ABOUT US

Jay is Chief Executive Officer and Chief Investment Officer for Orange Investment Advisors with over 37 years of industry experience.  Prior to founding Orange in 2017, Jay held several positions over 17 years at Semper Capital LP.  He joined Semper in 1999 as the Head of Mortgages and served as the firm’s Chief Investment Officer from 2010 until his departure in 2016, as well as Lead Portfolio Manager of the Semper MBS Total Return Fund from its inception through his departure. Prior to Semper, Jay spent 12 years at Atlantic Portfolio Analytics and Management, where his experience included managing Agency mortgage passthroughs and derivatives in long-only and leveraged portfolios.  Prior to managing portfolios, he spent four years developing analytical and operational systems, including a portfolio accounting system and one of the early CMO cash flow models.  He began his career as an electrical engineer at Harris Corporation where he earned a patent for a digital radar design.

B.S. in Electrical Engineering, Massachusetts Institute of Technology
M.B.A., Florida Institute of Technology

Boris is Senior Portfolio Manager for Orange Investment Advisors with over 25 years of industry experience.  Boris oversees all Structured Credit trading at Orange.  Prior to co-founding Orange Investment Advisors with Jay in 2017, he worked for 11 years at Semper Capital LP, first trading Agency mortgage passthroughs, then taking over mortgage credit trading after the Great Financial Crisis.  Around that time he and Jay co-developed one of the first mortgage credit models based on real estate valuations.  Boris was Head Trader for the Semper MBS Total Return Fund from its inception through his departure in 2016.  Prior to Semper, Boris worked as a Risk Manager at Bayview Financial Trading Group and began his career in 1999 as a Risk Analyst/Junior Portfolio Manager at HSBC Securities and at Lazard Asset Management.

B.A. in Economics & Operations Research, Columbia University

Armand serves as a Portfolio Manager at Orange Investment Advisors with over 10 years industry experience.  Based on his experience covering REITs and commercial real estate (CRE), Armand oversees the analysis and surveillance process for commercial mortgage-backed securities (CMBS) for Orange.  Prior to joining the firm, he was a Vice President at TortoiseEcofin assisting with the management of the publicly traded fixed-income securities in the social impact portfolios.  He also served as the Portfolio Manager and Head Trader for the firm’s liquid structured products.  Prior to joining TortoiseEcofin, Armand worked at Palmer Square Capital Management LLC where he served as the lead analyst for the firm’s asset-backed (ABS) and mortgage-backed securities (MBS) strategies and also covered REITs, CRE services and distressed credits for special situations.  Prior to that, Armand served as a private equity analyst with K1 Investment Management.

B.A. in Government, Dartmouth College

Shawn is an Analyst at Orange Investment Advisors with 3 years of industry experience.  Shawn is responsible for supporting the daily portfolio management and trading activities of the Orange investment team. He also oversees investment operations, including trade settlement and the portfolio information management systems.  Shawn interned at Orange while studying for his MBA degree at the Rollins College Crummer School of Business, where he enrolled immediately after earning his Mechanical Engineering degree from the University of Central Florida.  Shawn is also actively engaged in the Chartered Financial Analyst (CFA) program, currently a CFA Level 3 Candidate.

B.S. in Mechanical Engineering, University of Central Florida
MBA, Rollins College

Marcia serves as Chief Administrative Officer for Orange Investment Advisors and has over 40 years of IT and compliance experience.  Marcia is responsible for overseeing company resource management, finance and accounting, and SEC compliance activities.  Prior to joining Orange, Marcia worked at Argonne National Laboratory as Group Leader for Information Solutions and Technology Assurance at the Center for Nanoscale Materials.  In this role, she worked with teams of visiting scientists to understand and document their use of lab resources through process flow diagrams and design specifications with the goal of automating otherwise manual processes.  In addition to her IT responsibilities, she managed the work planning and control processes at the user facility to ensure compliance with all DOE Regulations, including those covering foreign national hosting and records management.

B.S. in Computer Science, University of St. Francis