LPC - Key Persons

Adib Sarkis

Job Titles:
  • ASSISTANT VICE PRESIDENT - UNDERWRITING
  • Assistant Vice President - Underwriting at Locust Point Capital
Adib Sarkis is an Assistant Vice President - Underwriting at Locust Point Capital where he is responsible for supporting the origination and underwriting teams. His duties include deal screening, property analysis, loan sizing, and credit analysis. Prior to joining Locust Point Capital, Mr. Sarkis spent three years working as an appraiser at JLL and CBRE as a part of their respective Seniors Housing and Healthcare specialty practices. Mr. Sarkis holds a B.A. in Economics from the University of Connecticut. Adib Sarkis is an Assistant Vice President - Underwriting at Locust Point Capital where he is responsible for supporting the origination and underwriting teams. His duties include deal screening, property analysis, loan sizing, and credit analysis. Prior to joining Locust Point Capital, Mr. Sarkis spent three years working as an appraiser at JLL and CBRE as a part of their respective Seniors Housing and Healthcare specialty practices. Mr. Sarkis holds a B.A. in Economics from the University of Connecticut.

Alex Zaleski

Job Titles:
  • Managing Director - Data and Technology at Locust Point Capital
Alex Zaleski is the Managing Director - Data and Technology at Locust Point Capital, where he spearheads innovation and drives technological advancements throughout the organization. With a wealth of experience in data engineering, artificial intelligence, and analytics from his tenure at PricewaterhouseCoopers, Mr. Zaleski has demonstrated expertise in strategizing, delivering, and developing data-driven, AI-powered, and disruptive solutions catered to F100 multi-national, real estate, and private equity firms. Mr. Zaleski holds an MS in Structural Engineering, an MS in Ocean Engineering from the University of Hawaii at Mānoa, and a BS in Physics from the University of Rhode Island. Alex Zaleski is the Managing Director - Data and Technology at Locust Point Capital, where he spearheads innovation and drives technological advancements throughout the organization. With a wealth of experience in data engineering, artificial intelligence, and analytics from his tenure at PricewaterhouseCoopers, Mr. Zaleski has demonstrated expertise in strategizing, delivering, and developing data-driven, AI-powered, and disruptive solutions catered to F100 multi-national, real estate, and private equity firms. Mr. Zaleski holds an MS in Structural Engineering, an MS in Ocean Engineering from the University of Hawaii at Mānoa, and a BS in Physics from the University of Rhode Island.

Brett Buttler

Job Titles:
  • Senior Accountant
  • Senior Accountant at Locust Point Capital
Brett Buttler is a Senior Accountant at Locust Point Capital where he is responsible for daily accounting activity for Locust Point Capital and its affiliates, as well as preparing quarterly and yearly financial reports. Prior to joining Locust Point Capital, Mr. Buttler was employed as a Senior Accountant at Aduro Advisors LLC (formerly VMS Fund Administration LLC) where he provided accounting and administration services to a variety of clients in the venture capital and private equity industry. Mr. Buttler holds a B.S. in Business Administration in Accounting with a Concentration in Business Fraud and Forensics from Rider University's Norm Brodsky College of Business. Brett Buttler is a Senior Accountant at Locust Point Capital where he is responsible for daily accounting activity for Locust Point Capital and its affiliates, as well as preparing quarterly and yearly financial reports. Prior to joining Locust Point Capital, Mr. Buttler was employed as a Senior Accountant at Aduro Advisors LLC (formerly VMS Fund Administration LLC) where he provided accounting and administration services to a variety of clients in the venture capital and private equity industry. Mr. Buttler holds a B.S. in Business Administration in Accounting with a Concentration in Business Fraud and Forensics from Rider University's Norm Brodsky College of Business.

Briana Pino

Job Titles:
  • Staff Accountant
  • Staff Accountant at Locust Point Capital
Briana Pino is a staff accountant at Locust Point Capital where she is responsible for supporting the accounting team. Her duties include posting and reconciliation of accounts payable, accounts receivable and all investment transactions. Prior to joining Locust Point Capital, Ms. Pino worked for DLA, LLC and Oppenheimer & Co. Inc. Ms. Pino holds a double major in economics and English from the University of Rhode Island. Briana Pino is a staff accountant at Locust Point Capital where she is responsible for supporting the accounting team. Her duties include posting and reconciliation of accounts payable, accounts receivable and all investment transactions. Prior to joining Locust Point Capital, Ms. Pino worked for DLA, LLC and Oppenheimer & Co. Inc. Ms. Pino holds a double major in economics and English from the University of Rhode Island.

Brigid Minue

Job Titles:
  • Staff Accountant
  • Staff Accountant at Locust Point Capital
Brigid Minue is a staff accountant at Locust Point Capital where she is responsible for supporting the accounting team. Her duties include posting and reconciliation of accounts payable, accounts receivable and all investment transactions. Prior to joining Locust Point Capital, Ms. Minue worked for Towne and Country Management and Interworld Highway, LLC. Ms. Minue holds a B.S. in Business Administration with a concentration in Fraud and Business Forensics Accounting from Rider University. Brigid Minue is a staff accountant at Locust Point Capital where she is responsible for supporting the accounting team. Her duties include posting and reconciliation of accounts payable, accounts receivable and all investment transactions. Prior to joining Locust Point Capital, Ms. Minue worked for Towne and Country Management and Interworld Highway, LLC. Ms. Minue holds a B.S. in Business Administration with a concentration in Fraud and Business Forensics Accounting from Rider University.

Charles McGruther - VP

Job Titles:
  • Vice President
  • VICE PRESIDENT - Underwriting
Charles McGruther is Vice President - Structuring at Locust Point Capital where is he responsible for supporting the origination and structuring teams. His duties include financial analysis, loan structuring, and reviewing operating pro formas. Prior to joining Locust Point Capital, Mr. McGruther spent several years in private equity real estate with a focus on skilled nursing and senior living properties. As Vice President - Underwriting at Tryko Partners, Mr. McGruther was involved in underwriting and closing healthcare transactions totaling over $430M. Mr. McGruther holds a B.A. in Economics from The George Washington University. Charles McGruther is Vice President - Structuring at Locust Point Capital where is he responsible for supporting the origination and structuring teams. His duties include financial analysis, loan structuring, and reviewing operating pro formas. Prior to joining Locust Point Capital, Mr. McGruther spent several years in private equity real estate with a focus on skilled nursing and senior living properties. As Vice President - Underwriting at Tryko Partners, Mr. McGruther was involved in underwriting and closing healthcare transactions totaling over $430M. Mr. McGruther holds a B.A. in Economics from The George Washington University.

Daniel Colapinto

Job Titles:
  • VICE PRESIDENT DATA ANALYTICS & IT

Daniel R. Contardi - CEO

Job Titles:
  • Executive Managing Director
  • Founding Member
  • Founding Partner
  • Partner
Daniel R. Contardi is the Executive Managing Director and a founding member of Locust Point Capital. Mr. Contardi is responsible for directing the firm's originations, credit analysis, and asset management teams. Mr. Contardi has spent the last fifteen years originating, underwriting and managing investments in the senior housing and care sector and has developed extensive relationships and in-depth knowledge of the seniors housing and care markets. Over this time, has served as a portfolio manager, underwriter, and originator for six prior healthcare investment funds. Mr. Contardi holds a B.S. in Business Administration with a concentration in Finance from Monmouth University's Leon Hess Business School. Throughout his career, Mr. Contardi has participated in over 400 transactions representing a total transaction value of approximately $5 billion in senior debt, mezzanine, and equity investments within the long-term care, senior housing, and healthcare services industries. Daniel R. Contardi is the Executive Managing Director and a founding member of Locust Point Capital. Mr. Contardi is responsible for directing the firm's originations, credit analysis, and asset management teams. Mr. Contardi has spent the last fifteen years originating, underwriting and managing investments in the senior housing and care sector and has developed extensive relationships and in-depth knowledge of the seniors housing and care markets. Over this time, has served as a portfolio manager, underwriter, and originator for six prior healthcare investment funds. Mr. Contardi holds a B.S. in Business Administration with a concentration in Finance from Monmouth University's Leon Hess Business School. Throughout his career, Mr. Contardi has participated in over 400 transactions representing a total transaction value of approximately $5 billion in senior debt, mezzanine, and equity investments within the long-term care, senior housing, and healthcare services industries.

Danielle Curcio

Job Titles:
  • Member of the Portfolio Management Team
  • VICE PRESIDENT - Portfolio Management
  • Vice President - Portfolio Management at Locust Point Capital
Danielle Curcio is the Vice President - Portfolio Management at Locust Point Capital and is responsible for supporting the portfolio management team. Her duties include monitoring the performance of debt and equity investments made by Locust Point Capital. Prior to joining Locust Point Capital, Ms. Curcio served as an Audit Manager at KPMG. Ms. Curcio holds a CPA certification and a B.S. in accounting from Rutgers University. Danielle Curcio is the Vice President - Portfolio Management at Locust Point Capital and is responsible for supporting the portfolio management team. Her duties include monitoring the performance of debt and equity investments made by Locust Point Capital. Prior to joining Locust Point Capital, Ms. Curcio served as an Audit Manager at KPMG. Ms. Curcio holds a CPA certification and a B.S. in accounting from Rutgers University.

Eric M. Smith - CEO

Job Titles:
  • Chief Executive Officer
  • Founding Member
  • Founding Partner
  • Managing Partner
  • Locust Point Capital 's CEO
Eric M. Smith is the Chief Executive Officer and a founding member of Locust Point Capital. In 2016, under Mr. Smith's leadership, Locust Point Capital launched its first institutional private debt fund focused on the senior housing and care industry. Mr. Smith is responsible for establishing the foundation of the firm's core investment philosophy. In addition, his extensive contacts and his strong understanding of senior housing debt markets have been a driving force in the formation of Locust Point Capital and its growth. With more than two decades of structured finance experience, Mr. Smith has spent the last 25 years originating, underwriting, and managing investments in long-term care, seniors housing, and healthcare services sectors. Throughout his career, Mr. Smith has participated in over 500 transactions representing a total transaction value of approximately $7 billion in senior debt, mezzanine, and equity investments within the long-term care, senior housing, and healthcare services industries. Eric M. Smith is the Chief Executive Officer and a founding member of Locust Point Capital. In 2016, under Mr. Smith's leadership, Locust Point Capital launched its first institutional private debt fund focused on the senior housing and care industry. Mr. Smith is responsible for establishing the foundation of the firm's core investment philosophy. In addition, his extensive contacts and his strong understanding of senior housing debt markets have been a driving force in the formation of Locust Point Capital and its growth. With more than two decades of structured finance experience, Mr. Smith has spent the last 25 years originating, underwriting, and managing investments in long-term care, seniors housing, and healthcare services sectors. Throughout his career, Mr. Smith has participated in over 500 transactions representing a total transaction value of approximately $7 billion in senior debt, mezzanine, and equity investments within the long-term care, senior housing, and healthcare services industries.

F. Donald Kelly, III

Job Titles:
  • Senior Managing Director - Originations
F. Donald Kelly, III is Senior Managing Director - Originations of Locust Point Capital. Mr. Kelly is responsible for loan originations and structuring at Locust Point Capital. Mr. Kelly has more than 25 years of experience in the seniors housing and long-term care industry, including banking and lending experience at Pacific Western Bank/CapitalSource Healthcare Finance, Merrill Lynch Capital Healthcare Finance, KeyBank Healthcare Finance and MonticelloAM originating, structuring and underwriting approximately $5 billion in transactions. Mr. Kelly also has operating company experience as an Executive Vice President at Covington Senior Living as well as debt advisory and mergers and acquisitions experience as a Managing Partner at Energy Court Capital. Mr. Kelly holds a Master of Business Administration from Florida Agricultural and Mechanical University and a B.B.A. in Finance from Valdosta State University. F. Donald Kelly, III is Senior Managing Director - Originations of Locust Point Capital. Mr. Kelly is responsible for loan originations and structuring at Locust Point Capital. Mr. Kelly has more than 25 years of experience in the seniors housing and long-term care industry, including banking and lending experience at Pacific Western Bank/CapitalSource Healthcare Finance, Merrill Lynch Capital Healthcare Finance, KeyBank Healthcare Finance and MonticelloAM originating, structuring and underwriting approximately $5 billion in transactions. Mr. Kelly also has operating company experience as an Executive Vice President at Covington Senior Living as well as debt advisory and mergers and acquisitions experience as a Managing Partner at Energy Court Capital. Mr. Kelly holds a Master of Business Administration from Florida Agricultural and Mechanical University and a B.B.A. in Finance from Valdosta State University.

Harry Ricker

Job Titles:
  • Analyst - Underwriting at Locust Point Capital
Harry Ricker is a Analyst - Underwriting at Locust Point Capital where he is responsible for preparing credit memos, performing due diligence, and conducting market studies. Prior to joining Locust Point Capital, Mr. Ricker was an intern for the firm. Mr. Ricker holds a B.A. in Economics with a concentration in Financial Policy/Analysis from Lafayette College. Harry Ricker is a Analyst - Underwriting at Locust Point Capital where he is responsible for preparing credit memos, performing due diligence, and conducting market studies. Prior to joining Locust Point Capital, Mr. Ricker was an intern for the firm. Mr. Ricker holds a B.A. in Economics with a concentration in Financial Policy/Analysis from Lafayette College.

Jim Chadwick

Job Titles:
  • Analyst - Portfolio Management at Locust Point Capital
Jim Chadwick is an Analyst - Portfolio Management at Locust Point Capital where he is responsible for supporting the portfolio management team. His duties include monitoring the performance of debt and equity investments made by Locust Point Capital. Prior to joining Locust Point Capital, Mr. Chadwick worked as a Senior Campaign Strategist for a social media optimization platform. Mr. Chadwick holds a B.S. in Economics from Elon University's Martha and Spencer Love School of Business and an M.B.A. from Fordham University's Gabelli School of Business. Jim Chadwick is an Analyst - Portfolio Management at Locust Point Capital where he is responsible for supporting the portfolio management team. His duties include monitoring the performance of debt and equity investments made by Locust Point Capital. Prior to joining Locust Point Capital, Mr. Chadwick worked as a Senior Campaign Strategist for a social media optimization platform. Mr. Chadwick holds a B.S. in Economics from Elon University's Martha and Spencer Love School of Business and an M.B.A. from Fordham University's Gabelli School of Business.

Jin Hee Kim

Job Titles:
  • Controller
  • Controller of Locust Point Capital
Jin Hee Kim is the Controller of Locust Point Capital and is responsible for the oversight of all accounting matters. Her duties include daily accounting activity, monthly financial reports and all investment transactions. Ms. Kim has more than 10 years of accounting experience and prior to joining Locust Point Capital, served as senior accountant at Contemporary Healthcare Capital, LLC where she worked on six different senior housing investment funds with over $500M in capital. Ms. Kim holds an M.B.A. in Finance from Thomas Edison State University and a double major in computer science and mathematics from Kean University. Jin Hee Kim is the Controller of Locust Point Capital and is responsible for the oversight of all accounting matters. Her duties include daily accounting activity, monthly financial reports and all investment transactions. Ms. Kim has more than 10 years of accounting experience and prior to joining Locust Point Capital, served as senior accountant at Contemporary Healthcare Capital, LLC where she worked on six different senior housing investment funds with over $500M in capital. Ms. Kim holds an M.B.A. in Finance from Thomas Edison State University and a double major in computer science and mathematics from Kean University.

John Weber - CFO

Job Titles:
  • Chief Financial Officer
  • Accounting
  • Chief Financial Officer of Locust Point Capital
John Weber is the Chief Financial Officer of Locust Point Capital. As the CFO, Mr. Weber is responsible for overseeing accounting, financial reporting, investor reporting, fund administration, banking, and treasury management. Mr. Weber has more than 15 years of accounting experience, during which he has directly worked on over 10 different investment funds totaling $3 billion in assets under management. Prior to joining Locust Point Capital, Mr. Weber was the Controller at Contemporary Healthcare Capital, LLC where he was responsible for financial reporting and management of day-to-day accounting matters of six different senior housing investment funds with over $500M in capital. Mr. Weber holds a B.S. in Business Administration with a concentration in Accounting from Monmouth University's Leon Hess Business School and is a Certified Public Accountant in the State of New Jersey. John Weber is the Chief Financial Officer of Locust Point Capital. As the CFO, Mr. Weber is responsible for overseeing accounting, financial reporting, investor reporting, fund administration, banking, and treasury management. Mr. Weber has more than 15 years of accounting experience, during which he has directly worked on over 10 different investment funds totaling $3 billion in assets under management. Prior to joining Locust Point Capital, Mr. Weber was the Controller at Contemporary Healthcare Capital, LLC where he was responsible for financial reporting and management of day-to-day accounting matters of six different senior housing investment funds with over $500M in capital. Mr. Weber holds a B.S. in Business Administration with a concentration in Accounting from Monmouth University's Leon Hess Business School and is a Certified Public Accountant in the State of New Jersey.

Jordan Avallone

Job Titles:
  • Assistant Controller
  • Assistant Controller of Locust Point Capital
Jordan Avallone is an Assistant Controller of Locust Point Capital where her duties include managing daily accounting activity for Locust Point Capital and its affiliated funds and assisting with monthly financial reporting to fund investors. Prior to joining Locust Point Capital, Ms. Avallone served as a Senior Audit Associate at KPMG. Her experience includes auditing both asset management companies and healthcare providers. Ms. Avallone holds a Bachelor of Business Administration in Accounting from Loyola University Maryland. Jordan Avallone is an Assistant Controller of Locust Point Capital where her duties include managing daily accounting activity for Locust Point Capital and its affiliated funds and assisting with monthly financial reporting to fund investors. Prior to joining Locust Point Capital, Ms. Avallone served as a Senior Audit Associate at KPMG. Her experience includes auditing both asset management companies and healthcare providers. Ms. Avallone holds a Bachelor of Business Administration in Accounting from Loyola University Maryland.

Juan Fortich

Job Titles:
  • Analyst - Underwriting at Locust Point Capital
Juan Fortich is a Analyst - Underwriting at Locust Point Capital where he is responsible for preparing credit memos, performing due diligence, and conducting market studies. Prior to joining Locust Point Capital, Mr. Fortich held several internships across Private Equity and Mergers & Acquisition groups. Mr. Fortich holds a B.B.A. in Economics from Florida Atlantic University. Juan Fortich is a Analyst - Underwriting at Locust Point Capital where he is responsible for preparing credit memos, performing due diligence, and conducting market studies. Prior to joining Locust Point Capital, Mr. Fortich held several internships across Private Equity and Mergers & Acquisition groups. Mr. Fortich holds a B.B.A. in Economics from Florida Atlantic University.

Lisa Cirillo

Job Titles:
  • Member of the Analyst - Portfolio Management Team
  • OPERATIONS SUPPORT COORDINATOR
Ms. Cirillo brings more than 20 years of experience in the financial services area providing a full range of administrative and office management support. Prior to joining Locust Point Capital, she held positions at The Lynx Group and Merrill Lynch. In addition, Ms. Cirillo worked a total of 8 years with members of the Management Team at their predecessor companies, Ziegler Healthcare Capital and Contemporary Healthcare Capital. Ms. Cirillo has an Associate's degree in Retail Marketing from Kingsborough Community College. Ms. Cirillo brings more than 20 years of experience in the financial services area providing a full range of administrative and office management support. Prior to joining Locust Point Capital, she held positions at The Lynx Group and Merrill Lynch. In addition, Ms. Cirillo worked a total of 8 years with members of the Management Team at their predecessor companies, Ziegler Healthcare Capital and Contemporary Healthcare Capital. Ms. Cirillo has an Associate's degree in Retail Marketing from Kingsborough Community College.

Matthew Flanagan

Job Titles:
  • ASSISTANT VICE PRESIDENT - INVESTOR RELATIONS
  • Assistant Vice President in the Investor Relations Group at Locust Point Capital
Matthew Flanagan is an Assistant Vice President in the Investor Relations group at Locust Point Capital. Mr. Flanagan is responsible for communicating financial information and performance, responding to investor inquiries and information requests, and providing insight into the company's strategic goals and plans. Mr. Flanagan plays a crucial role in helping the company attract and retain investors, and in maintaining trust and transparency in the company's financial reporting and operations. Prior to joining Locust Point Capital, Mr. Flanagan worked for International Fund Management Corp. Mr. Flanagan holds a B.S. in Finance and IT Management from Seton Hall University's Stillman School of Business. Matthew Flanagan is an Assistant Vice President in the Investor Relations group at Locust Point Capital. Mr. Flanagan is responsible for communicating financial information and performance, responding to investor inquiries and information requests, and providing insight into the company's strategic goals and plans. Mr. Flanagan plays a crucial role in helping the company attract and retain investors, and in maintaining trust and transparency in the company's financial reporting and operations. Prior to joining Locust Point Capital, Mr. Flanagan worked for International Fund Management Corp. Mr. Flanagan holds a B.S. in Finance and IT Management from Seton Hall University's Stillman School of Business.

Molly Saybolt

Job Titles:
  • Director - Underwriting
  • Director - Underwriting at Locust Point Capital
Molly Saybolt is the Director - Underwriting at Locust Point Capital and is responsible for the underwriting and closing of investments made by Locust Point Capital. Prior to joining Locust Point Capital, Ms. Saybolt served as an underwriting analyst at Contemporary Healthcare Capital, LLC where she worked on six different senior housing investment funds with over $500M in capital. Ms. Saybolt holds a B.A. in Psychology from Stockton University and a Master of Business Administration from Monmouth University Molly Saybolt is the Director - Underwriting at Locust Point Capital and is responsible for the underwriting and closing of investments made by Locust Point Capital. Prior to joining Locust Point Capital, Ms. Saybolt served as an underwriting analyst at Contemporary Healthcare Capital, LLC where she worked on six different senior housing investment funds with over $500M in capital. Ms. Saybolt holds a B.A. in Psychology from Stockton University and a Master of Business Administration from Monmouth University

Philip Mignacca

Job Titles:
  • Analyst - Portfolio Management at Locust Point Capital
Philip Mignacca is an Analyst - Portfolio Management at Locust Point Capital where he is responsible for supporting the portfolio management team. His duties include monitoring the performance of debt and equity investments made by Locust Point Capital. Prior to joining Locust Point Capital, Mr. Mignacca served as an intern at Morgan Stanley Wealth Management. Mr. Mignacca holds a Bachelor of Science in Finance from Fairleigh Dickinson University. Philip Mignacca is an Analyst - Portfolio Management at Locust Point Capital where he is responsible for supporting the portfolio management team. His duties include monitoring the performance of debt and equity investments made by Locust Point Capital. Prior to joining Locust Point Capital, Mr. Mignacca served as an intern at Morgan Stanley Wealth Management. Mr. Mignacca holds a Bachelor of Science in Finance from Fairleigh Dickinson University.

Rebecca Rowell

Job Titles:
  • Member of the Portfolio Management Team
  • Managing Director - Portfolio Management
  • Managing Director - Portfolio Management at Locust Point Capital
Rebecca Rowell is Managing Director - Portfolio Management at Locust Point Capital and is responsible for managing and monitoring portfolio investments. Ms. Rowell has more than 16 years of accounting experience, including four years at Contemporary Healthcare Capital, LLC where she worked on six different senior housing investment funds with over $500M in capital. Ms. Rowell has a B.B.A with a concentration in Accounting from Emory University's Goizueta Business School. Rebecca Rowell is Managing Director - Portfolio Management at Locust Point Capital and is responsible for managing and monitoring portfolio investments. Ms. Rowell has more than 16 years of accounting experience, including four years at Contemporary Healthcare Capital, LLC where she worked on six different senior housing investment funds with over $500M in capital. Ms. Rowell has a B.B.A with a concentration in Accounting from Emory University's Goizueta Business School.

Remi Setteducati

Job Titles:
  • Member of the Analyst - Portfolio Management Team
  • Closing Analyst - Underwriting
Remi Setteducati is a Closing Analyst - Underwriting at Locust Point Capital, where she is responsible for performing due diligence, ordering and reviewing third-party reports, and orchestrating investment closings. Prior to joining Locust Point Capital, Ms. Setteducati served as a Senior Program Coordinator for MedForce, where she was responsible for coordinating medical education programs. Ms. Setteducati holds a B.A. in Communication and Public Relations from Iona College. Remi Setteducati is a Closing Analyst - Underwriting at Locust Point Capital, where she is responsible for performing due diligence, ordering and reviewing third-party reports, and orchestrating investment closings. Prior to joining Locust Point Capital, Ms. Setteducati served as a Senior Program Coordinator for MedForce, where she was responsible for coordinating medical education programs. Ms. Setteducati holds a B.A. in Communication and Public Relations from Iona College.

Robert Woodworth

Job Titles:
  • Vice President - Underwriting at Locust Point Capital
Robert Woodworth is Vice President - Underwriting at Locust Point Capital and is responsible for the underwriting and closing of investments made by Locust Point Capital. Prior to joining Locust Point Capital, Mr. Woodworth served as Director at Greystone & Co., Inc. where he led a team that arranged senior living and long-term care financings, predominantly syndicated senior and subordinate bridge loans. While at Greystone, he participated in over 50 transactions, totaling approximately $2 billion. Mr. Woodworth holds a B.S. in Hotel Administration from Cornell University, School of Hotel Administration. Robert Woodworth is Vice President - Underwriting at Locust Point Capital and is responsible for the underwriting and closing of investments made by Locust Point Capital. Prior to joining Locust Point Capital, Mr. Woodworth served as Director at Greystone & Co., Inc. where he led a team that arranged senior living and long-term care financings, predominantly syndicated senior and subordinate bridge loans. While at Greystone, he participated in over 50 transactions, totaling approximately $2 billion. Mr. Woodworth holds a B.S. in Hotel Administration from Cornell University, School of Hotel Administration.

Shubham Shrivastava

Job Titles:
  • Analyst
  • Member of the Portfolio Management Team
  • Analyst - Portfolio Management at Locust Point Capital
Shubham Shrivastava is a Analyst - Portfolio Management at Locust Point Capital where he is responsible for supporting the portfolio management team. His duties include monitoring the performance of debt and equity investments made by Locust Point Capital. Prior to joining Locust Point Capital, Mr. Shrivastava worked at PGIM as a Senior Investment Operations Associate and at CNC Associates as an Accounts Payable and Purchasing Associate. Mr. Shrivastava holds a Bachelor of Science in Finance from Rutgers University Business School.

Ted McCutcheon - Chief Compliance Officer, Chief Legal Officer

Job Titles:
  • Chief Compliance Officer
  • General Counsel
  • Compliance
  • General Counsel and Chief Compliance Officer of Locust Point Capital
Edward D. ("Ted") McCutcheon is General Counsel and Chief Compliance Officer of Locust Point Capital. Mr. McCutcheon is the senior legal officer for the firm and leads the firm's regulatory compliance program. Before joining Locust Point Capital, Mr. McCutcheon worked at two different U.S. Securities & Exchange Commission-registered investment advisers as legal counsel and Chief Compliance Officer. Before entering private practice, Mr. McCutcheon was an Assistant District Attorney in Manhattan, and then served for ten years as an enforcement attorney and Senior Trial Counsel for the U.S. SEC. In total, he has 20 years of experience providing legal and regulatory advice on federal securities laws and leading the legal and compliance functions at wealth management and private fund adviser firms. Mr. McCutcheon holds a J.D. from the Cornell Law School, and an undergraduate degree in English and American Literature from Brown University. Edward D. ("Ted") McCutcheon is General Counsel and Chief Compliance Officer of Locust Point Capital. Mr. McCutcheon is the senior legal officer for the firm and leads the firm's regulatory compliance program. Before joining Locust Point Capital, Mr. McCutcheon worked at two different U.S. Securities & Exchange Commission-registered investment advisers as legal counsel and Chief Compliance Officer. Before entering private practice, Mr. McCutcheon was an Assistant District Attorney in Manhattan, and then served for ten years as an enforcement attorney and Senior Trial Counsel for the U.S. SEC. In total, he has 20 years of experience providing legal and regulatory advice on federal securities laws and leading the legal and compliance functions at wealth management and private fund adviser firms. Mr. McCutcheon holds a J.D. from the Cornell Law School, and an undergraduate degree in English and American Literature from Brown University.

Toby Tennenhaus

Job Titles:
  • Member of the Portfolio Management Team
  • ASSISTANT VICE PRESIDENT - Portfolio Management
  • Assistant Vice President - Portfolio Management at Locust Point Capital
Toby Tennenhaus is an Assistant Vice President-Portfolio Management at Locust Point Capital where she is responsible for supporting the portfolio management team. Her duties include monitoring the performance of debt and equity investments made by Locust Point Capital. Ms. Tennenhaus brings more than seven years of accounting experience where she specialized in real estate accounting. Her experience includes responsibility for the financial performance and reporting of HUD, rent-controlled, and market properties. Ms. Tennenhaus holds a CPA certification and has a B.S. in accounting from Touro College. Toby Tennenhaus is an Assistant Vice President-Portfolio Management at Locust Point Capital where she is responsible for supporting the portfolio management team. Her duties include monitoring the performance of debt and equity investments made by Locust Point Capital. Ms. Tennenhaus brings more than seven years of accounting experience where she specialized in real estate accounting. Her experience includes responsibility for the financial performance and reporting of HUD, rent-controlled, and market properties. Ms. Tennenhaus holds a CPA certification and has a B.S. in accounting from Touro College.

Wade Cooper

Job Titles:
  • Director - Data Scientist at Locust Point Capital
Wade Cooper is a Director - Data Scientist at Locust Point Capital. Mr. Cooper has over 20 years across a broad spectrum of industries, he most recently led product teams with integrated AI solutions focused on revolutionizing the software development life cycle and differentiating sustainability tech. Mr. Cooper holds a Ph.D in Marine Biology from the University of Miami, a Masters in Environmental Biology from the University of Colorado, and a B.S. in Biology from Penn State University. Wade Cooper is a Director - Data Scientist at Locust Point Capital. Mr. Cooper has over 20 years across a broad spectrum of industries, he most recently led product teams with integrated AI solutions focused on revolutionizing the software development life cycle and differentiating sustainability tech. Mr. Cooper holds a Ph.D in Marine Biology from the University of Miami, a Masters in Environmental Biology from the University of Colorado, and a B.S. in Biology from Penn State University.

Zachary Johnson

Job Titles:
  • Member of the Portfolio Management Team
  • Assistant Vice President - Portfolio Management at Locust Point Capital
Zachary Johnson is an Assistant Vice President - Portfolio Management at Locust Point Capital where he is responsible for supporting the portfolio management team. His duties include monitoring the performance of debt and equity investments made by Locust Point Capital. Prior to joining Locust Point Capital, Mr. Johnson worked as a Financial Analyst for a national food service and hospitality firm. Mr. Johnson holds a B.S. in Business Administration from Monmouth University's Leon Hess Business School. Zachary Johnson is an Assistant Vice President - Portfolio Management at Locust Point Capital where he is responsible for supporting the portfolio management team. His duties include monitoring the performance of debt and equity investments made by Locust Point Capital. Prior to joining Locust Point Capital, Mr. Johnson worked as a Financial Analyst for a national food service and hospitality firm. Mr. Johnson holds a B.S. in Business Administration from Monmouth University's Leon Hess Business School.

Zachary Scimeca

Job Titles:
  • Assistant Vice President - Underwriting at Locust Point Capital
Zachary Scimeca is an Assistant Vice President - Underwriting at Locust Point Capital where he is responsible for preparing credit memos, performing due diligence, and conducting market studies. Prior to joining Locust Point Capital, Mr. Scimeca was an intern for the firm. Mr. Scimeca holds a B.S. in Business Administration from Monmouth University's Leon Hess Business School. Zachary Scimeca is an Assistant Vice President - Underwriting at Locust Point Capital where he is responsible for preparing credit memos, performing due diligence, and conducting market studies. Prior to joining Locust Point Capital, Mr. Scimeca was an intern for the firm. Mr. Scimeca holds a B.S. in Business Administration from Monmouth University's Leon Hess Business School.

Zak Scimeca

Job Titles:
  • ASSISTANT VICE PRESIDENT - UNDERWRITING