White Oak Executive and Leadership Team

Christian Jorda, the Chief Financial Officer, Funds at White Oak, manages the financial operations and reporting for the firm's investment funds. Jorda's responsibilities encompass financial planning, budgeting, and analysis, ensuring fiscal integrity and strategic resource allocation across fund portfolios. This role involves close collaboration with investment teams to optimize fund performance and manage financial risk. Christian Jorda also oversees compliance with financial regulations and reporting standards pertinent to fund management. By meticulously managing fund finances, Jorda supports White Oak's objective of delivering tailored financing solutions, such as term loans and asset-based loans, to its clientele. The financial oversight provided by Christian Jorda is critical for maintaining investor confidence and facilitating the firm's continued expansion in the private credit market.

Giles Coates, the Chief Financial Officer, Healthcare Finance at White Oak, spearheads the financial strategy and management for the firm's specialized healthcare finance division. Coates directs all financial activities, including capital allocation, risk management, and profitability analysis within this sector. This leadership role requires a deep understanding of the unique financial dynamics of healthcare businesses seeking financing. Giles Coates ensures that the financial frameworks support the delivery of specialized term loans and asset-based loans tailored to the healthcare industry's needs. By optimizing financial operations, Coates enhances White Oak's capacity to serve healthcare clients effectively. The financial acumen of Giles Coates is essential for driving growth and ensuring the sustainable success of White Oak's healthcare finance initiatives.

David Hackett, the Partner and Co-President at White Oak, shares leadership responsibility for the firm's strategic direction and overall business development. Hackett plays a pivotal role in shaping the company's growth trajectory and expanding its market reach within the investment advisory and private credit sectors. This executive leadership involves fostering key client relationships and identifying new opportunities for financing solutions, including term loans and asset-based loans. David Hackett collaborates closely with other senior leaders to ensure alignment with the company's mission of supporting small and middle-market businesses. The strategic vision and operational guidance provided by David Hackett are fundamental to White Oak's success and its ability to deliver value to its clients and stakeholders.

Steven Dumont, the Global Chief Technology Officer at White Oak, directs the firm's technological infrastructure and digital strategy. Overseeing all aspects of technology deployment, Dumont ensures that White Oak's systems support its core mission of providing flexible financing solutions to small and middle-market businesses. This leadership involves architecting scalable platforms that enhance operational efficiency and client service delivery across global markets. Dumont's focus remains on leveraging cutting-edge technology to streamline the investment advisory and private credit processes, thereby driving innovation and maintaining a competitive edge in the financial sector. By managing the technological roadmap, Steven Dumont directly contributes to the firm's ability to offer diverse financial products, including term loans and asset-based loans, while ensuring robust data security and system reliability.

Michael Fortino, the Chief Financial & Operations Officer at White Oak, holds dual responsibility for the company's financial health and operational execution. Fortino directs financial planning, accounting, and treasury functions, while simultaneously overseeing the operational infrastructure that supports White Oak's lending and investment advisory services. This integrated approach ensures seamless coordination between financial strategy and day-to-day business activities. Michael Fortino's oversight extends to optimizing processes for delivering term loans, asset-based loans, and other financing solutions to small and middle-market businesses. By managing both financial and operational aspects, Fortino drives efficiency and scalability across the organization. The comprehensive leadership of Michael Fortino is vital for maintaining White Oak's market position and achieving its strategic growth objectives.