Mr. Aingorn joined Crestline in 2019 to lead our Liquid Credit Strategy and is a member of our US Corporate Credit InvestmentCommittee and ESG Committee. Prior to joining Crestline, Mr. Aingorn was a Partner at American Industrial Partners ("AIP") where he was responsible for the firm's capital markets activities and investing in leveraged loans and high yield bonds. Previously, he built and managed a portfolio of par, stressed and distressed credit opportunities in the US and Western Europe as a Portfolio Manager at BTG Pactual US Asset Management. Mr. Aingorn previously sourced, structured and executed liquid and private special situation investments as a Senior Vice President at Plainfield Asset Management. During his tenure, Mr. Aingorn has served on ad hoc creditor committees, representing creditor groups through corporate restructurings. Earlier career highlights include experience at Wellspring Capital Management and Lehman Brothers. Mr. Aingorn has an MBA from the Kellogg School of Management at Northwestern University and graduated magna cum laude with a Bachelor of Science in Finance from the Leonard N. Stern School of Business at New York University. Mr. Aingorn is the former Chairman of the Board of Members of Brick Power Holdings, a former Board Member of Airborne Tactical Advantage Company, and a former Board Member of Service Compression, LLC and a former Board Observer at Anuvu.
Mr. Bavin joined Crestline in 2023 and is a Senior Managing Director and Co-Head of Crestline’s Client Partnership Group. Tom has direct oversight of the Product Specialist, Marketing, Distribution Operations, and Investor Relations. He is also responsible for institutionalizing best practices across Crestline’s client engagement model. Tom previously worked at Barings where he was responsible for multiple functions over his tenure including Corporate Strategy, Client Portfolio Management, Product Management, and Client Service. Prior to these leadership roles he was a Client Portfolio Manager for Barings’ Structured Credit and Investment Grade Debt platforms. Before Barings, Tom worked at Standish Asset Management as a Corporate Bond and Securitzed Product trader. Tom holds the Chartered Financial Analyst designation. He was also an instructor for the Boston Security Analyst Society’s CFA review program where he taught Level I and II Fixed Income and Derivatives review classes.
Mr. Blewitt joined Crestline in 2016 as Managing Director, Human Resources. He is responsible for ensuring the firm has the best talent in place at the right time, and for the creation and administration of programs that ensure Crestline’s HR practices, public relations efforts, culture, facilities, and work environment fully support the objectives of the firm. He is also a member of the ESG Committee. Prior to joining Crestline, Mr. Blewitt was Chief Human Resources Officer for Mount Kellett Capital Management, Head of Employee Services for Bridgewater Associates, Chief Learning Officer for both Comerica Bank and BankBoston, Vice President of Training for US Robotics, and spent almost a decade each at Goldman Sachs and GE in a variety of senior human resources and facilities roles. He attended Pace University and the University of Hartford.
Mr. Blount joined Crestline Investors in June 2023 within the Client Partnership Group to support sales efforts across Europe and the Middle East. Prior to joining the firm, Mr. Blount worked at Peregrine Communications in London providing integrated marketing communications services to asset managers, hedge funds and private markets firms. He holds an M.A. in French and Russian Studies from the University of Edinburgh.
Mr. Bratton is Founder, Chief Executive Officer of Crestline Investors, the general partner of Crestline Management, L.P., the manager of a diversified family of investment products. He is the Chair of the Investment and Management Committees. Mr. Bratton has been an investment professional with organizations utilizing alternative asset strategies since 1983. He has extensive experience in credit strategies, hedge fund management, private equity and venture capital. Since 1989, Mr. Bratton has managed portfolios using these strategies on behalf of Crestline and the Bass family. During this period, he also negotiated alternative asset related purchases and joint ventures. These include: lift-outs of proprietary trading groups, seeding of asset managers and the acquisition of investment management organizations.
Mr. Bratton has been President of Crestline Investors. since 1997. Prior to founding Crestline Investors, he was employed by Taylor & Company, an investment organization associated with members of the Bass family, the Airlie Group, L.P., Investment, L.P. and Smith Barney Harris Upham. Mr. Bratton received a BS from North Carolina State University in 1981 and a Masters of Business Administration with Honors from Duke University in 1984.
Miles Bratton joined Crestline in 2023 and is Head of Strategy for the Firm’s Insurance/Reinsurance Strategies. Prior to joining Crestline, Mr. Bratton was a Vice President at Goldman Sachs in its Special Situations group. He began his career at SunTrust Robinson Humphrey (now Truist) in the investment bank’s leveraged finance underwriting group. He received a BS in Finance and a BS in Computer Science from Wake Forest University.
Mr. Brown joined Crestline in 2017 and is a Director in US Corporate Credit, where he works across the Firm’s liquid credit and private credit investing strategies. Prior to Crestline, Mr. Brown was a Manager at CR3 Partners, where he performed debtor-side financial advisory, restructuring, detailed analysis, and transaction support for middle market clients. Earlier in his career, he was a Senior Associate for a Texas-based independent sponsor, responsible for sourcing, evaluating and executing investments, as well as managing and monitoring the activities of portfolio companies. Mr. Brown graduated cum laude with a B.B.A. in Finance and Accounting from Texas Christian University and holds an M.B.A. from Southern Methodist University.
Mr. Bullard joined Crestline in 2013 and is a Managing Director in US Corporate Credit. Prior to joining the Firm, Mr. Bullard work with Raymond James & Associates as an Investment Banking Analyst. Mr. Bullard received his BS in Business Administration from Washington University in St. Louis.
Mr. Cassara joined Crestline in 2020 and is Senior Associate, Investor Relations in Crestline’s Client Partnership Group. Prior to joining Crestline, Will worked in the Controllers division at Goldman Sachs. Will holds a BBA in Finance from Baylor University.
Mr. Cassidy joined Crestline Investors in 2024 and works in the Client Partnership Group. Mr. Cassidy interned for Crestline before joining full-time in 2024. Mr. Cassidy is a graduate of Wheaton College where he received a B.S. in Economics. Mr. Cassidy is also an MBA candidate specializing in Finance at Texas Christian University (TCU) and is expected to graduate in Spring 2025.
Mr. Choy joined Crestline in 2013 as a Senior Advisor to Crestline-Kirchner, a division focusing on mature and underperforming private equity funds, and subsequently joined the Fund Liquidity Solutions Group in 2018 as a Director. Mr. Choy has 25+ years of private investment and operational experience in technology and traditional sectors. Prior to Crestline, Mr. Choy was a portfolio manager with Kirchner Group and served as the successor General Partner for lower middle market private equity funds where he oversaw the management and turnaround of underperforming portfolios. Prior to that, Mr. Choy was with CIBC Capital Partners, the merchant banking operation of CIBC, where he executed transactions and worked closely with portfolio companies across a broad range of technology subsectors. Mr. Choy graduated with a BS in Electrical Engineering with a Telecommunications specialization from the University of Alberta and an MBA from the Rotman School of Management at the University of Toronto.
Mr. Christon joined Crestline in 2015 and is a Managing Director in the Fund Liquidity Solutions Group. Mr. Christon has 24 years of financial advisory and management experience with a focus on distressed investments, corporate restructuring, and business valuations. At Crestline, Mr. Christon has been involved with several portfolio financing and fund restructuring transactions. He also oversees the portfolio financing underwriting and asset management for the Fund Liquidity Solutions Group. Prior to joining Crestline, Mr. Christon was with Waterview Advisors where he advised underperforming companies, performed business valuations and provided litigation support for clients in bankruptcy court. Before that, Mr. Christon was a member of the corporate restructuring groups at KPMG, Alvarez & Marsal and FTI Consulting. Earlier in his career, he focused on business valuations and investment banking services for the firms Bernstein, Phalon & Conklin, and Houlihan Lokey. Mr. Christon holds an MA in Applied Economics, a JD and an MBA from Southern Methodist University, and a BS in Economics from Auburn University.
Mr. Cochran joined Crestline in 1998 and serves as the Chief Operating Officer of Crestline. He is a member of the Management Committee, the Investment Committee and the ESG Committee. While at Crestline, he has also held the titles of CFO and CCO at various points in his career. Mr. Cochran has 29 years of experience in various segments of the investment industry including private equity, venture capital and hedge funds. Prior to joining the Firm in October 1998, he spent 10 years with KPMG L.L.P. (“KPMG”). During his tenure at KPMG, a majority of his time was spent working with various hedge funds, investment companies, private equity firms, venture capital groups and broker dealers performing both audit and financial due diligence services. Mr. Cochran received a B.B.A. in Accounting from Texas Christian University in 1987.
Mr. Couch joined Crestline in 2019 and is a Director in the Fund Liquidity Solutions Group. Most recently, he was a member of the Corporate Development Group at Texas Instruments where he evaluated M&A opportunities across the semiconductor industry and managed a portfolio of direct equity and VC investments on behalf of TI Ventures, including serving as a Board Observer for the Dataforth Corporation. Prior to Texas Instruments, he worked in the Financial Advisory Service practices at both Weaver and RSM, where he provided due diligence, valuation, and forensic services to a variety of middle market clients. Mr. Couch holds a B.S. degree in Business Administration from Trinity University and a M.S. in Accounting from Texas Christian University and is a CPA (inactive).
Ms. D'Arcangelo joined Crestline in 2024 as Vice President within the Client Partnership Group. Prior to joining Crestline, she was at Neuberger Berman, where she supported fundraising efforts across the firm's private equity fund offerings. Before that, Ms. D'Arcangelo worked at AlphaCat Managers, where she assisted in managing the firm’s relationships and communications with both consultants and current and prospective investors, with a focus on fundraising and marketing initiatives for Insurance-Linked Securities. Her career also includes experience at Wells Fargo’s Investment Banking division, where she covered Industrials and Public-Private Partnerships within the energy sector. Ms. D'Arcangelo holds a B.S. in Finance and Accounting from New York University’s Leonard N. Stern School of Business.
Mr. Davidson joined Crestline in 2021 and is a Director in US Corporate Credit. Prior to joining Crestline, Mr. Davidson was a Vice President at Transwestern Investment Group (“TIG”) where he was responsible for sourcing, underwriting, and executing over $2.6B in real estate transactions across multiple investment platforms and strategies. Prior to TIG, Mr. Davidson was an Associate at Hudson Advisors L.P. where he supported the management, underwriting, and disposition of commercial real estate on behalf of Lone Star Funds. Earlier in his career, Mr. Davidson worked in the Institutional Real Estate division of BBVA Compass. Mr. Davidson graduated with a B.B.A. in Finance from Southern Methodist University.
Mr. DeBerardino joined Crestline in 2024 and is an Investor Relations Associate in Crestline’s Client Partnership Group. Prior to joining Crestline, Tristan worked as an analyst at LP Analyst in Dallas, Texas. Tristan holds a BS and MS in Economics from Texas A&M University.
Mr. Delaune joined Crestline in 2015 in US Corporate Credit and leads the group’s real estate and co-investment transactions. Prior to joining the Firm, Mr. Delaune was a Vice President for Deutsche Bank in the Emerging Markets Credit Group. In this role Mr. Delaune focused on special situation credit across Emerging Markets (ex-Asia) and led the loan portfolio acquisition effort in Latin America. Prior to that, he was a research analyst in the Distressed Products Group within Deutsche Bank and focused on distressed and high-yield corporate credit. Mr. Delaune graduated from Washington & Lee University with a BS and Special Attainments in Commerce.
Mr. Derr joined Crestline in 2017 and is a Director in the Fund Liquidity Solutions Group. Mr. Derr has 15 years of experience in investment banking, debt capital markets and credit underwriting. Prior to joining Crestline, Mr. Derr worked for Macquarie Capital in the Leveraged Finance and Financial Sponsors Investment Banking groups in New York. While at Macquarie, he was responsible for structuring, underwriting and executing senior and subordinated broadly syndicated and private loans for leveraged buyouts, recapitalizations and mergers of private equity-owned companies across several industries. Before that, he held positions at Bank of America Merrill Lynch in New York within the Corporate Banking and Corporate Debt Products groups. Mr. Derr holds a Bachelor of Science degree in Finance with a minor in Economics from Pennsylvania State University.
Mr. Fillmore joined Crestline in 2021 as an Analyst in US Corporate Credit. Prior to joining the Firm, Mr. Fillmore was a Senior Audit Associate at BDO USA LLP where he led audit engagements of private investment vehicles and lower middle market firms. Mr. Fillmore graduated with a M.S. in Accountancy and Data Analytics from the University of Mississippi. He is also a CFA Charterholder and a Certified Public Accountant.
Mr. Finch joined Crestline in 2009 from Northwater where he directed the hedge fund investment teams in Toronto and New York. At Crestline Canada, Mr. Finch manages all aspects of Crestline’s beta strategies including liability-driven and portable alpha investment structures as well as hedging programs for institutional investors. Prior to joining Northwater in 2002, Mr. Finch was a Vice President and Portfolio Manager for ING Investment Management Inc., where he had responsibility for derivative, option replication, fixed income, and index portfolios. Mr. Finch also designed optimal portfolios for ING’s insurance companies, incorporating their unique liability characteristics and tax and regulatory constraints. Mr. Finch holds an Honors Bachelor of Commerce degree from Queen’s University. He has received the designation of Chartered Financial Analyst (CFA) from the CFA Institute and is a member of the Toronto CFA Society.
Mr. Fischer joined Crestline in 2021 and is a Business Development Managing Director in the Fund Liquidity Solutions Group. Mr. Fischer has 17 years’ experience in business development and alternative investments. Prior to joining Crestline, he was Director of Business Development at BDO for the Southwest Region Private Equity Services Group and a Regional Director of Business Development for Great American Group, a B. Riley Financial company. Earlier in his career, Mr. Fischer co-founded an alternative investment firm, NBM Group, and was a trading manager at Traditum Group, focused on interest rate strategies. He is the current President of the Secured Finance Network Southwest Chapter. He graduated with a BS in Biology from Boston College
Mr. Friemel joined Crestline in 2018 and is responsible for investment origination and execution within US Corporate Credit. Prior to joining the firm, he was CFO of Frontier Waste Holdings, a PE-backed solid waste management company headquartered in Dallas, TX. Prior to that, he was a Vice President of Environmental Services at Comerica Bank, focused on providing secured financing to privately held, waste management businesses across the United States and Canada. Mr. Friemel holds an M.B.A. from Southern Methodist University and a B.B.A. in Finance and Accounting from Texas Christian University.
Mr. Gabay joined Crestline in 2013 and is a Director in the Fund Liquidity Solutions Group. Mr. Gabay has more than 15 years’ experience. Prior to joining the firm Mr. Gabay was an Associate Portfolio Manager with Northwood Family Office. Within the Fund Liquidity Solutions Group, Mr. Gabay is responsible for sourcing, underwriting, and managing transactions. In addition, Mr. Gabay has been involved in a number of fund restructuring transactions, is actively involved in managing a number of portfolios and represents the firm on several portfolio company boards. Mr. Gabay received his MBA from York University’s Schulich School of Business, and is a CFA charterholder.
Mr. Golio joined Crestline in 2017 and is part of the Client Partnerships Group. Prior to joining Crestline, Mr. Golio was a Partner for Constellation Associates providing private credit third-party institutional marketing services primarily to direct lending and opportunistic managers. He specialized in direct lending, opportunistic, CLO, mezzanine and other illiquid strategies. Prior to Constellation, he was a Managing Director and the Chief Operating Officer of U.S. institutional distribution for Morgan Stanley Alternative Investment Partners. His responsibilities encompass national distribution efforts across fund of hedge funds, private equity fund of funds and real estate fund of funds business. Before joining Morgan Stanley, Mr. Golio was a Managing Director and Co-Head of Customized Solutions for UBP Asset Management LLC, where he was responsible for U.S. institutional clients and consultants and developing a marketing strategy that increased the firm’s assets two-fold. Previously, he was a Partner and Head of Business Development at Double Alpha Group, Inc. statistical arbitrage hedge fund and a Senior Vice President at Zurich Capital Markets, Inc. Hedge Fund Structured Products and Managed Assets business. Mr. Golio received a B.S. in Accounting with a minor in Economics from the State University of New York at Oswego.
Ms. Greco joined Crestline in 2023, supporting strategic relationship development and fundraising within the Client Partnership Group. Prior to joining Crestline, Ms. Greco worked in accounting operations as a Private Equity Fund Controller at Wellington Management in Boston, Massachusetts. Ms. Greco received her Bachelors of Science in Finance from Fairfield University.
Mr. Grunow joined Crestline in 2013 and is a Director in US Corporate Credit. Prior to joining the Firm, Mr. Grunow worked as a financial services auditor with Ernst & Young, LLP in their New York City and Dallas offices. Mr. Grunow was previously a licensed CPA in New York (inactive status) and has his B.B.A. and Masters in Accounting from The University of Texas at Austin. Mr. Grunow currently serves on the Board of Directors of Broadvoice, bMedia, and GiGstreem and is a former board member of Actifio, Inc.
Michael joined Crestline in 2015. Prior to Crestline he worked at BAML, Credit Suisse/DLJ, McKinsey and JP Morgan, over 26 years, principally in credit-focused roles, responsible for a variety of Distressed, Special Situations and Leveraged Finance businesses in Europe. He served with the British army in Germany and was educated at Oxford and Harvard.
Albert joined Crestline in 2022 and is responsible for investment origination and execution within US Corporate Credit. Prior to joining Crestline, Albert served as a turnaround and restructuring advisor at Alvarez and Marsal where he provided advisory services to distressed or underperforming companies. Prior to joining Alvarez and Marsal, Albert served as a Senior Vice President and Vice President at two family offices where he led investments in private equity and private credit. Earlier in his investment career, Albert focused on opportunistic credit and special situations investments at Bowery Investment Management, Beal Bank and Highland Capital Management. Albert began his career in investment banking at Lehman Brothers. Albert holds a BBA in Finance from The University of Texas at Austin and a MBA from New York University.
Mr. Hodgdon joined Crestline in 2021 as President and Board Director of the Crestline Insurance Business. Mr. Hodgdon has had extensive experience as a CEO and Board Director in leading multiple Life and Annuity insurance and reinsurance companies, and is recognized as an industry leader in the U.S. and International insurance markets. Mr. Hodgdon spent several years in Ireland as Chairman and CEO leading the AEGON insurance and reinsurance expansion in Europe. He was a past Chairman of DIMA and member of the Taoiseach Insurance Finance Committee and was integrally involved in the European Life Reinsurance and initial Solvency II directive. Mr. Hodgdon has a Bachelor of Science degree from Concordia University.
Mr. Hudson joined Crestline in 2017 in US Corporate Credit. Prior to joining the Firm, Mr. Hudson was an Associate for DalFort Capital Partners where he focused on underwriting and managing investments in the industrial manufacturing and specialty chemical sectors. Prior to his role at DalFort Capital, Matt began his career as a Credit Analyst at Frost Bank where he underwrote and managed senior secured loans across a variety of industries. Mr. Hudson received his B.B.A. in Finance and Entrepreneurial Management from Texas Christian University and an M.B.A. in Finance and Strategy from Southern Methodist University.
Mr. Jain joined Crestline in 2024 as a Director and Head of the Valuation Group. Prior to joining the firm, he spent over 15 years at KPMG LLP’s Economic and Valuation Services practice, where he led valuation projects across the financial services, industrial manufacturing, automotive, and technology sectors. His experience includes valuing intangible assets, illiquid securities, financial instruments, and business entities for mergers and acquisitions, tax restructuring, pre-deal pricing analyses, and financial reporting. Before KPMG, Mr. Jain worked in Deloitte & Touche LLP’s audit and assurance practice. Most recently, he was responsible for developing and executing valuation policies and pricing various investments at Crestline. Mr. Jain holds an M.B.A. in Finance from Drexel University and a Master’s in International Business from the School of Economics, Indore, India. He also holds an Accredited Business Valuation certification.
Ms. Jezorski joined Crestline in 2024 as an Analyst within the Client Partnership Group. Ms. Jezorski supports the product specialists with a focus on the Opportunistic Strategy. Prior to joining Crestline, she was a member of the Capital Markets team at Exeter Finance, where she supported the execution of asset-backed securitizations and private credit facilities, contributed to investor relations, and assisted in evaluating new funding initiatives. Ms. Jezorski holds a BBA in Finance from Texas Christian University's Neeley School of Business.
Mr. Jordan joined Crestline in 2016 and is Co-Head of the Client Partnership Group. Prior to joining Crestline, Mr. Jordan spent 10 years at GoldenTree Asset Management, most recently as Partner & Co-Head of Business Development and a member of GoldenTree’s Executive Committee. Prior to GoldenTree, Mr. Jordan was a Partner of High Yield Sales at Wasserstein Perella, where in 1998 he was voted Institutional Investor’s, Bond Week, High Yield salesman of the year. Earlier in his career, Mr. Jordan also spent time with Citibank and Salomon Brothers where he ran a national sales team. Mr. Jordan has been involved in credit markets and in many cycles where he has learned humility and the importance of collaborating with colleagues and clients.
Mr. Keith joined Crestline Investors in 2010 and is currently the operational lead for the Firm’s direct lending strategy. Mr. Keith has been instrumental in the development of the Firm’s direct lending reporting platform. Prior to assuming an operational role with the initial launch of Crestline Specialty Lending I in 2014, Mr. Keith was an Associate with the Firm's Client Service group. Prior to joining the Firm, Mr. Keith was an Investor Accounting Analyst and Investor Reporter with Bank of America. Mr. Keith is a graduate of Florida State University where he received a B.S. in Finance.
Mr. Kirim joined Crestline in 2021 as a Director in US Corporate Credit. Prior to joining the Firm, Mr. Kirim was a Risk and Valuation Specialist at Bloomberg LP where he led business development for Bloomberg's suite of independent pricing, liquidity, and enterprise risk solutions. Prior to joining Bloomberg, Mr. Kirim spent 10 years overseeing valuation, accounting, and portfolio risk operations at State Street and BNY Mellon. Most recently, he was responsible for the development and execution of valuation control policies and NAV oversight within State Street's asset servicing business. Mr. Kirim graduated magna cum laude with a B.A. in Finance and B.A. in Spanish from Pacific Union College. He is also a CFA Charterholder and CAIA Charterholder.
Ms. Kruse joined Crestline in 2007 and is Head of Marketing, Head of ESG, and is a member of the ESG Committee. Prior to joining Crestline, Ms. Kruse worked in the loan origination division at Chase Home Finance. Ms. Kruse is a graduate of Texas Christian University where she received her B.B.A. in Marketing.
Mr. List joined Crestline in March, 2019. Mr. List has more than 25 years of expertise providing executive management, interim management, turnaround, and financial/restructuring advisory services. Most recently he was a Partner of CR3 Partners, LLC, a national restructuring firm, with an individual focus on interim management, in and out of court restructuring and M&A. Prior to that, Mr. List spent four years heading the corporate asset management group of Mount Kellett Capital Management, a $7B Private Equity firm focused on special situations investments in North America, Europe, and Asia. Earlier in his career he worked with Mattress Giant Corporation, Crossroads LLC, and KPMG. Mr. List received his BBA in Accounting from the University of Oklahoma, and is a Certified Public Accountant (CPA), Certified Turnaround Professional (CTP) and Certified Insolvency and Restructuring Advisor (CIRA).
Mr. Loeffler joined Crestline in August 2010. He heads operations for Credit Strategies. Prior to joining the firm, Mr. Loeffler spent 5 years with Maverick Capital, Ltd. leading the internal audit function and working on special projects for the executive team. Mr. Loeffler began his career as a Senior Auditor with KPMG, where he focused a majority of his time on hedge funds, private equity funds and other investment companies. Mr. Loeffler is a CPA. He received a B.B.A. in Accounting & Finance from Texas Christian University and an M.B.A. from the University of Texas - McCombs School of Business.
Mr. Mack joined Crestline in 2015 and serves as a Managing Director in US Corporate Credit. Prior to joining the Firm, Mr. Mack was an Investment Banking Analyst with Barclays Capital, focusing on debt advisory. He received his BS in Finance from Lehigh University and MBA from University of Virginia.
Mr. Mahajan joined Crestline in 2016 and is a Senior Managing Director of the Fund Liquidity Solutions Group and a Senior Portfolio Manager of the Portfolio Financing Fund. Mr. Mahajan has 21 years of experience in private equity, banking and consulting. Prior to joining Crestline, Mr. Mahajan spent two years at Macquarie Asset Management targeting portfolio lending and structured debt solutions for mature private equity funds, as well as secondary transactions. Previously, Mr. Mahajan spent nine years at PineBridge Investments (f/k/a AIG Investments) where he was most recently a Director and senior member of the $8 billion Private Funds Group. In that capacity, he was responsible for sourcing, due diligence, negotiating and monitoring of secondary private equity transactions on a global basis. Prior to joining PineBridge, he worked on private equity and merger and acquisition opportunities at New York-based investment firms Chatterjee Group (formerly affiliated with Soros Funds) and Arcadia Investment Partners. During his career, Mr. Mahajan gained substantial operating experience at Oblix, a technology firm and portfolio company of Kleiner Perkins and APAX Partners, which was acquired by Oracle. Mr. Mahajan began his career with Deloitte Consulting where he advised multinational clients in energy, telecom, insurance, utilities and the technology sector. He holds a BS in Computer Science and Engineering from Indian Institute of Technology, Delhi, and an MBA from Columbia Business School.
Mr. Martino joined Crestline Investors in 2022 and is a Director in US Corporate Credit. Prior to joining the firm, Mr. Martino was a Managing Director at Saratoga Investment Advisors, where he was responsible for originating, structuring, and executing middle market private credit and equity investment opportunities. Mr. Martino began his career as an analyst within Credit Suisse First Boston’s Investment Banking Department and later as an Associate within Gleacher Partners’ Mergers & Acquisitions Group. He received a BA in Economics from Bucknell University and is a CFA charterholder.
Ms. Mendes joined Crestline in 2023 and is currently Vice President within the firm’s Client Partnership Group. Prior to joining Crestline, Ms. Mendes spent nine years with Gerson Lehrman Group (GLG) where she played a pivotal role in launching and co-leading the firm’s Public Credit business. Over the course of her tenure with GLG, Ms. Mendes was responsible for responsible for managing and enhancing relationships with existing clients and spearheading strategic initiatives to attract new institutional investors to the platform. Ms. Mendes holds a BA in International Affairs from the University of Texas at Austin and an MBA from Southern Methodist University, Cox School of Business.
Jonathan Morgan joined Crestline in 2019 and is focused on the Firm’s Insurance/Reinsurance Strategies. Mr. Morgan has 20 years of investment experience focused predominately in credit related assets. Prior to joining Bratton Capital, he was a portfolio manager at a Dallas based family office. He previously worked for Avenue Capital and One East Partners, both credit focused hedge funds. He began his career a Lone Star Funds, a distressed private equity fund. Mr. Morgan received a BBA degree from the University of Texas at Austin and an MBA degree from the Wharton School at the University of Pennsylvania.
Mr. Naturale joined Crestline Investors in 2024 and works in the Client Partnership Group. Mr. Naturale supports the product specialists with a focus on Capital Solutions. Prior to joining Crestline, Mr. Naturale interned and worked full-time as a credit analyst for TD Securities, focusing on Communications, Media, and Technology. Mr. Naturale is a graduate of Boston College where he received a B.S. in Finance.
Ms. Ortegon joined Crestline Investors in December of 2010. Prior to joining the Firm, Ms. Ortegon worked as a Data Warehouse Technologist and provided ongoing development, maintenance and testing of new and existing processes and structures. Ms. Ortegon graduated from Texas A&M University with a B.S. in Computer Science.
Mr. Palmer joined Crestline in 2015 and is Executive Managing Director, Co-Head of US Corporate Credit and Head of the Tech and Digital Infrastructure group. He is a member of the Management Committee and various investment committees, including Direct Lending and Capital Solutions. Since joining the Firm, Mr. Palmer has played a key role in its investing activities, directly originating and closing over $4bn of Direct Lending and Capital Solutions investments with blended, unlevered realized returns of over 17%. Mr. Palmer also maintains an active asset management role through Board of Director roles at Broadvoice, Evocative, GiGstreem, FinditParts, bMedia Group. He is a former board member of SpringCM, Inc., Riversand Technologies and Actifio, Inc.
Prior to joining the Firm, Mr. Palmer was Vice President for the Special Situations Group at Goldman Sachs where he evaluated potential investments ranging from senior debt to preferred equity and warrant investments. Mr. Palmer began his career as a financial analyst with Houlihan Lokey Howard & Zukin. Mr. Palmer graduated magna cum laude with a BBA in Finance and Accounting from Texas Christian University.
Mr. Pangrac joined Crestline in 2023 and assists the General Counsel on the Legal/Compliance team. Prior to joining Crestline, Mr. Pangrac worked at Ropes & Gray LLP and Kirkland & Ellis LLP and before attending law school, he was a helicopter pilot in the U.S. Navy. Mr. Pangrac has a J.D. from Stanford Law School, an M.S.A. from the Naval Postgraduate School, an M.A. from Georgetown University and a B.S. from the U.S. Naval Academy.
Mr. Panna joined Crestline in 2015 and is responsible for the European Capital Solutions investments. Mr. Panna was previously Co-Founder and Portfolio Manager of the Tenax Credit Opportunities Fund, one of the first private credit funds of its type in Europe. Prior to this role, he was Managing Director and Co-Head of European Special Situations at UBS in London. Prior to UBS, he was a portfolio manager running a proprietary book of illiquid special situations investments at Credit Suisse in London where he joined Mr. Guy in 2004. He has over 20 years of experience of investing in private capital transactions (structured equity and debt), financial restructurings, corporate finance advisory work and equity research experience. He currently serves on the boards of RST and several other asset-owning holding entities. He holds a BA from Lipscomb University, USA.
Mr. Payán joined Crestline in 2006 and heads Crestline’s Legal and Compliance team. Mr. Payán is responsible for overseeing a broad variety of legal, compliance and operational matters on behalf of the Firm including launching new products, serving as legal department touchpoint for investor and counterparty relationships, attending to strategic growth and expansion opportunities and internal firm matters while also overseeing the compliance department. In addition, he is a member of the Firm’s Management Committee, a participant in Credit Investment Committee meetings, serves as secretary for the Firm’s Board of Directors, sits on the Firm’s reinsurance company Board of Directors and is integrally involved in the structuring, legal diligence and closing of investment opportunities. Prior to joining the firm, Mr. Payán worked at Akin Gump Strauss Hauer & Feld LLP as an Investment Fund/Corporate attorney where he was responsible for advising and structuring hedge funds, private equity funds, fund of funds and a closed-end registered investment company in a variety of jurisdictions including the United States, Cayman Islands, BVI, Bermuda and the United Kingdom. Additionally, he has experience with the creation, implementation, and review of regulatory compliance programs. Mr. Payán has a J.D., a B.A. in History, and a B.A. in Ethnic Studies from the University of Texas. Mr. Payán also serves as a Trustee since 2009 and Member of the Investment Committee and has chaired the Legislative Committee for the City of Fort Worth Employees’ Retirement Fund and serves on the Board of Directors of Capital for Kids. In 2022 Mr. Payan was recognized as General Counsel of the Year, small legal department, by the DFW Association of Corporate Counsel.
Mr. Philipp joined Crestline in 2013 and is an Executive Managing Director in the Fund Liquidity Solutions Group, a Senior Portfolio Manager of the Portfolio Financing Fund and a member of the ESG Committee. Mr. Philipp has more than 27 years of experience in investment banking and alternative investments. Prior to joining Crestline, Mr. Philipp co-founded and managed several family-owned investment and advisory firms with holdings and operations around the world. Earlier in his career, he spent 12 years at Merrill Lynch, Deutsche Bank and Credit Suisse focused on providing structured financing strategies for alternative investment managers. He is a CFA Charterholder and a member of the Security Analysts of San Francisco. He graduated Summa Cum Laude from the University of Colorado.
Mr. Pigott joined Crestline in 2016 in the European Office. Prior to joining the firm, Joe was Managing Director, Fixed Income at Bear Stearns International. He was also a founding partner of the Pamplona Management’s Credit Opportunity Fund responsible for credit investing in their Credit Opportunities Fund and Portfolio Manager at Rosette Merchant Bank. Joe has a background in investing as well as fund structuring and marketing. Joe holds a BA in literature from the University of McGill and an MBA in Finance from McMaster University.
Allen Plunk is a Senior Associate at Crestline in the Opportunistic Strategies Group. Prior to joining the firm, Mr. Plunk was an Associate at Houlihan Lokey in the Financial Restructuring Group where he spent time working on behalf of debtors and creditors across a variety of industries including consumer, government services, and healthcare. He began his career at Crestline. Mr. Plunk holds a BBA in Finance from Southern Arkansas University and an MBA in Finance and Entrepreneurship from the Wharton School at the University of Pennsylvania.
Mr. Pope joined Crestline Investors in November of 2009. He brings to the firm an in-depth knowledge of enterprise and commercial software development processes. His prior 13 years of experience include coding and managing projects in the Education, Financial Services, Commercial Real Estate, Healthcare, Oil & Gas, Logistics and Retail business sectors. Mr. Pope graduated from Texas A&M University with a B.S. in Agricultural Engineering.
Ms. Price joined Crestline in 2010 and is responsible for marketing and investor relation operational efforts within the Client Partnership Group. Prior to joining Crestline, she was a member of the Public Relations and Communications team at the North Texas Tollway Authority. Ms. Price is a graduate of the University of North Texas where she received her B.A.A.S in Business Administration and Texas Wesleyan University where she received an M.B.A.
Mr. Ramirez joined Crestline in 2015 in US Corporate Credit. Prior to joining the Firm, Mr. Ramirez was a Senior Director for FTI Consulting, Inc. in the corporate restructuring practice. In this role, Mr. Ramirez spent over six years providing restructuring advisory and turnaround services to distressed or underperforming companies. Prior to joining FTI, Mr. Ramirez was a Vice President at Goldman Sachs where he spent five years within the Special Situations Group. He was responsible for screening and structuring first-lien, second-lien, as well as minority equity investments in select transactions. Mr. Ramirez began his career at the Archon Group, a real estate investment company wholly owned by Goldman Sachs. He spent four years in underwriting and the portfolio management of investments in commercial office, industrial, and retail properties. Mr. Ramirez graduated from Harvard University with a B.A. in Government.
Mr. Randolph rejoined Crestline in 2020 after three years running Mahonia Partners, a hedge fund focused on closed-end fund arbitrage. He was previously Head of Research for the Diversified Funds business at Crestline, which he was part of from 2002 to 2017. Prior to Crestline, Mr. Randolph co-managed a long/short equities portfolio for four years at Perot Investments and worked for AmSouth bank. He received a BA in Mathematics from Sewanee.
Mr. Redman joined Crestline in 2017 in the European Capital Solutions. Prior to joining the Firm, Mr. Redman was an Investment Director at Next Wave Partners, a European private equity firm and began his career at PWC in the deals tax and structuring group. Mr. Redman has a BSc in Economics and Management from Cardiff University and is a Chartered Accountant. Mr. Redman serves on the board of directors of Foster Denovo and 2Excel, and is a former board member of Ascona.
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Ms. Reintjes joined Crestline in 2024 and is currently Vice President within the firm’s Client Partnership Group. Prior to joining Crestline, Ms. Reintjes spent 3 years scaling early-stage financial technology businesses where she focused on leading the company’s go-to-market function. Ms. Reintjes also spent several years working for a San Francisco based private credit fund where she was responsible to managing a portfolio of loans and restructuring the firm’s distressed assets. Ms. Reintjes holds a BA in Economics from Wake Forest University.
Ms. Roberts joined Crestline in 2005 and has been in the investment advisory industry for over 25 years and has experience in registration, regulatory filings, disclosing conflicts of interest, rules on personal trading, reviewing marketing materials and maintaining compliance policies and procedures. Ms. Roberts was named CCO in 2017 and is responsible for overseeing the firm’s compliance program. She leads the Compliance Committee and also sits on Crestline’s Valuation Committees. Prior to joining Crestline, Ms. Roberts worked at HBK Investments, L.P. as financial reporting manager. Ms. Roberts is an Investment Adviser Certified Compliance Professional (IACCP), as well as a Certified Public Accountant and a Certified Internal Auditor. She holds a BA in Economics from The University of Texas at Austin and a BBA in Accounting with honors from Texas Women’s University.
Mr. Robson joined Crestline in 2009 from Northwater where he was President of Northwater Capital Management Inc. At Crestline Canada, Mr. Robson heads up the Toronto office, is responsible for business development and consultant relations for Canada and also acts a strategic relationship manager for various partner clients. Before joining Northwater in 1996, Mr. Robson gained over five years of experience in investment policy analysis, index fund management, and derivatives investing with the Ontario Municipal Employees Retirement System. Mr. Robson holds an MBA from the University of Western Ontario (OMERS). He also holds the CFA designation and is a member of the Toronto CFA Society.
Ms. Romero joined Crestline in 2022 in US Corporate Credit. Prior to joining the Firm, Ms. Romero was a Senior Associate for Guggenheim Partners in the Corporate Credit & Direct Lending group where she focused on underwriting and managing investments in the technology and software sector. Previously, she was an Associate at SunTrust Robinson Humphrey (now Truist) where she was responsible for underwriting syndicated debt transactions. Ms. Romero received her B.B.A. in Finance and Entrepreneurship from the University of Florida.
Mr. Rude joined Crestline in 2011 and assists the General Counsel on the Legal/Compliance team. Prior to joining the Firm, Mr. Rude worked at Patton Boggs LLP. Mr. Rude received his J.D. and B.A. degrees from the University of Texas at Austin.
Mr. Sarkar joined Crestline in 2015 and is responsible for European Capital Solutions investments. Mr. Sarkar was previously Co-Founder and Portfolio Manager of the Tenax Credit Opportunities Fund where he led a number of private market investments in asset backed special opportunities. He has more than 15 years’ experience investing in special situations and private equity. Over the course of his career, Mr. Sarkar has structured new facilities, led investments in asset backed platform companies, invested in the carve out of non-core businesses and both managed and invested in operational turnarounds. Mr. Sarkar has a Masters in Finance from the London Business School and is a qualified accountant with more than 6 years’ experience at Ernst & Young and Arthur Andersen where he began his career.
Ms. Sassman joined Crestline in 2000 and manages the financial reporting and back office operations for the firm. Prior to 2012, Ms. Sassman served as Controller, responsible for financial reporting, treasury oversight and compliance matters. From 2002 through 2006, she also served as Chief Compliance Officer, overseeing and managing compliance and regulatory affairs for the firm. During her tenure at Crestline, Ms. Sassman has worked with fund of funds, private equity, lending, hedge fund, secondary and capital solutions strategies. Prior to joining Crestline, Ms. Sassman was a Senior Manager in KPMG’s audit practice with both public and private clients primarily in the investment industry. Ms. Sassman earned her B.B.A. in Accounting with honors from Tarleton State University.
Mr. Semple joined Crestline in 2011 and is Executive Managing Director and Co-Head of U.S. Corporate Credit. He is a member of the Management Committee, the ESG Committee and various investment committees, including Direct Lending, North American and European Opportunistic, Insurance and Liquid. Mr. Semple also serves as the Chairman and CEO of Crestline Lending Solutions, Crestline’s private perpetual business development company (“BDC”). As a co-founder of Crestline’s credit business. Mr. Semple has played a pivotal role in its development, contributing to strategic initiatives, investment philosophy and process, portfolio management, asset management and human capital management. In addition, Mr. Semple has been actively involved in raising over $10 billion in limited partner capital and over $5 billion in debt capital from financial institutions to support Crestline strategies.
Prior to joining Crestline, Mr. Semple was Vice President in the Special Situations Group for Goldman Sachs where he was responsible for originating, underwriting, executing and managing middle market debt and equity investment opportunities. Prior to joining Goldman Sachs, Mr. Semple worked as a credit analyst within the Special Opportunities Group for TQA Investors. Mr. Semple has a BA in Economics from the University of Texas at Austin. He currently or has previously served on the Board of Directors of Urgent Team Holdings, Inc., Carepayment Technologies, Inc., Leading Pharma, LLC, Clinipace, Inc. and is a member of YPO and the Exchange Club of Fort Worth.
Mr. Semple lives in Fort Worth, Texas with his wife Lucy and three children, Louise, Ivy and Henry.
Mr. Shields joined Crestline in 2023 as a Manager in US Corporate Credit, where he is responsible for supporting valuation and asset management functions. Prior to joining Crestline, Mr. Shields was a Vice President in the Portfolio Valuation group at Kroll (formerly Duff & Phelps), where he was responsible for providing valuation opinions covering a wide range of private securities. Prior to his time at Kroll, Mr. Shields attended Texas A&M University, earning a BBA in Business Honors and Finance and MS in Accounting.
Mr. Snodgrass joined Crestline in 2022 and is a Director in US Corporate Credit. Prior to joining the Firm, Mr. Snodgrass was a Vice President at Paceline Equity Partners where he executed distressed and special situations investments in corporate credit, corporate private equity, and commercial real estate. Prior to that, he was an Associate in the Global Credit Opportunities group at Blackrock Financial Management and was an analyst at Wells Fargo Securities. Mr. Snodgrass graduated with a B.B.A. in Finance and Accounting from Texas Christian University and holds an M.B.A. from the University of Chicago Booth School of Business.
Rich joined Crestline in 2021 and serves as the Senior Tax Manager. Prior to joining Crestline, Rich worked at Deloitte working on federal tax compliance. Rich has his B.B.A./M.P.A. in Accounting from The University of Texas.
Gary Sorensen joined CL Life and Annuity as the Director, Marketing and Sales. Mr. Sorensen’s career in the financial services industry expands over 30 years working with multiple insurance companies. Mr. Sorensen’s experience has provided him with a successful background in recruiting and supporting distribution in the fixed annuities and life insurance market. Mr. Sorensen is responsible for recruiting distribution partners, managing advisor relationships, and training on product and sales concepts. He is involved in CL life’s product design and new business development. Mr. Sorensen received his Bachelor of Science degree from the University of Iowa.
Katrina Starkie joined CL Life and Annuity as the Director, Controller of Insurance Business. Ms. Starkie brings over 15 years of industry experience having previously held Controller positions at multiple life insurance companies. Ms. Starkie has extensive experience in Statutory accounting and will manage CL Life’s financial processes, and overseeing the administration of the life and annuity business. Ms. Starkie received her Accounting degree from the University of Birmingham, England and is a Chartered Accountant.
Mr. Strauss joined Crestline in 2019 and focuses on US Corporate Credit. Prior to joining Crestline, Marc worked at LStar Capital and FS Investments, where he was responsible for deal sourcing, execution and asset management for unitranche, junior capital, and special situation debt investments. In addition to his investing experience, Mr. Strauss provided debt advisory and capital raising services while working at Jefferies Financial Group and Rothschild & Co. Mr. Strauss has a BA from the University of Rochester, a JD from the University of Virginia, and a MBA from Columbia Business School. Mr. Strauss currently serves on the Board of Directors of ClareMedica, Genuine Health Group and Upperline Health.
Ms. Stronczek joined Crestline in 2017 and currently serves as a Senior Associate in the Client Partnership Group. Her key responsibilities involve supporting the marketing team with conferences, memberships, speaking engagements, and corporate hosted events. Prior to joining Crestline, Ms. Stronczek was on the Healthcare and Equity team and led the event planning team for corporate retreats and gatherings at Highland Capital Management. Past appointments include her paralegal work at The Law Offices of John David Hart, Stein Ray LLP, and Macey Bankruptcy Law. Ms. Stronczek holds a B.S. in Legal Studies and Criminal Justice, along with a Paralegal Certificate from Illinois State University.
Mr. Theuer joined Crestline in 2018 and is a Senior Associate within the Client Partnership Group. He is primarily responsible for quantitative analyses around the Firm’s private credit products including performance reporting and projections, cash flows, and fee structures. Mr. Theuer graduated summa cum laude with a BBA in Finance and General Business from Texas Wesleyan University.
Mr. Tucci joined Crestline Investors in 2023 and is an Senior Analyst in the Client Partnership Group. His responsibilities include supporting the marketing team in their efforts to develop new and existing relationships across LPs and consultants. Mr. Tucci received his BBA of Finance from McCombs School of Business at the University of Texas at Austin.
Balaji Venkatrao joined Crestline in 2024 and brings more than 14 years of structuring, execution, and portfolio management experience in the renewable energy, infrastructure, power & utilities space. Prior to Crestline, Balaji served as Director of M&A and project development at Asset Finance Partners and was a senior member of the investment & portfolio management team at GE Energy Financial Services in London. He also brings six years of European capital markets / project bond financing advisory experience as former Vice President, Credit Structuring at Deutsche Bank. Balaji holds a B.Tech in Electronics Engineering from Anna University Chennai, and he earned an MBA from the Indian Institute of Management Mumbai.
Mr. Viscusi joined Crestline in 2019 and is a Vice President in the Fund Liquidity Solutions Group. Prior to joining Crestline, Mr. Viscusi worked for BBVA in the Syndicated and Leveraged Finance group and was responsible for structuring, underwriting and arranging senior debt facilities in a variety of industries. Before that, he worked in the Financial Services audit practice with KPMG. Mr. Viscusi holds a B.S. in Business Administration from Oklahoma State University.
Mr. Williams joined Crestline in 2012 and is Chief Investment Officer. He is a member of the Management Committee and Investment Committees for all Credit Strategies. Mr. Williams has more than 24 years’ experience in alternative investments and restructuring advisor services.
Prior to joining Crestline, Mr. Williams spent the majority of his investing career at Goldman Sachs’ Special Situations Group where he developed and implemented liquid and illiquid distressed investing strategies and was responsible for deal sourcing and execution for private debt strategies. In addition to his investing experience, Mr. Williams provided restructuring and turnaround services to underperforming companies as a founding member of McKinsey & Company’s RTS group and a nationally recognized restructuring boutique. Mr. Williams has a BBA in Finance from Southern Methodist University and an MBA from Rice University.
Mr. de Wolff joined Crestline in 2022 in European Capital Solutions. Prior to joining the Firm, he was a Vice President at Tennor Holding, a global investment holding company, where he focused on executing special situations investments. He was previously a Senior Associate at HarbourVest, working on buyout and growth equity transactions across Europe. Before that, he was an Associate in the TMT investment banking team at Houlihan Lokey. Mr. de Wolff began his career at Booz & Company. He holds an MSc in Accounting from the London School of Economics and a MEng in Mechanical Engineering with Business Finance from the University College of London.
Mr. Aingorn joined Crestline in 2019 to lead our Liquid Credit Strategy and is a member of our US Corporate Credit InvestmentCommittee and ESG Committee. Prior to joining Crestline, Mr. Aingorn was a Partner at American Industrial Partners ("AIP") where he was responsible for the firm's capital markets activities and investing in leveraged loans and high yield bonds. Previously, he built and managed a portfolio of par, stressed and distressed credit opportunities in the US and Western Europe as a Portfolio Manager at BTG Pactual US Asset Management. Mr. Aingorn previously sourced, structured and executed liquid and private special situation investments as a Senior Vice President at Plainfield Asset Management. During his tenure, Mr. Aingorn has served on ad hoc creditor committees, representing creditor groups through corporate restructurings. Earlier career highlights include experience at Wellspring Capital Management and Lehman Brothers. Mr. Aingorn has an MBA from the Kellogg School of Management at Northwestern University and graduated magna cum laude with a Bachelor of Science in Finance from the Leonard N. Stern School of Business at New York University. Mr. Aingorn is the former Chairman of the Board of Members of Brick Power Holdings, a former Board Member of Airborne Tactical Advantage Company, and a former Board Member of Service Compression, LLC and a former Board Observer at Anuvu.
Mr. Bavin joined Crestline in 2023 and is a Senior Managing Director and Co-Head of Crestline’s Client Partnership Group. Tom has direct oversight of the Product Specialist, Marketing, Distribution Operations, and Investor Relations. He is also responsible for institutionalizing best practices across Crestline’s client engagement model. Tom previously worked at Barings where he was responsible for multiple functions over his tenure including Corporate Strategy, Client Portfolio Management, Product Management, and Client Service. Prior to these leadership roles he was a Client Portfolio Manager for Barings’ Structured Credit and Investment Grade Debt platforms. Before Barings, Tom worked at Standish Asset Management as a Corporate Bond and Securitzed Product trader. Tom holds the Chartered Financial Analyst designation. He was also an instructor for the Boston Security Analyst Society’s CFA review program where he taught Level I and II Fixed Income and Derivatives review classes.
Mr. Blewitt joined Crestline in 2016 as Managing Director, Human Resources. He is responsible for ensuring the firm has the best talent in place at the right time, and for the creation and administration of programs that ensure Crestline’s HR practices, public relations efforts, culture, facilities, and work environment fully support the objectives of the firm. He is also a member of the ESG Committee. Prior to joining Crestline, Mr. Blewitt was Chief Human Resources Officer for Mount Kellett Capital Management, Head of Employee Services for Bridgewater Associates, Chief Learning Officer for both Comerica Bank and BankBoston, Vice President of Training for US Robotics, and spent almost a decade each at Goldman Sachs and GE in a variety of senior human resources and facilities roles. He attended Pace University and the University of Hartford.
Mr. Blount joined Crestline Investors in June 2023 within the Client Partnership Group to support sales efforts across Europe and the Middle East. Prior to joining the firm, Mr. Blount worked at Peregrine Communications in London providing integrated marketing communications services to asset managers, hedge funds and private markets firms. He holds an M.A. in French and Russian Studies from the University of Edinburgh.
Mr. Bratton is Founder, Chief Executive Officer of Crestline Investors, the general partner of Crestline Management, L.P., the manager of a diversified family of investment products. He is the Chair of the Investment and Management Committees. Mr. Bratton has been an investment professional with organizations utilizing alternative asset strategies since 1983. He has extensive experience in credit strategies, hedge fund management, private equity and venture capital. Since 1989, Mr. Bratton has managed portfolios using these strategies on behalf of Crestline and the Bass family. During this period, he also negotiated alternative asset related purchases and joint ventures. These include: lift-outs of proprietary trading groups, seeding of asset managers and the acquisition of investment management organizations.
Mr. Bratton has been President of Crestline Investors. since 1997. Prior to founding Crestline Investors, he was employed by Taylor & Company, an investment organization associated with members of the Bass family, the Airlie Group, L.P., Investment, L.P. and Smith Barney Harris Upham. Mr. Bratton received a BS from North Carolina State University in 1981 and a Masters of Business Administration with Honors from Duke University in 1984.
Miles Bratton joined Crestline in 2023 and is Head of Strategy for the Firm’s Insurance/Reinsurance Strategies. Prior to joining Crestline, Mr. Bratton was a Vice President at Goldman Sachs in its Special Situations group. He began his career at SunTrust Robinson Humphrey (now Truist) in the investment bank’s leveraged finance underwriting group. He received a BS in Finance and a BS in Computer Science from Wake Forest University.
Mr. Brown joined Crestline in 2017 and is a Director in US Corporate Credit, where he works across the Firm’s liquid credit and private credit investing strategies. Prior to Crestline, Mr. Brown was a Manager at CR3 Partners, where he performed debtor-side financial advisory, restructuring, detailed analysis, and transaction support for middle market clients. Earlier in his career, he was a Senior Associate for a Texas-based independent sponsor, responsible for sourcing, evaluating and executing investments, as well as managing and monitoring the activities of portfolio companies. Mr. Brown graduated cum laude with a B.B.A. in Finance and Accounting from Texas Christian University and holds an M.B.A. from Southern Methodist University.
Mr. Bullard joined Crestline in 2013 and is a Managing Director in US Corporate Credit. Prior to joining the Firm, Mr. Bullard work with Raymond James & Associates as an Investment Banking Analyst. Mr. Bullard received his BS in Business Administration from Washington University in St. Louis.
Mr. Cassara joined Crestline in 2020 and is Senior Associate, Investor Relations in Crestline’s Client Partnership Group. Prior to joining Crestline, Will worked in the Controllers division at Goldman Sachs. Will holds a BBA in Finance from Baylor University.
Mr. Cassidy joined Crestline Investors in 2024 and works in the Client Partnership Group. Mr. Cassidy interned for Crestline before joining full-time in 2024. Mr. Cassidy is a graduate of Wheaton College where he received a B.S. in Economics. Mr. Cassidy is also an MBA candidate specializing in Finance at Texas Christian University (TCU) and is expected to graduate in Spring 2025.
Mr. Choy joined Crestline in 2013 as a Senior Advisor to Crestline-Kirchner, a division focusing on mature and underperforming private equity funds, and subsequently joined the Fund Liquidity Solutions Group in 2018 as a Director. Mr. Choy has 25+ years of private investment and operational experience in technology and traditional sectors. Prior to Crestline, Mr. Choy was a portfolio manager with Kirchner Group and served as the successor General Partner for lower middle market private equity funds where he oversaw the management and turnaround of underperforming portfolios. Prior to that, Mr. Choy was with CIBC Capital Partners, the merchant banking operation of CIBC, where he executed transactions and worked closely with portfolio companies across a broad range of technology subsectors. Mr. Choy graduated with a BS in Electrical Engineering with a Telecommunications specialization from the University of Alberta and an MBA from the Rotman School of Management at the University of Toronto.
Mr. Christon joined Crestline in 2015 and is a Managing Director in the Fund Liquidity Solutions Group. Mr. Christon has 24 years of financial advisory and management experience with a focus on distressed investments, corporate restructuring, and business valuations. At Crestline, Mr. Christon has been involved with several portfolio financing and fund restructuring transactions. He also oversees the portfolio financing underwriting and asset management for the Fund Liquidity Solutions Group. Prior to joining Crestline, Mr. Christon was with Waterview Advisors where he advised underperforming companies, performed business valuations and provided litigation support for clients in bankruptcy court. Before that, Mr. Christon was a member of the corporate restructuring groups at KPMG, Alvarez & Marsal and FTI Consulting. Earlier in his career, he focused on business valuations and investment banking services for the firms Bernstein, Phalon & Conklin, and Houlihan Lokey. Mr. Christon holds an MA in Applied Economics, a JD and an MBA from Southern Methodist University, and a BS in Economics from Auburn University.
Mr. Cochran joined Crestline in 1998 and serves as the Chief Operating Officer of Crestline. He is a member of the Management Committee, the Investment Committee and the ESG Committee. While at Crestline, he has also held the titles of CFO and CCO at various points in his career. Mr. Cochran has 29 years of experience in various segments of the investment industry including private equity, venture capital and hedge funds. Prior to joining the Firm in October 1998, he spent 10 years with KPMG L.L.P. (“KPMG”). During his tenure at KPMG, a majority of his time was spent working with various hedge funds, investment companies, private equity firms, venture capital groups and broker dealers performing both audit and financial due diligence services. Mr. Cochran received a B.B.A. in Accounting from Texas Christian University in 1987.
Mr. Couch joined Crestline in 2019 and is a Director in the Fund Liquidity Solutions Group. Most recently, he was a member of the Corporate Development Group at Texas Instruments where he evaluated M&A opportunities across the semiconductor industry and managed a portfolio of direct equity and VC investments on behalf of TI Ventures, including serving as a Board Observer for the Dataforth Corporation. Prior to Texas Instruments, he worked in the Financial Advisory Service practices at both Weaver and RSM, where he provided due diligence, valuation, and forensic services to a variety of middle market clients. Mr. Couch holds a B.S. degree in Business Administration from Trinity University and a M.S. in Accounting from Texas Christian University and is a CPA (inactive).
Ms. D'Arcangelo joined Crestline in 2024 as Vice President within the Client Partnership Group. Prior to joining Crestline, she was at Neuberger Berman, where she supported fundraising efforts across the firm's private equity fund offerings. Before that, Ms. D'Arcangelo worked at AlphaCat Managers, where she assisted in managing the firm’s relationships and communications with both consultants and current and prospective investors, with a focus on fundraising and marketing initiatives for Insurance-Linked Securities. Her career also includes experience at Wells Fargo’s Investment Banking division, where she covered Industrials and Public-Private Partnerships within the energy sector. Ms. D'Arcangelo holds a B.S. in Finance and Accounting from New York University’s Leonard N. Stern School of Business.
Mr. Davidson joined Crestline in 2021 and is a Director in US Corporate Credit. Prior to joining Crestline, Mr. Davidson was a Vice President at Transwestern Investment Group (“TIG”) where he was responsible for sourcing, underwriting, and executing over $2.6B in real estate transactions across multiple investment platforms and strategies. Prior to TIG, Mr. Davidson was an Associate at Hudson Advisors L.P. where he supported the management, underwriting, and disposition of commercial real estate on behalf of Lone Star Funds. Earlier in his career, Mr. Davidson worked in the Institutional Real Estate division of BBVA Compass. Mr. Davidson graduated with a B.B.A. in Finance from Southern Methodist University.
Mr. DeBerardino joined Crestline in 2024 and is an Investor Relations Associate in Crestline’s Client Partnership Group. Prior to joining Crestline, Tristan worked as an analyst at LP Analyst in Dallas, Texas. Tristan holds a BS and MS in Economics from Texas A&M University.
Mr. Delaune joined Crestline in 2015 in US Corporate Credit and leads the group’s real estate and co-investment transactions. Prior to joining the Firm, Mr. Delaune was a Vice President for Deutsche Bank in the Emerging Markets Credit Group. In this role Mr. Delaune focused on special situation credit across Emerging Markets (ex-Asia) and led the loan portfolio acquisition effort in Latin America. Prior to that, he was a research analyst in the Distressed Products Group within Deutsche Bank and focused on distressed and high-yield corporate credit. Mr. Delaune graduated from Washington & Lee University with a BS and Special Attainments in Commerce.
Mr. Derr joined Crestline in 2017 and is a Director in the Fund Liquidity Solutions Group. Mr. Derr has 15 years of experience in investment banking, debt capital markets and credit underwriting. Prior to joining Crestline, Mr. Derr worked for Macquarie Capital in the Leveraged Finance and Financial Sponsors Investment Banking groups in New York. While at Macquarie, he was responsible for structuring, underwriting and executing senior and subordinated broadly syndicated and private loans for leveraged buyouts, recapitalizations and mergers of private equity-owned companies across several industries. Before that, he held positions at Bank of America Merrill Lynch in New York within the Corporate Banking and Corporate Debt Products groups. Mr. Derr holds a Bachelor of Science degree in Finance with a minor in Economics from Pennsylvania State University.
Mr. Fillmore joined Crestline in 2021 as an Analyst in US Corporate Credit. Prior to joining the Firm, Mr. Fillmore was a Senior Audit Associate at BDO USA LLP where he led audit engagements of private investment vehicles and lower middle market firms. Mr. Fillmore graduated with a M.S. in Accountancy and Data Analytics from the University of Mississippi. He is also a CFA Charterholder and a Certified Public Accountant.
Mr. Finch joined Crestline in 2009 from Northwater where he directed the hedge fund investment teams in Toronto and New York. At Crestline Canada, Mr. Finch manages all aspects of Crestline’s beta strategies including liability-driven and portable alpha investment structures as well as hedging programs for institutional investors. Prior to joining Northwater in 2002, Mr. Finch was a Vice President and Portfolio Manager for ING Investment Management Inc., where he had responsibility for derivative, option replication, fixed income, and index portfolios. Mr. Finch also designed optimal portfolios for ING’s insurance companies, incorporating their unique liability characteristics and tax and regulatory constraints. Mr. Finch holds an Honors Bachelor of Commerce degree from Queen’s University. He has received the designation of Chartered Financial Analyst (CFA) from the CFA Institute and is a member of the Toronto CFA Society.
Mr. Fischer joined Crestline in 2021 and is a Business Development Managing Director in the Fund Liquidity Solutions Group. Mr. Fischer has 17 years’ experience in business development and alternative investments. Prior to joining Crestline, he was Director of Business Development at BDO for the Southwest Region Private Equity Services Group and a Regional Director of Business Development for Great American Group, a B. Riley Financial company. Earlier in his career, Mr. Fischer co-founded an alternative investment firm, NBM Group, and was a trading manager at Traditum Group, focused on interest rate strategies. He is the current President of the Secured Finance Network Southwest Chapter. He graduated with a BS in Biology from Boston College
Mr. Friemel joined Crestline in 2018 and is responsible for investment origination and execution within US Corporate Credit. Prior to joining the firm, he was CFO of Frontier Waste Holdings, a PE-backed solid waste management company headquartered in Dallas, TX. Prior to that, he was a Vice President of Environmental Services at Comerica Bank, focused on providing secured financing to privately held, waste management businesses across the United States and Canada. Mr. Friemel holds an M.B.A. from Southern Methodist University and a B.B.A. in Finance and Accounting from Texas Christian University.
Mr. Gabay joined Crestline in 2013 and is a Director in the Fund Liquidity Solutions Group. Mr. Gabay has more than 15 years’ experience. Prior to joining the firm Mr. Gabay was an Associate Portfolio Manager with Northwood Family Office. Within the Fund Liquidity Solutions Group, Mr. Gabay is responsible for sourcing, underwriting, and managing transactions. In addition, Mr. Gabay has been involved in a number of fund restructuring transactions, is actively involved in managing a number of portfolios and represents the firm on several portfolio company boards. Mr. Gabay received his MBA from York University’s Schulich School of Business, and is a CFA charterholder.
Mr. Golio joined Crestline in 2017 and is part of the Client Partnerships Group. Prior to joining Crestline, Mr. Golio was a Partner for Constellation Associates providing private credit third-party institutional marketing services primarily to direct lending and opportunistic managers. He specialized in direct lending, opportunistic, CLO, mezzanine and other illiquid strategies. Prior to Constellation, he was a Managing Director and the Chief Operating Officer of U.S. institutional distribution for Morgan Stanley Alternative Investment Partners. His responsibilities encompass national distribution efforts across fund of hedge funds, private equity fund of funds and real estate fund of funds business. Before joining Morgan Stanley, Mr. Golio was a Managing Director and Co-Head of Customized Solutions for UBP Asset Management LLC, where he was responsible for U.S. institutional clients and consultants and developing a marketing strategy that increased the firm’s assets two-fold. Previously, he was a Partner and Head of Business Development at Double Alpha Group, Inc. statistical arbitrage hedge fund and a Senior Vice President at Zurich Capital Markets, Inc. Hedge Fund Structured Products and Managed Assets business. Mr. Golio received a B.S. in Accounting with a minor in Economics from the State University of New York at Oswego.
Ms. Greco joined Crestline in 2023, supporting strategic relationship development and fundraising within the Client Partnership Group. Prior to joining Crestline, Ms. Greco worked in accounting operations as a Private Equity Fund Controller at Wellington Management in Boston, Massachusetts. Ms. Greco received her Bachelors of Science in Finance from Fairfield University.
Mr. Grunow joined Crestline in 2013 and is a Director in US Corporate Credit. Prior to joining the Firm, Mr. Grunow worked as a financial services auditor with Ernst & Young, LLP in their New York City and Dallas offices. Mr. Grunow was previously a licensed CPA in New York (inactive status) and has his B.B.A. and Masters in Accounting from The University of Texas at Austin. Mr. Grunow currently serves on the Board of Directors of Broadvoice, bMedia, and GiGstreem and is a former board member of Actifio, Inc.
Michael joined Crestline in 2015. Prior to Crestline he worked at BAML, Credit Suisse/DLJ, McKinsey and JP Morgan, over 26 years, principally in credit-focused roles, responsible for a variety of Distressed, Special Situations and Leveraged Finance businesses in Europe. He served with the British army in Germany and was educated at Oxford and Harvard.
Albert joined Crestline in 2022 and is responsible for investment origination and execution within US Corporate Credit. Prior to joining Crestline, Albert served as a turnaround and restructuring advisor at Alvarez and Marsal where he provided advisory services to distressed or underperforming companies. Prior to joining Alvarez and Marsal, Albert served as a Senior Vice President and Vice President at two family offices where he led investments in private equity and private credit. Earlier in his investment career, Albert focused on opportunistic credit and special situations investments at Bowery Investment Management, Beal Bank and Highland Capital Management. Albert began his career in investment banking at Lehman Brothers. Albert holds a BBA in Finance from The University of Texas at Austin and a MBA from New York University.
Mr. Hodgdon joined Crestline in 2021 as President and Board Director of the Crestline Insurance Business. Mr. Hodgdon has had extensive experience as a CEO and Board Director in leading multiple Life and Annuity insurance and reinsurance companies, and is recognized as an industry leader in the U.S. and International insurance markets. Mr. Hodgdon spent several years in Ireland as Chairman and CEO leading the AEGON insurance and reinsurance expansion in Europe. He was a past Chairman of DIMA and member of the Taoiseach Insurance Finance Committee and was integrally involved in the European Life Reinsurance and initial Solvency II directive. Mr. Hodgdon has a Bachelor of Science degree from Concordia University.
Mr. Hudson joined Crestline in 2017 in US Corporate Credit. Prior to joining the Firm, Mr. Hudson was an Associate for DalFort Capital Partners where he focused on underwriting and managing investments in the industrial manufacturing and specialty chemical sectors. Prior to his role at DalFort Capital, Matt began his career as a Credit Analyst at Frost Bank where he underwrote and managed senior secured loans across a variety of industries. Mr. Hudson received his B.B.A. in Finance and Entrepreneurial Management from Texas Christian University and an M.B.A. in Finance and Strategy from Southern Methodist University.
Mr. Jain joined Crestline in 2024 as a Director and Head of the Valuation Group. Prior to joining the firm, he spent over 15 years at KPMG LLP’s Economic and Valuation Services practice, where he led valuation projects across the financial services, industrial manufacturing, automotive, and technology sectors. His experience includes valuing intangible assets, illiquid securities, financial instruments, and business entities for mergers and acquisitions, tax restructuring, pre-deal pricing analyses, and financial reporting. Before KPMG, Mr. Jain worked in Deloitte & Touche LLP’s audit and assurance practice. Most recently, he was responsible for developing and executing valuation policies and pricing various investments at Crestline. Mr. Jain holds an M.B.A. in Finance from Drexel University and a Master’s in International Business from the School of Economics, Indore, India. He also holds an Accredited Business Valuation certification.
Ms. Jezorski joined Crestline in 2024 as an Analyst within the Client Partnership Group. Ms. Jezorski supports the product specialists with a focus on the Opportunistic Strategy. Prior to joining Crestline, she was a member of the Capital Markets team at Exeter Finance, where she supported the execution of asset-backed securitizations and private credit facilities, contributed to investor relations, and assisted in evaluating new funding initiatives. Ms. Jezorski holds a BBA in Finance from Texas Christian University's Neeley School of Business.
Mr. Jordan joined Crestline in 2016 and is Co-Head of the Client Partnership Group. Prior to joining Crestline, Mr. Jordan spent 10 years at GoldenTree Asset Management, most recently as Partner & Co-Head of Business Development and a member of GoldenTree’s Executive Committee. Prior to GoldenTree, Mr. Jordan was a Partner of High Yield Sales at Wasserstein Perella, where in 1998 he was voted Institutional Investor’s, Bond Week, High Yield salesman of the year. Earlier in his career, Mr. Jordan also spent time with Citibank and Salomon Brothers where he ran a national sales team. Mr. Jordan has been involved in credit markets and in many cycles where he has learned humility and the importance of collaborating with colleagues and clients.
Mr. Keith joined Crestline Investors in 2010 and is currently the operational lead for the Firm’s direct lending strategy. Mr. Keith has been instrumental in the development of the Firm’s direct lending reporting platform. Prior to assuming an operational role with the initial launch of Crestline Specialty Lending I in 2014, Mr. Keith was an Associate with the Firm's Client Service group. Prior to joining the Firm, Mr. Keith was an Investor Accounting Analyst and Investor Reporter with Bank of America. Mr. Keith is a graduate of Florida State University where he received a B.S. in Finance.
Mr. Kirim joined Crestline in 2021 as a Director in US Corporate Credit. Prior to joining the Firm, Mr. Kirim was a Risk and Valuation Specialist at Bloomberg LP where he led business development for Bloomberg's suite of independent pricing, liquidity, and enterprise risk solutions. Prior to joining Bloomberg, Mr. Kirim spent 10 years overseeing valuation, accounting, and portfolio risk operations at State Street and BNY Mellon. Most recently, he was responsible for the development and execution of valuation control policies and NAV oversight within State Street's asset servicing business. Mr. Kirim graduated magna cum laude with a B.A. in Finance and B.A. in Spanish from Pacific Union College. He is also a CFA Charterholder and CAIA Charterholder.
Ms. Kruse joined Crestline in 2007 and is Head of Marketing, Head of ESG, and is a member of the ESG Committee. Prior to joining Crestline, Ms. Kruse worked in the loan origination division at Chase Home Finance. Ms. Kruse is a graduate of Texas Christian University where she received her B.B.A. in Marketing.
Mr. List joined Crestline in March, 2019. Mr. List has more than 25 years of expertise providing executive management, interim management, turnaround, and financial/restructuring advisory services. Most recently he was a Partner of CR3 Partners, LLC, a national restructuring firm, with an individual focus on interim management, in and out of court restructuring and M&A. Prior to that, Mr. List spent four years heading the corporate asset management group of Mount Kellett Capital Management, a $7B Private Equity firm focused on special situations investments in North America, Europe, and Asia. Earlier in his career he worked with Mattress Giant Corporation, Crossroads LLC, and KPMG. Mr. List received his BBA in Accounting from the University of Oklahoma, and is a Certified Public Accountant (CPA), Certified Turnaround Professional (CTP) and Certified Insolvency and Restructuring Advisor (CIRA).
Mr. Loeffler joined Crestline in August 2010. He heads operations for Credit Strategies. Prior to joining the firm, Mr. Loeffler spent 5 years with Maverick Capital, Ltd. leading the internal audit function and working on special projects for the executive team. Mr. Loeffler began his career as a Senior Auditor with KPMG, where he focused a majority of his time on hedge funds, private equity funds and other investment companies. Mr. Loeffler is a CPA. He received a B.B.A. in Accounting & Finance from Texas Christian University and an M.B.A. from the University of Texas - McCombs School of Business.
Mr. Mack joined Crestline in 2015 and serves as a Managing Director in US Corporate Credit. Prior to joining the Firm, Mr. Mack was an Investment Banking Analyst with Barclays Capital, focusing on debt advisory. He received his BS in Finance from Lehigh University and MBA from University of Virginia.
Mr. Mahajan joined Crestline in 2016 and is a Senior Managing Director of the Fund Liquidity Solutions Group and a Senior Portfolio Manager of the Portfolio Financing Fund. Mr. Mahajan has 21 years of experience in private equity, banking and consulting. Prior to joining Crestline, Mr. Mahajan spent two years at Macquarie Asset Management targeting portfolio lending and structured debt solutions for mature private equity funds, as well as secondary transactions. Previously, Mr. Mahajan spent nine years at PineBridge Investments (f/k/a AIG Investments) where he was most recently a Director and senior member of the $8 billion Private Funds Group. In that capacity, he was responsible for sourcing, due diligence, negotiating and monitoring of secondary private equity transactions on a global basis. Prior to joining PineBridge, he worked on private equity and merger and acquisition opportunities at New York-based investment firms Chatterjee Group (formerly affiliated with Soros Funds) and Arcadia Investment Partners. During his career, Mr. Mahajan gained substantial operating experience at Oblix, a technology firm and portfolio company of Kleiner Perkins and APAX Partners, which was acquired by Oracle. Mr. Mahajan began his career with Deloitte Consulting where he advised multinational clients in energy, telecom, insurance, utilities and the technology sector. He holds a BS in Computer Science and Engineering from Indian Institute of Technology, Delhi, and an MBA from Columbia Business School.
Mr. Martino joined Crestline Investors in 2022 and is a Director in US Corporate Credit. Prior to joining the firm, Mr. Martino was a Managing Director at Saratoga Investment Advisors, where he was responsible for originating, structuring, and executing middle market private credit and equity investment opportunities. Mr. Martino began his career as an analyst within Credit Suisse First Boston’s Investment Banking Department and later as an Associate within Gleacher Partners’ Mergers & Acquisitions Group. He received a BA in Economics from Bucknell University and is a CFA charterholder.
Ms. Mendes joined Crestline in 2023 and is currently Vice President within the firm’s Client Partnership Group. Prior to joining Crestline, Ms. Mendes spent nine years with Gerson Lehrman Group (GLG) where she played a pivotal role in launching and co-leading the firm’s Public Credit business. Over the course of her tenure with GLG, Ms. Mendes was responsible for responsible for managing and enhancing relationships with existing clients and spearheading strategic initiatives to attract new institutional investors to the platform. Ms. Mendes holds a BA in International Affairs from the University of Texas at Austin and an MBA from Southern Methodist University, Cox School of Business.
Jonathan Morgan joined Crestline in 2019 and is focused on the Firm’s Insurance/Reinsurance Strategies. Mr. Morgan has 20 years of investment experience focused predominately in credit related assets. Prior to joining Bratton Capital, he was a portfolio manager at a Dallas based family office. He previously worked for Avenue Capital and One East Partners, both credit focused hedge funds. He began his career a Lone Star Funds, a distressed private equity fund. Mr. Morgan received a BBA degree from the University of Texas at Austin and an MBA degree from the Wharton School at the University of Pennsylvania.
Mr. Naturale joined Crestline Investors in 2024 and works in the Client Partnership Group. Mr. Naturale supports the product specialists with a focus on Capital Solutions. Prior to joining Crestline, Mr. Naturale interned and worked full-time as a credit analyst for TD Securities, focusing on Communications, Media, and Technology. Mr. Naturale is a graduate of Boston College where he received a B.S. in Finance.
Ms. Ortegon joined Crestline Investors in December of 2010. Prior to joining the Firm, Ms. Ortegon worked as a Data Warehouse Technologist and provided ongoing development, maintenance and testing of new and existing processes and structures. Ms. Ortegon graduated from Texas A&M University with a B.S. in Computer Science.
Mr. Palmer joined Crestline in 2015 and is Executive Managing Director, Co-Head of US Corporate Credit and Head of the Tech and Digital Infrastructure group. He is a member of the Management Committee and various investment committees, including Direct Lending and Capital Solutions. Since joining the Firm, Mr. Palmer has played a key role in its investing activities, directly originating and closing over $4bn of Direct Lending and Capital Solutions investments with blended, unlevered realized returns of over 17%. Mr. Palmer also maintains an active asset management role through Board of Director roles at Broadvoice, Evocative, GiGstreem, FinditParts, bMedia Group. He is a former board member of SpringCM, Inc., Riversand Technologies and Actifio, Inc.
Prior to joining the Firm, Mr. Palmer was Vice President for the Special Situations Group at Goldman Sachs where he evaluated potential investments ranging from senior debt to preferred equity and warrant investments. Mr. Palmer began his career as a financial analyst with Houlihan Lokey Howard & Zukin. Mr. Palmer graduated magna cum laude with a BBA in Finance and Accounting from Texas Christian University.
Mr. Pangrac joined Crestline in 2023 and assists the General Counsel on the Legal/Compliance team. Prior to joining Crestline, Mr. Pangrac worked at Ropes & Gray LLP and Kirkland & Ellis LLP and before attending law school, he was a helicopter pilot in the U.S. Navy. Mr. Pangrac has a J.D. from Stanford Law School, an M.S.A. from the Naval Postgraduate School, an M.A. from Georgetown University and a B.S. from the U.S. Naval Academy.
Mr. Panna joined Crestline in 2015 and is responsible for the European Capital Solutions investments. Mr. Panna was previously Co-Founder and Portfolio Manager of the Tenax Credit Opportunities Fund, one of the first private credit funds of its type in Europe. Prior to this role, he was Managing Director and Co-Head of European Special Situations at UBS in London. Prior to UBS, he was a portfolio manager running a proprietary book of illiquid special situations investments at Credit Suisse in London where he joined Mr. Guy in 2004. He has over 20 years of experience of investing in private capital transactions (structured equity and debt), financial restructurings, corporate finance advisory work and equity research experience. He currently serves on the boards of RST and several other asset-owning holding entities. He holds a BA from Lipscomb University, USA.
Mr. Payán joined Crestline in 2006 and heads Crestline’s Legal and Compliance team. Mr. Payán is responsible for overseeing a broad variety of legal, compliance and operational matters on behalf of the Firm including launching new products, serving as legal department touchpoint for investor and counterparty relationships, attending to strategic growth and expansion opportunities and internal firm matters while also overseeing the compliance department. In addition, he is a member of the Firm’s Management Committee, a participant in Credit Investment Committee meetings, serves as secretary for the Firm’s Board of Directors, sits on the Firm’s reinsurance company Board of Directors and is integrally involved in the structuring, legal diligence and closing of investment opportunities. Prior to joining the firm, Mr. Payán worked at Akin Gump Strauss Hauer & Feld LLP as an Investment Fund/Corporate attorney where he was responsible for advising and structuring hedge funds, private equity funds, fund of funds and a closed-end registered investment company in a variety of jurisdictions including the United States, Cayman Islands, BVI, Bermuda and the United Kingdom. Additionally, he has experience with the creation, implementation, and review of regulatory compliance programs. Mr. Payán has a J.D., a B.A. in History, and a B.A. in Ethnic Studies from the University of Texas. Mr. Payán also serves as a Trustee since 2009 and Member of the Investment Committee and has chaired the Legislative Committee for the City of Fort Worth Employees’ Retirement Fund and serves on the Board of Directors of Capital for Kids. In 2022 Mr. Payan was recognized as General Counsel of the Year, small legal department, by the DFW Association of Corporate Counsel.
Mr. Philipp joined Crestline in 2013 and is an Executive Managing Director in the Fund Liquidity Solutions Group, a Senior Portfolio Manager of the Portfolio Financing Fund and a member of the ESG Committee. Mr. Philipp has more than 27 years of experience in investment banking and alternative investments. Prior to joining Crestline, Mr. Philipp co-founded and managed several family-owned investment and advisory firms with holdings and operations around the world. Earlier in his career, he spent 12 years at Merrill Lynch, Deutsche Bank and Credit Suisse focused on providing structured financing strategies for alternative investment managers. He is a CFA Charterholder and a member of the Security Analysts of San Francisco. He graduated Summa Cum Laude from the University of Colorado.
Mr. Pigott joined Crestline in 2016 in the European Office. Prior to joining the firm, Joe was Managing Director, Fixed Income at Bear Stearns International. He was also a founding partner of the Pamplona Management’s Credit Opportunity Fund responsible for credit investing in their Credit Opportunities Fund and Portfolio Manager at Rosette Merchant Bank. Joe has a background in investing as well as fund structuring and marketing. Joe holds a BA in literature from the University of McGill and an MBA in Finance from McMaster University.
Allen Plunk is a Senior Associate at Crestline in the Opportunistic Strategies Group. Prior to joining the firm, Mr. Plunk was an Associate at Houlihan Lokey in the Financial Restructuring Group where he spent time working on behalf of debtors and creditors across a variety of industries including consumer, government services, and healthcare. He began his career at Crestline. Mr. Plunk holds a BBA in Finance from Southern Arkansas University and an MBA in Finance and Entrepreneurship from the Wharton School at the University of Pennsylvania.
Mr. Pope joined Crestline Investors in November of 2009. He brings to the firm an in-depth knowledge of enterprise and commercial software development processes. His prior 13 years of experience include coding and managing projects in the Education, Financial Services, Commercial Real Estate, Healthcare, Oil & Gas, Logistics and Retail business sectors. Mr. Pope graduated from Texas A&M University with a B.S. in Agricultural Engineering.
Ms. Price joined Crestline in 2010 and is responsible for marketing and investor relation operational efforts within the Client Partnership Group. Prior to joining Crestline, she was a member of the Public Relations and Communications team at the North Texas Tollway Authority. Ms. Price is a graduate of the University of North Texas where she received her B.A.A.S in Business Administration and Texas Wesleyan University where she received an M.B.A.
Mr. Ramirez joined Crestline in 2015 in US Corporate Credit. Prior to joining the Firm, Mr. Ramirez was a Senior Director for FTI Consulting, Inc. in the corporate restructuring practice. In this role, Mr. Ramirez spent over six years providing restructuring advisory and turnaround services to distressed or underperforming companies. Prior to joining FTI, Mr. Ramirez was a Vice President at Goldman Sachs where he spent five years within the Special Situations Group. He was responsible for screening and structuring first-lien, second-lien, as well as minority equity investments in select transactions. Mr. Ramirez began his career at the Archon Group, a real estate investment company wholly owned by Goldman Sachs. He spent four years in underwriting and the portfolio management of investments in commercial office, industrial, and retail properties. Mr. Ramirez graduated from Harvard University with a B.A. in Government.
Mr. Randolph rejoined Crestline in 2020 after three years running Mahonia Partners, a hedge fund focused on closed-end fund arbitrage. He was previously Head of Research for the Diversified Funds business at Crestline, which he was part of from 2002 to 2017. Prior to Crestline, Mr. Randolph co-managed a long/short equities portfolio for four years at Perot Investments and worked for AmSouth bank. He received a BA in Mathematics from Sewanee.
Mr. Redman joined Crestline in 2017 in the European Capital Solutions. Prior to joining the Firm, Mr. Redman was an Investment Director at Next Wave Partners, a European private equity firm and began his career at PWC in the deals tax and structuring group. Mr. Redman has a BSc in Economics and Management from Cardiff University and is a Chartered Accountant. Mr. Redman serves on the board of directors of Foster Denovo and 2Excel, and is a former board member of Ascona.
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Ms. Reintjes joined Crestline in 2024 and is currently Vice President within the firm’s Client Partnership Group. Prior to joining Crestline, Ms. Reintjes spent 3 years scaling early-stage financial technology businesses where she focused on leading the company’s go-to-market function. Ms. Reintjes also spent several years working for a San Francisco based private credit fund where she was responsible to managing a portfolio of loans and restructuring the firm’s distressed assets. Ms. Reintjes holds a BA in Economics from Wake Forest University.
Ms. Roberts joined Crestline in 2005 and has been in the investment advisory industry for over 25 years and has experience in registration, regulatory filings, disclosing conflicts of interest, rules on personal trading, reviewing marketing materials and maintaining compliance policies and procedures. Ms. Roberts was named CCO in 2017 and is responsible for overseeing the firm’s compliance program. She leads the Compliance Committee and also sits on Crestline’s Valuation Committees. Prior to joining Crestline, Ms. Roberts worked at HBK Investments, L.P. as financial reporting manager. Ms. Roberts is an Investment Adviser Certified Compliance Professional (IACCP), as well as a Certified Public Accountant and a Certified Internal Auditor. She holds a BA in Economics from The University of Texas at Austin and a BBA in Accounting with honors from Texas Women’s University.
Mr. Robson joined Crestline in 2009 from Northwater where he was President of Northwater Capital Management Inc. At Crestline Canada, Mr. Robson heads up the Toronto office, is responsible for business development and consultant relations for Canada and also acts a strategic relationship manager for various partner clients. Before joining Northwater in 1996, Mr. Robson gained over five years of experience in investment policy analysis, index fund management, and derivatives investing with the Ontario Municipal Employees Retirement System. Mr. Robson holds an MBA from the University of Western Ontario (OMERS). He also holds the CFA designation and is a member of the Toronto CFA Society.
Ms. Romero joined Crestline in 2022 in US Corporate Credit. Prior to joining the Firm, Ms. Romero was a Senior Associate for Guggenheim Partners in the Corporate Credit & Direct Lending group where she focused on underwriting and managing investments in the technology and software sector. Previously, she was an Associate at SunTrust Robinson Humphrey (now Truist) where she was responsible for underwriting syndicated debt transactions. Ms. Romero received her B.B.A. in Finance and Entrepreneurship from the University of Florida.
Mr. Rude joined Crestline in 2011 and assists the General Counsel on the Legal/Compliance team. Prior to joining the Firm, Mr. Rude worked at Patton Boggs LLP. Mr. Rude received his J.D. and B.A. degrees from the University of Texas at Austin.
Mr. Sarkar joined Crestline in 2015 and is responsible for European Capital Solutions investments. Mr. Sarkar was previously Co-Founder and Portfolio Manager of the Tenax Credit Opportunities Fund where he led a number of private market investments in asset backed special opportunities. He has more than 15 years’ experience investing in special situations and private equity. Over the course of his career, Mr. Sarkar has structured new facilities, led investments in asset backed platform companies, invested in the carve out of non-core businesses and both managed and invested in operational turnarounds. Mr. Sarkar has a Masters in Finance from the London Business School and is a qualified accountant with more than 6 years’ experience at Ernst & Young and Arthur Andersen where he began his career.
Ms. Sassman joined Crestline in 2000 and manages the financial reporting and back office operations for the firm. Prior to 2012, Ms. Sassman served as Controller, responsible for financial reporting, treasury oversight and compliance matters. From 2002 through 2006, she also served as Chief Compliance Officer, overseeing and managing compliance and regulatory affairs for the firm. During her tenure at Crestline, Ms. Sassman has worked with fund of funds, private equity, lending, hedge fund, secondary and capital solutions strategies. Prior to joining Crestline, Ms. Sassman was a Senior Manager in KPMG’s audit practice with both public and private clients primarily in the investment industry. Ms. Sassman earned her B.B.A. in Accounting with honors from Tarleton State University.
Mr. Semple joined Crestline in 2011 and is Executive Managing Director and Co-Head of U.S. Corporate Credit. He is a member of the Management Committee, the ESG Committee and various investment committees, including Direct Lending, North American and European Opportunistic, Insurance and Liquid. Mr. Semple also serves as the Chairman and CEO of Crestline Lending Solutions, Crestline’s private perpetual business development company (“BDC”). As a co-founder of Crestline’s credit business. Mr. Semple has played a pivotal role in its development, contributing to strategic initiatives, investment philosophy and process, portfolio management, asset management and human capital management. In addition, Mr. Semple has been actively involved in raising over $10 billion in limited partner capital and over $5 billion in debt capital from financial institutions to support Crestline strategies.
Prior to joining Crestline, Mr. Semple was Vice President in the Special Situations Group for Goldman Sachs where he was responsible for originating, underwriting, executing and managing middle market debt and equity investment opportunities. Prior to joining Goldman Sachs, Mr. Semple worked as a credit analyst within the Special Opportunities Group for TQA Investors. Mr. Semple has a BA in Economics from the University of Texas at Austin. He currently or has previously served on the Board of Directors of Urgent Team Holdings, Inc., Carepayment Technologies, Inc., Leading Pharma, LLC, Clinipace, Inc. and is a member of YPO and the Exchange Club of Fort Worth.
Mr. Semple lives in Fort Worth, Texas with his wife Lucy and three children, Louise, Ivy and Henry.
Mr. Shields joined Crestline in 2023 as a Manager in US Corporate Credit, where he is responsible for supporting valuation and asset management functions. Prior to joining Crestline, Mr. Shields was a Vice President in the Portfolio Valuation group at Kroll (formerly Duff & Phelps), where he was responsible for providing valuation opinions covering a wide range of private securities. Prior to his time at Kroll, Mr. Shields attended Texas A&M University, earning a BBA in Business Honors and Finance and MS in Accounting.
Mr. Snodgrass joined Crestline in 2022 and is a Director in US Corporate Credit. Prior to joining the Firm, Mr. Snodgrass was a Vice President at Paceline Equity Partners where he executed distressed and special situations investments in corporate credit, corporate private equity, and commercial real estate. Prior to that, he was an Associate in the Global Credit Opportunities group at Blackrock Financial Management and was an analyst at Wells Fargo Securities. Mr. Snodgrass graduated with a B.B.A. in Finance and Accounting from Texas Christian University and holds an M.B.A. from the University of Chicago Booth School of Business.
Rich joined Crestline in 2021 and serves as the Senior Tax Manager. Prior to joining Crestline, Rich worked at Deloitte working on federal tax compliance. Rich has his B.B.A./M.P.A. in Accounting from The University of Texas.
Gary Sorensen joined CL Life and Annuity as the Director, Marketing and Sales. Mr. Sorensen’s career in the financial services industry expands over 30 years working with multiple insurance companies. Mr. Sorensen’s experience has provided him with a successful background in recruiting and supporting distribution in the fixed annuities and life insurance market. Mr. Sorensen is responsible for recruiting distribution partners, managing advisor relationships, and training on product and sales concepts. He is involved in CL life’s product design and new business development. Mr. Sorensen received his Bachelor of Science degree from the University of Iowa.
Katrina Starkie joined CL Life and Annuity as the Director, Controller of Insurance Business. Ms. Starkie brings over 15 years of industry experience having previously held Controller positions at multiple life insurance companies. Ms. Starkie has extensive experience in Statutory accounting and will manage CL Life’s financial processes, and overseeing the administration of the life and annuity business. Ms. Starkie received her Accounting degree from the University of Birmingham, England and is a Chartered Accountant.
Mr. Strauss joined Crestline in 2019 and focuses on US Corporate Credit. Prior to joining Crestline, Marc worked at LStar Capital and FS Investments, where he was responsible for deal sourcing, execution and asset management for unitranche, junior capital, and special situation debt investments. In addition to his investing experience, Mr. Strauss provided debt advisory and capital raising services while working at Jefferies Financial Group and Rothschild & Co. Mr. Strauss has a BA from the University of Rochester, a JD from the University of Virginia, and a MBA from Columbia Business School. Mr. Strauss currently serves on the Board of Directors of ClareMedica, Genuine Health Group and Upperline Health.
Ms. Stronczek joined Crestline in 2017 and currently serves as a Senior Associate in the Client Partnership Group. Her key responsibilities involve supporting the marketing team with conferences, memberships, speaking engagements, and corporate hosted events. Prior to joining Crestline, Ms. Stronczek was on the Healthcare and Equity team and led the event planning team for corporate retreats and gatherings at Highland Capital Management. Past appointments include her paralegal work at The Law Offices of John David Hart, Stein Ray LLP, and Macey Bankruptcy Law. Ms. Stronczek holds a B.S. in Legal Studies and Criminal Justice, along with a Paralegal Certificate from Illinois State University.
Mr. Theuer joined Crestline in 2018 and is a Senior Associate within the Client Partnership Group. He is primarily responsible for quantitative analyses around the Firm’s private credit products including performance reporting and projections, cash flows, and fee structures. Mr. Theuer graduated summa cum laude with a BBA in Finance and General Business from Texas Wesleyan University.
Mr. Tucci joined Crestline Investors in 2023 and is an Senior Analyst in the Client Partnership Group. His responsibilities include supporting the marketing team in their efforts to develop new and existing relationships across LPs and consultants. Mr. Tucci received his BBA of Finance from McCombs School of Business at the University of Texas at Austin.
Balaji Venkatrao joined Crestline in 2024 and brings more than 14 years of structuring, execution, and portfolio management experience in the renewable energy, infrastructure, power & utilities space. Prior to Crestline, Balaji served as Director of M&A and project development at Asset Finance Partners and was a senior member of the investment & portfolio management team at GE Energy Financial Services in London. He also brings six years of European capital markets / project bond financing advisory experience as former Vice President, Credit Structuring at Deutsche Bank. Balaji holds a B.Tech in Electronics Engineering from Anna University Chennai, and he earned an MBA from the Indian Institute of Management Mumbai.
Mr. Viscusi joined Crestline in 2019 and is a Vice President in the Fund Liquidity Solutions Group. Prior to joining Crestline, Mr. Viscusi worked for BBVA in the Syndicated and Leveraged Finance group and was responsible for structuring, underwriting and arranging senior debt facilities in a variety of industries. Before that, he worked in the Financial Services audit practice with KPMG. Mr. Viscusi holds a B.S. in Business Administration from Oklahoma State University.
Mr. Williams joined Crestline in 2012 and is Chief Investment Officer. He is a member of the Management Committee and Investment Committees for all Credit Strategies. Mr. Williams has more than 24 years’ experience in alternative investments and restructuring advisor services.
Prior to joining Crestline, Mr. Williams spent the majority of his investing career at Goldman Sachs’ Special Situations Group where he developed and implemented liquid and illiquid distressed investing strategies and was responsible for deal sourcing and execution for private debt strategies. In addition to his investing experience, Mr. Williams provided restructuring and turnaround services to underperforming companies as a founding member of McKinsey & Company’s RTS group and a nationally recognized restructuring boutique. Mr. Williams has a BBA in Finance from Southern Methodist University and an MBA from Rice University.
Mr. de Wolff joined Crestline in 2022 in European Capital Solutions. Prior to joining the Firm, he was a Vice President at Tennor Holding, a global investment holding company, where he focused on executing special situations investments. He was previously a Senior Associate at HarbourVest, working on buyout and growth equity transactions across Europe. Before that, he was an Associate in the TMT investment banking team at Houlihan Lokey. Mr. de Wolff began his career at Booz & Company. He holds an MSc in Accounting from the London School of Economics and a MEng in Mechanical Engineering with Business Finance from the University College of London.
