Thomas A. McKay – Chief Investment Officer and Portfolio Manager
Tom is the chief investment officer, head portfolio manager, founder and owner of T.A. McKay & Co., Inc. Mr. McKay started the company in 1989 after he left S.B. Lewis & Company, where he had worked for three years managing investments in bankruptcy claims and distressed securities. Prior to S. B. Lewis, he was treasurer for 3 ½ years of Anglo Energy Limited (now Nabors Industries, Inc.), an oil services company that was reorganized in 1986 under Chapter 11. Tom started his career as a credit officer at J.P. Morgan & Co. from 1974 to 1982. He graduated from Princeton, served three years as a naval officer, and received an MBA from Harvard Business School.
Andrew S. Lipman – Head of Research and Backup Portfolio Manager
Andy is Head of Research and back up portfolio manager for the firm. He joined T.A. McKay in 2009 after seven years managing a portfolio of distressed debt investments for Harvest Management. Prior to working at Harvest he was a managing director at ING Barings and Schroder & Co., Inc, and he has in excess of 20 years of experience in distressed investing. Andy graduated from Princeton and earned an MBA from Yale School of Management and a JD from Harvard Law School.
Robert L. Jones
Bobby is a member of the credit team, performing analysis on investment opportunities. Bobby is based in the Houston office and helps oversee Simplon's portfolio investments located in the south. Prior to joining the firm, Bobby was a Vice President in Morgan Stanley's Private Wealth Management Division. He also worked at the United States Department of the Treasury where he served on the Iraq Financial Task Force and was the G-7/G-20 Desk Officer. Bobby graduated from Texas Christian University and earned an MBA at the University of Texas at Austin.
Malone is a member of the credit team, performing analysis on investment opportunities. Before joining T.A. McKay, he completed his Masters of Science in Finance at the University of Illinois at Urbana-Champaign, and received a BA in Business Administration from California State University, East Bay. He has completed Level II of the CFA program.
Roger J. Cohen – Chief Financial Officer
Roger serves as Chief Financial Officer. He is a Certified Public Accountant with an extensive background in the financial services industry and in public accounting. After ten years with Ernst & Young, he was chief operating officer for Garban LLC, a bond broker, and chief financial officer of Brean Murray, Carret & Co., a boutique broker dealer. More recently, he was a managing director at the Bank of New York where he developed the financial reporting system for G-Trade Services. Roger received an MS in accounting from Wharton and a BS in accounting from Brooklyn College.
Jeffrey E. Livingston – Chief Compliance Officer
Jeff serves as Chief Compliance Officer. He is an independent lawyer with extensive experience in business, government and private litigation practice. He was previously Assistant US Attorney in the Southern District of New York, Criminal Division. He was also Deputy General Counsel of CA, Inc. (Computer Associates International) after it had settled charges brought against it by the Department of Justice. In that capacity, he supervised the company's financial disclosure and compliance with Sarbanes-Oxley 404. He was formerly a member of the board of Telecom Italia S.p.A. where he served on its Audit and Corporate Governance Committee. Jeff received a BA from the University of Rochester and a JD from New York University Law School.