Our People

Collaborative, Experienced, and Results-Driven

Led by an experienced leadership team with an average of more than 20 years of industry experience, our team of 250+ professionals is one of our greatest assets.

Team Directory

Name
Title
Focus
Locations

Lindsay Abrams

Head of Human Resources

Business Services

Chicago

Head of Human Resources

Lindsay Abrams

Head of Human Resources

Business Services

Chicago

Dante Arciero

Director

Private Credit

Chicago

Dante Arciero

Director

Private Credit

Chicago

Nick Assini

Vice President

Private Equity

New York

Nick Assini

Vice President

Private Equity

New York

Kevin Bolash

Managing Director

Private Credit

Chicago

Prior Experience
  • Ernst & Young Corporate Finance, LLC
Academic
  • Washington University, BS
Special Assets

Kevin Bolash

Managing Director

Private Credit

Chicago

Kevin is a member of the Private Credit team. He leads the Special Assets group, focusing on restructurings and time-intensive investments. Kevin joined Apogem Capital from Madison Capital, where he has worked since 2004. He began his career in the financial services industry in 1997.

Prior Experience
  • Ernst & Young Corporate Finance, LLC
Academic
  • Washington University, BS

Brendan Bostock

Assistant Vice President

Business Development & Investor Relations

Richmond

Brendan Bostock

Assistant Vice President

Business Development & Investor Relations

Richmond

Daniel Brazier

Managing Director

Private Credit

Chicago

Prior Experience
  • Antares Capital
  • GE Capital
Academic
  • Quinlan School of Business at Loyola University Chicago, MBA
  • John Carroll University, BS
Direct Lending

Daniel Brazier

Managing Director

Private Credit

Chicago

Daniel is a member of the Private Credit team. He focuses on developing and maintaining relationships with lenders as well as structuring and syndicating transactions originated and led by the firm. Daniel joined Apogem Capital from Madison Capital, where he has worked since 2015. He began his career in the financial services industry in 2001.

Prior Experience
  • Antares Capital
  • GE Capital
Academic
  • Quinlan School of Business at Loyola University Chicago, MBA
  • John Carroll University, BS

Frank Byrne

Director

Private Credit

Chicago

Frank Byrne

Director

Private Credit

Chicago

Chaz Cocuzza

Managing Director

Private Equity

New York

Prior Experience
  • Tetra Impact Partners
Academic
  • Rutgers University School of Business, BS
Funds & Co-investments

Chaz Cocuzza

Managing Director

Private Equity

New York

Chaz is a member of the Private Equity team. He focuses on private equity fund investing and co-investing and is involved in all aspects of private equity investment sourcing, due diligence, and monitoring. Chaz joined Apogem Capital from GoldPoint Partners, where he worked from 2005-2021 prior to rejoining in 2022. He began his career in the financial services industry in 2003.

Prior Experience
  • Tetra Impact Partners
Academic
  • Rutgers University School of Business, BS

Rich Craybas

Managing Director

Private Credit

New York

Prior Experience
  • Macquarie Group
  • Medley Management Inc.
  • PanAmerican Capital Partners
  • GE Capital
Academic
  • Columbia Business School, MBA
  • Penn State University, BS
Sponsor Coverage

Rich Craybas

Managing Director

Private Credit

New York

Rich is a member of the Sponsor Coverage team. He is responsible for sponsor relationship management, new business origination, and structuring and execution of transactions within the general industries vertical. Rich joined Apogem Capital in 2022. He began his career in the financial services industry in 2002.

Prior Experience
  • Macquarie Group
  • Medley Management Inc.
  • PanAmerican Capital Partners
  • GE Capital
Academic
  • Columbia Business School, MBA
  • Penn State University, BS

Timothy Day

Director

Private Credit

Chicago

Timothy Day

Director

Private Credit

Chicago

Ben Donohue

Director

Business Services

Richmond

Ben Donohue

Director

Business Services

Richmond

Emily Doron

Vice President

Business Development & Investor Relations

Chicago

Emily Doron

Vice President

Business Development & Investor Relations

Chicago

Rob Douglass

Chief Credit Officer

Private Credit

Chicago

Prior Experience
  • Ernst & Young LLP
Academic
  • University of Texas at Austin, BBA
Affiliations
  • CPA
Chief Credit Officer

Rob Douglass

Managing Director

Private Credit

Chicago

Rob is a member of the Private Credit team. He is the Chief Credit Officer for Apogem, overseeing credit underwriting, portfolio management, portfolio risk, and special assets. Rob joined Apogem Capital from Madison Capital, where he has worked since 2004. He began his career in the financial services industry in 2002.

Prior Experience
  • Ernst & Young LLP
Academic
  • University of Texas at Austin, BBA
Affiliations
  • CPA

Craig Dugan

Director

Private Credit

Chicago

Craig Dugan

Director

Private Credit

Chicago

Richard Eddison

Director

Private Equity

New York

Richard Eddison

Director

Private Equity

New York

David Fann

Head of Business Development & Investor Relations

Executive Leadership

New York

Prior Experience
  • Aksia LLC
  • TorreyCove Capital Partners
  • PCG Asset Management
Academic
  • Stanford University, BAS
Affiliations
  • Advisory Board for the Association of Asian American Investment Managers
  • Advisory board for the Robert H. Toigo Foundation
  • FINRA Series 7
Head of Business Development & Investor Relations

David Fann

Vice Chairman, Senior Managing Director

Business Development & Investor Relations

New York

David is head of Business Development and Investor Relations for Apogem Capital. He is focused on new business and product development, as well as existing client and consultant relationships globally. David joined Apogem Capital in 2022. He began his career in the financial services industry in 1986.

Prior Experience
  • Aksia LLC
  • TorreyCove Capital Partners
  • PCG Asset Management
Academic
  • Stanford University, BAS
Affiliations
  • Advisory Board for the Association of Asian American Investment Managers
  • Advisory board for the Robert H. Toigo Foundation
  • FINRA Series 7

Ian Flatt

Director

Business Development & Investor Relations

Richmond

Ian Flatt

Director

Business Development & Investor Relations

Richmond

Ken Foskett

Vice President

Private Equity

New York

Ken Foskett

Vice President

Private Equity

New York

John Grady

Chief Financial Officer & Chief Operating Officer

Executive Leadership

New York

Prior Experience
  • New York Life Investment Management
  • Old Mutual Asset Management
  • Natixis Global Asset Management
Academic
  • Boston University, MBA
  • Providence College, BS
Chief Financial Officer & Chief Operating Officer

John Grady

Senior Managing Director

Business Services

New York

John is the Chief Financial Officer and Chief Operating Officer of Apogem Capital and oversees all aspects of finance and operations. John joined Apogem from New York Life Investment Management (“NYLIM”) where he was Chief Administrative Officer. Prior to that, John was the Chief Financial Officer for NYLIM with responsibility for finance, mergers and acquisitions, technology, and risk management functions. John began his career in the financial services industry in 1999.

 

Prior Experience
  • New York Life Investment Management
  • Old Mutual Asset Management
  • Natixis Global Asset Management
Academic
  • Boston University, MBA
  • Providence College, BS

Matthew Graves

Managing Director

Private Credit

Chicago

Prior Experience
  • Maranon Capital
  • Mariner Private Equity
  • M&I Bank
Academic
  • Washington University – Olin School of Business, MBA
  • University of Missouri-Columbia, BA
Affiliations
  • CFA
Credit Underwriting

Matthew Graves

Managing Director

Private Credit

Chicago

Matt is a member of the Private Credit team. He is responsible for credit portfolio management, including evaluating and monitoring performance of the firm’s direct lending portfolio. Matt joined Apogem Capital from Madison Capital, where he has worked since 2014. He began his career in the financial services industry in 2004.

Prior Experience
  • Maranon Capital
  • Mariner Private Equity
  • M&I Bank
Academic
  • Washington University – Olin School of Business, MBA
  • University of Missouri-Columbia, BA
Affiliations
  • CFA

Mike Griech

Managing Director

Private Equity

Cleveland

Prior Experience
  • Cuyahoga Capital Partners
  • KCC Management LLC
  • Key Principal Partners
  • Arthur Andersen L.L.P.
Academic
  • Ohio State University, BSBA
Affiliations
  • FINRA Series 7, 63
Secondaries

Mike Griech

Managing Director

Private Equity

Cleveland

Mike is a member of the Private Equity team. He focuses on private equity secondary investing and is involved in all aspects of investment sourcing, due diligence, and monitoring. Mike joined Apogem Capital from PA Capital, where he has worked since 2012. He began his career in the financial services industry in 1999.

Prior Experience
  • Cuyahoga Capital Partners
  • KCC Management LLC
  • Key Principal Partners
  • Arthur Andersen L.L.P.
Academic
  • Ohio State University, BSBA
Affiliations
  • FINRA Series 7, 63

Jared Halajian

Managing Director

Private Credit

Chicago

Prior Experience
  • Huntington Bank
Academic
  • University of Michigan, BA
Direct Lending

Jared Halajian

Managing Director

Private Credit

Chicago

Jared is a member of the Private Credit team. He focuses on developing and maintaining relationships with lenders as well as structuring and syndicating transactions originated and led by the firm. Jared joined Apogem Capital from Madison Capital, where he has worked since 2005. He began his career in the financial services industry in 2004.

Prior Experience
  • Huntington Bank
Academic
  • University of Michigan, BA

Zaeem Haroon

Vice President

Private Credit

Chicago

Zaeem Haroon

Vice President

Private Credit

Chicago

Eric Hartung

Managing Director

Private Credit

Chicago

Prior Experience
  • Capital One
  • GE Capital
Academic
  • University of Chicago Booth School of Business, MBA
  • University of Wisconsin, BS
Sponsor Coverage

Eric Hartung

Managing Director

Private Credit

Chicago

Eric is a member of the Sponsor Coverage team. He is responsible for relationship management and new business origination with a focus on the healthcare industry. Eric joined Apogem Capital from Madison Capital, where he has worked since 2019. He began his career in the financial services industry in 1998.

Prior Experience
  • Capital One
  • GE Capital
Academic
  • University of Chicago Booth School of Business, MBA
  • University of Wisconsin, BS

Rana Hira

Managing Director

Private Credit

New York

Prior Experience
  • New York Life Insurance
  • Goldman Sachs
  • Robinson, Bradshaw & Hinson, P.A.
  • Cleary Gottlieb Steen & Hamilton LLP
  • Clifford Chance US LLP
Academic
  • University of Chicago Law School, JD
  • Amherst College, BA
Direct Lending

Rana Hira

Managing Director

Private Credit

New York

Rana is a member of the private credit team and Chief Administrative Officer, assisting in the formulation and execution of the Direct Lending strategy. Rana joined Apogem Capital from Madison Capital, where he has worked since 2019. He began his career in the financial services industry in 2005.

Prior Experience
  • New York Life Insurance
  • Goldman Sachs
  • Robinson, Bradshaw & Hinson, P.A.
  • Cleary Gottlieb Steen & Hamilton LLP
  • Clifford Chance US LLP
Academic
  • University of Chicago Law School, JD
  • Amherst College, BA

John Hoppe

Director

Private Credit

Chicago

John Hoppe

Director

Private Credit

Chicago

Jesal Jobalia

Managing Director

Private Credit

Chicago

Prior Experience
  • Golub Capital
  • Fifth Third Bank
  • CapitalSource Finance
  • Midwest Mezzanine Funds
  • Zayo Communications
Academic
  • University of Chicago Booth School of Business, MBA
  • University of Illinois at Urbana-Champaign, BS
Sponsor Coverage

Jesal Jobalia

Managing Director

Private Credit

Chicago

Jesal is a member of the Sponsor Coverage team. He is responsible for relationship management and new business origination for general industries. Jesal joined Apogem Capital from Madison Capital, where he has worked since 2016. He began his career in the financial services industry in 2003.

Prior Experience
  • Golub Capital
  • Fifth Third Bank
  • CapitalSource Finance
  • Midwest Mezzanine Funds
  • Zayo Communications
Academic
  • University of Chicago Booth School of Business, MBA
  • University of Illinois at Urbana-Champaign, BS

Jeff Karczynski

Director

Private Credit

Chicago

Jeff Karczynski

Director

Private Credit

Chicago

Tim Kellen

Vice President

Private Credit

Chicago

Tim Kellen

Vice President

Private Credit

Chicago

David Kelly

Director

Private Credit

Chicago

David Kelly

Director

Private Credit

Chicago

Bill Kindorf

Co-Head of Sponsor Coverage

Private Credit

Chicago

Prior Experience
  • First Mercury Financial Corp.
  • Cochran, Caronia & Co.
Academic
  • University of Illinois at Urbana-Champaign, BS
Affiliations
  • CFA
  • CPCU
Co-Head of Sponsor Coverage

Bill Kindorf

Managing Director

Private Credit

Chicago

Bill is Co-Head of Sponsor Coverage, overseeing sponsor relationships and new business origination for Apogem’s private credit business. He is primarily focused on insurance and financial services and software and technologies industries. Bill joined Apogem Capital from Madison Capital, where he has worked since 2003. He began his career in the financial services industry in 2000.

Prior Experience
  • First Mercury Financial Corp.
  • Cochran, Caronia & Co.
Academic
  • University of Illinois at Urbana-Champaign, BS
Affiliations
  • CFA
  • CPCU

Seung Hyun Ko

Vice President

Private Equity

Richmond

Seung Hyun Ko

Vice President

Private Equity

Richmond

Patrick Koehl

Managing Director

Private Credit

Chicago

Prior Experience
  • NXT Capital
  • GE Antares
  • Merrill Lynch
Academic
  • Saint Francis University, BS
Credit Underwriting

Patrick Koehl

Managing Director

Private Credit

Chicago

Patrick is a member of the Private Credit team. He is responsible for credit portfolio management, including evaluating and monitoring performance of the firm’s direct lending portfolio. Patrick joined Apogem Capital from Madison Capital, where he has worked since 2018. He began his career in the financial services industry in 2000.

Prior Experience
  • NXT Capital
  • GE Antares
  • Merrill Lynch
Academic
  • Saint Francis University, BS

Curtis Krumreich

Director

Private Credit

Chicago

Curtis Krumreich

Director

Private Credit

Chicago

Mary LaRocco

Vice President

Private Equity

Cleveland

Mary LaRocco

Vice President

Private Equity

Cleveland

Juliet Lazar

Vice President

Business Development & Investor Relations

New York

Juliet Lazar

Vice President

Business Development & Investor Relations

New York

Todd Leedy

Director

Private Equity

Austin

Todd Leedy

Director

Private Equity

Austin

Henry Lehmann

Head of Fund Administration

Business Services

New York

Prior Experience
  • BISYS Alternative Investment Services
  • Goldman Sachs
Academic
  • Pace University’s Lubin School of Business, BBA
Affiliations
  • CPA
Head of Fund Administration

Henry Lehmann

Managing Director

Business Services

New York

Henry is the Head of Fund Administration for Apogem Capital, focusing on fund accounting and finance for the firm’s Private Equity and Private Credit strategies. Henry joined Apogem Capital from GoldPoint Partners, where he has worked since 2005. He began his career in the financial services industry in 1997.

Prior Experience
  • BISYS Alternative Investment Services
  • Goldman Sachs
Academic
  • Pace University’s Lubin School of Business, BBA
Affiliations
  • CPA

Zac McCarroll

Managing Director

Private Equity

Austin

Prior Experience
  • University of Texas Investment Management Company
  • Q Investments
  • Enron Corp.
Academic
  • Wharton School at the University of Pennsylvania, MBA
  • University of Texas, BBA
Affiliations
  • CFA
  • FINRA Series 7, 63
Private Real Assets

Zac McCarroll

Managing Director

Private Equity

Austin

Zac leads the Private Real Assets strategy, overseeing fund investments, direct co-investments, and secondaries. He is involved in all aspects of investment sourcing, due diligence, and monitoring for private natural resources and infrastructure investments. Zac joined Apogem Capital from PA Capital, where he has worked since 2014. He began his career in the financial services industry in 1998.

Prior Experience
  • University of Texas Investment Management Company
  • Q Investments
  • Enron Corp.
Academic
  • Wharton School at the University of Pennsylvania, MBA
  • University of Texas, BBA
Affiliations
  • CFA
  • FINRA Series 7, 63

Sunil Mehta

Co-Head of Sponsor Coverage

Private Credit

Chicago

Prior Experience
  • Raymond James
  • JPMorgan Chase
Education
  • University of Chicago Booth School of Business, MBA
  • Drake University, BSBA
Co-Head of Sponsor Coverage

Sunil Mehta

Managing Director

Private Credit

Chicago

Sunil is Co-Head of Sponsor Coverage, overseeing sponsor relationships and new business origination for Apogem’s private credit business. He is primarily focused on deals within the general industries vertical. Sunil joined Apogem Capital from Madison Capital, where he has worked since 2005. He began his career in the financial services industry in 1999.

Prior Experience
  • Raymond James
  • JPMorgan Chase
Education
  • University of Chicago Booth School of Business, MBA
  • Drake University, BSBA

Tyler Mercer

Director

Private Credit

Chicago

Tyler Mercer

Director

Private Credit

Chicago

Marcus Meyer

Managing Director

Private Credit

New York

Prior Experience
  • NXT Capital
  • GE Antares
  • Merrill Lynch Capital
Academic
  • New York University Stern School of Business, MBA
  • University of Wisconsin Madison, BS
Sponsor Coverage

Marcus Meyer

Managing Director

Private Credit

New York

Marcus is a member of the Sponsor Coverage team. He leads sponsor relationship management and new business origination within the general industries vertical for Apogem’s private credit business. Marcus joined Apogem Capital from Madison Capital, where he has worked since 2016. He began his career in the financial services industry in 2002.

Prior Experience
  • NXT Capital
  • GE Antares
  • Merrill Lynch Capital
Academic
  • New York University Stern School of Business, MBA
  • University of Wisconsin Madison, BS

Barrett Miles

Director

Private Equity

Austin

Barrett Miles

Director

Private Equity

Austin

Todd Milligan

Managing Director

Private Equity

Richmond

Prior Experience
  • Ewing Bemiss & Co.
Academic
  • University of Richmond, BS
Affiliations
  • FINRA Series 7, 63
GP Stakes

Todd Milligan

Managing Director

Private Equity

Richmond

Todd is a member of the Private Equity team. He leads the GP Stakes strategy for Apogem Capital, overseeing minority equity investments in middle market GPs across private market strategies in North America and Europe. Todd joined Apogem Capital from PA Capital, where he has worked since 2006 on the private equity team. He began his career in the financial services industry in 2002.

Prior Experience
  • Ewing Bemiss & Co.
Academic
  • University of Richmond, BS
Affiliations
  • FINRA Series 7, 63

Larry Milstein

Director

Private Credit

Chicago

Larry Milstein

Director

Private Credit

Chicago

Chris Mitrovich

Director

Business Development & Investor Relations

New York

Chris Mitrovich

Director

Business Development & Investor Relations

New York

Chip Moelchert

Managing Director

Private Equity

Richmond

Prior Experience
  • Jefferson Capital Partners
  • Wheat First Butcher Singer Inc.
Academic
  • University of Richmond, BS
Affiliations
  • CFA
  • FINRA Series 7, 63
Senior Advisor

Chip Moelchert

Managing Director

Private Equity

Richmond

Chip is a Senior Advisor, focused on strategic partnerships and private equity. Chip joined Apogem Capital from PA Capital, where he has worked since 2003. Chip was previously the CEO of PA Capital and a member of the private equity team. Chip served on numerous private equity advisory boards and was involved in launching new strategies at PA Capital. He began his career in the financial services industry in 1989.

Prior Experience
  • Jefferson Capital Partners
  • Wheat First Butcher Singer Inc.
Academic
  • University of Richmond, BS
Affiliations
  • CFA
  • FINRA Series 7, 63

Ross Morin

Vice President

Private Credit

Chicago

Ross Morin

Vice President

Private Credit

Chicago

Michael Nativi

Managing Director

Private Credit

Chicago

Prior Experience
  • Houlihan Lokey
  • Deloitte
Academic
  • University of Illinois at Urbana-Champaign, BS
Sponsor Coverage

Michael Nativi

Managing Director

Private Credit

Chicago

Michael is a member of the Sponsor Coverage team. He is responsible for sponsor relationship management and new business origination within the general industries vertical for Apogem’s private credit business. Michael joined Apogem Capital from Madison Capital, where he has worked since 2006. He began his career in the financial services industry in 2001.

Prior Experience
  • Houlihan Lokey
  • Deloitte
Academic
  • University of Illinois at Urbana-Champaign, BS

Jake Newman

Vice President

Private Credit

Chicago

Jake Newman

Vice President

Private Credit

Chicago

Josh Niedner

Chief Executive Officer

Executive Leadership

Chicago

Prior Experience
  • Vista Credit Partners
  • Madison Capital Funding (now Apogem Capital)
  • Banc One Capital Markets (now JPMorgan)
Academic
  • Indiana University’s Kelley School of Business, BS
Chief Executive Officer

Josh Niedner

Senior Managing Director

Private Credit

Chicago

Josh is the Chief Executive Officer of Apogem Capital. He is responsible for setting the firm’s strategic direction and managing day-to-day operations. Josh re-joined Apogem Capital in 2023 after previously working with the Madison Capital Funding team from 2001 to 2015. Prior to re-joining Apogem, Josh was with Vista Credit Partners from 2015 to 2023, where he served as a Managing Director. Josh began his career in credit investing in 1998.

Prior Experience
  • Vista Credit Partners
  • Madison Capital Funding (now Apogem Capital)
  • Banc One Capital Markets (now JPMorgan)
Academic
  • Indiana University’s Kelley School of Business, BS

Megan Nixon

Head of Sustainability

Business Services

New York

Prior Experience
  • Blackstone
  • PwC
Academic
  • University of Tennessee, Master of Accountancy
  • University of Tennessee, BS & BA
Affiliations
  • CPA
Head of Sustainability

Megan Nixon

Director

Business Services

New York

Megan is Head of Sustainability for Apogem Capital. She is responsible for working with management and investment teams to develop, implement, and advance sustainability across the firm and within each of its investment capabilities. Megan joined Apogem Capital in 2022. She began her career in the financial services industry in 2014.

Prior Experience
  • Blackstone
  • PwC
Academic
  • University of Tennessee, Master of Accountancy
  • University of Tennessee, BS & BA
Affiliations
  • CPA

Patrick Noonan

Director

Business Development & Investor Relations

New York

Patrick Noonan

Director

Business Development & Investor Relations

New York

Nate Ondricek

Director

Business Development & Investor Relations

Richmond

Nate Ondricek

Director

Business Development & Investor Relations

Richmond

Stephanie Park

Vice President

Private Equity

New York

Stephanie Park

Vice President

Private Equity

New York

Bryan Pendleton

Managing Director

Private Equity

Richmond

Prior Experience
  • Keefe, Bruyette & Woods
Academic
  • University of Richmond, BS
Affiliations
  • FINRA Series 7, 63
Fund & Co-investments

Bryan Pendleton

Managing Director

Private Equity

Richmond

Bryan is a member of the Private Equity team. He focuses on private equity fund investing and co-investing and is involved in all aspects of investment sourcing, due diligence, and monitoring. Bryan joined Apogem Capital from PA Capital, where he has worked since 2012. He began his career in the financial services industry in 2008.

Prior Experience
  • Keefe, Bruyette & Woods
Academic
  • University of Richmond, BS
Affiliations
  • FINRA Series 7, 63

Ryan Plante

Managing Director

Business Services

Richmond

Prior Experience
  • J.P. Morgan Alternative Asset Management
  • International Asset Management
  • Deloitte & Touche
Academic
  • Bryant University, MS
  • Stonehill College, BS
Operational Due Diligence

Ryan Plante

Managing Director

Business Services

Richmond

Ryan oversees operational due diligence related to the firm’s private equity, private real assets, and long/short equity strategies, focusing on underwriting managers and GPs. Ryan joined Apogem Capital from PA Capital, where he has worked since 2013. He began his career in the financial services industry in 2003.

Prior Experience
  • J.P. Morgan Alternative Asset Management
  • International Asset Management
  • Deloitte & Touche
Academic
  • Bryant University, MS
  • Stonehill College, BS

Kevin Power

Head of Compliance

Business Services

New York

Chief Compliance Officer

Kevin Power

Head of Compliance

Business Services

New York

Kee Rabb

Managing Director

Private Equity

Richmond

Prior Experience
  • Harris Williams & Co.
Academic
  • Vanderbilt University
Affiliations
  • FINRA Series 7, 63
Funds & Co-investments

Kee Rabb

Managing Director

Private Equity

Richmond

Kee is a member of the Private Equity team. She focuses on private equity fund investing and co-investing and is involved in all aspects of investment sourcing, due diligence, and monitoring. Kee joined Apogem Capital from PA Capital, where she has worked since 2002. She began her career in the financial services industry in 2000.

Prior Experience
  • Harris Williams & Co.
Academic
  • Vanderbilt University
Affiliations
  • FINRA Series 7, 63

William Raul

Vice President

Private Equity

New York

William Raul

Vice President

Private Equity

New York

Anna Reed

Managing Director

Private Credit

Chicago

Prior Experience
  • PNC
  • National City Bank
Academic
  • Miami University, BS
Sponsor Coverage

Anna Reed

Managing Director

Private Credit

Chicago

Anna is a member of the Sponsor Coverage team. She is responsible for sponsor relationship management, new business origination, and structuring and execution of transactions with a focus on the healthcare industry. Anna joined Apogem Capital from Madison Capital, where she has worked since 2010. She began her career in the financial services industry in 2007.

Prior Experience
  • PNC
  • National City Bank
Academic
  • Miami University, BS

Lynn Rehn

Managing Director

Private Credit

Chicago

Prior Experience
  • JP Morgan
  • Chase Capital
Academic
  • University of Chicago, BA
Direct Lending

Lynn Rehn

Managing Director

Private Credit

Chicago

Lynn is a member of the Private Credit team. She is the Deputy Chief Credit Officer and leads credit portfolio management, overseeing performance of the firm’s direct lending portfolio and providing guidance to the underwriting team.  Lynn joined Apogem Capital from Madison Capital, where she has worked since 2012. She began her career in the financial services industry in 2005.

Prior Experience
  • JP Morgan
  • Chase Capital
Academic
  • University of Chicago, BA

Tim Schuessler

Director

Private Credit

Chicago

Tim Schuessler

Director

Private Credit

Chicago

Marina Schwartzman

Vice President

Private Equity

New York

Marina Schwartzman

Vice President

Private Equity

New York

Steve Scolnik

Chief Technology Officer

Business Services

New York

Prior Experience
  • Portfolio Advisors
  • Discovery Capital Management
  • Silver Point Capital
  • Morgan Stanley
Academic
  • Dickinson College, BA, 1995
Affiliations
  • AITEC
  • VCPEIT
Chief Technology Officer

Steve Scolnik

Managing Director

Business Services

New York

Steve is Chief Technology Officer for Apogem, responsible for developing Apogem’s technology vision and strategy, with an emphasis on supporting business capabilities and long-term growth objectives. Steve joined Apogem Capital in 2022. He began his career in the financial services industry in 1999.

Prior Experience
  • Portfolio Advisors
  • Discovery Capital Management
  • Silver Point Capital
  • Morgan Stanley
Academic
  • Dickinson College, BA, 1995
Affiliations
  • AITEC
  • VCPEIT

Julia Seelye

Director

Business Development & Investor Relations

New York

Julia Seelye

Director

Business Development & Investor Relations

New York

Jimmy Sestilio

Vice President

Private Equity

New York

Jimmy Sestilio

Vice President

Private Equity

New York

Ashish Shah

Head of Direct Lending

Private Credit

Chicago

Prior Experience
  • Fifth Third Bank
  • Maranon Capital, LP
  • CapitalSource Finance
  • Houlihan Lokey
Academic
  • J.L. Kellogg School of Management at Northwestern University, MBA
  • University of Illinois at Urbana-Champaign, BS
Head of Direct Lending

Ashish Shah

Managing Director

Private Credit

Chicago

Ashish is Head of Direct Lending for Apogem Capital, leading all efforts around direct lending including the structuring and management of CLOs and structured credit, and overseeing capital markets. Ashish joined Apogem Capital from Madison Capital, where he has worked since 2014. He began his career in the financial services industry in 2003.

Prior Experience
  • Fifth Third Bank
  • Maranon Capital, LP
  • CapitalSource Finance
  • Houlihan Lokey
Academic
  • J.L. Kellogg School of Management at Northwestern University, MBA
  • University of Illinois at Urbana-Champaign, BS

Bart Shirley

Managing Director

Private Equity

Cleveland

Prior Experience
  • Cuyahoga Capital Partners
  • KCC Management LLC
  • Nationwide Insurance Company
Academic
  • Rhodes College, BA
Affiliations
  • CFA
  • FINRA Series 7, 63
Secondaries

Bart Shirley

Managing Director

Private Equity

Cleveland

Bart is a member of the Private Equity team. He focuses on private equity secondary investing and is involved in all aspects of investment sourcing, due diligence, and monitoring. Bart joined Apogem Capital from PA Capital, where he has worked since 2012. He began his career in the financial services industry in 1993.

Prior Experience
  • Cuyahoga Capital Partners
  • KCC Management LLC
  • Nationwide Insurance Company
Academic
  • Rhodes College, BA
Affiliations
  • CFA
  • FINRA Series 7, 63

Stephanie Slavkin

Managing Director

Private Credit

Chicago

Prior Experience
  • Bank of Montreal
  • Bank of America
  • Aon Capital Markets
  • Duff & Phelps Credit Ratings (now Fitch)
Academic
  • University of Michigan, BBA
Special Assets

Stephanie Slavkin

Managing Director

Private Credit

Chicago

Stephanie is a member of the Private Credit team. She is a senior member of the Special Assets group, focusing on restructurings and time-intensive credit investments. Stephanie also monitors the firm’s junior credit portfolio. Stephanie joined Apogem Capital from Madison Capital, where she has worked since 2017. She began her career in the financial services industry in 1994.

Prior Experience
  • Bank of Montreal
  • Bank of America
  • Aon Capital Markets
  • Duff & Phelps Credit Ratings (now Fitch)
Academic
  • University of Michigan, BBA

Junaid Sozer

Managing Director

Private Credit

Chicago

Prior Experience
  • NXT Capital
  • Allstate Investments
  • Prudential Capital Group
Academic
  • University of Illinois Urbana-Champaign, BS
Credit Underwriting

Junaid Sozer

Managing Director

Private Credit

Chicago

Junaid is a member of the Private Credit team. He is responsible for credit portfolio management, including evaluating and monitoring performance of the firm’s direct lending portfolio. Junaid joined Apogem Capital from Madison Capital, where he has worked since 2014. He began his career in the financial services industry in 2007.

Prior Experience
  • NXT Capital
  • Allstate Investments
  • Prudential Capital Group
Academic
  • University of Illinois Urbana-Champaign, BS

Jawad Sozer

Vice President

Private Credit

Chicago

Jawad Sozer

Vice President

Private Credit

Chicago

Sarah St. Jean

Senior Director

Business Development & Investor Relations

Richmond

Sarah St. Jean

Senior Director

Business Development & Investor Relations

Richmond

Ryan Stafford

Director

Private Credit

Chicago

Ryan Stafford

Director

Private Credit

Chicago

Michael Stolle

Vice President

Private Credit

Chicago

Michael Stolle

Vice President

Private Credit

Chicago

Rick Stone

Managing Director

Private Credit

Chicago

Prior Experience
  • Alvarez & Marsal
  • Mesirow Financial Consulting
  • PricewaterhouseCoopers
  • Arthur Andersen
Academic
  • Michigan State University – Eli Broad College of Business, MBA
  • Michigan State University, BA
Direct Lending

Rick Stone

Managing Director

Private Credit

Chicago

Rick is a member of the Private Credit team. He is a senior member of the Special Assets group, focusing on restructurings and time-intensive credit investments. Rick joined Apogem Capital from Madison Capital, where he has worked since 2017. He began his career in the financial services industry in 1999.

Prior Experience
  • Alvarez & Marsal
  • Mesirow Financial Consulting
  • PricewaterhouseCoopers
  • Arthur Andersen
Academic
  • Michigan State University – Eli Broad College of Business, MBA
  • Michigan State University, BA

Dominic Storto

Director

Private Credit

Chicago

Dominic Storto

Director

Private Credit

Chicago

Chris Stringer

President

Executive Leadership

Richmond

Prior Experience
  • Jefferson Capital Partners
  • Arthur Andersen LLP
Academic
  • Darden School of Business at the University of Virginia, MBA
  • Florida State University, BS
Affiliations
  • FINRA Series 7, 63, and 24
President

Chris Stringer

Senior Managing Director

Private Equity

Richmond

Chris is the President of Apogem Capital. Chris is responsible for setting the firm’s strategic direction and managing day-to-day operations. Chris joined Apogem Capital from PA Capital, where he has worked since 2004. He began his career in the financial services industry in 1997.

 

Prior Experience
  • Jefferson Capital Partners
  • Arthur Andersen LLP
Academic
  • Darden School of Business at the University of Virginia, MBA
  • Florida State University, BS
Affiliations
  • FINRA Series 7, 63, and 24

Brian Ternes

Managing Director

Private Credit

Chicago

Prior Experience
  • Ernst & Young
Academic
  • Northwestern University – Kellogg School of Management, MBA
  • University of Michigan, BBA
Affiliations
  • CFA
Direct Lending

Brian Ternes

Managing Director

Private Credit

Chicago

Brian is a member of the private credit team. He is responsible for Collateralized Loan Obligations and Structured Products, as well as raising investor capital for the firm’s Direct Lending strategy. Brian joined Apogem Capital from Madison Capital, where he has worked since 2012. He began his career in the financial services industry in 2008.

Prior Experience
  • Ernst & Young
Academic
  • Northwestern University – Kellogg School of Management, MBA
  • University of Michigan, BBA
Affiliations
  • CFA

Sam Wais

Vice President

Private Credit

Chicago

Sam Wais

Vice President

Private Credit

Chicago

André Warner

General Counsel

Business Services

New York

General Counsel

André Warner

General Counsel

Business Services

New York

Christopher Williams

Director

Private Credit

Chicago

Christopher Williams

Director

Private Credit

Chicago

Adam Willis

Co-Head of Sponsor Coverage

Private Credit

Chicago

Prior Experience
  • GE Capital
Academic
  • University of Chicago Booth School of Business, MBA
  • University of Illinois at Urbana-Champaign, BS
Co-Head of Sponsor Coverage

Adam Willis

Managing Director

Private Credit

Chicago

Adam is Co-Head of Sponsor Coverage, overseeing sponsor relationships and new business origination for Apogem’s private credit business. He is primarily focused on deals within the healthcare industries vertical. Adam joined Apogem Capital from Madison Capital, where he has worked since 2010. He began his career in the financial services industry in 1999.

Prior Experience
  • GE Capital
Academic
  • University of Chicago Booth School of Business, MBA
  • University of Illinois at Urbana-Champaign, BS

Richard Wiltshire

Managing Director

Private Equity

Richmond

Prior Experience
  • Virginia Retirement System
  • Quad-C Management
  • Harris Williams & Co.
  • Banc of America Securities
Academic
  • University of Virginia, BS
Affiliations
  • FINRA Series 7, 63
Funds & Co-investments

Richard Wiltshire

Managing Director

Private Equity

Richmond

Richard is a member of the Private Equity team. He focuses on private equity fund investing and co-investing and is involved in all aspects of investment sourcing, due diligence, and monitoring. Richard joined Apogem Capital from PA Capital, where he has worked since 2014. He began his career in the financial services industry in 2001.

Prior Experience
  • Virginia Retirement System
  • Quad-C Management
  • Harris Williams & Co.
  • Banc of America Securities
Academic
  • University of Virginia, BS
Affiliations
  • FINRA Series 7, 63

Louise Woltz Smith

Managing Director

Private Equity

Richmond

Prior Experience
  • Harris Williams & Co.
Academic
  • University of North Carolina, BSBA & MBA
Affiliations
  • FINRA Series 7, 63
Funds & Co-investments

Louise Woltz Smith

Managing Director

Private Equity

Richmond

Louise is a member of the Private Equity team. She focuses on private equity fund investing and co-investing and is involved in all aspects of investment sourcing, due diligence, and monitoring. Louise joined Apogem Capital from PA Capital, where she has worked since 2008. She began her career in the financial services industry in 2005.

Prior Experience
  • Harris Williams & Co.
Academic
  • University of North Carolina, BSBA & MBA
Affiliations
  • FINRA Series 7, 63

Stanley Xu

Director

Private Equity

Chicago

Stanley Xu

Director

Private Equity

Chicago

Michael Zeleniuch

Managing Director

Private Equity

Chicago

Prior Experience
  • Cuyahoga Capital Partners
  • Victory Park Capital
  • Merrill Lynch Capital
  • KeyBanc Capital Markets
Academic
  • University of Chicago Booth School of Business, MBA
  • Loyola University Chicago, BBA
Affiliations
  • FINRA Series 7, 63
Secondaries

Michael Zeleniuch

Managing Director

Private Equity

Chicago

Mike is a member of the Private Equity team. He focuses on private equity secondary investing and is involved in all aspects of investment sourcing, due diligence, and monitoring. Mike joined Apogem Capital from PA Capital, where he has worked since 2012. He began his career in the financial services industry in 2003.

Prior Experience
  • Cuyahoga Capital Partners
  • Victory Park Capital
  • Merrill Lynch Capital
  • KeyBanc Capital Markets
Academic
  • University of Chicago Booth School of Business, MBA
  • Loyola University Chicago, BBA
Affiliations
  • FINRA Series 7, 63

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