PHOENIX, formerly known as the Phoenix Capital family of companies, is the premier advisory firm for MSR & Whole Loan Trading, Mortgage Services and Analytics. After more than two decades of industry leadership, PHOENIX has successfully managed over a trillion in MSR transactions and provided analytic solutions to a majority of the top 20 banks and mortgage servicers. Diverse business lines offer high-touch trading advisory and valuations/analytics for mortgage servicing rights and whole loans, in addition to mortgage servicing oversight/QC and loan level due diligence. PHOENIX continues to be recognized as the industry leader for providing clients with optimal strategic solutions positioning them for long-term, comprehensive MSR success. Through knowledge-based analytics and operational expertise, our team achieves superior execution and actionable operating improvements for our clients.

Analytics

Trading & Exchanges

PHOENIX

Brett Schaffer

Joe Schinker

Bryan C.

Jeffrey Boyd

Douglas Krueger

Jason Eisendrath

Garrett Jimenez

Doug Mayers

Cesar A. Soto

Brian Cerise

Kelly Garland

David Caudill

Alyssa Burton

Stephen Fleming

Julie Riccatone

Dean Demeritte

Kristen Chapman

The Trading and Finance Team at PHOENIX specializes in the strategic advisory and execution of MSR (Mortgage Servicing Rights) and whole loan transactions. Comprising seasoned professionals including Senior Vice Presidents, Transaction Analysts, and Executives in Trading and Analytics, the team provides high-touch trading advisory, valuations, and financial analyses to optimize client portfolios. They leverage their deep industry knowledge and analytical expertise to ensure superior transaction execution, operational improvements, and long-term success for clients in the mortgage industry.

Trading and Finance Team

Financial and Asset Management Team

Leadership Team

Trading and Finance Team

About

Team members

Other teams at PHOENIX

Financial and Asset Management Team

Leadership Team