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Joe Makepeace, CFA

Joe Makepeace, CFA

Associate

Followers of Joe Makepeace, CFA912 followers
location of Joe Makepeace, CFACharleston, South Carolina Metropolitan Area

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  • Timeline

  • About me

    Director, Capital Markets at Ledger Investing

  • Education

    • University of South Carolina - The Moore School of Business

      -
      Bachelor of Science (BS) Finance

  • Experience

    • Modus21, LLC.

      May 2014 - May 2015
      Associate

    • RiskSpan

      Jan 2015 - Jan 2022
      Director

      RiskSpan is a Fintech firm primarily focused in the asset backed securities industry. Riskspan works with Mortgage-Backed Securities, Private Credit, and other esoteric asset investors.Esoteric ABS valuationMSR Analytics product developmentVarious consulting engagements across Whole Loan, RMBS, MSR and other ABS asset classes

    • Ledger Investing

      Feb 2023 - now
      Director, Capital Markets

      Ledger investing connects risk to capital via insurance-linked securities. Originate and structure casualty insurance linked securites Manage investor relationships Python modeling

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute

    • Series 63

      FINRA

    • Series 7

      FINRA

    • Series 79

      FINRA