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.
Bryant is a Senior Manager for Capital Markets within the Institutional Sales and Marketing team. Prior to joining Unison in 2021, Bryant was a credit analyst at Varden Pacifc, a structured credit hedge fund based in San Francisco, investing in asset-backed securities. Prior to joining Varden Pacific, Bryant worked at Fitch Ratings in Chicago and London as a research analyst.
Bryant received his Bachelor's degree in Economics from the University of Wisconsin - Madison and holds the Chartered Alternative Investment Analyst designation.
Walid is Managing Director with Unison Investment Management’s Institutional Business Development team, responsible for driving the growth of strategy and new institutional investor capital globally. Walid brings an accomplished track of leadership, investment, and sales and marketing experience, which includes building global strategic client and consultant relationships and partnerships, as well as overseeing quantitative and fundamental research and analytical processes and teams. Prior to joining Unison, Walid served as Senior Vice President with Wilshire Advisors; Head of Institutional Sales & Marketing at SSI Investment Management; Vice President & Regional Director at Dimensional Fund Advisors; Managing Director at Moody’s KMV; Principal & Chief Credit Officer at Barclays Global Investors; and Vice President & Director of Research at First Interstate Bank’s Investment Management Division.
Walid has a Master of Business Administration (MBA) in Finance & Marketing from the A. Gary Anderson Graduate School of Management at the University of California Riverside, and a Bachelor of Science in Respiratory Therapy / Pre-Medicine from Loma Linda University. Walid is a Chartered Financial Analyst and holds the FINRA Series 7 and 63 licenses.
Ryan is a Director of Busienss Development for Unison Investment Management based in Fairfield, CT and is responsible for driving the growth of new institutional investor capital in the United States and Canada. Prior to joining Unison Ryan worked at Eurekcap Partners as a Senior Vice President of capital introductions. He was also a Business Development Specialist at Lord Abbett Mutual Funds and worked at GE Capital in the Bank Loan Group. Ryan received a BS from Gettysburg College in Business Management with a Double Minor in History and African History. He holds FINRA Series 7 and 63.
Daisy is an Investment Strategist within Institutional Sales and Marketing where she is responsible for driving the strategy and growth of new institutional investor capital globally. Prior to joining Unison in 2021, Daisy was an Analyst at BlackRock, Inc. San Francisco serving within their Global Provider Strategy team, executing the operating strategy for partnering custodial, accounting, and transfer agent banks.
Daisy received her Bachelor’s from the University of California, Berkeley in 2019 and a certificate in Business Entrepreneurship from Berkeley Engineering.