OSP - Key Persons
Adam Bernier - CCO, CFO, Managing Director
Job Titles:
- CCO
- CFO
- Managing Director
- Managing Director, Chief Financial Officer and Chief Compliance Officer for O'Brien - Staley Partners
Mr. Bernier serves as Managing Director, Chief Financial Officer and Chief Compliance Officer for O'Brien-Staley Partners and has over 25 years experience. 21 years of experience for Cargill spanning investment management, internal audit and controllership for both investment business and operating units. Certified Management Accountant & BS in accounting & finance from Minnesota State University - Moorhead.
Job Titles:
- Managing Director
- Product Specialist
- Managing Director / Investor Relations
Ms. Cheatham is responsible for Investor Relations at O'Brien-Staley Partners. She has over 20 years of relevant experience including Wells Fargo Asset Management, Mercer Investment Consulting and Pavilion Advisory Group. Ms. Cheatham has a BA in economics from The University of Chicago.
Job Titles:
- Senior Advisor for O'Brien - Staley Partners
- Senior Advisor, Investments
Mr. Muenzberg serves as a senior advisor for O'Brien-Staley Partners and has over 25 years experience. Formerly Managing Director of CarVal Investors specializing in commercial real estate. 20 years of experience for Cargill across all types of asset-based investments. Founder VineHill Capital Partners (private real estate investment & consulting). MBA from Carlson School of Management & BBA from Wisconsin.
Job Titles:
- Director of Investments at O'Brien - Staley Partners
- Director, Investments
Mr. Dasrath serves as Director of Investments at O'Brien-Staley Partners. He has over 5 years of experience, most recently as a Private Equity Associate at Northern Pacific Group. Previously, he was an investment banker in the Healthcare Investment Banking Group at Piper Sandler. MBA in finance from Wharton and BS in finance from University of Minnesota - Carlson School of Management.
Job Titles:
- Director of Investments at O'Brien - Staley Partners
- Director, Investments
Mr. Gil serves as Director of Investments at O'Brien-Staley Partners and has over 5 years of experience, most recently as Investment Associate at Rice Management Company. Former work and internship experience includes O'Brien-Staley Partners, KMF Investments and Morgan Stanley. MBA from Columbia Business School and BA in economics from Rice University.
Job Titles:
- Marketing Director
- Director, Marketing
Ms. Hurley is OSP's Marketing Director, responsible for developing and maintaining the firm's brands online and offline. Ms. Hurley has over 10 years of marketing experience. Previous experience leading brand strategy, digital marketing/web development and multi-channel media execution for clients including Land O'Lakes, 3M and UnitedHealthcare. BA in journalism and communications from the University of St. Thomas.
Job Titles:
- Special Advisor, Impact Investing
Ms. Rhodes provides counsel to OSP Investor Relations as well as connections to prospective investors for impact investing. Over 30 years of experience in non-profit sector, including 12 years as CEO of Saint Paul Foundation, the Minnesota Community Foundation, and Minnesota Philanthropy Partners - a network of foundations with investable assets of $1.2 billion. Minnesota State University, St. Cloud, MA and BA in english. Certified Fund Raising Executive (CFRE).
Job Titles:
- Business Analyst
- Business Analyst at O'Brien - Staley Partners
Mr. Patterson is a Business Analyst at O'Brien-Staley Partners. Prior to his employment with OSP, Mr. Patterson held a summer internship with O'Brien-Staley Partners. Previous financial and analytical internship experience at SailPoint Technologies, BetterLegal and Cushman & Wakefield. BA in accounting and finance from Baylor University.
Job Titles:
- Managing Director of Investments for O'Brien - Staley Partners
- Managing Director, Investments
Mr. Lundsgaard serves as Managing Director of Investments for O'Brien-Staley Partners. Over 15 years of experience, previously with Wayzata Investment Partners and Banc of America Securities. MBA in finance from the University of Minnesota - Carlson School of Management and BA in economics from the University of Washington.
Job Titles:
- COO
- Managing Director
- Managing Director and Chief Operating Officer of O'Brien - Staley Partners
Mr. Anderson serves as Managing Director and Chief Operating Officer of O'Brien-Staley Partners and has over 20 years of experience. Previous experience includes global loan portfolio management, valuation, trade structuring, deal execution and risk analytics for Cargill and CarVal. University of Minnesota JD cum laude, BS in business with distinction from Carlson School of Management at University of Minnesota.
Job Titles:
- Director of Investments at O'Brien - Staley Partners
- Director, Investments
Mr. Dougherty serves as Director of Investments at O'Brien-Staley Partners and has over 10 years of experience practicing in the financing and restructuring group at Faegre Drinker Biddle & Reath LLP in Minneapolis. JD from the University of Notre Dame Law School, BA in history from the University of Notre Dame.
Job Titles:
- Managing Director of Investments for O'Brien - Staley Partners
- Managing Director, Investments
Mr. Pitt serves as Managing Director of Investments for O'Brien-Staley Partners and has over 25 years of experience. Former senior investment roles at Wayzata Investment Partners and Cargill CGM/Black River Asset Management with a focus on sourcing, investing and managing credit strategies. MBA from Michigan State University and BBA in finance from Pittsburg State University.
Job Titles:
- Director of Business Development
- Director of Business Development at O'Brien - Staley Partners
- Investments
Etienne serves as Director of Business Development at O'Brien-Staley Partners and has over ten years of experience. He was previously with Castlelake LP, most recently as Director of Business Development and Capital Markets where he focused on originating investment opportunities and arranging investment level financing for the firm's real estate and specialty finance businesses. He also has equity capital markets experience including working in institutional sales at Colliers International. Etienne has a BS in Journalism from the University of Kansas.
Job Titles:
- Managing Director of Investments for O'Brien - Staley Partners
- Managing Director, Investments
Mr. Cameron serves as Managing Director of Investments for O'Brien-Staley Partners and has over 10 years of experience. Prior work experience as Director and Associate on the investment team at OSP and as a corporate and municipal bond analyst at Travelers across investment grade and high yield. MBA from University of Chicago (with Honors) and BA in economics from Carleton College.
Job Titles:
- Director, Operations
- Operations
Mr. Reichert serves as Operations Director for O'Brien-Staley Partners. Over 15 years of relevant operations, analytical and accounting experience including Whitebox Advisors, CarVal Investors, Cargill and Carlson Companies. BA from Saint Mary's University.
Job Titles:
- Director, Investor Relations
Ms. Goldsmith is responsible for Investor Relations at OSP. She has over 20 years of relevant experience including positions at Black River Asset Management, Och-Ziff Capital Management Group and Arden Asset Management. Ms. Goldsmith has a BA in english from Vanderbilt University.
Job Titles:
- Managing Director, Risk and Investor Relations
- Operations
Ms. Wietecki specializes in Risk and Investor Relations for O'Brien-Staley Partners and has over 15 years of experience. Previous experience in loan portfolios and real estate investment, including C&I Risk Analyst for CarVal Investors. JD from the University of Minnesota Law School (cum laude), BA from the University of St. Thomas (summa cum laude).
Job Titles:
- CEO
- CIO
- Founder
- CEO and CIO for O'Brien - Staley Partners
Mr. O'Brien serves as CEO and CIO for O'Brien-Staley Partners and has over 25 years of experience. Formerly senior partner and head of global loan portfolios for CarVal Investors. 17 years of experience across all aspects of financial businesses for Cargill and CarVal. Early career with Chemical Bank and DG Investment Bank in New York. MBA in analytical finance and marketing from University of Chicago and AB in economics from University of Michigan.
Job Titles:
- Consultant
- Consultant at O'Brien - Staley Partners
- Investments
Mr. Holmes is a consultant at O'Brien-Staley Partners. He works closely with the investment team on portfolio finance and economic development deal origination, among other firm initiatives. In addition to serving as Waco City Councilman since 2016, Mr. Holmes has had a successful career in commercial real estate, commercial lending and banking, most recently as Senior Vice President of First National Bank of Central Texas. Previous financial experience includes executive management positions at Trimont Real Estate Advisors and FirstCity Financial Corporation. BS in finance from Creighton University and attended Baylor School of Law.
Job Titles:
- Finance Associate
- Associate for O'Brien - Staley Partners
Mr. Hander serves as Finance Associate for O'Brien-Staley Partners. Prior financial and analytical experience at a commercial mechanical contracting company. BS in finance from University of Kansas.
Job Titles:
- Chief Human Resources Officer
- Chief Human Resource Officer at O'Brien - Staley Partners
- CHRO
Ms. Emter serves as Chief Human Resource Officer at O'Brien-Staley Partners and has over 20 years of experience in human resources. Previously, Ms. Emter was with Allianz for 17 years, most recently as a Senior Business Partner leading strategic HR consultation in the financial and investment divisions in US and in Germany. Prior to joining Allianz, Ms. Emter specialized in human resources for Target Corporation. Master of Education - Human Resource Development from University of Minnesota and BS in Human Resource Management from St. Cloud State University.
Ms. Henry serves as Executive Assistant of O'Brien-Staley Partners. Over 15 years of relevant experience in operations, project coordination, investor relations, and loan servicing. Formerly with Black River Asset Management, U.S. Bancorp, and U.S. Bank Home Mortgage. BS from Winona State University.
Job Titles:
- Managing Director
- Product Specialist
- Investments
Ms. Johnson is responsible for portfolio management at OSP, spanning investments, risk management and investor relations functions with over 25 years experience. Founding equity partner of CarVal Investors with 21 years of loan portfolio and special asset experience at CarVal and Cargill. Ms. Johnson has a BA in accounting and english, summa cum laude, from Concordia College and a Masters of International Management from University of St. Thomas School of Business.
Job Titles:
- Managing Director of Investments for O'Brien - Staley Partners
- Managing Director, Investments
Mr. Becker serves as Managing Director of Investments for O'Brien-Staley Partners and has over 15 years of experience. Previous experience at Corrib Capital Management, Waterstone Capital Management, Chatham Asset Management and Bank of America. BS in accounting and finance from the University of Minnesota - Carlson School of Management.
Job Titles:
- Director, Insurance, Taxes, and Appraisals
- Operations
Ms. Blystone is responsible for the development and management of the insurance programs including creation of a captive insurance company at O'Brien-Staley Partners and has over 15 years of experience. Formerly Insurance Program Manager and Vice President for Minnetonka Insurance Company, Cargill's captive. Previous experience includes managing a global captive, execution of multinational insurance programs as well as various accounting and operational roles at Cargill/CarVal. BS in Accounting from the University of Wisconsin, LaCrosse. Associate in Risk Management (ARM) designation from The Institutes.
Job Titles:
- Director, Information Technology
- Operations
Mr. Koshiol serves as Director of Information Technology for O'Brien-Staley Partners and has over 25 years of relevant technology services experience. Previous experience with Cargill, Inc., Land O'Lakes, and CarVal Investors. BS from St. Cloud State University.
Job Titles:
- Director of Accounting for O'Brien - Staley Partners
- Director, Accounting
- Operations
Ms. Rezac serves as Director of Accounting for O'Brien-Staley Partners. 20 years of accounting and financial reporting experience in various roles at Cargill, Inc., CarVal Investors, and Northstar Capital, LLC. BA from Concordia College; passed the Certified Treasury Professional exam and is a Certified Public Accountant (inactive).
Job Titles:
- Senior Accountant
- Operations
- Senior Accountant for O'Brien - Staley Partners
Ms. Sutherlin serves as Senior Accountant for O'Brien-Staley Partners and has over 15 years of relevant accounting, financial reporting and analysis experience. Previous experience at Cargill, Inc., Black River Asset Management, Varde Partners and Carlson Wagonlit Travel. BA in accounting from the University of St. Thomas; holds a Certified Public Accountant (inactive) license.
Job Titles:
- Business Analyst
- Business Analyst at O'Brien - Staley Partners
- Investments
Ms. Duane is a Business Analyst at O'Brien-Staley Partners. Previous financial and analytical experience at The Travelers Companies and Buckingham Strategic Wealth. BS in business administration from Washington University - Olin Business School.
Job Titles:
- Managing Director at O'Brien - Staley Partners
- Managing Director, Investments
Mr. DeWitt is a Managing Director at O'Brien-Staley Partners with over 25 years of experience in C&I loan portfolio investing. Previously with FirstCity Financial Corporation, including 14 years in JV partnership with CarVal and Cargill. Mr. DeWitt had early career experience as a bank examiner for Office of Controller of Currency, and with United Bankers Inc. and First National Bank Central Texas. BBA in economics & finance from Baylor University.
Job Titles:
- Investor Relations and Marketing
Mr. Blanchard serves in Marketing and Investor Relations support for O'Brien-Staley Partners and has over 25 years relevant experience including over 20 years as a principal for an internet marketing and web development company. BS in journalism from University of Kansas.
Job Titles:
- Associate Director of Accounting for O'Brien - Staley Partners
- Operations
Ms. Love-Jensen serves as Associate Director of Accounting for O'Brien-Staley Partners and has over 25 years of relevant accounting, financial reporting and analysis experience including various roles at Varde Partners and Merced Capital (EBF & Assoc). BA from Augsburg University; passed the Certified Public Accountant exam.
Job Titles:
- Founder
- Non - Executive Chairman
Non-Executive Chairman; Chair of Audit, Compensation & Risk Committees
Mr. Staley serves as Non-Executive Chairman and is Chair of the Audit, Compensation & Risk Committees for O'Brien-Staley Partners. 39-year career with Cargill Inc., Chairman and CEO 1999-2007. Former board member at US Bancorp, Target Corp, PACCAR, Excel Trust, Inc. and Opportunity International and Music Academy of the West. MBA from Cornell and BS from Kansas State University.
Job Titles:
- Chief Technology Officer
- Chief Technology Officer for O'Brien - Staley Partners
- Operations
Mr. Pantazides serves as Chief Technology Officer for O'Brien-Staley Partners. Over 25 years of relevant experience including CarVal Investors, Cargill, Inc. Target Corporate and Higher Education Assistance Foundation. BA from Macalester College; served as a board member at City of Lakes Waldorf School.