Oak Hill Capital
Industry: Private equity company
DescriptionOak Hill Capital Partners is a private equity firm headquartered in New York City, with more than $9 billion of committed capital from leading entrepreneurs, endowments, foundations, corporations, pension funds and global financial institutions. Robert Bass is the lead investor. Headquarters: New York City, NY Founder: Robert Bass Founded: 1986 Number of employees: 50 Subsidiary: Berlin Packaging Type of business: Privately held company
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Oak Hill Capital Employees
Employee
Years
Job
Industry
Meg Julian Meg Julian's Oak Hill Capital Experience January 2011 - March 2012
Job Chief Compliance Officer at Octagon Credit Investors
Industry Investment Management
Experience
Octagon Credit Investors February 2015 - Present
Octagon Credit Investors April 2012 - January 2015
Oak Hill Capital January 2011 - March 2012
Oak Hill Capital June 2010 - January 2011
Columbia Wanger Asset Management June 2006 - June 2010
Citigroup May 2005 - August 2005
National Institute for Trial Advocacy 2003 - 2005
Education
University of Notre Dame Law School 2003 — 2006
J.D.
University of Notre Dame 1999 — 2003
B.S., Biology
Octagon Credit Investors February 2015 - Present
Octagon Credit Investors April 2012 - January 2015
Oak Hill Capital January 2011 - March 2012
Oak Hill Capital June 2010 - January 2011
Columbia Wanger Asset Management June 2006 - June 2010
Citigroup May 2005 - August 2005
National Institute for Trial Advocacy 2003 - 2005
Education
University of Notre Dame Law School 2003 — 2006
J.D.
University of Notre Dame 1999 — 2003
B.S., Biology
Katherine Mongulla Katherine Mongulla's Oak Hill Capital Experience 2001 - 2004
Job Benefits Coordinator/Consultant
Industry Insurance
Experience
Aflac May 2014 - Present
Self-employed 2002 - Present
Katydid Productions August 2010 - Present
Lincoln Financial Advisors 2006 - 2008
Lehman Brothers 2004 - 2006
Oak Hill Capital 2001 - 2004
AR Media 1999 - 2001
Skills
Music, Classical, Singing, Opera, Oratorio, Music Education, Vocal Coaching, Vocal, Musical Theatre, Chamber Music, Choral, Performing Arts, Music Theory, Orchestral Music, Ensemble, Outlook, Excel, PowerPoint, Scheduling Management, Administrative Work, Research, Choral Conducting, Contemporary Music, Vocal Instruction, Theatre, Arts Administration, Voice Lessons, Music History, Sight Reading, Stage, Improvisation, Concerts, Acting, Jazz, Vocalist, Drama, Art Song, Dance, Plays, Theatrical Production
Education
Manhattan School of Music 1998 — 1999
Artist Diploma, Opera
The Hartt School 1992 — 1995
MM, Voice Performance
The College of Saint Rose 1988 — 1992
Bachelor of Science (B.S.), Music, Studio Concentration
The Second City
Acting and Improvisation
Aflac May 2014 - Present
Self-employed 2002 - Present
Katydid Productions August 2010 - Present
Lincoln Financial Advisors 2006 - 2008
Lehman Brothers 2004 - 2006
Oak Hill Capital 2001 - 2004
AR Media 1999 - 2001
Skills
Music, Classical, Singing, Opera, Oratorio, Music Education, Vocal Coaching, Vocal, Musical Theatre, Chamber Music, Choral, Performing Arts, Music Theory, Orchestral Music, Ensemble, Outlook, Excel, PowerPoint, Scheduling Management, Administrative Work, Research, Choral Conducting, Contemporary Music, Vocal Instruction, Theatre, Arts Administration, Voice Lessons, Music History, Sight Reading, Stage, Improvisation, Concerts, Acting, Jazz, Vocalist, Drama, Art Song, Dance, Plays, Theatrical Production
Education
Manhattan School of Music 1998 — 1999
Artist Diploma, Opera
The Hartt School 1992 — 1995
MM, Voice Performance
The College of Saint Rose 1988 — 1992
Bachelor of Science (B.S.), Music, Studio Concentration
The Second City
Acting and Improvisation
Brandan Mueller Pridgen Brandan Mueller Pridgen's Oak Hill Capital Experience May 2005 - Present
Job Executive Assistant at Oak Hill Capital
Industry Investment Management
Experience
Oak Hill Capital May 2005 - Present
Perry Office Plus November 2002 - May 2005
Lake Whitney Development February 2000 - November 2002
IPM (International Products & Manufacturing) September 1994 - February 2000
Winzer Corporation August 1991 - August 1994
Sunair Products, Inc. May 1990 - August 1991
Skills
Social Media, Microsoft Office, Customer Service, Business Strategy, Strategic Planning, Office Administration, Corporate Events, Graphics, Marketing, Creative Direction, Event Planning, Event Management, Heavy Calendaring, Travel Arrangements, Executive..., Concur, Executive Support, Administrative..., Office Management, Graphic Design, Outlook, PowerPoint, Microsoft Excel, Calendaring, C-Level Executive..., Microsoft Word, Executive Level..., Meeting Scheduling, Expense Reports, Executive Administrative, High Level Of..., Meeting Planning, Conference Coordination, Itineraries, Social Networking, Executive Calendar..., Discretion, Administrative...
Education
Tarrant County College 2005 — 2011
Art Institute of Dallas 1992 — 1993
Tarrant County College 1990 — 1990
Oak Hill Capital May 2005 - Present
Perry Office Plus November 2002 - May 2005
Lake Whitney Development February 2000 - November 2002
IPM (International Products & Manufacturing) September 1994 - February 2000
Winzer Corporation August 1991 - August 1994
Sunair Products, Inc. May 1990 - August 1991
Skills
Social Media, Microsoft Office, Customer Service, Business Strategy, Strategic Planning, Office Administration, Corporate Events, Graphics, Marketing, Creative Direction, Event Planning, Event Management, Heavy Calendaring, Travel Arrangements, Executive..., Concur, Executive Support, Administrative..., Office Management, Graphic Design, Outlook, PowerPoint, Microsoft Excel, Calendaring, C-Level Executive..., Microsoft Word, Executive Level..., Meeting Scheduling, Expense Reports, Executive Administrative, High Level Of..., Meeting Planning, Conference Coordination, Itineraries, Social Networking, Executive Calendar..., Discretion, Administrative...
Education
Tarrant County College 2005 — 2011
Art Institute of Dallas 1992 — 1993
Tarrant County College 1990 — 1990
Alexandra (Mooers) Sung Alexandra (Mooers) Sung's Oak Hill Capital Experience August 2011 - September 2011
Job Real Estate Developer / Broker
Industry Real Estate
Experience
Self Employed February 2014 - Present
Robson Homes June 2012 - January 2014
Oak Hill Capital August 2011 - September 2011
Tea Collection June 2011 - August 2011
Bain Capital May 2007 - July 2010
Procter & Gamble June 2006 - May 2007
Skills
Financial Modeling, Valuation, Private Equity, Venture Capital, Emerging Markets, Due Diligence, Financial Analysis, Entrepreneurship, Strategy, Mergers, Competitive Analysis, Investments, Business Strategy, Corporate Finance, Corporate Development, Cross-functional Team..., Finance, Equity Research, Product Management, Investment Banking, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
University of Notre Dame 2002 — 2006
Bachelor of Business Administration, Finance
Self Employed February 2014 - Present
Robson Homes June 2012 - January 2014
Oak Hill Capital August 2011 - September 2011
Tea Collection June 2011 - August 2011
Bain Capital May 2007 - July 2010
Procter & Gamble June 2006 - May 2007
Skills
Financial Modeling, Valuation, Private Equity, Venture Capital, Emerging Markets, Due Diligence, Financial Analysis, Entrepreneurship, Strategy, Mergers, Competitive Analysis, Investments, Business Strategy, Corporate Finance, Corporate Development, Cross-functional Team..., Finance, Equity Research, Product Management, Investment Banking, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
University of Notre Dame 2002 — 2006
Bachelor of Business Administration, Finance
Jonathan Nunnaley Jonathan Nunnaley's Oak Hill Capital Experience September 1998 - January 2008
Job Director of Finance at Trive Capital
Industry Investment Management
Experience
Trive Capital October 2014 - Present
Jasper Ridge Partners January 2008 - October 2014
Oak Hill Capital September 1998 - January 2008
Skills
Accounting, Financial Analysis, Due Diligence, Financial Modeling, Financial Reporting
Education
Southwestern Adventist University
Trive Capital October 2014 - Present
Jasper Ridge Partners January 2008 - October 2014
Oak Hill Capital September 1998 - January 2008
Skills
Accounting, Financial Analysis, Due Diligence, Financial Modeling, Financial Reporting
Education
Southwestern Adventist University
Steven Lamb Steven Lamb's Oak Hill Capital Experience June 2012 - August 2012
Job Vice President at Court Square Capital
Industry Venture Capital & Private Equity
Experience
Court Square Capital July 2013 - Present
Ventura Coastal, LLC August 2012 - September 2012
Oak Hill Capital June 2012 - August 2012
Kelso & Co. July 2009 - July 2011
Harris Williams & Co. June 2007 - June 2009
Skills
Valuation, Finance, Financial Modeling, Private Equity, Corporate Finance, Due Diligence, Financial Analysis, Mergers & Acquisitions, Investments, Capital Markets, LBO, Corporate Development
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Washington and Lee University 2003 — 2007
BS, Business & Accounting
Court Square Capital July 2013 - Present
Ventura Coastal, LLC August 2012 - September 2012
Oak Hill Capital June 2012 - August 2012
Kelso & Co. July 2009 - July 2011
Harris Williams & Co. June 2007 - June 2009
Skills
Valuation, Finance, Financial Modeling, Private Equity, Corporate Finance, Due Diligence, Financial Analysis, Mergers & Acquisitions, Investments, Capital Markets, LBO, Corporate Development
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Washington and Lee University 2003 — 2007
BS, Business & Accounting
Meredith Infurchia Meredith Infurchia's Oak Hill Capital Experience November 2011 - June 2014
Job Human Resources Coordinator at MKP Capital Management, L.L.C.
Industry Financial Services
Experience
MKP Capital Management, L.L.C. June 2014 - Present
Oak Hill Capital November 2011 - June 2014
Northwestern Mutual Financial Network June 2011 - October 2011
Vineyard Vines August 2008 - August 2009
Skills
Microsoft Excel, Microsoft Office, Concur, Sales, Management, Data Entry, Fax, Underwriting, Outlook, Oral & Written..., Property & Casualty..., Insurance, PowerPoint, Commercial Insurance, Cross-functional..., Workers Compensation, Sales Management, Communication, Human Resources
Education
The University of Connecticut 2008 — 2011
Bachelor of Arts, Psychology/Political Science
MKP Capital Management, L.L.C. June 2014 - Present
Oak Hill Capital November 2011 - June 2014
Northwestern Mutual Financial Network June 2011 - October 2011
Vineyard Vines August 2008 - August 2009
Skills
Microsoft Excel, Microsoft Office, Concur, Sales, Management, Data Entry, Fax, Underwriting, Outlook, Oral & Written..., Property & Casualty..., Insurance, PowerPoint, Commercial Insurance, Cross-functional..., Workers Compensation, Sales Management, Communication, Human Resources
Education
The University of Connecticut 2008 — 2011
Bachelor of Arts, Psychology/Political Science
Chad Clark Chad Clark's Oak Hill Capital Experience June 2012 - August 2012
Job Vice President at Guardian Capital Partners
Industry Venture Capital & Private Equity
Experience
Guardian Capital Partners July 2013 - Present
Oak Hill Capital June 2012 - August 2012
US Navy 2004 - 2011
Penn Fishing Tackle Mfg. Co October 2001 - October 2003
Education
The University of Pennsylvania Wharton School 2011 — 2013
MBA, Finance
Bucknell University 1997 — 2001
BS, Mechanical Engineering
Guardian Capital Partners July 2013 - Present
Oak Hill Capital June 2012 - August 2012
US Navy 2004 - 2011
Penn Fishing Tackle Mfg. Co October 2001 - October 2003
Education
The University of Pennsylvania Wharton School 2011 — 2013
MBA, Finance
Bucknell University 1997 — 2001
BS, Mechanical Engineering
Jennifer Jun's Oak Hill Capital Experience August 2011 - August 2013
Job MBA Candidate at Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Krave Pure Foods, Inc June 2014 - August 2014
Oak Hill Capital August 2011 - August 2013
Morgan Stanley July 2009 - July 2011
Skills
Consumer Products, Food & Beverage, Retail, Private Equity, Due Diligence, Financial Analysis, M&A analysis, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Valuation, Corporate Finance, Strategy
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Yale University 2005 — 2009
Bachelor of Arts (B.A.), Economics, Cum Laude
Krave Pure Foods, Inc June 2014 - August 2014
Oak Hill Capital August 2011 - August 2013
Morgan Stanley July 2009 - July 2011
Skills
Consumer Products, Food & Beverage, Retail, Private Equity, Due Diligence, Financial Analysis, M&A analysis, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Valuation, Corporate Finance, Strategy
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Yale University 2005 — 2009
Bachelor of Arts (B.A.), Economics, Cum Laude
Lisa Stein Lisa Stein's Oak Hill Capital Experience February 1998 - February 2009
Job Implementation Professional
Industry Venture Capital & Private Equity
Experience
EY March 2013 - October 2014
P&L Consulting Group September 2012 - March 2013
Golub Capital March 2011 - March 2012
Mindspark Interactive Network, Inc. January 2010 - March 2011
Oak Hill Capital February 1998 - February 2009
RR Donnelley 2009 - 2009
Primedia (NYC headquarters) 1996 - 1998
Great Performances 1991 - 1998
Big Apple Circus 1989 - 1992
Skills
Private Equity, Business Analysis, Software Implementation, Database Administration, Crystal Reports, Query Writing, Data Migration, Training, Research, Special Event, Investor Relations, CRM, Process Improvement, Strategy, Management Consulting, Analysis, Business Process, Business Process...
Education
Adelphi University 1985 — 1988
Bachelor of Arts (BA), Communications
Syosset HS
EY March 2013 - October 2014
P&L Consulting Group September 2012 - March 2013
Golub Capital March 2011 - March 2012
Mindspark Interactive Network, Inc. January 2010 - March 2011
Oak Hill Capital February 1998 - February 2009
RR Donnelley 2009 - 2009
Primedia (NYC headquarters) 1996 - 1998
Great Performances 1991 - 1998
Big Apple Circus 1989 - 1992
Skills
Private Equity, Business Analysis, Software Implementation, Database Administration, Crystal Reports, Query Writing, Data Migration, Training, Research, Special Event, Investor Relations, CRM, Process Improvement, Strategy, Management Consulting, Analysis, Business Process, Business Process...
Education
Adelphi University 1985 — 1988
Bachelor of Arts (BA), Communications
Syosset HS
Lorena Gullotta Lorena Gullotta's Oak Hill Capital Experience June 2014 - August 2014
Job Litigation Legal Assistant Medical Malpractice at Koskoff, Koskoff and Bieder
Industry Legal Services
Experience
Koskoff, Koskoff and Bieder September 2014 - Present
Bed Bath and Beyond September 2010 - Present
Oak Hill Capital June 2014 - August 2014
McGivney Center January 2014 - May 2014
Australian Greens Party July 2013 - October 2013
New Student Programs November 2011 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft OneNote, Typing Speed: 71 WPM,..., Research, Leadership, Tutoring, Retail Sales, Mentoring, Organizational..., Strategic Planning, Secretarial Skills, Data Tracking
Education
Fairfield University 2010 — 2014
Koskoff, Koskoff and Bieder September 2014 - Present
Bed Bath and Beyond September 2010 - Present
Oak Hill Capital June 2014 - August 2014
McGivney Center January 2014 - May 2014
Australian Greens Party July 2013 - October 2013
New Student Programs November 2011 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft OneNote, Typing Speed: 71 WPM,..., Research, Leadership, Tutoring, Retail Sales, Mentoring, Organizational..., Strategic Planning, Secretarial Skills, Data Tracking
Education
Fairfield University 2010 — 2014
Danielle DeVito Danielle DeVito's Oak Hill Capital Experience January 2013 - February 2014
Job Office Manager & Executive Assistant at Varagon Capital Partners
Industry Investment Management
Experience
Varagon Capital Partners March 2014 - Present
Oak Hill Capital January 2013 - February 2014
Apple September 2011 - January 2013
Education
Hobart and William Smith Colleges 2005 — 2009
BA, English (Concentration in Film), Dance
Universidad Nacional de Cuyo 2008 — 2009
Study Abroad - Mendoza, Argentina
Varagon Capital Partners March 2014 - Present
Oak Hill Capital January 2013 - February 2014
Apple September 2011 - January 2013
Education
Hobart and William Smith Colleges 2005 — 2009
BA, English (Concentration in Film), Dance
Universidad Nacional de Cuyo 2008 — 2009
Study Abroad - Mendoza, Argentina
Monty Hobbs Monty Hobbs's Oak Hill Capital Experience November 2005 - Present
Job CPA | Accounting and Finance Professional | 20+ Years Corporate Finance Experience
Industry Venture Capital & Private Equity
Experience
Oak Hill Capital November 2005 - Present
American Airlines 2003 - November 2005
American Airlines 2001 - 2003
American Airlines February 1996 - 2001
Skills
Financial Modeling, Private Equity, Financial Analysis, Corporate Finance, Accounting, Concur, ADP Payroll, GAAP, Financial Reporting, Process Improvement, US GAAP, Budgets, General Ledger, Internal Controls, Cash Flow Forecasting, Cash Management, Intacct, SAP, Horizon, Joint Interest Billing, Microsoft Office, Microsoft Excel, Financial Statements, Management, Analysis, Payroll, Accounts Receivable, Accounts Payable, Finance, CPA
Education
The University of Texas at Arlington 1996 — 1997
Master of Business Administration (MBA), Finance
The University of Texas at Arlington 1985 — 1990
Bachelor of Business Administration (BBA), Accounting
Oak Hill Capital November 2005 - Present
American Airlines 2003 - November 2005
American Airlines 2001 - 2003
American Airlines February 1996 - 2001
Skills
Financial Modeling, Private Equity, Financial Analysis, Corporate Finance, Accounting, Concur, ADP Payroll, GAAP, Financial Reporting, Process Improvement, US GAAP, Budgets, General Ledger, Internal Controls, Cash Flow Forecasting, Cash Management, Intacct, SAP, Horizon, Joint Interest Billing, Microsoft Office, Microsoft Excel, Financial Statements, Management, Analysis, Payroll, Accounts Receivable, Accounts Payable, Finance, CPA
Education
The University of Texas at Arlington 1996 — 1997
Master of Business Administration (MBA), Finance
The University of Texas at Arlington 1985 — 1990
Bachelor of Business Administration (BBA), Accounting
Katherine Jenkins Katherine Jenkins's Oak Hill Capital Experience January 2004 - February 2007
Job ED Asset Management Experienced and Executive Recruiting
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan May 2010 - January 2014
Morgan Stanley March 2007 - May 2010
Oak Hill Capital January 2004 - February 2007
Hampshire Equity Partners January 2002 - January 2004
Penguin Group USA June 2000 - January 2002
Skills
Onboarding, Talent Acquisition, Private Equity, Applicant Tracking..., Talent Management, Recruiting, Deferred Compensation, PeopleSoft, Human Resources, Performance Management, Internet Recruiting, Executive Search, Management, Personnel Management, Leadership, Investments, Employee Relations, Workforce Planning, Asset Management, Interviews
Education
Gettysburg College 1996 — 2000
Bachelor of Science (BS), Sociology
Millbrook School 1992 — 1996
J.P. Morgan January 2014 - Present
J.P. Morgan May 2010 - January 2014
Morgan Stanley March 2007 - May 2010
Oak Hill Capital January 2004 - February 2007
Hampshire Equity Partners January 2002 - January 2004
Penguin Group USA June 2000 - January 2002
Skills
Onboarding, Talent Acquisition, Private Equity, Applicant Tracking..., Talent Management, Recruiting, Deferred Compensation, PeopleSoft, Human Resources, Performance Management, Internet Recruiting, Executive Search, Management, Personnel Management, Leadership, Investments, Employee Relations, Workforce Planning, Asset Management, Interviews
Education
Gettysburg College 1996 — 2000
Bachelor of Science (BS), Sociology
Millbrook School 1992 — 1996
John Monsky John Monsky's Oak Hill Capital Experience 1993 - Present
Job Partner at Oak Hill Capital
Industry Investment Management
Experience
Oak Hill Capital 1993 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP 1988 - 1993
United States Senate January 1987 - November 1987
Federal Court of the Southern District of New York September 1984 - September 1985
Office of the Senate Majority Leader, Connecticut State Senate December 1980 - May 1981
Office of the Governor of North Carolina September 1978 - January 1979
U.S. Department of Justice 1979 - 1979
Education
Harvard Law School 1981 — 1984
J.D.
Yale University 1977 — 1981
BA, History
Bolles School 1973 — 1977
High School
Oak Hill Capital 1993 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP 1988 - 1993
United States Senate January 1987 - November 1987
Federal Court of the Southern District of New York September 1984 - September 1985
Office of the Senate Majority Leader, Connecticut State Senate December 1980 - May 1981
Office of the Governor of North Carolina September 1978 - January 1979
U.S. Department of Justice 1979 - 1979
Education
Harvard Law School 1981 — 1984
J.D.
Yale University 1977 — 1981
BA, History
Bolles School 1973 — 1977
High School
Samuel Martin's Oak Hill Capital Experience September 2014 - Present
Job Associate at Oak Hill Capital Partners
Industry Financial Services
Experience
Oak Hill Capital September 2014 - Present
Jefferies LLC July 2012 - August 2014
Jefferies LLC June 2011 - August 2011
Education
Bowdoin College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Classical Studies
The Tuck School of Business at Dartmouth 2010 — 2010
Tuck Business Bridge Program
Oak Hill Capital September 2014 - Present
Jefferies LLC July 2012 - August 2014
Jefferies LLC June 2011 - August 2011
Education
Bowdoin College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Classical Studies
The Tuck School of Business at Dartmouth 2010 — 2010
Tuck Business Bridge Program
Steve Durbin's Oak Hill Capital Experience January 2004 - September 2006
Job President of Quail Bend Capital Partners
Industry Investment Management
Experience
Quail Bend Capital Partners March 2010 - Present
SaveDaily, Inc. June 2012 - Present
PROvisor, Inc. June 2013 - Present
The Watley Group January 2010 - December 2011
Red Mountain Capital Partners October 2006 - December 2009
Oak Hill Capital January 2004 - September 2006
JPMorgan Chase September 2001 - December 2003
Skills
Private Equity, Investments, Financial Modeling, Strategic Partnerships, Capital Markets, Due Diligence, Hedge Funds, Corporate Finance, Investment Banking, Venture Capital, Equities, Valuation, Mergers & Acquisitions, Alternative Investments, Asset Management
Education
Harvard University 1997 — 2001
A.B., Economics
Harvard-Westake High School 1993 — 1997
Quail Bend Capital Partners March 2010 - Present
SaveDaily, Inc. June 2012 - Present
PROvisor, Inc. June 2013 - Present
The Watley Group January 2010 - December 2011
Red Mountain Capital Partners October 2006 - December 2009
Oak Hill Capital January 2004 - September 2006
JPMorgan Chase September 2001 - December 2003
Skills
Private Equity, Investments, Financial Modeling, Strategic Partnerships, Capital Markets, Due Diligence, Hedge Funds, Corporate Finance, Investment Banking, Venture Capital, Equities, Valuation, Mergers & Acquisitions, Alternative Investments, Asset Management
Education
Harvard University 1997 — 2001
A.B., Economics
Harvard-Westake High School 1993 — 1997
Joshua Rosner's Oak Hill Capital Experience July 2013 - November 2013
Job MBA Candidate at Stanford Graduate School of Business
Industry Investment Management
Experience
Lazard Frères & Co. January 2014 - July 2015
Oak Hill Capital July 2013 - November 2013
Lazard Frères & Co. June 2011 - June 2013
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Princeton University 2007 — 2011
A.B., Economics, Finance
Lazard Frères & Co. January 2014 - July 2015
Oak Hill Capital July 2013 - November 2013
Lazard Frères & Co. June 2011 - June 2013
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Princeton University 2007 — 2011
A.B., Economics, Finance
Barry Poe Barry Poe's Oak Hill Capital Experience March 2011 - Present
Job Accounting Manager at Oak Hill Capital
Industry Accounting
Experience
Oak Hill Capital March 2011 - Present
SOURCECORP February 1999 - February 2011
Crescent Operating / Crescent Machinery September 1997 - January 1999
Arthur Andersen December 1994 - August 1997
Weaver and Tidwell October 1990 - December 1994
General Dynamics September 1989 - October 1990
Altschuler, Melvoin & Glasser September 1985 - August 1989
Skills
Due Diligence, Accounting, Financial Analysis, Auditing, Analysis, Mergers & Acquisitions, CPA, Financial Reporting, Finance, Financial Statements, Forecasting, Managerial Finance, Strategic Financial...
Education
Illinois State University 1981 — 1985
B.S., Accounting
Oak Hill Capital March 2011 - Present
SOURCECORP February 1999 - February 2011
Crescent Operating / Crescent Machinery September 1997 - January 1999
Arthur Andersen December 1994 - August 1997
Weaver and Tidwell October 1990 - December 1994
General Dynamics September 1989 - October 1990
Altschuler, Melvoin & Glasser September 1985 - August 1989
Skills
Due Diligence, Accounting, Financial Analysis, Auditing, Analysis, Mergers & Acquisitions, CPA, Financial Reporting, Finance, Financial Statements, Forecasting, Managerial Finance, Strategic Financial...
Education
Illinois State University 1981 — 1985
B.S., Accounting
Tiza Farmer Tiza Farmer's Oak Hill Capital Experience January 2014 - August 2014
Job Desktop Support Technician
Industry Information Technology and Services
Experience
Oak Hill Capital January 2014 - August 2014
Oak Hill Capital July 2011 - May 2013
Skills
Java, CSS, HTML, Web Design, Photoshop, InDesign, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook
Education
Pace University 2009 — 2013
Bachelor of Arts (BA), Computer Science
Oak Hill Capital January 2014 - August 2014
Oak Hill Capital July 2011 - May 2013
Skills
Java, CSS, HTML, Web Design, Photoshop, InDesign, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook
Education
Pace University 2009 — 2013
Bachelor of Arts (BA), Computer Science
Andrea (Weslosky) Joseph Andrea (Weslosky) Joseph's Oak Hill Capital Experience January 2015 - Present
Job Managing Director & Head of Investor Relations
Industry Investment Management
Experience
Oak Hill Capital January 2015 - Present
Oak Hill Capital 2012 - December 2014
Oak Hill Capital July 2007 - July 2010
Morgan Stanley July 2005 - July 2007
Skills
Private Equity, Venture Capital, LBO, Financial Modeling, Valuation, Investment Banking, Due Diligence, Corporate Finance, Investments, Mergers & Acquisitions, Capital Markets, Leveraged Finance, Strategy, Financial Analysis, M&A experience, Alternative Investments, Portfolio Management
Education
Stanford University Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelor of Business Administration (BBA)
Oak Hill Capital January 2015 - Present
Oak Hill Capital 2012 - December 2014
Oak Hill Capital July 2007 - July 2010
Morgan Stanley July 2005 - July 2007
Skills
Private Equity, Venture Capital, LBO, Financial Modeling, Valuation, Investment Banking, Due Diligence, Corporate Finance, Investments, Mergers & Acquisitions, Capital Markets, Leveraged Finance, Strategy, Financial Analysis, M&A experience, Alternative Investments, Portfolio Management
Education
Stanford University Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelor of Business Administration (BBA)
Samantha Gaito Samantha Gaito's Oak Hill Capital Experience March 2012 - November 2012
Job Underwriter at Energi Insurance Services, Inc.
Industry Insurance
Experience
Energi Insurance Services, Inc. August 2015 - Present
HCC Specialty April 2014 - August 2015
HCC Specialty November 2012 - April 2014
Oak Hill Capital March 2012 - November 2012
L.I.F.E Inc January 2011 - May 2011
Eliminate'em Pest Control July 2008 - August 2008
Skills
PowerPoint, Data Entry, Microsoft Word, Event Planning, Customer Service, Microsoft Office, Microsoft Excel, Fast Learner, Outlook, Insurance, Marketing, Sales
Education
Roger Williams University 2007 — 2011
Bachelor of Arts, Psychology;American Studies Minor; International Studies Core Concentration
Energi Insurance Services, Inc. August 2015 - Present
HCC Specialty April 2014 - August 2015
HCC Specialty November 2012 - April 2014
Oak Hill Capital March 2012 - November 2012
L.I.F.E Inc January 2011 - May 2011
Eliminate'em Pest Control July 2008 - August 2008
Skills
PowerPoint, Data Entry, Microsoft Word, Event Planning, Customer Service, Microsoft Office, Microsoft Excel, Fast Learner, Outlook, Insurance, Marketing, Sales
Education
Roger Williams University 2007 — 2011
Bachelor of Arts, Psychology;American Studies Minor; International Studies Core Concentration
Caitlin Melchior Caitlin Melchior's Oak Hill Capital Experience January 2015 - Present
Job
Industry Venture Capital & Private Equity
Experience
Oak Hill Capital January 2015 - Present
Southern Air Inc. September 2014 - Present
Skills
Legal Research, Legal Writing, Mergers & Acquisitions, Corporate Law, Private Equity, Due Diligence
Education
Boston University School of Law 2006 — 2009
JD
William & Mary 2002 — 2006
B.A., magna cum laude
Norwich Free Academy 1998 — 2002
High School
Oak Hill Capital January 2015 - Present
Southern Air Inc. September 2014 - Present
Skills
Legal Research, Legal Writing, Mergers & Acquisitions, Corporate Law, Private Equity, Due Diligence
Education
Boston University School of Law 2006 — 2009
JD
William & Mary 2002 — 2006
B.A., magna cum laude
Norwich Free Academy 1998 — 2002
High School
Jennifer Griffin's Oak Hill Capital Experience September 2005 - March 2007
Job Office Manager / HR / Executive Assistant
Industry Executive Office
Experience
Narvar August 2015 - Present
Sledgehammer Games (Activision) September 2014 - August 2015
Crystal Dynamics (Square Enix) September 2013 - September 2014
Visual World September 2012 - August 2013
Genomic Health March 2007 - August 2012
Oak Hill Capital September 2005 - March 2007
Genentech April 2003 - September 2005
ePlanet Ventures January 2001 - April 2003
Sequoia Capital January 2000 - December 2000
Skills
Excel, PowerPoint, Word, Outlook, SAP CRM, Google Apps, Dropbox, QuickBooks, ADP Payroll, SuccessFactors, Social Networking, Meeting Maker, Salesforce.com, Internet Savvy, Microsoft Excel, Microsoft Word, Event Planning, Strategy, Invoicing, Executive..., Marketing, Visual World ERP, Finding Solutions, Management, Start-ups, Administrative..., Calendaring, Calendars, Heavy Calendaring, Executive Support, Travel Arrangements, Office Management, Expense Reports, Interviews, Payroll, Concur, Applicant Tracking..., Travel Planning, SharePoint, Human Resources, Executive Administrative, Meeting Planning, Benefits Administration, Confidentiality, Entrepreneurship, Administrative..., Microsoft Office, Problem Solving, Time Management
Education
Heald College
Associate of Science (A.S.)
Narvar August 2015 - Present
Sledgehammer Games (Activision) September 2014 - August 2015
Crystal Dynamics (Square Enix) September 2013 - September 2014
Visual World September 2012 - August 2013
Genomic Health March 2007 - August 2012
Oak Hill Capital September 2005 - March 2007
Genentech April 2003 - September 2005
ePlanet Ventures January 2001 - April 2003
Sequoia Capital January 2000 - December 2000
Skills
Excel, PowerPoint, Word, Outlook, SAP CRM, Google Apps, Dropbox, QuickBooks, ADP Payroll, SuccessFactors, Social Networking, Meeting Maker, Salesforce.com, Internet Savvy, Microsoft Excel, Microsoft Word, Event Planning, Strategy, Invoicing, Executive..., Marketing, Visual World ERP, Finding Solutions, Management, Start-ups, Administrative..., Calendaring, Calendars, Heavy Calendaring, Executive Support, Travel Arrangements, Office Management, Expense Reports, Interviews, Payroll, Concur, Applicant Tracking..., Travel Planning, SharePoint, Human Resources, Executive Administrative, Meeting Planning, Benefits Administration, Confidentiality, Entrepreneurship, Administrative..., Microsoft Office, Problem Solving, Time Management
Education
Heald College
Associate of Science (A.S.)
Hilary Ellis's Oak Hill Capital Experience May 2015 - Present
Job Office Assistant & Receptionist at Oak Hill Capital
Industry Human Resources
Experience
Oak Hill Capital May 2015 - Present
Students' Society of McGill University May 2014 - May 2015
Breakaway Communications June 2014 - August 2014
Nordstrom May 2013 - August 2014
Gap Inc. August 2009 - August 2011
Breakaway Communications April 2011 - June 2011
Skills
Fluent in Spanish, Composing Press Releases, Social Media, Editing, Media Planning, Commissioned sales..., Selling, Organization &..., Time Management, Capable of using..., Knowledge of Adobe..., Knowledge of Latin and..., Creative Writing, Apparel, Sales, POS, New Media, Marketing, Public Relations, Technology, Customer Service, Project Management, Supervisory Skills, Spanish Literature, Social Networking, Microsoft Word, Microsoft Office
Education
McGill University 2011 — 2015
Bachelor of Arts (B.A.), Cultural Studies/Critical Theory and Analysis, Communications, Spanish Language
Ridgefield High School 2007 — 2011
Oak Hill Capital May 2015 - Present
Students' Society of McGill University May 2014 - May 2015
Breakaway Communications June 2014 - August 2014
Nordstrom May 2013 - August 2014
Gap Inc. August 2009 - August 2011
Breakaway Communications April 2011 - June 2011
Skills
Fluent in Spanish, Composing Press Releases, Social Media, Editing, Media Planning, Commissioned sales..., Selling, Organization &..., Time Management, Capable of using..., Knowledge of Adobe..., Knowledge of Latin and..., Creative Writing, Apparel, Sales, POS, New Media, Marketing, Public Relations, Technology, Customer Service, Project Management, Supervisory Skills, Spanish Literature, Social Networking, Microsoft Word, Microsoft Office
Education
McGill University 2011 — 2015
Bachelor of Arts (B.A.), Cultural Studies/Critical Theory and Analysis, Communications, Spanish Language
Ridgefield High School 2007 — 2011
Julie Pickett's Oak Hill Capital Experience December 2003 - Present
Job Senior Accountant at Oak Hill Capital
Industry Venture Capital & Private Equity
Experience
Oak Hill Capital December 2003 - Present
Fort Worth Opera August 2000 - December 2003
Windsor Companies June 1989 - August 2000
Kenneth Leventhal & Co. August 1987 - June 1989
Skills
Financial Reporting, Strategic Planning, Revenue Recognition, Financial Analysis, SEC filings, Sarbanes-Oxley Act, Financial Modeling, GAAP, Accounting, Forecasting, Private Equity, Due Diligence, Corporate Finance, Mergers & Acquisitions, QuickBooks, EFront, Microsoft Excel, Microsoft Word, Great Plains, Horizon-AS 400
Education
Oklahoma State University 1985 — 1987
Bachelor's of Science, Accounting
Oak Hill Capital December 2003 - Present
Fort Worth Opera August 2000 - December 2003
Windsor Companies June 1989 - August 2000
Kenneth Leventhal & Co. August 1987 - June 1989
Skills
Financial Reporting, Strategic Planning, Revenue Recognition, Financial Analysis, SEC filings, Sarbanes-Oxley Act, Financial Modeling, GAAP, Accounting, Forecasting, Private Equity, Due Diligence, Corporate Finance, Mergers & Acquisitions, QuickBooks, EFront, Microsoft Excel, Microsoft Word, Great Plains, Horizon-AS 400
Education
Oklahoma State University 1985 — 1987
Bachelor's of Science, Accounting
Christopher Weldon Christopher Weldon's Oak Hill Capital Experience July 2007 - June 2010
Job Research Analyst at Aravt Global
Industry Investment Management
Experience
Aravt Global January 2014 - Present
Incline Global Management LLC January 2012 - December 2013
Oak Hill Capital July 2007 - June 2010
Lazard April 2005 - June 2007
Skills
Investment Management, Private Sector, Investment Banking, Management, Hedge Funds, Mergers, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Valuation, Equity Research, LBO, Investments, Due Diligence, Equity Valuation, Bloomberg, Equities, Financial Analysis, Asset Managment, M&A experience, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
New York University - Leonard N. Stern School of Business 2001 — 2004
BS, Finance
Aravt Global January 2014 - Present
Incline Global Management LLC January 2012 - December 2013
Oak Hill Capital July 2007 - June 2010
Lazard April 2005 - June 2007
Skills
Investment Management, Private Sector, Investment Banking, Management, Hedge Funds, Mergers, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Valuation, Equity Research, LBO, Investments, Due Diligence, Equity Valuation, Bloomberg, Equities, Financial Analysis, Asset Managment, M&A experience, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
New York University - Leonard N. Stern School of Business 2001 — 2004
BS, Finance
Martha Huff Martha Huff's Oak Hill Capital Experience May 2006 - December 2007
Job Project Office Coordinator at SDL Tridion
Industry Marketing and Advertising
Experience
SDL Tridion January 2011 - Present
Hospital for Special Surgery May 2010 - January 2011
Frozen Ropes March 2010 - April 2010
JCDecaux June 2008 - December 2008
Oak Hill Capital May 2006 - December 2007
Claude Group March 2005 - March 2006
JCDecaux June 2000 - March 2005
Skills
Customer Relations, Administration, Scheduling, Microsoft Office, Excel, Customer Service, MS Project, Microsoft Excel, Process Scheduler, Project Management, Salesforce.com, Training, CRM, Content Management, Email Marketing, Digital Marketing, Enterprise Software, Management, Marketing
Education
Sydney Institute of ERP 2009 — 2010
SAP Certificate, SAP
Mercy College 1996 — 2000
Bachelor of Science, Marketing, Marketing
SDL Tridion January 2011 - Present
Hospital for Special Surgery May 2010 - January 2011
Frozen Ropes March 2010 - April 2010
JCDecaux June 2008 - December 2008
Oak Hill Capital May 2006 - December 2007
Claude Group March 2005 - March 2006
JCDecaux June 2000 - March 2005
Skills
Customer Relations, Administration, Scheduling, Microsoft Office, Excel, Customer Service, MS Project, Microsoft Excel, Process Scheduler, Project Management, Salesforce.com, Training, CRM, Content Management, Email Marketing, Digital Marketing, Enterprise Software, Management, Marketing
Education
Sydney Institute of ERP 2009 — 2010
SAP Certificate, SAP
Mercy College 1996 — 2000
Bachelor of Science, Marketing, Marketing
Denis Nayden Denis Nayden's Oak Hill Capital Experience 2002 - Present
Job Managing Partner at Oak Hill Capital
Industry Venture Capital & Private Equity
Experience
Oak Hill Capital 2002 - Present
General Electric Capital 2000 - 2002
GE Capital 1977 - 2002
General Electric Company 1977 - 2002
Skills
Due Diligence, Corporate Finance, Private Equity, Mergers, Venture Capital, Leveraged Finance, Mergers & Acquisitions, Corporate Development, Portfolio Management, Acquisition Integration, Investments, Valuation, LBO, Entrepreneurship, Financial Modeling, Executive Management, Strategy, Investment Banking, Business Strategy, Start-ups, Financial Analysis, Investor Relations, Hedge Funds, Alternative Investments, Investment Management, Asset Management, Capital Markets, Equities, Financial Structuring, Restructuring, Growth Capital, Mezzanine, Recapitalizations, Private Placements, Deal Sourcing, Special Situations, Emerging Markets, Structured Finance, Capital Raising, Capital, Deal Execution, Debt Restructuring, Capital Structure, Middle Market, Venture Financing, High Yield, IPO, Divestitures, Equity Research, Angel Investing
Education
The University of Connecticut 1972 — 1977
BA-English;MBA Finance
Oak Hill Capital 2002 - Present
General Electric Capital 2000 - 2002
GE Capital 1977 - 2002
General Electric Company 1977 - 2002
Skills
Due Diligence, Corporate Finance, Private Equity, Mergers, Venture Capital, Leveraged Finance, Mergers & Acquisitions, Corporate Development, Portfolio Management, Acquisition Integration, Investments, Valuation, LBO, Entrepreneurship, Financial Modeling, Executive Management, Strategy, Investment Banking, Business Strategy, Start-ups, Financial Analysis, Investor Relations, Hedge Funds, Alternative Investments, Investment Management, Asset Management, Capital Markets, Equities, Financial Structuring, Restructuring, Growth Capital, Mezzanine, Recapitalizations, Private Placements, Deal Sourcing, Special Situations, Emerging Markets, Structured Finance, Capital Raising, Capital, Deal Execution, Debt Restructuring, Capital Structure, Middle Market, Venture Financing, High Yield, IPO, Divestitures, Equity Research, Angel Investing
Education
The University of Connecticut 1972 — 1977
BA-English;MBA Finance
Doug Kelsall Doug Kelsall's Oak Hill Capital Experience March 2012 - Present
Job Senior Operating Advisor at LLR Partners
Industry Education Management
Experience
LLR Partners November 2012 - Present
Oak Hill Capital March 2012 - Present
DH Kelsall and Associates November 2007 - Present
ESM November 2007 - October 2011
eCollege 1999 - 2007
Skills
Leadership, Strategy, Sales, E-Learning, New Business Development, Investments, Management, Start-ups, Corporate Development, Product Management, Strategic Planning, Due Diligence, Entrepreneurship, Venture Capital, Finance, Higher Education, Mergers, Strategic Partnerships
Education
University of Denver 1976 — 1978
MBA, Finance
University of Colorado at Boulder
Bachelor of Arts, Biology
LLR Partners November 2012 - Present
Oak Hill Capital March 2012 - Present
DH Kelsall and Associates November 2007 - Present
ESM November 2007 - October 2011
eCollege 1999 - 2007
Skills
Leadership, Strategy, Sales, E-Learning, New Business Development, Investments, Management, Start-ups, Corporate Development, Product Management, Strategic Planning, Due Diligence, Entrepreneurship, Venture Capital, Finance, Higher Education, Mergers, Strategic Partnerships
Education
University of Denver 1976 — 1978
MBA, Finance
University of Colorado at Boulder
Bachelor of Arts, Biology
Doug Kaden's Oak Hill Capital Experience July 1997 - Present
Job
Industry Venture Capital & Private Equity
Experience
Oak Hill Capital July 1997 - Present
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
University of Cambridge 1994 — 1995
mPhil
Harvard University 1990 — 1994
AB
Oak Hill Capital July 1997 - Present
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
University of Cambridge 1994 — 1995
mPhil
Harvard University 1990 — 1994
AB
Adam Hahn's Oak Hill Capital Experience July 2010 - Present
Job Vice President at Oak Hill Capital
Industry Venture Capital & Private Equity
Experience
Oak Hill Capital July 2010 - Present
Barclays Capital July 2008 - July 2010
Education
Harvard University 2004 — 2008
A.B., cum laude Economics
Oak Hill Capital July 2010 - Present
Barclays Capital July 2008 - July 2010
Education
Harvard University 2004 — 2008
A.B., cum laude Economics
Felix Tsang's Oak Hill Capital Experience May 2008 - June 2014
Job Senior Systems Administrator at Bracket
Industry Pharmaceuticals
Experience
Bracket January 2015 - Present
Oak Hill Capital May 2008 - June 2014
Exelixis May 2003 - April 2008
Bravanta 2000 - 2003
eLuxury.com May 2000 - October 2000
Education
California State University-Hayward - School of Business and Economics 1989 — 1994
Bachleor
Bracket January 2015 - Present
Oak Hill Capital May 2008 - June 2014
Exelixis May 2003 - April 2008
Bravanta 2000 - 2003
eLuxury.com May 2000 - October 2000
Education
California State University-Hayward - School of Business and Economics 1989 — 1994
Bachleor
Matthew Fine's Oak Hill Capital Experience 2003 - 2005
Job Analyst at Deccan Value
Industry Investment Management
Experience
Deccan Value Advisors 2008 - Present
Oak Hill Advisors 2005 - 2006
Oak Hill Capital 2003 - 2005
Peter J. Solomon Company 2000 - 2003
Education
Harvard Business School 2006 — 2008
Deccan Value Advisors 2008 - Present
Oak Hill Advisors 2005 - 2006
Oak Hill Capital 2003 - 2005
Peter J. Solomon Company 2000 - 2003
Education
Harvard Business School 2006 — 2008
Marilyn Gonzalez's Oak Hill Capital Experience December 2008 - May 2010
Job H.I.G. Capital
Industry Financial Services
Experience
HIG Capital LLC August 2015 - Present
AWAS February 2012 - July 2015
Cowen and Company November 2011 - January 2012
Oak Hill Advisors, L.P. May 2010 - November 2011
Oak Hill Capital December 2008 - May 2010
The Rohatyn Group May 2004 - December 2008
Skills
Employee Relations, Performance Management, Recruiting, Human Resources, HRIS, Onboarding, Deferred Compensation, Succession Planning, HR Policies, Personnel Management, Employee Benefits, Training, Interviews, Payroll, Management, Organizational..., Talent Management, Executive Search, Strategy, Team Management
Education
New York University 2008 — 2011
M.S, Human Resource Management and Development
HIG Capital LLC August 2015 - Present
AWAS February 2012 - July 2015
Cowen and Company November 2011 - January 2012
Oak Hill Advisors, L.P. May 2010 - November 2011
Oak Hill Capital December 2008 - May 2010
The Rohatyn Group May 2004 - December 2008
Skills
Employee Relations, Performance Management, Recruiting, Human Resources, HRIS, Onboarding, Deferred Compensation, Succession Planning, HR Policies, Personnel Management, Employee Benefits, Training, Interviews, Payroll, Management, Organizational..., Talent Management, Executive Search, Strategy, Team Management
Education
New York University 2008 — 2011
M.S, Human Resource Management and Development
Jacqueline Karabin's Oak Hill Capital Experience June 2007 - May 2009
Job EA for Operations& HR at Oak Hill Capital
Industry Human Resources
Experience
Oak Hill Capital June 2007 - May 2009
Education
University of Colorado Boulder 2001 — 2005
Oak Hill Capital June 2007 - May 2009
Education
University of Colorado Boulder 2001 — 2005
Ashley (Lorenzen) Cousido's Oak Hill Capital Experience 2007 - 2008
Job Executive Assistant at Loxo Oncology, Inc.
Industry Financial Services
Experience
LOXO Oncology, Inc. January 2015 - Present
New York Sports Club August 2013 - Present
Aisling Capital September 2011 - January 2015
Crunch Fitness April 2011 - September 2011
HealthCare Royalty Partners February 2008 - September 2011
Oak Hill Capital 2007 - 2008
Skills
Microsoft Office, Administrative..., Customer Service, Yoga, Event Planning, Event Management, Outlook, Time Management, Administrative Support, PowerPoint
Education
State University of New York at Binghamton 2002 — 2006
BA, Sociology
LOXO Oncology, Inc. January 2015 - Present
New York Sports Club August 2013 - Present
Aisling Capital September 2011 - January 2015
Crunch Fitness April 2011 - September 2011
HealthCare Royalty Partners February 2008 - September 2011
Oak Hill Capital 2007 - 2008
Skills
Microsoft Office, Administrative..., Customer Service, Yoga, Event Planning, Event Management, Outlook, Time Management, Administrative Support, PowerPoint
Education
State University of New York at Binghamton 2002 — 2006
BA, Sociology
Lizzie Spehar's Oak Hill Capital Experience July 2006 - Present
Job Private Equity at Oak Hill Capital
Industry Investment Management
Experience
Oak Hill Capital July 2006 - Present
Catalpa Farm 1996 - Present
Education
DePauw University 1992 — 1996
Oak Hill Capital July 2006 - Present
Catalpa Farm 1996 - Present
Education
DePauw University 1992 — 1996
Bob Morse's Oak Hill Capital Experience July 2001 - September 2013
Job CEO, CoFounder at Strattam Capital
Industry Investment Management
Experience
Strattam Capital September 2013 - Present
Doxim September 2014 - Present
Trax Technologies March 2015 - Present
Aerion Corporation September 2004 - November 2014
Intermedia May 2011 - September 2013
ViaWest May 2010 - September 2013
Oak Hill Capital July 2001 - September 2013
TelecityGroup September 2005 - October 2011
GCC Investments September 1995 - April 1999
Morgan Stanley July 1993 - July 1995
Skills
Private Equity, Cloud Computing
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
Princeton University 1989 — 1993
BSE
Strattam Capital September 2013 - Present
Doxim September 2014 - Present
Trax Technologies March 2015 - Present
Aerion Corporation September 2004 - November 2014
Intermedia May 2011 - September 2013
ViaWest May 2010 - September 2013
Oak Hill Capital July 2001 - September 2013
TelecityGroup September 2005 - October 2011
GCC Investments September 1995 - April 1999
Morgan Stanley July 1993 - July 1995
Skills
Private Equity, Cloud Computing
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
Princeton University 1989 — 1993
BSE
Michiko Kato's Oak Hill Capital Experience December 2007 - August 2011
Job Experienced Associate at PwC
Industry Financial Services
Experience
PwC September 2011 - Present
Oak Hill Capital December 2007 - August 2011
Morgan Stanley 2005 - 2007
Bear Stearns 2002 - 2005
The Guardian Life Insurance Company of America 2001 - 2002
Nomura 2000 - 2001
Skills
Bloomberg, Hedge Funds, Financial Modeling, Financial Analysis, Valuation, Due Diligence
Education
City University of New York-Brooklyn College 2008 — 2011
BS, Accounting
Columbia University in the City of New York 2000 — 2002
N/A, Economics
PwC September 2011 - Present
Oak Hill Capital December 2007 - August 2011
Morgan Stanley 2005 - 2007
Bear Stearns 2002 - 2005
The Guardian Life Insurance Company of America 2001 - 2002
Nomura 2000 - 2001
Skills
Bloomberg, Hedge Funds, Financial Modeling, Financial Analysis, Valuation, Due Diligence
Education
City University of New York-Brooklyn College 2008 — 2011
BS, Accounting
Columbia University in the City of New York 2000 — 2002
N/A, Economics
Lucas Blondheim's Oak Hill Capital Experience 2007 - 2008
Job Digital Marketing Specialist at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group October 2014 - Present
The Boston Consulting Group June 2013 - September 2014
The Boston Consulting Group, Inc. April 2012 - June 2013
Dewey & LeBoeuf LLP August 2008 - March 2012
Oak Hill Capital 2007 - 2008
Freelance Actor 2001 - 2007
Skills
Project Management, Requirements Analysis, Business Process..., Microsoft BI Suite, Legal Research, Legal Assistance, SharePoint, Microsoft Office, Data Analysis, Document Management, Litigation Support, Outlook, Bankruptcy, DeltaView, Windows 7, Marketing, Vovici, GEAC, iManage, MS Project, Project Planning, Operational Efficiency, Business Efficiency, Analysis, Databases, Business Intelligence, Requirements Gathering, System Requirements, Management, OneNote, Voice Over, Analytics, Leadership, Social Media, Marketing Strategy, Social Networking, Microsoft Excel, Business Development, Salesforce.com, Market Research, Business Strategy
Education
Capella University 2010 — 2013
BS, Project Management
American Academy of Dramatic Arts 1999 — 2002
Associates, Occupational Studies
The Boston Consulting Group October 2014 - Present
The Boston Consulting Group June 2013 - September 2014
The Boston Consulting Group, Inc. April 2012 - June 2013
Dewey & LeBoeuf LLP August 2008 - March 2012
Oak Hill Capital 2007 - 2008
Freelance Actor 2001 - 2007
Skills
Project Management, Requirements Analysis, Business Process..., Microsoft BI Suite, Legal Research, Legal Assistance, SharePoint, Microsoft Office, Data Analysis, Document Management, Litigation Support, Outlook, Bankruptcy, DeltaView, Windows 7, Marketing, Vovici, GEAC, iManage, MS Project, Project Planning, Operational Efficiency, Business Efficiency, Analysis, Databases, Business Intelligence, Requirements Gathering, System Requirements, Management, OneNote, Voice Over, Analytics, Leadership, Social Media, Marketing Strategy, Social Networking, Microsoft Excel, Business Development, Salesforce.com, Market Research, Business Strategy
Education
Capella University 2010 — 2013
BS, Project Management
American Academy of Dramatic Arts 1999 — 2002
Associates, Occupational Studies
Mary J. (MJ) McComb's Oak Hill Capital Experience 1999 - 2009
Job Senior Executive Assistant at J.P. Morgan
Industry Investment Banking
Experience
JPMorgan Chase September 2010 - Present
Oak Hill Capital 1999 - 2009
Big V ShopRite-Wakefern 1995 - 1999
Skills
Administrative..., Process Scheduler, Customer Service, Microsoft Office, Leadership, Time Management, Payroll, Microsoft Excel, Management, Office Management, Employee Relations, Budgets, Administration, Retail, Outlook, Training, Process Improvement, Expenses, Office Administration, Recruiting, Operations Management, Accounting, Customer Satisfaction, System Administration, Concur Expense Process...
Education
State University of New York - System
JPMorgan Chase September 2010 - Present
Oak Hill Capital 1999 - 2009
Big V ShopRite-Wakefern 1995 - 1999
Skills
Administrative..., Process Scheduler, Customer Service, Microsoft Office, Leadership, Time Management, Payroll, Microsoft Excel, Management, Office Management, Employee Relations, Budgets, Administration, Retail, Outlook, Training, Process Improvement, Expenses, Office Administration, Recruiting, Operations Management, Accounting, Customer Satisfaction, System Administration, Concur Expense Process...
Education
State University of New York - System
Julie Canty's Oak Hill Capital Experience July 1999 - August 2000
Job Tax partner at Ernst & Young
Industry Accounting
Experience
Ernst & Young May 2012 - Present
Deloitte July 2003 - May 2012
Eastpointe Management LLC January 2002 - July 2003
Continuation Investments Group Inc. August 2000 - February 2002
Oak Hill Capital July 1999 - August 2000
Arthur Andersen July 1995 - July 1999
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1995
BBA, Accounting
Ernst & Young May 2012 - Present
Deloitte July 2003 - May 2012
Eastpointe Management LLC January 2002 - July 2003
Continuation Investments Group Inc. August 2000 - February 2002
Oak Hill Capital July 1999 - August 2000
Arthur Andersen July 1995 - July 1999
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1995
BBA, Accounting
Doug Vaughn's Oak Hill Capital Experience 1999 - Present
Job Controller at Oak Hill Capital
Industry Venture Capital & Private Equity
Experience
Oak Hill Capital 1999 - Present
The Western Company of North America 1980 - 1990
KPMG US 1977 - 1980
Education
The University of Texas at Arlington 1976 — 1977
Bachelor of Business Administration (B.B.A.), Accounting, Graduated with highest honors
Oak Hill Capital 1999 - Present
The Western Company of North America 1980 - 1990
KPMG US 1977 - 1980
Education
The University of Texas at Arlington 1976 — 1977
Bachelor of Business Administration (B.B.A.), Accounting, Graduated with highest honors
Malcolm Little's Oak Hill Capital Experience July 2007 - July 2009
Job Vice President at Arlington Capital Partners
Industry Venture Capital & Private Equity
Experience
Arlington Capital Partners May 2014 - Present
Avista Capital Partners August 2011 - April 2014
Oak Hill Capital July 2007 - July 2009
Bear Stearns July 2005 - July 2007
Education
Harvard Business School 2009 — 2011
Master in Business Administration
University of Virginia 2001 — 2005
Bachelor of Science, Commerce
Arlington Capital Partners May 2014 - Present
Avista Capital Partners August 2011 - April 2014
Oak Hill Capital July 2007 - July 2009
Bear Stearns July 2005 - July 2007
Education
Harvard Business School 2009 — 2011
Master in Business Administration
University of Virginia 2001 — 2005
Bachelor of Science, Commerce
Michael Cromwell's Oak Hill Capital Experience July 2010 - September 2012
Job Strategic Assistant to the CEO at MDVIP
Industry Financial Services
Experience
MDVIP July 2015 - Present
Castlight Health June 2014 - August 2014
Ascension Health Care Network September 2012 - May 2013
Oak Hill Capital July 2010 - September 2012
Barclays Capital September 2008 - June 2010
Lehman Brothers 2008 - 2008
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Mergers & Acquisitions, Investment Banking, Corporate Finance, Financial Analysis, Venture Capital, Capital Markets, Strategy, Investments, Business Strategy, Strategic Planning, Microsoft Excel
Education
University of Michigan 2004 — 2008
BBA/BA, Finance, Latin
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Calvert School
University of Pennsylvania - The Wharton School
MDVIP July 2015 - Present
Castlight Health June 2014 - August 2014
Ascension Health Care Network September 2012 - May 2013
Oak Hill Capital July 2010 - September 2012
Barclays Capital September 2008 - June 2010
Lehman Brothers 2008 - 2008
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Mergers & Acquisitions, Investment Banking, Corporate Finance, Financial Analysis, Venture Capital, Capital Markets, Strategy, Investments, Business Strategy, Strategic Planning, Microsoft Excel
Education
University of Michigan 2004 — 2008
BBA/BA, Finance, Latin
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Calvert School
University of Pennsylvania - The Wharton School
Jennifer Maroney's Oak Hill Capital Experience Accounting ManagerSonitrol2002 - 2006
Job Sr. Accountant at Oak Hill Capital
Industry Accounting
Experience
Oak Hill Capital Accounting ManagerSonitrol2002 - 2006
Gainsco 1999 - 2002
Education
The University of Texas at Arlington - College of Business 1994 — 1998
BBA, Accounting
Oak Hill Capital Accounting ManagerSonitrol2002 - 2006
Gainsco 1999 - 2002
Education
The University of Texas at Arlington - College of Business 1994 — 1998
BBA, Accounting
Keith Hladek's Oak Hill Capital Experience 2000 - 2002
Job Chief Operating Officer at HC2 Holdings, Inc.
Industry Accounting
Experience
HC2 Holdings Inc May 2014 - Present
Harbinger Capital Partners December 2013 - Present
Harbinger Capital Partners July 2011 - Present
Harbinger Capital Partners September 2009 - Present
Silver Point Capital August 2004 - August 2009
GoldenTree Asset Management June 2002 - July 2004
Oak Hill Capital 2000 - 2002
Anchin Block & Anchin 1997 - 1999
Skills
Hedge Funds, Private Equity, Alternative Investments, Asset Management, Valuation, Due Diligence, Fixed Income, Fund Of Funds
Education
Binghamton University - School of Management 1993 — 1997
BS in Accounting, Accounting
Smithtown High School 1989 — 1993
HC2 Holdings Inc May 2014 - Present
Harbinger Capital Partners December 2013 - Present
Harbinger Capital Partners July 2011 - Present
Harbinger Capital Partners September 2009 - Present
Silver Point Capital August 2004 - August 2009
GoldenTree Asset Management June 2002 - July 2004
Oak Hill Capital 2000 - 2002
Anchin Block & Anchin 1997 - 1999
Skills
Hedge Funds, Private Equity, Alternative Investments, Asset Management, Valuation, Due Diligence, Fixed Income, Fund Of Funds
Education
Binghamton University - School of Management 1993 — 1997
BS in Accounting, Accounting
Smithtown High School 1989 — 1993
Brad Koenig's Oak Hill Capital Experience April 2008 - April 2011
Job Founder & CEO of FoodyDirect.com
Industry Internet
Experience
FoodyDirect.com June 2011 - Present
Oak Hill Capital April 2008 - April 2011
Goldman Sachs July 1984 - April 2005
Education
Harvard Business School 1982 — 1984
MBA
Dartmouth College 1976 — 1980
BA, Economics
Lawrence High
FoodyDirect.com June 2011 - Present
Oak Hill Capital April 2008 - April 2011
Goldman Sachs July 1984 - April 2005
Education
Harvard Business School 1982 — 1984
MBA
Dartmouth College 1976 — 1980
BA, Economics
Lawrence High
Rebecca Zeitels's Oak Hill Capital Experience July 2011 - July 2013
Job Associate Director at Temasek
Industry Financial Services
Experience
Temasek July 2015 - Present
Oak Hill Capital July 2011 - July 2013
The Blackstone Group July 2009 - July 2011
Skills
Private Equity, Corporate Finance, Valuation, Financial Modeling, Due Diligence, LBO, Investments, Investment Banking, Mergers & Acquisitions, Equities, Venture Capital
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Finance, Accounting
Temasek July 2015 - Present
Oak Hill Capital July 2011 - July 2013
The Blackstone Group July 2009 - July 2011
Skills
Private Equity, Corporate Finance, Valuation, Financial Modeling, Due Diligence, LBO, Investments, Investment Banking, Mergers & Acquisitions, Equities, Venture Capital
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Finance, Accounting
Nico Theofanidis's Oak Hill Capital Experience September 2013 - Present
Job Associate at Oak Hill Capital
Industry Financial Services
Experience
Oak Hill Capital September 2013 - Present
Arsenal Capital Partners August 2012 - September 2013
J.P. Morgan June 2010 - June 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Social Media, Public Speaking, English, Accounting, Windows, Financial Modeling
Education
Harvard University 2006 — 2010
Bachelor's degree, Classics and Economics
Oak Hill Capital September 2013 - Present
Arsenal Capital Partners August 2012 - September 2013
J.P. Morgan June 2010 - June 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Social Media, Public Speaking, English, Accounting, Windows, Financial Modeling
Education
Harvard University 2006 — 2010
Bachelor's degree, Classics and Economics
Kathleen Schutz's Oak Hill Capital Experience November 2010 - Present
Job Senior Accountant at Oak Hill Capital
Industry Accounting
Experience
Oak Hill Capital November 2010 - Present
Southwest Securities October 2009 - November 2010
Atlas Capital/RHA, Inc. June 2004 - October 2009
Hedgemetrix, LLC April 2003 - May 2004
Ernst & Young May 1999 - April 2003
Education
The University of Texas at Arlington - College of Business Administration 1996 — 1999
BBA - Accounting, Accounting, Summa Cum Laude
Oak Hill Capital November 2010 - Present
Southwest Securities October 2009 - November 2010
Atlas Capital/RHA, Inc. June 2004 - October 2009
Hedgemetrix, LLC April 2003 - May 2004
Ernst & Young May 1999 - April 2003
Education
The University of Texas at Arlington - College of Business Administration 1996 — 1999
BBA - Accounting, Accounting, Summa Cum Laude
Sarah Gidley's Oak Hill Capital Experience December 2010 - June 2011
Job Account Manager at Yahoo
Industry Marketing and Advertising
Experience
Yahoo February 2014 - Present
Yahoo! April 2013 - February 2014
Yahoo September 2011 - March 2013
Oak Hill Capital December 2010 - June 2011
Peel's Salon Services May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Advertising, Social Media Marketing, Facebook, Customer Service, Marketing Communications, Marketing, Marketing Strategy, Public Speaking, Social Networking, Teamwork, Online Advertising, Online Campaign..., Display Advertising, Online Marketing
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Entrepreneurial Management and Marketing
Millard North High School 2004 — 2007
Yahoo February 2014 - Present
Yahoo! April 2013 - February 2014
Yahoo September 2011 - March 2013
Oak Hill Capital December 2010 - June 2011
Peel's Salon Services May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Advertising, Social Media Marketing, Facebook, Customer Service, Marketing Communications, Marketing, Marketing Strategy, Public Speaking, Social Networking, Teamwork, Online Advertising, Online Campaign..., Display Advertising, Online Marketing
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Entrepreneurial Management and Marketing
Millard North High School 2004 — 2007
Michael Kaufman's Oak Hill Capital Experience June 2012 - August 2012
Job Analyst at Redwood Capital Management, LLC
Industry Venture Capital & Private Equity
Experience
Redwood Capital Management, LLC September 2013 - Present
Oak Hill Capital June 2012 - August 2012
Madison Dearborn Partners July 2009 - July 2011
Citigroup 2007 - 2009
Education
Harvard Business School 2011 — 2013
MBA
Yale University 2003 — 2007
Bachelor's, Applied Mathematics and Economics
Redwood Capital Management, LLC September 2013 - Present
Oak Hill Capital June 2012 - August 2012
Madison Dearborn Partners July 2009 - July 2011
Citigroup 2007 - 2009
Education
Harvard Business School 2011 — 2013
MBA
Yale University 2003 — 2007
Bachelor's, Applied Mathematics and Economics
Brad Bernstein's Oak Hill Capital Experience 1992 - 2003
Job Partner at FTV Capital
Industry Venture Capital & Private Equity
Experience
FTV Capital 2003 - Present
Oak Hill Capital 1992 - 2003
Skills
Private Equity, Mergers, Valuation, Mergers & Acquisitions, Venture Capital, Financial Modeling, Corporate Development, Investment Banking, Due Diligence, Investments, Start-ups, Business Strategy, Hedge Funds, Corporate Finance, Mergers, Emerging Markets, Strategy, Entrepreneurship
Education
Tufts University 1985 — 1989
BA, International Relations
FTV Capital 2003 - Present
Oak Hill Capital 1992 - 2003
Skills
Private Equity, Mergers, Valuation, Mergers & Acquisitions, Venture Capital, Financial Modeling, Corporate Development, Investment Banking, Due Diligence, Investments, Start-ups, Business Strategy, Hedge Funds, Corporate Finance, Mergers, Emerging Markets, Strategy, Entrepreneurship
Education
Tufts University 1985 — 1989
BA, International Relations
Alex Sisselman's Oak Hill Capital Experience August 2012 - Present
Job Associate at Oak Hill Capital
Industry Investment Banking
Experience
Oak Hill Capital August 2012 - Present
Greenhill & Co. June 2010 - June 2012
Miller Buckfire June 2009 - August 2009
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science, Finance
Oak Hill Capital August 2012 - Present
Greenhill & Co. June 2010 - June 2012
Miller Buckfire June 2009 - August 2009
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science, Finance
Birche Fishback's Oak Hill Capital Experience June 2003 - June 2006
Job
Industry Financial Services
Experience
Reservoir Capital Group March 2011 - July 2012
Shumway Capital July 2008 - February 2011
Oak Hill Capital June 2003 - June 2006
The Blackstone Group July 2001 - July 2003
Education
Harvard Business School 2006 — 2008
MBA
University of Pennsylvania 1996 — 2001
BA & BAS
Reservoir Capital Group March 2011 - July 2012
Shumway Capital July 2008 - February 2011
Oak Hill Capital June 2003 - June 2006
The Blackstone Group July 2001 - July 2003
Education
Harvard Business School 2006 — 2008
MBA
University of Pennsylvania 1996 — 2001
BA & BAS
Kortney Kavanagh's Oak Hill Capital Experience April 2014 - June 2014
Job Office Manager/Receptionist at Two Trees Management Co.
Industry Facilities Services
Experience
Two Trees Management Co. December 2014 - Present
MSD Capital June 2014 - July 2014
Oak Hill Capital April 2014 - June 2014
Janis by Janis Savitt March 2013 - February 2014
HealthyChic.Com October 2012 - December 2012
Blue Pencil Editing November 2011 - June 2012
IT Management Global Corporation June 2011 - August 2011
Winick Realty Group December 2007 - August 2008
Oppenheimer & Co. May 2006 - August 2006
Skills
Blogging, Editing, Press Releases, Creative Writing, Social Media, Microsoft Excel, Fashion Jewelry, iWeb, iMovie, Microsoft Office, Social Networking, Copy Editing, Website prom, PowerPoint, Journalism, Wordpress, Sales Promotion, Research, Topsy, Forums, Events Coordination, Outlook Express, Excel, Prezi, QuickBooks, WordPress, Marketing, Facebook
Education
Syracuse University 2009 — 2012
B.A. Writing & Rhetoric, Psychology
Syracuse University Abroad 2011 — 2011
Hartwick College 2008 — 2008
Birch Wathen Lenox High School 2002 — 2008
Two Trees Management Co. December 2014 - Present
MSD Capital June 2014 - July 2014
Oak Hill Capital April 2014 - June 2014
Janis by Janis Savitt March 2013 - February 2014
HealthyChic.Com October 2012 - December 2012
Blue Pencil Editing November 2011 - June 2012
IT Management Global Corporation June 2011 - August 2011
Winick Realty Group December 2007 - August 2008
Oppenheimer & Co. May 2006 - August 2006
Skills
Blogging, Editing, Press Releases, Creative Writing, Social Media, Microsoft Excel, Fashion Jewelry, iWeb, iMovie, Microsoft Office, Social Networking, Copy Editing, Website prom, PowerPoint, Journalism, Wordpress, Sales Promotion, Research, Topsy, Forums, Events Coordination, Outlook Express, Excel, Prezi, QuickBooks, WordPress, Marketing, Facebook
Education
Syracuse University 2009 — 2012
B.A. Writing & Rhetoric, Psychology
Syracuse University Abroad 2011 — 2011
Hartwick College 2008 — 2008
Birch Wathen Lenox High School 2002 — 2008
Adrian Polak's Oak Hill Capital Experience December 2011 - September 2013
Job
Industry Venture Capital & Private Equity
Experience
Oak Hill Capital December 2011 - September 2013
Rockwood Capital July 2005 - November 2011
Kontiki November 2000 - May 2003
JP Morgan Chase H&Q (formerly Hambrecht & Quist) August 1997 - November 2000
Education
University of California, Berkeley 2003 — 2005
Master of Business Administration
Queen's University 1993 — 1997
Honors Bachelor of Commerce, Finance
Oak Hill Capital December 2011 - September 2013
Rockwood Capital July 2005 - November 2011
Kontiki November 2000 - May 2003
JP Morgan Chase H&Q (formerly Hambrecht & Quist) August 1997 - November 2000
Education
University of California, Berkeley 2003 — 2005
Master of Business Administration
Queen's University 1993 — 1997
Honors Bachelor of Commerce, Finance
Roman Valiouline's Oak Hill Capital Experience August 2008 - July 2011
Job Analyst
Industry Investment Management
Experience
Shumway Capital June 2013 - January 2015
Oak Hill Capital August 2008 - July 2011
Merrill Lynch July 2006 - July 2008
Skills
Strategic Planning, Social Media, Financial Modeling, Investment Banking, Private Equity, Equities, Corporate Finance, Due Diligence, Management Consulting, Valuation, Mergers
Education
Stanford University Graduate School of Business 2011 — 2013
MBA
Columbia University in the City of New York 2002 — 2006
BS, Engineering Management Systems
Shumway Capital June 2013 - January 2015
Oak Hill Capital August 2008 - July 2011
Merrill Lynch July 2006 - July 2008
Skills
Strategic Planning, Social Media, Financial Modeling, Investment Banking, Private Equity, Equities, Corporate Finance, Due Diligence, Management Consulting, Valuation, Mergers
Education
Stanford University Graduate School of Business 2011 — 2013
MBA
Columbia University in the City of New York 2002 — 2006
BS, Engineering Management Systems
Jay Stafford's Oak Hill Capital Experience July 2015 - Present
Job Associate at Oak Hill Capital
Industry Venture Capital & Private Equity
Experience
Oak Hill Capital July 2015 - Present
McColl Partners June 2013 - June 2015
SunTrust Robinson Humphrey May 2012 - August 2012
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Charlotte Latin School
Oak Hill Capital July 2015 - Present
McColl Partners June 2013 - June 2015
SunTrust Robinson Humphrey May 2012 - August 2012
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Charlotte Latin School
Munib Islam's Oak Hill Capital Experience May 2000 - July 2002
Job Partner at Third Point LLC
Industry Investment Management
Experience
Third Point LLC January 2004 - Present
Highbridge Capital Management October 2008 - January 2011
Oak Hill Capital May 2000 - July 2002
Lazard May 1998 - May 2000
Education
Stanford GSB 2002 — 2004
Master of Business Administration (MBA)
Dartmouth College 1995 — 1997
Bachelor's degree, Economics
Karachi Grammar School 1991 — 1993
A-Levels
Third Point LLC January 2004 - Present
Highbridge Capital Management October 2008 - January 2011
Oak Hill Capital May 2000 - July 2002
Lazard May 1998 - May 2000
Education
Stanford GSB 2002 — 2004
Master of Business Administration (MBA)
Dartmouth College 1995 — 1997
Bachelor's degree, Economics
Karachi Grammar School 1991 — 1993
A-Levels
Kevin Mailender's Oak Hill Capital Experience 2002 - Present
Job Partner at Oak Hill Capital
Industry Venture Capital & Private Equity
Roumiana Zlateva's Oak Hill Capital Experience July 2012 - January 2015
Job Associate Director UBS FIG Investment Banking
Industry Investment Banking
Experience
UBS February 2015 - Present
Oak Hill Capital July 2012 - January 2015
Morgan Stanley June 2010 - July 2012
Skills
Valuation, Private Equity, Investment Banking, Financial Services, Financial Modeling, Capital Markets, Due Diligence
Education
Colgate University 2006 — 2010
Bachelor of Arts (BA), High Honors in Mathematical Economics, Minor in Computer Science, Summa Cum Laude
American College of Sofia 2001 — 2006
UBS February 2015 - Present
Oak Hill Capital July 2012 - January 2015
Morgan Stanley June 2010 - July 2012
Skills
Valuation, Private Equity, Investment Banking, Financial Services, Financial Modeling, Capital Markets, Due Diligence
Education
Colgate University 2006 — 2010
Bachelor of Arts (BA), High Honors in Mathematical Economics, Minor in Computer Science, Summa Cum Laude
American College of Sofia 2001 — 2006
The Carlyle Group
TPG Capital
Apollo Global Management LLC
Cerberus Capital Management
H.I.G. Capital
Advent International
Colony Capital
Summit Partners