Leadership Overview
White Oak has 5 executives leading key functions including technology, healthcare finance, fund management, corporate strategy, and operations.
Focused on empowering middle market growth, White Oak delivers specialized private credit solutions and asset-based financing to drive long-term economic stability for businesses across the United States.
Focused on empowering middle market growth, White Oak delivers specialized private credit solutions and asset-based financing to drive long-term economic stability for businesses across the United States.
Leadership Roles at White Oak
Giles Coates - Chief Financial Officer, Healthcare Finance
Giles Coates, the Chief Financial Officer, Healthcare Finance at White Oak, directs the financial strategy for specialized medical sector lending. Overseeing capital allocation for healthcare-focused term loans, Coates ensures the firm maintains a robust portfolio within this critical industry. The Chief Financial Officer, Healthcare Finance manages complex underwriting processes to mitigate risk while maximizing returns for investors. This leadership role involves collaborating with the broader executive team to identify emerging opportunities in the medical services market. Giles Coates monitors regional economic trends to adjust lending criteria for healthcare providers across the country. By refining financial models, Coates improves the accuracy of asset-based loan valuations. The Chief Financial Officer, Healthcare Finance drives revenue growth by expanding the firm's footprint in the healthcare space. Through rigorous oversight of credit performance, Coates maintains the integrity of the firm's financial health. Ultimately, Coates ensures the firm remains a premier partner for middle market healthcare enterprises.
Christian Jorda - Chief Financial Officer, Funds
Christian Jorda, the Chief Financial Officer, Funds at White Oak, manages the fiscal health and reporting requirements for the firm's investment vehicles. Overseeing fund accounting and investor relations, Jorda ensures transparency and compliance across all private credit portfolios. The Chief Financial Officer, Funds directs the capital structure to support the firm's diverse range of financing products. This leadership role involves coordinating with external auditors and internal stakeholders to maintain high standards of financial governance. Christian Jorda analyzes market performance to optimize fund liquidity and distribution strategies. By streamlining reporting cycles, Jorda enhances the experience for institutional investors. The Chief Financial Officer, Funds supports the firm's mission by ensuring sufficient capital availability for middle market businesses. Through strategic oversight of fund performance, Jorda contributes to the overall stability of the firm's investment offerings. Ultimately, Jorda secures the financial integrity of the funds, fostering trust and long-term commitment from the firm's partners.
David Hackett - Partner and Co-President
David Hackett, the Partner and Co-President at White Oak, drives the firm's overarching strategic vision and market expansion efforts. Overseeing daily operations and long-term growth initiatives, Hackett ensures the firm remains a leader in private credit and asset-based lending. The Partner and Co-President coordinates with the executive team to refine the firm's investment philosophy and service delivery. This leadership role involves cultivating relationships with key middle market clients and institutional partners across the country. David Hackett monitors competitive dynamics to identify new opportunities for term loan and financing product development. By fostering a culture of excellence, Hackett aligns internal teams with the firm's mission of supporting business growth. The Partner and Co-President manages high-level risk assessments to protect the firm's capital interests. Through decisive leadership, Hackett steers the firm toward sustainable profitability. Ultimately, Hackett strengthens the firm's market position by delivering consistent value to clients and investors alike.
Steven Dumont - Chief Technology Officer
Steven Dumont, the Chief Technology Officer at White Oak, architects the digital infrastructure supporting private credit operations. By implementing scalable cloud systems, Dumont ensures seamless data integration for asset-based lending workflows. The Chief Technology Officer oversees cybersecurity protocols to protect sensitive financial information across North American markets. This leadership role involves modernizing internal platforms to increase efficiency for investment advisors. Steven Dumont directly impacts the firm's ability to process complex term loans by automating manual reporting tasks. Through the deployment of advanced analytics, Dumont enables the firm to assess risk with greater precision. The Chief Technology Officer maintains alignment with the broader corporate strategy by prioritizing technological agility. By optimizing software architecture, Dumont supports the firm's mission to provide rapid financing solutions to middle market businesses. Ultimately, Dumont secures the technological foundation necessary for sustained growth in the competitive private credit landscape.
Michael Fortino - Chief Financial & Operations Officer
Michael Fortino, the Chief Financial & Operations Officer at White Oak, integrates financial oversight with operational efficiency to streamline the firm's lending processes. Overseeing the firm's internal workflows, Fortino ensures that asset-based loans and term loans are executed with precision. The Chief Financial & Operations Officer manages the firm's balance sheet to optimize capital deployment across various market segments. This leadership role involves implementing operational improvements that reduce transaction times for middle market businesses. Michael Fortino collaborates with other executives to align financial goals with daily operational realities. By monitoring key performance indicators, Fortino identifies areas for cost reduction and productivity gains. The Chief Financial & Operations Officer drives the firm's commitment to operational excellence by standardizing reporting and compliance procedures. Through rigorous management of resources, Fortino supports the firm's mission of providing reliable financing. Ultimately, Fortino ensures the firm maintains a lean and effective operational structure to support long-term growth.
Explore Leadership Teams in Finance
Bybit, formally known as Bybit Fintech Limited, is a centralized cryptocurrency exchange headquartered in Dubai, United Arab Emirates. Founded in March 2018 by CEO Ben Zhou, the company was initially based in Singapore before relocating its headquarters to Dubai. Bybit is registered in the British Virgin Islands and operates as one of the world's largest cryptocurrency exchanges by daily trading volume, serving a global community of over 60 million users across retail and institutional segments. The platform offers a comprehensive suite of trading products and financial services, including spot trading, derivatives trading (USDT perpetuals, USDC perpetuals, inverse perpetuals, and futures), options trading, leveraged tokens, copy trading, and over-the-counter services. Bybit supports trading across hundreds of cryptocurrency pairs and allows users to trade with leverage of up to 100x on derivatives products. The exchange also provides Bybit Earn, a hub for yield-generating products including staking and other decentralized finance services, as well as API support for algorithmic and automated trading strategies. Bybit operates with a strong focus on the Web3 ecosystem, partnering with leading blockchain protocols to support on-chain innovation and curating decentralized projects and research initiatives. The platform is regulated by the Virtual Assets Regulatory Authority in Dubai, the National Bank of Georgia, and the Astana Financial Services Authority in Kazakhstan, and has pursued licensing under the European Union's Markets in Crypto-Assets framework. Bybit maintains a tiered, maker-taker fee structure and has implemented real-time proof-of-reserves disclosures as a transparency measure. The exchange is available to users globally, with service restrictions applicable in certain jurisdictions including the United States, United Kingdom, Canada, Singapore, and mainland China.
Company Leadership BC
TF
JF
KM
Shriram Finance Limited is the flagship non-banking financial company of the Shriram Group, headquartered in Mumbai, India, and established through the consolidation of Shriram Transport Finance Company, Shriram City Union Finance, and Shriram Capital in November of the year of its formation. As one of India's largest retail asset financing NBFCs, the company operates an extensive pan-India branch network spanning urban, semi-urban, and rural geographies, serving a broad base of private and corporate customers across the country. Shriram Finance offers a comprehensive and diversified portfolio of financial products, encompassing commercial vehicle loans, passenger vehicle loans, construction and farm equipment financing, two-wheeler loans, gold loans, MSME finance, personal loans, and fixed deposit instruments.
Company Leadership SY
RN
FCC is a federal Crown corporation dedicated to Canadian agriculture and food sectors. Headquartered in Regina with 100 offices across Canada, FCC provides comprehensive financial services including financing, insurance, and brokerage solutions tailored for the agricultural industry. The organization also offers software applications, learning programs, and specialized business services designed for producers, agribusiness owners, and agri-food entrepreneurs throughout Canada. As a financial institution with a mobile app platform, FCC delivers specialized expertise in agricultural finance while supporting the growth and development of Canadian food production and agribusiness sectors.
Company Leadership JH
JG
New York Stock Exchange LLC is a provider of market capitalization. It provides trading & data. The company was established in 1792 and is based in New York City, New York.
Company Leadership JO
CD
LL
KH
Frequently Asked Questions Regarding White Oak Top Executives and Leadership Team
Unlock more people and company data
