Jerry Hartzog 
Principal
Charleston Financial Analytics LLC
- Member since 2010
Former: CFO of the Federal Home Loan Bank of San Francisco, VP at JPMorgan, and current Principal at a consulting firm providing expertise to financial institutions in financial management strategies including mortgage portfolio risk management, interest rate and mortgage derivatives, hedging, security valuation, expert witness testimony, and financial models & systems.
Experience
Principal : Charleston Financial Analytics LLC - [1999-03 to Current]
Consultant to financial institutions related to derivatives, mortgage securities, risk management, and supporting technology platforms. Extensive expert witness experience representing large banking institutions. Designed a proprietary methodology for structuring a 19-instrument derivative basket to hedge mortgage portfolios. Executed over $50 billion in trades.
Vice President : JPMorgan - [1997-02 to 1999-05]
Structuring and trading interest rate and mortgage derivatives.
Managing Director : UBS-PaineWebber - [1993-08 to 1997-02]
Structuring and trading interest rate and mortgage structured notes
Chief Financial Offcer : Federal Home Loan Bank of San Francisco - [1987-06 to 1993-06]
Responsible for financial strategy, asset liability management, investments, hedging, loan pricing, research, and financial reporting.
Education
PhD, Finance and Economics : The University of Alabama
