R2Metrics specializes in measuring how changes in interest rates will impact future cash-flows, asset yields and liability costs, market values, and total return expectations. Our firm specializes in modeling 100% of the items in a bond portfolio or on a company balance sheet, not just those items that are relatively easy and precise to model. We have the ability and know how to model financial items that have embedded options or other variables that can make accurate forecasting difficult.
All of our products are designed for ease of use and quick
turnaround times -- often measured in minutes vs. days or weeks for competing analytical reports
Mr. Matheson is the CEO of R2Metrics and designed or co-designed the majority of the analytical software. He also serves as Senior Vice President and portfolio manager for First United Security Bank (USBI); and manager of the Bank Services Group of Synovus Securities. Mr. Matheson has been involved in the interest rate risk management business since 1979, and his work experience includes managing interest rate risk in securities trading operations as well as investment portfolio and company wide (ALCO) capacities.
Mr. Matheson was formerly a managing director for Sterne, Agee and Leach, a Birmingham based investment bank, where he was manager of the bank group. He has authored numerous articles on interest rate risk management and been published by US Banker and Sheshunoff
Publishing. He has been in the money management business since 1979 and is often a speaker at industry events on interest rate risk
Mr. Southon is originally from Guéret, France. He is a graduate from the University of Alabama with a double major in Electrical Engineering and Mathematics with a minor in Physics. He also completed his Masters in Science (Applied Mathematics) as well as his Masters in Business Administration with a concentration in Finance and Financial Risk before joining R2Metrics in 2009. Mr. Southon was an All-American swimmer and a Graduate Assistant with the University of Alabama, and is fluent in 3 different languages.
Mr. Torres, 46, is a graduate of the University of Houston where he received an M.S. in Accountancy and an MBA with a concentration in Finance. He also received a B.A. in Political Science from the University of St. Thomas in Houston. Mr. Torres has over 15 years of experience in internal audit, risk management, tax reporting, accounting, and investment sales, and has worked with several major corporations. With a specialty in data analytics, Mr. Torres most recently provided balance sheet and investment solutions to community banks and credit unions. Mr. Torres holds or has held the following licenses and certifications: Certified Public Accountant (Texas CPA-current), Certified Internal Auditor (CIA-inactive), Certified Anti-Money Laundering Specialist (CAMS-inactive) ACAMS, FINRA: Series 7, Series 24 (inactive), Series 53, Series 63, Series 65.
Kendrick Beall holds a bachelor’s degree from the University of Alabama Honors College after graduating in the Spring of 2014. His degree in Finance includes a concentration in Banking & Financial Services and a History Minor.