Rockelis Partners

Jesús Daniel Mattei, CFA is the Founder and Principal of Rockelis Partners, a consulting firm that specializes in financial services operations, business valuations, mergers & acquisitions, transaction services, expert witness, and litigation support. Since 2004, he has occupied diverse roles in asset management, public financing, and banking operations.

Before founding Rockelis Partners, Jesús Daniel was Director of Financing and Debt Restructuring for the Fiscal Agency and Financial Advisory Authority of Puerto Rico (AAFAF). Prior to AAFAF, he was Portfolio Manager at Santander Asset Management, where he joined as Senior Portfolio Analyst. Previously, he was Portfolio Analyst for UBS Asset Management, and started his career at Banco Popular as Trust Account Officer.

Jesús Daniel Mattei served as board member for entities that include Puerto Rico Public Building Authority, Puerto Rico Government Employee Retirement, Puerto Rico Teachers Retirement System, and Puerto Rico Judiciary Retirement System.

Mr. Mattei received a Master of Business Administration from the University of New Orleans and a bachelor’s degree on Business Administration in finance from the University of Puerto Rico. He is a CFA Charterholder, was approved as FINRA Dispute Resolution Arbitrator, and previously held FINRA Series 7 and Series 66 licenses.

Investment Management -Jesús Daniel was responsible of over 15 mutual funds and separate managed accounts with an aggregate of more than $3.5 billion in assets under management. He also oversaw a $150 million open-ended investment fund structure based in Luxembourg. Jesús Daniel has also been junior trader and portfolio analyst for a fund leverage program with over $4 billion in aggregate repo and commercial paper lines.

Complex Negotiations- Mr. Mattei brings over $25 billion in transactional experience, advising the Government of Puerto Rico on the largest ever municipal debt restructuring in US history. Mr. Mattei participated actively in a broad range of medullar matters of the Puerto Rico restructuring, including litigation and mediation strategy, negotiations with creditors, and communications with national credit rating agencies.

Organizational Turnaround –Jesús Daniel Mattei led the initial setup of the financing and debt restructuring operations and led a cross-functional team of employees and consultants during the operational transition following the unwind of the Puerto Rico Government Development Bank.