WHO WE ARE

Management

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Andre A. Hakkak
Chief Executive Officer &
Co-Founder
White Oak Global Advisors

Andre A. Hakkak

Chief Executive Officer &
Co-Founder
White Oak Global Advisors

San Francisco

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.

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Barbara J. S. McKee
Managing Partner &
Co-Founder
White Oak Global Advisors

Barbara J. S. McKee

Managing Partner &
Co-Founder
White Oak Global Advisors

San Francisco

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.

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Darius J. Mozaffarian
Partner & Co-President
White Oak Global Advisors

Darius J. Mozaffarian

Partner & Co-President
White Oak Global Advisors

San Francisco

Mr. Mozaffarian joined White Oak in May 2008, became a Partner in 2010 and currently serves as Co-President. He has primary responsibility for originating and structuring new transaction opportunities for White Oak’s private debt funds and has been a member of the Investment Committee since 2014. Previously, Mr. Mozaffarian served at Goldman, Sachs & Co. in the leveraged finance group of the investment banking division, where he worked on myriad buyouts, corporate restructurings and rescue financings within the leveraged loan and high-yield bond market; at Telephia, Inc. (part of Nielsen Media), where he consulted and advised national wireless operators on their suite of product offerings and their competitive landscape; and at Microsoft Corporation where he held a new business development role. He received an M.B.A. 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. 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.

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David B. Hackett
Partner & Co-President
White Oak Global Advisors

David B. Hackett

Partner & Co-President
White Oak Global Advisors

San Francisco

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.

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Steven Ruth
Chief Credit Officer
White Oak Global Advisors

Steven Ruth

Chief Credit Officer
White Oak Global Advisors

San Francisco

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. 

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John W. Felix
Managing Director &
Co-Head, Originations
White Oak Global Advisors

John W. Felix

Managing Director &
Co-Head, Originations
White Oak Global Advisors

San Francisco

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.

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Dave Ray
Partner & General Counsel
White Oak Global Advisors

Dave Ray

Partner & General Counsel
White Oak Global Advisors

New York

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.

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J. Troy Beatty
Chief Compliance Officer & Deputy General Counsel
White Oak Global Advisors

J. Troy Beatty

Chief Compliance Officer & Deputy General Counsel
White Oak Global Advisors

San Francisco

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).

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Eric A. Snyder
Chief Accounting Officer & Head Of Finance
White Oak Global Advisors

Eric A. Snyder

Chief Accounting Officer & Head Of Finance
White Oak Global Advisors

San Francisco

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.

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Russell M. Niemie
Chief Risk Officer
White Oak Global Advisors

Russell M. Niemie

Chief Risk Officer
White Oak Global Advisors

San Francisco

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.

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Diane C. Altieri
Chief Operating Officer
White Oak Global Advisors

Diane C. Altieri

Chief Operating Officer
White Oak Global Advisors

San Francisco

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.

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Thomas F. Finnigan IV
Managing Director &
Co-Head, Underwriting
White Oak Global Advisors

Thomas F. Finnigan IV

Managing Director &
Co-Head, Underwriting
White Oak Global Advisors

San Francisco

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.

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Gregory Barrett
Managing Director, Marketing
White Oak Global Advisors

Gregory Barrett

Managing Director, Marketing
White Oak Global Advisors

New York

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.

 

 

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Landy P. Pheloung
Managing Director, Marketing
White Oak Global Advisors

Landy P. Pheloung

Managing Director, Marketing
White Oak Global Advisors

New York

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.

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Paul C. Ahrens
Managing Director, Marketing
White Oak Global Advisors

Paul C. Ahrens

Managing Director, Marketing
White Oak Global Advisors

New York

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.

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Jonathan D. Moll, CFA
Managing Director, Marketing
White Oak Global Advisors

Jonathan D. Moll, CFA

Managing Director, Marketing
White Oak Global Advisors

San Francisco

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.

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Teresa J. E. Cutter
Managing Director
Investor Relations
White Oak Global Advisors

Teresa J. E. Cutter

Managing Director
Investor Relations
White Oak Global Advisors

San Francisco

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.

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Won Rha
Compliance Manager & Senior Counsel
White Oak Global Advisors

Won Rha

Compliance Manager & Senior Counsel
White Oak Global Advisors

San Francisco

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.

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Pamela Hart
Director, Human Resources
White Oak Global Advisors

Pamela Hart

Director, Human Resources
White Oak Global Advisors

San Francisco

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.

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Megan R. Young
Director, Investor Relations
White Oak Global Advisors

Megan R. Young

Director, Investor Relations
White Oak Global Advisors

San Francisco

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.

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William E. Pierce
Managing Director
Risk Management
White Oak Global Advisors

William E. Pierce

Managing Director
Risk Management
White Oak Global Advisors

New York

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.

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Thomas K. Otte
Head
White Oak ABL
White Oak Europe

Thomas K. Otte

Head
White Oak ABL
White Oak Europe

San Francisco

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.

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Robin Mokhtar
Chief Financial Officer
White Oak ABL

Robin Mokhtar

Chief Financial Officer
White Oak ABL

New York

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.

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Clark Griffith
Managing Director
White Oak ABL

Clark Griffith

Managing Director
White Oak ABL

San Francisco

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.

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Isaac Soleimani
Managing Director & Partner
White Oak Healthcare Finance

Isaac Soleimani

Managing Director & Partner
White Oak Healthcare Finance

New York

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.

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Jason M. Dufour
Managing Director
White Oak Healthcare Finance

Jason M. Dufour

Managing Director
White Oak Healthcare Finance

New York

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.

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Ross Eldridge
Managing Director
White Oak Healthcare Finance

Ross Eldridge

Managing Director
White Oak Healthcare Finance

New York

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.

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Claude P. Franco
Managing Director
White Oak Commercial Aviation

Claude P. Franco

Managing Director
White Oak Commercial Aviation

New York

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.

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Kwesi Rogers
President & Chief Executive Officer
White Oak Business Capital

Kwesi Rogers

President & Chief Executive Officer
White Oak Business Capital

Maryland

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.

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Kysha Pierre-Louis
Chief Operating & Credit Officer
White Oak Business Capital

Kysha Pierre-Louis

Chief Operating & Credit Officer
White Oak Business Capital

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.

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Robert P. Grbic
President & Chief Executive Officer
White Oak Commercial Finance

Robert P. Grbic

President & Chief Executive Officer
White Oak Commercial Finance

New York

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.

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Michael A. Fortino
Chief Financial & Operations Officer
White Oak Commercial Finance

Michael A. Fortino

Chief Financial & Operations Officer
White Oak Commercial Finance

Fort Lauderdale

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.

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Louis Natale
Chief Credit Officer
White Oak Commercial Finance

Louis Natale

Chief Credit Officer
White Oak Commercial Finance

New York
Mr. Natale serves White Oak Commercial Finance as Chief Credit Officer. Prior to joining WOCF, he was an Executive Director at Varagon Capital Partners, a middle market direct lender. He has over two decades of experience at GE Capital, most recently as a Senior Vice President within the Commercial Lending and Leasing group. Mr. Natale has extensive Risk Management experience with deep involvement in structuring, origination, underwriting, approval and asset management. He holds a Bachelor’s degree from Pace University’s Lubin School of Business.
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Robert Dean
Managing Director, Risk Management
White Oak Commercial Finance

Robert Dean

Managing Director, Risk Management
White Oak Commercial Finance

Charlotte

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.

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Peter Alderson
Managing Director
White Oak U.K.

Peter Alderson

Managing Director
White Oak U.K.

London

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.

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Phil Brereton
Director of Finance
White Oak U.K.

Phil Brereton

Director of Finance
White Oak U.K.

London

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.

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Andy Davies
Director of Sales
White Oak U.K.

Andy Davies

Director of Sales
White Oak U.K.

London

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.

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Chris Heeley
Director of Credit
White Oak U.K.

Chris Heeley

Director of Credit
White Oak U.K.

London

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.

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Allan Ross
Director of Industry Development
White Oak U.K.

Allan Ross

Director of Industry Development
White Oak U.K.

London

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.

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Ray Corcoran
Chief Technology Officer
White Oak U.K.

Ray Corcoran

Chief Technology Officer
White Oak U.K.

London

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.

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Kat J. Applewhite
Director of Operations
White Oak U.K.

Kat J. Applewhite

Director of Operations
White Oak U.K.

London

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.

Employees

William L. Coyle
Vice President, White Oak Commercial Finance
Credit Services
New York
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William L. Coyle

Vice President, White Oak Commercial Finance
New York

Mr. Coyle serves White Oak Commercial Finance as a Director of Underwriting, with primary responsibility for assessing the credit worthiness of wholesale and retail businesses. Prior to joining White Oak, he served at Liz Claiborne Inc. in the credit department as a Senior Credit Analyst. Mr. Coyle received a B.S. from St. Thomas Aquinas College.

William J. Ezzo, Jr.
Director, White Oak Commercial Finance
ABL & Factoring
New York
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William J. Ezzo, Jr.

Director, White Oak Commercial Finance
New York

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.

William Eng
Vice President, White Oak Commercial Finance
Credit Services
Los Angeles
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William Eng

Vice President, White Oak Commercial Finance
Los Angeles

Mr. Eng serves White Oak Commercial Finance as a Director of Underwriting, with primary responsibility for assessing the credit worthiness of wholesale and retail businesses. He has been with the company and its predecessors for over a decade, having held numerous positons in Credit Services. Previously Mr. Eng worked in factoring and commercial finance for Bank of New York, Republic Factors and Bank of America Commercial Corporation.

Victoria Shih
Associate, White Oak Trade & Specialty Finance
ABL & Factoring
San Francisco
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Victoria Shih

Associate, White Oak Trade & Specialty Finance
San Francisco

Ms. Shih serves White Oak Trade and Specialty Finance as an Associate and is responsible for assisting in the underwriting and servicing of portfolio investments. Prior to White Oak, Ms. Shih worked for the Prudential Capital Group, where she helped originate, execute, and manage privately placed senior debt and mezzanine (subordinated debt and equity) investments in the Western US region. She received a B.S in Business Administration and a B.A in Public Health from the University of California, Berkeley.

Truman Biggs
Analyst, White Oak Global Advisors
Term Loans
San Francisco
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Truman Biggs

Analyst, White Oak Global Advisors
San Francisco

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.

Tim Jacob
Managing Director, White Oak ABL
ABL & Factoring
London
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Tim Jacob

Managing Director, White Oak ABL
London

Mr. Jacob is a Managing Director of White Oak ABL. Based in London, he is responsible for originating and structuring asset based lending (ABL) transactions for clients in the UK and Europe. A pioneer in cross border ABL, Mr. Jacob was previously Head of International ABL at JP Morgan where he structured and closed more than 100 complex cross border ABL deals for US and European clients. Previously, he held senior positions at Bank of America Business Capital (BABC) in London structuring ABL transactions for UK and European clients. He has a BSc (Hons) degree in Industrial Relations from the University Bath and an MBA from the Cardiff Business School.

Teresa Chan
Vice President, White Oak Commercial Finance
ABL & Factoring
New York
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Teresa Chan

Vice President, White Oak Commercial Finance
New York

Ms. Chan serves White Oak Commercial Finance as a Vice President of Underwriting in ABL and Factoring with primary responsibility managing Trade Finance transactions and servicing WOCF portfolio clients. Ms. Chan has over ten years of experience in trade finance and underwriting services. She is fluent in both English and Cantonese. Ms. Chan holds a B.B.A in Finance from Baruch College.

Tara Derenze
Senior Analyst, White Oak Commercial Finance
Credit Services
New York
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Tara Derenze

Senior Analyst, White Oak Commercial Finance
New York

Ms. Derenze serves White Oak Commercial Finance as a Senior Analyst in credit services with primary responsibility for assessing the credit worthiness of wholesale and retail businesses. Ms. Derenze has been with the company for almost 20 years, and has held numerous positions within credit services. Ms. Derenze received an A.S. in Finance from LaGuardia College.

Stuart R. Barden
Vice President, White Oak Global Advisors
Term Loans
San Francisco
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Stuart R. Barden

Vice President, White Oak Global Advisors
San Francisco

Mr. Barden is a Vice President of Underwriting for White Oak, with primary responsibility for underwriting and servicing portfolio investments for White Oak’s private debt funds. He previously served as an investment professional at ICG Group, and began his career at Milbank Roy & Co., a boutique investment bank. He holds a J.D. from New York Law School, and a B.S. in Finance from the Kelley School of Business at Indiana University – Bloomington.

Steven Dumont
Chief Technology Officer, White Oak Commercial Finance
Corporate
Fort Lauderdale
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Steven Dumont

Chief Technology Officer, White Oak Commercial Finance
Fort Lauderdale

Mr. Dumont serves White Oak Commercial Finance as Chief Technology Officer primarily focused on developing and managing technologies for both WOCF clients and staff. He has spent the last 25 years in technology management across various industries including government, retail and financial services. Mr. Dumont received several professional certifications in multiple disciplines such as from Microsoft, AT&T, VMware.

Stephen Redlich
Vice President, White Oak Healthcare Finance
Healthcare Finance
New York
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Stephen Redlich

Vice President, White Oak Healthcare Finance
New York

Mr. Redlich serves White Oak as Vice President, White Oak Healthcare Finance. He previously served at CNH Finance, Midcap Financial, Novogradac & Company and Ernst & Young. Mr. Redlich’s expertise is in underwriting senior secured loans across multiple industries. He holds an M.B.A. from the University of Maryland and a B.S. in Civil Engineering from the University of Pennsylvania.

Sophia Marville
Analyst, White Oak Commercial Finance
ABL & Factoring
New York
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Sophia Marville

Analyst, White Oak Commercial Finance
New York

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.

Shernel D. Jean-Pierre
Senior Analyst, White Oak Commercial Finance
Credit Services
New York
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Shernel D. Jean-Pierre

Senior Analyst, White Oak Commercial Finance
New York

Shernel Jean-Pierre serves White Oak Commercial Finance as a Senior Analyst in Credit Services with primary responsibility for assessing the credit worthiness of wholesale and retail businesses. Ms. Jean-Pierre received a B.S in Business Administration and Marketing from Long Island University, where she graduated with honors.

Sean Hickey
Vice President, White Oak Healthcare Finance
Healthcare Finance
New York
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Sean Hickey

Vice President, White Oak Healthcare Finance
New York

Mr. Hickey serves White Oak Healthcare Finance as an Vice President. He previously helped establish a Sponsor Healthcare vertical at Webster Bank. Prior to that, he worked at Antares Capital L.P. and GE Capital Healthcare Financial Services providing debt financing and investing equity in leveraged buyout transactions. Mr. Hickey received a B.A. from The University of North Carolina at Chapel Hill in Economics and Romance Languages. 

Ryan Power
Associate, White Oak Commercial Finance
ABL & Factoring
New York
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Ryan Power

Associate, White Oak Commercial Finance
New York

Mr. Power serves White Oak Commercial Finance as an Underwriting Associate. He previously served at Berkeley Research Group as a summer associate in the Valuation group. Mr. Power received B.B.A. from the University of Miami, majoring in Economics with dual minors in Finance and International Business.

Ronald J. Buck
Managing Director, White Oak Global Advisors
Term Loans
New York
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Ronald J. Buck

Managing Director, White Oak Global Advisors
New York

Mr. Buck serves White Oak as Managing Director of Underwriting, with primary responsibility for underwriting new investment opportunities for White Oak’s private debt fund. Mr. Buck has nearly 30 years of credit, investment management, special situations investing, and private lending experience. Previously, Mr. Buck was a Managing Partner and Co-Founder of Corsair Partners, LLC, a manager of several special situations and direct lending funds. He also served as a Vice President in Chase Manhattan Banks middle market leveraged lending group and its corporate loan restructuring department. He received an M.B.A. from the Wharton School at the University of Pennsylvania and a B.A. in Finance from the University of Massachusetts at Amherst.

Richard W. Friedman
Associate Portfolio Manager/Operations, White Oak Global Advisors
Credit Services
San Francisco
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Richard W. Friedman

Associate Portfolio Manager/Operations, White Oak Global Advisors
San Francisco

Mr. Friedman serves as an Associate 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.

Richard Lampack
Senior Vice President, White Oak Healthcare Finance
Healthcare Finance
New York
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Richard Lampack

Senior Vice President, White Oak Healthcare Finance
New York

Mr. Lampack joins White Oak Healthcare Finance as Senior Vice President of Operations and Accounting based in the New York office.  Prior to joining White Oak, Mr. Lampack was a founding member of EverBank Business Credit and its predecessor entity HVB Capital Credit, responsible for all finance, operations, loan support and administrative functions.  Mr. Lampack previously held similar roles with several specialty industry groups of Wells Fargo Capital Finance and was the Product Controller/CFP for Wachovia Capital Finance/Congress Financial.  Mr. Lampack has held various front and back office positions in the commercial finance industry with A.J. Armstrong, Security Pacific Business Credit, Heller Financial and FINOVA Capital.  Rick has an M.B.A. in Finance from Pace University in New York and his undergraduate business degree from Bryant University in Rhode Island.

Puneet S. Chabbewal
Vice President, White Oak Global Advisors
Term Loans
San Francisco
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Puneet S. Chabbewal

Vice President, White Oak Global Advisors
San Francisco

Mr. Chabbewal is a Vice President of Underwriting for White Oak and is responsible for assisting in the underwriting and servicing portfolio investments for White Oak’s private debt funds. Mr. Chabbewal joined White Oak in August of 2012. Previously, he was an Investment Banking Analyst at Moelis & Company, where he focused on executing M&A, equity and debt transactions across a variety of sectors. Mr. Chabbewal received his B.S. in Finance from the Kelley School of Business at Indiana University of Bloomington.

Philip Neal
Vice President, White Oak ABL
ABL & Factoring
San Francisco
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Philip Neal

Vice President, White Oak ABL
San Francisco

Mr. Neal is a Vice President of Underwriting for White Oak ABL with primary responsibility for underwriting and servicing portfolio investments for White Oak’s private debt funds.  He previously served at Lampert Debt Advisors, a boutique investment bank where he focused on evaluating, structuring and executing middle market debt financing transactions and began his career at Deloitte & Touche, LLP.  Mr. Neal received a B.S. in Business Administration with concentrations in Finance and Accounting and a Master of Accountancy from Kansas State University.

Peter Zone
Director, White Oak Healthcare Finance
Healthcare Finance
New York
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Peter Zone

Director, White Oak Healthcare Finance
New York

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.

Nyall Islam
Associate, White Oak Global Advisors
Term Loans
San Francisco
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Nyall Islam

Associate, White Oak Global Advisors
San Francisco

Mr. Islam is an Associate of Underwriting at White Oak.  Previously, he served as an Investment Banking Analyst at Duff & Phelps Securities, LLC.  Mr. Islam received a B.A. in Political Economics, and a certificate in Markets and Management Studies from Duke University in 2016. He holds the Series 62, 63 and 79.

Nsona Whiteman
Account Executive, White Oak Business Capital
ABL & Factoring
Maryland
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Nsona Whiteman

Account Executive, White Oak Business Capital
Maryland

Ms. Whiteman-St. Louis serves White Oak Business Capital as an Account Executive with 16 years of experience in secured lending.  Previously, Ms. Whiteman-St. Louis served as a portfolio manager in commercial banking, underwriting and managing core commercial, technology, government contracting, and not-for-profit client relationships.  Ms. Whiteman-St. Louis holds a B.B.A. in Finance and a M.A. in Economics from Howard University.  Mr. Whiteman-St. Louis also holds a Credit Risk Certification with the Risk Management Association (RMA) in 2015.

Milbrey "Casey" Jones
Managing Director, White Oak Global Advisors
Marketing & Investor Relations
San Francisco
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Milbrey "Casey" Jones

Managing Director, White Oak Global Advisors
San Francisco

Mr. Jones serves White Oak as Managing Director of Marketing, with primary responsibility for new business development. He was previously with Maybridge Partners, an investment management consulting firm specializing in defined benefit pension plans, which he founded. Mr. Jones has also served as a partner at Salus Capital Management, and as vice president of marketing and client servicing at Alliance Capital Management. Mr. Jones served the Marin County Retirement System as a Trustee and Chairman of the Investment Committee for over a decade, and as President of SACRS (State Association of County Retirement Systems, the 20 largest counties in California, representing over $100 billion in defined benefit plans assets). Mr. Jones holds a B.S. in Industrial Management from San Jose State University, an Advanced Management Certification from The Wharton School of Business at the University of Pennsylvania, and Series 7 and 63 designations from FINRA.

Mignon Winston
Director, White Oak Commercial Finance
ABL & Factoring
New York
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Mignon Winston

Director, White Oak Commercial Finance
New York

Ms. Winston serves White Oak Commercial Finance as Director of Underwriting in ABL.  In this role, she analyzes, evaluates and closes new business transactions for WOCF’s ABL portfolio.  Prior to White Oak, Ms. Winston held underwriting, credit administration and portfolio management positions at Sterling National Bank, First Capital, Wells Fargo Bank, CIT, Heller Financial and Chemical Bank, where she received formal credit training.  Ms. Winston is a graduate of Harvard University, with an M.B.A. from New York University.

Michael T. Burke
Vice President, White Oak Global Advisors
Term Loans
San Francisco
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Michael T. Burke

Vice President, White Oak Global Advisors
San Francisco

Mr. Burke is a Vice President of Underwriting for White Oak, with primary responsibility for underwriting and servicing portfolio investments for White Oak’s private debt funds. He previously served at both Medley Management and Ares Management, where he focused on middle market credit investing and restructuring. Mr. Burke received a B.S. in Business Administration with a concentration in Finance from the University of Richmond.

Michael Won
Senior Director, White Oak Healthcare Finance
Healthcare Finance
New York
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Michael Won

Senior Director, White Oak Healthcare Finance
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.  

Melissa Hearon
HR Manager, White Oak Global Advisors, LLC
Corporate
San Francisco
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Melissa Hearon

HR Manager, White Oak Global Advisors, LLC
San Francisco

Ms. Hearon serves White Oak Global Advisors, LLC as a Manager on the Human Resources team, based in the San Francisco office.  Ms. Hearon joins us from TPG Global, LLC, where she provided HR business support to their 16 global offices as their HR Coordinator for the past four years.  Prior to TPG, Ms. Hearon worked as a paralegal focused on banking compliance for several law offices based in Atlanta, Georgia.  Ms. Hearon holds a B.A. in Political Science from Georgia State University and her Legal Studies Certification from Emory University.

Marcelo E. Sarago
Managing Director, White Oak Global Advisors
Term Loans
New York
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Marcelo E. Sarago

Managing Director, White Oak Global Advisors
New York

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.

Lyndsey McLaughlan
Manager, White Oak Global Advisors
Marketing & Investor Relations
Denver
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Lyndsey McLaughlan

Manager, White Oak Global Advisors
Denver

Ms. McLaughlan serves White Oak Global Advisors as Manager, Investor Relations.  She has over 20 years of investment experience working with all types of institutional investors.  At Wilshire Consulting, she served as the RFP Coordinator in the firm’s business development and marketing efforts.  Prior to Wilshire,  Ms. McLaughlan worked at Pathway Capital Management for over 10 years, in various marketing and business development roles.  She also worked at Los Angeles County Employees Retirement Association in its investment office, overseeing LACERA’s private equity portfolio.  Ms. McLaughlan received her B.A. in Economics from the University of Southern California.

Louis J. Sulpizio
Managing Director, White Oak Commercial Finance
ABL & Factoring
Los Angeles
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Louis J. Sulpizio

Managing Director, White Oak Commercial Finance
Los Angeles

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.

Lilly Meng
Vice President, White Oak Commercial Finance
ABL & Factoring
New York
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Lilly Meng

Vice President, White Oak Commercial Finance
New York

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.

Laquanda N. Franklin
Vice President, White Oak Commercial Finance
ABL & Factoring
New York
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Laquanda N. Franklin

Vice President, White Oak Commercial Finance
New York

Ms. Franklin serves White Oak Commercial Finance as a Vice President of Underwriting in ABL and Factoring with a primary responsibility underwriting and servicing WOCF portfolio loans. Previously, she worked at GMAC Commercial Finance as a Team Leader in Client Accounting. Ms. Franklin received a B.S. in Finance from Seton Hall University.

Kyle R. Landau
Senior Associate, White Oak Global Advisors
Term Loans
San Francisco
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Kyle R. Landau

Senior Associate, White Oak Global Advisors
San Francisco

Mr. Landau serves White Oak as a Senior Associate, Portfolio Management, with primary responsibility for managing and servicing White Oak’s private debt portfolio investments. He previously served 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.

Kristofer Trujillo
Assistant Vice President, White Oak Healthcare Finance
Healthcare Finance
Chicago
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Kristofer Trujillo

Assistant Vice President, White Oak Healthcare Finance
Chicago

Mr. Trujillo serves White Oak as an Assistant Vice President specializing in healthcare real estate underwriting. He previously served Capital One Healthcare and GE Capital Healthcare Financial Services in similar capacities. Mr. Trujillo received a BBA in Finance from the University of Notre Dame and an MBA from Northwestern University’s Kellogg School of Management.

Kristian Kemppainen
Analyst, White Oak Global Advisors
Term Loans
San Francisco
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Kristian Kemppainen

Analyst, White Oak Global Advisors
San Francisco

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. 

Kevin L. Grossman
Managing Director, White Oak Global Advisors
Term Loans
Denver
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Kevin L. Grossman

Managing Director, White Oak Global Advisors
Denver

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.

Kevin J. Berry
Senior Analyst, White Oak Global Advisors
Term Loans
San Francisco
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Kevin J. Berry

Senior Analyst, White Oak Global Advisors
San Francisco

Mr. Berry serves White Oak as an Senior Analyst, Portfolio Management, with primary responsibility for managing and servicing White Oak’s private debt portfolio 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.

Katia J. Gonzalez
Analyst, White Oak Commercial Finance
Credit Services
New York
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Katia J. Gonzalez

Analyst, White Oak Commercial Finance
New York

Ms. Gonzalez serves White Oak Commercial Finance as an Analyst in Credit Services with primary responsibility for assessing the credit worthiness of wholesale and retail businesses. Previously Ms. Gonzalez Served at State Farm Insurance in client services and management. Ms. Gonzalez received a B.A.S in Supervision and Management from Daytona State College.

Joyce Zhang
Senior Associate, White Oak Global Advisors
Term Loans
San Francisco
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Joyce Zhang

Senior Associate, White Oak Global Advisors
San Francisco

Ms. Zhang is a Senior Associate of Underwriting at White Oak, with primary responsibility for underwriting portfolio investments for White Oak’s private debt funds.  She joined White Oak in 2018 from the Finance and Strategy group at Proterra. Prior to that, Ms. Zhang was an Associate in the Debt Investment Group at Golden Gate Capital, where she invested across the capital structure on high yield loans and bonds.  Ms. Zhang started out her career as an Analyst in Citigroup’s Leveraged Finance practice. She received her B.A. in Economics from Harvard University.

Joseph J. Silipigni
Director, White Oak Commercial Finance
ABL & Factoring
Charlotte
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Joseph J. Silipigni

Director, White Oak Commercial Finance
Charlotte

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.

Joseph Sforza
Managing Director, White Oak Commercial Finance
ABL & Factoring
New York
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Joseph Sforza

Managing Director, White Oak Commercial Finance
New York

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.

Jonathan Setiabrata
Manager, White Oak Global Advisors
Marketing & Investor Relations
San Francisco
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Jonathan Setiabrata

Manager, White Oak Global Advisors
San Francisco

Mr. Setiabrata serves White Oak as Manager, Investor Relations, with primary responsibility for investor servicing, capital activity and marketing. He previously served as a Fixed Income Analyst at J.P. Morgan, where he was a member of the client portfolio management team. Mr. Setiabrata holds a B.S. in Chemical Engineering from Yale University, where he graduated with Honors.

Jonathan Baker
Managing Director, White Oak Merchant Partners
Corporate
San Francisco
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Jonathan Baker

Managing Director, White Oak Merchant Partners
San Francisco

Mr. Baker joins White Oak Merchant Partners, LLC as Managing Director based in the San Francisco office.  He will be responsible for running White Oak’s Capital Markets efforts.  Mr. Baker has over 25 years of experience in the financial sector having worked for Credit Suisse and Deutsche Bank in New York, London and San Francisco.  He has held various roles throughout his career including Debt Capital Markets, Government Bond Trading, Emerging Markets and Structured Finance.  Mr. Baker holds a Bachelor of Arts degree in Government and International relations from Cornell University.

John R. LeClair
Director, White Oak Commercial Finance
ABL & Factoring
New York
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John R. LeClair

Director, White Oak Commercial Finance
New York

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.

John Davis Clark
Account Executive, White Oak Business Capital
ABL & Factoring
Maryland
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John Davis Clark

Account Executive, White Oak Business Capital
Maryland

Mr. Clark serves White Oak Business Capital as an Account Executive with primary responsibility to manage the portfolio of factoring and asset based lending relationships.  Previously, Mr. Clark served Xenith Bank (N.K.A. Union Bank) underwriting both commercial & industrial and commercial real estate facilities for clients operating across a plurality of industries.  Mr. Clark holds a B.S. in Finance from Virginia Tech.

John Merille
Director, White Oak Commercial Finance
ABL & Factoring
Los Angeles
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John Merille

Director, White Oak Commercial Finance
Los Angeles

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.

Jeremy Livi
Analyst, White Oak Healthcare Finance
Healthcare Finance
New York
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Jeremy Livi

Analyst, White Oak Healthcare Finance
New York

Mr. Livi serves White Oak Healthcare Finance as an analyst. He interned with the healthcare team over the summer and is now a full time analyst. He assists in the process of underwriting deals and portfolio management. Mr. Livi received his B.A in Finance from the Sy Syms School of Business at Yeshiva University.

Jeffrey J. Habicht
Director, White Oak Global Advisors
Term Loans
San Francisco
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Jeffrey J. Habicht

Director, White Oak Global Advisors
San Francisco

Mr. Jeffrey Habicht serves White Oak as Director of Underwriting. He previously served Origami Capital Partners, Neuberger Berman Group’s Distressed Debt Team, and Piper Jaffray & Co. in its Healthcare Investment Banking Division. Mr. Habicht received a B.B.A. with distinction in Finance, Investments and Banking from the School of Business at the University of Wisconsin-Madison.

Jay W. Putt
Vice President, White Oak Healthcare Finance
Healthcare Finance
New York
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Jay W. Putt

Vice President, White Oak Healthcare Finance
New York

Mr. Putt serves as Vice President for White Oak Healthcare Finance. Mr. Putt’s primary roles include lead underwriter for the group’s ABL vertical, as well as overseeing the group’s project management, collateral management and portfolio analytics/reporting responsibilities. Mr. Putt brings over 20 years of qualitative and quantitative healthcare experience, including multiple senior roles in workout and restructuring, portfolio management and audit with Capital One Healthcare and GE Capital Healthcare Financial Services. Mr. Putt received an M.B.A. and M.S. in Healthcare Administration from University of Maryland University College and a B.A. in Finance/Accounting from the University of Pittsburgh.

James Chan
Managing Director, White Oak Trade & Specialty Finance
ABL & Factoring
Los Angeles
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James Chan

Managing Director, White Oak Trade & Specialty Finance
Los Angeles

Mr. Chan serves White Oak as Managing Director, White Oak Trade and Specialty Finance, with primary responsibility for originating, analyzing and structuring complex trade finance and term loan opportunities across select markets.

Mr. Chan has extensive experience across the commodity and private credit investment sector. Prior to joining White Oak Trade and Specialty Finance, Mr. Chan served as a Senior Trader with MET commodities and the Noble Group where his responsibilities included developing and managing derivative exposures generated from physical positions across the energy space.  Prior to this, Mr. Chan served with Cheyne Capital Management as Portfolio Manager within their Structured Finance Group where he was tasked with the origination and structuring of complex investment opportunities that spanned the private credit space. Before joining Cheyne Capital Management, Mr. Chan held positions with BlackRock within their Global Credit Group and with Nomura Securities in their Principal Finance Group where he covered investments across both the public and private credit sectors.

Mr. Chan received a Bachelor of Science with honors in Biochemistry from the University of London, Kings College and a Master’s of Science in International Management from the University of London, Royal Holloway College.

James Yates
Senior Analyst, White Oak ABL
ABL & Factoring
San Francisco
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James Yates

Senior Analyst, White Oak ABL
San Francisco

Mr. Yates serves the White Oak ABL team as a Senior Analyst. Previously, he served as a strategic consultant at General Electric, working across various industries in more than a dozen countries. His prior experience includes work in Sales & Trading at Wells Fargo. Mr. Yates received a B.S in Finance from Wake Forest University.

James Felton
Senior Associate, White Oak ABL Services U.K.
ABL & Factoring
London
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James Felton

Senior Associate, White Oak ABL Services U.K.
London

Mr. Felton serves White Oak ABL Services U.K. as a Senior Associate, responsible for the structuring and execution of complex asset based lending transactions across the U.K. and Europe. Mr. Felton is an Associate of the Institute of Chartered Accounts in England and Wales.  Prior to joining White Oak Mr. Felton acted as a financial services specialist for over six years at KPMG U.K. in roles across Corporate Finance M&A, Deal Advisory and Audit.

Jake Gram
Analyst, White Oak Global Advisors
Term Loans
San Francisco
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Jake Gram

Analyst, White Oak Global Advisors
San Francisco

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.

Jacob Schapiro
Senior Associate, White Oak ABL
ABL & Factoring
San Francisco
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Jacob Schapiro

Senior Associate, White Oak ABL
San Francisco

Mr. Schapiro is a Senior Associate of Underwriting for White Oak ABL with primary responsibility for underwriting and servicing portfolio investments for White Oak’s private debt funds. Prior to joining White Oak, Mr. Schapiro served at Hamilton Lane, where he focused on the evaluation and due diligence of direct credit investment opportunities on behalf of the firm’s SMAs and dedicated commingled vehicles. Mr. Schapiro began his career at Citigroup Global Markets. He received a B.B.A. with a concentration in Finance from Emory University’s Goizueta Business School.

Ian Corfield
Managing Director, White Oak ABL
ABL & Factoring
London
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Ian Corfield

Managing Director, White Oak ABL
London

Mr. Corfield serves White Oak ABL as a Managing Director, with primary responsibility for originating and structuring complex Asset Based Lending transactions in the UK and Europe.  Mr. Corfield is a Fellow of the Institute of Chartered Accountants in England & Wales and a Licensed Insolvency Practitioner with over 25 years’ advisory and workout experience.  He has previously served as a Director, KPMG LLP; Partner at Grant Thornton UK LLP; Managing Director, Duff & Phelps Limited; and Head of Corporate Finance, CBRE Hotels EMEA.

Hue Vuong
Associate, White Oak Global Advisors
Term Loans
San Francisco
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Hue Vuong

Associate, White Oak Global Advisors
San Francisco

Ms. Vuong joins White Oak Global Advisors, LLC as an Associate within Underwriting.  Ms. Vuong previously worked as an Analyst for Oak Hill Advisors.  She previously held roles at KAUST Investment Management Company and Dodge & Cox.  She earned her MBA from the Yale School of Management and her B.S. in Economics with a concentration in Finance and Statistics from the University of Pennsylvania.

Gregory B. Stilson
Managing Director, White Oak Global Advisors
Credit Services
San Francisco
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Gregory B. Stilson

Managing Director, White Oak Global Advisors
San Francisco

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.

Glenn Schwartz
Director, White Oak Commercial Finance
ABL & Factoring
New York
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Glenn Schwartz

Director, White Oak Commercial Finance
New York

Mr. Schwartz serves White Oak Commercial Finance as a Director of Underwriting in ABL and Factoring, responsible for underwriting and servicing WOCF ABL portfolio loans. He has over 20 years of experience in the commercial finance industry having held positions in business development, underwriting, portfolio management and special assets. Prior to joining WOCF, Mr. Schwartz served a Belgian bank providing asset based loans to the U.S. diamond and jewelry industry. He has also worked for GMAC Commercial Finance, BNY Financial Corp. and Congress Financial Corp. in both factoring and asset based lending capacities. Mr. Schwartz is the President of the Commercial Finance League, past President and current Board member of the 475 Esquire Toppers business networking group and an active member of the Commercial Finance Association. Mr. Schwartz holds a B.A. from Vassar College where he majored in Political Science and minored in Economics.

Gino N. Clark
Managing Director, White Oak Commercial Finance
ABL & Factoring
Los Angeles
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Gino N. Clark

Managing Director, White Oak Commercial Finance
Los Angeles

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.

Eugene M. Urman
Vice President, White Oak Commercial Finance
ABL & Factoring
New York
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Eugene M. Urman

Vice President, White Oak Commercial Finance
New York

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.

Ethan Rosenblum
Vice President, White Oak Commercial Finance
ABL & Factoring
New York
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Ethan Rosenblum

Vice President, White Oak Commercial Finance
New York

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.

Edward Scott
Managing Director, White Oak Global Advisors
Term Loans
New York
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Edward Scott

Managing Director, White Oak Global Advisors
New York

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.

Donte J. Lewis
Vice President, White Oak Commercial Finance
Corporate
New York
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Donte J. Lewis

Vice President, White Oak Commercial Finance
New York

Mr. Lewis serves White Oak Commercial Finance as Vice President of Financial Operations, with primary responsibility of minimizing bad debt risk and maximizing accounts receivable collections. Previously Mr. Lewis served at American Honda/Acura Finance Services as a Senior Advisor. Mr. Lewis also served a second lieutenant in the U.S. Army Reserve (31 Alpha) and received a B.S. in Criminal Justice and Corrections from Bethune-Cookman University.

Donald G. Norman
Director, White Oak Commercial Finance
ABL & Factoring
Los Angeles
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Donald G. Norman

Director, White Oak Commercial Finance
Los Angeles

Mr. Norman serves White Oak Commercial Finance as Director of Underwriting in ABL and Factoring, primarily responsible for underwriting new and existing WOCF portfolio loans. Mr. Norman has over 15 years of experience in the commercial lending space. Previously, he worked for over a decade as an owner-operator of staffing companies. Mr. Norman has an M.B.A. from Pepperdine University and a B.S. from California State University-Northridge.

David A. Sherman
Senior Associate, White Oak Global Advisors
Term Loans
San Francisco
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David A. Sherman

Senior Associate, White Oak Global Advisors
San Francisco

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.

David Montiel
Director, White Oak Commercial Finance
ABL & Factoring
Charlotte
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David Montiel

Director, White Oak Commercial Finance
Charlotte

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.

David Katz
Vice President, White Oak Commercial Finance
Credit Services
New York
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David Katz

Vice President, White Oak Commercial Finance
New York

Mr. Katz serves White Oak Commercial Finance as a Director of Underwriting, with primary responsibility for assessing the credit worthiness of wholesale and retail businesses. Mr. Katz has been with the company and its predecessors for over two decades. Previously Mr. Katz worked in credit underwriting and analysis at Heller Financial Corp and Milberg Factors, Inc. Mr. Katz received a B.A. in American History from the State University of New York at Albany.

David Hyams
Managing Director, White Oak Healthcare Finance
Healthcare Finance
New York
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David Hyams

Managing Director, White Oak Healthcare Finance
New York

Mr. Hyams serves White Oak as a Managing Director of White Oak Healthcare Finance, with primary responsibility for underwriting and portfolio management.  Mr. Hyams is an experienced finance professional dealing exclusively with the healthcare industry for over 24 years.  He previously served as a co-founder of Healthcare Finance Group (“HFG”) in 2000, assuming the role of Chief Credit Officer, while also serving as a member of the Board of Directors.  The company grew substantially over the next 13 years, reaching total lending commitments of nearly a billion dollars while maintaining a record of no credit losses.  At HFG, Mr. Hyams was responsible for all facets of both asset based and cash flow loans, including direct management of all workouts and bankruptcies.  He managed both the portfolio management and due diligence groups and also played a key role in the development of the proprietary healthcare receivable tracking system used to manage client loans at HFG.  Prior to HFG, Mr. Hyams held due diligence and account management roles at CIT’s Factoring Group and completed the formal bank credit training program at Manufacturers Hanover Trust.  Mr. Hyams also served as a vice president at Daiwa Securities America and was instrumental in helping to build that firm’s healthcare finance business.  Mr. Hyams holds a B.S. from State University of New York at Binghamton.

David Mitchell
Senior Vice President and Senior Business Development Officer, White Oak Business Capital
ABL & Factoring
Atlanta
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David Mitchell

Senior Vice President and Senior Business Development Officer, White Oak Business Capital
Atlanta

Mr. Mitchell is the Senior Vice President and Senior Business Development Officer for White Oak Business Capital. Mr. Mitchell has more than 25 years of experience in commercial banking, asset based lending, and government contracting finance. With strong ties to the Atlanta business community, Mr. Mitchell has supported numerous organizations focused on access to capital for small and middle market companies. He has partnered with and been a member of organizations such as the Georgia Minority Supplier Development Council (GMSDC), the National Contract Management Association (NCMA), and the Commercial Finance Association (CFA). Mr. Mitchell holds a B.A. in Business Administration with concentration in Finance from Morehouse College in Atlanta, Georgia.

Daniel T. Reilly
Managing Director, White Oak Healthcare Finance
Healthcare Finance
New York
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Daniel T. Reilly

Managing Director, White Oak Healthcare Finance
New York

Mr. Reilly serves White Oak as Managing Director 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.

Daniel E. Homrich
Associate, White Oak Global Advisors
Term Loans
San Francisco
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Daniel E. Homrich

Associate, White Oak Global Advisors
San Francisco

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. 

Cristina Cancilla
Senior Analyst, White Oak Healthcare Finance
Healthcare Finance
New York
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Cristina Cancilla

Senior Analyst, White Oak Healthcare Finance
New York
Ms. Cancilla serves White Oak Health Care Finance as a Senior Analyst of Financial Operations. Her primary responsibilities are servicing the company’s loan portfolio and maintaining the company’s books and records. Prior to joining White Oak, she worked as a project accountant at Sydell Group. She started her career at Healthcare Finance Group (HFG) where she worked as a senior accountant. Ms. Cancilla received her B.B.A. in accountancy with a minor in psychology from Baruch College.
Craig Fuller
Analyst, White Oak Global Advisors
Term Loans
San Francisco
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Craig Fuller

Analyst, White Oak Global Advisors
San Francisco

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.

Claire E. Reintjes
Associate, White Oak Global Advisors
Term Loans
San Francisco
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Claire E. Reintjes

Associate, White Oak Global Advisors
San Francisco

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.

Cindy Skipper
Vice President, White Oak Commercial Finance
ABL & Factoring
Charlotte
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Cindy Skipper

Vice President, White Oak Commercial Finance
Charlotte

Ms. Skipper serves White Oak Commercial Finance as a Vice President of Underwriting, primarily responsible for assessing the creditworthiness of wholesale and retail businesses, specializing in the furniture industry.  She has over 20 years within factoring and commercial finance, having held numerous positions in Credit Services. Previously Ms. Skipper worked for Wells Fargo Trade Capital Services, Inc., SunTrust Bank, Inc. and First Factors Corp/GE Capital Corp.  Ms. Skipper received a B.S. in Business Administration from Gardner-Webb University.

Christopher A. Gouskos
Managing Director, White Oak Global Advisors
Term Loans
Atlanta
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Christopher A. Gouskos

Managing Director, White Oak Global Advisors
Atlanta

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.    

Chloe Zhu, CFA
Senior Associate, White Oak ABL
ABL & Factoring
San Francisco
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Chloe Zhu, CFA

Senior Associate, White Oak ABL
San Francisco

Ms. Zhu serves White Oak ABL as Senior Associate, and is responsible for assisting in the underwriting and servicing of portfolio investments for White Oak’s private debt funds. Prior to White Oak, she worked at an emerging market fund, where she focused on structuring and underwriting trade finance and term loan deals in Asia, Latin America and Sub-Saharan Africa. Previously, Ms. Zhu served as sell-side research associate at JPMorgan, where she focused on high yield bonds and leveraged loans. Her team was ranked as No. 3 high yield healthcare research team by Institutional Investors. Ms. Zhu received a B.A. in Economics from the University of Chicago. Ms. Zhu is a CFA® charterholder.

Chirag Odhav
Analyst, White Oak Global Advisors
Term Loans
San Francisco
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Chirag Odhav

Analyst, White Oak Global Advisors
San Francisco

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.

Charles M. Carbone
Director, White Oak Commercial Finance
ABL & Factoring
New York
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Charles M. Carbone

Director, White Oak Commercial Finance
New York

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.

Charles H. Sharf
Managing Director, White Oak Commercial Finance
ABL & Factoring
New York
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Charles H. Sharf

Managing Director, White Oak Commercial Finance
New York

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.

Carlos E. Acedo
Vice President, White Oak Commercial Finance
ABL & Factoring
Charlotte
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Carlos E. Acedo

Vice President, White Oak Commercial Finance
Charlotte

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.

Caitlin Novak
Assistant Vice President, White Oak Healthcare Finance
Healthcare Finance
Chicago
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Caitlin Novak

Assistant Vice President, White Oak Healthcare Finance
Chicago

Ms. Novak serves White Oak as an Assistant Vice President in Underwriting within the Healthcare Group.  Prior to joining White Oak, she worked at Capital One and GE Capital for the last five years specializing in Healthcare Real Estate and also completed GE Capital’s two year rotational Risk Management Program. Ms. Novak received a B.A. in Management with concentrations in Finance and Mathematics from Boston College.

Benjamin Szteinberg
Vice President, White Oak Commercial Finance
Credit Services
New York
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Benjamin Szteinberg

Vice President, White Oak Commercial Finance
New York

Mr. Szteinberg serves White Oak Commercial Finance as a Vice President of Underwriting with a focus on client field examinations. Previously, he worked at GMAC Commercial Finance as the regional field examination manager. Mr. Szteinberg received a B.S. in Accounting from Brooklyn College.

Austin A. Szafranski
Vice President, White Oak Global Advisors
Term Loans
San Francisco
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Austin A. Szafranski

Vice President, White Oak Global Advisors
San Francisco

Mr. Szafranski is a Vice President of Underwriting for White Oak, with primary responsibility for underwriting and servicing portfolio investments for White Oak’s private debt funds. Prior to joining White Oak, Mr. Szafranski served as an Associate at Bank of Montreal in its Sponsored Finance Group, where he focused on structuring, executing, and managing debt investments in middle market companies owned by private equity sponsors. Prior to BMO, Mr. Szafranski began his career as an Associate at PNC Financial Services Group, Inc. Mr. Szafranski received a B.S. in Economics with a concentration in Finance from the Wharton School of the University of Pennsylvania.

Arthur R. Goldsmith
Vice President, White Oak Commercial Finance
Credit Services
Los Angeles
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Arthur R. Goldsmith

Vice President, White Oak Commercial Finance
Los Angeles

Mr. Goldsmith serves White Oak Commercial Finance as a Director of Underwriting, with primary responsibility for assessing the credit worthiness of wholesale and retail businesses. Previously Mr. Goldsmith served at Heller Financial, where he focused on underwriting credit for wholesale and retail accounts. Mr. Goldsmith received a B.S. in Finance from Northeastern Illinois University.

Allan J. Marzen
Managing Director, White Oak Global Advisors
Term Loans
New York
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Allan J. Marzen

Managing Director, White Oak Global Advisors
New York

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.

Alexandra Gormly
Senior Associate, White Oak Global Advisors
Marketing & Investor Relations
San Francisco
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Alexandra Gormly

Senior Associate, White Oak Global Advisors
San Francisco

Ms. Gormly is a Senior Associate on the White Oak Investor Relations team. Prior to joining White Oak, she was a Research Analyst at GAM in New York City on the fund of funds team focusing on various hedge fund strategies. Previously, she served as a Junior Manager at PR Consulting, a public relations firm. Ms. Gormly holds a B.A. in Media Studies from the University of California, Berkeley. 

Alec Papesch
Analyst, White Oak Global Advisors
Term Loans
New York
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Alec Papesch

Analyst, White Oak Global Advisors
New York

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.

Albert J. Brandano
Vice President, White Oak Global Advisors
Term Loans
San Francisco
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Albert J. Brandano

Vice President, White Oak Global Advisors
San Francisco

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.