- Built the firm to $3.5bn of AUM
- Overall responsibility for the management of Gulf Stream and Head of the Investment Management Committee (IMC)
- Executive Vice President and Head of Capital Markets for Wachovia Securities where he chaired all major commitment committees for Capital Markets
- Founded First Union Institutional Debt Management, which became the second largest CLO portfolio manager by the beginning of 2001 with over $3.5bn of assets under management
- Initiated and served as head of First Union’s Investment Banking Group and was one of seven members of the Capital Markets Executive Committee
Executive Team
Gulf Stream’s senior managers are highly experienced in all facets of capital markets, from credit analysis to risk management. Many have successfully built and led investment banking and capital markets businesses at prior institutions.
- Portfolio Manager
- Has been a Senior Research Analyst throughout his tenure
- Led the capital formation effort as well as the structuring and execution of many of Gulf Stream’s new credit funds
- Spent seven years in leveraged finance and loan syndications with First Union Securities Inc and Chase Securities Inc.
- Structured, underwrote and executed lead managed syndicated financings across a variety of industry sectors
- Closed more than 70 transactions, covering acquisition financings, recapitalizations and leveraged buyouts ranging in size from broadly syndicated to middle market
