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 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 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. Beatty serves as White Oak’s Chief Compliance Officer and 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 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.
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 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. Chan serves White Oak as Managing Director, White Oak Trade Finance, with primary responsibility for originating, analyzing and structuring trade finance and term loan opportunities across select markets.
Mr. Chan has extensive experience across both commodities and structured credit. Prior to joining White Oak Trade Finance, Mr. Chan served as a Senior Trader with MET commodities and the Noble Group in their global physical and derivative oil books. Prior to this, Mr. Chan served as Structured Credit Portfolio Manager with Cheyne Capital Management and BlackRock and as an associate 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. 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. Noble serves as Chief Executive Officer of White Oak Business Capital. He is an experienced executive with over 25 years in corporate banking, asset based lending, non-bank specialty finance and fintech. Mr. Noble served in prior executive leadership positions at Wells Fargo, Capital One and Interface Financial Group. He holds a B.S. in finance from the University of Maryland.
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. Odhav serves White Oak as an 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.
Ms. Reintjes serves White Oak as an Associate, Portfolio Management, with primary responsibility for managing and servicing White Oak’s private debt portfolio investments. She previously served PNC Financial Services Group, where she was a sales and trading analyst on the foreign exchange desk. Ms. Reintjes started her career in PNC’s credit training program focusing on institutional clients in the healthcare and public finance space. Ms. Reintjes received a B.A. in Economics from Wake Forest University, where she graduated cum laude.
Mr. Fuller joins White Oak as an Analyst, Portfolio Management team, reporting to Kyle Landau. He previously served at Silicon Valley Bank performing 409a valuation work for venture backed technology companies. Mr. Fuller received a B.B.A. in Finance and Real Estate from The University of Georgia.
Mr. Homrich is an Associate in White Oak’s Special Situations group, where he focuses on the underwriting, execution and management of investments in companies pursuing a financial and/or operational restructuring. He previously served at Chatham Capital, where he helped underwrite and manage private credit investments in lower-middle market companies. Mr. Homrich received a B.B.A. in Finance from The University of Georgia.
Mr. Sherman serves White Oak as Senior Associate, Special Situations with primary responsibility for managing and servicing White Oak’s private debt portfolio investments. He joined White Oak in 2014 from Wells Fargo’s Commercial Loan Workout Group. Mr. Sherman graduated Summa Cum Laude from the College of William & Mary with a B.B.A. in Finance. Following graduation, he received a Masters in Accounting, also from William & Mary.
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. 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. Gram serves White Oak as an Analyst, Portfolio Management team, reporting to Kyle Landau. He previously worked at Barclays as a Credit Research Analyst in New York, covering the High Yield Technology and Telecommunications sectors. Mr. Gram received his B.S. from the University of Oregon, where he graduated Magna Cum Laude with the top departmental honor in Finance. He holds Series 7 and 63 FINRA certifications.
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.
Joshua serves White Oak as an Associate 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.
Mr. Berry serves White Oak as an Associate, 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. 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.
Mr. Stevenson serves White Oak Global Advisors, LLC as a 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. 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. Armstrong serves White Oak Healthcare Finance as a Senior Associate 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.
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. Biggs joins White Oak Global Advisors as a Portfolio Management Analyst. Mr. Biggs joins us 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.