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Penn Capital Announces New Partners

PHILADELPHIA, March 08, 2017 -- Penn Capital Management Company, Inc. (Penn Capital) is pleased to announce Lisa Matson, Esq., Robert McLaughlin, Peter Moran and Richard Simons have each been promoted to Partner.

Lisa Matson, Esq., Partner, General Counsel

Ms. Matson joined Penn Capital in 2014 and is responsible for oversight of the firm’s legal and compliance departments. Previously, Ms. Matson was a senior counsel and assistant vice president with Lincoln Financial Group and also spent 10 years with The Vanguard Group, Inc. She began her legal career in private practice with the Philadelphia law firm Stradley, Ronon, Stevens & Young, LLP. Ms. Matson holds a BA with honors from Carleton College and a JD from the University of Pennsylvania Law School.

Robert McLaughlin, CFA, Partner, Director of Operations

Mr. McLaughlin joined Penn Capital as Manager of Business Operations in 2011. He is responsible for the management and oversight of the operations and client reporting functions of the firm. Mr. McLaughlin has over 15 years of experience in the investment management industry and was most recently a Director with Evergreen Investments’ Global High Yield team, serving as a Trader and Portfolio Analyst. Prior to Evergreen, he held various positions at Deutsche Asset Management. He received a BS in Accounting from Villanova University and a MBA with a concentration in Finance from Widener University. Mr. McLaughlin also holds the Chartered Financial Analyst designation.

Peter J. Moran, Partner, Executive Vice President, Global Distribution

Mr. Moran joined Penn Capital in 2016 and is responsible for oversight of the firm’s marketing and client service functions as well as the firm’s intermediary and institutional distribution channels. He also serves as Chairman of the Product Management Committee, charged with overseeing the firm’s product development as well as serving on the firm’s Executive Committee, which drives overall strategy and management of the firm.

Mr. Moran brings over 25 years of financial services experience covering asset management, brokerage, banking and insurance for both foreign and domestic firms. He has worked for Pacific Financial, the holding company of PIMCO, Pacific Life, Montgomery Asset Management, J.P. Morgan Investment Management and Turner Investment Partners. Mr. Moran was President of Constellation Funds Group and founding partner of BHR Fund Advisors, which was acquired by Dundee Wealth of Toronto, Canada. In 2014 he began consulting for various asset management companies with a focus on institutional, foreign and alternative firms.

Mr. Moran is a graduate of the University of Richmond with a degree in Economics.

Richard Simons, CFA, Partner, Senior Research Analyst

Mr. Simons began his career with Penn Capital in 2013 and in his research capacity focuses on the Healthcare sector. Prior to joining Penn Capital, Mr. Simons served as a portfolio manager for Turner Investments Partners and as an analyst at Tryphon Capital Advisers focusing on the Healthcare sector in both positions. He received a BS in Biophysics from The State University of New York at Geneseo and a Masters of Biotechnology from the University of Pennsylvania.

Penn Capital’s Founder and Chief Investment Officer, Richard A. Hocker, says, “Lisa, Robert, Peter and Richard have earned this partnership through their contributions to Penn Capital’s growth and sustainability. For that we are honored to recognize them.”

Since Penn Capital was founded in 1987, ownership in the firm has been consistently distributed to Penn Capital employees. With these newest additions, Penn Capital now has 21 partners.

Penn Capital, founded in 1987, is an independent investment management firm located in Philadelphia, PA. Penn Capital maintains a fully integrated credit and equity research process and emphasizes Complete Capital Structure Analysis® when analyzing investment opportunities. Penn Capital has approximately $5.5 billion in assets under advisement (as of December 31, 2016) and specializes in high yield fixed income and micro-to-mid capitalization equity portfolios for institutions and individuals.

All inquiries can be sent to Melissa Currie, Director of Marketing and Digital Solutions, at [email protected] or (215) 302-1539.

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