Harbor View Advisors

EXPERIENCE · DIFFERENT

  • John Mathis
  • Jim Philip
  • Carolyn Mathis
  • Douglas Melsheimer
  • Joseph Robie
  • Lori Adams
home firm team services careers news CONTACT

John Mathis

John is a Partner and Co-Founder of Harbor View Advisors and has over 22 years of experience as an investor, equity research analyst and management consultant.

John works with companies in the areas of Software-as-a-Service, Technology-Enabled Services and Business Services. In addition, he leads Harbor View’s Financial Technology industry practice, focusing on businesses that provide payment processing technology and outsourcing services, mortgage-related processing and services, and technology serving the financial services industry.

Prior to founding Harbor View, John was a Partner at Camelot Capital, a hedge fund with targeted investments in public and private software and services companies. John led the investment decisions involving 80 companies in ten industries including Business and Financial Services, Payment Processing, Telecom Services and Security.

Prior to joining Camelot, John was a Vice President in the Technology Research Group at Goldman, Sachs & Co. in New York.. John’s research spanned companies with a total market capitalization of $90 billion across five industries including payment processing, financial services, travel services, business process outsourcing, and business intelligence. Companies under coverage included Accenture, Amdocs, Automatic Data Processing, ChoicePoint, EDS, First Data Corp, Fiserv, Hewitt Associates, Sapient and Sabre.

Prior to joining Goldman, John worked as Principal for A.T. Kearney in Chicago where he managed global consulting engagements in the U.S., Australia, Brazil, Denmark, Sweden and the United Kingdom. John’s practice expertise included international supply chain, global sourcing, process reengineering and strategic planning. John was active in helping A.T. Kearney establish new offices in Australia and Brazil and facilitated the integration of a consulting firm acquisition in Denmark. A sample of his client engagements includes Visa, Sears, Rolls Royce and General Motors.

John received a Bachelor of Arts degree from DePauw University and a Masters of Business Administration (MBA) from The University of Chicago.  He is registered with FINRA and holds Series 7, 24, 63 and 79 licenses.

 
Harbor View Advisors, llc
Ponte Vedra, FL   ·   Cambridge, MA
A member of the financial industry regulatory authority www.finra.org
And the securities investor protection corporation www.sipc.org
©2012 Harbor View Advisors | terms | privacy | business continuity plan
* * *
DESIGN BY GREENHOUSE STUDIO