Mr. McCorvey has over 23 years of experience serving private clients in the alternative and institutional investments industry. Mr. McCorvey began his institutional investment career in 1994 as a financial analyst for the Florida State Board of Administration, the now ~$150 billion pension fund for the state of Florida, performing analysis for multiple portfolios for the fund’s assets which then totaled approximately $65 billion. Mr. McCorvey was the senior vice president of Neovest, which was subsequently sold to JP Morgan in 2005. Mr. McCorvey served as the senior vice president of MadisonGrey, (which, at the time was Bank of Butterfield’s domestic Hedge Fund Administration business) where he led the firm’s growth from approximately $100 million assets under administration to approximately $2 billion until 2007 upon founding Stonegate Global.
Mr. McCorvey has been cited in various publications, including HFMWeek, Acquisitions International, Global Custodian, Securities Technology Monitor, Institutional Investor, Clearing Quarterly, and Hedge Fund Marketing Alliance. Mr. McCorvey is also a speaker on investment radio and at hedge fund and family office conferences.
Mr. McCorvey studied investment management at Harvard Business School, successfully completing the Private Equity and Venture Capital program. As a 1994 ACC Academic All-American, Mr. McCorvey holds a BS in finance with a minor in economics from Florida State University, and was a member of the 1993 Florida State University Seminoles National Championship Football Team under legendary Coach Bobby Bowden.
In 2012, Mr. Petersen founded Soho Income Advisors, a registered investment advisor, and later, Soho Income Fund, LP, the predecessor to the Partnership. The Partnership relies on Mr. Petersen's unique perspective obtained by investing in and advising on a number of different sectors and asset classes during his Wall Street career to help achieve its objective of an average annual return that is superior to that of the S&P 500 without the corresponding increase in volatility.
Mr. Petersen attended Bucknell University, where he earned his Bachelor of Science degree in Business Administration – Accounting in 1997. He also holds the CFA Institute’s Chartered Financial Analyst designation.