White Oak Executive and Leadership Team

Paul Roberts, the Chief Financial Officer at White Oak, directs the company's financial strategy and fiscal operations. Overseeing all financial planning, budgeting, and reporting, Roberts ensures robust financial health and compliance. This leadership role involves managing capital allocation, optimizing investment returns, and maintaining strong relationships with financial institutions. By meticulously analyzing market trends and economic indicators, Roberts guides White Oak's financial decision-making to support sustainable growth and profitability. The Chief Financial Officer's responsibilities extend to risk management and ensuring the integrity of financial data, directly contributing to the firm's stability and its capacity to serve small and middle-market businesses with essential financing solutions.

David Hackett, the Partner and Co-President at White Oak, shares leadership responsibility for the firm's overall strategic direction and operational execution. Hackett focuses on driving business development and expanding market reach, ensuring White Oak effectively serves its target clientele of small and middle-market businesses. This executive position involves cultivating key client relationships and forging strategic alliances that enhance the company's service offerings, including term loans and specialized financing. By championing the firm's growth initiatives, David Hackett plays a pivotal part in increasing market share and reinforcing White Oak's reputation as a trusted financial partner. The Partner and Co-President's leadership ensures alignment across departments, fostering a cohesive approach to delivering value and financial solutions.

Steven Dumont, the Global Chief Technology Officer at White Oak, architects the firm's technology vision and digital transformation initiatives. Dumont oversees the development and implementation of innovative technological solutions that enhance operational efficiency and client service delivery. This critical role involves managing the company's IT infrastructure, cybersecurity protocols, and data management systems to ensure security and scalability. By driving technological advancements, Steven Dumont empowers White Oak to offer cutting-edge financial products and services, including sophisticated asset-based lending platforms. The Global Chief Technology Officer's strategic direction ensures the firm remains competitive in the evolving financial landscape, supporting its mission to provide flexible financing options to businesses nationwide.

Michael Fortino, the Chief Financial & Operations Officer at White Oak, directs both the financial management and the operational efficiency of the firm. Fortino oversees the integration of financial strategies with day-to-day business operations, ensuring seamless execution of services like asset-based loans and financing. This dual role involves managing budgets, optimizing resource allocation, and streamlining operational processes to enhance productivity and reduce costs. By ensuring operational excellence, Michael Fortino supports White Oak's capacity to deliver timely and effective financial solutions to its clients. The Chief Financial & Operations Officer's oversight extends to risk mitigation and compliance across all operational facets, reinforcing the firm's commitment to stability and client trust.