About Us
Mr. Perkins is responsible for creating and implementing the strategic vision of the firm. As Chairman, Mr. Perkins will offer executive input across many of the firm's business functions, with emphasis on communication with the funds' independent boards of directors/trustees and joint venture and sub-advisory partners. In addition to his executive responsibilities, Mr. Perkins serves as a member on the investment committees for several Hatteras funds. Prior to founding Hatteras, Mr. Perkins was a co-founder and Managing Partner of CapFinancial Partners, LLC, where his primary responsibilities included oversight and direction of the investment consulting process including strategic and tactical asset allocation and investment manager search and selection with a particular emphasis on alternative investment strategies. Mr. Perkins has more than two decades of experience in investment management consulting and institutional and private client relations and offers proven experience building, operating, and leading client-focused businesses. Mr. Perkins received his Bachelor of Arts degree from the University of North Carolina at Charlotte and has also earned his designation as a Chartered Alternatives Investment Analyst (CAIA).
Mr. Jacobs leads the senior executive management team, ensuring that growth and resources align with the firm's strategic initiatives. As Chief Executive Officer, Mr. Jacobs will be involved in management, leadership, and decision making across the firm's core business units of investment management, distribution, as well as operations & client service. Prior to joining Hatteras, Mr. Jacobs was Chief Distribution Officer at Baron Capital, where he was responsible for marketing, sales, relationship management, and all channels of distribution. Prior to that, Mr. Jacobs served as Managing Director for Allianz Global Investors where he led distribution of PIMCO and Allianz mutual funds, as well as managed accounts and closed-end funds to the financial advisor community. Additionally, Mr. Jacobs spent ten years with Eaton Vance as Director of Sales. Mr. Jacobs started his career as a financial advisor in New York City and has more than twenty-five years of investment industry experience. He received his Bachelor of Arts degree in Economics from Montclair State University and holds the Certified Investment Management AnalystSM (CIMA®) designation, administered by the Investment Management Consultants AssociationSM and taught in conjunction with the Wharton School, University of Pennsylvania.
Mr. Worthington is responsible for day-to-day management and oversight of Portfolio Management and Risk Management, including investment products, personnel, and joint venture partner relationships. Through his investment management experience, his strong relationships in the investment advisor community, and his understanding of alternative investment structuring, Mr. Worthington will also drive new product development and management. Additionally, Mr. Worthington serves as a member on the investment committee for several Hatteras funds. Prior to joining Hatteras, Mr. Worthington was a Managing Director at JPMorgan Asset Management in the Firm's Institutional Advisory business. Mr. Worthington joined JPMorgan Asset Management in 2004 after its purchase of Undiscovered Managers, LLC, where he had been President from 2001 and a Managing Director for the three years prior. From 1993-1998, Mr. Worthington was a Principal and Senior Vice President of the Burridge Group, LLC. From 1983 -1993, Mr. Worthington held various corporate finance positions with Mellon Bank, Nikko Securities, Bankers Trust and Westpac Banking. He received his Master's of Business Administration with a concentration in finance from the University of Pittsburgh and his Bachelor of Arts degree in economics and political science from the University of Wisconsin. Mr. Worthington has also earned his designation as a Chartered Financial Analyst (CFA).
Mr. Fields manages a team directly responsible for client service, fund accounting, compliance and integration as well as SEC and Board level communications. Mr. Fields is the liaison between Hatteras and all service providers related to the operations of the Hatteras Funds complex. Prior to joining Hatteras, Mr. Fields was employed by an institutional consulting firm, where his primary responsibilities included the implementation of the investment consulting process to high net worth clients, including strategic and tactical asset allocation and investment manager due diligence with a particular emphasis on alternative investment strategies. Previously, Mr. Fields was employed by Morgan Stanley in Atlanta, GA. Mr. Fields received his Bachelor of Science degree from the University of Florida and his Master's of Business Administration from the University of Central Florida. Mr. Fields has also earned his designation as a Chartered Alternatives Investment Analyst (CAIA).
Mr. Baker is responsible for all financial and accounting functions of the Hatteras operating entities. In addition, Mr. Baker serves as the Treasurer for the Hatteras registered fund of funds products, where he oversees and supports the relationships between Hatteras and its administrator, auditor, and tax service provider. Prior to joining Hatteras, Mr. Baker was the Controller and Vice President of Fund Administration and Portfolio Accounting at Smith Breeden Associates, in Chapel Hill, NC. Prior to joining Smith Breeden, Mr. Baker worked in public accounting for BDO Seidman in Greensboro, NC. Mr. Baker received a Bachelor of Science degree in Business Administration and a Master's of Accounting from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. Mr. Baker has also earned his designation as a Chartered Financial Analyst (CFA) and is a licensed Certified Public Accountant (CPA) within the State of North Carolina.