Mr. Hakkak has served as co-portfolio manager and Investment Committee member of White Oak since 2007. Mr. Hakkak was previously the Founder and Chief Investment Officer of Alpine Global, Inc., a multi-strategy investment management firm which focused on alternative fixed income and real estate investments. Mr. Hakkak was also the Founder and Portfolio Manager at Suisse Global Investments, an investment management firm that developed investment strategies customized to meet the risk-adjusted return requirements of bank and insurance clients in over 30 countries. He previously served at Robertson Stephens & Co. as an Investment Banker and Principal in its Investment Company Act platform. Mr. Hakkak has been a co-founder and board member of several institutional platforms that facilitate the distribution of structured investment products, and has served as a limited partner, general partner or board member of various investment funds and companies. Mr. Hakkak received a B.S. in Finance and Marketing from the Haas School of Business at the University of California at Berkeley and has held Series 7, 63, and 24 designations from FINRA since 1991.
Ms. McKee has served as co-portfolio manager and Investment Committee member of White Oak since 2007. Previously Ms. McKee was a member of the team that founded KKR Financial LLC, where she served as Senior Vice President and concurrently as General Counsel of KKR Financial Corp. (NYSE: KFN), and played a key role in structuring and implementing debt investments. Prior to KFN, Ms. McKee served as Senior Counsel and a senior member of the Securities and Investment Group at Wells Fargo Bank, N.A., which structured and implemented the debt investment platform for the Bank’s proprietary capital and investment accounts. She was previously with Deutsche Bank AG in both New York and Frankfurt as Acting Deputy General Counsel for the finance and derivatives departments; Skadden, Arps, Slate, Meagher & Flom in New York and Tokyo as a structured finance and bankruptcy attorney; and Sidley Austin as a finance, bankruptcy and distressed asset attorney. Ms. McKee holds a J.D. from the University of Chicago, an M.A. in Comparative Literature from the University of California at Berkeley and a B.A. with a double major in Economics and Comparative Literature from Yale University. Ms. McKee is a member of both the California Bar and the New York State Bar.
Mr. Mozaffarian joined White Oak in May 2008, became Partner in 2010, joined the Investment Committee in 2014 and currently serves as President. His primary responsibility is to oversee the investment teams that are responsible for originating and structuring new transaction opportunities for White Oak’s private debt funds. Prior to becoming Co-President, he was Head of Originations from 2010 to 2017. Previously, Mr. Mozaffarian served at Goldman, Sachs & Co. in the leveraged finance group of the investment banking division, where he worked on a myriad of sponsor and management buyouts, in- and out-of-court corporate restructurings, and rescue financings within the leveraged loan and high-yield bond market; at Telephia, Inc. (a division of Nielsen), where he consulted and advised national wireless operators on their product suite and positioning within the competitive landscape; and at Microsoft Corporation where he held a new business development role looking at acquisition targets, joint venture partnerships and licensing agreements. He received an MBA from the Haas School of Business and both a B.S. in Industrial Engineering & Operations Research and a B.A. in Economics from the University of California at Berkeley. While at Berkeley, he rowed on the Men’s Heavyweight Crew team from 1995-1996. Mr. Mozaffarian is currently a member of the Association for Corporate Growth and the Turnaround Management Association, as well as Series 7 and 63 designations from FINRA.
Mr. Hackett is a Partner and Head of Underwriting for White Oak, with primary responsibility for structuring and underwriting new investments. He joined White Oak in January 2008, and has been a member of the Investment Committee since June 2011. Prior to joining White Oak, Mr. Hackett served as Portfolio Co-Manager at North Point Investors, a real estate investment company investing in public real estate securities; as an Associate at Alpine Global, Inc., where he researched and recommended buy/sell opportunities; and as a Director at Redler Group, Ltd., a Geneva-based family office offering financial advisory services, where he was part of the portfolio management team. Mr. Hackett received a B.S. in Finance from the Haas School of Business at the University of California at Berkeley.
Mr. Ruth serves as Chief Lending Officer of White Oak Global Advisors. He has 36 years of expertise and success in the areas of debt and equity investing, financial restructuring and risk management. In addition, he has served on the boards of both traded and privately held companies. Prior to joining White Oak, he was Chief Investment Officer for Abu Dhabi based Mubadala GE Capital PJSC (MGEC), a joint venture formed between GE Capital and the Abu Dhabi Government. MGEC’s portfolio reached $6 billion with substantial investments in the healthcare, power, commercial real estate and mid-market leverage finance sectors in the Middle East, Europe and North America. Mr. Ruth chaired the Investment, Enterprise Risk Management and Operational Risk Management Committees. Mr. Ruth held a number of senior positions with GE Capital in North America and Europe, including President, Grupo Financiero GE Capital Mexico, Chief Risk Officer and Head of Asset Management for GE Capital Fleet Services (then the world’s largest lessor of car and light truck fleets) and for GE Capital, Capital Solutions Europe; a company focused on asset based lending and leasing with a $23 billion portfolio across 14 European countries. Prior to joining GE Capital, Mr. Ruth served Bank of America and over the course of 10 years held senior positions in the North American Corporate Banking Division. Mr. Ruth holds an M.B.A. with concentrations in Finance and Accounting from Northwestern University’s J.L. Kellogg Graduate School of Management and a B.A. degree in Economics, magna cum laude, from Colorado College.
Ms. George is the Head of Asset Management and a member of the Investment Committee at White Oak Global Advisors. Ms. George has broad experience in both asset based, cash flow lending and restructuring non-performing loans for the past 30 years. Prior to joining White Oak, Ms. George was employed by the private credit firm, Garrison Investment for 12 years where she served as Head of Corporate Asset Management, and was a member of the Investment Committee. Prior to that, Ms. George was employed at The CIT Group, Inc. for over 20 years, where she held various leadership roles in Credit Restructuring, Underwriting, COO for CIT Business Credit and served as a member of the Investment Committee. Early in her career at CIT, Ms. George held functional roles in loan portfolio management and performing field examination/due diligence. She has served on the Board of Directors for 8 companies in Logistics, Manufacturing, and the Energy sectors. Ms. George graduated with a B.S. in
Accounting from Manhattan College.
Mr. Felix has served as Managing Director of White Oak since 2017. Mr. Felix has been actively investing in middle market companies for over 20 years. Most recently, he founded Consortium Finance in 2013 where he invested across the capital structure of middle market businesses. Prior to his role at Consortium Finance, Mr. Felix worked at D. E. Shaw Group where he opened the San Francisco office in 2005. At D. E. Shaw, Mr. Felix was responsible for originating and managing a portfolio of direct senior debt, junior debt and equity investments across a variety of industries. He was previously a managing principal of Banc of America Mezzanine Capital LLC, where he was responsible for underwriting structured senior debt, mezzanine debt, and bridge financing across a variety of industry sectors. Additionally, Mr. Felix was a former leader of Banc of America Securities, Inc.’s debt origination efforts in Australasia. Mr. Felix holds a B.A. degree in political science from the University of California at Berkeley.
Mr. Beatty serves as White Oak’s General Counsel. In this role, he is responsible for providing legal services and advice to White Oak’s executive officers and employees throughout the organization. Mr. Beatty has over 19 years of experience dealing with corporate and securities law and compliance matters. Immediately prior to joining White Oak, he held the position of Deputy Chief Compliance Officer for a private equity fund in New York; prior to that, he worked at the Securities and Exchange Commission in Washington, DC for over 11 years. Mr. Beatty began his legal career as a corporate and securities associate attorney at Baker & McKenzie. In these positions, he provided in-depth legal analysis for private funds, developed robust compliance policies and policies for registered investment advisers and broker-dealers, fulfilled regulatory reporting requirements, and advised on SEC enforcement actions and complex corporate transactions. He holds a J.D. from Brigham Young University Law School (BYU), Master of Arts, Kennedy Center for International Studies (BYU), and a Bachelor of Arts, International Relations (BYU).
Mr. Jacobs serves as White Oak’s Chief Compliance Officer. In this role, he is responsible for White Oak’s compliance program. Mr. Jacobs has over 20 years of experience in the financial industry, including 11 years of experience dealing with compliance matters. Immediately prior to joining White Oak, he was a Director at ACA Compliance Group. At ACA, he oversaw the Communications Surveillance Department and provided regulatory compliance advice to investment advisers and broker-dealers. Prior to joining ACA, he held other compliance and supervisory positions, including roles as a FINRA General Securities Sales Supervisor and a Certified Anti-Money Laundering Specialist. Additionally, he is a Certified Information Privacy Professional (CIPP/US). He holds a J.D. from the University of Pittsburgh School of Law, and a Bachelor of Arts, Political Science, from the University of Pittsburgh.
Mr. Snyder serves White Oak as Chief Accounting Officer & Head of Finance. Mr. Snyder has over 28 years of experience in finance and accounting, and formerly served as Vice President at Citi Hedge Fund Services, where he managed fund administration for a variety of private equity investment funds. Prior to joining Citigroup, Mr. Snyder served as Managing Director and Controller of GSC Group, Inc., an alternative investments manager with a wide range of investment strategies and vehicles including, equity and distressed debt and mezzanine lending private equity, CDO and CLO, REIT, BDC and hedge funds; and as the Controller of AJV Computerized Data Management, Inc., a tax software manufacturer. Mr. Snyder holds a B.S. in Business Administration with an emphasis in Accounting from Rider University, New Jersey and is a licensed CPA.
Ms. Altieri serves White Oak as Chief Operating Officer, with primary responsibility for the firm’s Technology and Operations. She was previously Founder and President of J.P. Mitchell & Company, a boutique consulting firm serving Fortune 50 Financial Services and Top 100 Financial Technology and Services firms. She has also served as a Principal in the Financial Services Practice at Ernst & Young, where she managed large-scale technology initiatives and operations strategy for Fortune 50 clients, and as a Manager of Investment Technology and Operations at American International Group. She holds a B.S. in Accounting and Computer Science from University of Dayton.
Mr. Ressa serves White Oak Credit Services as Chief Financial Manager. He has over 28 years of experience in audit, accounting, treasury and finance working at commercial and consumer finance companies and a big four public accounting firm. Prior to joining White Oak, Mr. Ressa served as Senior Vice President of Finance for Synchrony, a $82 billion publicly traded consumer finance company (NYSE: SYF) and largest private label credit card provider in the U.S. Prior to Synchrony, he held several senior finance positions at GE Capital, most recently serving as CFO of GE Fleet Services, then the largest North American lessor and servicer of car and light fleet trucks. Mr. Ressa holds a M.B.A in Finance from Fordham University and a B.B.A in Accounting from Pace University. He is a member of the American Institute of Certified Public Accountants and is a licensed CPA.
Mr. Finnigan serves White Oak as Head of Complex Credits with primary responsibility for managing complex situations and credits for White Oak’s private debt funds. He previously served at McNamee Lawrence & Company, a boutique investment bank. Mr. Finnigan received a B.A. in Economics from Dartmouth.
Mr. Ahrens serves White Oak as Managing Director of Client Solutions, responsible for new business development. He previously served Southfield Capital, where he was responsible for marketing their SBIC mezzanine fund, and FrontPoint Partners (Morgan Stanley), where he was responsible for marketing and communications of the direct lending strategy. He has developed marketing and communications strategies for Fortune 500 companies, and served at global advertising agencies including Lowe Worldwide, McKinney & Silver and TBWA\Chiat Day. Mr. Ahrens holds a B.A. in Business Management from Gettysburg College.
Mr. Moll serves White Oak as Managing Director of Client Solutions. He has approximately 20 years of asset management experience and has held senior positions in product specialization and capital placements at PIMCO, KKR, Vector Capital, Hewitt and Morgan Creek Capital Management. Mr. Moll holds an M.B.A. from Carnegie Mellon University’s Tepper Business School where graduated with Distinction, and a B.A., summa cum laude, in Chemistry from Gettysburg College, where he was a Presidential Scholar and was elected to Phi Beta Kappa. Mr. Moll has earned the right to use the Chartered Financial Analyst designation.
Ms. Schallock serves White Oak as Managing Director of Client Solutions, responsible for new business development and client servicing. Prior to joining White Oak, she was Director of Business Development for Metacapital Management. Prior to Metacapital, she was responsible for business development at Force Capital. Ms. Schallock holds a B.A. in Economics and History of Art from Bryn Mawr College, where she graduated cum laude.
Ms. Cutter serves White Oak as Managing Director, Head of ESG & Impact with primary responsibility over White Oak’s ESG product platform. Ms. Cutter has over 20 years of experience in the investment industry and most recently worked as a Consultant at Verus Investments, a $330 billion investment consulting company advising pension funds and institutional investors in their allocations to managers. Ms. Cutter also served as an Investment Officer at California State Teachers’ Retirement System where she built out and co-managed CalSTRS’ $9 billion external manager program focusing on a broad variety of credit markets including bank loans, high yield and opportunistic credits. Her expertise is in credit, asset allocation, risk management, investment management, investment policy development, and ESG & Impact investing on behalf of family offices, foundations and large public fund clients. She holds an M.B.A. in Finance from the University of California at Davis.
Mr. Kalmanowicz serves White Oak as Managing Director of Client Solutions, responsible for investor relations and new business development. He previously served as Senior Vice President at Campbell Lutyens, focusing on advisory, execution and project management for Private Equity and Private Credit fundraisings. Prior to joining Campbell Lutyens in 2014, Mr. Kalmanowicz was a Business Consultant at Deloitte. He received a B.S. in Business Administration (Summa Cum Laude) from the Questrom School of Business at Boston University and holds Series 7 and 63 FINRA designations. Mr. Kalmanowicz is a Chartered Global Management Accountant and fluent in English and German.
Ms. Rha joins White Oak as Compliance Director & Senior Counsel, responsible for managing compliance out of the San Francisco office. She previously served as a Compliance Officer at Brookfield Asset Management, supporting compliance functions for all of their global offices. Prior to Brookfield, Ms. Rha worked as a contract attorney focusing on SEC investigations and FINRA compliance matters in New York City. Ms. Rha holds a J.D. from the University of California at Hastings and a B.A. in English Literature from the University of California at Berkeley. She is licensed to practice law in New York.
Ms. Hart serves White Oak as Global Head of Human Resources and is responsible for managing the firm’s global human resources team, overseeing benefits, recruitment, relocation, compensation, policies, practices and payroll strategies. She has over 20 years of human resources and finance experience within different industries. Most recently, she was HR Manager for Alta Vista Solutions, a Bay Area engineering consulting firm. Prior to this, she spent 16 years with Hall Capital Partners, LLC as Vice President of Human Resources and Administration. Ms. Hart holds a B.A. in Management from Golden Gate University and has been awarded the Professional in Human Resources (PHR) by the HR Certification Institute.
Ms. Young is a Director on the White Oak Investor Relations team. Prior to joining White Oak, she was a Senior Analyst at Wilshire Associates, where she focused on investment manager relations and operations. Ms. Young holds a B.A. in Economics/Mathematics from University of California, Santa Barbara, where she graduated with Honors.
Mr. Pierce serves White Oak as Head of Risk Management. He was previously a Partner and Head of Professional Services at Fascet, LLC, a software and consulting firm serving the investment management industry. He started his career in research sales focusing on derivative strategies for Susquehanna International Group. Mr. Pierce received his B.A. in Computer Science from Dartmouth College.
Mr. Otte serves as Head of White Oak ABL and White Oak Europe, and is responsible for originating and structuring ABL opportunities with potential borrowers. He previously served as Senior Advisor and Region Manager of Presidential Financial Corporation; Founder and Managing Partner of TKO Finance Group, LLC; Managing Director of Special Situations Lending, Dune Capital Management LP; and President and Chief Operating Officer of Middle Market Lending, GE Capital. He holds an M.B.A. from DePaul University in Chicago, IL and a B.A. in Finance from the University of Illinois at Urbana. Mr. Otte has also been an active board member and advisor to several entities, including GE Capital Mexico and GE Capital SE Asia, as well as to companies in the healthcare and telecom sectors.
Mr. Mokhtar serves White Oak ABL as Chief Financial Officer. He has over 20 years of experience in audit, tax, accounting and finance working at both a big four public accounting firm and private asset management companies. He formerly served as senior controller at PennantPark, a publically traded Business Development Company. Prior to joining PennantPark, he served as senior controller of Nomura Corporate Research and Asset Management, an investment advisor with debt vehicles including, CLO, hedge funds and managed accounts. Prior to joining Nomura, he served as Partner and CFO of CARE Advisers LLC, a hedge fund of funds. Mr. Mokhtar is a Certified Public Accountant and Chartered Global Management Accountant who holds a B.S. degree in Accounting & Information Systems and Economics from the City University of Queens College. He is a member of both the American Institute of Certified Public Accountants and New York State Society of Certified Public Accountants.
Mr. Griffith serves White Oak ABL as a Managing Director. Prior to joining White Oak ABL, he spent over 12 years with GE Capital. He was most recently an Officer of GE Japan, where he was Senior Managing Director of GE Capital’s Structured Finance business (leading both the Sponsor Finance and Asset Based Lending teams). During his career at GE Capital, he held both sales and credit roles, originally starting at GE Capital headquarters in CT, in 2000, as a Risk Manager. He has also led originations on the west coast for asset based lender Encina Business Credit, as Senior Managing Director, and prior to Encina he established an asset based lending business for Hana Financial Inc. in Los Angeles.
Prior to GE, Clark spent nearly 10 years in the real estate industry, working for both American and Japanese real estate firms, including Prudential CA Realty in San Diego and Sotetsu Real Estate Co., Ltd in Yokohama, Japan (subsidiary at Sagami Railway Co). Mr. Griffith earned his Master’s Degree in International Affairs, from Columbia University, where he concentrated in International Finance and Banking, as well as an Advanced Certificate from Columbia University’s Weatherhead East Asian Institute (specializing in China, Japan, and Korea). He received his undergraduate degree in Economics, with a Minor in Japanese, from San Diego State University.
Isaac Soleimani serves White Oak as Chairman and Chief Executive Officer, White Oak Healthcare Finance, with primary responsibility for building a full service middle market healthcare lending platform. He was previously the Founder, Chairman and CEO of Healthcare Finance Group, LLC. (HFG), a nationwide specialized healthcare lender, which Mr. Soleimani sold to a publicly traded company. Prior to HFG, he was a Senior Vice President at Daiwa Securities America Inc. where he headed the firm’s healthcare finance business, which he later acquired in a management buyout transaction through HFG. Mr. Soleimani has over 26 years of experience in healthcare finance, beginning in the 1980’s while he was an Investment Manager at Prudential Capital Group. Prior to his involvement with healthcare financing, Mr. Soleimani originated, structured and managed various types of asset-backed and general corporate financing transactions at Prudential. Mr. Soleimani holds an M.B.A in Finance and Marketing from Indiana University and a B.S. degree in Biological Sciences from University of Connecticut.
Mr. Dufour serves as Executive Vice President and Chief Credit Officer of White Oak Healthcare Finance, with primary responsibility for leading healthcare team members in the seamless execution of all aspects of underwriting and portfolio management. He previously served Wells Fargo Capital Finances’ Healthcare Team, with primary responsibility for leading the expansion and growth of its national healthcare footprint and leading the operationalization of its 1st line credit risk underwriting and portfolio management operations. In addition, Mr. Dufour spent over 14 years at GE Capital’s Healthcare Financial Services in progressive leadership roles for portfolio management, underwriting and collateral examination, culminating in leading the credit risk management for the nationwide healthcare ABL and ABL stretch loan product footprint. His healthcare credit risk management and operational experience span all healthcare sectors and traditional healthcare loan products, with particular expertise in hospitals, skilled nursing facilities, pharmaceuticals and medical devices. Mr. Dufour received an M.B.A. from St. Bonaventure University. He has held certifications as a Certified Public Accountant and Licensed Practical Nurse. Mr. Dufour is a retired Major from the U.S. Army Reserve, Medical Services Corps.
Mr. Eldridge is a Partner at White Oak Healthcare Finance serving as Executive Vice President and Chief Originations Officer with primary responsibility for leading all healthcare origination and capital markets activity as well as managing the team. Mr. Eldridge has been focused on healthcare since 2004 and has originated, structured, and executed over $30 billion in deal proceeds during his career and has invested across the capital structure in all subsectors of healthcare. Prior to joining White Oak, Mr. Eldridge led healthcare sponsor coverage for RBS Citizens (now NYSE: CFG). He previously served in the healthcare corporate finance and healthcare real estate groups at GE Capital’s Healthcare Financial Services and in the leveraged finance group of the investment bank at Banc of America Securities. Mr. Eldridge received an M.B.A. in Finance from the University of Georgia and a B.A. in Economics from Furman University. Mr. Eldridge is a dual citizen of the US and Brazil.
Mr. Reilly serves White Oak as Executive Vice President and Head of Real Estate Debt Finance with primary responsibility supporting the expansion of White Oak’s healthcare real estate investing including underwriting and portfolio management. Previously, Mr. Reilly served Capital One Healthcare Financial Services as a Senior Vice President, where he led a team responsible for the underwriting and portfolio management of healthcare real estate deals. Prior to Capital One, he spent 13 years with GE Capital, Healthcare Financial Services and previously with the Corporate Audit Staff and Financial Management Program. Mr. Reilly’s experience includes the structuring, underwriting and closing of over $10 billion in financings in key healthcare real estate segments, focusing on skilled nursing, seniors housing and medical properties. His credit risk expertise spreads across various loan products including first mortgages, subordinate debt, asset-based lending and leveraged term loans. Mr. Reilly holds a BSBA in Finance from Xavier University.
Ms. Lersner is the Chief Financial Officer of White Oak Healthcare Finance. She has over 25 years of commercial lending experience in the areas of general, financial and operational management for growing companies. Ms. Lersner previously held the role of CEO of Advantage Funding, a specialty lender and Macquarie portfolio company. Prior to this role, Ms. Lersner held the role of Chief Financial Officer of CapitalSpring, a $1 billion AUM full stack capital provider with both a specialty finance and asset management platform. Prior to these roles Ms. Lersner was the CFO of R4 Technologies, a tech company focused in the dynamic data/AI space (founded by the founders of Priceline.com and President and COO of Golden Eagle, a specialty finance company owned by Hypercom Corporation (NYSE: HYC). She began her career in the commercial finance divisions of Citicorp North America and Chrysler Capital. Ms. Lersner received credit training through Moody’s Commercial Lending Program and holds a BS from the University of Utah.
Prior to joining White Oak MOB REIT as President and Chief Investment Officer, Dr. Lynn was Chairman, CEO and founder of Everest Healthcare Properties, LLC where managed the overall firm’s activities including investment strategy, sourcing, research, acquisitions, underwriting, equity and debt financing, portfolio management, leasing, repositioning/value-add activities and financial reporting. He built the AUM to $300 million on institutional quality medical buildings in eleven states, achieved well-above benchmark returns and sold the firm to a major multinational public corporation. Prior to founding Everest, Lynn was Executive Vice President, Chief Investment Strategist and Chief Economist at Cole Investments, CCPT III, Cole Net Lease REIT II, Cole Net Lease III and Cole Office & Industrial REIT. He managed the firm’s $12 billion dollar investments including acquisitions and portfolio management. Dr. Lynn was a Partner and Managing Director at ING Clarion Partners, where he was Head of Investment Strategy and Research, leading the firm’s strategic and tactical investment decisions. He advised on the Lion Properties Fund, the Lion Industrial Trust, Gables REIT, The Lion Development Fund, and separate accounts. He served on the Investment Committee, Operating Committee and the Global Asset Allocation Committee. ING Clarion became a top-quartile performer under Dr. Lynn’s leadership. Prior to ING Clarion, Lynn was Head of Strategy for AIG Global Real Estate, where he led real estate investment strategy around the world. He ran multifamily development for AvalonBay in Northern California, where he developed multifamily apartment communities. He was Head of Regional Investments for the Keppel Corporation where he acquired, developed and managed multi-family housing, office buildings, medical buildings, mixed-use and retail in Asia and the U.K. Dr. Lynn was a national development manager with the Target Corporation, developing retail around the US, responsible for all phases of development and achieving numerous company awards for excellence. Dr. Lynn was a Professor of Professional Practice at the WP Carey School of Business, Arizona State University, awarded the Counselor of Real Estate designation, named Sloan Fellow by the MIT Sloan School of Business, named a Homer Hoyt Fellow, and a recipient of many awards including, most recently, “Best Equity Deal of 2019” awarded by Real Estate Finance and Investment. He is the author of six highly-acclaimed investment and real estate books used by the industry and universities around the world, and numerous articles. He was the former editor of Real Estate Issues.
Dr. Lynn is also known for sharing his macroeconomic and real estate insights at investment industry events and in the media. He has provided commentary for prominent financial news outlets, most notably The Wall Street Journal, Bloomberg, Fortune, TheStreet, GlobeStreet, and National Real Estate Investor
Dr. Lynn holds a Ph.D. and Master of Science in Financial Economics, with Distinction, from the London School of Economics, a Master of Business Administration (MBA), Sloan Fellow, from the Sloan School of Management at MIT, a Master of Art in Urban Planning and Real Estate from Cornell University, and a Bachelor’s degree in Architecture from the University of California at Berkeley.
Mr. Chan serves White Oak as Managing Director, White Oak Trade Finance with overall responsibility for the business. Prior to White Oak Trade Finance, Mr. Chan served as Senior Trader with the Noble Group and MET Commodities, Portfolio Manager with Cheyne Capital Management Structured Finance Group, Associate with BlackRock and Analyst with Nomura Securities Securitization and Asset Finance. Mr. Chan received a BSc (hons) Biochemistry from Royal Holloway College, University of London and an MSc International Management from Kings College, University of London.
Mr. Gould is a Managing Principal for White Oak Healthcare Partners, LLC, with primary responsibility for building White Oak’s new HUD platform to provide government-insured permanent financing for the seniors housing and long term care sectors. He joined White Oak in 2020 and brings 15+ years of experience in building a sector-leading HUD lending platform at his previous employer. He played a key role in driving HUD originations resulting in industry-leading volume in the program over a 10-year period, overseeing the development and expansion of the Northeastern U.S. region. Mr. Gould received a bachelor’s degree in history from the University of Pennsylvania and a master’s degree in business administration from the Fisher College of Business at The Ohio State University in Columbus, Ohio. He holds Series 7, 24, 50, and 63 licenses.
Mr. Genise is the Chairman and Manager of White Oak Aviation. He has over 35 years of experience in International Aircraft Leasing, Engine Leasing and Trading Business. Prior to joining White Oak, he was CEO of Aergen Management Services, Inc. from 2015 until 2019. Aergen Management Services was an international aircraft leasing, engine leasing, and trading business, specializing in providing leasing and management services for mid-life (10-15 years) narrow body aircraft and engines.
Previously, Mr. Genise served as CEO of DAE Capital, the aircraft leasing division of Dubai Aerospace Enterprise from 2007 to 2011. Prior to that, he was a founder, President and CEO of Boullioun Aviation Services, building it into one of the world’s top leasing businesses. He was originally its SVP of Marketing, responsible for the development and implementation of the company’s strategic plan and business development. He also represented Boullioun Aviation Services in its development of Singapore Aircraft Leasing Enterprise, a joint venture with Singapore Airlines, and served as a Director for 10 years.
Prior to that, Mr. Genise served as SVP of the Chemical Business Credit Corporation at Chemical Bank, managing asset based finance and leasing business in credit, marketing and administration capabilities. In 1985, he served as Managing Director for the bank’s Special Finance Group with responsibility for Chemical Bank’s international aviation banking and leasing business.
Mr. Genise is currently on the Board of Directors for Frontier Airlines, Aloft Aero Architects, Inc. and Dimensional Mechanics. Mr. Genise is also a member of the Board of Trustees for the Museum of Flight in Seattle and now Chairman Emeritus. Additionally, Mr. Genise is a member of the Advisory Board of the Albers School of Business at Seattle University.
Mr. Genise holds an MBA from the University of Connecticut, a law degree from Pace University, and a BA from NYU.
Mr. Franco is Managing Director of White Oak Aviation. Mr. Franco has over 25 years, working with Sikorsky Aircraft, GE Capital Aviation Services, Gulfstream Aerospace and Guggenheim Partners in aircraft design and the aircraft finance arena. Mr. Franco was the creator of two corporate aircraft leasing companies, Guggenheim aero Finance and Global Jet Capital. Guggenheim aero was groundbreaking as it was the first private equity capital invested into corporate aircraft lending company. Mr. Franco possesses a strong credit analysis background and has negotiated aircraft debt lines of more than $1.5 billion. Mr. Franco, has structured over $4.0 billion in aircraft and engine transactions globally, negotiating transactions with clients such as the US and foreign governments, global airlines, international corporations and high net worth individuals. Mr. Franco has excellent relations with the aircraft OEMs, an in-depth knowledge of aircraft manufacturing and the aircraft maintenance, repair and overhaul market. Mr. Franco holds a B.S. in Aeronautical Sciences from Embry-Riddle Aeronautical University and an M.B.A from the Goizueta Business School at Emory University.
Mr. Byrnes is the Chief Financial Officer of White Oak Aviation. He has over 19 years’ experience in Accounting and Aircraft Leasing. Prior to joining White Oak Aviation, Mr. Byrnes spent three years as the Chief Financial Officer of Aergen, an aircraft leasing business, where between 2016-2019 they built a fleet of 30+ aircraft, executed two ABS transactions and ultimately led the sale of the business operations in 2019. Prior to this, Mr. Byrnes was the Head of Finance of Avolon, now the third largest global leasing company, for five years where he was responsible for all areas of the finance function. Having worked for the company since inception, Mr. Byrnes led the Finance team through the initial scaling of the business, through multiple corporate transactions including IPO on the NYSE, and its eventual delisting and trade sale to the Chinese HNA group in 2016. Prior to joining Avolon, Greg worked at BDO Chartered Accountants from 2001 to 2011, where he headed up their outsourcing division after spending eight years in the audit department where he held the position of Audit Senior Manager. Greg has a Bachelor of Economics from University College Dublin and a Post Graduate diploma in Accounting from Dublin City University. He is a member of Chartered Accountants Ireland where he also obtained a Diploma in International Financial Reporting Standards. Most recently, Greg obtained an Executive MBA from the UCD Michael Smurfit Graduate School of Business, graduating in 2015.
Mr. Grbic is the President & CEO of White Oak Commercial Finance. Mr. Grbic has more than 30 years of commercial lending experience. He has been with the company and its predecessor since 2005, previously serving as Senior Executive Vice President and Chief Credit Officer where he was involved in creating a hands-on, best-practices credit culture, as well as helping the Company expand its client portfolio. Before that, Mr. Grbic was Managing Director at Morris Anderson & Associates LTD, a turnaround-consulting firm. He also co-founded MetSource Capital, LLC, a restructuring and corporate finance firm, working primarily with small- and medium-sized companies. In addition, Mr. Grbic has also served at GMAC Commercial Credit, LLC, BNY Financial Corp and Bankers Trust. Mr. Grbic is a member of the Association for Investment Management and Research. He has served as an instructor for the Finance, Tax and Law Department at the NYU School of Continuing Education. Mr. Grbic holds master’s and bachelor’s degrees in Business Administration from Pace University.
Mr. Fortino serves White Oak Commercial Finance as Chief Financial Officer and Chief Operations Officer, responsible for managing the company’s finance, accounting, operations, information technology and human resources departments. Prior to joining WOCF, he was Chief Financial Officer of Levenger Company, a specialty retailer and provider of leather goods and fine office supplies. Mr. Fortino has more than two decades of C-level experience in retail and media. He holds both an M.B.A. and B.B.A in accounting from Temple University.
Mr. Dean serves White Oak Commercial Finance as Managing Director of Risk Management for ABL and Factoring. He is a 38+ year veteran of the ABL/commercial finance industry, having served in Credit, Underwriting and Origination in various senior management positions, helping clients, financial sponsors, junior debt providers and other intermediaries identify and deliver capital solutions. He brings significant experience in asset based lending and equipment finance/term lending among other financial products and solutions. Prior to coming out of retirement to join White Oak, Mr.Dean served as SVP at Wells Fargo Capital Finance, managing the ABL originations team in the Southeast region focused on the lower middle market. Mr. Dean holds a B.S. in Accounting from Susquehanna University. Over the years he has been an active member of the CFA, the ACG and the TMA, having served six years on the TMA Carolinas board of directors.
Andy McGhee serves White Oak Commercial Finance as Vice Chairman and leads its Lender Finance vertical while assisting with the growth of the broader ABL initiatives for the firm. Most recently, Andy was the President and CEO of AloStar Capital Finance, which he co-founded in 2011. AloStar was a De Novo Bank and which was created through the acquisition of the assets of a failed bank located in Birmingham Alabama. AloStar’s two founding partners and four private equity firms backed the company with an initial capital raise of $160 million. The company was formed to specifically focus on middle market companies with capital needs between $5 million and $50 million. AloStar was sold to State Bank in September of 2017 which was subsequently sold to Cadence Bank in 2019. AloStar committed in excess of $3 billion to over 200 clients from 2011 through 2019. The company had a national focus and was diversified from an individual client, industry and geographic perspective. Yields and charge-offs both out-performed the expectations of the original business plan. AloStar became known as one of the most reliable and creative lenders in the middle market. McGhee’s experience includes corporate strategy, raising Private Capital, Leveraged Finance, Asset Based Lending, Private Equity, Corporate Banking, Capital Markets transactions and Mezzanine finance. Prior to AloStar, McGhee was the co-founder of Archway Equity Partners, an Atlanta-based private equity firm. Before Archway Equity Partners, he spent 12 years with SunTrust Banks Inc., eventually serving as senior vice president. McGhee joined SunTrust in 1996 to create the Leveraged Finance Group. In addition to those responsibilities, he served on the Board of SunTrust Equity Partners, the Junior Capital vehicle for SunTrust, and was responsible for three other business units including the Specialty Lending Group, the Private Equity and Asset Based Groups as well as a senior level position at Trusco Capital Management. In these positions he gained experience in establishing policies and procedures for new business, attracting industry veterans and high-caliber professionals to the company, and reducing problem assets while quickly growing revenues within the various business units. Having held leadership positions at Citicorp, Bank South, and Bank of America Business Credit, Mr. McGhee brings a diverse level of experience.
Currently, Mr. McGhee serves on the Terry College of Business Alumni Board at the University of Georgia. He is a member of the Board of Directors for Piedmont Hospital of Atlanta. Mr. McGhee serves on the SFNet Board of Directors and previously served on the Atlanta ACG Board. Additionally, he is an Elder at Peachtree Presbyterian Church. He received a BA in Economics from the University of Georgia, and resides in Atlanta
Neal Mulford serves White Oak Commercial Finance’s Lender Finance business as Head of Underwriting and Portfolio Management. Prior to joining White Oak, Neal was most recently the Underwriting Team Lead for AloStar Capital Finance, a provider of senior debt for middle market Asset Based and Lender Finance Clients with financing needs between $5 million and $50 million. AloStar committed over $3 billion to over 200 clients from its inception in 2011 through 2019 with historical average charge offs and portfolio risk migration that exceeded the original business plan. Neal has 30+ years of experience in the finance industry, including structuring ABL, Cash Flow and Mezzanine transactions. His broad experience enables him to understand and evaluate all tranches of the capital stack which has led to more meaningful discussions and negotiations with all stakeholders. While at AloStar, Neal built a team of six professionals that analyzed, structured and priced transactions. At peak performance this group processed a sufficient flow of transactions that allowed the platform to close between 25 and 30 new transaction per year. During his career, Neal has held positions in Underwriting, Portfolio Management, New Business Development and Field Exams for Lenders including AloStar, CIT, Regions Bank and Heller Financial. In addition, he has worked for the predecessor CPA firm to McGladrey and a private specialty chemical company where he served in accounting and mergers & acquisitions. Neal serves/has served in various roles for his community and church including Leadership Sandy Springs, Board Member for Dunwoody Homeowners Association, Finance Committee and Committee of 100 at Dunwoody United Methodist Church, Habitat for Humanity and project leader for Great Day of Service. In addition, he coached 10 years of travel softball.
Mr. Davies has served White Oak U.K. as Director of Sales since 2018, having previously held the same position at leading U.K.-based business finance providers, LDF Group since 2002. LDF Group, who were acquired by White Oak Global Advisors in July 2018, provided over £500 million in business funding to smaller U.K. businesses in 2017. Within this role, Mr. Davies has responsibility for the overall Sales function, alongside overseeing the development of new products and initiatives for revenue generation. Prior to this, Mr. Davies has held other senior sales management positions at LDF Group, primarily focused on sales origination.
Mr. Heeley has served White Oak U.K. as Director of Credit since 2018, having previously held the same position at leading U.K.-based business finance providers, LDF Group since 1999. LDF Group, who were acquired by White Oak Global Advisors in July 2018, provided over £500 million in business funding to smaller U.K. businesses in 2017. Within this role, Mr. Heeley has responsibility for the end-to-end credit function, including setting the Own Book lending policy, managing the own book lending portfolio and overseeing external funder relationships. Prior to this, Mr. Heeley has held other senior positions at LDF Group, primarily within the Credit Risk function. Mr. Heeley holds a bachelor’s degree in Business and Finance from Liverpool John Moores University.
Mr. Bethel is a Senior Advisor to White Oak Merchant Partners. Prior to joining White Oak, he represented the United States as Ambassador Designate to the Republic of Panama. He was confirmed unanimously by the Senate to serve on the Board of Directors of the World Bank, the largest developing finance institution in the world. The World Bank’s goal is to reduce poverty and build shared prosperity in developing countries through grants, loans, insurance, and equity investments. As World Bank Director, Mr. Bethel voted on over $100 billion in funding and promoted a number of initiatives including spearheading the use of new technologies and streamlining World Bank operations. Prior to being nominated to serve at the World Bank, Mr. Bethel was a Managing Director at Franklin Templeton Investments where he executed private equity transactions. Prior to this, he was based in Shanghai, China as Managing Partner of Sino Latin Capital and Managing Director of China Vest. Earlier in his career, Mr. Bethel held a variety of private equity and investment banking positions at J.P. Morgan and Morgan Stanley & Co. in both New York and Mexico City. His civic contributions include service on the Board of Governors of Opportunity International, a non-profit organization that provides financial services to people living in poverty in developing countries. Earlier in his career Mr. Bethel served as a U.S. Naval Officer. Mr. Bethel is a graduate of the U.S. Naval Academy at Annapolis, where he was an Olmsted Scholar, a Cox Fund Scholar and a Battalion Commander. He earned an MBA from The Wharton School at the University of Pennsylvania, where he was a Milken Scholar. He speaks Spanish, Portuguese and Mandarin.
Mr. Pereira serves White Oak as Managing Director and Portfolio Manager for White Oak ABL with primary responsibility for delivering the full suite of White Oak products to the Australasian client base. Prior to White Oak he was founder and Executive Chairman of Recon Finance Corporation, a specialist Asset Receivable finance company with specific focus on the Australian SME sector. Mr. Pereira has over 25 years of investment banking experience heading up capital market businesses for Bank of America Merrill Lynch, Credit Suisse and Royal Bank of Scotland in Sydney, Melbourne, Singapore and London. With a primary focus on leading a broad range of clients (including Telstra, BHP, Origin Energy, Woodside Petroleum, Qantas, CBA, Westpac and ANZ), he was successful in raising debt capital in different markets and environments. Mr. Pereira has been involved and responsible for successfully raising several billion dollars of debt for both Investment Grade and Sub Investment Grade companies via the traditional liquid and illiquid (private) capital markets. Mr. Pereira holds a B. S. in Neuroscience with honors from the University of Melbourne.
Mr. Boom is Head of Structured Finance at White Oak ABL. His previous leadership positions in international financial services include Head of North America Global Banking for Industrials at Standard Chartered Bank and Managing Director TMT Corporate & Investment Banking at J.P.Morgan. During his 16 years at Citigroup he served as Head Public Sector Banking EMEA in London, Head of Corporate & Investment Banking for the Netherlands, Belgium & Luxembourg and Senior Banker Media & Telecoms in New York and Amsterdam. Most recently, Mr. Boom was Region Head Americas at Greensill Capital. He started his career at MeesPierson/ABNAMRO in Media & Telecoms Project Finance in London and Amsterdam.
Mr. Boom holds a Master’s Degree from the University of Groningen in the Netherlands and successfully completed the Executive Development Program at the Wharton School, University of Pennsylvania. Mr. Boom is FINRA licensed Series 24, 7 & 63.
Mr. Brandano is a Director of Originations for White Oak Global Advisors, LLC, responsible for originating and executing new investment opportunities for White Oak’s private debt funds. Prior to joining White Oak, Mr. Brandano served in a number of credit roles at Wells Fargo Capital Finance, assisting in the underwriting, syndication, and management of asset-based credit facilities to middle market companies. Mr. Brandano received a B.S. in Finance from the D’Amore-McKim School of Business at Northeastern University.
Mr. Papesch is an Associate of Originations for White Oak Global Advisors and is responsible for originating and executing new investment opportunities for White Oak’s private debt funds. Prior to joining White Oak in 2018, Mr. Papesch served as a Corporate Banking Associate at First National Bank of PA. Mr. Papesch graduated magna cum laude from New York University with a B.S. in Business Management and Finance.
Ms. Burke is a Manager on the White Oak Investor Relations team. Prior to joining White Oak, she was a Research Analyst at a Swiss fund of funds in New York City focusing on various hedge fund strategies. Previously, she served as a Junior Manager at PR Consulting, a public relations firm. Ms. Burke holds a B.A. in Media Studies from the University of California, Berkeley.
Mr. Marzen is a Managing Director of Origination for White Oak and is responsible for originating and underwriting new investment opportunities for White Oak’s private debt funds. Mr. Marzen has nearly 20 years of experience in banking and commercial finance, as well as extensive experience in business operations and management evaluation. Prior to joining White Oak in 2014, he served as Senior Vice President (Loan Origination) with Wells Fargo Capital Finance. His previous experience included loan origination and underwriting at AloStar Business Credit, First Niagara Commercial Finance, Golub Capital, CapitalSource Finance, CIT Financial and Fleet Capital Corp., and he began his career as a CPA with Deloitte and Touche. A graduate of George Mason University, Mr. Marzen received his B.S. degree with a double major in Accounting and Finance. He is an active member of Opus Connect, the Commercial Finance Association, the Turnaround Management Association and the Association for Corporate Growth, among others.
Angelina serves White Oak as a Compliance Analyst. Prior to joining White Oak, Angelina served as the Grade Change and Residence Deputy within the Office of the University Registrar at U.C. Davis. In this role she frequently analyzed new laws and new U.C. policies and regulations pertaining to residency and grade changes to keep the Office of the University Registrar compliant. She received a B.A. in Economics with a minor in Chinese and her Paralegal Certification from U.C. Davis.
Mr. Goldsmith serves White Oak Commercial Finance as a Director of Underwriting, with primary responsibility for assessing the credit worthiness of wholesale and retail businesses. Previously Mr. Goldsmith served at Heller Financial, where he focused on underwriting credit for wholesale and retail accounts. Mr. Goldsmith received a B.S. in Finance from Northeastern Illinois University.
Ms. Watts is a Director on the White Oak Aviation team with primary responsibility for asset pricing and analysis, purchase underwritings and portfolio management. She has over 15 years of operating lessor experience with a broad background in transaction pricing and deal execution, aircraft deliveries, debt and ABS financings, fleet operations and contract management. Ms. Watts holds a M.B.A. in Aviation from Embry-Riddle Aeronautical University and started her career as a public accountant with Deloitte in Seattle, Washington.
Mr. Szafranski is a Vice President of Underwriting for White Oak, with primary responsibility for underwriting and servicing portfolio investments for White Oak’s private debt funds. Prior to joining White Oak, Mr. Szafranski served as an Associate at Bank of Montreal in its Sponsored Finance Group, where he focused on structuring, executing, and managing debt investments in middle market companies owned by private equity sponsors. Prior to BMO, Mr. Szafranski began his career as an Associate at PNC Financial Services Group, Inc. Mr. Szafranski received a B.S. in Economics with a concentration in Finance from the Wharton School of the University of Pennsylvania.
Mr. Szteinberg serves White Oak Commercial Finance as a Vice President of Underwriting with a focus on client field examinations. Previously, he worked at GMAC Commercial Finance as the regional field examination manager. Mr. Szteinberg received a B.S. in Accounting from Brooklyn College.
Mr. DeFazio serves White Oak as Treasurer and Head of Asset and Liability Management. Prior to joining White Oak, Mr. DeFazio was with KKR & Co as a member of the firm’s Global Macro, Balance Sheet, and Risk team. Mr. DeFazio holds an M.S. from the University of San Francisco, a B.A. from Sonoma State University, and is a CFA Charterholder.
Ms. Novak serves White Oak as a Senior Vice President in Underwriting within the Healthcare Group. Prior to joining White Oak, she worked at Capital One and GE Capital for the last five years specializing in Healthcare Real Estate and also completed GE Capital’s two year rotational Risk Management Program. Ms. Novak received a B.A. in Management with concentrations in Finance and Mathematics from Boston College.
Mr. Acedo serves White Oak Commercial Finance as a Vice President of Originations. Prior to joining WOCF, he worked as a Capital Markets analyst at Wells Fargo Securities covering fixed income and credit derivatives products. He has also held similar roles at Raymond James Financial, Citibank, and LCG Advisors. Mr. Acedo graduated from the University of Tampa, receiving a B.S. in Economics and Finance as well as a Masters in both Finance and Accounting. He holds a Series 7 designation from FINRA.
Mr. Sharf serves White Oak Commercial Finance as Managing Director of ABL and Factoring, primarily responsible for underwriting, servicing and originating ABL and Factoring loans for WOCF’s North East region. Prior to joining WOCF, Mr. Sharf worked at Rosenthal Inc. as a Senior Vice President/Portfolio Manager. He has over 40 years of experience in the factoring and finance industry. Mr. Sharf received a B.S. in Economics from the Wharton School of Finance, University of Pennsylvania.
Mr. Carbone serves White Oak Commercial Finance as Director of Originations, primarily responsible for underwriting new and existing WOCF portfolio loans. Prior to joining WOCF, he held various senior positions at First Capital LLC, GMAC Commercial Finance (Ally) and CIT Commercial Services in the ABL and Factoring space. Previously, he was an audit supervisor at Price Waterhouse. Mr. Carbone received an M.S. in Management Studies from the Kellogg School of Management at Northwestern University and a B.A. from Colgate University.
Mr. Odhav serves White Oak as a Senior Analyst, Portfolio Management team, reporting to Kyle Landau. He previously worked at Bank of America Merrill Lynch in Equity Research covering the alternative energy and clean tech sector. Mr. Odhav received his B.A. from the University of California, Berkeley, and holds Series 7, 63, 86, and 87 FINRA Certifications.
Christopher Essen serves as a Vice President at White Oak Healthcare Finance (“WOHCF”). His primary role with WOHCF is underwriting and portfolio management of all Healthcare asset types. He also focuses on acquisitions and closing of new medical office building investment opportunities. Prior to joining White Oak, Mr. Essen had 15 years of real estate lending and transaction experience working with companies including Wintrust, GE Capital Healthcare Financial Services and Capital One. He holds a bachelor’s degree in economics from the University of Wisconsin, Madison.
Chris Chapman serves as a Managing Director in White Oak Trade Finance. He joined in 2021 following extensive experience in commodity and trade finance in the Americas building business at AMERRA Capital Management, Deutsche Bank, BNP Paribas, Societe Generale, Merrill Lynch and others.
Mr. Gouskos serves White Oak as Managing Director of Originations, responsible for originating and underwriting new investment opportunities for White Oak’s private debt funds. Mr. Gouskos has over 20 years of relevant experience in commercial and corporate finance, including the start-up of an ABL and Leveraged Cash Flow platform which was grown to over US$600MM in outstandings, the repositioning of a middle market ABL platform, successfully developing a direct origination capability and as a Managing Director of a nationwide turnaround and restructuring firm, where he managed a primary contract with the FDIC to sell and/or liquidate the assets of failed bank subsidiaries. His other experience includes managing and growing a large wholesale mortgage origination platform as a Divisional President and capital markets experience with BA Securities in their asset securitization group. Gouskos started his career with GE Capital and Heller Financial where he held a number of positions including portfolio management, underwriting and workouts. Mr. Gouskos holds a B.B.S. in Accounting from Iowa State University with an emphasis in Finance and has also received his Series 7 and Series 63 certifications and is a certified Six Sigma Green Belt.
Chris is an active member of the CFA, TMA and ACG and is a former Board Member of the CFA’s Southeast Chapter.
Mr. Fuller serves White Oak as a Senior Associate, Portfolio Management team, with primary responsibility for managing and servicing White Oak’s private debt portfolio investments. He previously served at Silicon Valley Bank providing valuation services to the technology and life science venture backed ecosystem. Mr. Fuller received a B.B.A. in Finance and Real Estate from The University of Georgia.
Mr. Montiel serves as Managing Director of Underwriting for White Oak Commercial Finance with primary responsibility for originating and structuring ABL opportunities. Mr. Montiel has over 15 years of experience in underwriting, risk management, audit, and originations. Previously he managed cross-border trade finance facilities with financial institutions and exporters in Latin America for CIT Commercial Services. He holds a B.A. in Business Administration from Queens University of Charlotte and is an active member of the Turnaround Management Association and the Association for Corporate Growth.
Mr. Hyams serves White Oak as a Managing Director of White Oak Healthcare Finance, with primary responsibility for underwriting and portfolio management. Mr. Hyams is an experienced finance professional dealing exclusively with the healthcare industry for over 24 years. He previously served as a co-founder of Healthcare Finance Group (“HFG”) in 2000, assuming the role of Chief Credit Officer, while also serving as a member of the Board of Directors. The company grew substantially over the next 13 years, reaching total lending commitments of nearly a billion dollars while maintaining a record of no credit losses. At HFG, Mr. Hyams was responsible for all facets of both asset based and cash flow loans, including direct management of all workouts and bankruptcies. He managed both the portfolio management and due diligence groups and also played a key role in the development of the proprietary healthcare receivable tracking system used to manage client loans at HFG. Prior to HFG, Mr. Hyams held due diligence and account management roles at CIT’s Factoring Group and completed the formal bank credit training program at Manufacturers Hanover Trust. Mr. Hyams also served as a vice president at Daiwa Securities America and was instrumental in helping to build that firm’s healthcare finance business. Mr. Hyams holds a B.S. from State University of New York at Binghamton.
Mr. Norman serves White Oak Commercial Finance as Director of Underwriting in ABL and Factoring, primarily responsible for underwriting new and existing WOCF portfolio loans. Mr. Norman has over 15 years of experience in the commercial lending space. Previously, he worked for over a decade as an owner-operator of staffing companies. Mr. Norman has an M.B.A. from Pepperdine University and a B.S. from California State University-Northridge.
Mr. Anusionwu is a Director of Structured Finance for White Oak ABL with primary responsibility for originating, structuring and executing portfolio investments for White Oak’s private debt funds. He previously served at Morgan Stanley with a focus on alternative capital solutions, including debt and equity private placements. He also served at J. P. Morgan as a Vice President in TMT Corporate & Investment Banking. Most recently, he was a Director at Greensill Capital with a focus on originating and structuring middle market private credit transactions. Mr. Anusionwu received a B.S. in Economics from the United States Military Academy at West Point and an MBA with concentrations in Corporate Finance and Financial Accounting from Columbia Business School.Mr. Anusionwu holds the Series 7, 63 and 79 FINRA licenses.
Mr. Hubey is an Associate in the Complex Credit Group at White Oak. Previously, he was an Associate at Brevet Capital, a credit focused hedge fund in New York City. He received a B.S.B.A. in Accounting and Financial Management from Bucknell University.
Eric Tanjeloff serves White Oak as Managing Principal of White Oak Real Estate Capital, a commercial real estate lending and credit investing platform in which he is responsible for strategy, originations, and overall management of the business. Previously, he was the Head of Real Estate Investments for Melody Capital Partners, a New York based private credit and special situations investment management fund.At Melody Capital Partners, Mr. Tanjeloff launched and managed the firm’s real estate lending and investing activities. He also served on the Investment Committee and Management Committee of the overall Firm. Prior to Melody, Mr. Tanjeloff was an investment banker where he helped launch and create CBRE Capital Advisors, Inc, the real estate investment banking platform of CBRE, Inc. His previous experience also includes various positions in the Real Estate & Lodging Investment Banking group at JPMorgan. Mr. Tanjeloff was also involved in over $100 billion of transactions at JPMorgan across a broad range of real estate sectors and capital markets. Mr. Tanjeloff served as an Independent Board Member and Chairman of various committees of an SEC reporting company in the gaming and hospitality space and has held several advisory board positions in early-stage real estate ventures. He holds an M.B.A. from Columbia Business School and a B.S. degree from Cornell University.
Ms. Koegel serves White Oak as an Assistant Vice President specializing in healthcare real estate underwriting. Prior to joining White Oak, she worked at Quantitative Risk Management as a financial risk management consultant. Ms. Koegel received a BBA in Finance and Spanish from the University of Notre Dame, and she is currently completing her MBA at the University of Chicago Booth School of Business.
Mr. Cook serves White Oak Business Capital as an Account Executive with primary responsibility to manage the portfolio of factoring and asset based lending relationships. Previously, Mr. Cook served M&T Bank performing credit portfolio management and commercial credit line underwriting for the Investment Credit Committee counterparty portfolio. Mr. Cook holds a B.A. in Economics and Minor in Statistics from the University of Maryland.
Mr. Rosenblum serves White Oak Commercial Finance as a Vice President of Originations where he is responsible for underwriting, servicing and originating ABL and Factoring opportunities. Prior to joining WOCF, he worked as an Account Executive at both Hana Financial and Versant Funding, where his responsibilities included underwriting and servicing new and existing portfolio loans. Mr. Rosenblum graduated from the University of Maryland, receiving a B.A. in Criminology and Criminal Justice.
Mr. Urman serves White Oak Commercial Finance as a Vice President of Risk Management, with primary responsibility for servicing and managing portfolio account risk. Mr. Urman has over 20 years of experience in ABL finance having previously serves as an Auditor, Deal Administrator, and Senior Collateral Analyst at CIT and prior to that as a Senior Collateral Analyst at Wells Fargo Business Credit. He holds an A.S. in Accounting from Kingsborough College and a B.S. in Civil Engineering from Ukraine’s Civil Engineering College.
Mr. Lurie serves White Oak Credit Services as Associate Accountant. He has over 6 years of experience in audit, tax, and accounting services working in both public accounting and private asset management. He formerly served as Accounting Analyst at GF Capital Management & Advisors, a Private Equity firm. Prior to joining GF Capital, he served as a senior accountant at Spielman Koenigsberg & Parker (SKP). Mr. Lurie is a holds a B.S. degree in Accounting from the University at Buffalo, State University of New York. He has recently completed the Certified Public Accountant exam and is currently working towards overall certification.
Fridolf Hanson is Managing Director and a Business Development Officer of White Oak Commercial Finance. Mr. Hanson is based in New York with coverage responsibilities for the Northeast Region. He has over 20 years of experience in originations and senior-debt transactions and recently served as a Managing Director at OceanArc Capital Partners. In addition, Mr. Hanson held senior positions at Ares Management, LBC Credit Partners, Royal Bank of Scotland, Wells Fargo and GE Capital.
Garrick Tan is Managing Director and a Business Development Officer of White Oak Commercial Finance. Mr. Tan is based in Boston with coverage responsibilities for the New England region. He is responsible for referral source coverage and leads WOCF’s national direct calling efforts. Mr. Tan has 20 years of commercial banking experience with in-depth knowledge of corporate finance, capital markets and asset-based lending. Prior to White Oak, he worked at Wells Fargo Capital Finance as the Eastern Region Manager.
Mr. Clark serves White Oak Commercial Finance as Managing Director of ABL and Factoring, primarily responsible for underwriting, servicing and originating ABL and Factoring loans for WOCF’s West Coast region. Mr. Clark joined the company in 2004, having held roles in underwriting and operations in ABL and Factoring. Previously, he worked in commercial finance at Heller Financial, Inc., Finova Capital Corp., SunTrust Banks, Inc. and GMAC Commercial Credit, LLC. Mr. Clark has an M.B.A. from Pepperdine University and a B.S. in Business Finance from California State University at Long Beach. He remains active in industry trade groups including The Commercial Finance Conference of California, The Professional Club and The Pacific Business Resource Group.
Mr. Schwartz serves White Oak Commercial Finance as a Managing Director of Underwriting in ABL and Factoring, responsible for underwriting and servicing WOCF ABL portfolio loans. He has over 20 years of experience in the commercial finance industry having held positions in business development, underwriting, portfolio management and special assets. Prior to joining WOCF, Mr. Schwartz served a Belgian bank providing asset based loans to the U.S. diamond and jewelry industry. He has also worked for GMAC Commercial Finance, BNY Financial Corp. and Congress Financial Corp. in both factoring and asset based lending capacities. Mr. Schwartz is the President of the Commercial Finance League, past President and current Board member of the 475 Esquire Toppers business networking group and an active member of the Commercial Finance Association. Mr. Schwartz holds a B.A. from Vassar College where he majored in Political Science and minored in Economics.
Mr. Stilson serves White Oak as Managing Director and Portfolio Manager of White Oak’s cash management desk. He previously served as head of cash management at Pacific Growth Equities LLC and at Hambrecht & Quist LLC, and managed fixed income portfolios at JPMorgan Institutional Investments, Inc. and Citigroup Global Markets Institutional Fixed Income Group; he began his career on the sell side with Dean Witter Reynolds, LLC. Mr. Stilson holds a B.A. from the University of California at Berkeley, as well as Series 7, 53 and 63 designations from FINRA.
Mr. Slauson serves White Oak Healthcare Finance as a Vice President focused on the underwriting and portfolio management of cash flow loans to healthcare companies. Prior to joining White Oak in 2021, he spent five years with Wells Fargo Capital Finance as a Senior Vice President leading a team managing a $1B portfolio of asset backed loans to healthcare companies. Mr. Slauson spent the first 9 years of his career with GE Capital in underwriting and portfolio management roles focused on senior secured lending in healthcare real estate and healthcare corporate finance. Mr. Slauson holds a B.A. in Economics from Washington & Lee University.
Ms. Vuong joins White Oak Global Advisors, LLC as a Senior Associate within Underwriting. Ms. Vuong previously worked as an Analyst for Oak Hill Advisors. She previously held roles at KAUST Investment Management Company and Dodge & Cox. She earned her MBA from the Yale School of Management and her B.S. in Economics with a concentration in Finance and Statistics from the University of Pennsylvania.
Mr. Schapiro is a Vice President of Underwriting for White Oak ABL with primary responsibility for underwriting and servicing portfolio investments for White Oak’s private debt funds. Prior to joining White Oak, Mr. Schapiro served at Hamilton Lane, where he focused on the evaluation and due diligence of direct credit investment opportunities on behalf of the firm’s SMAs and dedicated commingled vehicles. Mr. Schapiro began his career at Citigroup Global Markets. He received a B.B.A. with a concentration in Finance from Emory University’s Goizueta Business School.
Mr. Yates serves the White Oak ABL team as a Senior Associate. Previously, he served as a strategic consultant at General Electric, working across various industries in more than a dozen countries. His prior experience includes work in Sales & Trading at Wells Fargo. Mr. Yates received a B.S in Finance from Wake Forest University.
Mr. Felton serves White Oak U.K. as Head of Corporate Development, responsible for the structuring and execution of complex asset based lending transactions across the U.K. and Europe. Mr. Felton is an Associate of the Institute of Chartered Accounts in England and Wales. Prior to joining White Oak Mr. Felton acted as a financial services specialist for over six years at KPMG U.K. in roles across Corporate Finance M&A, Deal Advisory and Audit.
Mr. Putt serves as Vice President for White Oak Healthcare Finance. Mr. Putt’s primary roles include lead underwriter for the group’s ABL vertical, overseeing underwriting and portfolio management functions and responsibilities across multiple healthcare industries. Mr. Putt brings over 20 years of progressive healthcare experience, including multiple senior roles in workout and restructuring, portfolio management and audit with Capital One Healthcare and GE Capital Healthcare Financial Services. Mr. Putt received an M.B.A. and M.S. in Healthcare Administration from the University of Maryland and a B.A. in Finance/Accounting from the University of Pittsburgh.
Jeff Erhardt serves White Oak as Chief Investment Officer of White Oak Healthcare REIT 1, LLC, which is focused on investments in senior housing and skilled nursing facilities. He was previously a Co-Founder and Managing Director at Capital Healthcare Investments, LLC, an investment company focused on acquiring a portfolio of seniors housing and skilled nursing assets under NNN lease and JV structures. He successfully grew the Capital Healthcare portfolio to ~$300MM in assets over a two year period. Prior to that he was Managing Director at GE Capital Healthcare Financial Services where he primarily led the healthcare real estate equity business consisting of a $2.5B portfolio of healthcare real estate assets. Mr. Erhardt has over 17 years of healthcare investment experience.
Mr. Jeffrey Habicht serves White Oak as Director of Underwriting. He previously served Origami Capital Partners, Neuberger Berman Group’s Distressed Debt Team, and Piper Jaffray & Co. in its Healthcare Investment Banking Division. Mr. Habicht received a B.B.A. with distinction in Finance, Investments and Banking from the School of Business at the University of Wisconsin-Madison.
Mr. Livi serves White Oak Healthcare Finance as a Senior Analyst. He assists in the process of underwriting deals and portfolio management. Mr. Livi received his B.A in Finance from the Sy Syms School of Business at Yeshiva University.
John Brussard serves White Oak as an Assistant Vice President of White Oak Healthcare REIT, with primary responsibilities of sourcing and underwriting investment opportunities in the seniors housing real estate market. Previously, he was a member of the Capital Healthcare Investments, LLC (“CHI”) group that acquired and managed a $300MM portfolio of assets at the time of sale of CHI’s parent company, a publicly traded REIT. He began his career at PricewaterhouseCoopers, LLP as a Certified Public Accountant. John graduated from the University of Virginia’s McIntire School of Commerce with a B.S., concentrations in Finance and Accounting, and a B.A. in Economics. Mr. Brussard is a CFA charterholder.
John Smelter is the Senior Managing Director of White Oak Healthcare MOB REIT, with primary responsibilities for developing and implementing company strategy, deal sourcing, managing acquisitions, supervising the UPREIT platform, new business development, and building long-term client relationships. He joined White Oak in November 2020, adding to his 36 year real estate career where he has specialized in investment real estate brokerage, with a focus on healthcare real estate for the past 30 years.
Formerly with Marcus & Millichap for 22 years as a Senior Director of the Healthcare Real Estate Group, John consistently ranked in the top 1% to 10% of the 1,600 agents nationally and was the Number One Healthcare Real Estate Agent 95% of his tenure with the firm. John has had the longest tenure of any agent, regardless of firm affiliation, in investment sales in the healthcare real estate industry. He is considered to be the pioneer of investment sales of medical office buildings nationally with sales volume exceeding of several billion dollars in 21 states.
John was the No.1 MOB agent in the U.S. or the Western 11 states for over 20 years since 1990. His clients included major hospital systems, healthcare REITs, medical office developers, regional syndicators and private investors. John authored the National Medical Office Building Newsletter for over two decades as well as many featured articles in the Wall Street Journal, Healthcare Real Estate Insights, Globe Street, and National Real Estate Investor. John serves on the Editorial Board of Healthcare Real Estate Insights and formerly served on the board of BOMA Medical Office & Healthcare Conference. John is also a featured speaker at many conferences, including Real Share and Interface.
Prior to his real estate career, John was the Director of Sales of North America for General Instrument, a Fortune 500 Company. He has owned and operated two successful brokerage companies and was a partner of a regional brokerage company where he was a top 3 agent company-wide for 6 years. John received his Bachelor of Science in Business Administration and Marketing from the University of Arizona where he subsequently served on the U of A Alumni Association Board for over a decade.
John Merille serves as Director of Originations for White Oak Commercial Finance. Mr. Merille has more than 30 years of experience providing small and middle market companies with solutions to promote growth and improve cash flow. He began his finance career with Bankers Trust in New York in 1985, moving to the West Coast in 1990 to work for Bank of New York. Prior to joining White Oak in 2018, he led a team of specialists as a senior relationship manager at Bank of America Merrill Lynch. John is also active in the community. He has volunteered as a coach and referee for the American Youth Soccer Organization since 2010.
Mr. Setiabrata serves White Oak as Manager, Investor Relations, with primary responsibility for investor servicing, public relations and marketing. He previously served as a Fixed Income Analyst at J.P. Morgan, where he was a member of the client portfolio management team. Mr. Setiabrata holds a B.S. in Chemical Engineering from Yale University, where he graduated with Honors.
Joe joins White Oak as Chief Financial Manager. Prior to White Oak, Joe spent 19 years with GE Capital and at Synchrony Financial, a GE Capital spinoff where he held several senior finance leadership positions. He began his career at KPMG in the financial services practice based in CT. Joe graduated from Fordham University with an MBA in Finance.
Mr. Sforza serves White Oak Commercial Finance as a Managing Director of Risk Management where he oversees the national credit and collection departments while upholding the corporate credit policy. Prior to joining WOCF, he was the Director of Credit at Merchant Factors Corp. During his 30 years in the factoring and finance industry, Mr. Sforza has also handled debtor credit risk at GE Commercial Services and HSBC. Mr. Sforza attended Baruch College. He is the past chairman and president of the Progressive Credit Club.
Mr. Silipigni serves WOCF as a Director of Originations, with a primary responsibility for originating ABL and factoring opportunities. He has been with the company since 1995 in client management and originations for both factoring and ABL transactions. Previously, he worked for CIT Commercial Services and Barclays American Commercial in their factoring divisions as a credit officer. Mr. Silipigni attended Penn State University.
Joshua serves White Oak as a Vice President in Portfolio Management. Prior to joining White Oak, he worked at Spray Rock Capital evaluating equity and distressed credit transactions. Previously, he worked in sell side equity research and performed oil and gas property transactions. He holds a master’s degree in economics from Duke University and bachelor’s degrees in finance and economics from SMU.
Karla Peterson is a Managing Director of Acquisitions and Asset Management for White Oak Healthcare MOB REIT and is responsible for sourcing, underwriting and closing institutional quality medical office buildings as well as working with the asset management team to actively manage the White Oak MOB portfolio.
Karla started her career over 20 years ago commercial real estate development and moved into institutional commercial real estate equity asset management with MetLife touching on all asset classes including office, medical office, industrial, multi-family retail and hotels handling $100+ million portfolios across the U.S. She was responsible for several task forces and implementation of state-of-the-art platforms for the asset management team. Later, as a commercial real estate loan producer with MetLife, she was responsible for originating and closing loans from $20 million to over $100 million. Most recently, she was Executive Vice President producing bridge and permanent loans for an on-balance sheet specialty lender for all commercial real estate property types include medical office buildings. She has closed over $2 billion in loans during her career. In addition to her solid tenure with major institutions, such as MetLife, New York Life and Colony|Northstar, she worked as an advisor / consultant on behalf of her clients (including Dr. David Lynn) underwriting, acquiring and sourcing debt for medical office buildings, senior living, student housing, retail and hotels.
Karla holds an MBA degree from Southern Methodist University and a Bachelor of Fine Arts, also from Southern Methodist University. She is an active member and a past Director of CREW (Commercial Real Estate Women) Dallas and the CREW Network. In addition, she is a guest lecturer from time to time at SMU, University of Texas (Dallas) and North Texas University.
Ms. Moloney serves White Oak Healthcare Finance as an Associate. Prior to joining White Oak, she worked for Victura Consulting, LLC doing financial consulting specializing in federal government contracts. Ms. Moloney earned her B.S.B. from DePaul University in 2018.
Mr. Cox serves White Oak as Managing Director of Underwriting, with primary responsibility for structuring and underwriting new investment opportunities for White Oak’s private debt fund. He joined White Oak in May 2021. Mr. Cox has 20 years of asset-based lending and commercial finance experience, having served in various originations, relationship management, and underwriting roles throughout his career. Prior to joining White Oak, Mr. Cox was Managing Director and Western Region ABL Underwriting Manager at Wells Fargo Capital Finance, managing a team of underwriters focused on delivering financing solutions to middle-market and mid-corporate sponsor-backed, public, or privately owned companies across North America. During his tenure at Wells Fargo, Mr. Cox was also a senior relationship manager in the Syndicated Finance division and a business development officer with Wells Fargo Business Credit. He also previously served as a Vice President, relationship manager, in Bridge Bank’s Capital Finance lending group and as Vice President, underwriter, in Bay View Bank’s factoring division. He received a B.A. in political science from Harding University. Over the years he has been active in the CFA/SFNet, ACG, and TMA.
Mr. Berry serves White Oak as a Vice President, Portfolio Management, with primary responsibility for managing and servicing White Oak’s private debt investments. He also serves as a board member of DemKota Ranch Beef. Previously, Mr. Berry worked at Asenti Diligence Partners, a national consulting firm focused on providing quality of earnings reports to private equity firms, mezzanine debt providers, and cash flow lenders in North America and Europe. Mr. Berry received a B.S. in Accounting, Magna Cum Laude, from the University of Dayton. Mr. Berry has passed the Uniform CPA Examination and is currently a Certified Public Accountant. He also serves as a Board Member and Treasurer of the Northern California Commercial Finance Association (CFA).
Mr. Trujillo serves White Oak as a Senior Vice President specializing in healthcare real estate underwriting. He previously served Capital One Healthcare and GE Capital Healthcare Financial Services in similar capacities. Mr. Trujillo received a BBA in Finance from the University of Notre Dame and an MBA from Northwestern University’s Kellogg School of Management.
Mr. Landau serves White Oak as a Vice President, Portfolio Management, with primary responsibility of overseeing the team managing White Oak’s private debt portfolio investments and reporting to the Chief Credit Officer. Prior to joining White Oak in 2015, Kyle was at U.S Capital Advisors, LLC, where he covered public equities in the exploration and production industry as a sell-side research analyst. Mr. Landau started his career at Phillips 66 after he received a B.S. in Finance, Accounting, and Marketing from Kansas State University.
Ms. Franklin serves White Oak Commercial Finance as a Vice President of Underwriting in ABL and Factoring with a primary responsibility underwriting and servicing WOCF portfolio loans. Previously, she worked at GMAC Commercial Finance as a Team Leader in Client Accounting. Ms. Franklin received a B.S. in Finance from Seton Hall University.
Ms. Fang serves White Oak as Director of Treasury Operations, with primary responsibility for the firm’s treasury functions and managing all of the banking relationships for the firm. She previously worked at Rothstein, Kass & Company, LLP, Stadtler, Rosenbulm & Saris, and Shea, Labagh & Dobberstein. Ms. Fang holds a B.A. from San Francisco State University.
Ms. McLaughlan serves White Oak Global Advisors as Manager, Investor Relations. She has over 20 years of investment experience working with all types of institutional investors. At Wilshire Consulting, she served as the RFP Coordinator in the firm’s business development and marketing efforts. Prior to Wilshire, Ms. McLaughlan worked at Pathway Capital Management for over 10 years, in various marketing and business development roles. She also worked at Los Angeles County Employees Retirement Association in its investment office, overseeing LACERA’s private equity portfolio. Ms. McLaughlan received her B.A. in Economics from the University of Southern California.
MJ Bhuller serves White Oak Healthcare Finance as an Underwriting Senior Associate. Mr. Bhuller focuses on underwriting new credit investment opportunities across capital structure within all sectors of Healthcare as well as portfolio management of existing assets. He previously worked as an Associate at J.P. Morgan in Healthcare Investment Banking coverage where he worked on M&A, equity and debt transactions. Prior to that, he was a Management Consultant at Accenture within its Strategy practice. He earned his MBA from the University of Chicago, Booth School of Business and B.S. in Computer Science from University of California, Irvine.
Mrs. Springuel serves White Oak Equipment Finance as a Director of Underwriting, primarily responsible for underwriting and servicing new and existing portfolio leases and loans. She has over 20 years of experience in credit and risk management in the equipment leasing and leveraged finance fields. Prior to joining White Oak, Mrs. Springuel served as a Vice President of Credit at the large ticket equipment finance group at CIT Bank. Her previous roles include Director of Credit at NXT Capital, Vice President of Underwriting at GE Capital and at Merrill Lynch Capital. She received a B.A. in Finance and Marketing from University of Illinois, Chicago.
Mark Pilja is a Vice President of Originations for White Oak Global Advisors, LLC and responsible for originating new investment opportunities through direct calling. Prior to joining White Oak, Mr. Pilja was part of the loan originations team at Wells Fargo Capital Finance for 16 years, helping build the national direct originations effort and originating asset-based transactions across the west coast. Mr. Pilja received a B.A. in Economics from the University of Michigan at Ann Arbor.
Mark Cella joined White Oak in 2021 and is responsible for White Oak’s medical office real estate asset management, portfolio management and acquisition activities. Prior to joining White Oak, he was with Robert Lynn Investments in Dallas where he was responsible for asset management of their portfolio as well as sourcing and underwriting the firm’s acquisition opportunities. Previously, he was a finance and portfolio management professional at Colony Capital where he helped oversee their U.S. Industrial fund’s portfolio valuations, debt financing, investor relations and corporate model. Mr. Cella has also held real estate positions with CBRE and investment positions at Balyasny Asset Management and Voce Capital Management. He received his B.S. in Economics with Financial Applications from Southern Methodist University.
Mr. Efron serves White Oak Commercial Finance as a Managing Director of Portfolio Management focused on the Northeast region. He brings 20 years of commercial banking experience to the firm and previously served as Partner and SVP at Milberg Factors for 10 years. Mr. Efron has notable experience in textiles, apparel, and furniture industries in NY and North Carolina, as well as in Mexico. He holds his bachelor’s degree in accounting from the Universidad de Buenos Aires, and his MBA from Stanford University.
Michael joins White Oak Global Advisors as a Credit Analyst on the Portfolio Management team. He previously worked at Comerica Bank as a Credit Analyst, underwriting leveraged and syndicated loans for the Middle Market and Environmental Services groups. Mr. Boezio received his B.S. from Auburn University with a degree in Business Administration. He holds Series 7 and 63 FINRA Certifications and passed Level III of the CFA Exam in June 2018.
Michael Treiber serves White Oak as Managing Director, White Oak Healthcare Finance, with primary responsibility for sourcing and underwriting seniors housing and skilled nursing investments for White Oak Healthcare REIT, LLC. He was previously a Co-Founder at Capital Healthcare Investments, LLC where he helped build a $300 million portfolio of owned NNN-Lease and Joint Venture Healthcare Real Estate assets over the span of 2 years. Prior to that he was a Senior Vice President at GE Capital, where he underwrote and managed equity and debt healthcare investments for over a decade. Mr. Treiber has over 18 years of healthcare real estate investment experience. Mr. Treiber holds an B.B.A from James Madison University and an M.B.A from Georgetown University.
Mr. Albert joins White Oak Global Advisors as a Managing Director, and is primarily responsible for new business development. He has over 20 years of experience in the investment industry and held prior positions with Aware Asset Management, BMO Global Asset Management, and Oppenheimer Funds. He was responsible for developing relationships and new business. Mike also held positions at RBC Global Asset Management in institutional sales and as a senior corporate credit analyst/trader. His previous experience also includes structuring leveraged buyouts. In addition, Mike has also served on active duty in the U.S. Air Force and is currently a Lieutenant Colonel in the 934th Airlift Wing of the U.S. Air Force Reserves in Minneapolis. Mike earned a BS in Aeronautical Science from Embry-Riddle Aeronautical University and an MBA in Finance from The University of Iowa.
Mike has worked in the financial services industry for over 23 years, providing facilities primarily to consumer products businesses. He helped source and develop solutions for middle-market companies at CIT, Wells Fargo, and JPMorgan Chase. He has a BS in Civil Engineering from the University of Colorado, Boulder and an MBA in Finance from Pepperdine University.
Mr. Beckett serves White Oak Healthcare Finance as a Vice President with primary responsibility for underwriting and portfolio management. Mr. Beckett has over 18 years of experience in originating, underwriting and managing middle market debt and equity investments. Prior to joining White Oak, Mr. Beckett served as a Director at The Gladstone Companies and as an analyst in the Sponsorship and Underwriting group at MCG Capital Corporation. Mr. Beckett received an M.B.A. in Finance from Georgetown University and a B.S. in Accounting from Syracuse University. Mr. Beckett is a Certified Public Accountant.
Mr. Burke is a Director within White Oak’s Complex Credit Group, overseeing the fund’s more tactical credit investments. He previously held roles at both Ares Management and Medley Management, where he focused on credit investing and restructuring. Mr. Burke received a B.S. in Business Administration with a concentration in Finance from the University of Richmond.
Mr. Won serves as a Managing Director of White Oak Healthcare Finance with primary responsibility for new originations across all healthcare subsectors. Mr. Won has over 15 years of experience in investment banking and leverage finance primarily within the healthcare industry. Prior to joining White Oak, Mr. Won served as a Sponsor Coverage Banker at Cantor Fitzgerald, as a Senior Originator in High Yield Capital Markets at Societe Generale and various positions in the Leverage Finance Group at Jefferies. Mr. Won received an M.B.A. and B.S. in Finance from the Stern School of Business at New York University.
Michele Langenberg is the Vice President of Asset Management for White Oak Healthcare MOB REIT and is responsible for the active management and reporting of the portfolio’s performance. She joined White Oak in December 2020, adding to her over 15 year career in class A institutional commercial real estate asset management.
Prior to joining White Oak Healthcare MOB REIT, Ms. Langenberg spent 14 years in asset management with TIER REIT (NYSE: TIER) as a Vice President and Director of Sustainability. She has managed a $2 billion Class A office portfolio across the US, oversaw multiple $25 million redevelopment projects, as well as leasing and sales transactions in many markets. She has also served as the Managing Director of Asset Management for Provident Realty Advisors, a local premier developer based in Dallas, Texas, with a diverse portfolio of multi-family, value-add office, retail, land and development investments.
Michele holds a B.B.A in Finance from The University of Iowa and is pursuing a Masters of Arts degree from Southern Methodist University in Sustainability and Development. She is an active member and past board member of CREW Dallas.
Ms. Lewis serves White Oak as Director of Middle Office, with primary responsibility for the firm’s Middle Office and Trade Operations. Ms. Lewis has over 20 years of experience in accounting and operations. She previously served at SS&C Advent Software (SS&C) as a Principal Consultant working with many of the largest asset managers, hedge funds and fund administrators around the world. Prior to SS&C, she served at HSBC as a VP, Senior Market Risk Analyst. Ms. Lewis holds a B.A. in Economics from University of California, Berkeley.
Mike Cowherd is the Manager for Deal Sourcing and Off-Market Acquisitions for White Oak Healthcare MOB REIT, with primary responsibilities for sourcing, underwriting, and closing off-market medical office investments. He joined White Oak in November 2020, adding to his over 13 year career in healthcare commercial real estate.
Prior to joining White Oak Healthcare MOB REIT, Mr. Cowherd served as Manager, Leasing and Asset Management for Healthcare Trust of America (NYSE: HTA), managing their Colorado medical office building assets, including approximately $266M of class A and B properties (607k RSF). As Development Manager at Lendlease (ASX: LLC), he contracted new hospital clients for investment and development opportunities with a focus on acquisitions, dispositions, market financial analysis, development, and construction management. During his time as a Lease Portfolio Manager at Texas Health Resources, the largest hospital system in Dallas-Fort Worth, he oversaw and negotiated all off-campus leasing activity, tenant improvement build-out, and day-to-day real estate operations for the system. Mr. Cowherd has also worked in various roles in Tenant Representation and Business Development at Caddis Partners as well as CRESA Partners
Mike holds a Master’s degree in both Real Estate & Finance from Southern Methodist University, Cox School of Business. Mike was a member of the Cox MBA Real Estate Club while at SMU; he also holds a Bachelor’s degree in Economics from the University of Texas at Austin, where he played on the lacrosse team throughout his undergraduate years. He is also a volunteer with Big Brothers Big Sisters.
Mr. Giles serves White Oak as Managing Director of Originations and is responsible for identifying and executing new investment opportunities for the firm’s private debt funds. Prior to White Oak, Mr. Giles ran his own business development consultancy and previously served in key leadership positions at several rapidly growing companies. He began his career at Summit Partners, a venture capital and growth equity firm based in Boston. Mr. Giles graduated from Dartmouth College, where he received a B.A. in Government.
Mr. Tsung serves White Oak Health Care Finance as an Associate based in the Chicago office. Nathan previously worked for Capital One, specializing in healthcare real estate. Nathan earned his BBA in Finance from the University of Michigan in 2016.
Mr. Islam is a Vice President of Underwriting at White Oak. Previously, he served as an Investment Banking Analyst at Duff & Phelps Securities, LLC. Mr. Islam received a B.A. in Political Economics, and a certificate in Markets and Management Studies from Duke University in 2016. He holds the Series 62, 63 and 79.
Mr. Stevenson serves White Oak Global Advisors, LLC as a Senior Credit Analyst on the Portfolio Management Team. Prior to joining White Oak, Oscar worked at KPMG as an Assurance Associate. Oscar graduated from the University of Oregon, Summa Cum Laude with a degree in Business.
Mr. Gerard is a Director on the White Oak Client Solutions team. Prior to joining White Oak, he was a Vice President at BlackRock where he was a member of the Institutional Client Business group focused on new business proposals, data management, and consultant relations. Mr. Gerard holds a B.A. in International Studies, with a focus in History and Japanese, from Middlebury College. Mr. Gerard has also earned the Chartered Alternative Investment Analyst designation.
Paul Nevala serves White Oak as Managing Director, White Oak Healthcare Finance, with primary responsibility for sourcing and underwriting seniors housing and skilled nursing investments for White Oak Healthcare REIT, LLC. He was previously a Co-Founder at Capital Healthcare Investments, LLC, where he helped build a $300 million portfolio of owned triple-net lease and joint venture healthcare real estate assets over the span of 2 years. Prior to that he was a Senior Vice President at GE Capital. As a member of the Investment Research Group at GE Capital, Paul covered the long term care sector and provided insight and outlook on reimbursement, regulatory, and other issues affecting debt and equity transactions in the sector. Paul began his career as a nursing facility administrator with National HealthCare Corporation and has over 20 years of healthcare experience. Mr. Nevala holds a BBA in Long Term Care Administration and Accounting from Southern College and a MBA in Finance from the University of Maryland.
Mr. Neal is a Director of Underwriting for White Oak ABL with primary responsibility for underwriting and servicing portfolio investments for White Oak’s private debt funds. He previously served at Lampert Debt Advisors, a boutique investment bank where he focused on evaluating, structuring and executing middle market debt financing transactions and began his career at Deloitte & Touche, LLP. Mr. Neal received a B.S. in Business Administration with concentrations in Finance and Accounting and a Master of Accountancy from Kansas State University.
Mr. Chabbewal is a Vice President of Underwriting for White Oak and is responsible for assisting in the underwriting and servicing portfolio investments for White Oak’s private debt funds. Mr. Chabbewal joined White Oak in August of 2012. Previously, he was an Investment Banking Analyst at Moelis & Company, where he focused on executing M&A, equity and debt transactions across a variety of sectors. Mr. Chabbewal received his B.S. in Finance from the Kelley School of Business at Indiana University of Bloomington.
Mr. Lampack joins White Oak Healthcare Finance as Senior Vice President of Operations and Accounting based in the New York office. Prior to joining White Oak, Mr. Lampack was a founding member of EverBank Business Credit and its predecessor entity HVB Capital Credit, responsible for all finance, operations, loan support and administrative functions. Mr. Lampack previously held similar roles with several specialty industry groups of Wells Fargo Capital Finance and was the Product Controller/CFP for Wachovia Capital Finance/Congress Financial. Mr. Lampack has held various front and back office positions in the commercial finance industry with A.J. Armstrong, Security Pacific Business Credit, Heller Financial and FINOVA Capital. Rick has an M.B.A. in Finance from Pace University in New York and his undergraduate business degree from Bryant University in Rhode Island.
Richard McMahon serves White Oak Healthcare Finance as Assistant Vice President with primary responsibility for underwriting and portfolio management of Cash Flow and ABL transactions. Prior to joining White Oak, Mr. McMahon served as Vice President in the Healthcare Finance division of Wells Fargo Capital Finance, where he was responsible for underwriting and originating senior secured debt opportunities across multiple healthcare subsectors. He previously worked at PNC Financial Services Group where he also completed a rotational leadership program. Mr. McMahon received a B.A. in Economics from George Mason University.
Mr. Petrucci serves White Oak Equipment Finance as Managing Director. He has approximately 30 years of experience in equipment leasing and the leveraged finance credit space. He was part of Heller Financial’s equipment finance group until GE Capital’s acquisition of Heller in 2001. He was part of a team which started RBS Asset Finance in 2002 and then part of a team which started NXT Capital’s equipment finance business in 2013.He was also a credit officer in the technology vendor finance business at Bank of the West and began his career at bank in Miami in 1989 where he focused on investments in and restructuring of high yield corporate bonds and broadly syndicated loans. Mr. Petrucci earned his M.B.A. from Rollins College in Winter Park, FL.
Mr. Friedman serves as a Portfolio Manager and Operations Specialist for White Oak’s Fixed Income Group. He previously served on the sell side for Morgan Stanley and JP Morgan Chase in market segments including High Yield, Muni and Corporate debt and well as Alternative Investments and SMAs. Mr. Friedman received his B.A. from the University of California, Berkeley as well as an M.B.A. with a Finance emphasis from San Francisco State University.
Mr. Baxter is an Associate within Underwriting at White Oak. Previously, he served as an Analyst at Mizuho Bank and at Houlihan Lokey. Mr. Baxter received a B.S. in Business Administration and a minor in Mathematics from the University of Southern California in 2016. He holds the Series 63 and 79.
Robert Mocerino serves as Senior Vice President, Managing Director for White Oak Commercial Finance and is responsible for originating and developing opportunities in the areas of staffing and government contracting finance. A specialist in both industries, he ran his own accounts receivable management company for 18 years and most recently served as a Managing Director at Sterling National Bank where he developed new opportunities within payroll finance, factoring and asset-based lending. He sits on the board of directors for the NY and Massachusetts Staffing Association and is an active member of the American Staffing Association and California Staffing Professionals Association.
Mr. Buck serves White Oak as Managing Director of Underwriting, with primary responsibility for underwriting new investment opportunities for White Oak’s private debt fund. Mr. Buck has nearly 30 years of credit, investment management, special situations investing, and private lending experience. Previously, Mr. Buck was a Managing Partner and Co-Founder of Corsair Partners, LLC, a manager of several special situations and direct lending funds. He also served as a Vice President in Chase Manhattan Banks middle market leveraged lending group and its corporate loan restructuring department. He received an M.B.A. from the Wharton School at the University of Pennsylvania and a B.A. in Finance from the University of Massachusetts at Amherst.
Mr. Power serves White Oak Commercial Finance as an Underwriting Associate. He previously served at Berkeley Research Group as a summer associate in the Valuation group. Mr. Power received B.B.A. from the University of Miami, majoring in Economics with dual minors in Finance and International Business.
Mr. Armstrong serves White Oak Healthcare Finance as an Assistant Vice President of Portfolio Analysis and Reporting. His primary duties include gathering, consolidating and analyzing portfolio data for use by Portfolio Management and Underwriting team members. Additional responsibilities include working with the Healthcare IT team to drive data consistency, digitize reporting tools, expand upon management dashboards and develop predictive analytics to mitigate credit risks. Prior to joining White Oak, he worked as a Senior Finance Analyst at Booz Allen Hamilton in the Finance Planning and Analysis organization with a focus on executive reporting and analytics. His previous roles include Assistant Controller at Rockwell Collins and Director of Finance and Operations at CACI. Mr. Armstrong received a B.S in Finance from Marymount University.
Mr. Hickey serves White Oak Healthcare Finance as an Vice President. He previously helped establish a Sponsor Healthcare vertical at Webster Bank. Prior to that, he worked at Antares Capital L.P. and GE Capital Healthcare Financial Services providing debt financing and investing equity in leveraged buyout transactions. Mr. Hickey received a B.A. from The University of North Carolina at Chapel Hill in Economics and Romance Languages.
Ms. Harvey, Managing Director, WOHCP is responsible for the oversight of loan servicing and asset management for the White Oak Healthcare Partners, LLC FHA team. Prior to joining White Oak Shelly was the Director of Mortgage Servicing at Lancaster Pollard Mortgage Company where she grew with the company from 2001 to 2018. Shelly was directly responsible for growth and oversight of loan servicing operations that included a variety of product types: FHA, Ginnie Mae, Fannie Mae, USDA, and balance sheet loans. Responsibilities included investor accounting, investor reporting, tax and insurance escrow administration and client relationships. Shelly’s strengths are in the Ginnie Mae, FHA Multifamily, FHA 232, and FHA 242 programs, including construction lending in each asset class. She has worked extensively with industry peers, Ginnie Mae and FHA leadership on policy and loan servicing issues. Since 2003 and as chair in 2014, Shelly serves as a member on the Mortgage Bankers Association FHA Servicers Subcommittee. She holds a B.S. in Business Administration from Ohio State University.
Shernel Jean-Pierre serves White Oak Commercial Finance as a Senior Analyst in Credit Services with primary responsibility for assessing the credit worthiness of wholesale and retail businesses. Ms. Jean-Pierre received a B.S in Business Administration and Marketing from Long Island University, where she graduated with honors.
SN has 25 years of experience working on a broad range of Corporate Finance Transactions. SN spent 14 years at Wells Fargo Capital Finance working on asset-based and cash flow loans with split-lien and unitranche structures. During this period, SN executed over 70 transactions with aggregate commitments in excess of $4 billion. Prior to Wells Fargo Capital Finance, he worked in the Mergers and Acquisitions Department at Wachovia Corp and Ernst & Young. SN graduated from the University of Notre Dame with a BA in Accounting.
Ms. Marville serves White Oak Commercial Finance as an analyst of Risk Management, with primary responsibility for servicing and managing portfolio account risk. Prior to joining WOCF, she was a senior loan operations analyst at Bank Leumi. Ms. Marville has previously worked as a collateral and credit analyst at Healthcare Finance Group (HFG), Webster Bank, and the CIT Group. She holds an A.S. in Business Administration from Medgar Evers College.
Mr. Hui serves White Oak Global Advisors, LLC as a Senior Associate on the Underwriting Team. Prior to joining White Oak, Spencer was an Associate at THL Credit, the credit affiliate of Thomas H. Lee Partners. As a member of the investment team, Spencer was responsible for evaluating new investment opportunities, executing transitions and managing portfolio investments. Prior to THL Credit, Spencer worked at Colony Capital and Credit Suisse specializing in debt and equity transactions covering a variety of sectors. Spencer earned his B.A. in Economics with a minor in Film, Television and Digital Media from the University of California, Los Angeles.
Mr. Redlich serves White Oak as Vice President, White Oak Healthcare Finance. He previously served at CNH Finance, Midcap Financial, Novogradac & Company and Ernst & Young. Mr. Redlich’s expertise is in underwriting senior secured loans across multiple industries. He holds an M.B.A. from the University of Maryland and a B.S. in Civil Engineering from the University of Pennsylvania.
Mr. Dumont serves White Oak Credit Services as Chief Technology Officer primarily focused on developing and managing technologies for both WOCF clients and staff. He has spent the last 25 years in technology management across various industries including government, retail and financial services. Mr. Dumont received several professional certifications in multiple disciplines such as from Microsoft, AT&T, VMware.
Mr. Han serves White Oak Commercial Finance as a Director of Underwriting, primarily responsible for underwriting and servicing new and existing portfolio loans. Prior to joining White Oak, Mr. Han served as Assistant Vice President and Account Executive at Finance One focusing on commercial loans for small and middle-market enterprises. He received a B.A. in Political Economy from the University of California, Berkeley.
Ms. Derenze serves White Oak Commercial Finance as a Senior Analyst in credit services with primary responsibility for assessing the credit worthiness of wholesale and retail businesses. Ms. Derenze has been with the company for almost 20 years, and has held numerous positions within credit services. Ms. Derenze received an A.S. in Finance from LaGuardia College.
Ms. Chan serves White Oak Commercial Finance as a Vice President of Underwriting in ABL and Factoring with primary responsibility managing Trade Finance transactions and servicing WOCF portfolio clients. Ms. Chan has over ten years of experience in trade finance and underwriting services. She is fluent in both English and Cantonese. Ms. Chan holds a B.B.A in Finance from Baruch College.
Mr. Affolter has over 20 years of debt and equity investment experience in a variety of roles. Prior to White Oak, Tom spent time at Goldman Sachs’ Specialty Lending Group in Chicago. Prior to Goldman Sachs, Affolter was a partner at Victory Park Capital Advisors, and has served in various positions at CIT and GE Capital (separately via GE’s acquisitions of both Antares Capital and Heller Financial). Over his career, Tom has focused on middle market secured lending opportunities for leveraged buyouts, refinancings, recapitalizations and turnarounds in both private equity sponsored and non-sponsored transactions. Tom has a BS in Accounting from Marquette University and an MBA from the Kellogg School of Management at Northwestern University.
Mr. Case serves as a Director of White Oak Healthcare Finance with primary responsibility for new originations across a variety of healthcare subsectors. Mr. Case has over 13 years of experience within healthcare leveraged finance, including roles in sponsor coverage, loan originations, and underwriting and has mostly focused on corporate finance and sponsor transactions. Prior to joining White Oak, Mr. Case was a member of the healthcare teams at CIT Group and Citizens Financial Group. Mr. Case received a B.S in Finance from the Carroll School of Management at Boston College.
Mr. Biggs joins White Oak Global Advisors as a Senior Associate on the Portfolio Management team. Mr. Biggs joined White Oak from Square 1 Bank, where he was responsible for underwriting and monitoring a portfolio of venture-backed technology companies. Mr. Biggs received his B.A. in Economics from The University of Texas at Austin. Mr. Biggs is a 2019 Level II CFA candidate.
Ms. Shih serves as an Assistant Vice President for White Oak Trade Finance and is responsible for assisting in the underwriting, execution and monitoring of portfolio investments. Prior to White Oak Trade Finance, Ms. Shih served as a Senior Analyst for Prudential Private Capital, where she helped originate, execute, and manage privately placed debt, mezzanine, and equity investments in the Western United States. Ms. Shih received a B.A in Public Health and B.S in Business Administration from the University of California Berkeley Haas School of Business.
Ms. Wyche joins White Oak Global Advisors, LLC as a Senior Associate on the Marketing Team. Prior to joining White Oak, Ms. Wyche was with Menlo Equities (a Silicon Valley-based private equity real estate fund) where she was responsible for fundraising and general LP engagement. She began her career at Preqin, where she fostered relationships with clients in the private capital space. She holds a MSc in Finance from Villanova University and a BSBA in Finance with minors in Chinese Language and Agricultural & Natural Resource Law from the University of Florida.
Mr. Reagan serves White Oak Commercial Finance as a Managing Director of Underwriting in Lender Finance. He is responsible for underwriting, sourcing, structuring, and managing lender finance and ABL transactions. Prior to joining White Oak, Mr. Reagan held multiple commercial banking and investment management roles. He has over 15 years of experience in credit and investments, most recently as an Investment Manager for a boutique advisory firm in the Atlanta area and prior to that as an SVP and Regional Credit Officer with State Bank and Trust Company. During his career, he has held positions in Originations, Portfolio Management, Underwriting and Credit Management. Mr. Reagan has extensive experience with deep involvement in underwriting and investing in lender finance transactions, structured credit, corporate credit and ABS. He is a CFA charterholder and holds an MBA from the University of Georgia.
Mr. Johnston serves White Oak as a Vice President on the Portfolio Management team, with primary responsibility for managing and servicing White Oak’s private debt portfolio investments. He previously worked at Praesidian Capital, a private investment firm focused on providing debt and equity capital to lower middle market businesses in the U.S., U.K., and Germany. Mr. Johnston started his career with the loan syndications group at PNC Capital Markets, LLC. Mr. Johnston received his B.B.A in Finance with a second major in Spanish from the University of Notre Dame.
Bill Kearney is Managing Director and a Business Development Officer of White Oak Commercial Finance, LLC. Mr. Kearney is responsible for originating transactions throughout the Southeast region and directs the firm’s newly established national retail strategy. He brings thirty-plus years of experience to the firm with expertise in asset-based and cash flow lending. Mr. Kearney was most recently with Encina Business Credit where he served as a Senior Managing Director. Prior to joining Encina, he held positions at CIT Group, Wachovia, Deutsche Financial and Bank Boston where he originated both senior and junior capital opportunities.
Mr. Ezzo serves White Oak Commercial Finance as a Director of Originations in ABL and Factoring. He has in excess of 40 years of diversified experience in secured lending and commercial credit including 23 years with CIT. Mr. Ezzo received a B.A. from Queens College and an M.B.A. from Bernard Baruch College.
Mr. Coyle serves White Oak Commercial Finance as a Director of Underwriting, with primary responsibility for assessing the credit worthiness of wholesale and retail businesses. Prior to joining White Oak, he served at Liz Claiborne Inc. in the credit department as a Senior Credit Analyst. Mr. Coyle received a B.S. from St. Thomas Aquinas College.
Mr. Xu serves White Oak Healthcare Finance as a Senior Analyst. His primary responsibilities include supporting senior team members in both monitoring portfolio loans and underwriting new transactions. Prior to joining full time, Mr. Xu interned with White Oak Healthcare Finance in 2019. Mr. Xu received a B.S. in Statistics and B.A. in Economics from the University of North Carolina at Chapel Hill.