MountainView Capital Holdings offers a suite of services to institutional participants in the residential mortgage and fixed income markets. We address their needs through six wholly owned subsidiaries.
MountainView Capital Group
- Advises sellers and buyers of residential whole loans
- Sources loans for the MountainView Mortgage Opportunities Funds
- Provides contract finance and due diligence for whole loan transactions
MountainView Management Company
- Manages the MountainView Mortgage Opportunities Funds
- Provides investment opportunities in residential whole loans
MountainView IPS
- Provides analytics for the valuation of fixed income securities and residential whole loans
- Can also provide cash flow projections and stress/scenario testing
MountainView Servicing Group
- Provides analytics for the valuation of residential mortgage servicing rights (MSRs)
- Assists with the accounting activities associated with the MSR asset
- Advises residential MSR sellers and buyers
MountainView Risk Advisors
- Provides solutions for managing the risks associated with residential MSRs
- Allows holders of the asset to hire risk management experts at a fraction of the cost of having in-house staff
MountainView Securities
- Provides trading lines to help mortgage bankers hedge origination pipelines
- Trades fixed income securities
MountainView is led by a senior management team comprised of three seasoned individuals.
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Michael Morgan |
Michael Morgan is responsible for the oversight and strategic direction of MountainView Capital Holdings and its subsidiaries. Before joining MountainView, Mr. Morgan was an investment banker with Jefferies and Company from 1998 to 2007 and acted as a financial advisor to MountainView’s predecessor. Mike began his career as an attorney, specializing in secondary mortgage market transactions, and practiced law from 1985 to 1998. He earned a Bachelor of Accountancy degree from the University of Mississippi, a JD degree from the University of Mississippi School of Law, and a Master of Laws in Taxation degree from the University of Florida School of Law. He also holds Series 7, 24 and 63 securities licenses. |
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Robert Watts, CFA CFO and FINOP |
Robert Watts is responsible for the accounting, treasury and fund management functions at MountainView Capital Holdings and its subsidiaries. Mr. Watts’ activities include GAAP financial statement presentation, specialized fund reporting, cash management, ensuring compliance with various limited liability company operating agreements, and building procedures and internal controls regarding the accounting and treasury functions. Before joining MountainView in February 2010, Robert held CFO, Director of Funds Management and Investment Banker positions at GMAC Commercial Capital, a broker/dealer specializing in the finance of residential, commercial and municipal real estate transactions. Prior to his positions at GMAC, he was the CFO of WestAmerica Mortgage Company, a regional single-family mortgage bank. Robert is a CPA, and he earned a Bachelor of Arts in Finance, with an Economics emphasis, and a Master of Science degree in Accounting from Colorado State University. He holds Series 7 and 27 securities licenses. |
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Susan Bow EVP, General Counsel |
Susan Bow is responsible for the management of all legal and compliance activities for MountainView Capital Holdings and its subsidiaries. Ms. Bow also oversees the contract finance team that provides loan underwriting and transaction documentation services to the company’s MSR and whole loan sales advisory and asset management businesses. Before joining MountainView in 2009, Susan served as Senior Managing Director, General Counsel (corporate and securities) at Countrywide Financial Corporation and previously was in private legal practice. She earned an AB degree in English from Albion College and a JD degree from Boston College Law School. She also holds Series 7 and 24 securities licenses. |