Blue Elephant Capital Management
Case Matheis, CFA has a diverse work experience in the finance industry. Case started their career at Duke University as a student-athlete, competing in Men's Lacrosse from August 2012 to May 2016. In 2016, they joined Brownstone Investment Group as an Analyst and worked there until March 2019. Case then transitioned to Blue Elephant Capital Management, LLC, where they held the position of Associate from March 2019 to February 2021. Currently, they serve as a Director at the same company.
Case Matheis, CFA pursued a Bachelor of Arts degree in Sociology with a concentration in Markets & Management Studies from Duke University from 2012 to 2016. They later obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute in the year 2021. No specific month of obtaining the CFA certification was provided.
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Blue Elephant Capital Management
Blue Elephant Capital Management is an SEC-registered asset manager with a vertically integrated approach to private credit investing.