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 Committe in 2014 and currently serves as Co-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 Co-President 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 Credit Officer of White Oak Global Advisors. He has 35 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 help 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.
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. Ray serves White Oak as General Counsel with primary responsibility for firm legal matters and previously also served as its Chief Compliance Officer with responsibility for compliance matters. Mr. Ray was previously the General Counsel of Greywolf Capital and had also served as its Chief Compliance Officer. Prior to joining Greywolf Capital, Mr. Ray was Associate General Counsel of GSC Group, where he focused on transaction management and legal affairs. Mr. Ray previously practiced at Schulte Roth & Zabel LLP and Dechert LLP, and began his legal career as a corporate associate at Cravath, Swaine & Moore LLP. Mr. Ray graduated cum laude from the University of Pennsylvania as a University Scholar with a B.A. degree in Physics and Mathematics and graduated from Columbia University as a Harlan Fiske Stone Scholar with a J.D. degree. Mr. Ray is licensed to practice law in New York.
Mr. Beatty serves as White Oak’s Chief Compliance Officer and Deputy General Counsel. In this role, he is responsible for White Oak’s compliance program and for providing legal services and advice to White Oak’s executive officers and employees throughout the organization. Mr. Beatty has over 16 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. 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.
Mr. Niemie serves White Oak as Chief Risk Officer. Mr. Niemie has over 35 years of institutional investment industry experience. For the past 15 years, Mr. Niemie has successfully served as the Chief Investment Officer for the New York State Nurses Association Pension Plan (NYSNA). Prior to joining NYSNA in 2000, Mr. Niemie was President and CIO of Commerce Capital Management. Mr. Niemie has served as the CIO for a large public fund, corporate plan and multi-employer plan. Throughout his investment career he has served institutions as an Equity Portfolio Manager, Investment Banker specializing in merger/acquisition and valuation of private companies, Director of Research and Trading, as well as a Research Analyst covering the financial sector. Mr. Niemie received his B.A. from William Jessup University.
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. Finnigan serves White Oak as a Managing Director and Co-Head of Underwriting with primary responsibility for underwriting new investment opportunities for White Oak’s private debt fund. He previously served at McNamee Lawrence & Company, a boutique investment bank. Mr. Finnigan received a B.A. in Economics from Dartmouth.
Mr. Barrett serves White Oak as Managing Director of Marketing, primarily responsible for new business development. He has over 20 years of industry experience including capital formation, capital introduction, and entrepreneurial start-ups. Prior to joining White Oak he was a Managing Director and the Global Head of Client Relations and Business Development for ZAIS Group LLC. Prior to ZAIS he was a Managing Director and a senior member of Dyal Capital Partners where he co-headed Dyal’s Business Services platform. Previously, he was a senior member of Barclays Capital Prime Services Group from 2008 to 2012. During his tenure at Barclays he was Global Head of the Capital Solutions Group and subsequently responsible for key account coverage. He holds a B.A. from Franklin and Marshall College in English and Philosophy and an M.B.A., Finance and International Marketing from Fordham University.
Mr. Pheloung serves White Oak as Managing Director of Marketing, with primary responsibility for new business development. He previously served at Deutsche Bank as head of foundation and endowment business development. Mr. Pheloung has over 25 years of sales and trading experience in New York and Australia, including at Macquarie Bank, Oppenheimer Co. and EF Hutton. He holds a Bachelor of Business from the University of Technology in Sydney.
Mr. Ahrens serves White Oak as Managing Director of Marketing, 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 Marketing. 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. Cutter joins White Oak as Managing Director, responsible for overseeing the Investor Relations team. Ms. Cutter has 20 years of experience in the investment industry and has 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.
Ms. Rha joins White Oak as Compliance Manager and Senior Counsel, responsible for managing compliance and legal matters 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 Director of Human Resources and is responsible for managing the firm’s global human resources team, overseeing compensation, 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 a Managing Director in the Risk Management group. 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 Accounts 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 Managing Director and Partner, 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 White Oak as Managing Director, 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 serves White Oak as Managing Director, White Oak Healthcare Finance with primary responsibility for leading all healthcare origination and capital markets activity. Mr. Eldridge has been focused on healthcare since 2004 and has originated, structured, and executed over $30 billion in deal proceeds during his career. Mr. Eldridge has invested across the capital structure in all subsectors of healthcare. Prior to joining White Oak, Mr. Eldridge led healthcare sponsor coverage for Citizens Financial Group. He previously served in healthcare leveraged finance 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. 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. Rogers is the President & CEO of White Oak Business Capital. Mr. Kwesi has more than 25 years of government contracting lending experience. Committed to giving back to the business community, Mr. Kwesi serves as Chairman of the Small and Emerging Contractors Advisory Forum (SECAF). He sits on the board of directors of the Montgomery County Chamber of Commerce (MCCC) and the Fairfax County Chamber of Commerce (FCCC). He is also active in numerous professional organizations, including the International Factoring Association (IFA) and the Commercial Finance Association. Mr. Kwesi holds an M.B.A. from George Mason University and a B.A. from the University of the District of Columbia.
Ms. Pierre-Louis serves White Oak Business Capital as Chief Operating and Credit Officer. Ms. Pierre-Louis has over 20 years of experience in asset based lending, commercial finance, corporate banking and business banking. Prior to joining White Oak Business Capital, she worked at HSBC in corporate banking managing a $900 million asset based lending portfolio of National and International Fortune 500, Fortune 100 and large corporate companies. At HSBC, Ms. Pierre-Louis served as Co-Chair of the Women’s Network and was selected as the 2011 Diversity Ambassador. Previously, she was Vice President of the PTA Board for her children’s elementary school and a board member of the Prince Georges County Chamber of Commerce. Ms. Pierre-Louis holds a B.A. in economics and government from Smith College.
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 New York Society of Financial Analysts and 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.
Mr. Alderson has served as Managing Director of White Oak U.K. since 2018, having previously held the same position at leading U.K.-based business finance providers, LDF Group since 2012. 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. A 30+ year veteran of the leasing and business lending industry, Mr. Alderson has held various senior level positions across the globe, at financial firms including Kleinwort Benson, Dresdner Kleinwort, Commonwealth Bank of Australia and Investec. Mr. Alderson also serves as a Director on the board of the Leasing Foundation, a U.K.-based foundation committed to personal and professional development, with a focus on driving positive change in the U.K. finance industry. Mr. Alderson holds a bachelor’s degree in Economics and Statistics from the University of York.
Mr. Brereton has served White Oak U.K. as Director of Finance since 2018, having previously held the same position at leading U.K.-based business finance providers, LDF Group since 1998. 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. Brereton has responsibility for the wider Finance Team, alongside internal support functions including, Payouts, Collections and Customer Services. Prior to this, Mr. Brereton has held other senior positions as both, Head of Sales Support and Financial Controller at LDF Group. Mr. Brereton is an ACCA-qualified accountant.
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. Ross has served White Oak U.K. as Director of Industry Development since 2018, having previously held the same position at leading U.K.-based business finance providers, LDF Group since 2017. 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. Ross has direct responsibility for the generation of new industry and market opportunities with a specific focus on significant revenue generation. Prior to this, Mr. Ross has held other senior positions within financial services spanning 40-years. He was also founder and Managing Director of Scotland-based, First Independent Finance for 18 years prior to its acquisition by LDF Group in 2015. Mr. Ross holds an M.B.A. from Strathclyde University.
Mr. Corcoran has served White Oak U.K. as Chief Technology Officer (CTO) since 2018, having previously held the same position at leading U.K.-based business finance providers, LDF Group since 2016. 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. Corcoran has responsibility for the overall technology function including, IT Infrastructure, Development, Quality Assurance, Data and MI/BI functions. Prior to this, Mr. Corcoran has held other senior management positions within both financial services and oil and gas industries both in the U.K. and United States, with Think Money Group and Kalibrate respectively.
Ms. Applewhite has served White Oak U.K. as Director of Operations since 2018, having previously held the same position at leading U.K.-based business finance providers, LDF Group since 2006. 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, Ms. Applewhite has overall responsibility for Marketing, Projects, Facilities and Administration, with primary responsibility for Compliance, AML and Legal functions. Prior to this, Ms. Applewhite has held other senior positions within LDF Group, based predominantly on business improvement, with previous roles also held at consumer funding provider MBNA.
Mr. Brandano is a Vice President 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 serves White Oak Global Advisors as an Analyst on the Originations team. Mr. Papesch is responsible for supporting the Originations team with preliminary diligence and analysis on potential investment opportunities for White Oak’s private debt funds. Prior to joining White Oak, 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.
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.
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. 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. Montiel serves as 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. Scott serves White Oak as Managing Director of Originations, with primary responsibility for origination and underwriting new investment opportunities for White Oak’s private debt funds. Mr. Scott has over 20 years of investment experience as a principal in the private equity, private debt, special situations, and distressed markets globally. Mr. Scott started his career in the leveraged buyout group of Drexel Burnham Lambert and then became a founding principal at the Apollo Investment Fund in New York. Mr. Scott was also a founding partner of the Baker Communications Fund a multi-billion communications focused private equity fund. Mr. Scott originated and managed the firm’s two most successful portfolio company investments – both of which have become multi-billion dollar, publicly traded enterprises: Akamai Technologies (NASDAQ:AKAM) and Interxion (NASDAQ: INXN). Mr. Scott was also a managing director at Contrarian Capital a global leader in distressed investing leading their private equity and control debt investment effort. While at Contrarian, Mr. sat on the board and led the operational repositioning of Safety-Kleen – a large U.S. refiner – prior to its sale to Clean Harbors.
Mr. Scott has substantial experience investing in natural resources and has taken operating roles on behalf of Glencore AG and certain credit hedge funds leading the operational restructuring and strategic repositioning of a variety of metals and mining, steel and energy assets. Most recently Mr. Scott was the Head of Special Situations for Napier Park Global in New York and served as the Chief Investment Officer of a Geneva based energy trading firm leading their asset acquisition and integration strategy in the United States. Mr. Scott holds a B.A. from Columbia University in History and received an M.B.A. from the Harvard Business School with Second Year Honors.
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. 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.
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. LeClair serves White Oak Commercial Finance as a Director of Originations, primarily responsible for underwriting and originating ABL and Factoring opportunities. Mr. LeClair joined the company with over 30 years of ABL and cash flow lending experience in the financial services industry. Prior to joining WOCF, he worked at Bank Leumi USA, HSBC Bank USA and Sterling National Bank as a portfolio manager for companies in a wide array of industries, including distributors, wholesalers, importers and manufacturers. Mr. LeClair holds and an M.B.A in Corporate Finance from Wagner College and a B.S. of Administration from St. Francis College.
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.
As Managing Director of Origination for White Oak, Mr. Grossman is responsible for originating and underwriting new investment opportunities for White Oak’s private debt funds. He has nearly 20 years of experience in alternative finance and venture banking, including originating, underwriting, credit, and portfolio management. Mr. Grossman previously served as Managing Director and co-founder of the Later Stage / Lower Middle Market group at Hercules Technology Growth Capital. He has also managed deal teams in Colorado and Arizona, providing venture debt, asset based lending, and other banking products, as a Senior Vice President for Silicon Valley Bank, and provided asset based lending at BFI, Fremont, and National Bank of Canada. Mr. holds an M.B.A. from Northern Arizona University, and a B.A. in Business Economics at the University of California at Santa Barbara. He is a member of the Board of Advisors for Agility Leasing, and a member of the Association for Corporate Growth and the National Venture Capital Association. He also serves on the Board of Advisors for the Duncan Family Branch.
Mr. Kemppainen serves White Oak Global Advisors as an Analyst on the Originations team. Prior to joining White Oak, Mr. Kemppainen served as an Account Manager at eShares, Inc., as well as held internships at London Venture Partners, Harvard Management Company, and MFS Investment Management. Mr. Kemppainen received a B.S. in International Business with a concentration in Finance from the D’Amore-McKim School of Business at Northeastern University.
Ms. Meng serves White Oak Commercial Finance as Vice President of Originations primarily responsible for originating new portfolio opportunities in ABL and Factoring. Previously, she served at Bank of America Merrill Lynch corporate and investment banking division. Ms. Meng began her career at Deloitte & Touche, where she provided audit, valuation and consulting services to private equity and hedge funds. She holds an M.S. in Financial Accounting from CUNY and a B.S. in both Accounting and Operations Management from Purdue University.
Mr. Sulpizio serves White Oak Commercial Finance as a Managing Director of Originations with primary responsibility of originating ABL and Factoring opportunities. Mr. Sulpizio has been in the finance industry for 40 plus years and has served in various capacities including regional manager of Congress Talcott Factors. Mr. Sulpizio graduated from Lycoming College with a B.S. degree in business administration.
Mr. Sarago is a Managing Director of Originations for White Oak Global Advisors, LLC, responsible for originating and underwriting new investment opportunities for White Oak’s private debt funds. Mr. Sarago has over 12 years of experience in alternative debt investments, spanning all functional responsibilities including credit, underwriting, portfolio management and origination. Prior to joining White Oak, Mr. Sarago was a Senior Director at ICON Investments, where he structured and executed transactions for both public and private companies across multiple sectors, such as chemicals, energy, transportation, and manufacturing. He was previously a Vice President of Citigroup’s Corporate M&A and Strategy Group, and began his career with American Corporate Services, a boutique investment bank. Mr. Sarago is a member of the Association of Corporate Growth and Turnaround Management Association and holds a B.S. in Finance from SUNY at Buffalo, New York.
Mr. Won serves as a Senior 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 and has originated, structured and executed over $30 billion in debt financing proceeds during his career. 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.
Mr. Zone serves White Oak as a Director of White Oak Healthcare Finance with primary responsibility for new originations across specialized healthcare subsectors. Mr. Zone has over 18 years of experience in corporate finance, including 12 years focused exclusively in healthcare lending. Mr. Zone has held a broad range of roles where he has developed deep expertise in the origination, structuring, underwriting, and management of various loan products across the capital structure. Prior to joining White Oak, Mr. Zone served as a Senior Vice President in healthcare leveraged finance at GE Capital Healthcare Financial Services, and as a Senior Investment Analyst in the corporate finance group at John Hancock Financial Services. Mr. Zone received an M.B.A. in Finance from Georgetown University and a B.S. in Business Administration from Penn State University.
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.