White Oak Executive and Leadership Team

Christian Jorda, the Chief Financial Officer, Funds at White Oak, manages the fiscal health and capital allocation strategies for the firm's investment vehicles. Overseeing fund performance, the Chief Financial Officer, Funds ensures strict compliance with regulatory standards while maximizing returns for investors. Christian Jorda directs the financial reporting processes and liquidity management for all private credit funds. This leadership role requires close collaboration with the investment committee to evaluate the viability of term loan opportunities. By maintaining rigorous oversight of fund assets, the Chief Financial Officer, Funds secures the long-term stability of the firm's capital base. The financial strategy developed here supports the expansion of lending capabilities across various industry sectors. Through precise fiscal planning and disciplined capital management, the Chief Financial Officer, Funds drives the overall financial success of the organization, ensuring that every investment aligns with the core mission of supporting middle market growth.

Giles Coates, the Chief Financial Officer, Healthcare Finance at White Oak, leads the financial strategy for the specialized healthcare lending division. By analyzing market trends within the healthcare sector, the Chief Financial Officer, Healthcare Finance structures complex financing solutions tailored to the unique needs of medical providers. Giles Coates oversees the underwriting process for healthcare-related term loans, ensuring that risk profiles remain within acceptable parameters. This leadership role involves coordinating with healthcare industry experts to identify high-growth opportunities for asset-based lending. By managing the financial performance of this specific portfolio, the Chief Financial Officer, Healthcare Finance contributes significantly to the firm's overall revenue targets. The strategic focus here remains on providing essential capital to healthcare businesses, thereby facilitating operational improvements and facility expansions. Through diligent financial oversight, the Chief Financial Officer, Healthcare Finance ensures that the healthcare division maintains a robust and profitable presence in the private credit market.

David Hackett, the Partner and Co-President at White Oak, directs the overarching strategic vision and business development initiatives for the firm. By overseeing the expansion of private credit services, the Partner and Co-President ensures that the organization maintains a strong market position across the United States. David Hackett coordinates with other C-suite leaders to align operational goals with the firm's long-term growth objectives. This leadership role involves cultivating relationships with key institutional partners and middle market clients to drive deal flow. By fostering a culture of excellence, the Partner and Co-President supports the delivery of high-quality financing solutions. The strategic decisions made here directly impact the firm's ability to provide term loans and asset-based financing effectively. Through consistent leadership, the Partner and Co-President ensures that the firm remains a trusted advisor, consistently meeting the capital requirements of businesses while delivering value to all stakeholders involved in the investment process.

Steven Dumont, the Chief Technology Officer at White Oak, directs the digital infrastructure supporting private credit operations. By architecting scalable cloud platforms, the Chief Technology Officer ensures seamless data integration for complex asset-based lending portfolios. Steven Dumont oversees the cybersecurity framework protecting sensitive financial information across all North American investment activities. This leadership role involves implementing advanced analytics tools to improve loan processing efficiency and risk assessment accuracy. By modernizing internal systems, the Chief Technology Officer enables the firm to maintain a competitive edge in the private credit market. The technology department under this guidance supports the broader mission of providing rapid financing solutions to middle market businesses. Through continuous innovation, the Chief Technology Officer optimizes the digital ecosystem, ensuring that all financial services remain secure, reliable, and highly responsive to the evolving needs of the diverse client base.

Michael Fortino, the Chief Financial & Operations Officer at White Oak, manages the intersection of corporate finance and internal business processes. By streamlining operational workflows, the Chief Financial & Operations Officer ensures that the firm functions with maximum efficiency during the execution of complex loan agreements. Michael Fortino oversees the administrative and financial infrastructure, providing the necessary support for all investment activities. This leadership role involves optimizing resource allocation to improve the firm's bottom line and operational agility. By integrating financial planning with daily business operations, the Chief Financial & Operations Officer maintains a cohesive strategy that supports the firm's private credit mission. The focus here remains on scaling internal capabilities to handle increased demand for asset-based loans and financing services. Through rigorous operational oversight, the Chief Financial & Operations Officer ensures that the organization remains lean, responsive, and capable of delivering consistent financial results in a competitive market environment.