Melissa Currie, Director of Marketing and Digital Solutions
Ms. Currie began her career with Penn Capital in 2014 bringing close to 20 years’ experience in mutual fund and asset management marketing. Prior to joining Penn Capital, she was a Marketing Manager at Equinox Funds where she focused on the marketing and distribution of 40-Act Managed Futures funds. Previously, Ms. Currie spent eight years at BlackRock where she held various marketing positions in both the retail and institutional business channels, and five years at 1838 Investment Advisors. She holds a BS in Marketing.
Mr. Jordan began his career at Penn Capital in 2016 as a Marketing Product Director. Prior to joining Penn Capital, he spent 17 years at Delaware Investments in various roles and upon his departure held the position of Assistant Vice President, Product Manager focusing on multi-asset, domestic and international equity products. Mr. Jordan received a BS in Business Management from West Chester University and holds FINRA Series 7 and 63 securities licenses.
Matthew Bogdan, Senior Product Analytics Analyst
Mr. Bogdan began his career at Penn Capital in 2016 as a Senior Product Analytics Analyst. Prior to joining Penn Capital, he was a Portfolio Analyst at FS Investments (formerly Franklin Square Capital Partners) focused on the firm’s Investment Corporation III Fund. Earlier in his career Mr. Bogdan held various Investment Analyst roles at Forefront Analytics and Deutsche Bank AG. He holds a BS in Finance from the University of North Carolina.
Andrea McNett, Marketing Associate
Miss McNett began her career at Penn Capital in 2016 as a Marketing Associate. Prior to joining Penn Capital, she was a Portfolio Accountant at SEI Investments. Miss McNett holds a BS in Finance, with a minor in Marketing, from Bloomsburg University.