Unrivaled
Experience

Matthew Fazio joined Kensington Capital Advisors in 2018 with over 17 years of experience in the derivative industry.  In addition to advising both municipal and corporate clients during his career, Matt also has experience on a swap dealer’s trading desk for interest rate swaps and options. Matt began his career in 2001 at Citigroup providing interest rate hedging solutions to not-for-profit healthcare clients and municipal entities.  He broadened his derivative experience by joining Wachovia Bank’s interest rate options trading desk in 2005 where his responsibilities included risk analytics, trade reconciliation, and profit and loss attribution.  To move back into the client advisory side of the business, Matt joined SunTrust in 2007.  At SunTrust, Matt provided hedging solutions to medium to large sized companies across a broad range of industries covered out of SunTrust’s national corporate banking offices.  He was also the sole interest rate derivatives coverage partner for the Real Estate Investment Banking and Institutional Real Estate groups. Matthew earned a BS in Business Administration with a concentration in Finance from the University at Albany, State University of New York.  He has received both his series 7 and 63 licenses and previously held the series 52 license for Municipal Securities.

Karen Jahnke joined Kensington Capital Advisors in 2007 as a firm member. Mrs. Jahnke focuses on internal policy and regulatory compliance.

Prior to joining the firm, Mrs. Jahnke was a Managing Director on the trading floor of a major derivative provider. With over thirteen years of experience in the derivative products industry, she directed a team of professionals who were responsible for developing and implementing interest rate risk management strategies on behalf of their clients which included large-cap corporations, real estate professionals, sports franchises, private banking individuals and small and mid-sized companies.

In addition to her management responsibilities, Mrs. Jahnke has personally structured and executed thousands of derivative transactions. She worked extensively with many clients in the implementation of hedge accounting standards. Mrs. Jahnke spent the early part of her thirty-three year banking career in audit, loan workout and accounting.

Mrs. Jahnke graduated from Oklahoma State University with B.A. degrees in both Finance and Management.

Jim Moore founded Kensington Capital Advisors in 2004 to provide strategic advice and counsel to end users of derivative financial products. With over 28 years of experience in the derivative and capital markets, Mr. Moore brings a depth of experience to each transaction that has made Kensington Capital Advisors a creative force and leader in the industry.  In addition to advising clients in tailored hedging activities, Mr. Moore led the development of several proprietary hedging programs utilized extensively by market participants. Mr. Moore oversees the firm’s regulatory compliance processes and serves as Kensington’s Chief Compliance Officer.  In that role, he is responsible for developing policy designed to comply with regulations directed at Kensington’s advisory activities, monitoring compliance with policies and interacting with regulatory agencies. Mr. Moore also manages the quantitative systems used to support Kensington’s advisory practice.   His responsibilities include, managing data feeds, calibration and transaction modeling within the firms various pricing systems to ensure the accuracy and consistency of system output.  He also is responsible for development of technology which is used to support Kensington’s clients’ needs in transaction valuation and accounting. Prior to his role as an independent advisor, Mr. Moore was a Managing Director in Bank of America’s Global Derivative Products Group, where he led the bank’s efforts structuring derivative products used by developers of both conventional and affordable multi-family real estate. He is an expert at pricing and structuring hedging instruments, with extensive experience integrating these tools into both taxable and tax-exempt financings. He was also responsible for the development of several proprietary products and managed teams of professionals covering various client segments. Mr. Moore holds both B.B.A.– Finance and M.B.A.– Finance degrees from Loyola College in Maryland. He was also a co-author of “Risk Management for Middle Market Companies,” published in the Journal of Applied Corporate Finance (vol 12 num 4 Winter 2000).