Ben Gordon, CFA | Founder and Managing Partner
Prior to founding his own firm in 2018, Ben spent almost a decade as a Portfolio Manager with GMT Capital Corp. Ben joined GMT in 2005 as an analyst and was promoted to Portfolio Manager in 2008. He was responsible for the largest portfolio at GMT outside of GMT’s founder. Ben managed over $2 billion in gross assets at peak while at GMT and as a a generalist, he invested globally across a wide variety of sectors and geographies, with a higher weighting towards TMT businesses based on GMT investment strategy and focus. Ben also helped open GMT’s London office and managed the UK-based investment team. He began his career with Raymond James as a research associate covering telecom services.
Ben also worked at the Joint Economic Committee of Congress, an economic think tank and is the author of “Extraordinary Returns”, an unpublished book on investing. Ben graduated Magna Cum Laude from Ohio University and is a CFA charterholder.
Dan Levinson | COO/CFO/CCO
Over the past 30 years, Mr. Levinson has held senior level finance and operations positions at various financial institutions with extensive experience in accounting, portfolio management systems implementation, regulatory procedures, compliance, tax planning, and business development. Most recently, Mr. Levinson was Partner, Chief Operating Officer and Chief Financial Officer of Cat Rock Capital Management LP, a Global long/short equity hedge. Mr. Levinson was previously the Chief Operating Officer and Chief Financial Officer of Atalaya Capital Management LP, currently a $3+ billion distress credit fund, where from the firm’s inception until his departure 9 years later, he built and managed the non-investment side of the business. Prior to Atalaya, Mr. Levinson was the Chief Financial Officer at Morgens, Waterfall, Vintiadis & Co., a hedge fund and private equity manager specializing in leveraged loans, special situations and distressed debt. Prior to that, he has also served as a Vice President at Sentinel Real Estate (formerly Smith Barney real estate group).
Mr. Levinson began his career at KPMG Peat Marwick, earned his CPA license (not active), and has previously held Series 7, 24 and 63 securities licenses. Mr Levinson served on Board of Directors for Banyan Strategic Realty Partners, (NASD: BSRTS). He has also spoken at numerous industry conferences including GAIM Cayman, IMN Alpha East, IMN Global Summit, and Institutional Investor Investment Conferences. Mr. Levinson graduated from Lehigh University with a BS degree with concentration in Accounting and Economics.
Jeff Wilson, CFA | Analyst
Jeff Wilson brings over 15 years of investment experience to Blue Grotto Capital and will be joining the firm in March 2021. Jeff started in the industry in 2005 as an analyst for Montag & Caldwell, where he was later promoted to Vice President/Principal & named a Portfolio Manager for the firm's mid-cap strategy. In 2016, Jeff joined GMT Capital working as an analyst with Ben Gordon. In 2018, Jeff was named a Portfolio Manager and also began serving as a member of the firm's Investment Committee.
Jeff attended Wake Forest University where graduated cum laude with a Bachelor of Science in Finance and Masters of Science in Accountancy. While at Wake Forest, Jeff was a member of Beta Gamma Sigma and awarded a research scholarship. Jeff is a CFA charterholder.
James Egan, CFA | Analyst
Jimmy Egan has over 10 years relevant investment analysis experience and prior to joining Blue Grotto Capital, he was an Assistant Vice President and Equity Research Analyst at Montag & Caldwell, an investment firm focused on US equities. Jim was also an Associate with PricewaterhouseCoopers in the transaction services valuation practice and before that was an Equity Research Analyst at New Constructs, a boutique sell side research firm.
Jimmy earned an MBA in Finance from Emory University, Goizueta Business School, and was a Co-winner of the Goizueta Stock Pitch Competition. He graduated cum laude at University of Georgia with an AB degree in Economics and is a CFA charterholder.