Newbold Advisors, LLC Announces Senior Director​ of Capital Markets

Clearwater, FL – July 23, 2014 – Continuing its support of the financial services market, Newbold Advisors, LLC announces the promotion of Amy Creason, CMB, as Senior Director of Capital Markets, effective immediately.

“Newbold Advisors has proudly served our valued clients on capital markets subjects for years,” said Jason Bohrer, President.  “However, we have recently dedicated more resources to the capital markets practice to support all sizes of clients and industry partners with broad and deep technical expertise.  We are confident that Amy, with our other management staff, will deliver the capital markets and secondary marketing knowledge that our mortgage industry clients and partners require.”


Derived from years of practical experience, Newbold’s Capital Markets practice provides both business and technical expertise in mortgage capital markets to its clients.  Consequently, Newbold Advisors is able to offer cost-effective skills and resulting profitability typically unavailable to small-and medium-sized originators in the industry.  Newbold Advisors’ long-standing relationships with GSEs, investors, broker-dealers, mortgage insurers, technology vendors, and other mortgage market participants provide its clients with critical access to business partners.


Amy Creason, CMB, Senior Director, Capital Markets

In addition to serving as a senior management consultant with Newbold Advisors for the last two years, Amy has more than 20 years of capital markets experience as a mortgage industry professional with a broad, yet detailed, understanding of mortgage loan origination, operations, servicing, securitization, credit risk management, asset valuation, and financial and strategic planning.  Amy has spent her career collaborating with high-performance corporate teams, managing multi-billion dollar mortgage pipelines, and identifying and mitigating interest rate, product, credit, counterparty, operational and strategic risks.  She is an expert in multiple capital markets subjects, including the strategic development, execution and fulfillment of financial asset transactions.  .


Prior to joining Newbold, Amy served in several capital markets roles at SunTrust Mortgage, including head trader, trade desk manager, contract finance manager, and investor relations manager.  In these roles, Amy was responsible for interest rate risk management (including oversight of the corresponding risk management system), hedging, whole loan trading, negotiated sales to GSEs, contractual negotiations of whole loan sales and private-label securitizations, counterparty management and corresponding credit lines, and holistic oversight of relationships with non-agency investors, rating agencies and other outside parties.  Prior to SunTrust Mortgage, Amy was Assistant Vice President at Fleet Mortgage, Inc., where she was responsible for hedging and trading activities required in the daily management of mortgage pipelines, including the creation of mortgage rate quotes, analysis of risk exposure, trading, agency pooling instruction, mark-to-market valuations of the mortgage pipeline, pricing of the Assignment of Trade (AOT) program, and the renegotiation of lock commitments with customers.


Amy holds a BS from the College of Charleston and a MBA from the University of South Carolina.  She holds the distinguished CMB designation, and is a graduate of the MBAA’s Future Leaders Program.

(click here to download the full press release)