Specialist for Franklin American Mortgage, Marketing Coordinator for National City Mortgage and Secondary Marketing for Courtesy Funding. In his free time, Alex enjoys watching movies, going to concerts, listening to music, but he mostly enjoys traveling to different countries with his wife.
- Jolene Matthews
- Administrative Assistant
Jolene has been an integral part of the Prime Meridian team since 2014, and brings fresh energy and perspective with her 11 years of administrative experience. Jolene executes the daily back office procedures, client database and office schedules, all of which are important parts of the PMCM customer care experience. Jolene is currently studying for her Salesforce Administration Certification. In her free time, she enjoys spending time with her family and working on her latest art project.
For more information on Prime Meridian’s management, please contact us.