Mathers’ recipe for success is unique in a sea of sameness. The multitude of ways in which we differentiate from others in our field include not just the degree to which we engage with and study new opportunities, but also the kinds of partnerships we establish, the balance of company we keep, and the degree to which we care. After all, this is our personal family investment money too! Here are just a few of the strategies we use to build value and mitigate risk:
- Traditional Private Equity
- Co-investing in traditional Private Equity
- Late stage Venture Capital
- Co-investing in late stage Venture Capital
- Secondary purchasing of Private Equity and Venture Capital
- Tertiary purchasing of Private Equity and Venture Capital
Elliot has more than 25 years of investment management experience. Before re-joining Mathers Associates as a Managing Partner, he spent 1995 – 2006 as a registered representative in the brokerage industry. In his twelve years with Ryan, Beck & Co., Morgan Stanley and Crowell, Weedon & Co., he provided a solid growth record with an emphasis on the financial sector combined with tax efficiency. During this period, he strategized with Norbert on investment opportunities in the public and private equity markets.
Elliot attended the George Washington University School of Government and Business Administration. He has held both Series 7 and 63 licenses.
Jack has over 25 years of experience in mutual and investment fund operations. His primary responsibilities include investment analysis, valuation of private investments, and oversight of daily operations. Prior to joining Mathers in 2001, Jack was an associate at Deutsche Bank responsible for management of a financial reporting team. He also gained experience in financial reporting and investment accounting at JP Morgan & Co. and the Delaware Group.
Jack received a B.S. in Accounting from Neumann University.
John Eldred specializes in creating change in leaders, family businesses and communities around the world. His work has been cited in The New York Times, The Wall Street Journal, the European Labor Relations Review, and Fast Company Magazine. He has taught courses in positive organization politics at both the Wharton School and Organization Dynamics of the University of Pennsylvania since 1979. Eldred has served on several for profit and not for profit organization boards, including Chestnut Hill Academy, Alternative Work Environments, Hopeworks, Institute for Development and the Management and Behavioral Science Center.
Aline started her career in the financial services sector working for Franklin Templeton Investments followed by a move into the investment banking sector at Piper Jaffray and Morgan Stanley. In 2005, she was a Series 7 licensed Financial Advisor at Smith Barney/Citibank. In 2009, she took a sabbatical in France before returning to the United States to continue to enrich her work experience. Her corporate background includes Thomson Reuters, Capital Group, PricewaterhouseCoopers and Nestle USA.
Aline has a Bachelor of Science in Business Administration/Marketing minor from San Francisco State University and a Master of Business Administration from Notre Dame de Namur University. She also has an international background stemming from 11 years of expatriate living in Singapore and her travels to Asia, the Middle East and Europe.
Norbert Zeelander - in memorium
Norbert founded Mathers Associates out of his carriage house in Ambler, PA in 1991. By the time of his passing in 2014, Mathers' assets under management (AUM) had grown from $1M to over $70M. Having started his career in the fledgling computer industry, he helped develop companies in the computer hardware and communications industries. With a successful IPO of Communications Group Inc (CGI), Norbert saw the need to set up Mathers, not just to manage his own assets but also those of friends and family. Norbert believed that the best way to succeed was by investing money together, having all of his skin in the game and only getting paid if everyone else made money.
Norbert earned his B.A. from Queens College and his J.D. from Brooklyn Law School.