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Helene J. Jepson
Chief Compliance Officer

415-644-4193
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Helene Jepson is Chief Compliance Officer for White Oak Global Advisors, LLC. Ms. Jepson joined White Oak in August 2013. Prior to joining White Oak, Ms. Jepson was an Executive Director at Morgan Stanley, where she spent 10 years in a variety of roles, first as a litigation attorney in San Francisco, and later as Head of Compliance for Wealth Management in EMEA (Europe, Middle East, Africa) based in the Firm’s London office, and finally as Head of Risk for Private Wealth Management and International Wealth Management Americas in New York. Before that, Ms. Jepson worked at Goldman Sachs and practiced law in her native Norway. Ms. Jepson is a licensed attorney in California and Norway, holds a JD from the University of Oslo and an MBA from Cornell University.

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Ali A. Amiry, Ph.D., CFA
Chief Risk Officer

415-644-4118
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Dr. Amiry is Chief Risk Officer and a member of the Investment Committee for White Oak Global Advisors, LLC and is responsible for portfolio risk management. Dr. Amiry joined White Oak in July of 2011. Prior to Joining White Oak, Dr. Amiry served as investment officer for the City of San Jose's Retirement Services Department, where he recommended and implemented the investment structure and allocation of a $5 billion pension portfolio; director of research at Alan D. Biller & Associates; partner/portfolio manager at Quant Investment Strategies; and portfolio manager at Harris Investment Management (Bank of Montreal). Dr. Amiry has also lectured in finance, financial accounting, and investment management at the University of Southern Queensland (Auckland, New Zealand). Dr. Amiry has earned an M.B.A. from Wharton School of Business at the University of Pennsylvania, a Ph.D. (Physics) from SUNY-Stony Brook, and a B.A. (Physics) from the University of Chicago. Dr. Amiry has earned the right to use the Chartered Financial Analyst designation.

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Matthew D. Caudill, Esq.
General Counsel

415-644-4103
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Mr. Caudill is General Counsel for White Oak Global Advisors, LLC and is responsible for legal, compliance and certain administration functions for White Oak. Mr. Caudill joined White Oak in March of 2012 from Concordance Capital Management, where he served as General Counsel and Chief Compliance Officer. Mr. Caudill has also served in similar capacities with other private fund managers, including as General Counsel and Chief Compliance Officer of Deephaven Capital Management, a multi-billion dollar, multi-strategy hedge fund manager. Prior to Deephaven, Mr. Caudill worked in the Legal and Compliance Department of Credit Suisse, where he served as Vice President. Mr. Caudill began his career as an Associate with Goodwin Procter LLP. Mr. Caudill holds a J.D., magna cum laude, from Seton Hall University School of Law and a B.A., magna cum laude, in Political Science from Florida Atlantic University.

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Andre A. Hakkak
Founder and Managing Partner

415-644-4111
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Mr. Hakkak has served as Co Portfolio Manager and Investment Committee member of White Oak since June 2007. Mr. Hakkak was previously the Founder and Chief Investment Officer of Alpine Global, Inc. from May 2000 to February 2007. Mr. Hakkak was also the Founder and Portfolio Manager at Suisse Global Investments (SGI) from November 1995 to April 2000. From November 1994 to November 1995, Mr. Hakkak served at Robertson Stephens & Co. as an investment banker and principal in its Investment Company Act platform. Mr. Hakkak received a B.S. from the Haas School of Business at the University of California at Berkeley and has maintained his Series 7, Series 63, and Series 24 licenses since 1990. Finally, Mr. Hakkak was an active board member and advisor to several firms and funds including: MiFund, Inc., Iranavar LP, MFEX, Ltd., GivingCapital, Alpine Quadrant Fund, Tristar Fund, Suisse Global Index, Alpine Realty Partners, Suisse Global Asia Partners and various single-asset partnerships.

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Barbara J. S. McKee
Founder and Managing Partner

415-644-4101
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Ms. McKee has served as Co Portfolio Manager and Investment Committee member of White Oak since June 2007. Ms. McKee was with KKR Financial LLC as senior vice president and concurrently with KKR Financial Corp. (NYSE: KFN) as general counsel from September 2004 to December 2006. Prior to joining KFN, Ms. McKee served as senior counsel with Wells Fargo Bank, N.A. from February 2002 to September 2004. She received a B.A. from Yale University, a J.D. from the University of Chicago and an M.A. from the University of California at Berkeley. Ms. McKee is a member of both the California and New York State Bar Associations.

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David M. Lund
Chief Financial Officer

415-644-4189
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Mr. Lund is Chief Financial Officer for White Oak Global Advisors, LLC and is responsible for all fund and corporate accounting and reporting for White Oak. Mr. Lund joined White Oak in July of 2011 from Hercules Technology Growth Capital where he served as Chief Financial Officer. Prior to joining Hercules, Mr. Lund served as the Corporate Controller of Rainmaker, Inc., from January 2005 to July 2005; as the Corporate Controller for Centrillium Communications from January 2003 to February 2005; as the Chief Financial Officer and Vice President of Finance for APT Technologies from April 2002 to January 2003; as the Chief Financial Officer and Vice President of Scion Photonics from February 2001 to March 2002. Mr. Lund also served in public accounting with Ernst & Young LLP and Grant Thornton LLP. He received a B.S. degree in Business Administration with an emphasis in Accounting from San Jose State University and a B.S. degree in Business Administration with an emphasis in Marketing from California State University, Chico.

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Darius J. Mozaffarian
Partner and Head of Originations

415-644-4140
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Mr. Mozaffarian is a Partner and Head of Originations for White Oak Global Advisors, LLC and is responsible for sourcing and underwriting new investment opportunities for White Oak's private debt funds. Mr. Mozaffarian joined White Oak in May 2008 from Goldman, Sachs & Co. where he served as a Senior Associate in the investment banking division and leveraged finance group. Prior to Goldman, Sachs & Co., Mr. Mozaffarian was a Product Manager at Telephia, Inc., a consulting company acquired by Nielsen Media Research. Mr. Mozaffarian began his career at Microsoft Corporation where he served as a Business Development Analyst. Mr. Mozaffarian received an M.B.A. from the Haas School of Business and dual bachelors degrees with a B.S. in Industrial Engineering and Operations Research and a B.A. in Economics from the University of California at Berkeley. Mr. Mozaffarian is currently a member of the committee for Corporate Social Responsability (CSR) on the Association for Corporate Growth (ACG).

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Scott J. Johnston
Managing Director, Originations

415-644-4123
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Mr. Johnston is a Managing Director of Originations for White Oak Global Advisors, LLC and is responsible for originating and underwriting new investment opportunities for White Oak's private debt funds. Mr. Johnston has over 21 years of experience in commercial finance and alternative debt investing spanning all functional responsibilities including credit, underwriting, portfolio management and originations. Prior to joining White Oak in October of 2011, Mr. Johnston spent over ten years at Wells Fargo Capital Finance where he was Senior Vice President of Originations. From 1996 to 2000, Mr. Johnston was Vice President, Senior Underwriter at Bay View Financial Corporation. Mr. Johnston began his career in 1991 with U.S. Bank's Structured Capital Group in credit, audit and portfolio management roles. Mr. Johnston holds a Bachelors of Science in Finance from the Kelley School of Business at Indiana University and is an active member of the Turnaround Management Association and current board member of the Commercial Finance Association.

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David B. Hackett
Partner and Head of Underwriting

415-644-4150
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Mr. Hackett is a Partner and Head of Underwriting for White Oak Global Advisors, LLC and is responsible for underwriting and servicing portfolio investments for White Oak's private debt funds. Mr. Hackett joined White Oak in January of 2008 and became a member of White Oak's Investment Committee in June of 2011. Prior to joining White Oak, Mr. Hackett worked at North Point Investors where he served as a Portfolio Co-Manager. Prior to this position, Mr. Hackett was an Associate at Alpine Global, Inc. Prior to Alpine, Mr. Hackett was a Director at Redler Group, Ltd., a Geneva-based family office offering financial advisory services. He received a B.S. from the Haas School of Business at the University of California at Berkeley.

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Thomas F. Finnigan IV
Director, Underwriting

415-644-4170
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Mr. Finnigan is a Director of Underwriting for White Oak Global Advisors, LLC and is responsible for underwriting and servicing portfolio investments for White Oak's private debt funds. Before joining White Oak in December of 2011, Mr. Finnigan served as an Associate at McNamee Lawrence & Company, a boutique investment bank focused in media and technology. Mr. Finnigan received a B.A. in Economics from Dartmouth College where he was awarded a citation for academic excellence in his corporate finance senior seminar.

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Kurt C. Peterson
Vice President, Underwriting

415-644-4171
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Mr. Peterson is a Vice President of Underwriting of White Oak Global Advisors, LLC and is responsible for underwriting and servicing portfolio investments for White Oak's private debt funds. Mr. Peterson joined White Oak in October 2011 from UBS Investment Bank where he served as an Analyst in the Global Technology Group. Prior to UBS, Mr. Peterson was an Analyst at Macquarie Capital USA in the Restructuring and Special Situations Group. Mr. Peterson received a B.S. in Finance and Entrepreneurship from the Kelley School of Business at Indiana University of Bloomington. He graduated with High Distinction from both the Mitte Business Honors Program and Hutton Honors College.

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Geoffrey C. Zbikowski
Vice President, Originations

415-644-4102
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Mr. Zbikowski is a Vice President for White Oak Global Advisors, LLC and is responsible for sourcing and underwriting new investment opportunities for White Oak's private debt funds. Mr. Zbikowski joined White Oak as a Credit Analyst in the Underwriting group in October 2011. Prior to joining White Oak, Mr. Zbikowski worked at Financial Technology Partners, LP, where he served as an Investment Banking Associate. Prior to his position at Financial Technology Partners, Mr. Zbikowski worked at Gordian Group, LLC as an Investment Banking Restructuring Associate. Before joining Gordian, Mr. Zbikowski worked at Piper Jaffray & Co. as an Investment Banking Restructuring Analyst. Mr. Zbikowski began his career at CIBC World Markets in 2004 as an intern. Mr. Zbikowski holds a B.S. in Industrial Engineering and Operations Research and a Minor in Economics from Columbia University; and a B.S. in Physics with a Minor in Mathematics from Hobart College.

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Stewart T. Hanlon
Senior Associate, Originations

415-644-4144
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Mr. Hanlon is a Senior Associate for White Oak Global Advisors, LLC and is responsible for sourcing and underwriting new investment opportunities for White Oak's private debt funds. Prior to joining White Oak in May 2014, he served as an Associate at Saints Capital, a late stage venture capital firm focused on direct and secondary investment opportunities. Mr. Hanlon began his career at Ernst & Young, where he provided valuation and consulting services to private equity and venture capital funds. He holds an M.S. in Financial Accounting and a B.S. in Finance, both with honors from the Leeds School of Business at the University of Colorado. Mr. Hanlon also holds a CPA license with the State of California.

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John B. Mitchell
Analyst, Portfolio Servicing

415-644-4115
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Mr. Mitchell is an Analyst for White Oak Global Advisors, LLC and is responsible for managing and servicing White Oak's private debt portfolio investments. He joined White Oak in April 2014 from US Capital Partners, LLC where he provided support in underwriting small to lower middle market investments across various sectors as an Analyst in the Capital Markets group. Mr. Mitchell received a B.A. in Economics from the University of California, San Diego.

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Stuart R. Barden
Associate, Underwriting

415-644-4135
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Mr. Barden is an Underwriting Associate for White Oak Global Advisors, LLC and is responsible for underwriting and servicing portfolio investments for White Oak’s private debt funds. Previously, he was an investment professional at ICG Group, focused on sourcing and executing control and non-control growth equity investments in SaaS, technology-enabled services and internet companies. Mr. Barden began his career at Milbank Roy & Co., a boutique investment bank, after receiving his J.D. from New York Law School where he was an International Law Fellow and member of the Foreign Direct Investment International Moot Team. He received a B.S. in Finance from the Kelley School of Business at Indiana University - Bloomington.

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Allan J. Marzen
Managing Director, Originations

212-218-6376
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Mr. Marzen 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. Allan 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, he served as Senior Vice President (Loan Originations) with Wells Fargo Capital Finance, has had previous turns with AloStar Business Credit, First Niagara Commercial Finance, Golub Capital, CapitalSource Finance, CIT Financial and Fleet Capital Corp., and began his career as a CPA with Deloitte and Touche. A graduate of George Mason University, Allan 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.

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Puneet S. Chabbewal
Associate, Underwriting

415-644-4145
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Mr. Chabbewal is an associate of Underwriting for White Oak Global Advisors, LLC 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.

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Jennifer A. Lewis
Analyst, Underwriting

415-644-4124
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Ms. Lewis is an Underwriting Analyst for White Oak Global Advisors, LLC, and supports the underwriting and servicing of White Oak's private debt portfolio investments. She joined White Oak in August 2013, and has prior experience as a Business Analyst with SunGard Financial Systems. Ms. Lewis received a B.S. in Finance and Economics from the Girard School of Business at Merrimack College, where she graduated magna cum laude and was a Presidential Scholar.

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Jonathan M. Weitzel
Vice President

415-644-4105
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Mr. Weitzel is a Vice President of Underwriting for White Oak Global Advisors, LLC and is responsible for underwriting and servicing portfolio investments for White Oak's private debt funds. Mr. Weitzel joined White Oak in May of 2013 from Stamos Capital Partners, where he served as Director of Fixed Income since 2010. Prior to his position at Stamos Capital Partners, Mr. Weitzel worked for The Blackstone Group, as an Investment Banking Restructuring Associate during the summer of 2009. Before joining The Blackstone Group, Mr. Weitzel worked at Wells Fargo & Co. as a Senior Investment Analyst in their Proprietary Portfolio Group, covering the Media/Cable/Entertainment sectors from 2003-2008. Mr. Weitzel began his career at Wells Fargo & Co. in 2001 as a Commercial Banking Analyst and graduated from the bank’s credit training program in 2003. Mr. Weitzel holds a B.S. in Business Administration and a Minor in Economics from California Polytechnic State University (Cal Poly SLO) and an MBA from The University of Chicago Booth School of Business with concentrations in Finance and Accounting.

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Patrick M. Conner, CFA
Partner and Managing Director, Long/Short Event Driven Investing

214-989-3031
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Mr. Conner is a Partner and Managing Director for White Oak Global Advisors, LLC and is co-portfolio manager of the White Oak Opportunity Fund, an event-driven liquid credit strategy fund. Mr. Conner joined White Oak in June of 2011 from Armatura Capital Management, LLC where he served as Co-Founder and Co-Portfolio Manager for Armatura Capital Management, LLC from June 2009 to June 2011. Prior to Armatura, Mr. Conner was a Partner and Senior Portfolio Manager at Highland Capital Management, L.P. Mr. Conner served at Enron Corp. from 1997 to 2002, where he managed an equity hedge fund portfolio in basic industry sectors and before that, worked in Enron Corporate Development. Mr. Conner began his career in middle market corporate lending at Boatmen's Bank. Mr. Conner received his M.B.A. at The Wharton School at the University of Pennsylvania and received a B.B.A. in Finance from Wichita State University. Mr. Conner has earned the right to use the Chartered Financial Analyst designation.

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Chetan S. Pai Panandiker
Partner and Managing Director, Long/Short Event Driven Investing

214-989-3032
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Mr. Pai Panandiker is a Partner and Managing Director for White Oak Global Advisors, LLC and is Co-Portfolio Manager of the White Oak Opportunity Fund, an event-driven liquid credit strategy fund. Mr. Pai Panandiker joined White Oak in June of 2011 from Armatura Capital Management, L.L.C. where he served as Co-Founder and Co-Portfolio Manager. Prior to Armatura, Mr. Pai Panandiker was a Co-Head of Research and Portfolio Manager at Highland Capital Management, L.P. where he served from 2002 to 2009. Prior to Highland, Mr. Pai Panandiker served at Enron Corp. where he analyzed and traded high yield bonds in a hedge fund structure. He received a B.B.A. in the Business Honors Program from University of Texas at Austin.

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Nicholas C. Losey, Jr., CFA
Partner and Managing Director, Long/Short Event Driven Investing

214-989-3033
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Mr. Losey is a Partner and Managing Director of White Oak Global Advisor, LLC and is co-portfolio manager of the White Oak Opportunity Fund, an event-driven liquid credit strategy fund. Mr. Losey joined White Oak in June 2011 from Armatura Capital Management, LLC where he served as Co-Founder and Co-Portfolio Manager for Armatura Capital Management, LLC from June 2009 to June 2011. Prior to Armatura, Mr. Losey was a Portfolio Manager at Highland Capital Management, L.P. where he served from 2005 to 2009. Prior to Highland, Mr. Losey was an Investment Analyst at Salomon Smith Barney. Mr. Losey began his career trading equity, listed debt and equity derivatives at Bear Stearns. Mr. Losey received his M.B.A. at The Cox School of Business at Southern Methodist University and received his B.B.A. in Finance at The University of Oklahoma. Mr. Losey has earned the right to use the Chartered Financial Analyst designation.

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Gregory B. Stilson
Managing Director, Portfolio Manager

415-644-4104
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Mr. Stilson is a Managing Director and Portfolio Manager for White Oak Global Advisors, LLC and is head of White Oak's cash management desk. Mr. Stilson joined White Oak in September of 2009 from Pacific Growth Equities LLC where he served as head of cash management desk in San Francisco. Prior to this position, Mr. Stilson served as head of cash management at Hambrecht & Quist LLC. Previously, Mr. Stilson managed fixed income portfolios for clients while at JPMorgan Institutional Investments, Inc. and Citigroup Global markets Institutional Fixed Income Group (IFG). Mr. Stilson began his career in 1991 in San Francisco with Dean Witter Reynolds, LLC where he was a bond salesman whose clients included regional commercial banks, investment banks, brokerage firms, public corporations and other institutional users of fixed income investments. Mr. Stilson received his B.A. from the University of California at Berkeley and currently holds series 7, 53 and 63 licenses.

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Thomas K. Otte
Managing Director, Head of Asset Based Lending

415-644-4190
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Mr. Otte currently serves as Managing Director and Head of Asset Based Lending for White Oak. Mr. Otte was previously a Senior Advisor and Region Manager of Presidential Financial Corporation from March 2012 to January 2013. Mr. Otte was the Founder and Managing Partner of TKO Finance Group, LLC from March 2009 to March 2012. Mr. Otte was a Managing Director of Dune Capital Management LP from January 2004 to March 2009. From October 1988 to January 2004 Mr Otte served at GE Capital as a Business Leader and Officer. Mr. Otte received an MBA from DePaul University in Chicago, IL and a BA from the University of Illinois in Urbana, IL. Finally, Mr. Otte was 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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Steven M. Santiago, CFA
Vice President, Portfolio Servicing

415-644-4167
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Mr. Santiago is a Vice President for White Oak Global Advisors, LLC and is responsible for managing and servicing portfolio investments for White Oak's private debt funds. Mr. Santiago joined White Oak in 2013 from Navigant Capital Advisors, where he served as a Manager working with companies and alternative investment firms in a variety of capital markets, valuation, restructuring and strategic advisory engagements. Prior to joining Navigant Capital Advisors in 2007, Mr. Santiago was a Senior Analyst in the Investment Banking Group at Cochran Caronia Waller, now part of Macquarie Capital, where he specialized in financial and regulated institutions. Mr. Santiago began his career working as an Investment Banking Analyst for Dresner Partners, a middle-market advisory firm, and for the Technology and Healthcare Group of A.G. Edwards & Sons, now part of Wells Fargo & Company. Mr. Santiago received dual Bachelor of Science with Honors degrees in Finance and Accountancy from the University of Illinois at Urbana-Champaign and has earned the right to use the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Mr. Santiago is a licensed Certified Insolvency and Restructuring Advisor (CIRA) and holds his Certification in Distressed Business Valuation (CDBV).

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Benjamin L. Perlman
Analyst, Portfolio Servicing

415-644-4191
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Mr. Perlman is an Analyst for White Oak Global Advisors, LLC and is responsible for managing and servicing White Oak's private debt portfolio investments. He joined White Oak in 2014 from Ernst & Young’s Valuation and Business Modeling practice, where he provided valuation, corporate finance and strategic advisory services to a variety of publicly-traded and privately-held companies. Mr. Perlman received a B.S. in Business Administration with a concentration in Finance and dual minors in Economics and Statistics from California Polytechnic State University, San Luis Obispo.

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Landy P. Pheloung
Managing Director, Head of Marketing

212-218-6371
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Mr. Pheloung is Managing Director and Head of Marketing for White Oak Global Advisors, LLc and is responsible for new business development. Mr. Pheloung joined White Oak in May of 2011 from Deutsche Bank where he worked for 13 years in many roles across the bank. During his tenure at Deutsche Bank he served as head of the Asian equity sales desk, relationship manager, and in his last post with the asset management division he headed up the foundation and endowment business development efforts. Mr. Pheloung has had over 25 years of sales and trading experience in New York and Australia, working for firms such as Macquarie Bank, Oppenheimer Co. and EF Hutton.

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Milbrey "Casey" Jones
Managing Director, Marketing

415-306-1916
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Mr. Jones is a Managing Director of Marketing for White Oak Global Advisors, LLC, responsible for new business development. Mr. Jones joined White Oak in March 2012 from Maybridge Partners, an investment management consulting firm he founded, which worked with all aspects of defined benefit pension plans. Prior to founding Maybridge, Mr. Jones was a partner at Salus Capital Management, a hedge fund specializing in long/short equity market neutral and portable alpha. Before joining Salus, Mr. Jones was a vice president of marketing and client servicing for Alliance Capital Management. Mr. Jones served the Marin County Retirement System as a Trustee and Chairman of the Investment Committee for over a decade; he has also served 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 Series 63.

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Jonathan D. Moll, CFA
Managing Director, Marketing

415-644-4128
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Mr. Moll is a Managing Director of Marketing for White Oak Global Advisors, LLC. He has approximately 20 years of asset management experience and has held senior positions at firms such as PIMCO, KKR, Vector Capital, Hewitt and Morgan Creek Capital Management. Mr. Moll graduated summa cum laude with a Bachelor’s degree in Chemistry from Gettysburg College, where he was awarded the designation of Presidential Scholar and was elected to Phi Beta Kappa. He earned an M.B.A. from Carnegie Mellon University’s Tepper Business School and graduated with Distinction. Mr. Moll holds the designation of Chartered Financial Analyst (CFA) through the CFA Institute.

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Paul C. Ahrens
Director, Marketing

212-218-6372
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Mr. Ahrens is a Director of Marketing for White Oak Global Advisors, LLC and is responsible for new business development for White Oak. Mr. Ahrens joined White Oak in December of 2011 Southfield Capital where he was responsible for marketing their SBIC mezzanine fund. Prior to joining Southfield (July, 2007-December, 2010), Mr. Ahrens was a member of the launch team for the FSJC direct lending fund at FrontPoint Partners (Morgan Stanley) where he was responsible for the marketing and communications of this strategy. Earlier in his career, Mr. Ahrens focused on developing marketing and communications strategies for Fortune 500 companies in the financial, automotive, healthcare and telecommunications industries. Mr. Ahrens served in a variety of account management and operational roles at global advertising agencies including Lowe Worldwide, McKinney & Silver and TBWA\Chiat Day. Mr. Ahrens received a B.A. in Business Management with a concentration in Economics from Gettysburg College in 1987.

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John H. Taylor
Managing Director, Marketing

910-420-1952
Email | vCard

Mr. Taylor is a Director of Marketing of White Oak Global Advisors, LLC and is responsible for new business development for White Oak. Mr. Taylor joined White Oak in September of 2012 from BTIG, LLC where he was responsible for relationship management and research sales for pension funds, endowments and money managers. Previously, he had been the founding CEO of Angelo Gordon Advisors, an SEC-registered investment advisor (2003-07), and also a Managing Director at Goldman Sachs where he worked for 25 years. Mr. Taylor received a B.A. in Economics from Brown University in 1975.

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Patricia K. Chan
Fund Controller

415-644-4181
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Ms. Chan is Fund Controller of White Oak Global Advisors, LLC and is responsible for all fund accounting and tax reporting of White Oak's private debt funds. Ms. Chan joined White Oak from Ascend Capital where she served as Controller. From September 2008 to May 2010, she was the Assistant Controller - Financial Reporting with Passport Capital, LLC. She worked for Ernst & Young from 2001 - 2008 where she was an experienced manager in the Global Asset Management practice. She received a B.S. in Business Administration with a concentration in accounting from the San Francisco State University.

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Andrew R. Nishimura
Assistant Controller

415-644-4182
Email | vCard

Mr. Nishimura is Accounting Manager for White Oak Global Advisors, LLC and is responsible for the accounting and tax reporting of White Oak's private debt funds. Mr. Nishimura previously worked for PricewaterhouseCoopers as a senior associate in Assurance from September 2006 to June 2011. Mr. Nishimura holds both a B.A. in Accounting and a MPAcc. (Master of Professional Accountancy) from the Foster School of Business at the University of Washington.

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Sandra L. Caruba
Director, Investor Relations

415-644-4164
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Ms. Caruba is Vice President, Investor Relations of White Oak Global Advisors, LLC, and is responsible for client communications. Prior to joining White Oak in 2013, Ms. Caruba was an attorney in private practice and a professor at Monterey College of Law. She was formerly a professor at the University of Auckland, and Senior Counsel/Vice President at Bank One Corporation where her responsibilities included marketing and communications compliance. Ms. Caruba received a J.D. from the University of Chicago, a LL.M. from the University of Auckland, and a B.S. in Philosophy from Illinois State University.

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Megan R. Young
Senior Associate, Investor Relations

415-644-4137
Email | vCard

Ms. Young is a Senior Associate, Investor Relations of White Oak Global Advisors, LLC, and is responsible for client service, including account changes, transfer requests and capital activity. Previously, she served as a Senior Analyst at Wilshire Associates, Inc., where she focused on investment manager relations, development of Wilshire’s proprietary database, and investment consulting operations; she also has significant investment management operations experience. Ms. Young has a B.A. in Economics/Mathematics from University of California, Santa Barbara, where she graduated with Honors.

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Diane C. Altieri
Director of Operations

415-644-4166
Email | vCard

Ms. Altieri joined White Oak in December 2013, and is leading the firm’s Technology and Operations initiatives. She also focuses on guiding White Oak’s strategy, as well as organizational and business development. Prior to White Oak, Ms. Altieri was 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 received a B.S. in Accounting and Computer Science from University of Dayton.

Corporate

Name Title Office
Andre A. Hakkak Managing Partner San Francisco
Managing Partner San Francisco
Chief Financial Officer San Francisco
General Counsel San Francisco
Chief Risk Officer San Francisco
Chief Compliance Officer San Francisco

Originations

Name Title Office
Partner and Head of Originations San Francisco
Managing Director, Originations San Francisco
Managing Director, Originations New York
Vice President, Originations San Francisco
Senior Associate, Originations San Francisco

Underwriting

Name Title Office
Partner and Head of Underwriting San Francisco
Director, Underwriting San Francisco
Vice President, Underwriting San Francisco
Vice President, Underwriting San Francisco
Associate, Underwriting San Francisco
Associate, Underwriting San Francisco
Analyst, Underwriting San Francisco
Vice President, Portfolio Servicing San Francisco
Analyst, Portfolio Servicing San Francisco
Analyst, Portfolio Servicing San Francisco

Portfolio Management

Name Title Office
Partner and Managing Director,
Long/Short Event Driven Investing
Dallas
Partner and Managing Director,
Long/Short Event Driven Investing
Dallas
Partner and Managing Director,
Long/Short Event Driven Investing
Dallas
Managing Director, Portfolio Manager San Francisco
Managing Director, Head of Asset Based Lending San Francisco

Marketing

Name Title Office
Managing Director, Head of Marketing New York
Managing Director, Marketing San Francisco
Managing Director, Marketing San Francisco
Director, Marketing New York
Director, Marketing New York

Investor Relations

Name Title Office
Director, Investor Relations San Francisco
Senior Associate, Investor Relations San Francisco

Operations

Name Title Office
Director of Operations San Francisco
Fund Controller San Francisco
Assistant Controller San Francisco