Management

Management Team

MazonasPeter M. Mazonas, CPA, CGMA, Chief Executive Officer

  • 2013: Joined NestWorth to provide product design, proof of securitization, organizational and strategic planning services; establish, ramp and scale company
  • 2007 – Present: Co-founded Life Settlement Financial, now called Longevity Specialty Finance (both LSF), a provider of longevity services, underwriting and valuation services to life settlement companies, longevity dependent project finance companies and NestWorth
  • 2006 – Present: Before co-founding LSF, acted as interim COO/CFO of Archimedes Inc., an evidence-based quantitative pharmaco/economic model for predictive analysis of new drugs and patient therapies for big pharma, national therapy advocacy associations and large Fortune 500 companies. Archimedes is owned by Kaiser Permanente
  • 2005 – 2006: Director of Corporate Governance and Sarbanes Oxley compliance for $90 billion McKesson Corp.
  • 2004 – 2005: Managed the first year of Sarbanes-Oxley compliance program for biotech company, Invitrogen
  • 1989 – 2000: Co-founder, president and CEO of Transamerica HomeFirst, a market leader reverse mortgage lender. Created the first patented lifetime reverse mortgage products and developed the methods to securitize reverse mortgages as the first longevity valued asset class
  • 1980 – 1989: Management consultant at Thomas Paine & Associates, specializing in process engineering and financial products design for Fortune 100 financial service companies
  • 1972 – 1980: Created and managed the Executive Financial Counseling (EFC) and later Private Banking Division at Bank of America, which specialized in financial planning, wealth management, credit and transaction structuring for senior corporate executives and affluent families
  • 1967 – 1972: Price Waterhouse & Co.

 

RansonEric Ranson, FIAA, Director of Portfolio Management and Capital Markets

  • 2012: Director and consulting actuary, Collegiate Life, responsible for creating a US life insurance derivative product and the systems necessary to price and manage the business
  • 2008– 2012: Chief Underwriter and Portfolio Manager, ARM, a Catalyst Company (UK). Underwrote and managed an $800 million life settlement fund traded on the Luxembourg Exchange
  • 2008: Director of Underwriting and Portfolio Management, Life Policies of America, LLC, a San Francisco life settlement fund
  • 2003 – 2008: Actuarial Consultant, Carroll and Ranson
  • 1997 – 2003: Treasurer, Australian Mortgage Securities Association, $A and $NZ 8-10 billion of mortgage backed securities while managing a $20 billion portfolio
  • 1993 – 1997: Managing Director, Swaps and Options, Bankers Trust. Helped establish a mortgage securitization program and an Australian commercial paper conduit with over $A1 billion of assets
  • 1987 – 1993: Consultant, Tillinghast
  • 1980 – 1987: Actuary, Swiss Re

Education / Certification / Professional Memberships

  • Macquerie University, Sydney, BA & MS in Applied Finance
  • Fellow of the Institute of Actuaries of Australia

 

GavinMary Gavin, Director of Policy, Marketing and Communications

      • Mary is a lawyer by training who founded and successfully has run her own C-level strategy, content, marketing and crisis communications company. Clients include for-profit, Fortune 500, national nonprofit, state and federal government, and high tech
      • Formerly at Bank of America, she was VP in the Corporate Treasury Division, Chief of Staff to the CEO, and Manager of Executive Communications, where she primarily acted as the author and editor of external communications for successive CEOs, including as chief speechwriter.  She has extensive experience growing sales and revenues for both for-profit and nonprofit companies.

Recent Publications:

      • Finkelstein & Gavin, FUSE: Making Sense of the New CoGenerational Workforce (2nd edition Greenleaf Publishing 2011)
      • Koenig & Vogel, Tales from the M&A Trenches: Pre-closing Practices to Mitigate Post-Closing Risks, Editor (2010)
      • Rahn & Gavin, From Buccaneers to Billionaires: How Cayman Got Rich (manuscript)

Education

      • Stanford University Continuing Business Education
      • School of Law, University of California, Davis JD
      • The George Washington University, Washington, D.C. BA

 

MaloneKevin Malone, Director of Broker Relations

      • 2015: Founder and Chief Executive Officer, Longevity Services, Inc., Seattle
      • 2011 – 2013: Chief Operating Officer, Summit Capital, Seattle
      • 2010 – 2011: Chief Executive Officer, Underwriting Division, Examination Management Services Inc. (EMSI). EMSI is a leading provider of underwriting and policy servicing for the insurance and life settlement industry. EMSI performed over $60 billion of life expectancy analysis for the life settlement industry. Managed a study of 1,500 lives where 4 comparative LEs were gathered on each insured for Deutsche Bank
      • 2008 – 2010: Co-Founder of company developing non-traditional life underwriting computer model
      • 2004 – 2008: Chief Executive Officer, Underwriting Division, EMSI
      • 1998 – 2003: Founder, Chief Executive Officer, Accucare, Inc., a senior healthcare company
      • 1993 – 1997: Chief Executive Officer, Altius, Inc., manufacturer of custom keyboards for Bloomberg terminals

Education

      • Gonzaga University, BS, MS

 

MFpic (002) copyMatthew Friese, Vice President, Accounting and Servicing

      • Matt joined NestWorth as an analyst in 2009, overseeing the firm’s bookkeeping and financial records. He was promoted to Fund Manager in 2012, and currently handles the day-to-day fund operations.

Education

      • Santa Clara University, BA

 

NestWorth Home Equity Sharing Option Agreements for Seniors will be available in 2016.