Mr. Hakkak has served as co-portfolio manager and Investment Committee member of White Oak since 2007. Mr. Hakkak was previously the Founder and Chief Investment Officer of Alpine Global, Inc., a multi-strategy investment management firm which focused on alternative fixed income and real estate investments. Mr. Hakkak was also the Founder and Portfolio Manager at Suisse Global Investments, an investment management firm that developed investment strategies customized to meet the risk-adjusted return requirements of bank and insurance clients in over 30 countries. He previously served at Robertson Stephens & Co. as an Investment Banker and Principal in its Investment Company Act platform. Mr. Hakkak has been a co-founder and board member of several institutional platforms that facilitate the distribution of structured investment products, and has served as a limited partner, general partner or board member of various investment funds and companies. Mr. Hakkak received a B.S. in Finance and Marketing from the Haas School of Business at the University of California at Berkeley and has held Series 7, 63, and 24 designations from FINRA since 1991.
Ms. McKee has served as co-portfolio manager and Investment Committee member of White Oak since 2007. Previously Ms. McKee was a member of the team that founded KKR Financial LLC, where she served as Senior Vice President and concurrently as General Counsel of KKR Financial Corp. (NYSE: KFN), and played a key role in structuring and implementing debt investments. Prior to KFN, Ms. McKee served as Senior Counsel and a senior member of the Securities and Investment Group at Wells Fargo Bank, N.A., which structured and implemented the debt investment platform for the Bank’s proprietary capital and investment accounts. She was previously with Deutsche Bank AG in both New York and Frankfurt as Acting Deputy General Counsel for the finance and derivatives departments; Skadden, Arps, Slate, Meagher & Flom in New York and Tokyo as a structured finance and bankruptcy attorney; and Sidley Austin as a finance, bankruptcy and distressed asset attorney. Ms. McKee holds a J.D. from the University of Chicago, an M.A. in Comparative Literature from the University of California at Berkeley and a B.A. with a double major in Economics and Comparative Literature from Yale University. Ms. McKee is a member of both the California Bar and the New York State Bar.
Mr. Mozaffarian joined White Oak in May 2008, became Partner in 2010, joined the Investment Committee in 2014 and currently serves as President. His primary responsibility is to oversee the investment teams that are responsible for originating and structuring new transaction opportunities for White Oak’s private debt funds. Prior to becoming Co-President, he was Head of Originations from 2010 to 2017. Previously, Mr. Mozaffarian served at Goldman, Sachs & Co. in the leveraged finance group of the investment banking division, where he worked on a myriad of sponsor and management buyouts, in- and out-of-court corporate restructurings, and rescue financings within the leveraged loan and high-yield bond market; at Telephia, Inc. (a division of Nielsen), where he consulted and advised national wireless operators on their product suite and positioning within the competitive landscape; and at Microsoft Corporation where he held a new business development role looking at acquisition targets, joint venture partnerships and licensing agreements. He received an MBA from the Haas School of Business and both a B.S. in Industrial Engineering & Operations Research and a B.A. in Economics from the University of California at Berkeley. While at Berkeley, he rowed on the Men’s Heavyweight Crew team from 1995-1996. Mr. Mozaffarian is currently a member of the Association for Corporate Growth and the Turnaround Management Association, as well as Series 7 and 63 designations from FINRA.
Mr. Hackett is a Partner and Head of Underwriting for White Oak, with primary responsibility for structuring and underwriting new investments. He joined White Oak in January 2008, and has been a member of the Investment Committee since June 2011. Prior to joining White Oak, Mr. Hackett served as Portfolio Co-Manager at North Point Investors, a real estate investment company investing in public real estate securities; as an Associate at Alpine Global, Inc., where he researched and recommended buy/sell opportunities; and as a Director at Redler Group, Ltd., a Geneva-based family office offering financial advisory services, where he was part of the portfolio management team. Mr. Hackett received a B.S. in Finance from the Haas School of Business at the University of California at Berkeley.
Mr. Ruth serves as Chief Lending Officer of White Oak Global Advisors. He has 36 years of expertise and success in the areas of debt and equity investing, financial restructuring and risk management. In addition, he has served on the boards of both traded and privately held companies. Prior to joining White Oak, he was Chief Investment Officer for Abu Dhabi based Mubadala GE Capital PJSC (MGEC), a joint venture formed between GE Capital and the Abu Dhabi Government. MGEC’s portfolio reached $6 billion with substantial investments in the healthcare, power, commercial real estate and mid-market leverage finance sectors in the Middle East, Europe and North America. Mr. Ruth chaired the Investment, Enterprise Risk Management and Operational Risk Management Committees. Mr. Ruth held a number of senior positions with GE Capital in North America and Europe, including President, Grupo Financiero GE Capital Mexico, Chief Risk Officer and Head of Asset Management for GE Capital Fleet Services (then the world’s largest lessor of car and light truck fleets) and for GE Capital, Capital Solutions Europe; a company focused on asset based lending and leasing with a $23 billion portfolio across 14 European countries. Prior to joining GE Capital, Mr. Ruth served Bank of America and over the course of 10 years held senior positions in the North American Corporate Banking Division. Mr. Ruth holds an M.B.A. with concentrations in Finance and Accounting from Northwestern University’s J.L. Kellogg Graduate School of Management and a B.A. degree in Economics, magna cum laude, from Colorado College.
Ms. George is the Head of Asset Management and a member of the Investment Committee at White Oak Global Advisors. Ms. George has broad experience in both asset based, cash flow lending and restructuring non-performing loans for the past 30 years. Prior to joining White Oak, Ms. George was employed by the private credit firm, Garrison Investment for 12 years where she served as Head of Corporate Asset Management, and was a member of the Investment Committee. Prior to that, Ms. George was employed at The CIT Group, Inc. for over 20 years, where she held various leadership roles in Credit Restructuring, Underwriting, COO for CIT Business Credit and served as a member of the Investment Committee. Early in her career at CIT, Ms. George held functional roles in loan portfolio management and performing field examination/due diligence. She has served on the Board of Directors for 8 companies in Logistics, Manufacturing, and the Energy sectors. Ms. George graduated with a B.S. in Accounting from Manhattan College.
Mr. Felix has served as Managing Director of White Oak since 2017. Mr. Felix has been actively investing in middle market companies for over 20 years. Most recently, he founded Consortium Finance in 2013 where he invested across the capital structure of middle market businesses. Prior to his role at Consortium Finance, Mr. Felix worked at D. E. Shaw Group where he opened the San Francisco office in 2005. At D. E. Shaw, Mr. Felix was responsible for originating and managing a portfolio of direct senior debt, junior debt and equity investments across a variety of industries. He was previously a managing principal of Banc of America Mezzanine Capital LLC, where he was responsible for underwriting structured senior debt, mezzanine debt, and bridge financing across a variety of industry sectors. Additionally, Mr. Felix was a former leader of Banc of America Securities, Inc.’s debt origination efforts in Australasia. Mr. Felix holds a B.A. degree in political science from the University of California at Berkeley.
Mr. Beatty serves as White Oak’s General Counsel. In this role, he is responsible for providing legal services and advice to White Oak’s executive officers and employees throughout the organization. Mr. Beatty has over 19 years of experience dealing with corporate and securities law and compliance matters. Immediately prior to joining White Oak, he held the position of Deputy Chief Compliance Officer for a private equity fund in New York; prior to that, he worked at the Securities and Exchange Commission in Washington, DC for over 11 years. Mr. Beatty began his legal career as a corporate and securities associate attorney at Baker & McKenzie. In these positions, he provided in-depth legal analysis for private funds, developed robust compliance policies and policies for registered investment advisers and broker-dealers, fulfilled regulatory reporting requirements, and advised on SEC enforcement actions and complex corporate transactions. He holds a J.D. from Brigham Young University Law School (BYU), Master of Arts, Kennedy Center for International Studies (BYU), and a Bachelor of Arts, International Relations (BYU).
Mr. Jacobs serves as White Oak’s Chief Compliance Officer. In this role, he is responsible for White Oak’s compliance program. Mr. Jacobs has over 20 years of experience in the financial industry, including 11 years of experience dealing with compliance matters. Immediately prior to joining White Oak, he was a Director at ACA Compliance Group. At ACA, he oversaw the Communications Surveillance Department and provided regulatory compliance advice to investment advisers and broker-dealers. Prior to joining ACA, he held other compliance and supervisory positions, including roles as a FINRA General Securities Sales Supervisor and a Certified Anti-Money Laundering Specialist. Additionally, he is a Certified Information Privacy Professional (CIPP/US). He holds a J.D. from the University of Pittsburgh School of Law, and a Bachelor of Arts, Political Science, from the University of Pittsburgh.
Mr. Snyder serves White Oak as Chief Accounting Officer & Head of Finance. Mr. Snyder has over 28 years of experience in finance and accounting, and formerly served as Vice President at Citi Hedge Fund Services, where he managed fund administration for a variety of private equity investment funds. Prior to joining Citigroup, Mr. Snyder served as Managing Director and Controller of GSC Group, Inc., an alternative investments manager with a wide range of investment strategies and vehicles including, equity and distressed debt and mezzanine lending private equity, CDO and CLO, REIT, BDC and hedge funds; and as the Controller of AJV Computerized Data Management, Inc., a tax software manufacturer. Mr. Snyder holds a B.S. in Business Administration with an emphasis in Accounting from Rider University, New Jersey and is a licensed CPA.
Ms. Altieri serves White Oak as Chief Operating Officer, with primary responsibility for the firm’s Technology and Operations. She was previously Founder and President of J.P. Mitchell & Company, a boutique consulting firm serving Fortune 50 Financial Services and Top 100 Financial Technology and Services firms. She has also served as a Principal in the Financial Services Practice at Ernst & Young, where she managed large-scale technology initiatives and operations strategy for Fortune 50 clients, and as a Manager of Investment Technology and Operations at American International Group. She holds a B.S. in Accounting and Computer Science from University of Dayton.
Mr. Ressa serves White Oak Credit Services as Chief Financial Manager. He has over 28 years of experience in audit, accounting, treasury and finance working at commercial and consumer finance companies and a big four public accounting firm. Prior to joining White Oak, Mr. Ressa served as Senior Vice President of Finance for Synchrony, a $82 billion publicly traded consumer finance company (NYSE: SYF) and largest private label credit card provider in the U.S. Prior to Synchrony, he held several senior finance positions at GE Capital, most recently serving as CFO of GE Fleet Services, then the largest North American lessor and servicer of car and light fleet trucks. Mr. Ressa holds a M.B.A in Finance from Fordham University and a B.B.A in Accounting from Pace University. He is a member of the American Institute of Certified Public Accountants and is a licensed CPA.
Mr. Finnigan serves White Oak as Head of Complex Credits with primary responsibility for managing complex situations and credits for White Oak’s private debt funds. He previously served at McNamee Lawrence & Company, a boutique investment bank. Mr. Finnigan received a B.A. in Economics from Dartmouth.
Mr. Ahrens serves White Oak as Managing Director of Client Solutions, responsible for new business development. He previously served Southfield Capital, where he was responsible for marketing their SBIC mezzanine fund, and FrontPoint Partners (Morgan Stanley), where he was responsible for marketing and communications of the direct lending strategy. He has developed marketing and communications strategies for Fortune 500 companies, and served at global advertising agencies including Lowe Worldwide, McKinney & Silver and TBWA\Chiat Day. Mr. Ahrens holds a B.A. in Business Management from Gettysburg College.
Mr. Albert joins White Oak Global Advisors as a Managing Director, and is primarily responsible for new business development. He has over 20 years of experience in the investment industry and held prior positions with Aware Asset Management, BMO Global Asset Management, and Oppenheimer Funds. He was responsible for developing relationships and new business. Mike also held positions at RBC Global Asset Management in institutional sales and as a senior corporate credit analyst/trader. His previous experience also includes structuring leveraged buyouts. In addition, Mike has also served on active duty in the U.S. Air Force and is currently a Lieutenant Colonel at the 934th Airlift Wing of the U.S. Air Force Reserves in Minneapolis. Mike earned a BS in Aeronautical Science from Embry-Riddle Aeronautical University and an MBA in Finance from The University of Iowa.
Ms. Schallock serves White Oak as Managing Director of Client Solutions, responsible for new business development and client servicing. Prior to joining White Oak, she was Director of Business Development for Metacapital Management. Prior to Metacapital, she was responsible for business development at Force Capital. Ms. Schallock holds a B.A. in Economics and History of Art from Bryn Mawr College, where she graduated cum laude.
Mr. Kalmanowicz serves White Oak as Managing Director of Client Solutions, responsible for investor relations and new business development. He previously served as Senior Vice President at Campbell Lutyens, focusing on advisory, execution and project management for Private Equity and Private Credit fundraisings. Prior to joining Campbell Lutyens in 2014, Mr. Kalmanowicz was a Business Consultant at Deloitte. He received a B.S. in Business Administration (Summa Cum Laude) from the Questrom School of Business at Boston University and holds Series 7 and 63 FINRA designations. Mr. Kalmanowicz is a Chartered Global Management Accountant and fluent in English and German.
Ms. Cutter serves White Oak as Head of ESG & Impact with primary responsibility over White Oak’s ESG and responsible investment platform. Ms. Cutter has 25 years of experience in the investment industry and most recently worked as a Consultant at Verus Investments, a $330 billion investment consulting company advising state and county 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. While at CalSTRS, she was also responsible for helping draft the pension’s Investment Policy for Mitigating Environmental, Social, and Governance Risks’ ESG Risk Factors and was a founding member within CalSTRS’ Green Initiative Task Force. Her expertise is in credit, asset allocation, risk management, investment management, investment policy development, and ESG & Impact investing on behalf of family offices, foundations and large public fund clients. She holds an M.B.A. in Finance from the University of California at Davis.
Mr. Patty is a Managing Director of White Oak Global Advisors. In his role as Partner of the White Oak Impact Fund, Mr. Patty will be focused on financings that generate attractive risk-adjusted returns and drive strong social and environmental benefit. Mr. Patty will also work with senior leadership on strategy, capital raising, and new opportunities for the firm. Mr. Patty has spent the last 20 years in private equity and structured debt investing, the last 10 years of which were exclusively focused on impact investing. Most recently, Mr. Patty was the Managing Director and Head of Private Equity at New Island Capital, a leading global private impact investment firm, where he led private equity, structured debt, and project finance investments. Previously, Mr. Patty was a senior investment professional at MC Partners, a $1.5 billion top-quartile private equity investment firm, and JPMorgan Partners, then a $4 billion private equity investment group. Mr. Patty earned his B.Mus. in Classical Guitar Performance and his bachelor’s degree in Economics at Northwestern University where he graduated magna cum laude. He also earned an MBA with honors at the University of Pennsylvania’s Wharton School of Business.
Ms. Rha joins White Oak as Compliance Director & Senior Counsel, responsible for managing compliance out of the San Francisco office. She previously served as a Compliance Officer at Brookfield Asset Management, supporting compliance functions for all of their global offices. Prior to Brookfield, Ms. Rha worked as a contract attorney focusing on SEC investigations and FINRA compliance matters in New York City. Ms. Rha holds a J.D. from the University of California at Hastings and a B.A. in English Literature from the University of California at Berkeley. She is licensed to practice law in New York.
Mr. Pierce serves White Oak as Head of Risk Management. He was previously a Partner and Head of Professional Services at Fascet, LLC, a software and consulting firm serving the investment management industry. He started his career in research sales focusing on derivative strategies for Susquehanna International Group. Mr. Pierce received his B.A. in Computer Science from Dartmouth College.
Mr. Otte serves as Head of White Oak ABL and White Oak Europe, and is responsible for originating and structuring ABL opportunities with potential borrowers. He previously served as Senior Advisor and Region Manager of Presidential Financial Corporation; Founder and Managing Partner of TKO Finance Group, LLC; Managing Director of Special Situations Lending, Dune Capital Management LP; and President and Chief Operating Officer of Middle Market Lending, GE Capital. He holds an M.B.A. from DePaul University in Chicago, IL and a B.A. in Finance from the University of Illinois at Urbana. Mr. Otte has also been an active board member and advisor to several entities, including GE Capital Mexico and GE Capital SE Asia, as well as to companies in the healthcare and telecom sectors.
Mr. Boom is Head of Structured Finance at White Oak MP. His previous leadership positions in international financial services include Head of North America Global Banking for Industrials at Standard Chartered Bank and Managing Director TMT Corporate & Investment Banking at J.P.Morgan. During his 16 years at Citigroup he served as Head Public Sector Banking EMEA in London, Head of Corporate & Investment Banking for the Netherlands, Belgium & Luxembourg and Senior Banker Media & Telecoms in New York and Amsterdam. Most recently, Mr. Boom was Region Head Americas at Greensill Capital. He started his career at MeesPierson/ABNAMRO in Media & Telecoms Project Finance in London and Amsterdam.
Mr. Boom holds a Master’s Degree from the University of Groningen in the Netherlands and successfully completed the Executive Development Program at the Wharton School, University of Pennsylvania. Mr. Boom is FINRA licensed Series 24, 7 & 63.
Eric Tanjeloff serves White Oak as Managing Principal of White Oak Real Estate Capital, a commercial real estate lending and credit investing platform in which he is responsible for strategy, originations, and overall management of the business. Previously, he was the Head of Real Estate Investments for Melody Capital Partners, a New York based private credit and special situations investment management fund.At Melody Capital Partners, Mr. Tanjeloff launched and managed the firm’s real estate lending and investing activities. He also served on the Investment Committee and Management Committee of the overall Firm. Prior to Melody, Mr. Tanjeloff was an investment banker where he helped launch and create CBRE Capital Advisors, Inc, the real estate investment banking platform of CBRE, Inc. His previous experience also includes various positions in the Real Estate & Lodging Investment Banking group at JPMorgan. Mr. Tanjeloff was also involved in over $100 billion of transactions at JPMorgan across a broad range of real estate sectors and capital markets. Mr. Tanjeloff served as an Independent Board Member and Chairman of various committees of an SEC reporting company in the gaming and hospitality space and has held several advisory board positions in early-stage real estate ventures. He holds an M.B.A. from Columbia Business School and a B.S. degree from Cornell University.
Isaac Soleimani serves White Oak as Chairman and Chief Executive Officer, White Oak Healthcare Finance, with primary responsibility for building a full service middle market healthcare lending platform. He was previously the Founder, Chairman and CEO of Healthcare Finance Group, LLC. (HFG), a nationwide specialized healthcare lender, which Mr. Soleimani sold to a publicly traded company. Prior to HFG, he was a Senior Vice President at Daiwa Securities America Inc. where he headed the firm’s healthcare finance business, which he later acquired in a management buyout transaction through HFG. Mr. Soleimani has over 26 years of experience in healthcare finance, beginning in the 1980’s while he was an Investment Manager at Prudential Capital Group. Prior to his involvement with healthcare financing, Mr. Soleimani originated, structured and managed various types of asset-backed and general corporate financing transactions at Prudential. Mr. Soleimani holds an M.B.A in Finance and Marketing from Indiana University and a B.S. degree in Biological Sciences from University of Connecticut.
Mr. Dufour serves as Executive Vice President and Chief Credit Officer of White Oak Healthcare Finance, with primary responsibility for leading healthcare team members in the seamless execution of all aspects of underwriting and portfolio management. He previously served Wells Fargo Capital Finances’ Healthcare Team, with primary responsibility for leading the expansion and growth of its national healthcare footprint and leading the operationalization of its 1st line credit risk underwriting and portfolio management operations. In addition, Mr. Dufour spent over 14 years at GE Capital’s Healthcare Financial Services in progressive leadership roles for portfolio management, underwriting and collateral examination, culminating in leading the credit risk management for the nationwide healthcare ABL and ABL stretch loan product footprint. His healthcare credit risk management and operational experience span all healthcare sectors and traditional healthcare loan products, with particular expertise in hospitals, skilled nursing facilities, pharmaceuticals and medical devices. Mr. Dufour received an M.B.A. from St. Bonaventure University. He has held certifications as a Certified Public Accountant and Licensed Practical Nurse. Mr. Dufour is a retired Major from the U.S. Army Reserve, Medical Services Corps.
Mr. Eldridge is a Partner at White Oak Healthcare Finance serving as Executive Vice President and Chief Originations Officer with primary responsibility for leading all healthcare origination and capital markets activity as well as managing the team. Mr. Eldridge has been focused on healthcare since 2004 and has originated, structured, and executed over $30 billion in deal proceeds during his career and has invested across the capital structure in all subsectors of healthcare. Prior to joining White Oak, Mr. Eldridge led healthcare sponsor coverage for RBS Citizens (now NYSE: CFG). He previously served in the healthcare corporate finance and healthcare real estate groups at GE Capital’s Healthcare Financial Services and in the leveraged finance group of the investment bank at Banc of America Securities. Mr. Eldridge received an M.B.A. in Finance from the University of Georgia and a B.A. in Economics from Furman University. Mr. Eldridge is a dual citizen of the US and Brazil.
Mr. Reilly serves White Oak as Executive Vice President and Head of Real Estate Debt Finance with primary responsibility supporting the expansion of White Oak’s healthcare real estate investing including underwriting and portfolio management. Previously, Mr. Reilly served Capital One Healthcare Financial Services as a Senior Vice President, where he led a team responsible for the underwriting and portfolio management of healthcare real estate deals. Prior to Capital One, he spent 13 years with GE Capital, Healthcare Financial Services and previously with the Corporate Audit Staff and Financial Management Program. Mr. Reilly’s experience includes the structuring, underwriting and closing of over $10 billion in financings in key healthcare real estate segments, focusing on skilled nursing, seniors housing and medical properties. His credit risk expertise spreads across various loan products including first mortgages, subordinate debt, asset-based lending and leveraged term loans. Mr. Reilly holds a BSBA in Finance from Xavier University.
Ms. Lersner is the Chief Financial Officer of White Oak Healthcare Finance. She has over 25 years of commercial lending experience in the areas of general, financial and operational management for growing companies. Ms. Lersner previously held the role of CEO of Advantage Funding, a specialty lender and Macquarie portfolio company. Prior to this role, Ms. Lersner held the role of Chief Financial Officer of CapitalSpring, a $1 billion AUM full stack capital provider with both a specialty finance and asset management platform. Prior to these roles Ms. Lersner was the CFO of R4 Technologies, a tech company focused in the dynamic data/AI space (founded by the founders of Priceline.com and President and COO of Golden Eagle, a specialty finance company owned by Hypercom Corporation (NYSE: HYC). She began her career in the commercial finance divisions of Citicorp North America and Chrysler Capital. Ms. Lersner received credit training through Moody’s Commercial Lending Program and holds a BS from the University of Utah.
Mr. Gould is a Managing Principal for White Oak Healthcare Partners, LLC, with primary responsibility for building White Oak’s new HUD platform to provide government-insured permanent financing for the seniors housing and long term care sectors. He joined White Oak in 2020 and brings 15+ years of experience in building a sector-leading HUD lending platform at his previous employer. He played a key role in driving HUD originations resulting in industry-leading volume in the program over a 10-year period, overseeing the development and expansion of the Northeastern U.S. region. Mr. Gould received a bachelor’s degree in history from the University of Pennsylvania and a master’s degree in business administration from the Fisher College of Business at The Ohio State University in Columbus, Ohio. He holds Series 7, 24, 50, and 63 licenses.
Mr. Dopoulos is a Managing Principal for White Oak Healthcare Partners, LLC, with primary responsibility for building White Oak’s originations and HUD/Agency platform to provide permanent financing for the seniors housing and long-term care sectors. Prior to joining White Oak, Mr. Dopoulos served as Senior Managing Director at Lancaster Pollard where he managed the firm’s West Coast office for over a decade. He served as chair of the National Investment Center (NIC) Future Leaders Council and remains active working with NIC on its educational content and seminars. Mr. Dopoulos holds a master’s degree in business from the Fisher School of Business at The Ohio State University and a master’s in health administration from The Ohio State University College of Public Health. He holds Series 7, 24, 50, 52 and 63 licenses.
Mr. Genise is the Chairman and Manager of White Oak Aviation. He has over 35 years of experience in International Aircraft Leasing, Engine Leasing and Trading Business. Prior to joining White Oak, he was CEO of Aergen Management Services, Inc. from 2015 until 2019. Aergen Management Services was an international aircraft leasing, engine leasing, and trading business, specializing in providing leasing and management services for mid-life (10-15 years) narrow body aircraft and engines.
Previously, Mr. Genise served as CEO of DAE Capital, the aircraft leasing division of Dubai Aerospace Enterprise from 2007 to 2011. Prior to that, he was a founder, President and CEO of Boullioun Aviation Services, building it into one of the world’s top leasing businesses. He was originally its SVP of Marketing, responsible for the development and implementation of the company’s strategic plan and business development. He also represented Boullioun Aviation Services in its development of Singapore Aircraft Leasing Enterprise, a joint venture with Singapore Airlines, and served as a Director for 10 years.
Prior to that, Mr. Genise served as SVP of the Chemical Business Credit Corporation at Chemical Bank, managing asset based finance and leasing business in credit, marketing and administration capabilities. In 1985, he served as Managing Director for the bank’s Special Finance Group with responsibility for Chemical Bank’s international aviation banking and leasing business.
Mr. Genise is currently on the Board of Directors for Frontier Airlines, Aloft Aero Architects, Inc. and Dimensional Mechanics. Mr. Genise is also a member of the Board of Trustees for the Museum of Flight in Seattle and now Chairman Emeritus. Additionally, Mr. Genise is a member of the Advisory Board of the Albers School of Business at Seattle University.
Mr. Genise holds an MBA from the University of Connecticut, a law degree from Pace University, and a BA from NYU.
Mr. Franco is Managing Director of White Oak Aviation. Mr. Franco has over 25 years, working with Sikorsky Aircraft, GE Capital Aviation Services, Gulfstream Aerospace and Guggenheim Partners in aircraft design and the aircraft finance arena. Mr. Franco was the creator of two corporate aircraft leasing companies, Guggenheim aero Finance and Global Jet Capital. Guggenheim aero was groundbreaking as it was the first private equity capital invested into corporate aircraft lending company. Mr. Franco possesses a strong credit analysis background and has negotiated aircraft debt lines of more than $1.5 billion. Mr. Franco, has structured over $4.0 billion in aircraft and engine transactions globally, negotiating transactions with clients such as the US and foreign governments, global airlines, international corporations and high net worth individuals. Mr. Franco has excellent relations with the aircraft OEMs, an in-depth knowledge of aircraft manufacturing and the aircraft maintenance, repair and overhaul market. Mr. Franco holds a B.S. in Aeronautical Sciences from Embry-Riddle Aeronautical University and an M.B.A from the Goizueta Business School at Emory University.
Mr. Byrnes is the Chief Financial Officer of White Oak Aviation. He has over 19 years’ experience in Accounting and Aircraft Leasing. Prior to joining White Oak Aviation, Mr. Byrnes spent three years as the Chief Financial Officer of Aergen, an aircraft leasing business, where between 2016-2019 they built a fleet of 30+ aircraft, executed two ABS transactions and ultimately led the sale of the business operations in 2019. Prior to this, Mr. Byrnes was the Head of Finance of Avolon, now the third largest global leasing company, for five years where he was responsible for all areas of the finance function. Having worked for the company since inception, Mr. Byrnes led the Finance team through the initial scaling of the business, through multiple corporate transactions including IPO on the NYSE, and its eventual delisting and trade sale to the Chinese HNA group in 2016. Prior to joining Avolon, Greg worked at BDO Chartered Accountants from 2001 to 2011, where he headed up their outsourcing division after spending eight years in the audit department where he held the position of Audit Senior Manager. Greg has a Bachelor of Economics from University College Dublin and a Post Graduate diploma in Accounting from Dublin City University. He is a member of Chartered Accountants Ireland where he also obtained a Diploma in International Financial Reporting Standards. Most recently, Greg obtained an Executive MBA from the UCD Michael Smurfit Graduate School of Business, graduating in 2015.
Mr. Grbic is the President & CEO of White Oak Commercial Finance. Mr. Grbic has more than 30 years of commercial lending experience. He has been with the company and its predecessor since 2005, previously serving as Senior Executive Vice President and Chief Credit Officer where he was involved in creating a hands-on, best-practices credit culture, as well as helping the Company expand its client portfolio. Before that, Mr. Grbic was Managing Director at Morris Anderson & Associates LTD, a turnaround-consulting firm. He also co-founded MetSource Capital, LLC, a restructuring and corporate finance firm, working primarily with small- and medium-sized companies. In addition, Mr. Grbic has also served at GMAC Commercial Credit, LLC, BNY Financial Corp and Bankers Trust. Mr. Grbic is a member of the Association for Investment Management and Research. He has served as an instructor for the Finance, Tax and Law Department at the NYU School of Continuing Education. Mr. Grbic holds master’s and bachelor’s degrees in Business Administration from Pace University.
Mr. Fortino serves White Oak Commercial Finance as Chief Financial Officer and Chief Operations Officer, responsible for managing the company’s finance, accounting, operations, information technology and human resources departments. Prior to joining WOCF, he was Chief Financial Officer of Levenger Company, a specialty retailer and provider of leather goods and fine office supplies. Mr. Fortino has more than two decades of C-level experience in retail and media. He holds both an M.B.A. and B.B.A in accounting from Temple University.
Mr. Dean serves White Oak Commercial Finance as Managing Director of Risk Management for ABL and Factoring. He is a 38+ year veteran of the ABL/commercial finance industry, having served in Credit, Underwriting and Origination in various senior management positions, helping clients, financial sponsors, junior debt providers and other intermediaries identify and deliver capital solutions. He brings significant experience in asset based lending and equipment finance/term lending among other financial products and solutions. Prior to coming out of retirement to join White Oak, Mr.Dean served as SVP at Wells Fargo Capital Finance, managing the ABL originations team in the Southeast region focused on the lower middle market. Mr. Dean holds a B.S. in Accounting from Susquehanna University. Over the years he has been an active member of the CFA, the ACG and the TMA, having served six years on the TMA Carolinas board of directors.
Andy McGhee serves White Oak Commercial Finance as Vice Chairman and leads its Lender Finance vertical while assisting with the growth of the broader ABL initiatives for the firm. Most recently, Andy was the President and CEO of AloStar Capital Finance, which he co-founded in 2011. AloStar was a De Novo Bank and which was created through the acquisition of the assets of a failed bank located in Birmingham Alabama. AloStar’s two founding partners and four private equity firms backed the company with an initial capital raise of $160 million. The company was formed to specifically focus on middle market companies with capital needs between $5 million and $50 million. AloStar was sold to State Bank in September of 2017 which was subsequently sold to Cadence Bank in 2019. AloStar committed in excess of $3 billion to over 200 clients from 2011 through 2019. The company had a national focus and was diversified from an individual client, industry and geographic perspective. Yields and charge-offs both out-performed the expectations of the original business plan. AloStar became known as one of the most reliable and creative lenders in the middle market. McGhee’s experience includes corporate strategy, raising Private Capital, Leveraged Finance, Asset Based Lending, Private Equity, Corporate Banking, Capital Markets transactions and Mezzanine finance. Prior to AloStar, McGhee was the co-founder of Archway Equity Partners, an Atlanta-based private equity firm. Before Archway Equity Partners, he spent 12 years with SunTrust Banks Inc., eventually serving as senior vice president. McGhee joined SunTrust in 1996 to create the Leveraged Finance Group. In addition to those responsibilities, he served on the Board of SunTrust Equity Partners, the Junior Capital vehicle for SunTrust, and was responsible for three other business units including the Specialty Lending Group, the Private Equity and Asset Based Groups as well as a senior level position at Trusco Capital Management. In these positions he gained experience in establishing policies and procedures for new business, attracting industry veterans and high-caliber professionals to the company, and reducing problem assets while quickly growing revenues within the various business units. Having held leadership positions at Citicorp, Bank South, and Bank of America Business Credit, Mr. McGhee brings a diverse level of experience. Currently, Mr. McGhee serves on the Terry College of Business Alumni Board at the University of Georgia. He is a member of the Board of Directors for Piedmont Hospital of Atlanta. Mr. McGhee serves on the SFNet Board of Directors and previously served on the Atlanta ACG Board. Additionally, he is an Elder at Peachtree Presbyterian Church. He received a BA in Economics from the University of Georgia, and resides in Atlanta
Neal Mulford serves White Oak Commercial Finance’s Lender Finance business as Head of Underwriting and Portfolio Management. Prior to joining White Oak, Neal was most recently the Underwriting Team Lead for AloStar Capital Finance, a provider of senior debt for middle market Asset Based and Lender Finance Clients with financing needs between $5 million and $50 million. AloStar committed over $3 billion to over 200 clients from its inception in 2011 through 2019 with historical average charge offs and portfolio risk migration that exceeded the original business plan. Neal has 30+ years of experience in the finance industry, including structuring ABL, Cash Flow and Mezzanine transactions. His broad experience enables him to understand and evaluate all tranches of the capital stack which has led to more meaningful discussions and negotiations with all stakeholders. While at AloStar, Neal built a team of six professionals that analyzed, structured and priced transactions. At peak performance this group processed a sufficient flow of transactions that allowed the platform to close between 25 and 30 new transaction per year. During his career, Neal has held positions in Underwriting, Portfolio Management, New Business Development and Field Exams for Lenders including AloStar, CIT, Regions Bank and Heller Financial. In addition, he has worked for the predecessor CPA firm to McGladrey and a private specialty chemical company where he served in accounting and mergers & acquisitions. Neal serves/has served in various roles for his community and church including Leadership Sandy Springs, Board Member for Dunwoody Homeowners Association, Finance Committee and Committee of 100 at Dunwoody United Methodist Church, Habitat for Humanity and project leader for Great Day of Service. In addition, he coached 10 years of travel softball.
Mr. Davies has served White Oak U.K. as Director of Sales since 2018, having previously held the same position at leading U.K.-based business finance providers, LDF Group since 2002. LDF Group, who were acquired by White Oak Global Advisors in July 2018, provided over £500 million in business funding to smaller U.K. businesses in 2017. Within this role, Mr. Davies has responsibility for the overall Sales function, alongside overseeing the development of new products and initiatives for revenue generation. Prior to this, Mr. Davies has held other senior sales management positions at LDF Group, primarily focused on sales origination.
Mr. Heeley has served White Oak U.K. as Director of Credit since 2018, having previously held the same position at leading U.K.-based business finance providers, LDF Group since 1999. LDF Group, who were acquired by White Oak Global Advisors in July 2018, provided over £500 million in business funding to smaller U.K. businesses in 2017. Within this role, Mr. Heeley has responsibility for the end-to-end credit function, including setting the Own Book lending policy, managing the own book lending portfolio and overseeing external funder relationships. Prior to this, Mr. Heeley has held other senior positions at LDF Group, primarily within the Credit Risk function. Mr. Heeley holds a bachelor’s degree in Business and Finance from Liverpool John Moores University.
Mr. Bethel is a Senior Advisor to White Oak Merchant Partners. Prior to joining White Oak, he represented the United States as Ambassador Designate to the Republic of Panama. He was confirmed unanimously by the Senate to serve on the Board of Directors of the World Bank, the largest developing finance institution in the world. The World Bank’s goal is to reduce poverty and build shared prosperity in developing countries through grants, loans, insurance, and equity investments. As World Bank Director, Mr. Bethel voted on over $100 billion in funding and promoted a number of initiatives including spearheading the use of new technologies and streamlining World Bank operations. Prior to being nominated to serve at the World Bank, Mr. Bethel was a Managing Director at Franklin Templeton Investments where he executed private equity transactions. Prior to this, he was based in Shanghai, China as Managing Partner of Sino Latin Capital and Managing Director of China Vest. Earlier in his career, Mr. Bethel held a variety of private equity and investment banking positions at J.P. Morgan and Morgan Stanley & Co. in both New York and Mexico City. His civic contributions include service on the Board of Governors of Opportunity International, a non-profit organization that provides financial services to people living in poverty in developing countries. Earlier in his career Mr. Bethel served as a U.S. Naval Officer. Mr. Bethel is a graduate of the U.S. Naval Academy at Annapolis, where he was an Olmsted Scholar, a Cox Fund Scholar and a Battalion Commander. He earned an MBA from The Wharton School at the University of Pennsylvania, where he was a Milken Scholar. He speaks Spanish, Portuguese and Mandarin.
Mr. Pereira serves White Oak as Managing Director and Portfolio Manager for White Oak ABL with primary responsibility for delivering the full suite of White Oak products to the Australasian client base. Prior to White Oak he was founder and Executive Chairman of Recon Finance Corporation, a specialist Asset Receivable finance company with specific focus on the Australian SME sector. Mr. Pereira has over 25 years of investment banking experience heading up capital market businesses for Bank of America Merrill Lynch, Credit Suisse and Royal Bank of Scotland in Sydney, Melbourne, Singapore and London. With a primary focus on leading a broad range of clients (including Telstra, BHP, Origin Energy, Woodside Petroleum, Qantas, CBA, Westpac and ANZ), he was successful in raising debt capital in different markets and environments. Mr. Pereira has been involved and responsible for successfully raising several billion dollars of debt for both Investment Grade and Sub Investment Grade companies via the traditional liquid and illiquid (private) capital markets. Mr. Pereira holds a B. S. in Neuroscience with honors from the University of Melbourne.
Adrian Katz launched Finacity Corporation 20 years ago and has been responsible for all phases of the company’s development serving as CEO and President. Mr. Katz has been involved in the asset-backed securitization industry for more than 35 years, working in both the investment banking and specialty financing industry. As an investment banker, Mr. Katz was a Managing Director at Smith Barney responsible for all issuance of new asset-backed and mortgage-backed securities. Prior to Smith Barney, Mr. Katz worked for Prudential Securities where he was a Managing Director and Co-Head of the Mortgage and Asset Capital Division. Mr. Katz was the Chief Operating Officer, Chief Financial Officer and Vice Chairman of AutoBond Acceptance Corporation, where his duties included building a centralized servicing and underwriting platform, developing supporting technology infrastructure and organizing a national marketing effort. Mr. Katz has served as a member of the Board of Directors of the Association of Trade & Forfaiting in the Americas. Mr. Katz graduated from Princeton University with a BSE in Electrical Engineering and Computer Science.
Michael Rodgers is responsible for Finacity Corporation’s operations and Chairs the firm’s Credit Committee. Mr. Rodgers has over 35 years of financial management, service center development, process engineering, credit underwriting and working capital management experience with large multinational, manufacturing firms. Prior to Finacity Corporation, Mr. Rodgers was Vice President, Global Credit Operations at Georgia-Pacific Corp where he managed centers of excellence around the world overseeing an annual portfolio of $26 Billion of accounts receivable. Other firms where Mr. Rodgers held senior financial positions include, Fort James, First Brands and Union Carbide along with leadership roles in industry organizations such as NACM, FCIB, Credit Research Foundation and the Fraud Prevention Group.
Davy is the Director of Human Resources working out of the San Francisco office. He has over 20 years of human resource and finance experience within different industries. Most recently Davy was Sr. Director of HR for Algolia, a Bay Area SaaS company, and has been running his HR consulting practice for the past 8 years. Prior to this, he spent 15 years with Alcatel-Lucent where he held various leadership roles in Europe and the US. Davy holds a Master’s in Econometrics from University of Montpellier as well as a Master’s in Human Resources Management from ESDES, School of Business and Management.
Angelina serves White Oak as a Compliance Associate. Prior to joining White Oak, Angelina served as the Grade Change and Residence Deputy within the Office of the University Registrar at U.C. Davis. In this role she frequently analyzed new laws and new U.C. policies and regulations pertaining to residency and grade changes to keep the Office of the University Registrar compliant. She received a B.A. in Economics with a minor in Chinese and her Paralegal Certification from U.C. Davis.
Mr. DeFazio serves White Oak as Treasurer and Head of Asset and Liability Management. Prior to joining White Oak, Mr. DeFazio was with KKR & Co as a member of the firm’s Global Macro, Balance Sheet, and Risk team. Mr. DeFazio holds an M.S. from the University of San Francisco, a B.A. from Sonoma State University, and is a CFA Charterholder.
Ms. Lewis serves White Oak as Director of Middle Office, with primary responsibility for the firm’s Middle Office and Trade Operations. Ms. Lewis has over 20 years of experience in accounting and operations. She previously served at SS&C Advent Software (SS&C) as a Principal Consultant working with many of the largest asset managers, hedge funds and fund administrators around the world. Prior to SS&C, she served at HSBC as a VP, Senior Market Risk Analyst. Ms. Lewis holds a B.A. in Economics from University of California, Berkeley.