USDR Team Of Experts

Nathan Jones, Chief Investment Strategist & Chief Investment Officer

Mr. Jones is a principal, co-founder, and member of the USDR Investment Committee. He serves as the firm's Chief Investment Strategist and as Co-Portfolio Manager of all USDR funds. Mr. Jones' expertise in bankruptcy law commenced with Luce, Forward, Hamilton, and Scripps, where he specialized in their bankruptcy practice, representing debtors and creditors. He later co-founded a boutique bankruptcy practice, O'Halloran & Jones. Based upon his experienced knowledge of bankruptcy law and finance, he co-founded Debt Acquisition Company of America (DACA). He was involved in over 500 cases as a financial investor where the funds achieved superior returns. In 2008 Mr. Jones co-founded USDR Investment Management. He has a JD from the University of Michigan Law School and received an S.M. in Management with emphasis in finance from the Massachusetts Institute of Technology. He also has a B.S. in Mechanical Engineering from General Motors Institute. Mr. Jones is an active member of the state bar of California in good standing, and has been an active member of the American Bankruptcy Institute since 1981.

Wendy Mueller, Chief Financial Officer and Chief Compliance Officer

Ms. Mueller is a principal and co-founder of USDR Investment Management. She serves as the firm’s Chief Financial Officer, Chief Compliance Officer, and Investment Committee member. Ms. Mueller’s accounting experience commenced with Coopers & Lybrand, now PriceWaterhouseCoopers, in their Business Assurance practice (1993-1998) where she became an audit manager. Ms. Mueller then joined Acquisition Company of America to pursue M&A in water and wastewater companies. Ms. Mueller subsequently founded Mueller & Company in Incline Village in 2004, a local accountancy practice to provide taxation and attestation work for primarily high net worth individuals and their businesses. Ms. Mueller is a Certified Public Accountant in the State of Nevada and the State of Texas. She is a member of the American Institute of Certified Public Accountants, the Nevada Society of CPA’s, and the American Bankruptcy Institute. Ms. Mueller is an emeritus board member of Parasol Tahoe Community Foundation, where she previously held positions on the executive committee and audit committee. Ms. Mueller received her B.S. in Accounting and Business Administration, from Southern Illinois University at Carbondale in 1993.