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We operate at the intersection of investment banking and consulting, partnering with inspiring companies, entrepreneurs and private equity firms to help manage their unique strategies for growth or exit.

Pulling from years of experience as investment bankers, entrepreneurs and management consultants, our forward thinking approach goes beyond transaction execution to participating in the growth and long-term success of our clients’ businesses.

John Mathis
Partner
Carolyn Mathis
Partner
Michelle McCullough
Finance Manager
Shannon Italia
Chief Business Development Officer
Shatara Troy
Vice President
Tyler Lamer
Vice President
Margaret Cobb
Associate
Zach Hall
Associate
Anne Zehil
Analyst
Nick Mignone
Analyst
Jim Philip
Executive Advisor
Lori Adams
Operations Manager

John Mathis

Partner
P. 904.834.4292 (direct)

John is a Partner and Co-Founder of Harbor View Advisors. He brings over 20 years of experience as an investment banker, investor, equity research analyst and management consultant.

John leads Harbor View’s Catalyst for Corporate Development practice where he helps clients fuel growth through acquired innovation.  

Prior to founding Harbor View, John was a Vice President in the Technology Research Group at Goldman, Sachs & Co. in New York.  As a publishing analyst, John’s research spanned companies with a total market capitalization of $100 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 and Sabre.

John’s experience also extends to the “buy-side” as 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 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 Master of Business Administration (MBA) from The University of Chicago.

Outside of Harbor View, John is an Ironman, part-time triathlete and a father of three.

Carolyn Mathis

Partner
P. 904.834.4289 (direct)

Carolyn is a Partner and Co-Founder of Harbor View Advisors. She brings over 20 years of experience in the investment banking industry.

Carolyn leads the firm's entrepreneurial services group where she helps companies prepare for market, evaluate strategic alternatives and navigate sell-side and capital raise processes. 

Her experience includes 12 years with Goldman, Sachs & Co., in the investment banking and equities divisions as well as five years with Donaldson, Lufkin and Jenrette.  Carolyn’s tenure on Wall Street includes all facets of capital markets transactions from mergers and acquisitions to initial public offerings and secondary offerings.

Carolyn received a Bachelor of Arts degree from Dickinson College and a Master of Business Administration (MBA) in Accounting and Finance from the University of Chicago.

Outside of Harbor View, Carolyn is a member of the Investment Committee of the UNF Foundation Board and a board member of the Florida Venture Forum. She enjoys attending sporting events as a mother of three and challenging her latest long-distance run.

Michelle McCullough

Finance Manager

Michelle is the Finance Manager for Harbor View Advisors.  In her role, she is responsible for the accounting and finance functions of the firm, including managing the accounting policies and procedures, preparing the company’s financial statements and regulatory filings, and providing strategic analysis to achieve the firm’s vision and strategies. 

Before joining the Harbor View team, Michelle has held various executive level finance roles including Vice President of Finance at One Call Care Management in Jacksonville, Florida.

Michelle received a Bachelor of Science Degree in Health Information Systems and Management from The Ohio State University in Columbus, Ohio.

Outside of Harbor View, Michelle loves running and is a past- President of the Florida Striders Track Club.  She also enjoys being involved with non-profit organizations within the community and spending time with her husband and children.

Shannon Italia

Chief Business Development Officer

Shannon is the Chief Business Development Officer at Harbor View Advisors. In her role, she is responsible for the business development efforts of the organization that encompass sales, marketing and brand strategy. Additionally, as a member of the senior leadership team, she plays a key role in building and leading the broader Harbor View team.

Prior to joining Harbor View, Shannon worked in senior level business development roles for several Fortune 500 companies. Most recently, Shannon was the Senior Director for External Relations at the Coggin College of Business at the University of North Florida, where as a member of the Dean’s executive team she was responsible for the Career Management Center as well as external relations, corporate engagement and marketing.

Shannon received a Bachelor of Business Administration from the Carl H. Lindner College of Business at the University of Cincinnati and a Master of Business Administration (MBA) from the University of North Florida.

Outside of Harbor View, Shannon is passionate about economic empowerment; she mentors many young professionals and serves as Chair of the Board of Rethreaded, a Jacksonville-based social enterprise. She is also an avid group fitness participant at the Brooks and Winston branches of the YMCA of Northeast Florida.

Shatara Troy

Vice President
(904) 285-4279

Shatara is a Vice President at Harbor View Advisors and helps to lead the firm’s consulting practice and manages sell-side and buy-side deal execution.  In her role, she conducts strategic assessments, institutes client roadmaps to drive optimal exit opportunities and ensures successful transaction outcomes for clients.

Prior to joining Harbor View, Shatara worked as a Registered Representative for Fidelity Investments and in the Audit Services practice at Deloitte & Touche. 

Shatara received a Bachelor of Business Administration, summa cum laude, and Master of Business Administration (MBA) from the University of North Florida.

Outside of Harbor View, Shatara is passionate about mentorship and serves on the UNF Women of Coggin committee.

Tyler Lamer

Vice President
904.285.4278

Tyler is a Vice President at Harbor View Advisors. In his role, he helps to lead and execute sell-side and buy-side deals and contributes to the firms' consulting practice.

Before joining Harbor View, Tyler worked for corporate M&A departments in a variety of industries including healthcare, oil & gas and aviation, successfully closing transactions in excess of $250M.

Tyler attended Florida State University where he graduated from the business school with degrees in Finance and Real Estate.

Outside of Harbor View, Tyler is an avid golfer who enjoys listening to live music, attending sporting events, and spending time with his wife, family and friends.

Margaret Cobb

Associate
(904) 203-8004

Margaret is an Associate at Harbor View and works with clients on sell-side, buy-side and consulting engagements.  She brings a creative point of view, especially through the firm’s marketing and product development initiatives.

She began her career at Harbor View as a summer intern during college and joined the firm full time as an Analyst following graduation.

Margaret received a Bachelor of Arts degree in Journalism and Mass Communication with a concentration in Advertising from the University of North Carolina at Chapel Hill.

Outside of Harbor View, Margaret enjoys art, design and Pure Barre classes.

Zach Hall

Associate
904.203.4998

Zach Hall is an Associate at Harbor View and focuses on both buy-side and sell-side engagements as well as strategic consulting. Zach’s extensive credit background allows him to offer a unique perspective in ensuring successful client outcomes.

Zach began his career in investment banking at Deutsche Bank and worked in Leveraged Finance and Debt Capital Markets. He focused on debt origination for leveraged buyouts and corporate M&A transactions and helped execute over 25 deals.

Zach attended the University of Alabama where he graduated summa cum laude with a Bachelor of Science in Finance.

Outside of Harbor View, Zach enjoys golfing, playing Scrabble and adventures with his dog Rocky.

Anne Zehil

Analyst

Anne Zehil is an Analyst at Harbor View Advisors and focuses on sell-side and buy-side engagements, advisory consulting and capital raising assignments primarily in the Mortgage/FinTech and Pharmaceutical/Biotechnology sectors. She began her career at Harbor View as a member of the summer 2016 intern cohort and received a full time offer after successful completion of the program.

Anne attended the Warrington College of Business at the University of Florida where she graduated summa cum laude with a Bachelor of Science degree in Finance. 

Outside of Harbor View, Anne enjoys running, yoga and cooking. 

Nick Mignone

Analyst
904.285.4278

Nick Mignone is an Analyst at Harbor View Advisors and focuses on sell-side and buy-side engagements, advisory consulting and capital raising assignments primarily in the Human Capital Management sector. In addition to interning at Harbor View, Nick interned at GE Capital and was a member of Osprey Financial Group, a selective-entry program where students actively manage a diversified portfolio of equity and fixed income securities valued at over $1M.

Nick attended the Coggin College of Business at the University of North Florida where he graduated magna cum laude with a Bachelor of Business Administration degree in Finance. 

Outside of Harbor View, Nick enjoys traveling with friends and finding new places to eat.

Jim Philip

Executive Advisor
P. 904.834.4288 (direct)

Jim is a Partner at Vu Partners, a private equity and strategy consulting firm. Jim was one of the Founding Partners at Harbor View Advisors and brings over 20 years of investment banking, entrepreneurship and board-level experience as a strategic advisor to the firm.

Inspired by the entrepreneurial spirit, Jim offers strategic guidance to business owners as they build value and determine the next stage for their organizations. The combination of experience as an entrepreneur and investment banker informs his approach as he works with our clients and serves on the boards of several fast-growing technology companies including Peerfit, The Anti, Pacesetter Technology, RF Smart and Breezy HR.

Prior to founding Harbor View, Jim was President of Vurv Technology where he helped grow the company from a 30 employee, closely-held start-up to a dynamic, venture-backed company with more than 350 employees. During that time, Vurv became a global leader in the talent management market, providing software applications to streamline strategic human resources processes such as hiring and employee performance management. As President, Jim’s role included management of operations as well as sourcing of capital and M&A activity. During Jim’s tenure, the company raised $33 million of venture capital from top-tier venture firms and executed three successful acquisitions and one divestiture. Jim was also a member of Vurv’s Board of Directors from 2003 until its successful sale to Taleo Corporation (now part of Oracle) in 2008.

Prior to joining Vurv, Jim was a Partner in the Investment Banking Group at Thomas Weisel Partners (TWP) in San Francisco. Jim joined TWP as one of its first employees and participated in the establishment and growth of the Internet, Business Services and Media investment banking groups. As an investment banker at TWP, Jim executed more than $5 billion in transactions. Prior to joining TWP, Jim worked as a senior investment banker for Montgomery Securities in San Francisco. Jim also worked as an M&A specialist for Financo (formerly a division of Lehman Brothers) and Dean Witter Reynolds in New York.

Jim received a Bachelor of Arts from Vanderbilt University and a Master of Business Administration (MBA) from Stanford University Graduate School of Business.

Outside of Harbor View, Jim is an avid ultra-marathoner, triathlete, motivator and father of three.

Lori Adams

Operations Manager
(904) 285-4278

Lori is the Operations Manager for Harbor View Advisors.  She has 35 years of experience in the financial services industry and specializes in client service, operations and compliance.

At Harbor View, Lori is responsible for overseeing the day-to-day operations of the business and compliance with industry rules and regulations.  Her “can do” spirit creates positive energy among the team.

Before joining the Harbor View team in 2010, Lori was employed by Smith Barney and its various predecessors for 29 years, originally in her hometown of Watertown, New York and then in Ponte Vedra.

Lori holds an Associate Applied Science Degree from Jefferson Community College in Watertown, New York.

Outside of Harbor View, Lori enjoys golf, fashion, travel and involvement with the St. Johns County Chamber as well as other charitable organizations that promote goodwill within the community.

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