At A3 Financial Investments, we believe that alternative credit securities offer diversification and countless investment opportunities that can be targeted to specific return objectives and risk tolerance levels.*
INCOME | COLLATERAL | STRUCTURE
Christian Aymond has over 30 years of sales and marketing experience in the securities industry. Prior to co-founding A3 Financial Investments, Aymond was a Director at SBAM, an alternative credit hedge fund. Aymond also developed alternative strategy products in the 40 act space as a Co-founder and Principal of Absolute Investment Advisers, LLC. He has also held various marketing and sales management positions at Putnam Investments and Federated Investors, Inc. Aymond received a B.A. in Economics from Denison University.
Gregory Bell co-founded A3 Financial Investments, after serving as the Chief Investment Officer of SBAM. He has invested in credit across a variety of niche industries since 2006, working at two multi-billion dollar credit & structured product hedge funds. As a structured credit analyst and trader at ArrowMark Partners, Bell was responsible for asset backed securities trading activity. He has participated in hundreds of structured credit securitizations throughout his career, acting in an investment banking capacity, as well as underwriter, structurer and trader. While at the Royal Bank of Scotland, he developed the reverse mortgage broker–dealer trading operations. Bell began his career at Silver Point Capital. Bell holds a B.S. from the Vanderbilt University School of Engineering.
Anthony Bosch contributes more than 25 years of experience in the securities industry. Prior to co-founding A3 Financial Investments, Bosch was a member of SBAM. He was a Co-founder of Absolute Investment Advisers, LLC, an alternative investment advisory firm, in which he served as Principal and General Counsel. Previously, he served as General Counsel for Berger Financial Group and began his career with the Securities and Exchange Commission (SEC). Bosch received his Juris Doctorate from the University of Toledo and a degree in Chemistry from Miami University.
Matt DuPree has over 25 years of experience managing UNHW client investments and financial matters. Before joining A3 Financial Investments, he was CFO of Southern Sky Capital, a long-short equity hedge fund. Prior to that, he helped to develop and implement a novel portfolio for the venture arm of a single-family office. He has been President of Hilltop Investment Advisors since 2011, and has previously managed client wealth at BNY Mellon and Wealth Management Consultants in Denver. DuPree holds a B.A in Economics from Colorado College and an M.A. in Accounting from the University of Virginia. He is a CPA licensed in the state of Colorado and is a CFA charterholder.
Kimberly Merriman co-founded A3 Financial Investments, after serving as a Director at SBAM. Previously, she was a Client Advisor at J.P. Morgan’s Private Bank Denver office and joined J.P. Morgan's Private Bank Chicago office in 2014, where she helped to develop the Private Bank’s Incident and Client Advisory team, which advises on legal, regulatory, and compliance guidelines and initiatives. Prior to J.P. Morgan, Merriman was a Financial Investment Professional within the Private Wealth Management Division of Goldman Sachs & Co. in the New York and Houston offices. She began her career in the Corporate Finance group of Skadden, Arps, Slate, Meagher & Flom LLP in New York. Merriman received a Juris Doctorate from New York Law School and a B.S. in Pre-Law with a minor in Sociology from The Pennsylvania State University.
Lars Soderberg has more than 37 years of experience in the alternative and traditional asset management industry. Before co-founding A3 Financial Investments, he was a Director at SBAM, an alternative credit hedge fund. Preceding this, Soderberg was with Aqueduct Capital developing their private equity effort. From 2004 through 2015, he served at Independence Capital Asset Partners (ICAP) as Chief Marketing Officer for their hedge fund business and developed some of the asset management industries first alternative liquid 40 Act hedge fund and UCITS products. Soderberg was with Janus Capital Group from 1995 to 2004, where he was an Executive Vice President and Managing Director. In addition to his various responsibilities in managing the firm’s Institutional distribution and marketing, he served on the executive committee and was President of Janus’ broker dealer. Soderberg began his career with Fidelity Investments from 1981 to 1995, where he held a variety of retail and institutional sales roles in Boston and Los Angeles. Soderberg received a B.A. from Denison University.
*Diversification does not assure a profit or protect against loss in a declining market.