Team
Don Davis
CEO / Portfolio Manager
Val Katayev
Managing Partner
Sean Bill
Chief Investment Officer
Sandra Garcia
Chief Compliance Officer and Director of Operations
Jeremy Todd, CFA
Head of Capital Markets
Jeff Bottom
Director of Business Development
Jeff Bottom is the Director of Business Development with Prime Meridian Capital Management and brings over 20 years of experience in the investment advisory business. Previously, he was the President of a boutique Mutual Fund company offering niche investment strategies. Prior to that, he held a number of senior level roles involved in the marketing and sales of various illiquid, non-market correlated strategies. He received a BS in Water Resources Management from the University of New Hampshire.
He currently holds FINRA Series 3, 6, 7, 22 and 63 securities licenses.
Jeff Faria
Portfolio Analyst
Jeff is an Analyst at Prime Meridian Capital Management where he assists in the analysis of portfolio management and operations functions, with an emphasis on monitoring and diligence of investment holdings. Jeff enjoys spending his spare time with his wife and two sons and watching college football. Jeff graduated cum laude from University of Massachusetts, Amherst with B.B.A. in Management and received his M.B.A. from University of Illinois, Urbana-Champaign.
Charlie Swann
Financial Analyst
Charlie Swann is a Financial Analyst at Prime Meridian Capital Management, assisting with accounting and other daily operational functions, regularly interfacing with the administrator, auditors, vendors, and banking clients. Originally from London, U.K. Charlie graduated from Suffolk University with a degree in Finance then subsequently worked at one of the largest private investment banks before joining Prime Meridian. Charlie enjoys following and participating in sports, particularly soccer, in addition to attending live performances and traveling around the world
Alex Cariaso
Sr Operations Associate
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.
For more information on Prime Meridian’s management, please contact us.
Blog
The Looming Debt Ceiling: A Case for Private Credit
September 25, 2023