OUR TEAM
Thoughtful Partners.
We pride ourselves on our relationship-driven approach, leading with integrity, and fulfilling our promises.
Our collective experience spans private equity, lending, investment banking, and retail/hospitality management. We believe this diversity of skills, perspectives and experience makes us a thoughtful partner.
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Kaivon Abrishami
Principal
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Morgan Allen
Analyst
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Jim Balis
Partner, Strategic Operations Group
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Billy Billington
Principal
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Henry Brown
Associate
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Alison Chen
Originations Associate
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Denise Cochran
Director of Loan Servicing
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Chad Cohen
Principal, Strategic Operations Group
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Anne Crisafulli
Senior Accountant, Corporate Accounting & Finance
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Wade Daniel
Partner
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Bryan Dickenson
Vice President
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Mara Engel
Senior Associate, Investor Relations
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Richard Fitzgerald
Co-Founder & Managing Partner
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Todd Foust
Partner
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Erica Harlow
Senior Vice President of Investment Operations and Tax
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Guy Harper
Senior Associate
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Erik Herrmann
Partner, Head of Investment Group
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Jake Klein
Senior Associate
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Tom Kuchler
Managing Director
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Chad McIntyre
SVP, Head of Fund Accounting & Finance
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T.A. McKinney
General Counsel &
Chief Compliance Officer -
Adrienne Misko
IT Coordinator &
Office Administration Manager -
James Nevant
Associate
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Chris Novick
Vice President
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Bryan Parsels
Senior Vice President
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Dayanna Reyes
Office Manager
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Jason Ruiz
Principal
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Yury Sandovich
Senior Vice President
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Craig Segars
SVP, Head of Corporate Accounting & Finance
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Andrew Sheppard
Senior Associate
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Logan Smitherman
Fund Controller
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Dan Villalba
Associate
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Joshua Zhang
Vice President