Mathias has over 25 years of alternative investment experience. In 2001, he joined Crystal, launching several US based multi-strategy fund of funds. Having a keen understanding of the industry, Mathias realized that one size does not fit all, and advisors needed more customizable options to avoid manager and strategy overlap in client portfolios. Thus, he initiated the Customized Portfolio Program, providing financial advisors with a platform to build customized hedge fund and private equity portfolios for their clients. Mathias is primarily responsible for the company’s strategic direction as well as overseeing manager selection and investment support services. He earned his M.B.A. with a specialization in investments from the University of Miami and his B.S. from Bentley College.
Joseph has over 25 years of alternative investment experience. In 1994, he pioneered the distinctive vision to create an institutional solution to not only navigate, but also facilitate and simplify the alternative investment journey. He launched his career as an early investor in today’s most recognizable alternative investment funds, creating and managing several offshore fund of funds. He now heads our investment committee and oversees the quantitative research efforts including portfolio modeling and technical analytics. Joseph has a deep knowledge of investments, mathematics, statistics, technology, and model developing. He earned his M.S. in Industrial Administration from Carnegie Mellon University.
Klaus is primarily responsible for overseeing the firm’s manager research and due diligence program. Prior to joining Bind Capital, he was an energy analyst with U.S. Gas & Electric. Klaus earned his B.B.A. in Finance with a minor in Marketing from the University of Miami. Klaus is a holder of the right to use the Chartered Financial Analyst® designation as well as the Chartered Alternative Investment Analyst designation. He is a chapter executive for CAIA Miami.
Daniel is focused on developing and supporting relationships with financial intermediaries through marketing and sales initiatives. Prior to joining the firm, he served as Director of International Sales for GSM Systems and brings over a decade of Wall Street experience working as a Principal Managing Partner and Registered Investment Advisor of Chicago Investment Group as well as a SVP of the Wealth Management Group for Ladenburg Thalmann & Company in London and New York. He earned his BSBA in Finance and Business Administration from West Virginia University.
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