Gowtham Balaji

Analyst

Gowtham Balaji is an Analyst focused on performing fundamental research and company analysis. He has been in the industry since 2021. Prior to Beach Point, Mr. Balaji worked at Houlihan Lokey on the Restructuring team. Mr. Balaji received a bachelor’s degree in Finance and Legal Studies from the Wharton School of the University of Pennsylvania, where he graduated summa cum laude.

Austin Adamczyk

Analyst

Austin Adamczyk is an Analyst focused on performing fundamental research and company analysis. He has been in the industry since 2020. Prior to Beach Point, Mr. Adamczyk was an investment analyst at Black Diamond Capital Management and worked at Greenhill & Co on the Restructuring team. Mr. Adamczyk received a bachelor’s degree from Indiana University.

Abhinav Kamra

Senior Vice President

Abhinav Kamra is a Senior Vice President focused on quantitative research and tool development in structured products. Prior to joining Beach Point, Mr. Kamra founded a business focused on Machine Learning models for Natural Language processing AI tools. He also previously worked in the structured products groups at HBK Capital, mortgage trading at Blue Mountain, and in the Markets Quantitative Analysis Division of Citi where he focused on mortgage research. Mr. Kamra received a bachelor’s degree in Computer Science and Engineering from ITT Delhi where he ranked in the .001st percentile in the IIT joint entrance exams. He also received master’s and PhD degrees from Columbia University in Computer Science.

Roy You

Risk Manager

Roy You is a Risk Manager responsible for analyzing portfolios and quantifying risk. Mr. You has been in the industry since 2006. Prior to Beach Point, he worked at Western Asset Management where he covered portfolio risk for U.S. High Yield and Bank Loan portfolios and was also involved in defining and validating the methodologies and analytics used in risk management. Prior to that, he served as Executive Director of Market Risk and Analytics with J.P. Morgan Asset Management, Vice President of Market Risk Control with TD Securities, and Vice President of Market Risk Management with the Royal Bank of Scotland. Prior to his career in finance, Roy worked in tenure tracked academic position as well as briefly for NASA Jet Propulsion Lab as an academic fellow. Mr. You received both his bachelor’s and Ph.D. degrees in Electrical Engineering from the University of California, Berkeley.

Trent Wong

Senior Associate

Trent Wong is a Senior Associate focused on private equity and special situation investing. Mr. Wong has been in the industry since 2018. Prior to Beach Point, Mr. Wong was an Associate at OpenGate Capital, a private equity firm based in Los Angeles. Mr. Wong was primarily focused on investments within enterprise software, technology enabled services, and corporate divestitures. Mr. Wong received a bachelor's degree, magna cum laude, from the University of Southern California with a double major in business administration and accounting.

Seth Vaughan

Senior Analyst

Seth Vaughan is a Senior Analyst focused on direct lending opportunities. Mr. Vaughan has been in the industry since 2007. Prior to Beach Point, he worked at BOOST&Co, an alternative finance provider, as a Principal involved in the sourcing and execution of loans to high growth SMEs. Before his time at BOOST&Co, he worked at Lloyds Banking Group where he held roles in portfolio management, origination, and structuring, specializing in strategic financing for mid- to large-sized public and private businesses. He is a Chartered Accountant with the ICAEW, having qualified with PricewaterhouseCoopers. Mr. Vaughan received his bachelor’s degree in Economics from the University of Durham.

Jeremy Seow

Analyst

Jeremy Seow is an Analyst focused on structured product investments. Mr. Seow has been in the industry since 2021. Mr. Seow received a bachelor’s degree in Financial Economics from Claremont McKenna College and an additional bachelor’s degree in Computer Science from Harvey Mudd College.

Christopher Reed

Macro Strategist

Christopher Reed is a Macro Strategist focused on managing the firm’s FX exposure and executing market transactions. Mr. Reed has been in the industry since 2011, most recently as an FX Trader at Banco Bilbao Vizcaya Argentaria (BBVA) where he focused on G10 and various EM currencies. Prior to BBVA, he was an Analyst at BNSF Railway where he managed their unconsolidated subsidiaries. Mr. Reed is a CFA Charterholder and received a bachelor’s degree in Finance and Accounting from Texas Christian University.

Jakob Nilsson

Senior Analyst

Jakob Nilsson is a Senior Analyst focused on sourcing new investment opportunities and credit risk analysis within the UK loan market. Mr. Nilsson has been working within the industry since 2011. Prior to Beach Point, Mr. Nilsson worked at BMS Finance, a specialized UK SME debt lender, as Investment Manager focusing on the UK loan market. Prior to BMS Finance Mr. Nilsson worked for Mubadala GE Capital, a Mubadala and GE joint venture, working within their global finance investment team specializing in the execution of a wide range of commercial debt investments. Mr. Nilsson began his career at GE Capital, working both in London and Abu Dhabi looking at European and US mid-market leveraged finance transactions. Mr. Nilsson received a bachelor’s degree in Business Economics from University of Westminster in London.

Curren Mody

Analyst

Curren Mody is an Analyst focused on performing fundamental research and company analysis. Mr. Mody has been in the industry since 2019. Prior to Beach Point, he was an Analyst in the Restructuring and Liability Management group at Guggenheim. Mr. Mody received dual bachelor’s degrees in Commerce and Statistics, with distinction, from the McIntire School of Commerce and the College of Arts & Sciences of the University of Virginia.

Cameron Mir

Associate

Cameron Mir is an Associate focused on commercial and residential real estate investing. Mr. Mir has been in the industry since 2020. Prior to Beach Point, Mr. Mir worked at CIM Group where he was an Investment Associate on the Real Estate team. Before CIM Group, he was a Real Estate Investment Banking Analyst at Eastdil Secured. Mr. Mir received a bachelor’s degree in Business Administration from the University of California, Berkeley.

Ciara McGovern

Senior Analyst

Ciara McGovern is a Senior Analyst focused on sourcing new investment opportunities and performing fundamental research and company analysis. Ms. McGovern has been in the industry since 2011. Prior to Beach Point, Ms. McGovern was a Manager in the Financial Advisory Services team at Deloitte, Dublin where she focused on the provision of financial and commercial due diligence to Irish corporates, lenders and investors. During her time in Deloitte, she was seconded to Credit Suisse in London where she focused on regulatory stress testing/market risk projects. Ms. McGovern received a bachelor’s degree in Commerce from University College Dublin and a master’s degree in Accounting from the Technological University Dublin. She has also served as a member of the Chartered Accountants Ireland since 2013.

Evan La Riviere

Quantitative Analyst

Evan La Riviere is a Quantitative Analyst focused on securitized products. Mr. La Riviere has been in the industry since 2014. Prior to Beach Point, Mr. La Riviere was a Vice President of securitized products analytics at Nomura Securities International where he focused on developing prepayment and analytics models. Prior to Nomura, he was a Quant for the American International Group (AIG) Agency RMBS trading desk where he focused on collateral research and developing analytics models for a multi-billion dollar portfolio. Mr. La Riviere received a bachelor’s degree in Mathematics and French from the University of Rhode Island

Paul Kushner

Senior Associate

Paul Kushner is a Senior Associate focused on private equity and special situation investing. Mr. Kushner has been in the industry since 2017. Prior to Beach Point, Mr. Kushner worked at Stonetower Partners where he focused on private equity investments in consumer and industrial end-markets. Before Stonetower, he worked at ABX Partners, Citadel, and Bregal Partners, focusing on investments in multiple capital structures within the consumer, industrial, and technology sectors. Mr. Kushner received a bachelor’s degree from the University of North Carolina at Chapel Hill with a double major in Economics and Mathematics, where he graduated with Highest Honors and was a Carolina Scholar.

Martin Hood

Senior Associate

Martin Hood is a Senior Associate focused on private equity and special situation investing. Mr. Hood has been in the industry since 2015. Prior to Beach Point, Mr. Hood was an Associate in the private equity group at Angelo Gordon, a New York-based alternative investment manager. Before Angelo Gordon, he worked in investment banking at Lazard and SunTrust Robinson Humphrey, where he focused on M&A, private capital, and leveraged finance transactions. Mr. Hood received a bachelor’s degree from Florida State University with a double major in Finance and Real Estate, and an MBA from the Wharton School at the University of Pennsylvania, where he graduated with Honors.

Willard Hawley

Analyst

Willard Hawley is an Analyst focused on performing fundamental research and company analysis. Mr. Hawley has been in the industry since 2019. Prior to Beach Point, Mr. Hawley was an Analyst at Rothschild & Co where he focused on restructuring and debt advisory engagements. Mr. Hawley is a CFA Charterholder and received a bachelor’s degree in Applied Mathematics from UCLA. Before UCLA, he attended the United States Naval Academy.

Mariah Harvey-Brown

Associate

Mariah Harvey-Brown is an Associate focused on commercial and residential real estate investing. Ms. Harvey-Brown has been in the industry since 2018. Prior to joining Beach Point, Ms. Harvey-Brown was a Senior Associate at Castle Hill Partners, a private equity real estate investment firm focused on value-add acquisitions and development. Ms. Harvey-Brown graduated magna cum laude with dual bachelor’s degrees in Economics and Environmental Science from Tufts University, and serves as Treasurer on the board of The New Land Foundation.

Azita Guiv

Portfolio Analyst

Azita Guiv is a Portfolio Analyst dedicated to evaluating and rebalancing investment portfolios and quantifying risk in support of the firm’s High Yield and Senior Loan strategies. Ms. Guiv has been in the industry since 2013. Prior to Beach Point, Ms. Guiv worked at the Trust Company of the West and State Street. Ms. Guiv received her bachelor’s degree in Economics with a minor in Accounting from UC San Diego.

Andrew Geenen

Analyst

Andrew Geenen is an Analyst focused on performing fundamental research and company analysis. Mr. Geenen has been in the industry since 2013. Prior to Beach Point, Mr. Geenen was a Vice President at CBAM. Before CBAM, Andrew was a desk analyst at Citi focused on high yield and distressed debt. Mr. Geenen received a bachelor’s degree in Finance from Villanova University and an MBA from the Wharton School of the University of Pennsylvania.

Alan Davis

Analyst

Alan Davis is an Analyst responsible for performing fundamental research and company analysis. Mr. Davis has been in the industry since 2020. Prior to Beach Point, Mr. Davis worked at the Bank of Ireland as an associate on the Corporate Banking Origination team where he focused on sourcing and executing loans for mid to large-sized public and private businesses. Mr. Davis holds a bachelor’s degree in Financial Mathematics and Economics from the National University of Ireland, Galway (NUIG).

Dali Cao

Risk Analyst

Dali Cao is a Risk Analyst responsible for analyzing portfolios and quantifying risk. Ms. Cao has been in the industry since 2011. Prior to Beach Point, Ms. Cao worked at Payden & Rygel as a Portfolio Architecture Analyst where she oversaw firm-wide risk analytics and data integrity. Ms. Cao received a bachelor’s degree from Cornell College with a double major in Mathematics and Economics and a master’s degree in Financial Engineering from Claremont Graduate University.

William Brooks

Senior Portfolio Analyst

William Brooks is a Senior Portfolio Analyst focused on the analysis of position-level portfolio data. Mr. Brooks has been in the industry since 1996. Prior to Beach Point, he was an Analyst at Post Advisory Group. He also served as an Analyst at Allegiance Capital Management and a Corporate Actions Manager at Putnam Investments. Mr. Brooks received his bachelor’s degree and an MBA in Finance from Pepperdine University.

Zohair Azmi

Senior Analyst

Zohair Azmi is a Senior Analyst focused on performing fundamental research and company analysis. Mr. Azmi has been in the industry since 2017. Prior to Beach Point, Mr. Azmi worked as an Analyst at Cyrus Capital Partners focusing on event-driven and distressed investments. Mr. Azmi graduated summa cum laude from the Wharton School at the University of Pennsylvania with a BSc concentrating in Statistics and Finance.

Michael Aronson

Analyst

Michael Aronson is an Analyst focused on performing fundamental research and company analysis. Mr. Aronson has been in the industry since 2017. Prior to Beach Point, Mr. Aronson held investing roles with DoubleLine Capital and Oaktree Capital. He began his career at Lazard, where he focused on mergers and acquisitions across Aerospace & Defense, Gaming, and Media. Mr. Aronson received a bachelor’s degree in Business Administration from the University of Southern California, where he graduated summa cum laude.

Veronica Sovakian

Trading Assistant

Veronica Sovakian is a Trading Assistant dedicated to helping support the traders. Ms. Sovakian has been in the industry since 2017. Prior to Beach Point, she worked for Pennymac Loan Services, LLC where she focused on mortgage-backed securities. Ms. Sovakian received her bachelor’s degree from the University of Southern California.

Cole Gauthier

CLO Portfolio Analyst

Cole Gauthier is a CLO Portfolio Analyst dedicated to the development and management of Beach Point’s CLO platform. In this role, he focuses on portfolio analysis, test compliance/eligibility criteria, cash management, detailed CLO indenture knowledge, and trading mechanics. Mr. Gauthier has been in the industry since 2014. Prior to Beach Point, he managed CLO Operations at Brigade Capital Management. At Brigade, he assisted in the growth and development of both the U.S. and European CLO platforms. Before Brigade he worked as an Operations Analyst in the Corporate Credit Department at Guggenheim Partners. Mr. Gauthier received a bachelor’s degree in Environmental Studies from Soka University of America.

Stephen Rose

Global Head of Tax

Stephen Rose is the Global Head of Tax at Beach Point Capital Management. Mr. Rose has been in the industry since 1991. Prior to his role at Beach Point, he served as a Partner and the Global Head of Tax at TPG Global. Mr. Rose previously was a longtime partner at Munger, Tolles & Olson LLP in Los Angeles, concentrating on the structuring and taxation aspects of complex business transactions, including mergers and acquisitions, joint ventures, private equity transactions, workouts and restructurings, and innovative financings. He also served for many years as an adjunct law professor at both the UCLA School of Law and the USC School of Law, teaching advanced courses in corporate and partnership taxation. Mr. Rose has been selected for inclusion in Chambers USA (band 1) and is a fellow of the American College of Tax Counsel. Mr. Rose received a bachelor’s degree from the University of California at San Diego, an MBA from the University of California at Berkeley, a J.D. from the University of California, College of the Law, San Francisco, an LL.M. in taxation from New York University School of Law, and a Master of Liberal Arts, Extension Studies (Mathematics for Teaching), from Harvard University.

Jonathan Cannon

Managing Director, Head of Global Operations

Jonathan Cannon is a Managing Director and the Head of Global Operations at Beach Point Capital Management, where he is responsible for all operation efforts across the firm’s global investment platforms. Mr. Cannon joined Beach Point in 2011 as a member of the firm’s operations team, focusing on maximizing operational efficiencies and enhancing the firm’s infrastructure. Prior to joining Beach Point, he was a Senior Operations Associate at York Capital Management, where he performed all aspects of operational support while working in York Capital’s New York and Hong Kong offices. He later worked as a Trader’s Assistant, providing trade support for York Capital’s Credit Team. Mr. Cannon received a bachelor’s degree in Economics and Spanish from the University of Utah.

Leigh Knight

Head of Human Resources

Leigh Knight is the Head of Human Resources at Beach Point Capital Management. In this role, Ms. Knight is responsible for overseeing all aspects of human resources at the firm. Prior to Beach Point, she served as the Head of Human Resources within the U.S. at Brevan Howard. She also held senior positions across human resources at various investment management firms. Ms. Knight received a bachelor’s degree in Business Administration from Fordham University.

Anthony Park

Managing Director, Head of Valuation

Anthony Park is a Managing Director and the Head of Valuations at Beach Point Capital Management. In this role, he oversees all valuation efforts across the firm’s investment strategies. Mr. Park has been in the industry since 2004. Mr. Park previously worked in Financial Services as an audit manager at the public accounting firm Rothstein Kass in Beverly Hills, where he audited and consulted investment advisors, hedge funds and broker dealers. Mr. Park received a bachelor’s degree in Business Administration and his Master of Accounting from the University of Southern California.

Ashley Willems

Deputy Chief Financial Officer

Ashley Willems is the Deputy Chief Financial Officer of Beach Point Capital Management. Alongside Thomas Boyack, the CFO, Ms. Willems oversees the accounting and finance function across the global firm. Ms. Willems is a licensed Certified Public Accountant, bringing nearly 15 years of experience in public accounting at PricewaterhouseCoopers (PwC). During her time at PwC, she gained international experience having worked in the Toronto, Sydney and Los Angeles offices. Ms. Willems received a bachelor’s degree in Commerce from Ontario Tech University.

Stephen Kristan

Senior Vice President

Stephen Kristan is a Senior Vice President focused on commercial and residential real estate investing.  Mr. Kristan has been in the real estate industry since 2014. Most recently, Mr. Kristan was part of the real estate asset management team at Fortress Investment Group for ten years. Prior to Fortress, Mr. Kristan was on the structured products and real estate team at PricewaterhouseCoopers. Mr. Kristan received a bachelor’s degree and a master’s degree in Real Estate Development from New York University.

Jay Takefman

Senior Managing Director

Jay Takefman is a Senior Managing Director focused on private equity investing. Mr. Takefman has more than 25 years of experience in the private equity industry and has worked closely with many public and private middle market companies over that period. Prior to Beach Point, for 15 years, he served as Co-Head of Quilvest Capital Partners’ private equity buyout group, investing over $1 billion primarily in founder-led businesses in the lower middle market globally. Prior to Quilvest, Mr. Takefman worked at Centre Partners, a middle market private equity firm and L Catterton, one of the largest consumer-focused private equity firms in the world. Mr. Takefman started his career in the Investment Banking group at Legg Mason. He received a bachelor’s degree in Business Administration from the University of Michigan’s Ross School of Business.

Robert Weinert

Managing Director

Robert Weinert is a Managing Director at Beach Point Capital Management. In his role, Mr. Weinert leads business development for structured credit strategies. He has been in the industry since 2006. Prior to joining Beach Point, Mr. Weinert was the Head of Investor Relations & Business Development for Roosevelt Management Company, a residential mortgage fund platform. Prior to that, Mr. Weinert spent 15 years at Blackstone both in New York and Asia Pacific, working with institutional investors to build their alternative investment programs across a variety of hedge fund, credit, private equity and special situations strategies. During his tenure at Blackstone, he opened BAAM’s Singapore office, where he spent 5 years developing sovereign wealth fund and other large institutional relationships in the region.  Mr. Weinert has a bachelor’s degree from Haverford College and an MBA from the Gabelli School of Business.

Darshan Desai

Chief Operating Officer and Chair of Operating Committee

Darshan Desai is the Chief Operating Officer of Beach Point Capital Management. Mr. Desai has been in the industry since 1999, bringing extensive experience aligning business processes with strategic objectives to drive efficiency and growth across the organization. Prior to joining Beach Point, he worked at BATS Exchange as an analyst, where he designed and constructed equity indices. He constructed the BATS 1000 index and is named on the patent. He started his career at York Capital Management where he held various positions within the firm including Vice President and Global Head of Operations from 1999 through 2008. While at York, he was responsible for managing operations in New York, London, Singapore and Hong Kong. Mr. Desai received a bachelor’s degree in Finance from Pace University.

Christina Bau

Managing Director, Head of Investor Relations

Christina Bau is a Managing Director and the Head of Investor Relations at Beach Point Capital Management. Ms. Bau brings over 20 years of experience in the industry. Prior to joining Beach Point, she was a Managing Director of Product Services and Marketing Analytics within Global Distribution at TCW Group Inc. In these roles, she supported clients and business development efforts across a broad spectrum of products and distribution platforms, while spearheading a number of data-driven initiatives for their global investor base. She also previously worked at Countrywide Securities, Western Asset Management Company, and TD Securities (USA), focusing on derivative and bank loan products. Ms. Bau received her bachelor’s degree in Finance from the University of Southern California and an MBA from Cornell University.

Thomas Boyack

Chief Financial Officer

Thomas Boyack is the Chief Financial Officer of Beach Point Capital Management. Mr. Boyack has been in the industry since 1997. Prior to Beach Point, he served as the Chief Financial Officer for Post Advisory Group and a number of other investment firms. Mr. Boyack previously spent several years as a senior manager in Ernst & Young’s Financial Services Group serving investment advisors, hedge funds and mutual funds. Mr. Boyack received a bachelor’s degree in accounting, magna cum laude, and a J.D. from Brigham Young University. Mr. Boyack also received a LL.M. in Business Taxation, with honors from Golden Gate University, and is a member of the State Bar of California.

David Rosenblum

General Counsel and Chief Compliance Officer

David Rosenblum is the General Counsel and Chief Compliance Officer of Beach Point Capital Management. Mr. Rosenblum oversees the firm’s legal matters and compliance program. Mr. Rosenblum has been in the industry since 1997. Prior to his current role at Beach Point, Mr. Rosenblum served as Chief Compliance Officer and Assistant General Counsel for Post Advisory Group and was previously in-house counsel at AIG SunAmerica. Prior to AIG SunAmerica, Mr. Rosenblum spent several years working at law firms, including Paul Hastings and Perkins Coie, where he specialized in corporate finance. Mr. Rosenblum received a bachelor’s degree from Emory University and a J.D. from the Ohio State College of Law, where he graduated summa cum laude.

Carl Goldsmith

Co-Chairman and Co-CEO

Carl Goldsmith is the Co-Founder, Co-Chairman, and Co-CEO of Beach Point Capital Management. Bringing over 30 years of investing experience in the credit markets, Mr. Goldsmith has managed portfolios across high yield bonds, bank loans, and distressed debt, while leading restructurings for companies in financial distress. Prior to founding Beach Point Capital, Mr. Goldsmith co-led the multi-billion dollar alternative credit business at Post Advisory Group. In the early 1990s, Mr. Goldsmith worked in the Bankruptcy Support and Valuation departments at Price Waterhouse, where he advised debtors and creditors in bankruptcy restructurings. Mr. Goldsmith received a bachelor’s degree in Economics from the Wharton School of the University of Pennsylvania and a J.D. from UCLA Law School.

Scott Klein

Co-Chairman and Co-CEO

Scott Klein is the Co-Founder, Co-Chairman, and Co-CEO of Beach Point Capital Management. Mr. Klein has over 30 years of experience investing in public and private credit markets and managing alternative investment portfolios. Prior to founding Beach Point, Mr. Klein co-led the multi-billion dollar alternative credit business at Post Advisory Group and previously worked as a bankruptcy attorney. He graduated magna cum laude from the Wharton School of the University of Pennsylvania and received a J.D. from UCLA Law School. Mr. Klein serves on the Board of Trustees of Saint John’s Health Center Foundation, the Board of Governors of Cedars Sinai Hospital, and the Board of Advisors of UCLA Law School.

Robert Bergmann

Portfolio Manager, Head of Private Equity

Robert Bergmann is a Portfolio Manager and the Head of Private Equity strategies at Beach Point Capital Management. Mr. Bergmann has more than 25 years of experience in the private equity industry and has worked closely with many public and private middle market companies over that period. Prior to Beach Point, he co-founded and served as Managing Partner of Bregal Partners, a $600 million private equity fund focused on investing in the consumer, food & beverage, healthcare and energy services industries. Before founding Bregal Partners, Mr. Bergmann served as a Senior Partner at Centre Partners and led the firm’s Los Angeles office. During his 20 years at Centre Partners, the firm invested over $3 billion in equity capital. Mr. Bergmann started his career in the Investment Banking group at Donaldson, Lufkin & Jenrette (DLJ). Mr. Bergmann received a bachelor’s degree in economics from the Wharton School of the University of Pennsylvania and an MBA from Harvard University.

Sinjin Bowron

Portfolio Manager, Head of Liquid Credit

Sinjin Bowron is a Portfolio Manager and the Head of Liquid Credit strategies, including the Senior Loan, High Yield Bond, and CLO platforms at Beach Point Capital Management. Mr. Bowron has been investing in high yield bonds and leveraged loans since 1999. Prior to Beach Point he was a Senior Vice President at Trust Company of the West (TCW) overseeing credit research across several industries in investment grade, high yield, and loans, as well as assisting in the launch of TCW’s CLO platform. He was also previously at PIMCO and Metropolitan West Asset Management, where he served as a credit analyst covering several sectors including Media, Technology, Healthcare, and Energy, among others. Mr. Bowron received a bachelor’s degree in History from Harvard University and an MBA from the University of Chicago where he specialized in Finance, Economics, and Financial Accounting.

Michael Haynes

Portfolio Manager, Head of Private Credit

Michael Haynes is a Portfolio Manager and the Head of Private Credit strategies at Beach Point Capital Management. Mr. Haynes, who has been in the finance industry since 1996, also serves the head of the firm’s New York office. Prior to Beach Point he was a Director at Post Advisory Group. Mr. Haynes was previously at Babcock & Brown where he was responsible for principal investing and advisory assignments involving debt and equity across a range of industries and asset types. Earlier, he was the Vice President & Treasurer of Sirius Satellite Radio, where he was responsible for raising capital, strategic planning, and investor relations. Mr. Haynes has also served as an Investment Banker at Merrill Lynch and Oppenheimer. He currently serves on the board of advisors of the Tufts University Athletics Department. Mr. Haynes received a bachelor’s degree from Tufts University.

Benjamin Hunsaker

Portfolio Manager, Head of Structured Credit

Benjamin Hunsaker is a Portfolio Manager and the Head of Structured Credit strategies at Beach Point Capital Management. Mr. Hunsaker has been in the industry since 2006. Prior to Beach Point, Mr. Hunsaker was a Portfolio Manager at Western Asset Management (WAMCO) where he was responsible for structured products. Prior to WAMCO, he was a Senior Analyst at Countrywide Securities Corporation in the structured finance and banking group responsible for securitizing ABS and MBS. Mr. Hunsaker is also a CFA Charterholder and GARP certified Financial Risk Manager. Mr. Hunsaker is the co-chairman of the board of directors for the non-profit organization Uncommon Good and serves on the Board of Advisors for the Financial Economics Institute at Claremont McKenna College. Mr. Hunsaker received a bachelor's degree in Economics and Accounting from Claremont McKenna College and an MBA from the Drucker School of Management.

Cesar Quebral

Chief Technology Officer

Cesar Quebral is the Chief Technology Officer of Beach Point Capital Management. In this role, he oversees all technology, information systems, software development, and information security efforts at the firm.  Mr. Quebral has been in the industry since 2000, and he has successfully led key technology initiatives including digital transformations, datacenter migrations, and Cloud infrastructure deployment. Prior to Beach Point, Mr. Quebral worked for Genesis Capital LLC where he served as the Chief Information Security Officer.  Mr. Quebral was the Director of Technology at Community Bank and worked at Western Asset Management (WAMCO) as a Technology Manager.  Mr. Quebral received a bachelor’s degree in Business Administration from Indiana Wesleyan University and an Executive MBA from Claremont Graduate University.

Shane Lanigan

Portfolio Manager, Head of European Growth Lending

Shane Lanigan is a Portfolio Manager and the Head of European Growth Lending at Beach Point Capital Management. Mr. Lanigan has been in the industry since 1993 with credit experience gained in insurance and banking. Prior to Beach Point he worked at BMS Finance for 10 years as a Portfolio Manager managing their direct lending sourcing, origination and credit operations in Ireland and the UK. Before BMS Finance he worked at Elgin Capital and was involved in sourcing, origination, trading and analysis of leveraged loan transactions for the Dalradian European CLO series of funds. He has also worked for several banks including The Fuji Bank (acquired by Mizuho) and Erste Bank within their credit, leveraged and acquisition finance departments. Mr. Lanigan received a bachelor’s degree in Commerce and a master’s degree in Business Studies from University College Dublin.

Allan Schweitzer

Portfolio Manager, Head of Multi-Asset Credit

Allan Schweitzer is a Portfolio Manager and the Head of Multi-Asset Credit strategies at Beach Point Capital Management. Mr. Schweitzer has been in the industry since 1993. Prior to Beach Point, he was the Chief Investment Officer and Senior Portfolio Manager at Post Advisory Group where he specialized in High Yield securities. He was previously a senior high yield analyst at Trust Company of the West (TCW) where he specialized in healthcare, media, and the telecommunications industries. In prior years, he was an emerging market corporate credit analyst at Putnam Investments where he also designed global fixed income risk models. He currently serves on the Curtis School Board of Trustees and the Washington University in St. Louis Olin Alumni Board. Mr. Schweitzer received a bachelor's degree in Business Administration from Washington University at St. Louis and his MBA from the University of Chicago with a concentration in Analytical Finance and International Economics.

Kathy Choi

Portfolio Manager

Kathy Choi is a Portfolio Manager focused on multi-asset credit mandates. Ms. Choi has been in the industry since 1991. Prior to Beach Point, she was a Managing Director at Post Advisory Group where she spent eight years focusing on a variety of high yield and distressed investments. She was previously a Senior Research Analyst for three years at DDJ Capital Management where she analyzed high yield and distressed investments. Ms. Choi has also worked at Salomon Brothers as an Associate in the High Yield Capital Markets group and as a Financial Analyst in the Mergers and Acquisitions group. Ms. Choi received a bachelor's degree in Economics from the Wharton School of the University of Pennsylvania and an MBA from Harvard University.

Kenneth Wolfe

Portfolio Manager

Kenneth Wolfe is a Portfolio Manager focused on focused on multi-asset credit mandates. Mr. Wolfe has been investing in high yield bonds and distressed credits since 1998. Prior to Beach Point, he was a Senior Investment Analyst at Post Advisory Group. Mr. Wolfe was previously a Research Analyst at Ares Management where he invested in bank debt, high yield and distressed investments, primarily in the automotive and industrial/manufacturing sectors. Earlier, he was an Analyst in the investment banking group at Jefferies & Company, where he worked on a variety of corporate finance transactions. Mr. Wolfe received a bachelor's degree in Economics with a dual concentration in Finance and Accounting from the Wharton School of the University of Pennsylvania.

Jared Work

Portfolio Manager

Jared Work is a Portfolio Manager focused on structured products. Mr. Work has been in the industry since 2004. Prior to Beach Point, Mr. Work was a Portfolio Manager at Balyasny Asset Management where he focused on Agency MBS and REITs. Prior to Balyasny Asset Management, he was a Portfolio Manager and Chief Risk Officer of Seer Capital Management. Mr. Work graduated magna cum laude with a Bachelor of Science in Economics with a concentration in Finance from the Wharton School at the University of Pennsylvania.

Bridget Bartlett

Portfolio Strategist

Bridget Bartlett is a Portfolio Strategist at Beach Point Capital Management. Ms. Bartlett has been in the industry since 2010. Prior to Beach Point, she spent over a decade at Goldman Sachs in the Fixed Income, Global Investment Research, and Investment Management Divisions with a focus on credit market research and cross-asset strategy. Ms. Bartlett also previously served as the Head of ESG and Impact investing for the Private Wealth division at Goldman Sachs. Ms. Bartlett graduated summa cum laude with a bachelor’s degree from Princeton University in the Princeton School of Public and International Affairs.

Andrew Chen

Portfolio Manager, Head of Real Estate Investments

Andrew Chen is a Portfolio Manager and the Head of Real Estate Investments for Beach Point Capital Management. In his role, he is dedicated to private commercial and residential real estate investing. Mr. Chen has been in the real estate finance industry since 2006. Prior to Beach Point, he was a Portfolio Manager at the Abu Dhabi Investment Authority (ADIA), where he helped lead all aspects of U.S. commercial real estate equity and debt investing for the world’s largest institutional real estate investor. At ADIA, Mr. Chen was responsible for investing $3.9 billion of equity across 47 distinct transactions. Prior to ADIA, Mr. Chen worked at Lehman Brothers Real Estate Partners, where he focused on evaluating and executing opportunistic real estate equity investments. Prior to this, he was a member of Merrill Lynch’s Global Real Estate Investment Banking Group. Mr. Chen received a bachelor’s degree from the Walsh School of Foreign Service at Georgetown University and is a CFA charterholder.

Joseph Fabiani

Managing Director, Head of Restructuring

Joseph Fabiani is a Managing Director and the Head of Restructuring at Beach Point Capital Management. In this role, Mr. Fabiani leads the debt restructuring and legal research function for the investment team. He has been working in the distressed debt industry since 2007. He previously practiced law as a bankruptcy and restructuring attorney at Latham & Watkins LLP. Mr. Fabiani received a bachelor’s degree in Economics from the University of Pennsylvania, where he graduated summa cum laude, and a J.D. from Harvard University.

Niraj Patel

Managing Director, Head of European Credit

Niraj Patel is a Managing Director and the Head of European Credit at Beach Point Capital Management. In his role, he is focused on sourcing new investment opportunities and performing fundamental research and company analysis across Europe. Mr. Patel has been in the industry since 2006. Prior to Beach Point, Mr. Patel was Vice President at MatlinPatterson Global Advisers, both in London and New York, where he focused on distressed and special situation investments across a variety of sectors. He was previously at Merrill Lynch in its investment banking division. Mr. Patel received a bachelor’s degree in Natural Sciences from Cambridge University.  

Tahar Betbout

Managing Director, Senior Trader

Tahar Betbout is a Managing Director and Senior Trader dedicated to helping execute market transactions. Mr. Betbout has been in the industry since 2011. Prior to Beach Point, Mr. Betbout worked at Crescent Capital Group and Barclay Investments in a similar capacity. Mr. Betbout graduated magna cum laude from the University of South Carolina with a double major in International Business and Marketing and a minor in French.

Alan Chao

Quantitative Analyst

Alan Chao is a Quantitative Analyst focused on structured product investments. Mr. Chao has been in the industry since 2004. Prior to Beach Point, Mr. Chao was an Associate at Credit Suisse in New York focusing on securitized product structuring and collateral analysis. Prior to Credit Suisse, he was a Vice President at Mortgage Industry Advisory Corp (MIAC) in the capital markets group. Prior to MIAC, he was a Portfolio Analyst at EverBank Financial. Mr. Chao is a CFA Charterholder and received a bachelor’s degree in Business Administration from National Taipei University as well as a master’s degree in Finance from the University of Florida.

Hubert Chu

Managing Director

Hubert Chu is a Managing Director focused on sourcing new investment opportunities and performing fundamental research and company analysis. Mr. Chu has been in the industry since 2005. Prior to Beach Point, he was a Vice President at Goldman Sachs Asset Management in Singapore, where he focused on credit investments in Asia. He was previously an Associate at General Atlantic, where he worked on private equity investments across a variety of sectors. Mr. Chu has also held roles in Technology Mergers and Acquisitions at UBS Investment Bank and as an engineer at NASA’s Jet Propulsion Laboratory. Mr. Chu received a bachelor’s degree in Electrical Engineering from Stanford University and an MBA from the Wharton School of the University of Pennsylvania.

Daniel Gurvich

Managing Director

Daniel Gurvich is a Managing Director focused on sourcing new investment opportunities and performing fundamental research and company analysis. Mr. Gurvich has been in the industry since 2012. Prior to Beach Point, he was an Associate in Investment Banking at Credit Suisse. Mr. Gurvich received a bachelor’s degree from the University of Michigan’s Ross School of Business.

Evan Klebe

Managing Director

Evan Klebe is a Managing Director focused on private equity and special situation investing. Mr. Klebe has been in the industry since 2003 and has worked closely with many companies across a broad spectrum of industries over that period. Prior to Beach Point, Mr. Klebe was a Principal at Lindsay Goldberg, a New York-based private equity fund managing over $10 billion in equity capital. He previously also worked at 3i Group and Morgan Stanley. Mr. Klebe received a bachelor’s degree in economics from Harvard University and an MBA from The Wharton School at the University of Pennsylvania.

Bordon Lai

Managing Director

Bordon Lai is a Managing Director focused on private equity and special situation investing. Mr. Lai has been in the industry since 2002 and was previously at Quilvest Private Equity, a global multi-family office with $5B of AUM. Prior to Quilvest, he worked at Pegasus Capital Advisors and Vision Capital, where he invested under a flexible mandate in opportunistic investments in the middle market. He started out his career as an investment banking analyst at Wachovia Securities and Credit Suisse First Boston. Mr. Lai received a bachelor’s degree from Georgetown University and an MBA from the Wharton School of University of Pennsylvania.

William Lynch

Managing Director, Senior Trader

William Lynch is a Managing Director and Senior Trader focused on managing trading relationships and executing market transactions. Mr. Lynch has been in the industry since 2000. Prior to Beach Point, he was as a Trader at Post Advisory Group. Mr. Lynch previously worked at JPMorgan Chase where he supported fixed income trading desks in a revenue control function. Mr. Lynch received a bachelor's degree from the University of Delaware.

Lawrence Sadaka

Portfolio Manager

Lawrence Sadaka is a Portfolio Manager focused on multi-asset credit mandates. Mr. Sadaka has been in the industry since 2005. Prior to Beach Point, Mr. Sadaka worked at Goldman Sachs in their Investment Banking and Fixed Income divisions. Mr. Sadaka received a bachelor’s degree in Philosophy and Economics from Washington University in St. Louis and an MBA from Harvard Business School.

David Seay

Managing Director, Senior Trader

David Seay is a Managing Director and Senior Trader focused on managing trading relationships and executing market transactions. Mr. Seay has been trading fixed income securities since 1999. Prior to Beach Point, Mr. Seay was a Director of U.S. High Yield Corporate Bond Trading at UBS Securities LLC where he has held various Director of Corporate Bond Trading positions. He previously was an Associate Vice President of Corporate Bond Trading at PPM America, Inc. Mr. Seay graduated, with honors, from Principia College where he received a bachelor’s degree with dual concentrations in International Relations and Economics and a minor in Asian Studies.

Patrick Sheffield

Managing Director

Patrick Sheffield is a Managing Director focused on sourcing new investment opportunities and performing fundamental research and company analysis. Mr. Sheffield has been in the industry since 2005. Prior to Beach Point, Mr. Sheffield was at Kohlberg Kravis Roberts & Co. (KKR), where he worked on Retail and Infrastructure private equity investments. He also worked in the Mergers and Acquisitions group at Morgan Stanley. Mr. Sheffield received a bachelor’s degree in economics, cum laude, from Harvard University and an MBA from Stanford Graduate School of Business.

Christopher Su

Managing Director

Christopher Su is a Managing Director focused on sourcing new investment opportunities and performing fundamental research and company analysis. Mr. Su has been in the industry since 2005. Prior to Beach Point, he was an investment analyst at Tiger Legatus, a long/short Tiger fund in New York, where he worked on public equity investments across a variety of sectors. He was previously a high yield desk analyst at Credit Suisse, where he focused on the healthcare, IPP, and utilities sectors. Mr. Su received a bachelor’s degree in engineering and an MBA in finance from Columbia University.

Elizabeth Wegener

Managing Director

Elizabeth Wegener is a Managing Director focused on sourcing new investment opportunities and performing fundamental research and company analysis. Ms. Wegener has been in the industry since 2008. Prior to Beach Point, she was at PIMCO where she focused on credit investments. Previously, she worked at Citigroup’s Investment Banking Division doing M&A and capital raising assignments for Media and Telecom clients. Ms. Wegener holds a bachelor’s degree in Economics from Dartmouth and an MBA from the Wharton School.

Jenny Zhan

Managing Director

Jenny Zhan is a Managing Director focused on sourcing new investment opportunities and performing fundamental research and company analysis. Ms. Zhan has been in the industry since 2010. Prior to Beach Point, Ms. Zhan worked at Kohlberg Kravis Roberts & Co. (KKR) in San Francisco where she focused on credit investments in the Healthcare and Education sectors. She also was an investment banking analyst at UBS in the Leveraged Finance group in New York. Ms. Zhan is a CFA Charterholder and received dual bachelor’s degrees in Economics and International studies from the Wharton School and the College of Arts and Sciences of the University of Pennsylvania, where she graduated magna cum laude.

Conor D’Alton

Senior Vice President

Conor D’Alton is a Senior Vice President focused on structured product investments and sourcing commercial real estate loan opportunities. Mr. D’Alton has been in the industry since 2004. Prior to Beach Point, Mr. D’Alton was a Vice President at Credit Suisse in New York where he originated commercial real estate balance sheet and CMBS loans. Prior to Credit Suisse, he worked at Macquarie in CMBS/CRE capital markets and at Barclays in securitized product sales. He previously worked at Anglo Irish Bank in New York where he originated and asset managed transitional balance sheet loans across all commercial real estate asset classes. Mr. D’Alton received a bachelor’s degree in Economics from Rollins College and an MBA from the University of Michigan’s Ross School of Business.

Gabriel Fineberg

Managing Director

Gabriel Fineberg is a Managing Director focused on sourcing new investment opportunities and performing fundamental research and company analysis.  Mr. Fineberg has been in the industry since 2015. Prior to Beach Point, he was an Analyst in the Restructuring and Debt Advisory Group at Evercore.  Mr. Fineberg received a bachelor’s degree in Economics and History from the University of Pennsylvania, where he graduated summa cum laude.

Bryan Kurnoff

Managing Director

Bryan Kurnoff is a Managing Director focused on sourcing new investment opportunities and performing fundamental research and company analysis. Mr. Kurnoff has been in the industry since 2011. Prior to Beach Point, Mr. Kurnoff served as an Associate at Oaktree Capital. Before Oaktree, he was an investment banker at Moelis & Company focusing on mergers and acquisitions. Mr. Kurnoff received a bachelor’s degree in Business Economics from the University of California, Los Angeles, where he graduated magna cum laude.

LaDonna Neuhaus

Senior Vice President

LaDonna Neuhaus is a Senior Vice President focused on investment strategy in securitized credit. Ms. Neuhaus has been in the industry since 1998, focused on portfolio strategy for insurance companies and balance sheet clients. She also has experience working in portfolio management at both insurance companies as well as asset management firms. Prior to Beach Point, Ms. Neuhaus worked at CNO Financial Group, Goldman Sachs Asset Management, and Fidelity & Guaranty Life. Ms. Neuhaus is a CFA Charterholder and received a bachelor’s degree in Economics & Finance from Eureka College.

Jamie Park

Senior Vice President

Jamie Park is a Senior Vice President focused on sourcing new investment opportunities and performing fundamental research and company analysis. Prior to Beach Point, she was an Analyst at Post Advisory Group and a Credit Research Analyst at AIG Global Investment Group (AIGGIG). Her primary responsibilities at AIGGIG included analyzing and monitoring credits in the global telecommunications, cable/satellite, and broadcasting industries. She previously worked at Comerica Bank as a credit analyst and with AIG SunAmerica as a Financial Analyst. Ms. Park has passed all four parts of the CPA exam. Ms. Park received a bachelor’s degree from UCLA.

Jordan Sauer

Senior Vice President

Jordan Sauer is a Senior Vice President focused on legal and covenant analysis as well as restructurings across the firm’s global investment strategies. Mr. Sauer has been in the industry since 2014. Prior to Beach Point, he practiced law in the Restructuring and Finance Group at Wachtell, Lipton, Rosen & Katz. Mr. Sauer holds a bachelor’s degree with distinction in Political Science from Yale University and a J.D. from Harvard Law School, where he graduated magna cum laude.

C.J. Foster

Director

C.J. Foster is a Director focused on sourcing new investment opportunities and performing fundamental research and company analysis. Mr. Foster has been in the high yield credit industry since 2003. Prior to Beach Point, he was an investment analyst at Squarepoint Capital where he co-led the buildout of its discretionary corporate credit strategy. Earlier, at Oak Hill Advisors, he served as a Managing Director where he was responsible for credit investing across a range of products including performing, distressed, public, and private credit opportunities. He also worked at Post Advisory Group as a Senior Analyst, Bear Stearns as a Vice President in the High Yield Research group, and Prudential Investment Management as a Fixed Income Research Analyst. Mr. Foster received a bachelor's degree in Finance from Rutgers University and is a CFA Charterholder.

Shin Bowers

Senior Vice President

Shin Bowers is a Senior Vice President focused on commercial and residential real estate investing, and has been in the industry since 2010. Prior to Beach Point, Mr. Bowers was a Director at 3650 REIT where he focused on commercial real estate credit investments. He started his career at Fortress Investment Group where he focused on opportunistic real estate-related debt and asset acquisitions in Japan and was an analyst in the Fixed Income Division at Morgan Stanley. Mr. Bowers is a CFA Charterholder and received a bachelor’s degree with honors in Chemical Engineering from Brown University, in addition to an MBA from the Wharton School of the University of Pennsylvania.

Tony Cardona

Senior Vice President

Tony Cardona is a Senior Vice President focused on structured products and REIT investment opportunities. Mr. Cardona has been in the industry since 2009. Prior to Beach Point, Mr. Cardona was a Portfolio Manager at the Employee Retirement System of Texas where he was responsible for Equity REIT & PropTech investments. Prior to ERS of Texas, he worked at Avondale Partners as an Equity Research Associate focused on the Healthcare Services, Equity REITs, and Healthcare IT sectors. He previously worked at Citigroup in New York where he worked on the Equity Capital Markets syndicate and origination desks. Mr. Cardona received a bachelor’s degree from Cornell University.

Palmer Leff

Vice President

Palmer Leff is a Vice President focusing on private commercial and residential real estate investing. Mr. Leff has been in the industry since 2012. Prior to Beach Point, Mr. Leff worked at Artemis Real Estate Partners where he focused on opportunistic and value-add acquisitions and development. Before Artemis he worked at Cerberus Capital Management and Sculptor Capital Management. Mr. Leff holds a bachelor’s degree in Economics-Mathematics from Columbia University.

Richard Huang

Senior Vice President

Richard Huang is a Senior Vice President focused on securitized credit. Mr. Huang has been in the industry since 2007. Prior to Beach Point, Mr. Huang was a Manager at State Street, where he was responsible for overseeing trade management and settlements for fixed-income products. Mr. Huang received a bachelor’s degree from the University of California, Irvine.

Khoa Tran

Vice President

Khoa Tran is a Vice President focusing on securitized product structuring and collateral analysis. Mr. Tran was previously an Accounting Manager at Beach Point Capital Management. Prior to Beach Point, Mr. Tran worked at Productivity Advisors, a software consulting firm, implementing web-based applications and designing marketing materials for clients across various industries. Mr. Tran received a bachelor's degree from the University of California, Los Angeles.

Jacob Weiner

Vice President

Jacob Weiner is a Vice President focused on legal and covenant analysis as well as restructurings across the firm’s global investment strategies. Mr. Weiner has been in the industry since 2015. Prior to Beach Point, Mr. Weiner practiced law in the Restructuring Group at Davis Polk & Wardwell LLP, where he represented creditors, debtors and other strategic parties in bankruptcies, liability management transactions, and other financing transactions. Mr. Weiner received a bachelor’s degree, magna cum laude, from Emory University and a J.D. from the University of Pennsylvania Law School, where he also graduated magna cum laude.

John Quintanar

Managing Director

John Quintanar is a Managing Director at Beach Point Capital Management. Mr. Quintanar has been with the team for over a decade and focuses on all client activities and business development efforts at the firm. He has been in the industry since 1999. Prior to Beach Point, he was the Director of Development and Government Relations at the Milken Institute. Prior to that, Mr. Quintanar served as Staff Director for United States House of Representatives member Grace F. Napolitano. Mr. Quintanar received a bachelor's degree from Whittier College.

Glen Abbott

Managing Director

Glen Abbott is a Managing Director at Beach Point Capital Management. Mr. Abbott has been in the industry since 2002. Prior to Beach Point, Glen was a Managing Director at Cerberus Capital Management for 14 years. Before Cerberus, Glen was at Bear Stearns & Co. where he served in several roles in the Mortgage Securities Sales and Trading division. Mr. Abbott received a bachelor’s degree in Finance from Tulane University.

Cherie Alcoff

Managing Director

Cherie Alcoff is a Managing Director at Beach Point Capital Management. Ms. Alcoff has been in the industry since 1997. Prior to Beach Point, Cherie was a Senior Managing Director at Avenue Capital Group for 17 years. Before Avenue, Cherie was at Cyrus Capital Partners and Davidson Kempner Partners. Cherie began her career at Goldman Sachs in the Investment Banking analyst program. Ms. Alcoff received a bachelor’s degree in Political Science from Colgate University.

Samantha Levenstein

Managing Director

Samantha Levenstein is a Managing Director at Beach Point Capital Management. Ms. Levenstein has been in the industry since 2009 focusing on helping institutional investors build out their hedge fund, private credit and opportunistic programs, as well as business development. Prior to Beach Point, she spent 9 years with Aksia LLC, where she sourced and managed the firm’s prospective and existing client relationships. Ms. Levenstein received a bachelor's degree from the University of Florida’s College of Journalism and Communications and a J.D. from New York Law School. She is a member of the Milken Institute's Young Leaders Circle, a Founding Steering Committee Member for the Women’s Alternative Investment Forum, and serves on the Board for the nonprofit organization, Chick Mission.

Joel Karsch

Managing Director

Joel Karsch is a Managing Director at Beach Point Capital Management. Mr. Karsch has been in the industry since 1993. Prior to Beach Point, he was a Senior Client Portfolio Manager at Aberdeen Asset Management. Before Aberdeen, Mr. Karsch was a Portfolio Manager at Deutsche Asset Management and Morgan Grenfell focusing on investments in residential, commercial and asset-backed securities. Mr. Karsch received a bachelor’s degree from the University of Pennsylvania and an MBA from Temple University.

Ian Griffiths

Director

Ian Griffiths is a Director at Beach Point Capital Management. Mr. Griffiths has been in the industry since 1999. Prior to Beach Point, Mr. Griffiths was a Senior Investment Manager to Lloyds Bank Pension Trust and the Royal Mail Pension Plan, advising on all pension scheme investment matters to their respective Investment and Funding Committees. Mr. Griffiths was also an Investment Consultant for Mercer, Aon Hewitt and Deloitte where he advised trustees and sponsors on the full range of investment opportunities and liability management. Mr. Griffiths has been a CFA Charterholder since 2004 and received a bachelor’s degree in Economics from the University of Wales, Bangor.