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

Prior Experience
  • Chief
  • Republic Bank of Chicago
  • Redwood Logistics
  • ADP
Academic
  • Indiana University Bloomington, BA
Affiliations
  • PHR
  • SHRM-CP
Head of Human Resources

Lindsay Abrams

Business Services

Chicago

Lindsay is the Head of Human Resources for Apogem, responsible for overseeing the human resource function of Apogem. Lindsay joined Apogem Capital in 2024. She began her career in the financial services industry in 2016.

Prior Experience
  • Chief
  • Republic Bank of Chicago
  • Redwood Logistics
  • ADP
Academic
  • Indiana University Bloomington, BA
Affiliations
  • PHR
  • SHRM-CP

Dante Arciero

Director

Private Credit

Chicago

Prior Experience
  • Deerfield Capital Management
  • CapitalSource
Academic
  • Vanderbilt University, BS
Affiliations
  • CFA
Credit Underwriting & Portfolio Management

Dante Arciero

Director

Private Credit

Chicago

Dante is a member of the Private Credit team. He focuses on the general industries vertical, leading deal teams through the underwriting process. Dante joined Apogem Capital from Madison Capital, where he has worked since 2018. He began his career in the financial services industry in 2003.

Prior Experience
  • Deerfield Capital Management
  • CapitalSource
Academic
  • Vanderbilt University, BS
Affiliations
  • CFA

Nick Assini

Vice President

Private Equity

New York

Prior Experience
  • New Mountain Capital
  • Goldman Sachs
  • LeverPoint Management
  • EY
Academic
  • University of Albany, BS
Affiliations
  • FINRA Series 7, 63
GP Stakes

Nick Assini

Vice President

Private Equity

New York

Nick is a member of the Private Equity team. He focuses on the GP Stakes strategy, and he is involved in diligence and monitoring of minority equity investments in middle market General Partners across private market strategies in North America and Europe. Nick joined Apogem Capital in 2023. He began his career in the financial services industry in 2011.

Prior Experience
  • New Mountain Capital
  • Goldman Sachs
  • LeverPoint Management
  • EY
Academic
  • University of Albany, BS
Affiliations
  • FINRA Series 7, 63

Kevin Bolash

Managing Director

Private Credit

Chicago

Prior Experience
  • Ernst & Young Corporate Finance, LLC
Academic
  • Washington University, BS
Credit Underwriting & Portfolio Management

Kevin Bolash

Managing Director

Private Credit

Chicago

Kevin is a member of the Private Credit team. He leads the Special Assets group, focusing on risk mitigation, debt restructurings, and workouts. 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

Vice President

Business Development & Investor Relations

Richmond

Prior Experience
  • Aspen Partners
  • AllianceBernstein
Academic
  • University of Richmond, BSBA
Affiliations
  • FINRA Series 66, 7

Brendan Bostock

Vice President

Business Development & Investor Relations

Richmond

Brendan is a member of the Business Development & Investor Relations team. He is responsible for business development and consultant relationships globally. Clients include public/corporate pension plans, foundations, endowments, and family offices. Brendan joined Apogem Capital in 2019.He began his career in the financial services industry in 2013.

Prior Experience
  • Aspen Partners
  • AllianceBernstein
Academic
  • University of Richmond, BSBA
Affiliations
  • FINRA Series 66, 7

Dan Brazier

Managing Director

Private Credit

Chicago

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

Dan Brazier

Managing Director

Private Credit

Chicago

Dan is a member of the Private Credit Syndications team. He focuses on developing and maintaining relationships with other direct lending partners, structuring and syndicating transactions lead by the firm, and providing guidance to the private credit team on the macroeconomic environment. Dan 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
  • Loyola University Chicago Quinlan School of Business, MBA
  • John Carroll University, BS

Frank Byrne

Director

Private Credit

Chicago

Prior Experience
  • Bank of Ireland – Leverage Sponsor Finance
Academic
  • The United States Military Academy at West Point
Credit Underwriting & Portfolio Management

Frank Byrne

Director

Private Credit

Chicago

Frank is a member of the Private Credit team. He focuses on the general industries vertical, leading deal teams through the underwriting process. He also works with originators to structure new deals and amendments to existing deals. Frank joined Apogem Capital in 2023. He began his career in the financial services industry in 2002.

Prior Experience
  • Bank of Ireland – Leverage Sponsor Finance
Academic
  • The United States Military Academy at West Point

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 & Originations

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

Prior Experience
  • Wintrust Financial
Academic
  • Augustana College, BA
Credit Underwriting & Portfolio Management

Timothy Day

Director

Private Credit

Chicago

Tim is a member of the Private Credit team. He focuses on the general industries vertical, leading deal teams through the underwriting process. He joined Apogem Capital from Madison Capital, where he has worked since 2018. He began his career in the financial services industry in 2011.

Prior Experience
  • Wintrust Financial
Academic
  • Augustana College, BA

Ben Donohue

Director

Business Services

Richmond

Academic
  • University of Virginia, BA

Ben Donohue

Director

Business Services

Richmond

Benjamin Donohue, Director, is a member of the firm’s Operational Due Diligence group. Benjamin joined Apogem Capital from PA Capital, where he has worked since 2014 bringing prior experience from the Office of Fraud Detection and Market Intelligence at FINRA. In addition to the operational evaluation  and underwriting of the firm’s private equity and private real assets investments, he provides consultative recommendations to the firm’s underlying managers on a wide range of business areas, with an emphasis on technology, cybersecurity, regulatory exam preparedness, and ongoing litigation assessments.

Academic
  • University of Virginia, BA

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. Robert 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

Prior Experience
  • Denali Capital
  • Stout Risius Ross
Academic
  • Northwestern University – Kellogg School of Management, MBA
  • Michigan State University, BA
Affiliations
  • CFA
Direct Lending & Capital Markets

Craig Dugan

Director

Private Credit

Chicago

Craig is a member of the Private Credit team. He focuses on the Direct Lending strategy and is responsible for investment insights and data analysis. Craig joined Apogem Capital from Madison Capital, where he has worked since 2013. He began his career in the financial services industry in 2003.

Prior Experience
  • Denali Capital
  • Stout Risius Ross
Academic
  • Northwestern University – Kellogg School of Management, MBA
  • Michigan State University, BA
Affiliations
  • CFA

Richard Eddison

Director

Private Equity

New York

Prior Experience
  • Houlihan Lokey
  • Green Manning & Bunch
Academic
  • University of Colorado at Boulder, BSBA
Affiliations
  • FINRA Series 7, 63
Funds & Co-investments

Richard Eddison

Director

Private Equity

New York

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 GoldPoint Partners, where he had worked since 2015. He began his career in the financial services industry in 2009.

Prior Experience
  • Houlihan Lokey
  • Green Manning & Bunch
Academic
  • University of Colorado at Boulder, BSBA
Affiliations
  • FINRA Series 7, 63

Ian Flatt

Director

Business Development & Investor Relations

Richmond

Prior Experience
  • Camoin Associates
Academic
  • University of Virginia, BA
Affiliations
  • FINRA Series 7, 63
Business Development & Investor Relations

Ian Flatt

Director

Richmond

Ian is a member of the Business Development & Investor Relations team. He is responsible for investor relations, communications, investment insights, and data analysis in support of new business development. Ian joined Apogem Capital from PA Capital, where he has worked since 2017. He began his career in the financial services industry in 2014.

Prior Experience
  • Camoin Associates
Academic
  • University of Virginia, BA
Affiliations
  • FINRA Series 7, 63

Ken Foskett

Vice President

Private Equity

New York

Prior Experience
  • Saw Mill Capital
  • BB&T Capital Markets
Academic
  • Wake Forest University, BS
Funds & Co-investments

Ken Foskett

Vice President

Private Equity

New York

Ken 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 in 2023 from Saw Mill Capital, where he had worked since 2017. He began his career in the financial services industry in 2014.

Prior Experience
  • Saw Mill Capital
  • BB&T Capital Markets
Academic
  • Wake Forest University, BS

Zach Gifford

Vice President

Private Credit

Chicago

Prior Experience
  • Ernst and Young
Academic
  • University of Notre Dame, BBA
Credit Underwriting & Portfolio Management

Zach Gifford

Vice President

Private Credit

Chicago

Zach is a member of the Private Credit team. He is responsible for the structuring and execution of transactions with a focus on the healthcare industry. Zach joined Apogem Capital from Madison Capital, where he has worked since 2019. He began his career in the financial services industry in 2017.

Prior Experience
  • Ernst and Young
Academic
  • University of Notre Dame, BBA

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 1990.

 

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 & Portfolio Management

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 & Capital Markets

Jared Halajian

Managing Director

Private Credit

Chicago

Jared is a member of the Private Credit team. He focuses on capital markets, developing and maintaining lender relationships, and structuring and syndicating transactions. 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

Prior Experience
  • JP Morgan
  • Golub Capital
Academic
  • Northwestern University – Kellogg School of Management, MBA
  • University of Illinois Urbana-Champaign, BA
Credit Underwriting & Portfolio Management

Zaeem Haroon

Vice President

Private Credit

Chicago

Zaeem is a member of the Private Credit team. He is responsible for deal underwriting with a focus on the general industries vertical. Zaeem joined Apogem Capital from Madison Capital, where he has worked since 2017. He began his career in the financial services industry in 2014.

Prior Experience
  • JP Morgan
  • Golub Capital
Academic
  • Northwestern University – Kellogg School of Management, MBA
  • University of Illinois Urbana-Champaign, BA

Brigitte Hartnett

Vice President

Private Credit

Chicago

Prior Experience
  • Wintust Bank
Academic
  • Indiana University Bloomington, BS
Credit Underwriting & Portfolio Management

Brigitte Hartnett

Vice President

Private Credit

Chicago

Brigitte is a member of the Private Credit team. She focuses on structuring and execution of transactions with a focus on the general industries vertical. Brigitte joined Apogem Capital in 2022 from Wintrust Bank, where she began her career in 2016.

Prior Experience
  • Wintust Bank
Academic
  • Indiana University Bloomington, BS

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 & Originations

Eric Hartung

Managing Director

Chicago

Eric is a member of the Sponsor Coverage team. He is responsible for sponsor relationship management and new business origination within 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 & Capital Markets

Rana Hira

Managing Director

Private Credit

New York

Rana is a member of the Private Credit team. He is Chief Administrative Officer for the Direct Lending strategy, assisting in the formulation and execution of the investment 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

Prior Experience
  • Wintrust Financial
  • MB Financial (now Fifth Third)
Academic
  • Northwestern University – Kellogg School of Management, MBA
  • University of Dayton, BS
Sponsor Coverage & Originations

John Hoppe

Director

Chicago

John is a member of the Sponsor Coverage team. He is responsible for sponsor relationships and new business origination within the general industries vertical. John joined Apogem Capital from Madison Capital, where he has worked since 2015. He began his career in the financial services industry in 2007.

Prior Experience
  • Wintrust Financial
  • MB Financial (now Fifth Third)
Academic
  • Northwestern University – Kellogg School of Management, MBA
  • University of Dayton, BS

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 & Originations

Jesal Jobalia

Managing Director

Chicago

Jesal is a member of the Sponsor Coverage team. He is responsible for sponsor relationship management and new business origination within the general industries vertical. 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

Prior Experience
  • Sumitomo Mitsui Trust Bank Limited
  • BMO Harris Bank
  • CapitalSource
  • LaSalle Bank
Academic
  • DePaul University
Credit Underwriting & Portfolio Management

Jeff Karczynski

Director

Private Credit

Chicago

Jeff is a member of the Private Credit team. He leads a team of underwriters specializing in the Generalist Industries vertical. He also works with originators to structure new deals and amendments to existing deals. Jeff joined Apogem Capital from Madison Capital, where he has worked since 2008. He began his career in the financial services industry in 2003.

Prior Experience
  • Sumitomo Mitsui Trust Bank Limited
  • BMO Harris Bank
  • CapitalSource
  • LaSalle Bank
Academic
  • DePaul University

Tim Kellen

Director

Private Credit

Chicago

Prior Experience
  • Driehaus Capital Management
  • BGI / Cascade Asset Management Company
Academic
  • University of Chicago Booth School of Business, MBA
  • Marquette University, BS
Credit Underwriting & Portfolio Management

Tim Kellen

Director

Private Credit

Chicago

Tim is a member of the Private Credit team. He leads a team of underwriters specializing in the Generalist Industries vertical. He also works with originators to structure new deals and amendments to existing deals. Tim joined Apogem Capital from Madison Capital, where he has worked since 2017. He began his career in the financial services industry in 2010.

Prior Experience
  • Driehaus Capital Management
  • BGI / Cascade Asset Management Company
Academic
  • University of Chicago Booth School of Business, MBA
  • Marquette University, BS

David Kelly

Director

Private Credit

Chicago

Prior Experience
  • Fifth Third Bank
  • Deloitte
Academic
  • Northwestern University – Kellogg School of Management, MBA
  • University of Illinois Urbana-Champaign, BS
Credit Underwriting & Portfolio Management

David Kelly

Director

Private Credit

Chicago

David is a member of the Private Credit Team. He leads a team of underwriters specializing in Insurance and Financial Services. He also works with originators to structure new deals and amendments to existing deals. David joined Apogem Capital from Madison Capital, where he has worked since 2015. He began his career in the financial services industry in 2006.

Prior Experience
  • Fifth Third Bank
  • Deloitte
Academic
  • Northwestern University – Kellogg School of Management, MBA
  • University of Illinois Urbana-Champaign, BS

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 the Co-Head of Sponsor Coverage, overseeing private equity sponsor relationship management and new business origination. He is primarily focused on insurance and financial services and software and technologies industries. William 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

Prior Experience
  • Aquarian Holdings
  • New York Life Investment Management
  • Credit Suisse
Academic
  • Brigham Young University, BS
Affiliations
  • FINRA Series 7, 63
GP Stakes

Seung Hyun Ko

Vice President

Private Equity

Richmond

Ko is a member of the Private Equity team. He focuses on the GP Stakes strategy, and he is involved in diligence and monitoring of minority equity investments in middle market General Partners across private market strategies in North America and Europe. Ko joined Apogem Capital from PA Capital, where he has worked since 2020. He began his career in the financial services industry in 2014.

Prior Experience
  • Aquarian Holdings
  • New York Life Investment Management
  • Credit Suisse
Academic
  • Brigham Young University, BS
Affiliations
  • FINRA Series 7, 63

Patrick Koehl

Managing Director

Private Credit

Chicago

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

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 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

Prior Experience
  • Charles River Associates
Academic
  • Indiana University, BS
Credit Underwriting & Portfolio Management

Curtis Krumreich

Director

Private Credit

Chicago

Curtis is a member of the Private Credit Team. He leads a team of underwriters specializing in Healthcare Services. He also works with originators to structure new deals and amendments to existing deals. Curtis joined Apogem Capital from Madison Capital, where he has worked since 2012. He began his career in the financial services industry in 2010.

Prior Experience
  • Charles River Associates
Academic
  • Indiana University, BS

Mary LaRocco

Director

Private Equity

Cleveland

Prior Experience
  • Cuyahoga Capital Partners
  • KCC Management LLC
Academic
  • Baldwin Wallace College, BA
Affiliations
  • FINRA Series 7, 63
Secondaries

Mary LaRocco

Director

Private Equity

Cleveland

Mary is a member of the Private Equity team. She focuses on private equity secondary investing and is involved in all aspects of investment sourcing, due diligence, and monitoring. Mary joined Apogem Capital from PA Capital, where she has worked since 2012. She began her career in the financial services industry in 2006.

Prior Experience
  • Cuyahoga Capital Partners
  • KCC Management LLC
Academic
  • Baldwin Wallace College, BA
Affiliations
  • FINRA Series 7, 63

Todd Leedy

Managing Director

Real Assets

Austin

Prior Experience
  • DiMeo Schneider & Associates
  • The Wealth Office
  • Cambridge Associates
Academic
  • University of Richmond, BS
Affiliations
  • CFA
  • CAIA
  • FINRA Series 7, 63
Private Real Assets

Todd Leedy

Managing Director

Real Assets

Austin

Todd is a member of the Private Real Assets team. He focuses on real assets investing and is involved in all aspects of investment sourcing, due diligence, and monitoring. Todd joined Apogem Capital from PA Capital, where he has worked since 2016. He began his career in the financial services industry in 1999.

Prior Experience
  • DiMeo Schneider & Associates
  • The Wealth Office
  • Cambridge Associates
Academic
  • University of Richmond, BS
Affiliations
  • CFA
  • CAIA
  • FINRA Series 7, 63

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

Danny Loizzi

Vice President

Private Credit

Chicago

Prior Experience
  • Bank of America
Academic
  • University of Illinois Urbana-Champaign, BS
Credit Underwriting & Portfolio Management

Danny Loizzi

Vice President

Private Credit

Chicago

Danny is a member of the Private Credit team. He focuses on structuring and execution of transactions with a focus on the general industries vertical. Danny joined Apogem Capital from Madison Capital, where he has worked since 2018. He began his career in the financial services industry in 2015.

Prior Experience
  • Bank of America
Academic
  • University of Illinois Urbana-Champaign, BS

Zac McCarroll

Managing Director

Real Assets

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

Real Assets

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

Sarah McManus

Vice President

Private Equity

Richmond

Prior Experience
  • Wells Fargo Securities
Academic
  • University of Virginia, BS
Funds & Co-investments

Sarah McManus

Vice President

Private Equity

Richmond

Sarah 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. Sarah joined Apogem Capital from PA Capital, where she has worked since 2020. She began her career in the financial services industry in 2017.

Prior Experience
  • Wells Fargo Securities
Academic
  • University of Virginia, BS

Maria Melchor

Vice President

Private Equity

New York

Prior Experience
  • UBS
Academic
  • University of Virginia, MBA
Funds & Co-investments

Maria Melchor

Vice President

Private Equity

New York

Maria 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. Maria joined Apogem Capital in 2022 from UBS, where she worked since 2019. She began her career in the financial services industry in 2011.

Prior Experience
  • UBS
Academic
  • University of Virginia, MBA

Tyler Mercer

Director

Private Credit

Chicago

Prior Experience
  • Chase – Commercial Banking
Academic
  • University of Illinois, BS
Credit Underwriting & Portfolio Management

Tyler Mercer

Director

Private Credit

Chicago

Tyler is a member of the Private Credit team. He focuses on leading deal teams through all stages of the underwriting process. Tyler joined Apogem Capital from Madison Capital, where he has worked since 2011. He began his career in the financial services industry in 2008.

Prior Experience
  • Chase – Commercial Banking
Academic
  • University of Illinois, BS

Barrett Miles

Managing Director

Real Assets

Austin

Prior Experience
  • Lokalty
Academic
  • University of Richmond, BS & BA
Affiliations
  • FINRA Series 7, 63
Private Real Assets

Barrett Miles

Managing Director

Real Assets

Austin

Barrett is a member of the Private Real Assets team. He focuses on real assets investing and is involved in all aspects of investment sourcing, due diligence, and monitoring. Barrett joined Apogem Capital from PA Capital, where he has worked since 2012. He began his career in the financial services industry in 2011.

Prior Experience
  • Lokalty
Academic
  • University of Richmond, BS & BA
Affiliations
  • FINRA Series 7, 63

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

Prior Experience
  • KPMG
Academic
  • University of Illinois Urbana-Champaign, Master of Accounting Science
  • University of Illinois Urbana-Champaign, BS
Sponsor Coverage & Originations

Larry Milstein

Director

Private Credit

Chicago

Larry is a member of the Sponsor Coverage team. He is responsible for sponsor relationships and new business origination within the insurance and financial services industries. Larry joined Apogem Capital from Madison Capital, where he has worked since 2013. He began his career in the financial services industry in 2009.

Prior Experience
  • KPMG
Academic
  • University of Illinois Urbana-Champaign, Master of Accounting Science
  • University of Illinois Urbana-Champaign, BS

Chris Mitrovich

Managing Director

Business Development & Investor Relations

New York

Prior Experience
  • ZAIS Group
  • TPG Special Situation Partners
  • Stone Harbor Investment Partners
  • Neuberger Berman
  • Lehman Brothers
Academic
  • Villanova University, BS, Finance
  • Villanova University, MBA
Affiliations
  • FINRA Series 7, 63
Business Development & Investor Relations

Chris Mitrovich

Managing Director

New York

Chris is a member of the Business Development & Investor Relations team. He is responsible for business development and consultant relationships globally. Clients include public/corporate pension plans, foundations, endowments, and family offices. Chris joined Apogem Capital from PA Capital, where he has worked since 2021. He began his career in the financial services industry in 2003.

Prior Experience
  • ZAIS Group
  • TPG Special Situation Partners
  • Stone Harbor Investment Partners
  • Neuberger Berman
  • Lehman Brothers
Academic
  • Villanova University, BS, Finance
  • Villanova University, MBA
Affiliations
  • FINRA Series 7, 63

Lou Moelchert

Senior Advisor

Richmond

Prior Experience
  • J.P. Morgan
  • Bank of America
  • Merrill Lynch
Academic
  • University of Georgia, BBA and MS

Lou Moelchert

Senior Advisor

Richmond

Lou Moelchert is a Senior Advisor at Apogem Capital. Lou joined Apogem from PA Capital, where he has worked since he founded the firm in 1997. Prior to PA Capital, Lou served as the CIO of the University of Richmond Endowment Fund for 30 years. Under his stewardship, the endowment grew significantly and became recognized as a successful “early adopter” of alternatives amongst many institutional investors.

Prior Experience
  • J.P. Morgan
  • Bank of America
  • Merrill Lynch
Academic
  • University of Georgia, BBA and MS

Ross Morin

Vice President

Private Credit

Chicago

Prior Experience
  • Midwest Mezzanine Funds
Academic
  • Yale University, BA
Credit Underwriting & Portfolio Management

Ross Morin

Vice President

Private Credit

Chicago

Ross is a member of the Private Credit team.  He is responsible for deal underwriting with a focus on  Healthcare Industries. Ross joined Apogem Capital from Madison Capital, where he has worked since 2019. He began his career in the financial services industry in 2011.

Prior Experience
  • Midwest Mezzanine Funds
Academic
  • Yale University, BA

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. 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

Prior Experience
  • Brown Gibbons Lang & Company
Academic
  • Indiana University Bloomington, BS
Credit Underwriting & Portfolio Management

Jake Newman

Vice President

Private Credit

Chicago

Jake is a member of the Private Credit team. He is responsible for deal underwriting with a focus on the general industries vertical. Jake joined Apogem Capital from Madison Capital, where he has worked since 2018. He began his career in the financial services industry in 2015.

Prior Experience
  • Brown Gibbons Lang & Company
Academic
  • Indiana University Bloomington, BS

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

Head of Private Credit

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
  • Strategy&
Academic
  • University of Tennessee, Master of Accountancy
  • University of Tennessee, BS & BA
Affiliations
  • CPA
Head of Sustainability

Megan Nixon

Business Services

New York

Megan is the Chief Sustainability Officer for Apogem, responsible for overseeing and executing all strategic ESG and DEI priorities for the Firm. Megan joined Apogem Capital in 2022. She began her career in the financial services industry in 2019.

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

Patrick Noonan

Director

Business Development & Investor Relations

New York

Prior Experience
  • McMorgan & Company, LLC
Academic
  • Golden Gate University, BS
  • Golden Gate University, MBA
Affiliations
  • FINRA Series 6, 7, 63
Business Development & Investor Relations

Patrick Noonan

Director

New York

Patrick is a member of the Business Development & Investor Relations team. He is responsible for business development and consultant relationships globally. Clients include public/corporate pension plans, foundations, endowments, and family offices. Patrick joined Apogem Capital from GoldPoint Partners, where he had worked since 2012. He began his career in the financial services industry in 1991.

Prior Experience
  • McMorgan & Company, LLC
Academic
  • Golden Gate University, BS
  • Golden Gate University, MBA
Affiliations
  • FINRA Series 6, 7, 63

Nate Ondricek

Director

Business Development & Investor Relations

Richmond

Prior Experience
  • Portfolio Advisors
Academic
  • Southern Virginia University, BA
  • New York University Stern School of Business, MBA
Business Development & Investor Relations

Nate Ondricek

Director

Richmond

Nate is a member of the Business Development & Investor Relations team. He is responsible for investor relations, communications, investment insights, and data analysis in support of new business development. Nate joined Apogem Capital in 2023. He began his career in the financial services industry in 2014.

Prior Experience
  • Portfolio Advisors
Academic
  • Southern Virginia University, BA
  • New York University Stern School of Business, MBA

Stephanie Park

Director

Private Equity

New York

Prior Experience
  • Paravel
  • GoldPoint Partners
  • Citi
Academic
  • Yale University, BA
Affiliations
  • FINRA Series 7, 63
Funds & Co-investments

Stephanie Park

Director

Private Equity

New York

Stephanie 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. Stephanie joined Apogem Capital in 2021 from Paravel, where she worked since 2018. She began her career in the financial services industry in 2008.

Prior Experience
  • Paravel
  • GoldPoint Partners
  • Citi
Academic
  • Yale University, BA
Affiliations
  • FINRA Series 7, 63

Frantz Paulus

Head of Private Credit Business Development

Business Development & Investor Relations

Chicago

Prior Experience
  • Kartesia
  • Omnes
  • PWC
Academic
  • University of Chicago Booth School of Business, MBA
Affiliations
  • CFA
Head of Private Credit Business Development

Frantz Paulus

Managing Director

Chicago

Frantz is a member of the Business Development & Investor Relations team. He is responsible for business development and consultant relationships globally. Clients include public/corporate pension plans, foundations, endowments, and family offices. Frantz joined Apogem Capital in 2024. He began his career in the financial services industry in 1998.

Prior Experience
  • Kartesia
  • Omnes
  • PWC
Academic
  • University of Chicago Booth School of Business, MBA
Affiliations
  • CFA

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 and private real assets 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

Prior Experience
  • Pantheon Ventures
  • Man Investments
  • Commonfund
  • Office of the District Attorney, New York City
  • New York State Supreme Court
Academic
  • Providence College, BA
  • St. John’s University School of Law, JD
Affiliations
  • FINRA Series 7, 63, and 24
  • Private Equity International and ACA Compliance Group Panelist
Chief Compliance Officer

Kevin Power

Head of Compliance

Business Services

New York

Kevin oversees all aspects of Apogem Capital’s compliance program, including the firm’s ability to meet all regulatory requirements. Kevin is fully dedicated to Apogem Capital’s business but is employed by New York Life. Kevin joined New York Life Investment Management in 2023. He began his Legal career in 1996 and his career in the financial services industry in 2004.

Prior Experience
  • Pantheon Ventures
  • Man Investments
  • Commonfund
  • Office of the District Attorney, New York City
  • New York State Supreme Court
Academic
  • Providence College, BA
  • St. John’s University School of Law, JD
Affiliations
  • FINRA Series 7, 63, and 24
  • Private Equity International and ACA Compliance Group Panelist

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

Director

Private Equity

New York

Prior Experience
  • GoldPoint Partners
  • Wells Fargo Securities
  • Sterne Agee
Academic
  • Washington & Lee University, BA
Funds & Co-investments

William Raul

Director

Private Equity

New York

Will 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. William joined Apogem Capital from GoldPoint, where he has worked since 2018.

Prior Experience
  • GoldPoint Partners
  • Wells Fargo Securities
  • Sterne Agee
Academic
  • Washington & Lee University, BA

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 within 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
Credit Underwriting & Portfolio Management

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 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

Prior Experience
  • MB Financial Bank
Academic
  • University of Illinois Urbana-Champaign, BA
Credit Underwriting & Portfolio Management

Tim Schuessler

Director

Private Credit

Chicago

Tim is a member of the Private Credit team. He leads a team of underwriters through all stages of the diligence and account management process. He also works with originators to structure new deals and amendments to existing deals. Tim 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
  • MB Financial Bank
Academic
  • University of Illinois Urbana-Champaign, BA

Marina Schwartzman

Vice President

Real Assets

New York

Prior Experience
  • J.P. Morgan
  • Bank of America
  • Merrill Lynch
Academic
  • NYU Leonard N. Stern School of Business, BS
Affiliations
  • FINRA Series 7, 63
Private Real Assets

Marina Schwartzman

Vice President

Real Assets

New York

Marina is a member of the Private Real Assets team. She focuses on real assets investing and is involved in all aspects of investment sourcing, due diligence, and monitoring. Marina joined Apogem Capital from PA Capital, where she has worked since 2015. She began her career in the financial services industry in 2010.

Prior Experience
  • J.P. Morgan
  • Bank of America
  • Merrill Lynch
Academic
  • NYU Leonard N. Stern School of Business, BS
Affiliations
  • FINRA Series 7, 63

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
  • Member of AITEC, VCPEIT, and Hedge Fund Technology Group
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
  • Member of AITEC, VCPEIT, and Hedge Fund Technology Group

Julia Seelye

Director

Business Development & Investor Relations

New York

Prior Experience
  • MVision Private Equity Advisors
  • M. Klein and Company
Academic
  • Washington and Lee, BA
Affiliations
  • FINRA Series 7, 63
Business Development & Investor Relations

Julia Seelye

Director

New York

Julia is a member of the Business Development & Investor Relations team. She is responsible for business development and consultant relationships globally. Clients include public/corporate pension plans, foundations, endowments, and family offices. Julia joined Apogem Capital from PA Capital, where she had worked since 2020. She began her career in the financial services industry in 2013.

Prior Experience
  • MVision Private Equity Advisors
  • M. Klein and Company
Academic
  • Washington and Lee, BA
Affiliations
  • FINRA Series 7, 63

Jimmy Sestilio

Vice President

Private Equity

New York

Prior Experience
  • GoldPoint Partners
  • Macquarie Group
Academic
  • University of Pennsylvania, BA
Funds & Co-investments

Jimmy Sestilio

Vice President

Private Equity

New York

Jimmy 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. Jimmy joined Apogem Capital from GoldPoint Partners, where he has worked since 2019. He began his career in the financial services industry in 2016.

Prior Experience
  • GoldPoint Partners
  • Macquarie Group
Academic
  • University of Pennsylvania, BA

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 leads the Direct Lending strategy, and is responsible for 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
Credit Underwriting & Portfolio Management

Stephanie Slavkin

Managing Director

Private Credit

Chicago

Stephanie is a member of the Private Credit team. She works in the Special Assets group, focusing on risk mitigation, debt restructurings, and workouts. She also oversees performance of the Junior Debt 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 & Portfolio Management

Junaid Sozer

Managing Director

Private Credit

Chicago

Junaid is a member of the Private Credit team. He is responsible for credit portfolio management, including monitoring performance of the fDirect 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

Prior Experience
  • Federal Reserve Bank of Chicago
  • Fitch Ratings
Academica
  • University of Illinois Urbana-Champaign , BS
Credit Underwriting & Portfolio Management

Jawad Sozer

Vice President

Private Credit

Chicago

Jawad is a member of the Private Credit team. He is responsible for deal underwriting with a focus on Insurance and Financial Services. Jawad joined Apogem Capital from Madison Capital, where he has worked since 2015. He began his career in the financial services industry in 2009.

Prior Experience
  • Federal Reserve Bank of Chicago
  • Fitch Ratings
Academica
  • University of Illinois Urbana-Champaign , BS

Sarah St. Jean

Senior Director

Business Development & Investor Relations

Richmond

Prior Experience
  • T. Rowe Price
  • WSP USA
Academic
  • Towson University, MS
  • McDaniel College, BS
Affiliations
  • FINRA Series 7, 63
Business Development & Investor Relations

Sarah St. Jean

Senior Director

Richmond

Sarah is a member of the Business Development & Investor Relations team. She is responsible for overseeing investor relations, marketing, and communications. Sarah joined Apogem Capital from PA Capital, where she has worked since 2008. She began her career in the financial services industry in 2000.

Prior Experience
  • T. Rowe Price
  • WSP USA
Academic
  • Towson University, MS
  • McDaniel College, BS
Affiliations
  • FINRA Series 7, 63

Ryan Stafford

Managing Director

Private Credit

Chicago

Prior Experience
  • Wintrust Financial Corporation
Academic
  • University of Illinois Urbana-Champaign, BS
Affiliations
  • CFA
Sponsor Coverage

Ryan Stafford

Managing Director

Private Credit

Chicago

Ryan is a member of the Sponsor Coverage team. He is responsible for sponsor relationships and new business origination within the software and technology services industry. Ryan joined Apogem Capital from Madison Capital, where he has worked since 2015. He began his career in the financial services industry in 2005.

Prior Experience
  • Wintrust Financial Corporation
Academic
  • University of Illinois Urbana-Champaign, BS
Affiliations
  • CFA

Michael Stolle

Vice President

Private Credit

Chicago

Prior Experience
  • Piper Sandler
  • Fifth Street Asset Management
Academic
  • University of Kansas, BS
Credit Underwriting & Portfolio Management

Michael Stolle

Vice President

Private Credit

Chicago

Michael is a member of the Private Credit team. He is responsible for deal underwriting with a focus on the Technology Services vertical. Michael joined Apogem Capital from Madison Capital, where he has worked since 2016. He began his career in the financial services industry in 2014.

Prior Experience
  • Piper Sandler
  • Fifth Street Asset Management
Academic
  • University of Kansas, BS

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
Credit Underwriting & Portfolio Management

Rick Stone

Managing Director

Private Credit

Chicago

Rick is a member of Apogem’s Private Credit team.  He works in the Special Asset group, focusing on risk mitigation, debt restructurings, and workouts. 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

Prior Experience
  • Deloitte & Touche
Academic
  • University of Illinois Urbana-Champaign, BS
Credit Underwriting & Portfolio Management

Dominic Storto

Director

Private Credit

Chicago

Dominic is a member of the Private Credit team.  He leads a team of underwriters specializing in Insurance and Financial Services. He also works with originators to structure new deals and amendments to existing deals. Dominic joined Apogem Capital from Madison Capital, where he has worked since 2014. He began his career in the financial services industry in 2010.

Prior Experience
  • Deloitte & Touche
Academic
  • University of Illinois Urbana-Champaign, BS

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

Head of Private Equity

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 served as President and 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
Direct Lending & Capital Markets

Brian Ternes

Managing Director

Private Credit

Chicago

Brian is a member of the Private Credit team. He focuses on the Direct Lending strategy, including the structuring and management of CLOs and structured products. 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

Sam Wais

Vice President

Private Credit

Chicago

Prior Experience
  • BMO Capital Markets
  • Baird
Academic
  • University of Illinois, BA
Credit Underwriting & Portfolio Management

Sam Wais

Vice President

Private Credit

Chicago

Sam is a member of the Private Credit team. He is responsible for deal underwriting with a focus on the Generalist Industries vertical. Sam joined Apogem Capital from Madison Capital, where he has worked since 2019. He began his career in the financial services industry in 2013.

Prior Experience
  • BMO Capital Markets
  • Baird
Academic
  • University of Illinois, BA

André Warner

General Counsel

Business Services

New York

Prior Experience
  • New York Life Insurance Company
  • Dewey & LeBoeuf LLP
Academic
  • University of Pennsylvania, BA
  • Georgetown University Law Center, JD
Affiliations
  • New York City Bar Association, Member and Former Committee Chair
  • Practicing Law Institute: Presenter, Fund Strategies: From Equity and Debt to Digital Assets and ESG From Equity and Debt to Digital Assets and ESG
General Counsel

André Warner

Business Services

New York

André is General Counsel for Apogem Capital and is responsible for all legal matters related to the firm, its investment vehicles, and managed accounts. André is fully dedicated to Apogem Capital’s business but is employed by New York Life. He joined Apogem Capital from New York Life in 2023. He began his legal career in 2008.

Prior Experience
  • New York Life Insurance Company
  • Dewey & LeBoeuf LLP
Academic
  • University of Pennsylvania, BA
  • Georgetown University Law Center, JD
Affiliations
  • New York City Bar Association, Member and Former Committee Chair
  • Practicing Law Institute: Presenter, Fund Strategies: From Equity and Debt to Digital Assets and ESG From Equity and Debt to Digital Assets and ESG

Christopher Williams

Director

Private Credit

Chicago

Prior Experience
  • BMO Capital Markets – Investment Banking
  • Golub Capital – Direct Lending
Academic
  • Indiana University, BS
Credit Underwriting & Portfolio Management

Christopher Williams

Director

Private Credit

Chicago

Chris is a member of the Private Credit team.  He focuses on leading deal teams through all stages of underwriting process. Chris joined Apogem Capital from Madison Capital, where he has worked since 2019. He began his career in the financial services industry in 2011.

Prior Experience
  • BMO Capital Markets – Investment Banking
  • Golub Capital – Direct Lending
Academic
  • Indiana University, BS

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

Prior Experience
  • WP Global Partners
  • Goldman Sachs
Academic
  • Wabash College, BA
Affiliations
  • FINRA Series 7, 63
Secondaries

Stanley Xu

Director

Private Equity

Chicago

Stanley 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. Stanley joined Apogem Capital from WP Global Partners in 2023, where he had worked since 2011. He began her career in the financial services industry in 2010.

Prior Experience
  • WP Global Partners
  • Goldman Sachs
Academic
  • Wabash College, BA
Affiliations
  • FINRA Series 7, 63

Mike 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

Mike 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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