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CASE MATHEIS

ASSOCIATE

Case is an Associate on the portfolio management team with three years of experience in fixed income markets.  At Blue Elephant, he focuses on sourcing origination opportunities, credit, portfolio construction and portfolio risk. He is responsible for assisting the credit and due diligence framework across all origination verticals.

Case began his career as an Analyst on the Structured Products trading desk at Brownstone Investment Group. He joined the desk within its first year of inception and had significant responsibility in building out the business. Case was primarily responsible for generating research and analysis on the Non-Agency RMBS sector.

Case graduated from Duke University in 2016 and won two national championships as a member of the lacrosse team. He has passed CFA levels I & II and has received Series 7 and 63 licenses.


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