Team

Our Team

Our seasoned team takes a hands-on approach
to managing our clients' investments

William Petak
Chief Executive Officer

Tony Chen
Chief Operating Officer

John Roth
Chief Compliance Officer

Catherine Nuslein
Director of Operations

Gabrielle Ortega
Executive Assistant

Kyle Pascual
Analyst

CMBS & CRE Related Debt Investment Management

Dale Helling
Senior Managing Director

Brent Mathisen
Managing Director

Robert Orescan
Vice President

Steve Winter
Vice President

Jon Hart
Vice President

Ellie Wakefield
Closing Manager

CMBS & CRE Related Debt Investment Management

Debbie Slogoff
Senior Managing Director

Graham Klehr-Keyes
Credit Research Analyst