FIRM Advisors, LLC -- A minority owned and operated company of Practitioner Subject Matter Experts from the Industry

Our Senior Team

Our senior team members are highly experienced subject matter expert with executive level experience and superior understanding of global capital markets, including their key drivers and systemic risks. Collectively, we have hands-on and supervision experience in managing Investment portfolios, Treasury & Liquidity, Asset-Liability risk, Counterparty-risk, and Securitization functions through a variety of financial market cycles.  As a company, we have unparalleled knowledge of Eco-systems related to Fixed Income, Mortgages, CMOs, Debt structures, CDOs, Syndicated Loans, CLOs' Liquidity products, Interest-rate-derivatives, Credit derivatives, Preferred equity and other capital instruments.
Our senior team has developed and executed strategic and financial plans for several corporations; we have built innovative products, processes, and technology capabilities.  Our senior team have governance experience of identifying and managing enterprise critical risks.  We have designed, innovated, and transformed many business lines and re-engineered operations to improve organizational efficiency and scalability.
     Mohit Sudhakar
Managing Partner, Mortgage & Capital Markets Risk-Management, Strategy and Transformation

Mohit Sudhakar has an accomplished 20-year career highlighted by his deep expertise in capital markets and risk-management. At Freddie Mac, he was Senior Director of their Treasury, CMO Investments, and Asset-Liability departments, over time.  In those roles, he supervised capital markets activities of issuing and repurchasing several varieties of structured debt, and employing derivatives for hedging.  He also led and executed initiatives for alternative asset-liability strategies and funding plans. In addition, he developed several new funding and hedging products that significantly improved Freddie Mac’s costs and volumes. He has also been a speaker at many Treasury and Asset-Liability conferences.

 

Mr. Sudhakar's knowledge of and experience in capital markets, trading fixed-income products, market-risk management, trade operations and administration, and compliance & supervision distinguish him.  He has a visible track record of solving strategic and operational business problems of liquidity, financing, and risk-management that are created by regulations, market factors, or competitive forces.  He is skilled at building consensus among myriad, cross-functional stakeholders on critical issues, and his superior management skills and solid work ethic ensure consistently superior results. 

 

Mohit earned an M.B.A. in International Finance from the American University, an M.A. in Economics from the Delhi School of Economics, and a B.A. in Economics from Delhi University.

 

Brayton Li
Partner, Quantitative Modeling, Investments, and Financial Risk Management 

 

Brayton Li is a seasoned investment and market risk management professional with over 20 years of experience in asset management, mortgage and fixed income management, and derivatives and risk management.  Brayton has significant experience GSEs and major global insurance and retirement institutions, leading and implementing strategic changes in the areas of asset allocation, derivatives and market risk management and governance, development and implementation of investment policy and procedures, and system infrastructure development for controlled operations.  His fields of expertise include strategic and tactical asset allocation, liabilitydriven investing (LDI), mortgage and fixed income analytics, asset-liability management (ALM) and hedging, derivatives management, stress testing and scenario analysis, counterparty risk management and collateral optimization / management, and economic and operational implications on derivatives use by insurers under Dodd-Frank regulatory requirements.

 

He has worked at ING/Voya Financial as VP and Head of Asset Allocation and Strategy, at Principal Financial Group as Senior Managing Director, Global Derivatives, and earlier at Farmer Mac, Freddie Mac and Bank of America.  Brayton earned his M.B.A. in Finance from the University of California at Riverside, and his B.A. in Finance and Operations Research with minors in Economics and Computer Science from California State University, Stanislaus.

Brian Brandenburg, CFA
Partner, Fixed Income Portfolio Management, Secondary Marketing, and Training

 

Brian Brandenburg’s specialties include MBS trading and valuation, fixed income portfolio management, and origination through secondary marketing.  Before joining FIRM Advisors, Mr. Brandenburg was a Principal of Stone Pine Group, a venture capital/private equity investor.  Prior to joining Stone Pine in 2005, he worked at Freddie Mac for 18 years, most recently serving as the Vice President of Mortgage Strategy and Analytics. Mr. Brandenburg spent the majority of his career managing fixed-income investment portfolios and associated hedges in a leveraged portfolio at Freddie Mac.  He built a multi-billion dollar mortgage conduit and its hedging function in addition to building and managing Freddie Mac's internal mortgage investment portfolio.  Mr. Brandenburg also successfully developed a weekly client-directed research publication as the head of a major broker/dealer's research department. He is also the owner of Power Over Addictions, LLC since July 2013, and coordinator at S&I since April 2012.

 

Brian has the CFA designation; he earned his M.B.A. from Brigham Young University with emphasis in Finance and Investments, and his B.A. (Cum Laude) in International Relations with a minor in Korean also from Brigham Young University.

Usha Chaudhary, CPA, CGMA
Advisor to FIRM's Executive Team
Partner (formerly), Business, Finance, Risk, Operations Transformation and Governance
Usha Chaudhary has transformed several organizations by establishing best-in-class operations focused on business growth, fiscal discipline, and operational excellence. She has senior executive and hands-on experience in strategy, finance, operations, risk management, M&A, technology-solutions, and innovation in both public and privately-held companies including financial services, media, global non-profit, and multifamily real estate investment, development and management. She has improved efficiency and scalability of several organizations and significantly increased their shareholder value.

Ms. Chaudhary most recently served as President and Chief Operating Officer of Kettler, a leading multifamily real estate developer and manager in USA, overseeing all aspects of the organization. Previously, she was SVP, CFO and Treasurer of The Pew Charitable Trusts, CFO of The Washington Post, and EVP and CFO of United Way of America.  Earlier, she held key executive positions at Freddie Mac for finance, strategy, risk management, and corporate operations for its Investments and Capital Markets, Multifamily, Single-Family, and Risk-Management Divisions.

Ms. Chaudhary is a strong advocate for education and is a supporter youth betterment.  She has served on many non-profit and trade association boards over the past 15 years and on a private corporate board last 6 years, as Treasurer, Chair, and member of many committees.  

 

Ms. Chaudhary has received various awards and honors over the past decade, including as finalist in the March of Dimes ‘Heroines of Washington” in 2018; named as Washingtonian’s “Most Powerful Women in Washington” in 2017; Bisnow’s “Women of Influence in Commercial Real Estate” in 2017; Washington Business Journal’s “Women Who Mean Business” Honoree in 2016; The Women’s Center’s “Leadership Award” nominee in 2016; and named Washington’s “Non-Profit CFO of the Year Award for Innovation” in 2007.

 

Ms. Chaudhary is a graduate of Harvard University Graduate School of Design, and Stanford University Graduate School of Business. She's earned a World Executive MBA from The George Washington University and a BA in English Literature from St. Stephen’s College in New Delhi, India.

Sanjay Vatsa
Advisor to FIRM's Executive Team for Strategy, Operations, Digital Transformation

 

Mr. Vatsa is an accomplished 25+ years C level career with deep expertise in digital, transformation, building, transforming & running global operations and business models in top tier banks, asset management & servicing service providers, software services as well as consulting firms.

Mr. Vatsa's career has spanned firms such as Blackrock, Citibank, Merrill Lynch, CAPCO & State Street where as a senior executive he worked in various capacity in running & building sustainable capabilities globally and transforming  them to be “better faster and cheaper”.  He has worked on various regulatory, risk & control initiatives globally and has interacted with regulatory agencies globally.  He has been an advisor to various “start up” companies and is active in building sustainable & effective social responsibility programs. 

Nazir Dossani
Executive Consultant, Quantitative Modeling, Portfolio & Risk Management, Governance

Dr. Dossani worked for over twenty years with Government Sponsored Enterprises (Fannie and Freddie), starting as Director for Pricing and Portfolio Analysis at Fannie Mae and, before retiring was Senior Vice President of Investments and Capital Markets at Freddie Mac where he was responsible for managing interest rate risk and allocating capital for an over $600 billion mortgage portfolio. Prior to that he was a consultant in the field of applied economics and finance. He has conducted numerous public policy analyses in the fields of energy, environment, transportation and public investment.

Dr. Dossani has a BA (Economics Honors) from the University of Calcutta, an MBA (Finance) from the Wharton School and a Ph. D. (Regional Science) from the University of Pennsylvania. He is currently an Adjunct Professor at the Carey Business School at Johns Hopkins University where he teaches courses in Investments, Portfolio Management and Fixed Income Markets.

Usha Chaudhary, CPA, CGMA

Usha Chaudhary has transformed several organizations by establishing best-in-class operations focused on business growth, fiscal discipline, and operational excellence. She has senior executive and hands-on experience in strategy, finance, operations, risk management, M&A, technology-solutions, and innovation in both public and privately-held companies including financial services, media, global non-profit, and multifamily real estate investment, development and management. She has improved efficiency and scalability of several organizations and significantly increased their shareholder value.

Ms. Chaudhary most recently served as President and Chief Operating Officer of Kettler, a leading multifamily real estate developer and manager in USA, overseeing all aspects of the organization. Previously, she was SVP, CFO and Treasurer of The Pew Charitable Trusts, CFO of The Washington Post, and EVP and CFO of United Way of America.  Earlier, she held key executive positions at Freddie Mac for finance, strategy, risk management, and corporate operations for its Investments and Capital Markets, Multifamily, Single-Family, and Risk-Management Divisions.

Ms. Chaudhary is a strong advocate for education and is a supporter youth betterment.  She has served on many non-profit and trade association boards over the past 15 years and on a private corporate board last 6 years, as Treasurer, Chair, and member of many committees.  

Ms. Chaudhary has received various awards and honors over the past decade, including as finalist in the March of Dimes ‘Heroines of Washington” in 2018; named as Washingtonian’s “Most Powerful Women in Washington” in 2017; Bisnow’s “Women of Influence in Commercial Real Estate” in 2017; Washington Business Journal’s “Women Who Mean Business” Honoree in 2016; The Women’s Center’s “Leadership Award” nominee in 2016; and named Washington’s “Non-Profit CFO of the Year Award for Innovation” in 2007.

Ms. Chaudhary is a graduate of Harvard University Graduate School of Design, and Stanford University Graduate School of Business. She's earned a World Executive MBA from The George Washington University and a BA in English Literature from St. Stephen’s College in New Delhi, India.

Brian Brandenburg, CFA

Mr. Brandenburg’s specialties include MBS trading and valuation, fixed income portfolio management, and origination through secondary marketing.  Before joining FIRM Advisors, Mr. Brandenburg was a Principal of Stone Pine Group, a venture capital/private equity investor.  Prior to joining Stone Pine in 2005, he worked at Freddie Mac for 18 years, most recently serving as the Vice President of Mortgage Strategy and Analytics. Mr. Brandenburg spent the majority of his career managing fixed-income investment portfolios and associated hedges in a leveraged portfolio at Freddie Mac.  He built a multi-billion dollar mortgage conduit and its hedging function in addition to building and managing Freddie Mac's internal mortgage investment portfolio.  Mr. Brandenburg also successfully developed a weekly client-directed research publication as the head of a major broker/dealer's research department. He is also the owner of Power Over Addictions, LLC since July 2013, and coordinator at S&I since April 2012.

Brian has the CFA designation; he earned his M.B.A. from Brigham Young University with emphasis in Finance and Investments, and his B.A. (Cum Laude) in International Relations with a minor in Korean also from Brigham Young University.

Mohit Sudhakar

Mohit Sudhakar has an accomplished 20-year career highlighted by his deep expertise in capital markets and risk-management.  At Freddie Mac, he was Senior Director of their Treasury, CMO Investments, and Asset-Liability departments, over time.  In those roles, he supervised capital markets activities of issuing and repurchasing several varieties of structured debt, and employing derivatives for hedging.  He also led and executed initiatives for alternative asset-liability strategies and funding plans. In addition, he developed several new funding and hedging products that significantly improved Freddie Mac’s costs and volumes. He has also been a speaker at many Treasury and Asset-Liability conferences.

Mr. Sudhakar's knowledge of and experience in capital markets, trading fixed-income products, market-risk management, trade operations and administration, and compliance & supervision distinguish him.  He has a visible track record of solving strategic and operational business problems of liquidity, financing, and risk-management that are created by regulations, market factors, or competitive forces.  He is skilled at building consensus among myriad, cross-functional stakeholders on critical issues, and his superior management skills and solid work ethic ensure consistently superior results. 

Mohit earned an M.B.A. in International Finance from the American University, an M.A. in Economics from the Delhi School of Economics, and a B.A. in Economics from Delhi University.

Brayton Li

Brayton Li is a deeply experienced investment and market risk management professional with keen strategic vision and excellent managerial and personal skills. He has an extensive background of over 20 years in insurance (life insurance and retirement products), asset management, and mortgage and fixed income management.  He has worked at Voya Financial as VP and Head of Asset Allocation and Strategy, at Principal Financial Group as Senior Managing Director, Global Derivatives, and earlier at Farmer Mac, Freddie Mac and Bank of America.

Mr. Li has significant experience in leading and implementing strategic changes at major corporations, specifically in areas of institutional investing, market risk management and governance, and system infrastructure development for controlled operations.  His fields of expertise include strategic and tactical asset allocation, mortgage and fixed income analytics, asset-liability management and hedging, derivatives management of underlying asset classes including interest rate, credit, equity and FX, stress testing and scenario analysis, counterparty risk management and collateral optimization / management, and economic and operational implications on derivative use by insurers under the Dodd-Frank regulatory requirements.

Brayton earned his M.B.A. in Finance from the University of California at Riverside, and his B.A. in Finance and Operations Research with minors in Economics and Computer Science from California State University, Stanislaus.