Mr. Dillon is the Co-Portfolio Manager for Mariner’s Concordia Municipal Opportunities Strategy. Prior to joining Mariner in 2013, he was a portfolio manager, principal and member of the Investment Committee for Concordia Advisors, having joined in 2003 to co-manage Municipal Market Opportunities mandates with James Wise. Prior to joining Concordia in 2003, he was Co-Head of JP Morgan’s tax-exempt Structured Product Group from 1998, having been a Municipal Bond market strategist since 1991. Mr. Dillon holds a B.S. in Business Administration, summa cum laude, from the State University of New York at Albany, and a Masters of Management from Kellogg Graduate School of Management, Northwestern University.
Mr. Fahey joined Mariner in 2012 and is a Portfolio Manager for the Firm and also serves as the Portfolio Manager for Mariner’s Fund of Fund business. He had previously been Co-Founder and Chief Investment Officer of Rockwood Investment Management, LLC from 2008 to 2012. While at Rockwood, Mr. Fahey managed various separate accounts for Mariner. Prior, he served as Head of High Yield, Distressed and Leveraged Loan Trading for CIBC World Markets, Inc. from 2000 to 2007. From 1993 to 1999, Mr. Fahey was Co-Founder and Head of High Yield and Distressed Trading at Chase Securities, Inc. Mr. Fahey’s career began at Lehman Brothers in 1984 where he ultimately held the title of Senior Vice President and was Co-Head of High Yield Trading. Mr. Fahey graduated magna cum laude from Boston University with a BS in Finance.
Mr. Finnerty is a Co-Portfolio Manager for the Galton Team. Mr. Finnerty joined Mariner in 2005 and formerly was a founding principal of Mariner FI Capital Group, LLC, a trading team within Mariner that provided day-to-day portfolio management services to an agency mortgage related hedge fund (which is no longer in operation). Prior to joining Mariner in 2005, he was a Managing Director at JP Morgan Chase running the Mortgage Securities Department since 1999. Mr. Finnerty worked at Bear Stearns from 1986 to 1996 where he was a Senior Managing Director holding numerous trading positions, but ultimately heading the Mortgage Securities Department and becoming a member of their Board of Directors. Mr. Finnerty also ran the Mortgage Securities Department at UBS from 1996 to 1998 and was Chairman of the Mortgage and Asset Backed Division of the Bond Market Association in 2003. He currently serves as a Director of publicly traded REIT New Residential Corp (NRZ – NYSE). Mr. Finnerty has served two 4 year terms on the Board of Trustees at Loyola University Maryland including his time as Chairman of their endowment Investment Committee. Mr. Finnerty graduated from St. John’s University with a B.S. in Communication Arts and a minor in Economics.
Mr. Gunnerson joined Mariner in 2014 as Co-Head and Portfolio Manager of Mariner’s Leveraged Credit Team. Prior to joining Mariner, Mr. Gunnerson served as the Co-Head of this same group under its prior name, ORIX Proprietary Investing, while employed at ORIX USA. Prior to that, Mr. Gunnerson was a Portfolio Manager at Highland Capital Management. At Highland, Mr. Gunnerson was actively managing the financial institutions portfolio, making investments across the capital structure. Previously, he worked as an Associate for Citigroup in the Global Capital Markets division. At Citigroup, he was responsible for selling primary and secondary leveraged loans. Before joining Citigroup, Mr. Gunnerson worked at Deutsche Bank Securities as an Investment Banking Analyst in the Chemicals industry team and successfully completed several M&A transactions. Mr. Gunnerson received a Bachelor of Science degree in International Finance from Brigham Young University in 2000 and a Masters of Business Administration from the University of Southern California in 2005.
Mr. Gurion joined Mariner in 2014 as Portfolio Manager for the Mariner Glen Oaks Strategy. Prior to Mariner, Mr. Gurion was a Portfolio Manager at Allen & Company where he managed Allen Global Partner’s credit portfolio since 2009. Prior to Allen & Company, he was a Portfolio Manager at JD Capital Management where he initiated and led the firm’s entry into the credit markets. Previously, he was a Co-Founder and assistant Portfolio Manager for Eos Credit Opportunities. He began his career in the investment banking department of Goldman Sachs & Company. Mr. Gurion graduated summa cum laude from Duke University with a B.A. in Economics and History and also received a J.D. from Harvard Law School.
Mr. Heine rejoined Mariner in April 2017 as a Portfolio Manager for the Firm. Mr. Heine began investing capital for Mariner in 1998 and spent approximately 11 years at the Firm managing a team that traded a government securities cash/futures arbitrage strategy. From 2009 through 2016, Mr. Heine worked as a partner in proprietary trading firms with a two and a half year tenure at Morven Advisors, a fixed income hedge fund. Prior to joining Mariner in 1998, Mr. Heine managed the Treasury arbitrage desk for Deutsche Bank GS and was a director and trader for the fixed-income proprietary desk at Credit Suisse First Boston. He started his career as a trader on the Chicago Mercantile Exchange. Mr. Heine earned an M.B.A. from Rutgers University and a bachelor's degree from Franklin and Marshall College.
Mr. Hohns serves as Lead Portfolio Manager for Mariner’s International Infrastructure Finance Company (“IIFC”) regulatory capital strategy. Prior to joining Mariner in 2012, Dr. Hohns was a Managing Director at Institutional Financial Markets, Inc. (now known as Cohen & Company Financial Management, LLC), which he joined at its inception in 2001. At IFMI, Dr. Hohns developed and managed the firm’s municipal securities platform and executed capital market strategies for structured credit products and other managed funds. Among these, Dr. Hohns developed Non-Profit Preferred Funding, the first institutional-scale fixed-income Impact Investment product, and the recipient of the 2006 Deal of the Year from Total Securitization magazine. In 2008, Institutional Investor Magazine named Dr. Hohns as a member of its “20 Rising Stars of Fixed Income.” Dr. Hohns holds a B.S. in Economics from the Wharton School at the University of Pennsylvania, a Masters in Liberal Arts from the School of Arts and Sciences at the University of Pennsylvania, and a Ph.D. in Applied Economics and Managerial Sciences from the Wharton School at the University of Pennsylvania. His dissertation topic, Justice and Infrastructure, explores the extent of the funding gap in project finance while developing several financial institution-based solutions to meet the world’s infrastructure capital needs. Dr. Hohns has also served as an Adjunct Assistant Professor and Research Fellow at The Leonard N. Stern School of Business at New York University since 2012.
Mr. Jiganti joined Mariner in 2017 and is a Portfolio Manager for the Firm. Prior to Mariner, he was a Portfolio Manager at Morven Advisors in G7 interest rates. Previously, he was a Vice President at Credit Suisse where he led U.S. linear rates risk management. He started his career as an Interest Rate Trader at partner-owned proprietary trading firms. Mr. Jiganti earned an M.B.A. in Quantitative Finance from New York University’s Stern School of Business and a B.A. in Economics from the University of Colorado. Mr. Jiganti is a Chartered Financial Analyst.
Mr. Martin joined Mariner in 2014 as Co-Head and Portfolio Manager of Mariner’s Leveraged Credit Team. Prior to joining Mariner, Mr. Martin served as the Co-Head of this same group under its prior name, ORIX Proprietary Investing, while employed at ORIX USA. Prior to joining ORIX he was a Senior VP at Imperial Capital, LLC where he worked in Loan Trading Desk Analytics. Prior to that, Mr. Martin was a Portfolio Manager at Highland Capital Management, L.P. While at Highland, Mr. Martin managed a portfolio consisting primarily of leveraged loans and high yield securities in designated industry verticals including Telecom, Cable and Media. Before joining Highland, Mr. Martin was a Vice President at Newcastle Partners, a Dallas based hedge fund that invested in all parts of the capital structure. Prior to Newcastle, Mr. Martin worked at Imperial Capital, LLC on their trading desk focused on analysis of distressed credits and before that in their investment banking group. Before joining Imperial Capital, LLC, Mr. Martin worked for Enron Corp in their associate program. Mr. Martin received a Bachelor of Science degree in Finance from Texas A&M University in 1994, a Masters in Professional Accounting from the University of Texas in 1998, and a Masters of Business Administration with an emphasis in Finance from the University of Texas in 1998.
John (Jack) Poulson
Mr. Poulson joined Mariner in August 2008 as a Portfolio Manager for the Firm. Prior to joining Mariner, Mr. Poulson was Head Portfolio Manager of the Silvermine strategy at Five Mile Capital. Prior to Five Mile, Mr. Poulson was with Greenwich Capital Markets (GCM) from 1984-2002, most recently as Co-Head of the Liquid Products Group. Mr. Poulson initially traded U.S. Treasuries for Greenwich Capital as a market-maker and during the following nine years he became a senior U.S. Treasury trader and helped build a new primary dealership into one of the largest operations on Wall Street. In 1993, Mr. Poulson re-focused his efforts to concentrate solely on proprietary trading for GCM, creating a highly profitable business investing in U.S., Canadian, European and Japanese interest rate markets. In 1999, the parent of GCM (NatWest Bank PLC) appointed Mr. Poulson Head of Global Sovereign Debt in London. Mr. Poulson holds a B.S. degree from the McIntire School of Commerce, University of Virginia and a M.B.A. from the University of Houston. Mr. Poulson is Treasurer and Chair of the Finance Committee at Plan International USA.
Mr. Puri is Strategy Head and Portfolio Manager of the Concordia G-10 Fixed Income Relative Value Strategy. Prior to joining Mariner in April 2013, he was the Strategy Head and a Portfolio Manager at Concordia Advisors, LLC (“Concordia”). He joined Concordia in 1998 as Co-Portfolio Manager in the G-10 Fixed Income team from Barclay Investment (“BI”), a sub-advisor to Concordia, where he was a fixed income strategist. Prior to that, he worked for First Union Bank as a manager of its U.S. dollar derivatives and treasury portfolios. He was a partner and on the board of directors of Concordia. Arun Puri holds an MBA from the University of Pittsburgh and a Bachelor’s of Science with Honors in Physics, Mathematics, and Geology from Punjab University, India.
Mr. Schwab is a Portfolio Manager for the Firm. He has traded mortgage-backed securities for Mariner since 2005, focusing primarily on agency and non-agency mortgage derivatives. Prior to joining Mariner, Mr. Schwab was a Managing Director on the Bear Stearns Mortgage Desk. Mr. Schwab spent 19 years at Bear Stearns, trading all varieties of CMO’s, CDO’s, CBO’s and securitized fixed income assets. Mr. Schwab specialized in structuring, creating and trading complex mortgage derivative tranches. Over the course of Mr. Schwab’s career, he has been a trader in New York City, London and Tokyo. Mr. Schwab holds a B.A. in Finance from State University New York at Albany.
Mr. Shulman is a Portfolio Manager for the Firm and serves as Deputy Portfolio Manager for Mariner Atlantic, Mariner’s flagship fixed income relative value strategy. Mr. Shulman has traded mortgage-backed securities for Mariner since 2007, focusing on both agency and non-agency MBS securities. Prior to joining Mariner, Mr. Shulman was a trader at Truman Capital where he was responsible for the valuation, acquisition and securitization of scratch and dent and non-performing residential whole loans, as well as mortgage residuals and subordinate bonds. Mr. Shulman began his career on Wall Street as an Agency CMO trader at Donaldson, Lufkin and Jenrette. Mr. Shulman was also a founder, director and Chief Financial Officer of Cityfeet.com, a leading commercial real estate website acquired by Loopnet Inc. (Nasdaq: LOOP). Mr. Shulman holds a B.A. in economics from Duke University and an M.B.A. in Finance from the Wharton School, graduating with distinction as a Palmer Scholar.
Mr. Totlani joined Mariner in 2019 and is a Portfolio Manager for the Firm. Prior to Mariner, he was the Head of U.S. Inflation at Credit Suisse. Prior to joining Credit Suisse in January 2015, Mr. Totlani was the Head of U.S. Inflation at Societe Generale, prior to which he ran the U.S. Cash Inflation desk at Bank of America Merrill Lynch. Mr. Totlani holds an MBA in Economics and Analytical Finance from the University of Chicago
Mr. Whalen is a Co-Portfolio Manager for the Galton Team. Prior to joining Mariner, Mr. Whalen was a Managing Director and Co-Head of Merrill Lynch's Non-Conforming Mortgage Businesses. After joining Merrill Lynch in 2002, he helped in successfully re-launching their whole loan and third party mortgage originations businesses with in excess of $100 billion issued during his tenure. Prior to Merrill, Mr. Whalen ran Home Equity Banking at JPMorgan Securities where he worked from 2000 through 2002. Mr. Whalen was a Senior Vice President at Chase Manhattan Mortgage where he worked from 1993 through 2000. During this time, he was one of the senior managers who helped launch Chase Funding, a subprime lender, in 1995 with his primary responsibilities including Capital Markets activities for Chase Funding. These activities included the CFAB and CFLAT securitization programs, pricing, servicing oversight, whole loan trading, and hedging. Mr. Whalen holds an M.B.A. and a B.S. in Applied Math and English Literature from University of Pittsburgh.
Mr. Wise is the Co-Portfolio Manager for Mariner’s Concordia Municipal Opportunities Strategy. Prior to joining Mariner in 2013, he was a portfolio manager, principal and board director of Concordia, having joined in 2003 to co-manage Municipal Market Opportunities mandates with Christopher Dillon. Prior to joining Concordia, he was from 1998 Co-Head of JP Morgan’s Municipal Structured Product Group and head of the that area’s proprietary trading effort, having been a municipal bond market-maker and risk manager since 1993. James Wise holds a B.S. in Economics with a Finance concentration from the University of Pennsylvania’s Wharton School and an Executive M.B.A. in Finance with Distinction from New York University’s Leonard N. Stern School of Business.