Portfolio Management

Our Portfolio Management team is highly specialized and provides hands-on and practical advice. Our experience is vast and diverse, ranging from program launch support to portfolio liquidations across different asset classes. For over 20 years, we have advised clients through different economic cycles and evolving regulatory environments. We advise clients at both a strategic and tactical level on a broad range of portfolio management matters such as underwriting, account management, and collections, and have expertise across product types and asset classes. Similar to other services of First Annapolis, our Portfolio Management team supports clients on M&A transactions in a variety of capacities, most notably in the area of due diligence.

Our Portfolio Management team is led by Dan Kreis, a seasoned industry executive with over 30 years of experience in roles with banks, specialized issuers, and service providers such as Fair Isaac. For more information, please contact:

Ask Us About

International Coverage

First Annapolis has experience helping clients succeed in dynamic and competitive international payments markets.

Learn More

Subscribe to

The Navigator Newsletter

Our free monthly publication
provides our perspective on
payments industry trends.
Subscribers also get access to the
full archive of prior issues.