MOELIS ASSET MANAGEMENT - Key Persons
Job Titles:
- Head Credit Trader Management Committee Member
- Head of Credit Trading and Member of Gracie Asset Management 's Management Committee
Mr. Koundourakis serves as Head of Credit Trading and member of Gracie Asset Management's Management Committee. Prior to joining Gracie Asset Management in 2005, Mr. Koundourakis was a Managing Director, Founding Member and Execution Trader at Calyon/CLCM. Prior to joining Calyon/CLCM in 2002, Mr. Koundourakis was Vice President of integrated credit sales at Merrill Lynch. Prior to joining Merrill Lynch in 2001, Mr. Koundourakis was a senior broker and Global Head of the Credit Derivative Business at Cantor Fitzgerald from 1995 to 2001. Mr. Koundourakis holds a B.A. in Political Science from Western Maryland College.
Job Titles:
- Investment Associate
- Investment Associate / Crossbeam Venture Partners
- Member of the Investment Team at Crossbeam
Alex Notis is a member of the investment team at Crossbeam. Prior to this role, he was an investment banking analyst at Lazard. He holds a BBA from Emory University's Goizueta Business School, where he graduated with a quadruple concentration in Finance, Consulting, Entrepreneurship, and Film & Media Management. In High School, he founded My Weekly Sports, an online magazine which reached over 13 million viewers prior to his exit in 2016.
Job Titles:
- General Partner
- Co - Founder and General Partner at Crossbeam
- General Partner / Crossbeam Venture Partners
Ali Hamed is a co-founder and general partner at Crossbeam. He co-leads firm management, capital raising, and deal sourcing, and is a member of the investment committee. He also is a co-founder and partner of Crossbeam's credit affiliate, CoVenture Management. Prior to CoVenture, Ali was a Venture Partner at Compound Ventures (formerly known as Metamorphic Ventures), during which time he helped source many of the firm's successful investments.
Job Titles:
- Associate / Freeport Financial
- Associate / Freeport Financial Partners
Mrs. Cessna is responsible for structuring, underwriting and managing middle-market debt investments for Freeport. Prior to joining Freeport in 2023, Mrs. Cessna served as a Senior Assistant in the Audit & Assurance practice at Deloitte. Mrs. Cessna holds a B.A. in Accounting and a Masters in Accounting from the Foster School of Business at the University of Washington. Mrs. Cessna is a Certified Public Accountant (inactive) as well.
Job Titles:
- Senior Associate / Freeport Financial
- Senior Associate / Freeport Financial Partners
Alyssa Marszalkowski is responsible for supporting the accounting, finance, and back-office functions for Freeport. Prior to joining Freeport in 2021, Ms. Marszalkowski was an Alternative Investments Accountant at US Bancorp Fund Services. Ms. Marszalkowski graduated with a BBA in Finance and minor in personal finance and insurance from the University of Wisconsin-Oshkosh.
Alyssa Matenaer is an Associate of Moelis Asset Management and is responsible for assisting with the company's finance and accounting. She joined Moelis Asset in November 2021 and has over 6 years of accounting experience. Prior to joining Moelis Asset, she worked at U.S. Bank as a fund accountant in the Alternative Investment department. Alyssa holds a BS in Finance from University of Wisconsin-La Crosse.
Job Titles:
- Research Analyst
- Research Analyst at Steele Creek
Andre Monitto is a Research Analyst at Steele Creek and has over 5 years of financial services experience in investment research and portfolio analytics, all at Steele Creek. Prior to joining Steele Creek, he interned in both the Treasury & Balance Sheet Management and Internal Audit groups at TD Bank. Andre holds both a B.S. in Financial Management and a Master's of Public Accountancy from Clemson University, has completed the Certified Public Accountant (CPA) examination, and has earned the right to use the Chartered Financial Analyst (CFA) designation.
Chris Keller - CEO, Managing Director
Job Titles:
- Managing Director
- Managing Partner
- Managing Director / Managing Partner / Archean Capital Partners
Chris Keller is the Managing Partner of Catalyst and a Managing Director at Moelis Asset Management. He has a long history of investing in first-time private equity funds. He is co-Portfolio Manager for Archean and prior to Moelis, he was at Summit Strategies Group, an institutional investment consultant, where he was a Managing Director, Head of Research and Head of Private Markets. In his previous role, Chris committed over $10 billion across 200 private equity funds, including more than 50 first-time funds and emerging managers. He was also an active member on dozens of fund advisory boards. Chris is a Kauffman Fellow, a CFA® charter holder and received an MBA from Washington University in St. Louis and an undergraduate degree in Molecular Biology from The University of Colorado.
Job Titles:
- Managing Director
- Managing Director / Archean Capital Partners
- Managing Director and Member of the Executive Committee of Moelis Asset
Christopher Ryan is a Managing Director and member of the Executive Committee of Moelis Asset. Mr. Ryan has more than 30 years of financial markets experience, including trading, structuring, capital markets, research, sales, risk management and private markets investing. He has extensive experience building and managing fixed-income businesses around the world. Prior to joining Moelis in 2009, he spent nine years at UBS Investment Bank, where he was global head of Credit Fixed Income and regional head of Fixed Income, Commodities and Currencies for the Americas. Before UBS, Mr. Ryan was global head of Syndicated Loans at Lehman Brothers, which he joined in 1992. He was the founder of Lehman's syndicated loan business. Prior to Lehman Brothers, he worked for Salomon Brothers for nearly nine years in M&A, Restructuring and Distressed Loan Trading. Mr. Ryan graduated magna cum laude with an AB in mathematics and economics from Duke University. He was a member of the Duke Financial Economics Steering Committee and a frequent guest lecturer for the Duke Economics Department for many years. He was also Board Chair, Trustee and Treasurer at Sacred Heart Greenwich, an independent school for preschool - 12th grade girls.
Job Titles:
- Director / Freeport Financial
- Director / Freeport Financial Partners
- Director at Freeport
Dan Krippinger is a Director at Freeport and is responsible for structuring, underwriting and managing middle-market debt investments for Freeport. Prior to joining Freeport in 2015, Mr. Krippinger served as an Analyst in the Healthcare Finance unit of GE Capital. There he completed the Risk Management Leadership Program with roles in the Healthcare Finance unit and GE Capital headquarters. Mr. Krippinger holds a B.A. in Finance and Management from the University of Wisconsin.
Dan is a Vice President at Moelis Asset Management and a member of the Catalyst team. He is responsible for manager research, investment sourcing and capital formation. Prior to Moelis, Dan was a Vice President on the private markets team at Asset Consulting Group, where he helped oversee nearly $1 billion of annual commitments. Dan also led ACG's opportunistic investment effort, which included first-time funds, independent sponsors, and co-investments. Prior to ACG, Dan began his career at Summit Strategies Group, where he was a member of the private markets team conducting private markets research. Following Summit's acquisition by Mercer, Dan became a Principal at Mercer, where he co-managed two discretionary funds focused primarily on small market opportunities. Dan is a CFA® charter holder and holds a Bachelor of Science in Business Administration with a concentration in Finance and Banking from the University of Missouri.
Job Titles:
- Senior Associate
- Associate at Crossbeam
- Senior Associate / Crossbeam Venture Partners
Danielle Mahon is an Operations Associate at Crossbeam. Her responsibilities include operations and investor relations functions across Crossbeam. Prior to joining the Crossbeam team, Danielle worked on Morgan Stanley's Corporate Buyback. Danielle received a B.A. from Loyola University Maryland with a degree in Finance and a minor in Information Systems.
Job Titles:
- Director / Freeport Financial
- Director / Freeport Financial Partners
- Director at Freeport
Doug Golan is a Director at Freeport and is responsible for structuring, underwriting and managing middle-market debt investments for Freeport Financial. Prior to joining Freeport in 2017, Mr. Golan served as a Senior Associate in the direct lending unit at Golub Capital. Prior to joining Golub Capital, Mr. Golan served as an Analyst in the investment banking division of Moelis & Company. Mr. Golan holds a B.S. in Finance from the Kelley School of Business at Indiana University.
Job Titles:
- Controller
- Director
- Controller of Moelis Asset Management and Is Responsible for Moelis Asset
- Director & Controller / Archean Capital Partners
Douglas Applegate is the Controller of Moelis Asset Management and is responsible for Moelis Asset's finance and accounting and is Chief Financial Officer of Steele Creek Capital Corporation. He also serves as a senior member of the operations and structuring team of Archean Capital Partners, a joint venture between Veritable, L.P. and Moelis Asset. He joined Moelis Asset in 2015 and has over 15 years of asset management accounting experience. Prior to joining Moelis Asset, Doug held various positions at American Capital, Caxton Alternative Management and Credit Suisse handling the accounting and reporting functions for a variety of private equity funds, hedge funds and a publicly traded business development company. Doug began his career in public accounting at Arthur Andersen LLP. Doug holds a CPA license and obtained a BS in Accounting from Lehigh University and an MBA in Finance from Fordham University.
Job Titles:
- Chief Operating Officer
- Chief Operating Officer / Crossbeam Venture Partners
- Crossbeam 's Chief Operating Officer
Elizabeth Ostrander is Crossbeam's Chief Operating Officer. Prior to joining the Crossbeam team, she was the Director of Business Development at a boutique investment banking and capital markets firm. Elizabeth earned a B.A. from Boston College with a degree in Political Science and a minor in International Studies. She is a C.F.A. charter holder.
Eric Felder is the CEO of Moelis Asset Management. Prior to starting at Moelis in March of 2020, Eric was a senior managing director at Citadel, running Aptigon Capital, a stock-focused unit, and Citadel's Global Credit business. He joined Citadel in April 2017 to launch Fundamental Strategies (later merged with Aptigon and Global Credit), which invested on a multi-sector basis across corporate capital structures. Prior to joining Citadel Advisors, he was a partner and Head of Fundamental Strategies at Magnetar Capital. Previously, he served as Head of Global Markets at Barclays Capital, leading global sales and trading across equities, fixed income, currencies, and commodities. Eric joined Barclays in 2008 following its acquisition of Lehman Brothers, where he spent 14 years and held a series of increasingly senior roles, including Co-Head of Global Fixed Income. He serves on the Board of Directors of Venture for America, Inc. Mr. Felder received his undergraduate degree from the Wharton School of The University of Pennsylvania.
Mr. Fitzgerald joined Gracie Asset Management in 2005 and is currently a Senior Analyst. Prior to joining Gracie Asset Management, Mr. Fitzgerald worked at Deutsche Bank in Debt Capital Markets. Mr. Fitzgerald graduated from Princeton University in 2004 with a B.S.E. focusing on Solid State Physics.
Forrest Yardley is a Portfolio Analyst and joined Steele Creek in February 2022. Forrest holds a BS in Business Administration with Concentrations in Finance & Business Analytics from the University of North Carolina at Wilmington.
Job Titles:
- Head of Business Development
Frank Benevento is the Head of Business Development for Moelis Asset Management. Prior to Moelis, Frank held senior fundraising and client portfolio manager roles at Goldentree Asset Management, Pine River Capital, First Eagle Credit, and Crossharbor Capital. Prior to raising capital for diversified asset management strategies, Frank spent 14 years as an investment banker focused on bankruptcies, bridge financing and other public and private debt financing in both the US and Europe. Mr. Benevento earned an undergraduate business degree from Georgetown University.
Glenn Duffy - Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Chief Investment Officer of Steele Creek
Glenn Duffy serves as the Chief Investment Officer of Steele Creek. He has over 30 years of experience in banking and investment management and 20 years in CLOs, during which he structured, marketed and managed seven of them. In 2006, Glenn co-founded and managed Columbus Nova, a start up CLO asset management firm, growing it to approximately $2.0 billion AUM in under two years. Upon the sale of Columbus Nova to a publicly traded asset manager in 2010, he held a variety of leadership positions at the merged company including Head of Funds and Product Management and Trading. Previously, Glenn was a Senior Portfolio Manager and Loan Investment Committee member at Babson Capital Management. Before joining Babson Capital, he was a Group Credit Officer at Société Générale, responsible for rendering decisions on all credit opportunities for the Mid-West Region for both leveraged industrial companies and investment grade multinationals. He started his career at Chemical Bank, where he was a Credit Analyst and later a Relationship Manager in the middle market lending group. Glenn holds a BS in Business from DePaul University and an MBA from Adelphi University. He has earned the right to use the Chartered Financial Analyst designation and was also a part-time instructor at Sacred Heart University.
Job Titles:
- Assistant Vice President / Freeport Financial
- Assistant Vice President / Freeport Financial Partners
- Associate at Freeport
James Colletti is an Associate at Freeport and is responsible for structuring, underwriting and managing middle-market debt investments for Freeport. Prior to joining Freeport in 2020, Mr. Colletti served as a Senior Auditor in the Audit & Assurance practice at Deloitte. Mr. Colletti holds both a B.S. in Finance and Accounting and an MBA from the Kelley School of Business at Indiana University. Mr. Colletti is a Certified Public Accountant (active) as well.
Job Titles:
- Chief Investment Officer
- Chief Investment Officer Chairman, Management Committee Portfolio Manager
- Managing Partner and Chief Investment Officer of Gracie Asset Management
Mr. Palmisciano serves as Managing Partner and Chief Investment Officer of Gracie Asset Management and chairs its Management Committee. Prior to joining Gracie Asset Management in 2005, Mr. Palmisciano was a Managing Director and Co-Head of CLCM, a proprietary, multi-strategy credit fund within Calyon. Prior to joining Calyon/CLCM in 2003, Mr. Palmisciano was Director of Credit Derivatives Strategy at Deutsche Bank in New York, where he was a top-ranked credit derivative strategist and sell-side research analyst covering REITs and real estate. Mr. Palmisciano was also responsible for fundamental research for Deutsche Bank's proprietary credit trading operation and managed a joint venture between the credit derivative and commercial mortgage backed securities groups. Prior to joining Deutsche Bank in 1999, Mr. Palmisciano spent nine years as an Analyst covering the financial sector at Moody's Investors Service, the Federal Reserve Bank of NY and the FDIC. Mr. Palmisciano serves as Chairman Emeritus of The Picture House Regional Film Center and as a board member of County Harvest, Inc., a non-profit hunger relief organization. Mr. Palmisciano holds an M.B.A. from Fordham University and a B.S. in Finance from the State University of New York at Buffalo.
Chief Investment Officer; Chairman, Management Committee; Portfolio Manager
Job Titles:
- Senior Research Analyst
- Senior Research Analyst at Steele Creek
Jay Murphy is a Senior Research Analyst at Steele Creek and has over 7 years of financial services experience in the fields of investment research and valuation consulting. Prior to joining Steele Creek, he held the roles of Associate at FMV Opinions, Inc., Research Analyst at Wm. Smith & Co., and Research Analyst Intern with Mairs & Power. Jay holds a BSBA in Finance from the University of Denver, an MBA from the Wisconsin School of Business with a specialization in the Applied Security Analysis Program and has earned the right to use the Chartered Financial Analyst designation.
Job Titles:
- CFO / Senior Vice President / Freeport Financial
- CFO / Senior Vice President / Freeport Financial Partners
- CFO and Vice President at Freeport
Jeff Froemming is the CFO and Vice President at Freeport and is responsible for managing the accounting, finance and back office functions for Freeport. Prior to rejoining Freeport in 2016, Mr. Froemming spent eighteen years with Stark Investments, a global multi-strategy hedge fund. From 2005 to 2011, Mr. Froemming served as the fund controller for the Freeport funds at Stark. Mr. Froemming graduated with a BBA in Accounting from the University of Wisconsin-Milwaukee.
Job Titles:
- Assistant Vice President at Freeport
- Vice President / Freeport Financial
- Vice President / Freeport Financial Partners
Jeremy Goggins is an Assistant Vice President at Freeport and is responsible for supporting the accounting, finance and back office functions for Freeport. Prior to joining Freeport in 2018, Mr. Goggins was an Alternative Investments Assistant Manager at US Bancorp Fund Services. Mr. Goggins graduated with a BBA in both Accounting and Finance from the University of Wisconsin-Milwaukee and holds an M.S. in Professional Accounting from the University of Wisconsin-Milwaukee.
Job Titles:
- Managing Director / Freeport Financial
- Managing Director / Freeport Financial Partners
- Managing Director at Freeport
Joe Gambino is a Managing Director at Freeport and is responsible for structuring, underwriting and managing middle-market debt investments for Freeport. Prior to rejoining Freeport in 2013, Mr. Gambino served as a Vice President in the Healthcare Finance unit of NXT Capital. Prior to that, Mr. Gambino was a principal in the firm that actively invested and managed the Oppenheimer Distressed Opportunities Fund. From 2006 to 2009, Mr. Gambino was an Assistant Vice President at Freeport. He joined Freeport from GE Capital, where he held multiple roles in underwriting, account management and audit. Prior to GE Capital, Mr. Gambino was a staff auditor for Ernst & Young LLP. Mr. Gambino holds a B.S.B.A. in Accountancy from John Carroll University and is a Certified Public Accountant (inactive).
Job Titles:
- Managing Director / Freeport Financial
- Managing Director / Freeport Financial Partners
- Managing Director at Freeport
Joe Walker is a Managing Director at Freeport and is responsible for underwriting and managing middle-market debt investments for the Freeport loan funds. Prior to co-founding Freeport in 2005, Mr. Walker spent five years with GE Commercial Finance where he worked in the Global Sponsor Finance Group. In his role at GE, Mr. Walker was responsible for originating, underwriting and managing senior and junior debt facilities and equity co-investments in leveraged transactions. Prior to joining GE, he practiced corporate litigation at Baker & McKenzie in Chicago. Mr. Walker graduated summa cum laude with a B.S. in Management from Boston College and holds a J.D., cum laude, from the University of Notre Dame Law School and an M.B.A. from the Ross School of Business at the University of Michigan.
Job Titles:
- Managing Director / Freeport Financial
- Managing Director / Freeport Financial Partners
- Managing Director at Freeport
Josh Howie is a Managing Director at Freeport and is responsible for sourcing, structuring and managing middle-market debt investments for the Freeport loan funds. Prior to co-founding Freeport in 2005, Mr. Howie spent seven years with GE Capital Services, including two years in GE's Financial Management Program. While at GE, Mr. Howie worked in numerous roles including mergers & acquisitions, acquisition integration, finance and GE's Six Sigma Quality organization. His most recent role was in the Global Sponsor Finance unit where he was a Senior Vice President responsible for originating, structuring and underwriting leveraged transactions. Mr. Howie holds a B.A. in Economics from Kalamazoo College and an M.B.A. from the Kellogg School of Management at Northwestern University.
Job Titles:
- Executive Assistant
- Executive Assistant of Moelis Asset Management and Is Responsible
Josie Bisono is an Executive Assistant of Moelis Asset Management and is responsible for the company's day-to-day administrative operations, including accounts payable. She has over 10 years of experience in the financial industry. She joined the company in December 2015.
Job Titles:
- Controller - Operations / Freeport Financial
- Controller - Operations / Freeport Financial Partners
- Controller at Freeport
Kathy Allen is the Controller at Freeport and is responsible for supporting the accounting, finance and back office functions for Freeport. Prior to joining Freeport in 2016, Ms. Allen was Vice President of Compliance and Administration at Eco Capital Management. Prior to joining Eco Capital Management, Ms. Allen served as Accounting Manager at Stark Investments. Ms. Allen graduated cum laude with a BBA in Accounting from the University of Wisconsin-Milwaukee.
Mr. Fitzgerald joined Gracie Asset Management in 2008 and is currently a Portfolio Manager responsible for investments in High Yield and Investment Grade Credit primarily in Energy, Industrials, Metals and Mining, and Retail. Prior to joining Gracie Asset Management, Mr. Fitzgerald was a structured products derivatives analyst at Credit Suisse Securities, 2007-2008. Mr. Fitzgerald holds an M.P.A. with honors from the University of Texas, 2007.
Job Titles:
- Senior Associate - Operations / Freeport Financial
- Senior Associate - Operations / Freeport Financial Partners
- Senior Associate at Freeport
Kyle Kretschmann is a Senior Associate at Freeport and is responsible for supporting the accounting, finance and back office functions for Freeport. Prior to joining Freeport in 2019, Mr. Kretschmann was an Alternative Investments Analyst at US Bancorp Fund Services. Prior to joining US Bancorp, Mr. Kretschmann worked as a Finance and Accounting Analyst for the Milwaukee Symphony Orchestra. Mr. Kretschmann graduated with a BBA in Finance from the University of Wisconsin-Milwaukee and was recognized as a member of the Beta Gamma Sigma honor society.
Laura Capicotto is Associate Counsel at Moelis Asset Management and is responsible for assisting the company's legal and compliance team. Prior to Moelis Asset Management, Laura was an Associate at Sack and Sack LLP, a boutique litigation firm specializing in employment law. Laura holds a B.S. in Public Relations and Political Science from Boston University and a J.D. from St. John's University School of Law.
Job Titles:
- Director / Freeport Financial
- Director / Freeport Financial Partners
- Director at Freeport
Leon Revich is a Director at Freeport and is responsible for structuring, underwriting and managing middle-market debt investments for Freeport Financial. Prior to joining Freeport in 2016, Mr. Revich spent seven years in the investment banking division of Moelis & Company, most recently as a Vice President advising a variety of companies across multiple sectors on corporate finance transactions. Prior to joining Moelis & Company, Mr. Revich was an analyst in the General Industrials Group at Bear Stearns. Mr. Revich holds a B.S. in Finance and International Business from the Kelley School of Business at Indiana University.
Job Titles:
- Executive Assistant
- Office Manager
- Executive Assistant and Office Manager at Gracie Asset Management
Lucia Micali is an Executive Assistant and Office Manager at Gracie Asset Management. Lucia joined Gracie in 2005. She has over 15 years prior experience in the fashion and finance industries.
Marie Bober - CCO, Chief Compliance Officer, Chief Legal Officer
Job Titles:
- CCO
- Chief Compliance Officer
- Senior Counsel
- Chief Compliance Officer / Senior Counsel / Archean Capital Partners
Marie Bober is the CCO and Senior Counsel at Moelis Asset Management and assists with legal and compliance throughout Moelis Asset's subsidiaries. She also serves as the Chief Compliance Officer and Secretary for Steele Creek Capital Corporation and Chief Compliance Office for Gracie Asset Management. Marie previously was Associate Counsel in Compliance at Moelis & Company, Moelis Asset's broker-dealer affiliate. Prior to Moelis & Company, she advised Gracie Asset Management, a registered investment adviser and a current subsidiary of Moelis Asset. Marie began her career in private practice specializing in corporate and transactional matters. Marie holds a B.A. in Psychology from Johns Hopkins University, a M.A. in Clinical Psychology from Columbia University and a J.D. from Northeastern University School of Law.
Mark Zalewski is a Portfolio Analyst and joined Steele Creek in May 2022. Prior to joining Steele Creek, Mark worked as an Operations Analyst for Bank of America and was responsible for providing clients with valuations of their debt portfolios. Mark attended the University of North Carolina at Charlotte and holds a BS in Business Administration with a concentration in Finance.
Job Titles:
- Assistant Trader at Gracie Asset Management
Mr. Dowd serves as Assistant Trader at Gracie Asset Management. Prior to joining Gracie Asset Management in 2007, Mr. Dowd was an operations analyst at JPMorgan Chase, 2005-2007. Mr. Dowd holds a B.B.A. in Finance from Loyola College, 2004.
Job Titles:
- Managing Director / Freeport Financial
- Managing Director / Freeport Financial Partners
- Managing Director at Freeport
Matt Gerdes is a Managing Director at Freeport and is responsible for structuring, syndicating and managing middle-market debt investments for the Freeport loan funds. Prior to joining Freeport Financial LLC in 2006, Mr. Gerdes was a Director of Dymas Capital Management Company where he originated, underwrote and managed investments in private equity sponsored transactions. Prior to his role at Dymas, Mr. Gerdes was a Vice President on GE Capital's Merchant Banking Syndications Team where he structured and placed senior and subordinated financings. Mr. Gerdes graduated cum laude with a B.S. in Finance from Northern Illinois University and holds an M.B.A. from the University of Illinois at Urbana-Champaign.
Matt Jacobs is a Research Analyst and joined Steele Creek in August 2020 after working as an intern in the Summer of 2019 under both the operations and research teams. He holds a BA in Finance from the Eli Broad College of Business at Michigan State University and a minor in Economics.
Job Titles:
- Head of Portfolio Management & Trading, Chief Compliance Officer
- Managing Director and Head of Portfolio Management & Trading for Steele Creek
Matthew Stouffer is a Managing Director and Head of Portfolio Management & Trading for Steele Creek. Prior to Steele Creek, he was a Managing Director with Deerfield Capital Management from 2000 to 2011. At Deerfield, he was a senior member of the Bank Loan Team and Investment Committee including responsibility for managing $3 billion of US CLO's. Prior to joining Deerfield in October 2000, Mr. Stouffer was a Vice President and Portfolio Manager and an ABS/MBS/CMBS trader at Scudder Kemper Investments. At Scudder Kemper, Mr. Stouffer managed and implemented ABS/MBS/CMBS strategies for Scudder Kemper's institutional portfolios totaling U.S. $7 billion. Prior to Scudder Kemper, Mr. Stouffer was a Portfolio Manager and Principal at Cedar Hill Associates where he managed over 80 bond portfolios. He received a BS from the University of Iowa and an MS in Finance from the University of Wisconsin. He has earned the right to use the Chartered Financial Analyst designation and is a member of the Investment Analysts Society of Chicago and the Association for Investment Management and Research.
Job Titles:
- Chief Operating Officer
- Senior Portfolio Manager
- Senior Portfolio Manager and COO at Steele Creek
Max Wagenberg is a Senior Portfolio Manager and COO at Steele Creek and has over 13 years of investment management experience in research, funds management and operations. Prior to joining Steele Creek, Mr. Wagenberg held multiple roles at CIFC Asset Management. He worked primarily as an investment analyst covering consumer staples, pharmaceuticals, hardware and human resources, but also as a fund analyst focusing on modeling new funds and portfolio management. Mr. Wagenberg began his career at CypressTree Investment Management where he was responsible for reporting, database management and fund analytics. Mr. Wagenberg holds a BS in Business Administration with a concentration in Finance from Northeastern University.
Job Titles:
- Head of Workout & Restructuring, Senior Research Analyst
- Senior Research Analyst and Head of Workout & Restructuring at Steele Creek
Michael Audino is a Senior Research Analyst and Head of Workout & Restructuring at Steele Creek. Mr. Audino joined Steele Creek in January 2014 with more than 22 years of experience in leveraged finance and high yield research. Prior to joining Steele Creek, he worked for Standard & Poor's as a senior corporate and recovery ratings analyst in the consumer products and business services practice and as the lead high-yield and leveraged loan analyst for S&P Leveraged Commentary and Data covering distressed and par loan companies in the consumer products, media and retail sectors. Before joining S&P in 2009, Michael was employed at Babson Capital, Chase Manhattan Bank, Allied Capital, and Ableco Finance. Michael worked in a variety of roles but mainly as a senior analyst where he was responsible for underwriting and managing a portfolio of leveraged loan investments in various sectors. He also has experience in structuring and syndicating leveraged loan transactions. Michael holds a BS in Accounting from Villanova University and an MBA in Finance from Fordham University. He also successfully completed Chase Manhattan's credit training program.
Job Titles:
- Managing Director / Freeport Financial Partners
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- Analyst / Freeport Financial Partners
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- General Partner / Crossbeam Venture Partners
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- Vice President / Freeport Financial Partners
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- Managing Director / Crossbeam Venture Partners
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- Senior Associate / Crossbeam Venture Partners
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- Investment Management / Archean Capital Partners
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- Assistant Vice President / Freeport Financial Partners
Job Titles:
- Managing Director / Freeport Financial Partners
Job Titles:
- Vice President / Freeport Financial Partners