Thomas founded Unison and leads the company’s overall strategic direction. He has more than twenty years of experience building large-scale consumer finance and investment management businesses at companies such as Barclay’s Global Investors, where he managed the $28 billion residential mortgage portfolio, built the first Fixed Income ETF (iShares) and developed Barclay’s Global Multi-Strategy and Credit Long/Short fund.
Thomas holds an Academy Economist degree from Niels Brock’s Academy of International Business in Copenhagen, Denmark. Thomas has been on the Board of Outward Bound, he is an avid sailboat racer and kite surfer, and he launched the world’s first junior kite board race team.
Matt is responsible for all investments at Unison Investment Management and its associated research. Matt’s most recent engagement has been to run the LifePath series of funds at BlackRock. LifePath is a multi-asset (target date) series of funds with global reach and over $300B in assets. The funds were gold rated by MorningStar and carried morning star star ratings ranging from 3 to 5 (the highest rating). In addition, they were buy-rated by all major consultants. Matthew also spoke frequently on the subject of retirement savings and retirement spending.
He worked at BGI/BLK starting in 2003 when he graduated as valedictorian from the Masters in Financial Engineering program at UC Berkeley’s Haas School of Business to February 2021. In addition to running the LifePath series of funds, Matt developed the CoRI retirement indexes and the associated analytics and interface surrounding them known as iRetire. Previous to his work in multi-asset portfolio management and retirement innovation Matt worked in the quantitative fixed income group at BGI. His work included researching, assisting in the launch of and running of BGI’s flagship quantitative credit long/short fund. He has also researched and launched funds in the government bond and securitized credit spaces. He has also consulted in the single family residential FinTech space over the years.
He has also served on the board of the CFA Society of San Francisco and served as that board’s president.
Joe oversees the Institutional Sales and Marketing effort at Unison and is responsible for driving the growth of new institutional investor capital globally. Prior to joining Unison, Joe served as the Western Regional Manager for the Wells Fargo Securities Fixed Income Sales team. Joe was also a Managing Director and Senior Managing Director in Securitized Products Group at JP Morgan and Bear Stearns.
Joe has a Bachelor of Science in Management Engineering from Worcester Polytechnic Institute and holds the FINRA Series 7, 24, 53 and 63 licenses.
