OAK HILL ADVISORS - Key Persons

Adam B. Hahn

Job Titles:

Managing Director, Deputy General Counsel - U.S

Adam B. Hahn provides legal services to OHA. Prior to joining OHA, Mr. Hahn worked as a Director and Senior Investment Structuring Officer for UBS Hedge Fund Solutions LLC, where he focused on investment structuring and investor-related advocacy. Prior to UBS, Mr. Hahn worked as Associate General Counsel for Millennium Management LLC, where he focused on product development, global marketing and investor relations-related matters. He began his career as an Associate in the Investment Management (Private Funds) Group at Paul, Weiss, Rifkind, Wharton & Garrison LLP. Mr. Hahn earned his B.B.A. in Finance, magna cum laude, from the University of Georgia and his J.D., magna cum laude, from New York Law School, where he was a John Marshall Harlan Honors Scholar.

Adam Nankervis

Job Titles:

Partner
Portfolio Manager
Portfolio Manager & Partner / New York

Adam Nankervis shares portfolio management responsibilities for a number of OHA's portfolios. Mr. Nankervis serves on the firm's new product and business activity committee. Previously, he had senior research responsibility for the paper and packaging, services, gaming, lodging and real estate industries. Mr. Nankervis previously worked at Credit Suisse in the Financial Sponsors Group in New York and in the Investment Banking Division in Sydney. He earned a Bachelor of Electrical Engineering (First Class Honors) and a Bachelor of Commerce from the University of Melbourne.

Alex Field

Job Titles:

Managing Director / London

Alex Phipps

Job Titles:

Principal
Principal / New York

Alex Phipps is an investment professional with a focus on the cable, satellite and telecom industries. He most recently worked as a Vice President at Sycamore Partners. Previously, Mr. Phipps served as an Investment Analyst at Paloma Partners Management Company and a Distressed Debt Analyst at Citigroup. He earned a B.S. in Integrated Business and Engineering from Lehigh University.

Alexandre Hercot

Job Titles:

Principal / London

Alexis Atteslis

Job Titles:

Co - Head of Europe & Partner / London

Amberly S. Treibert

Job Titles:

Managing Director, Deputy Chief Compliance Officer / New York

Amy Williams

Job Titles:

Principal, Head of CLO Accounting / Fort Worth

Andrew Winer

Job Titles:

Managing Director, Chief Operating Officer - BDCs
Managing Director, Chief Operating Officer - BDCs / New York

Andrew Winer works in the area of new business development and has primary responsibility for operations of OHA's BDCs and similar vehicles. Prior to joining OHA, Mr. Winer was the Co-Founder and Portfolio Manager of Sound Point Capital's commercial real estate business and served as Chief Investment Officer of InPoint Commercial Real Estate Income Inc. Previously, Mr. Winer served as President of Global Net Lease, Inc. and worked at Credit Suisse and predecessor firms in a variety of commercial real estate and structured finance related positions. Mr. Winer earned a Master of Accountancy and a B.B.A. in Accounting from the University of Michigan School of Business.

Benjamin Lawrence

Job Titles:

Managing Director / New York

Benoit Charles

Job Titles:

Managing Director / London

Charles Quay

Job Titles:

Principal
Principal / New York

Charles Quay serves as an investment professional with a primary focus on commercial real estate. Prior to joining OHA, Mr. Quay worked at Silver Point Capital where he was responsible for commercial real estate debt and equity investments. Previously, he worked at Realty Finance Trust, the high-yield mortgage REIT subsidiary of AR Global, as an originations and underwriting associate after beginning his career in property acquisitions at Realty Income. Mr. Quay earned a B.S. in Applied Economics and Management, cum laude, from Cornell University.

Charlie Hannigan - Managing Director

Job Titles:

Managing Director
Managing Director / New York

Charlie Hannigan shares responsibility for investment product development and client coverage. Prior to joining OHA, Mr. Hannigan was a Managing Director at Perella Weinberg Partners, where he was responsible for marketing and investor relations for the asset management business. Prior to PWP, he served in business development roles at Cutwater Asset Management, Caxton Associates and The Carlyle Group. Mr. Hannigan currently serves on the Board of Directors of Domus Kids, Inc. He earned a B.A. from The College of the Holy Cross.

Chris Kenny - Managing Director

Job Titles:

Managing Director
Managing Director / New York

Chris Kenny serves as an investment professional focused on stressed and distressed investments as well as GP solutions financing. Mr. Kenny most recently worked at Diameter Capital Partners as a Senior Analyst focused on the energy, pipeline and power sectors as well as litigations/liquidations. Previously, he worked at Aurelius Capital Management as a Research Analyst, at Goldman Sachs as a Vice President in the Leveraged Finance Group and served as a submarine Junior Officer in the United States Navy. Mr. Kenny holds a B.S. in Electrical Science and Engineering from the Massachusetts Institute of Technology, a J.D. from the University of Virginia School of Law and an M.B.A. from the University of Virginia Darden School of Business, where he won a Shermet Award.

Colin Blackmore

Job Titles:

Managing Director, European General Counsel & CCO / London

Colleen Mattern

Job Titles:

Principal & Head of Valuations / New York

Colton Dick

Job Titles:

Principal / New York

Courtney Schones

Job Titles:

Principal, Private Deal Operations / Fort Worth

Daniel Lee III

Job Titles:

Managing Director / New York

Danny Ackerman

Job Titles:

Managing Director / New York

David Jarrett

Job Titles:

Principal
Principal / New York

David Jarrett serves as a trader focused on high yield and distressed bonds, equities and other asset classes. Prior to joining OHA, Mr. Jarrett worked as an analyst in the Debt Capital Markets Solutions group at Credit Suisse. He earned a B.A. in Economics and Spanish, cum laude, from Williams College.

David Roca

Job Titles:

Principal / London

Declan Tiernan

Job Titles:

Co - Head of Europe & Partner
Co - Head of Europe & Partner / London

Declan Tiernan shares primary responsibility for managing the firm's European operations, as well as for investment product development and client coverage, and is based in OHA's London office. Mr. Tiernan serves on various firm committees, including the compliance and ESG committees. Prior to joining OHA, he was Managing Director and head of alternative fund distribution at UBS Investment Bank. Mr. Tiernan previously held similar roles at Deutsche Bank and HSBC, where he was responsible for marketing structured and alternative credit products to European and Middle Eastern investors. He earned a B.Sc. (Hons), First Class, and a Ph.D. from Queen's University, Belfast, where he has served as a Member of Senate and sat on the University's Planning and Finance Committee. Mr. Tiernan currently serves as Vice-Chair of the Board of Trustees of the Ireland Funds Great Britain, and sits on the Governing Body of the Royal Irish Academy of Music, where he also chairs the Finance and Pension Trustee Committees. He has earned the Chartered Financial Analyst designation.

Edoardo A. Gerosa - Managing Director

Job Titles:

Managing Director
Managing Director / London

Edoardo A. Gerosa serves as an investment professional with primary focus on European investments, shipping, energy and real estate. Mr. Gerosa previously worked at Goldman Sachs in the Special Assets Group. Prior to that, he worked at JPMorgan on the EMEA Leverage Financed team. Mr. Gerosa earned an M.S. from Cass Business School and a B.S. from Bocconi University.

Edward Velez

Job Titles:

Managing Director & Head of Business Operations
Managing Director & Head of Business Operations / New York
Member of OHA 's Compliance Committee

Edward Velez has primary responsibility for all aspects of OHA's office operations and services. Mr. Velez is a member of OHA's compliance committee. Prior to joining OHA, Mr. Velez worked at Oak Hill Capital Management where he was the Director of Business Operations. Mr. Velez is a military Veteran who served in the United States Marine Corps. He earned a B.S. from the University of Maryland.

Eitan Arbeter

Job Titles:

Portfolio Manager & Partner / New York

Eric Muller

Job Titles:

Portfolio Manager & Partner, Chief Executive Officer - BDCs / New York

Eric Storch - Managing Director

Job Titles:

Managing Director
Managing Director / New York

Eric Storch shares responsibility for investment product development and client coverage. Prior to joining OHA, Mr. Storch was a Managing Director and Co-Head of Marketing and Client Relationships at GSO Capital Partners, where he was responsible for business development with a focus on customized strategies. Prior to GSO, he was a Managing Director and Senior Investment Manager at Seix Investment Advisors with primary responsibility for the Structured Products and Alternative Product Groups. Before joining Seix, Mr. Storch served as a Fixed Income Portfolio Manager at MBIA Asset Management Group. He started his career as a Portfolio Manager and Fixed Income Trader at Kidder Peabody & Co., Inc. Mr. Storch earned a B.S. from Binghamton University and has earned the Chartered Financial Analyst designation.

Erin Aharon

Job Titles:

Principal, Product Specialist / New York

Erin Hartney

Job Titles:

Principal, ESG & Sustainability / New York

Eugene Mendelevich

Job Titles:

Principal / New York

Fritz Thomas

Job Titles:

Head of Client Coverage & Partner / New York

Gail Burlant

Job Titles:

Chief Human Resources Officer / New York

Gary Dmitriev

Job Titles:

Managing Director, Chief Technology Officer / New York

Gerard Waldt

Job Titles:

Managing Director & Chief Financial Officer - BDCs
Managing Director & Chief Financial Officer - BDCs / New York

Gerard Waldt has primary responsibility for financial activities of OHA's BDCs and similar vehicles. Prior to joining OHA, Mr. Waldt was the Deputy Chief Financial Officer at Bain Capital Specialty Finance. Previously, he was Controller and Interim Chief Accounting Officer at Hercules Capital. He earned a B.B.A. in Accounting from James Madison University.

Greg Leveto

Job Titles:

Partner
Portfolio Manager
Portfolio Manager & Partner / New York

Greg Leveto serves as an investment professional focusing on private lending, infrastructure, hard assets and real estate. Before joining OHA, Mr. Leveto ran the Transportation, Infrastructure and Energy Financing group at Deutsche Bank, where he was a Managing Director. He previously worked at Goldman Sachs for eight years, most recently in the Hard Asset Trading group in the Fixed Income division. While at Goldman Sachs, Mr. Leveto also worked as an investment analyst in the Special Asset Group and as an investment banker on the Real Estate, Gaming and Lodging team. He spent the first two years of his career at Land Group Atlanta, a boutique real estate advisory and development firm. Mr. Leveto is on the board of NAMI NYC, an organization focused on mental health awareness and advocacy. He earned a B.S. from the Boston University Questrom School of Business.

Gregory S. Rubin - Chief Legal Officer

Job Titles:

General Counsel
Partner
General Counsel & Partner / New York

Gregory S. Rubin has overall management responsibility for the firm's global legal and compliance services. He serves on various firm committees including the risk, compliance and valuation committees. Mr. Rubin previously served as a Vice President and Regulatory Counsel in the Institutional Securities Group at Morgan Stanley and as a corporate and securities attorney at Lewis and Roca, LLP. He earned a J.D. from Cleveland-Marshall College of Law and a B.B.A. from the University of Cincinnati.

Grove Stafford

Job Titles:

Managing Director, Chief Compliance Officer - Registered Funds & Associate General Counsel / New York

Harpreet S. Anand

Job Titles:

Partner
Portfolio Manager
Portfolio Manager & Partner / New York

Harpreet S. Anand shares portfolio management responsibility for a number of OHA's portfolios. He serves on various firm committees including the compliance committee, investment strategy committee and several fund investment committees. Mr. Anand also serves on the firm's Diversity, Equity and Inclusion Council. Previously, he had senior research responsibility for automotive, building products, chemicals, metals & mining, paper & packaging and aerospace & defense industries. Prior to joining OHA in 2006, Mr. Anand worked at Bear, Stearns & Co. Inc. in its Leveraged Finance/Financial Sponsors Group. He earned a B.B.A., with honors, from the Stephen M. Ross School of Business at the University of Michigan.

Ignacio Gutierrez

Job Titles:

Managing Director / London

Irina Lykina

Job Titles:

Principal, Head of Fund Accounting / Fort Worth

Izzy Goncalves - Managing Director

Job Titles:

Investor
Managing Director
Product Specialist
Managing Director, Product Specialist / New York

Izzy Goncalves works in the areas of investor relations and new business development. Prior to OHA, Mr. Goncalves had product specialist, investment product development and client coverage responsibilities at BlueMountain Capital Management and Marathon Asset Management. He previously worked in the investment banking divisions of Bank of America and Goldman Sachs across corporate finance and M&A client coverage, execution and business management roles. Mr. Goncalves earned a B.A., magna cum laude and Phi Beta Kappa, from Brown University.

Jack Crowell

Job Titles:

Principal, Product Specialist / New York

Jason Ng

Job Titles:

Managing Director / New York

Jean King

Job Titles:

Managing Director / New York

Jeff Cohen

Job Titles:

Managing Director, Head of ESG & Sustainability
Managing Director, Head of ESG & Sustainability / New York

Jeff Cohen has management responsibility for the incorporation of environmental, social and governance (ESG) matters within the firm's investment processes as well as other sustainability initiatives at the firm. He is a member of OHA's ESG committee, risk committee and a member of OHA's Diversity, Equity and Inclusion Council. Mr. Cohen is also the Vice Chair of the ESG Integrated Disclosure Project and a member of the Principles for Responsible Investment's Private Debt Advisory Committee. Prior to joining OHA, he was the Director of Capital Markets Integration and Head of Private Investments Initiatives at the Sustainability Accounting Standards Board Foundation (SASB). In this capacity, Mr. Cohen advised alternative investors on the development and integration of ESG factors into various phases of the investment process. He started his career in the Global Markets division at Deutsche Bank. Mr. Cohen earned an M.B.A. from the Georgetown University McDonough School of Business and a B.B.A from the University of Michigan's Ross School of Business. Additionally, he has earned the Chartered Alternative Investment Analyst designation and is a Fundamentals of Sustainability Accounting Credential holder.

Jeff Dudas - Managing Director

Job Titles:

Managing Director
Portfolio Manager
Portfolio Manager & Managing Director / New York

Jeff Dudas serves as an investment professional with primary focus on the structured product sector. Prior to joining OHA, Mr. Dudas worked at Morgan Stanley for fourteen years, including five years in London, where he was Managing Director and head of the CLO Trading Desk. He earned a B.S. in Economics from Duke University.

Jeff Muehlethaler

Job Titles:

Managing Director / New York

Jennifer Schultz Cohen

Job Titles:

Leveraged Loan Trader & Managing Director
Leveraged Loan Trader & Managing Director / New York

Jennifer Schultz Cohen has primary responsibility for bank and leveraged loan trading and other aspects of managing OHA's products. She is a member of the firm's compliance committee. Ms. Cohen previously worked at Standard Asset Management, where she was a Portfolio Manager of the firm's U.S. high yield portfolio and the U.S. component of the firm's leveraged loan portfolio. She was also a member of the firm's Internal Credit Committee. In addition, she serves as a member of the Advisory Board for Emory University's Goizueta Business School. Ms. Cohen earned a B.B.A. from the Goizueta Business School at Emory University and is a Certified Public Accountant.

Jessica Levine

Job Titles:

Principal, Business Transformation
Principal, Business Transformation / New York

Jessica Levine is focused on driving strategic change and process transformation at OHA and has primary responsibility for overseeing the firm's Project Management Office. Prior to OHA, Ms. Levine worked at Bridgewater Associates for nearly ten years, where she held various roles in Trading and Data Operations. Previously, she worked in Operations at GE Asset Management and began her career as a Transaction Manager at Clayton. Ms. Levine earned an M.B.A. from the University of Connecticut, an M.A.T. from Sacred Heart University and a B.S. from the University of Connecticut.

John Bumgarner - Chief Legal Officer, Managing Director

Job Titles:

Managing Director
Senior Counsel
Managing Director, Senior Counsel / New York

John Bumgarner serves as a legal professional focusing on the structured products sector. Prior to joining OHA, Mr. Bumgarner served as a Vice President at Morgan Stanley in the Securitized Products Group and as an associate at Dechert LLP focused on structured finance transactions, including broadly syndicated and middle market CLOs. He earned a J.D. from Vanderbilt University Law School and a B.S in Business Administration from the University of North Carolina.

John Convery - Managing Director

Job Titles:

Managing Director
Product Specialist
Managing Director, Product Specialist / New York

John Convery shares responsibility for investment product development and client coverage. He also plays a role in OHA's structured products platform. Prior to joining OHA, Mr. Convery was a Managing Director at GreensLedge Capital Markets Europe, where he was Head of the London office, with a focus on structured credit investment banking. He previously held a similar role at Deutsche Bank, where he was a Managing Director and Head of the Global CDO business overseeing origination, structuring and distribution. Prior to this, Mr. Convery worked at UBS in New York, with a focus on synthetic and cash CDOs and Credit Tenant Lease transactions. He began his career in New York at Dillon Read. Mr. Convery earned a B.A. from New York University.

John Fiscella - Managing Director

Job Titles:

Managing Director
Managing Director / San Francisco

John Fiscella shares responsibility for investment product development and client coverage. Prior to joining OHA, Mr. Fiscella was a member of the Investor Relations team at Eton Park Capital Management. Prior to Eton Park, he was an Alternatives Marketing Specialist at Pacific Investment Management Company (PIMCO). Mr. Fiscella started his career in investment banking at Citigroup Global Markets. He earned an M.B.A., with distinction, from UNC Kenan-Flagler Business School and an A.B., magna cum laude and phi beta kappa, from Brown University. Additionally, Mr. Fiscella has earned the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations.

John Sorbo - COO

Job Titles:

Chief Operating Officer
Chief Operating Officer / New York

John Sorbo has responsibility for the operations, information technology and applications development departments. Mr. Sorbo serves on the firm's compliance and risk committees. Prior to joining OHA, he held senior roles at Salomon Brothers, Credit Suisse Asset Management and Bridgewater. Most recently, Mr. Sorbo served as the Global Head of Middle Office at BNY Mellon. He earned a B.S. in Accounting from St. John's University.

John Toronto

Job Titles:

Managing Director / New York

Jon Quintero

Job Titles:

Principal / New York

Joseph Castilla

Job Titles:

Principal, Product Specialist / New York

Joseph Goldschmid - Managing Director

Job Titles:

Managing Director
Managing Director / New York

Joseph Goldschmid serves as an investment professional with a primary focus on stressed, distressed and special situations investments. Prior to joining OHA, he was a Director in the Distressed & Special Situations Group at Angelo Gordon. During his career, Mr. Goldschmid has led numerous high-profile restructuring cases and served on many official and ad hoc creditor committees. Before joining Angelo Gordon, he worked in the Restructuring and Special Situations Group at The Blackstone Group and PJT Partners. Mr. Goldschmid began his career as an analyst at Morgan Stanley. He currently serves on the Board of Directors for Valaris Limited (NYSE: VAL) and previously served on the Board of Directors for Expro Group. In addition, Mr. Goldschmid serves on the Board of Trustees of Riverdale Country School and is a member of the National Association of Corporate Directors and the American Bankruptcy Institute. Mr. Goldschmid holds a B.S. degree from the Massachusetts Institute of Technology, an M.B.A. from Columbia Business School and a J.D. from Columbia Law School, where he was a James Kent Scholar.

Josh Drazen

Job Titles:

Managing Director, Head of Product Strategy
Managing Director, Head of Product Strategy / New York

Josh Drazen has primary responsibility for new product development at OHA. He is a member of the firm's new product committee. Mr. Drazen previously served as Managing Director, Head of Product Strategy - Private Wealth Solutions for The Blackstone Group and as Managing Director, Global Head of Credit Product Strategy at BlackRock, Inc. He earned a Bachelor of Science in Economics with a concentration in Finance from The Wharton School at The University of Pennsylvania.

Justin G. Tasso

Job Titles:

Partner
Portfolio Manager
Portfolio Manager & Partner / New York

Justin G. Tasso shares portfolio management responsibilities for a number of OHA's multi-strategy portfolios. Mr. Tasso has served on numerous ad-hoc creditor committees, including on multiple steering committees. He has also served as Lead Director on the board of an OHA portfolio company. Mr. Tasso has extensive experience as a senior research analyst. He shared responsibility for stressed and distressed credit and managed the gaming, lodging, business services, software and real estate sectors. Prior to joining OHA in early 2005, Mr. Tasso worked at UBS Investment Bank, where he was a member of the Global Industrial Group. Mr. Tasso earned a B.S. from the McIntire School of Commerce at the University of Virginia.

Juvember Andrews

Job Titles:

Principal, Treasury & Trading Operations / New York

Kai Lee

Job Titles:

Managing Director, Deputy General Counsel & Chief Compliance Officer / New York

Katherine Liu

Job Titles:

Principal / New York

Kevin Qian

Job Titles:

Principal
Principal / New York

Kevin Qian serves as a trader with a primary focus on CLOs. Prior to joining OHA, Mr. Qian worked as a strategist in the Securitized Products Group at Morgan Stanley, where he was responsible for analytics for CLO, ABS, and loan trading. He earned a B.S. with honors in Mathematics and a B.A. in Economics from the University of Chicago.