Who we are

Our highly experienced investment teams deliver flexible and reliable financing solutions to middle market private equity sponsors and their portfolio companies, supported by the scale of Nuveen and an established institutional infrastructure.

yr+
history as a leading
private credit investor
yr+
average experience of
senior management team
yr+
history as an active private
equity co-investor
~
dedicated investment and
support professionals

Our mission

As trusted stewards of capital, our mission is to generate superior risk adjusted investment returns, while delivering comprehensive product solutions to support the growth of U.S. middle market companies across different economic cycles.

Photo by Jesse David Harris
Photo by Jesse David Harris

Our vision

We aspire to be the partner of choice for our investors, private equity sponsors, employees, and communities by fostering an inclusive, best-in-class team that is empowered to create long-term value for all of our stakeholders.

Our values

Collaboration & Sharing

We believe a constant focus on positive collaboration generates the most favorable outcomes for our stakeholders.

Long-Term Relationships & Partnerships

We foster long-term, trusted partnerships to create value.

Inclusion & Diversity

We foster a culture of respect and draw on diversity of background, experience and thought in everything we do.

Learn more

Integrity & Transparency

We value the responsibility & trust our stakeholders have placed in us to maintain a disciplined investment strategy.

Excellence & Professionalism

We believe continuous improvement is essential to reaching the full potential required to deliver top-tier industry performance.

churchill-arcmont

Nuveen Private Capital

The combination of Churchill and Arcmont unites two leading managers in the U.S. and Europe, creating a powerful global private capital platform with a broad array of solutions across the capital structure for private equity-backed middle market companies.

international lender firm of the year

Our team

We serve as a long-term partner and provider of capital to the middle market.

Led by seasoned professionals with an average of more than 25 years of industry experience, our team's consistency and strong, cohesive culture anchored in fundamental business model analysis continues to be highly valued by investors and private equity firms alike.

  • Department

  • Location

  • Ken Kencel

    President & CEO

    New York

  • Randy Schwimmer

    Vice Chairman, Investor Solutions

    New York

  • Shai Vichness, CFA

    Chief Financial Officer

    New York

  • Mat Linett

    Head of Senior Lending

    New York

  • Jason Strife

    Head of Junior Capital and Private Equity Solutions

    Charlotte

  • Moshe Bajnon

    Senior Managing Director, Global Head of Private Wealth & Co-Head of Investor Solutions Group

    New York

  • Christopher Cox

    Senior Managing Director & Chief Risk Officer

    New York

  • Chris Freeze

    Senior Managing Director, Co-Head of Investor Solutions Group

    New York

  • Derek Fricke

    Senior Managing Director, Junior Capital & Private Equity Solutions

    Charlotte

  • David Heilbrunn

    Senior Advisor

    New York

  • Kelli Marti

    Senior Managing Director, Head of CLO Management & Co-Head of Chicago Office

    Chicago

  • John McCally

    Senior Managing Director & General Counsel

    Charlotte

  • Courtney DeBolt

    Managing Director, Head of Business Systems & Operations

    New York

  • Kevin Meyer

    Managing Director, Head of Origination

    New York

  • Anne Philpott, CFA

    Managing Director, Junior Capital & Private Equity Solutions

    Charlotte

  • Marissa Short

    Managing Director, Funds Controller

    New York

  • Jill White

    Managing Director, Deputy Head of Underwriting & Portfolio Management

    Charlotte

  • Bill Huffman

    Chief Executive Officer, Nuveen

    Chicago

  • Kevin McCarthy

    Secretary & General Counsel, Nuveen

    Chicago

  • Joe Lee

    Managing Director, Underwriting and Portfolio Management

    New York

  • Jessica Nels

    Managing Director, Head of Capital Markets

    Chicago

  • Jason Quinn

    Managing Director, Origination

    Los Angeles

  • Vivek Sachidanand

    Managing Director, Underwriting & Portfolio Management

    New York

  • Tarek Srouji

    Managing Director, Origination

    New York

  • Mark Tamburello

    Managing Director, Underwriting & Portfolio Management

    Charlotte

  • Nicholas Carroll

    Principal, Origination

    New York

  • Pranai Cheroo

    Principal, Origination

    Los Angeles

  • Jacob Iati

    Principal, Underwriting & Portfolio Management

    New York

  • Sean Mancini

    Principal, Origination

    New York

  • Joseph McShane

    Principal, Underwriting & Portfolio Management

    New York

  • Paul Sadlowski

    Principal, Origination

    Chicago

  • Sanjeet Singh

    Principal, Underwriting & Portfolio Management

    New York

  • Justin Zimmer

    Principal, Underwriting & Portfolio Management

    Charlotte

  • Matt Caulfield

    Vice President, Underwriting & Portfolio Management

    Chicago

  • Lindsey Figliolino

    Vice President, Underwriting & Portfolio Management

    New York

  • Malcolm Ferrell

    Vice President, Underwriting & Portfolio Management

    Los Angeles

  • Sam Gonzalez-Gross

    Vice President, Underwriting & Portfolio Management

    New York

  • Andrew Passero, CFA

    Vice President, Origination

    New York

  • Jad Abdul-Aal

    Senior Associate, Underwriting & Portfolio Management

    New York

  • Ryan Babakian, CFA

    Senior Associate, Underwriting & Portfolio Management

    New York

  • Jordan Kenney, CFA

    Senior Associate, Underwriting & Portfolio Management

    New York

  • Kaela Klune

    Senior Associate, Underwriting & Portfolio Management

    Los Angeles

  • Colin Miller

    Senior Associate, Underwriting & Portfolio Management

    New York

  • Andrew Kuntz

    Senior Associate, Underwriting & Portfolio Management

    Chicago

  • Tom Cohen

    Associate, Underwriting & Portfolio Management

    Los Angeles

  • Jack McTiernan

    Associate, Underwriting & Portfolio Management

    New York

  • Caroline Pate

    Associate, Underwriting & Portfolio Management

    New York

  • Daryl Anderton

    Senior Analyst, Underwriting & Portfolio Management

    Charlotte

  • John Bomba

    Senior Analyst, Underwriting & Portfolio Management

    Chicago

  • Jack Gaffney

    Senior Analyst, Underwriting & Portfolio Management

    New York

  • Andrew Greene

    Analyst, Underwriting & Portfolio Management

    New York

  • Michael Chiulli, CFA, CPA

    Managing Director, Junior Capital & Private Equity Solutions

    New York

  • Ryan Greenough

    Analyst, Underwriting & Portfolio Management

    New York

  • Raja Doddala

    Managing Director, Venture Capital & Growth Equity

    Dallas

  • Timothy Henning

    Analyst, Underwriting & Portfolio Management

    Charlotte

  • Nick Lawler

    Managing Director, Head of Secondaries

    Chicago

  • David McManama

    Managing Director, Junior Capital & Private Equity Solutions

    Charlotte

  • Dodson Worthington

    Managing Director, Junior Capital & Private Equity Solutions

    Charlotte

  • Lucas Fries, CFA

    Principal, Junior Capital & Private Equity Solutions

    Charlotte

  • Andrew Topping

    Principal, Secondaries

    Charlotte

  • Patrick Anderson, CFA, CPA

    Vice President, Junior Capital & Private Equity Solutions

    New York

  • Erica Cunningham

    Vice President, Junior Capital & Private Equity Solutions

    Charlotte

  • Tyler Bullen

    Vice President, Secondaries

    Chicago

  • Tyler Donofrio

    Vice President, Junior Capital & Private Equity Solutions

    New York

  • Adam Froendt

    Vice President, Junior Capital & Private Equity Solutions

    Charlotte

  • Connor Gay

    Vice President, Secondaries

    Charlotte

  • Brandon Jordi

    Vice President, Junior Capital & Private Equity Solutions

    Charlotte

  • Brandon Ng

    Vice President, Junior Capital & Private Equity Solutions

    New York

  • Avery Ramsey

    Vice President, Junior Capital & Private Equity Solutions

    Charlotte

  • Tony Sorrentino, CFA

    Vice President, Secondaries

    Chicago

  • Jay Valentine

    Vice President, Junior Capital & Private Equity Solutions

    New York

  • Davis Westbrook

    Vice President, Junior Capital & Private Equity Solutions

    Charlotte

  • Connor Dunleavy

    Senior Associate, Junior Capital & Private Equity Solutions

    New York

  • Adam Frank

    Senior Associate, Junior Capital & Private Equity Solutions

    New York

  • Vince Pupi

    Senior Associate, Junior Capital & Private Equity Solutions

    New York

  • Fraser Hahn

    Associate, Junior Capital & Private Equity Solutions

    Charlotte

  • Eliza Ike

    Associate, Junior Capital & Private Equity Solutions

    Charlotte

  • Max Schulman

    Associate, Junior Capital & Private Equity Solutions

    Charlotte

  • Chris Davis

    Managing Director, Business Development

    Los Angeles

  • Katherine Elmore-Jones

    Head of Private Equity Business Development, Europe, Nuveen Private Capital

    London

  • Marc Gonyea, CFA

    Managing Director, Business Development

    New York

  • Alona Tolentino Gornick

    Managing Director, Senior Investment Strategist and Co-Head of Chicago Office

    Chicago

  • Ross Abram

    Senior Analyst, Junior Capital & Private Equity Solutions

    New York

  • Andrew DiCandilo

    Senior Analyst, Junior Capital & Private Equity Solutions

    New York

  • Meredith Chu McDonald

    Managing Director, Senior Investment Strategist, Junior Capital & Private Equity Solutions

    Charlotte

  • Gene Miao

    Managing Director, Senior Investment Strategist, Senior Lending

    New York

  • Laura Stolfi

    Managing Director, Senior Investment Strategist

    New York

  • Robert Paun

    Managing Director, Head of Investor Relations Retail & Wealth

    New York

  • Jessica Tannenbaum

    Managing Director, Head of Marketing and Communications

    New York

  • Matthew Battle

    Principal, Investment Strategist

    New York

  • Sherry Chen

    Principal, Head of Digital Marketing

    New York

  • Emily Manuel

    Principal, Investor Relations

    New York

  • Saheedat Onifade

    Principal, Investment Strategist, Junior Capital & Private Equity Solutions

    New York

  • Sofia Azar

    Vice President, Investor Relations

    New York

  • Chloe Chung

    Vice President, Investor Relations

    New York

  • Sunny Huang, CFA, CPA

    Vice President, Product Development

    New York

  • Samantha Rapaport

    Vice President, Product Development & Investor Relations

    New York

  • Matthew Ricotta

    Vice President, Investor Relations

    New York

  • Katie Travers

    Vice President, Investor Relations

    Charlotte

  • Robert Wingel

    Vice President, Investor Solutions Group

    New York

  • Meaghan Fortney

    Senior Associate, Marketing and Communications

    New York

  • Raja Amara

    Associate, Investor Relations

    New York

  • Emma Duff

    Associate, Investor Relations

    New York

  • Tyler Reeves

    Associate, Investor Relations

    Charlotte

  • Evan Velleca, CFA

    Associate, Investor Relations

    New York

  • Michael Secchiaroli

    Associate, Investor Relations

    New York

  • Katie Zwetolitz

    Associate, Investor Relations

    Charlotte

  • Katie Cutrone

    Senior Analyst, Investor Relations

    New York

  • Ava Diggins

    Analyst, Registered Products

    New York

  • Phil Beissner

    Managing Director, Management Company Controller

    New York

  • Ben Love, CFA

    Managing Director, Head of Fund Finance

    Charlotte

  • Matt McNamara

    Principal, Head of Tax

    Charlotte

  • Sydney Nyajeka

    Principal, Finance

    New York

  • Gareth Wall

    Principal, Finance

    New York

  • Matt Richards

    Principal, Finance

    New York

  • Joe Durkin

    Vice President, Finance

    New York

  • Lauren Hopson

    Vice President, Finance

    New York

  • Jessica Medaglia

    Vice President, Finance

    New York

  • Kevin Oliver

    Vice President, Finance

    New York

  • Gina Raspa

    Vice President, Assistant Controller, Finance

    New York

  • Nicholas Tandoi

    Vice President, Finance

    New York

  • Brian Walsh

    Vice President, Finance

    New York

  • Ryan Wells

    Vice President, Finance

    New York

  • Ryan Wydra

    Vice President, Fund Finance

    Charlotte

  • Karen Yu

    Vice President, Finance

    New York

  • Lily Xuan

    Vice President, Finance

    New York

  • Victoria Adinolfi

    Senior Associate, Finance

    New York

  • Thomas Brennan

    Senior Associate

    New York

  • Douglas Halpin

    Senior Associate, Finance

    New York

  • Alithea Culmer Perry

    Senior Associate, Finance

    New York

  • Kristen Jesberger

    Senior Associate, Finance

    New York

  • Susie Speakmaster

    Senior Associate, Finance

    New York

  • John Wein

    Senior Associate, Finance

    New York

  • Carol Qiao

    Associate, Finance

    New York

  • Steve Dobson

    Principal, Operations, Treasury

    New York

  • Luke Garriton

    Principal, Operations

    New York

  • Kevin McMillin

    Principal, Co-Head of Investment Infrastructure & Technology

    Chicago

  • Chris Schultz

    Principal, Operations

    New York

  • Arjun Chhabra

    Vice President, Co-Head of Investment Infrastructure & Technology

    New York

  • Michael St. Clair

    Vice President, Operations

    New York

  • Marina Elkinyuk

    Vice President, Operations

    New York

  • Andy Gilvey

    Vice President, Operations

    Charlotte

  • Michelle Idrees

    Vice President, Operations

    New York

  • Joseph Piperato

    Vice President, Operations

    New York

  • Brian Thompson

    Vice President, Operations

    New York

  • Zachary Zetlin

    Vice President, Operations

    New York

  • Graves Ganzert

    Senior Associate, Operations

    Charlotte

  • Josh Guercio

    Senior Associate, Operations

    Charlotte

  • Patricia Harris

    Senior Associate, Operations

    New York

  • Jackson Wexler

    Senior Associate, Infrastructure & Technology

    New York

  • Karen Yen

    Senior Associate, Infrastructure & Technology

    New York

  • Morgan Blume

    Associate, Infrastructure & Technology

    New York

  • Olivia Chambers

    Associate, Fund Modeling

    New York

  • Nara Enkhsaikhan

    Associate, Operations

    New York

  • Brent Chase

    Managing Director, Head of Workout

    New York

  • Caroline Wills

    Associate, Investment Infrastructure and Technology

    New York

  • Owen Donnelly

    Senior Analyst, Infrastructure & Technology

    New York

  • Mickey Weatherston

    Managing Director, Head of Responsible Investing

    New York

  • Matthew Cianella

    Principal, Portfolio Management

    Charlotte

  • Preston Kafka

    Principal, Valuation Specialist

    Charlotte

  • Gordon MacDonald, CFA

    Senior Analyst, Infrastructure & Technology

    New York

  • Cynthia Qualls

    Principal, Portfolio Management

    Charlotte

  • Thomas Jones

    Analyst, Operations

    New York

  • Andrew Detrick, CFA

    Vice President, Workout

    New York

  • Kevin Prendergast

    Vice President, Portfolio Management

    New York

  • Nick Taylor

    Vice President, Allocation

    New York

  • Alecia Chen

    Senior Associate, Valuation Specialist

    New York

  • Alex Cole

    Senior Associate, Portfolio Management

    New York

  • Bailey Page

    Senior Associate, Responsible Investing

    New York

  • Frank Lamarca

    Senior Associate, Valuation Specialist

    New York

  • Justin Blackman, CFA

    Associate, Portfolio Management

    New York

  • Jonathon D’Arcy

    Associate, Portfolio Management

    New York

  • Lukas Obradovich

    Associate, Valuation Specialist

    New York

  • Susan Orth

    Associate, Allocation

    New York

  • Michael Tuffey, CFA

    Associate, Portfolio Management

    New York

  • Michael Joyce

    Senior Analyst, Allocation

    New York

  • Liz Capperella

    Analyst, Portfolio Management

    New York

  • Megan Vogel

    Director of Human Resources

    New York

  • Lynn Miceli

    Director of Administration

    New York

  • Natalie Austrian

    Executive Assistant

    Charlotte

  • Nadia Bajraktarevic

    Executive Assistant

    New York

  • Rachel Benitez

    Executive Assistant

    New York

  • Nicole Lundergan

    Executive Assistant

    New York

  • Noemi Morales

    Executive Assistant

    New York

  • Jacqueline Morton

    Executive Assistant

    New York

  • Lanee Robertson

    Executive Assistant

    New York

  • Charmagne Kukulka

    Principal, Chief Compliance Officer

    New York

  • Iliana Nunez

    Administrative Receptionist

    New York

  • David Carias

    IT Specialist

    New York

  • Zachary Profant

    Principal, Deputy General Counsel

    New York

  • Robert Engelke

    Vice President and Associate General Counsel

    New York

  • Erin Hood

    Vice President and Deputy General Counsel

    New York

  • Jake Wang

    Vice President and Associate General Counsel

    Charlotte

  • David Wall

    Senior Associate and Associate General Counsel

    Charlotte

  • Maggie Walker-Hart

    Associate and Senior Legal Analyst

    New York

  • Colin Geraghty

    Senior Analyst, Junior Capital & Private Equity Solutions

    Charlotte

  • David Baird

    Senior Paralegal

    New York

Executive Committee
  • Ken Kencel

    President & CEO

    New York

  • Randy Schwimmer

    Vice Chairman, Investor Solutions

    New York

  • Shai Vichness, CFA

    Chief Financial Officer

    New York

  • Mat Linett

    Head of Senior Lending

    New York

  • Jason Strife

    Head of Junior Capital and Private Equity Solutions

    Charlotte

Operating committee
  • Moshe Bajnon

    Senior Managing Director, Global Head of Private Wealth & Co-Head of Investor Solutions Group

    New York

  • Christopher Cox

    Senior Managing Director & Chief Risk Officer

    New York

  • Chris Freeze

    Senior Managing Director, Co-Head of Investor Solutions Group

    New York

  • Derek Fricke

    Senior Managing Director, Junior Capital & Private Equity Solutions

    Charlotte

  • Kelli Marti

    Senior Managing Director, Head of CLO Management & Co-Head of Chicago Office

    Chicago

  • John McCally

    Senior Managing Director & General Counsel

    Charlotte

  • Courtney DeBolt

    Managing Director, Head of Business Systems & Operations

    New York

  • Kevin Meyer

    Managing Director, Head of Origination

    New York

  • Anne Philpott, CFA

    Managing Director, Junior Capital & Private Equity Solutions

    Charlotte

  • Marissa Short

    Managing Director, Funds Controller

    New York

  • Jill White

    Managing Director, Deputy Head of Underwriting & Portfolio Management

    Charlotte

Senior Lending
  • Mat Linett

    Head of Senior Lending

    New York

  • Kelli Marti

    Senior Managing Director, Head of CLO Management & Co-Head of Chicago Office

    Chicago

  • Kevin Meyer

    Managing Director, Head of Origination

    New York

  • Jill White

    Managing Director, Deputy Head of Underwriting & Portfolio Management

    Charlotte

  • Joe Lee

    Managing Director, Underwriting and Portfolio Management

    New York

  • Jessica Nels

    Managing Director, Head of Capital Markets

    Chicago

  • Jason Quinn

    Managing Director, Origination

    Los Angeles

  • Vivek Sachidanand

    Managing Director, Underwriting & Portfolio Management

    New York

  • Tarek Srouji

    Managing Director, Origination

    New York

  • Mark Tamburello

    Managing Director, Underwriting & Portfolio Management

    Charlotte

  • Nicholas Carroll

    Principal, Origination

    New York

  • Pranai Cheroo

    Principal, Origination

    Los Angeles

  • Jacob Iati

    Principal, Underwriting & Portfolio Management

    New York

  • Sean Mancini

    Principal, Origination

    New York

  • Joseph McShane

    Principal, Underwriting & Portfolio Management

    New York

  • Paul Sadlowski

    Principal, Origination

    Chicago

  • Sanjeet Singh

    Principal, Underwriting & Portfolio Management

    New York

  • Justin Zimmer

    Principal, Underwriting & Portfolio Management

    Charlotte

  • Matt Caulfield

    Vice President, Underwriting & Portfolio Management

    Chicago

  • Lindsey Figliolino

    Vice President, Underwriting & Portfolio Management

    New York

  • Malcolm Ferrell

    Vice President, Underwriting & Portfolio Management

    Los Angeles

  • Sam Gonzalez-Gross

    Vice President, Underwriting & Portfolio Management

    New York

  • Andrew Passero, CFA

    Vice President, Origination

    New York

  • Jad Abdul-Aal

    Senior Associate, Underwriting & Portfolio Management

    New York

  • Ryan Babakian, CFA

    Senior Associate, Underwriting & Portfolio Management

    New York

  • Jordan Kenney, CFA

    Senior Associate, Underwriting & Portfolio Management

    New York

  • Kaela Klune

    Senior Associate, Underwriting & Portfolio Management

    Los Angeles

  • Colin Miller

    Senior Associate, Underwriting & Portfolio Management

    New York

  • Andrew Kuntz

    Senior Associate, Underwriting & Portfolio Management

    Chicago

  • Tom Cohen

    Associate, Underwriting & Portfolio Management

    Los Angeles

  • Jack McTiernan

    Associate, Underwriting & Portfolio Management

    New York

  • Caroline Pate

    Associate, Underwriting & Portfolio Management

    New York

  • Daryl Anderton

    Senior Analyst, Underwriting & Portfolio Management

    Charlotte

  • John Bomba

    Senior Analyst, Underwriting & Portfolio Management

    Chicago

  • Jack Gaffney

    Senior Analyst, Underwriting & Portfolio Management

    New York

  • Andrew Greene

    Analyst, Underwriting & Portfolio Management

    New York

  • Ryan Greenough

    Analyst, Underwriting & Portfolio Management

    New York

  • Timothy Henning

    Analyst, Underwriting & Portfolio Management

    Charlotte

Junior Capital and Private Equity Solutions
  • Jason Strife

    Head of Junior Capital and Private Equity Solutions

    Charlotte

  • Derek Fricke

    Senior Managing Director, Junior Capital & Private Equity Solutions

    Charlotte

  • Anne Philpott, CFA

    Managing Director, Junior Capital & Private Equity Solutions

    Charlotte

  • Michael Chiulli, CFA, CPA

    Managing Director, Junior Capital & Private Equity Solutions

    New York

  • Raja Doddala

    Managing Director, Venture Capital & Growth Equity

    Dallas

  • Nick Lawler

    Managing Director, Head of Secondaries

    Chicago

  • David McManama

    Managing Director, Junior Capital & Private Equity Solutions

    Charlotte

  • Dodson Worthington

    Managing Director, Junior Capital & Private Equity Solutions

    Charlotte

  • Lucas Fries, CFA

    Principal, Junior Capital & Private Equity Solutions

    Charlotte

  • Andrew Topping

    Principal, Secondaries

    Charlotte

  • Patrick Anderson, CFA, CPA

    Vice President, Junior Capital & Private Equity Solutions

    New York

  • Erica Cunningham

    Vice President, Junior Capital & Private Equity Solutions

    Charlotte

  • Tyler Bullen

    Vice President, Secondaries

    Chicago

  • Tyler Donofrio

    Vice President, Junior Capital & Private Equity Solutions

    New York

  • Adam Froendt

    Vice President, Junior Capital & Private Equity Solutions

    Charlotte

  • Connor Gay

    Vice President, Secondaries

    Charlotte

  • Brandon Jordi

    Vice President, Junior Capital & Private Equity Solutions

    Charlotte

  • Brandon Ng

    Vice President, Junior Capital & Private Equity Solutions

    New York

  • Avery Ramsey

    Vice President, Junior Capital & Private Equity Solutions

    Charlotte

  • Tony Sorrentino, CFA

    Vice President, Secondaries

    Chicago

  • Jay Valentine

    Vice President, Junior Capital & Private Equity Solutions

    New York

  • Davis Westbrook

    Vice President, Junior Capital & Private Equity Solutions

    Charlotte

  • Connor Dunleavy

    Senior Associate, Junior Capital & Private Equity Solutions

    New York

  • Adam Frank

    Senior Associate, Junior Capital & Private Equity Solutions

    New York

  • Vince Pupi

    Senior Associate, Junior Capital & Private Equity Solutions

    New York

  • Fraser Hahn

    Associate, Junior Capital & Private Equity Solutions

    Charlotte

  • Eliza Ike

    Associate, Junior Capital & Private Equity Solutions

    Charlotte

  • Max Schulman

    Associate, Junior Capital & Private Equity Solutions

    Charlotte

  • Ross Abram

    Senior Analyst, Junior Capital & Private Equity Solutions

    New York

  • Andrew DiCandilo

    Senior Analyst, Junior Capital & Private Equity Solutions

    New York

  • Colin Geraghty

    Senior Analyst, Junior Capital & Private Equity Solutions

    Charlotte

  • Ken Kencel

    President & CEO

    Ken serves as President and CEO of Churchill Asset Management, an affiliate of Nuveen, the asset management arm of TIAA, a Fortune 500 financial services company. He also serves as Chairman of the Board, President and CEO of Nuveen Churchill Direct Lending Corp. (NYSE: NCDL) and Nuveen Churchill Private Capital Income Fund (PCAP), Churchill’s publicly registered business development companies.

    Throughout his over 35-year career in the investment industry, he has accrued a broad range of experience in leading private credit investment businesses. Previously, Ken served as a Managing Director of The Carlyle Group, where he also served as President and a Director of Carlyle Secured Lending, Inc. (Carlyle’s publicly traded business development company). Prior to that he founded and was President and CEO of Churchill Financial Group, served as Head of Leveraged Finance for Royal Bank of Canada and was Head of Indosuez Capital, a leading middle market merchant banking and asset management business in partnership with Credit Agricole Group. Ken was also a founder of the high yield finance business at Chase Securities (now JP Morgan Chase). He began his career in the Mergers & Acquisitions Group at Drexel Burnham Lambert. He regularly appears as a guest commentator on private credit markets on Bloomberg, CNBC, The Wall Street Journal and The Financial Times. In 2023, Ken was named by Private Debt Investor as “One of the 30 ChangeMakers” who helped shape the private debt industry over the past decade.

    Ken graduated with a B.S. in Business Administration, magna cum laude, from Georgetown University and a J.D. from Northwestern University Pritzker School of Law. He serves on the Pension Investment Advisory Committee for the Archdiocese of New York, the Board of Trustees and Chairman of the Investment Committee of Canisius High School (a private Jesuit Preparatory school in Buffalo, NY), the Advisory Board of Teach for America (Connecticut), and the Milken Institute’s Diversity, Equity, and Inclusion in Asset Management Executive Council. Ken is a former member of the Board of Advisors and Adjunct Professor at the McDonough School of Business at Georgetown University.

  • Randy Schwimmer

    Vice Chairman, Investor Solutions

    Randy is Vice Chairman of the firm, overseeing the Investor Solutions Group and focusing on managing and growing the firm’s relationships with leading global institutional investors, family offices and private wealth platforms. Previously, he served as Co-Head of Senior Lending, overseeing senior lending origination and capital markets for Churchill Asset Management, an investment specialist of Nuveen.

    Randy has broad experience in middle market finance and is widely credited with developing loan syndications for middle market companies. Prior to joining the firm, Randy served as a senior managing director and head of capital markets and indirect origination at Churchill Financial. In those positions, he took responsibility for all loan capital markets activities and for managing the firm’s indirect origination platform. Before that, he worked as managing director and head of leveraged finance syndication for BNP Paribas. He spent 15 years at JP Morgan Chase in corporate banking and loan syndications, where he originated, structured and syndicated leveraged loans.

    Randy graduated with a B.A., cum laude, from Trinity College and an M.A. from the University of Chicago.

  • Shai Vichness, CFA

    Chief Financial Officer

    Shai serves as the chief financial officer of Churchill Asset Management, an investment specialist of Nuveen.

    Previously, as managing director and head of senior leveraged lending for Churchill’s parent company, Nuveen, Shai was responsible for initiating Nuveen’s investment program in middle market senior loans and was directly involved in the launch of Churchill Asset Management as an affiliate in 2015. Since the launch of Churchill, he has been a member of its investment committee and has been actively engaged in the management of Churchill, including the development of its infrastructure and operations. Shai joined Nuveen in 2005 and has spent his entire career in the private debt markets, with a significant amount of time spent in Nuveen’s workout and restructuring department.

    Shai graduated with a B.B.A. from Baruch College, CUNY. He holds the CFA designation.

  • Mat Linett

    Head of Senior Lending

    Mat is head of senior lending overseeing origination, capital markets, underwriting and portfolio management for Churchill Asset Management, an investment specialist of Nuveen. Mat is a member of the firm’s Executive Committee as well as its senior lending Investment Committee.

    Previously, he was a credit portfolio manager at Loeb King Capital and Havens Advisors, as well as a senior vice president at Jefferies & Co. He also served as a vice president at Indosuez Capital, a middle market merchant banking and asset management business, where he worked closely with Churchill’s CEO, Ken Kencel. Mat has invested at all levels of the capital structure including senior secured loans, public and private mezzanine debt, as well as private equity co-investments. In addition, he has significant distressed debt experience both as an investor in the secondary market as well as through direct workouts of middle market loans.

    Mat graduated from the University of Pennsylvania’s dual degree program with a B.S., cum laude, in Economics from the Wharton School and a B.A., honors, in International Relations from the College of Arts and Sciences.

  • Jason Strife

    Head of Junior Capital and Private Equity Solutions

    Jason leads Churchill’s private equity and junior capital platform, including executing strategic initiatives, capital raising, sourcing investments, firm management, and portfolio construction for six mandates that provide debt and equity capital into the U.S. private equity middle market. Jason is a member of the firm’s Executive Committee and is Investment Committee Chair for six private equity and junior capital mandates, including LP commitments, equity co-investments, structured capital, secondaries, and junior loans.

    Prior to joining Churchill, Jason was a Principal at Bison Capital, a Los Angeles based firm focused on junior capital investments. Prior to Bison Capital, Jason was an Associate at Weston Presidio, a private equity firm focused on growth capital and LBOs. Prior to Weston Presidio, Jason worked in the M&A group of Wachovia, executing private equity transactions.

    Jason graduated from Wake Forest University with a Bachelor of Science in Analytical Finance and a Masters in Accounting, where he earned a scholarship for his graduate studies and passed the CPA examination. He currently sits on the Board of Visitors of the Wake Forest business school, and is involved with numerous boards and strategic committees, including at the Charlotte Latin School and the Congaree Global Golf Initiative.

  • Moshe Bajnon

    Senior Managing Director, Global Head of Private Wealth & Co-Head of Investor Solutions Group

    Moshe is the Global Head of Private Wealth for Nuveen Private Capital, as well as a Senior Managing Director, Co-Head of the Investor Solutions Group and a member of the Operating Committee at Churchill. In this role, he is responsible for leading the overall growth and expansion of the Churchill and Arcmont investment strategies across the global wealth landscape.

    Prior to joining Churchill in 2024, Moshe was a Partner and Co-Head of the Private Wealth Group at Ares Management. Moshe formed and ran the group starting in 2016, built out the wealth business in the United States, and played a significant role in the creation and expansion of Ares Wealth Management Solutions in 2021. Prior to Ares, Moshe held senior positions at Trian Partners and Morgan Stanley. He began his career at Bank of New York.

    Moshe graduated from Touro College with a B.S. in Accounting and earned his M.B.A. magna cum laude from The Zicklin School of Business at Baruch College. Moshe is also a CAIA Charterholder.

  • Christopher Cox

    Senior Managing Director & Chief Risk Officer

    Chris is the chief risk officer for Churchill Asset Management, an investment specialist of Nuveen.

    Prior to joining the firm, Chris was a principal of Carlyle GMS Finance and was a managing director and chief risk officer for Churchill Financial, which he joined in 2006. In this role, he was responsible for overseeing the company’s risk management infrastructure, including all risk management processes and policies. He was also a senior vice president at GE Commercial Finance (a division of GE Capital) from 1997 to 2006, where he held various risk management roles within the corporate lending group, focusing on middle market transactions. Chris also worked at Gibbs & Cox, Inc. in New York, NY.

    Chris graduated with a B.S. in Civil Engineering from Tufts University and an M.B.A. from Fordham University.

  • Chris Freeze

    Senior Managing Director, Co-Head of Investor Solutions Group

    As Co-Head of Churchill Asset Management’s Investor Solutions Group, Chris leads the capital raising, product development and investor relations initiatives for the Firm’s activities with institutional investors across both the senior lending and private equity and junior capital platforms. Chris is also focused on expanding Churchill’s ability to deliver investment solutions to insurers and other institutional investors globally. Chris is a member of Churchill’s Operating Committee.

     Before joining Churchill, Chris was a Managing Director at The Carlyle Group. Most recently he was CEO of TCG Securities LLC, Carlyle’s broker/dealer. Prior to joining Carlyle, Chris was the Chief Operating Officer of Credit Suisse’s Customized Fund Investment Group (CFIG). He began his career as an Assistant District Attorney in the Kings County (Brooklyn) District Attorney’s Office.

    Chris received his BA from St. John’s University, an MA from John Jay College, a JD degree from St. John’s University School of Law and an LLM (Corporations) from New York University School of Law.

  • Derek Fricke

    Senior Managing Director, Junior Capital & Private Equity Solutions

    Derek serves as a Senior Managing Director on the Private Equity and Junior Capital team for Churchill Asset Management, where he is actively involved in sourcing and executing investments in junior capital and equity co-investments, as well as investments in private equity funds. Derek is a member of the firm’s Operating Committee and a member of the Private Equity and Junior Capital team’s Investment Committee overseeing six private equity and junior capital mandates, including LP commitments, equity co-investments, structured capital, secondaries and junior capital loans. Derek initially joined the team in 2013, when the group was operating as part of Churchill’s parent Company, TIAA and subsequently Nuveen. Prior to joining the organization, Derek spent several years as an investment team member at Chrysalis Ventures, a $400 million venture capital firm investing in early stage healthcare services, business services, and technology companies. Previously, Derek was an active mezzanine capital and equity investor in middle-market media and technology companies as an investment team member at BIA Digital Partners. Derek began his career in investment banking in Atlanta, GA with SunTrust Robinson Humphrey.

    Derek is a graduate of the University of North Carolina at Chapel Hill, where he earned a Bachelor of Science degree in Business Administration from the Kenan-Flagler School of Business.

  • David Heilbrunn

    Senior Advisor

    David is a Senior Advisor at Churchill and previously served as Co-Head of the Investor Solutions Group, focused on fundraising, product development, project management and investor relations.

    Prior to joining the firm in 2017, David held senior roles at several firms, including managing director of Fifth Street Asset Management, managing director of The Carlyle Group, senior managing director and head of corporate strategy and development for Churchill Financial, and managing director and CDO group head for Bear Stearns & Co. and JPMorgan.

    David graduated with a B.S., magna cum laude, in Accounting from The State University of New York at Albany and an M.B.A., with distinction, from the University of Michigan’s Ross School of Business.

  • Kelli Marti

    Senior Managing Director, Head of CLO Management & Co-Head of Chicago Office

    Kelli Marti serves as Churchill’s Head of CLO Management, the Portfolio Investment Strategist for Nuveen Churchill Private Capital Income Fund (PCAP) and Co-Head of Chicago Office. As Head of CLO Management, she is responsible for the management and growth of Churchill’s middle market CLO platform, including day-to-day vehicle oversight, assisting in the sourcing of assets and trading strategy development, as well as participating in fundraising initiatives. As Portfolio Investment Strategist, Kelli serves as the portfolio manager of PCAP, overseeing day-to-day investment activity and helping to make investment decisions on behalf of the fund.

    Before joining Churchill, Kelli spent eighteen years at Crestline Denali Capital, a CLO asset manager. Most recently she served as Crestline Denali’s Managing Director and Chief Credit Officer where she was responsible for overseeing the firm’s entire credit function including new business underwriting and portfolio management. She also served on the firm’s Investment Committee. Prior to joining Crestline Denali, Kelli was a Vice President at Heller Financial where she was responsible for underwriting and managing middle market loans. Prior to joining Heller, she was an Assistant Vice President at First Source Financial where she underwrote direct middle market transactions on behalf of the firm’s CLO portfolio.  She began her career as an auditor at KPMG in Chicago.

    Kelli graduated magna cum laude with a B.S. in Accounting from the University of Notre Dame and received her MBA with high honors from the Kellogg School of Management at Northwestern University. She previously earned her CPA certification.

  • John McCally

    Senior Managing Director & General Counsel

    John McCally serves as the general counsel for Churchill Asset Management, an investment specialist of Nuveen. He has been responsible for day-to-day legal matters for the firm since its launch in 2015.

    Previously, John was an associate general counsel at Nuveen. At Nuveen, John provided advice and strategic guidance to investment and business development teams focused on public and private fixed income, derivatives and structured products, and was responsible for legal matters pertaining to Nuveen’s Leveraged Finance platform.  Prior to Nuveen, John was an associate with Cadwalader, Wickersham & Taft LLP, specializing in derivatives, structured products and investment management.

    John graduated from Duke University and received his juris doctor from The George Washington University Law School.

  • Courtney DeBolt

    Managing Director, Head of Business Systems & Operations

    Courtney joined Churchill Asset Management in 2021 and currently serves as a Managing Director, Head of Business Systems & Operations. She has over 15 years of investment operations experience and was previously a Vice President at Ares Management overseeing the middle office for liquid credit and private equity. Prior to managing the middle office, she also held roles managing the reconciliation team and within the account onboarding team. Before Ares Management, she worked at Bain Capital Credit in their Boston and London offices. During her time at Bain Capital Credit, she held various operational roles in project management, settlements, and loan servicing.

    Courtney received her BS in International Business, with a concentration in Finance, from Northeastern University.

  • Kevin Meyer

    Managing Director, Head of Origination

    Kevin joined Churchill Asset Management in 2015 and currently serves as Managing Director, Head of Origination with over twelve years of experience in middle market leveraged finance. Previously, he was an Assistant Vice President and Underwriter at GE Capital, a financial services institution that is focused on making direct senior, middle market loans. Prior to GE Capital, Kevin worked in sports marketing and event management at FIFA.

    Kevin graduated from Fordham in 2008 with a B.A. in finance and minor concentration in economics. He received his MBA with specializations in finance and international business from Fairfield University’s Dolan School of Business in 2012.

  • Anne Philpott, CFA

    Managing Director, Junior Capital & Private Equity Solutions

    Anne is a Managing Director on the Private Equity and Junior Capital team at Churchill Asset Management, where she is actively involved in sourcing and executing investments in junior capital and equity co-investments, as well as investments in private equity funds. She is also a member of the Private Equity and Junior Capital team’s Investment Committee, overseeing six private equity and junior capital mandates, including LP commitments, equity co-investments, structured capital, secondaries and junior capital loans. Additionally, Anne serves as Co-Head of Churchill’s Diversity, Equity and Inclusion Council, where she collaborates on initiatives that prioritize inclusion and authenticity.

    Previously, Anne was a Senior Director on the Private Equity and Junior Capital team at Nuveen. Ms. Philpott joined TIAA in 2005 and began her career as an Associate in the Private Placements group. As part of the Private Placements team she acted as a lead originator and portfolio manager for a variety of domestic and international high grade corporate debt investments.

    Anne holds a B.S. in Economics from the University of Pennsylvania, and is a CFA charter holder and member of the CFA Institute.

  • Marissa Short

    Managing Director, Funds Controller

    Marissa joined Churchill Asset Management in 2018 and currently serves as Managing Director, Funds Controller with thirteen years of financial services experience. Previously, she was a senior manager in the Wealth and Asset Management Practice at Ernst & Young LLP, responsible for the planning, implementation, and completion of financial statement audits for top tier SEC and non-SEC clients.

    Marissa received her B.S. in Accounting and Business Administration from Lehigh University and is a Certified Public Accountant in the State of New York.

  • Jill White

    Managing Director, Deputy Head of Underwriting & Portfolio Management

    Jill joined Churchill Asset Management in 2018 and currently serves as Managing Director, Deputy Head of Underwriting and Portfolio Management with over 10 years of experience in middle market leveraged finance. Before joining Churchill, she worked at Antares Capital on the underwriting and portfolio management team, where she lead processes for senior debt financings. Prior to that, she spent several years on the Antares credit advisory team managing distressed credit situations. Prior to Antares Capital, Jill completed the GE Capital Investment Analyst program.

    Jill graduated summa cum laude from John Carroll University with a B.S. in finance and minor in mathematics.

  • Bill Huffman

    Chief Executive Officer, Nuveen

    Bill Huffman is Chief Executive Officer of Nuveen, a leading global asset management firm with more than $1 trillion in assets under management. Responsible for driving the firm’s vision, strategy and day-to-day operations, he and his leadership team set and execute key growth initiatives and oversee the firm’s investment teams, product strategy and management and client businesses. Huffman chairs the Nuveen Executive Committee and is a member of parent company TIAA’s Executive Committee.

    In addition, he serves as an executive sponsor of the Nuveen Culture and Inclusion Council, which incorporates ID&E best practices across the firm to build an inclusive and engaging culture for all associates, as well as the Achieve Business Resource Group which helps women at the firm achieve success both personally and professionally while driving results for the business.

    Previously, Huffman led the Nuveen Equities and Fixed Income (NEFI) group, managing a global investment business across equities, taxable fixed income, munis, multi-asset, private capital and green lending, while providing the firm’s clients with diverse capabilities and solutions. He was also the president of Nuveen Asset Management, responsible for leading all of the firm’s business and investment management activities.

    Huffman joined Nuveen in 2008 after 17 years at Northern Trust where he was president and chief executive officer of Northern Trust Global Advisors, Inc., serving institutional and wealth clients in traditional asset classes and alternatives including hedge funds and private equity. Prior to these roles, he was the director of quantitative product management for Northern Trust and began his career with the firm as the leader of the internal audit group responsible for treasury, investment management and finance functions.

    Based in Chicago, Bill graduated with a B.S. in Accounting from Indiana University and an M.B.A. in Finance from the University of Chicago. He has also passed the Certified Public Accountant exam. Bill serves his community as Vice Chairman of the Board of Directors for the Boys and Girls Clubs of Chicago, and as a Rush System Trustee member and Cancer Advisory Council member.

  • Kevin McCarthy

    Secretary & General Counsel, Nuveen

    Kevin serves as secretary and general counsel for Nuveen and is a member of the firm’s executive committee. He has led the development of Nuveen’s legal department to support the significant expansion and increasing complexity of Nuveen’s business and also partners with business leaders across the firm to support product development. Kevin serves as an officer of Nuveen Funds and is involved in the day-to-day operation, management and development of the firm’s funds business while also playing an active role in fund board relations.

    Before coming to Nuveen in 2007, Kevin was a Partner with Bell, Boyd & Lloyd LLP. While at Bell, Boyd, he represented a number of mutual fund complexes, including Nuveen, and their advisers. Kevin also represented the independent board members of several fund complexes and also focused his practice on general corporate and securities law matters, including mergers and acquisitions.

    Kevin graduated with a B.B.A. in Accounting from Notre Dame and a J.D. from the University of Illinois, College of Law. He is currently a board member of Lurie Children’s Hospital.

  • Joe Lee

    Managing Director, Underwriting and Portfolio Management

    Joe joined Churchill Asset Management in 2019 and currently serves as Managing Director in the underwriting and portfolio management group. He has over a decade of private equity and leveraged finance investment experience and was previously a Vice President in Structured Finance Investing and Lending at Goldman Sachs, focused on principal investments across corporate credit and structured products. Before Goldman Sachs, he worked at Antares Capital, where he structured and executed middle market leveraged buyout transactions.  Prior to that, Joe was on the originations team at Mubadala GE Capital, focused on sourcing global debt investment opportunities, and he was also an investment professional for GE Equity, the global private equity arm of GE Capital. Joe began his career at GE Capital, where he graduated from the Financial Management Program.

    Joe earned his B.S. in Accounting from Boston College, Carroll School of Management.

  • Jessica Nels

    Managing Director, Head of Capital Markets

    Jessica is a Managing Director in the Capital Markets team for Churchill Asset Management where she is responsible for middle market club transactions, syndication and lender relationship management.  Prior to joining Churchill, Jessica was a Director on the Capital Markets team for Twin Brook Capital Partners, the middle market direct lending subsidiary of Angelo, Gordon & Co. While at Twin Brook, she structured, underwrote, and syndicated senior debt and unitranche credit facilities for middle-market private equity sponsors.  Prior to that, she held various roles at BMO Harris Bank, Antares Capital and GE Capital.

    Jessica earned a B.S. in finance and accounting from the University of Wisconsin-Madison and received an M.B.A. in finance and economics from the University of Chicago Booth School of Business.

  • Jason Quinn

    Managing Director, Origination

    Jason joined Churchill Asset Management in 2022 and currently serves as Managing Director, Origination with over fourteen years of experience in middle market leveraged finance. Previously, he was a Senior Vice President at Antares Capital, responsible for sourcing deals and managing relationships with West Coast private equity sponsors.  Prior to that, he was a Vice President leading underwriting processes for senior debt financings supporting sponsored transactions.  He began his career at GE Capital.

    Jason graduated magna cum laude with a BBA from the University of Notre Dame, and he received his MBA from Northwestern University Kellogg School of Management.  Additionally, he is a Certified Public Accountant.

  • Vivek Sachidanand

    Managing Director, Underwriting & Portfolio Management

    Vivek joined Churchill Asset Management in 2021 and serves as a Managing Director in the underwriting and portfolio management group. He has over 15 years of experience in middle market leveraged finance. Prior to joining Churchill, Vivek was a Principal in The Carlyle Group’s Global Credit platform, where he was responsible for originating, structuring, and executing private credit investments. Prior to joining Carlyle, Vivek was a Vice President at Jefferies Finance where he structured and underwrote senior and junior debt financings for sponsor-backed buyouts and M&A transactions. Vivek has also held roles at both Ivy Hill Asset Management and CIFC Asset Management, where he evaluated primary and secondary senior secured investment opportunities and managed a portfolio of investments across a variety of sectors.

    Vivek earned a B.A. in Political Science from the University of Michigan.

  • Tarek Srouji

    Managing Director, Origination

    Tarek joined Churchill Asset Management in 2018 and currently serves as a Managing Director in the originations team, where he is responsible for developing relationships with private equity sponsors. He has over a decade of experience in private equity and leveraged finance.  Previously, he worked at BNP Paribas as a Director in the firm’s Merchant Banking and Loan Syndication Groups.  In these roles, he was responsible for originating, underwriting and syndicating private equity debt financings. Previously, Tarek held similar positions at Goldman Sachs and Credit Suisse. Tarek began his career at PricewaterhouseCoopers LLP, where he earned his CPA and performed due diligence and quality of earnings reviews primarily for private equity clients.

    Tarek graduated from Georgetown University with a B.S. in Finance and Accounting and has an M.B.A. from Columbia Business School.

  • Mark Tamburello

    Managing Director, Underwriting & Portfolio Management

    Mark rejoined Churchill Asset Management in 2020 and serves as a Managing Director in the underwriting and portfolio management group with over 18 years of experience. Previously, he was with The Carlyle Group’s Direct Lending platform and was responsible for executing middle market senior, unitranche, and junior debt investments. Prior to Carlyle, Mark was an Associate at Churchill which he joined in 2010. He also held positions at Olympus Partners, a middle market private equity firm, and Harris Williams & Co., an investment bank focused on mergers and acquisitions of middle market companies.

    Mark received a BS in business administration with distinction from the University of North Carolina.

  • Nicholas Carroll

    Principal, Origination

    Nick joined Churchill Asset Management in 2017 and currently serves as a Principal in the Origination team with over nine years of experience in leveraged finance markets across both large cap and middle market deals. Previously, he was an Analyst within the Investment Bank at JP Morgan working with the diversified industrials credit group. Prior to joining JP Morgan, Nick worked as an Analyst at GE Capital, a financial services institution that focused on making direct senior, middle market loans.

    Nick graduated from the University of Connecticut in 2012 with a B.A in economics, with minors in accounting and communications.

  • Pranai Cheroo

    Principal, Origination

    Pranai joined Churchill Asset Management in 2023, where he is responsible for originating and leading middle market financing transactions as well as developing relationships with private equity sponsors. He has been in middle market leveraged finance for over 14 years. Previously, he was a Principal at The Carlyle Group, responsible for sourcing deals and managing relationships with private equity firms, as well as leading the underwriting, structuring and execution of debt financings. Prior to his time at Carlyle, Pranai held similar positions at Summit Partners and BNP Paribas.

    Pranai graduated with a BA from Tufts University, where he double majored in Quantitative Economics and Mathematics. He is based in Los Angeles.

  • Jacob Iati

    Principal, Underwriting & Portfolio Management

    Jake joined Churchill Asset Management in 2019 and currently serves as a Principal in the underwriting and portfolio management group with over five years of experience in investment banking and middle market leveraged finance. Previously, he was an Associate within the Investment Bank at J.P. Morgan working in the healthcare, consumer and retail credit group. Prior to that, Jake worked as an Analyst in J.P. Morgan’s middle market banking division.

    Jake graduated from the University at Albany with a B.S. in Business Administration, with a concentration in finance and management. He also received an M.B.A. from the University at Albany.

  • Sean Mancini

    Principal, Origination

    Sean joined Churchill Asset Management in 2015 and currently serves as a Principal in the Origination team with over eight years of experience in middle market leveraged finance. Previously, he was an Associate at GE Capital, a financial services institution focused on making direct senior, middle market loans. Sean was accepted and graduated from the GE Capital Financial Management Program.

    Sean graduated from The Pennsylvania State University, Smeal College of Business with a B.S. in finance. He also received an international business degree from Institute at Palazzo Rucellai.

  • Joseph McShane

    Principal, Underwriting & Portfolio Management

    Joe joined Churchill Asset Management in 2022 where he currently serves as a Principal in the underwriting and portfolio management group with over twelve years of experience in senior lending and middle market leveraged finance. Previously, Joe held various roles at JPMorgan, where he was most recently a Vice President in the middle market banking division focused on originating and structuring transactions for private equity and venture capital backed corporate borrowers within the for-profit healthcare sector. Prior to that, he was a Vice President within the Investment Bank at JPMorgan working with the healthcare, consumer, and retail credit group, where he was primarily focused on leveraged finance transactions with both large and mid-cap healthcare corporate borrowers.

    Joe graduated from the College of the Holy Cross with a B.A. in Political Science.

  • Paul Sadlowski

    Principal, Origination

    Paul joined Churchill Asset Management in 2023 and currently serves as a Principal on the Origination team, where he is responsible for developing relationships with private equity sponsors and lenders.  He brings over fifteen years of experience and expertise in private equity, leveraged finance and capital markets, having most recently served as Executive Director at J.P. Morgan in the firm’s Leveraged Finance Group.  In this role, he was responsible for originating, underwriting and syndicating private equity and corporate financings.  Paul began his career at Segall Bryant & Hamill Asset Management where he was an investment professional in the firm’s Fixed Income group.

    Paul graduated from Vanderbilt University with a BA in Economics and History and has an MBA from Duke University’s Fuqua School of Business.

  • Sanjeet Singh

    Principal, Underwriting & Portfolio Management

    Sanjeet joined Churchill Asset Management in 2018 and currently serves as a Principal in the underwriting and portfolio management group with more than five years of experience in middle market leveraged finance and investment banking. Prior to joining Churchill, he was on the direct lending team at Medley Capital, a credit-focused asset manager providing financing solutions for middle-market transactions. Sanjeet began his career in investment banking at Bowen Advisors in Boston focused on M&A advisory.

    Sanjeet graduated from the University of Michigan, with a B.A. in Economics and a minor in Math.

  • Justin Zimmer

    Principal, Underwriting & Portfolio Management

    Justin joined Churchill Asset Management in 2020 and currently serves as a Principal in the underwriting and portfolio management group with over 7 years of experience in middle market leveraged finance. Previously, he worked at Antares Capital as an Assistant Vice President where he structured and executed middle market leveraged buyout transactions. Prior to Antares he held various roles within GE Capital spanning Underwriting, FP&A, Controllership and Pricing. Justin began his career at GE Capital, where he graduated from the Financial Management Program.

    Justin earned his B.S. in Business Administration from Westminster College, Gore School of Business.

  • Matt Caulfield

    Vice President, Underwriting & Portfolio Management

    Matt joined Churchill Asset Management in August 2021 and serves as a Vice President in the underwriting and portfolio management group with more than five years of leveraged finance experience. Most recently, Matt was a member of the middle market senior debt group at Manulife Investment Management. Matt started in leveraged finance at Crestline Denali Capital, a CLO asset manager. He began his career in the Deals practice at PWC in Chicago as a consultant advising clients on accounting considerations for capital markets and M&A activity.

    Matt graduated from the University of Illinois at Urbana-Champaign with a B.S. in Finance and a B.S. in Accountancy.

  • Lindsey Figliolino

    Vice President, Underwriting & Portfolio Management

    Lindsey joined Churchill Asset Management in 2021 and currently serves as a Vice President in the underwriting and portfolio management group with more than seven years of experience in middle market leveraged finance. Previously, she was an underwriter with Bank of Ireland, providing financing solutions for middle market private equity-backed transactions. Lindsey began her career in the Asset Management Assurance Group at Ernst & Young.

    Lindsey graduated from Drexel University, LeBow College of Business, with a B.S. in Business Administration with a dual concentration in accounting and finance.

  • Malcolm Ferrell

    Vice President, Underwriting & Portfolio Management

    Malcolm joined Churchill Asset Management in 2024 as a Vice President in the underwriting and portfolio management group with over ten years of experience in private credit and middle market leveraged finance. Previously, he was a Vice President on the direct lending team at Tree Line Capital Partners, an asset manager providing debt and equity financing solutions to sponsor-backed companies. Prior to that, Malcolm worked in leveraged finance at Capital One where he initially began his career in corporate banking within diversified industries.

    Malcolm graduated from Texas Christian University with a B.B.A. in finance. He also received an M.B.A. from the University of Texas McCombs School of Business.

  • Sam Gonzalez-Gross

    Vice President, Underwriting & Portfolio Management

    Sam joined Churchill Asset Management in 2018 and currently serves as a Vice President in the underwriting and portfolio management group with over five years of experience in middle market leverage finance. Previously, he was an Associate with CIT Group, a financial services institution providing financing and advisory services to middle market companies.

    Sam graduated from Hamilton College in 2015 with a B.A. in Economics.

  • Andrew Passero, CFA

    Vice President, Origination

    Andy joined Churchill Asset Management in 2020 and currently serves as a Vice President focused on Origination. Previously, he was a Vice President in the Portfolio Analytics group of JP Morgan’s Private Bank.  Prior to joining JP Morgan, Andy worked as a Quantitative Portfolio Analyst at K2 Advisors, a fund of hedge funds manager.

    Andy graduated from the University of Connecticut in 2012 with a B.S. in Finance, with minors in Economics and Information Systems.  Andy is a CFA Charterholder.

  • Jad Abdul-Aal

    Senior Associate, Underwriting & Portfolio Management

    Jad joined Churchill Asset Management in 2019 and currently serves as a Senior Associate in the underwriting and portfolio management group with two years of experience in leveraged finance and asset management. Previously, he was an Analyst at Antares Capital focused on providing financing solutions for middle market private equity-backed transactions. Most recently, Jad was an Associate at OFS Capital Management, focused on CLO management in the broadly syndicated loan market.

    Jad graduated from John Carroll University, Boler School of Business with a B.S. in Finance and Economics.

  • Ryan Babakian, CFA

    Senior Associate, Underwriting & Portfolio Management

    Ryan joined Churchill Asset Management in 2016 and currently serves as an Senior Associate in the underwriting and portfolio management group with more than four years of experience in middle market leveraged finance. Previously, he was a Financial Analyst with Audax Group, a financial services institution providing mezzanine and senior debt to middle market companies. Ryan began his career in the Advisory practice of Ernst & Young.

    Ryan graduated from The Pennsylvania State University, Smeal College of Business with a B.S. in finance. Ryan is a CFA charterholder.

  • Jordan Kenney, CFA

    Senior Associate, Underwriting & Portfolio Management

    Jordan joined Churchill Asset Management in 2019 and currently serves as a Senior Associate in the underwriting and portfolio management group with two years of experience in leveraged finance. Previously, he was an Analyst at Nuveen Private Markets focused on a wide range of asset classes, including private placements, senior secured loans, mezzanine finance, private equity funds and co-investments.

    Jordan graduated from Drexel University, Lebow College of Business with a B.S. in Finance and Economics. He is a CFA charterholder.

  • Kaela Klune

    Senior Associate, Underwriting & Portfolio Management

    Kaela joined Churchill Asset Management in 2022 and currently serves as a Senior Associate in the underwriting and portfolio management group with more than seven years of experience in middle market leveraged finance. Previously, she was an underwriter with Annaly Capital Management, providing financing solutions for middle market private equity-backed transactions. Prior to Annaly, Kaela was an Associate in the Software Lending group at Wells Fargo.

    Kaela graduated from Boston College, Carroll School of Management with a B.S. in Management, with a dual concentration in Finance and Management & Leadership.

  • Colin Miller

    Senior Associate, Underwriting & Portfolio Management

    Colin joined Churchill Asset Management in 2018 and currently serves as a Senior Associate in the underwriting and portfolio management group with two years of experience in leveraged finance. Previously, he was an Analyst at Mizuho Bank focused on providing financing solutions for non-investment grade and private equity-backed transactions.

    Colin graduated from the University of Delaware, Alfred Lerner College of Business & Economics with a B.S. in Finance and Accounting and a minor in Economics.

  • Andrew Kuntz

    Senior Associate, Underwriting & Portfolio Management

    Andrew joined Churchill Asset Management in 2021 and currently serves as a Senior Associate in the underwriting and portfolio management group with four years of experience in leveraged finance. Previously, he was an Assistant Vice President at Antares Capital managing investor programs and providing financing solutions to middle market private equity-backed companies.

    Andrew graduated from the University of Illinois Urbana-Champaign Gies College of Business with a B.S. in Finance.

  • Tom Cohen

    Associate, Underwriting & Portfolio Management

    Tom joined Churchill Asset Management in 2024 and currently serves as an Associate in the underwriting and portfolio management group with more than four years of experience in leveraged finance and financial restructuring. Previously, he was an Associate within the U.S. Direct Lending Group at Ares Management, providing financing solutions for private equity-backed transactions. Prior to Ares, Tom was an Analyst in the Financial Restructuring Group at Houlihan Lokey.

    Tom graduated from the University of California, Berkeley, Walter A. Haas School of Business in 2019 with a B.S. in Business Administration.

  • Jack McTiernan

    Associate, Underwriting & Portfolio Management

    Jack joined Churchill Asset Management in 2022 and currently serves as an Associate in the underwriting and portfolio management group with two years of experience in leveraged finance. Previously, he was an Analyst within the Syndicated & Leveraged Finance Group at TD Securities focused on providing financing solutions for non-investment grade and private equity-backed transactions.

    Jack graduated from Boston College, Carroll School of Management with a B.S. in Management, with concentrations in Finance and Business Analytics.

  • Caroline Pate

    Associate, Underwriting & Portfolio Management

    Caroline joined Churchill Asset Management in 2022 and currently serves as an Associate in the underwriting and portfolio management group with over two years of experience in the credit markets. Previously, she was an Analyst within the Consumer & Retail Corporate Banking Group at Wells Fargo, focused on providing financing solutions for large corporate customers as well as private equity-backed transactions.

    Caroline graduated from the University of North Carolina at Chapel Hill, Kenan-Flagler Business School in 2019 with a B.S. in Business Administration.

  • Daryl Anderton

    Senior Analyst, Underwriting & Portfolio Management

    Daryl joined Churchill Asset Management in 2023 and currently serves as a Senior Analyst in the underwriting and portfolio management group with two years of experience in leveraged finance. Previously, he was an Associate within the Leveraged Finance Credit Group at Bank of America, focused on providing financing solutions for non-investment grade and private equity-backed transactions. Prior to that, he held several positions at Bank of America focusing on various corporate treasury and credit risk initiatives.

    Daryl graduated from East Carolina University in 2017 with a B.S. in Business Administration. He also received a Master’s in Accounting from North Carolina State University in 2018.

  • John Bomba

    Senior Analyst, Underwriting & Portfolio Management

    John joined Churchill Asset Management in 2022 and currently serves as a Senior Analyst in the underwriting and portfolio management group with one year of prior experience in valuations and private debt. Previously, he was an Analyst within the Valuations and Opinions Group at Lincoln International, focused on providing debt and equity valuations for private equity-backed transactions.

    John graduated from the University of Illinois at Urbana-Champaign, Gies College of Business in 2019 with a B.S. in Accounting.

  • Jack Gaffney

    Senior Analyst, Underwriting & Portfolio Management

    Jack joined Churchill Asset Management in 2022 and currently serves as a Senior Analyst in the underwriting and portfolio management group with two years of experience in technology, media, and telecommunications leveraged finance. Previously, he was an Analyst at CIT Group focused on providing financing solutions for middle market private equity-backed transactions.

    Jack graduated from Boston College in 2020 with a B.A. in economics, with a minor in finance.

  • Andrew Greene

    Analyst, Underwriting & Portfolio Management

    Andrew joined Churchill Asset Management in 2024 and currently serves as an Analyst in the underwriting and portfolio management group with over two years of experience in leveraged finance. Previously, he was a Senior Analyst in the Leveraged Finance Underwriting group at Citi, focused on underwriting and monitoring loans extended to non-investment grade corporate and private equity-backed companies.

    Andrew graduated from Middlebury College with a B.A. in Economics and History.

  • Michael Chiulli, CFA, CPA

    Managing Director, Junior Capital & Private Equity Solutions

    Michael is a Managing Director at Churchill, responsible for sourcing, analyzing, executing and portfolio monitoring for the institution’s junior capital, equity co-investment, and middle market funds mandates. Previously, he was a Principal on the Private Equity and Junior Capital team for Churchill’s parent company, Nuveen. Michael has over five years of alternative asset investment experience, having worked in several capacities investing in funds, junior capital and equity investments in middle market companies. Chiulli also has experience underwriting below investment grade fixed rate private placement investments. Prior to joining Nuveen, he held roles at Standard & Poor’s and KPMG.

    Michael graduated with an MBA from the S.C. Johnson Graduate School of Management at Cornell University and a B.S. in Accounting, Summa Cum Laude, from Fairfield University. He is a Chartered Financial Analyst and a Certified Public Accountant.

  • Ryan Greenough

    Analyst, Underwriting & Portfolio Management

    Ryan joined Churchill Asset Management in 2023 and currently serves as an Analyst in the underwriting and portfolio management group with two years of experience in leveraged finance. Previously, he was an Analyst on the Leveraged Finance Capital Markets team at Goldman Sachs focused on executing financings for non-investment grade companies.

    Ryan graduated from the University of Iowa, Tippie College of Business with a B.B.A. in Accounting, and a B.B.A. in Finance.

  • Raja Doddala

    Managing Director, Venture Capital & Growth Equity

    Raja serves as a Managing Director and leads our venture capital and growth equity strategies. Raja’s mandate includes investments in venture capital funds across stages and growth stage technology companies in fintech, enterprise tech, health tech, prop tech, blockchain, and climate tech sectors. Raja joined TIAA’s parent company in 2016 as Head of digital and fintech strategy for TIAA’s retirement business. In 2018, Raja founded TIAA’s strategic fintech venture capital program where he built a portfolio of top tier fintech and enterprise tech VC fund investments.

    Prior to his tenure at TIAA, Raja Spent 12 years at 7&I Holdings, the Japanese parent of 7-Eleven, the largest retailer in the world in terms of number of locations. At 7&I holdings, Raja started and grew several businesses at the intersection of retail, mobile and payments technologies. Raja founded 7-Ventures, a venture capital subsidiary of 7&I holdings that invests in technology and consumer goods start-ups.

    Raja holds an MBA from Southern Methodist University in Dallas TX and Masters in Computer Science from La Trobe University in Melbourne, Australia. Raja resides with his wife and 2 children in Dallas, Texas. Raja is an endurance athlete and enjoys road cycling.

  • Timothy Henning

    Analyst, Underwriting & Portfolio Management

    Tim joined Churchill Asset Management in 2024 and currently serves as an Analyst in underwriting and portfolio management. Prior to Churchill, Tim was a part of Wells Fargo’s Leveraged Underwriting team, focusing on credit analysis for sponsor-backed and corporate financing transactions.

    He graduated from the University of South Florida in 2021 with a B.S. in Finance.

  • Nick Lawler

    Managing Director, Head of Secondaries

    Nick serves as a Managing Director and Head of Secondaries on the Private Equity and Junior Capital team at Churchill Asset Management, based in Chicago. His responsibilities include oversight of origination, underwriting and portfolio management activities for secondary investments. Prior to joining Churchill in 2022, he spent 10 years at 50 South Capital Advisors, LLC, the alternative investment arm of Northern Trust Corporation, where he was a Senior Vice President and helped build and lead the firm’s secondaries business. Nick also served on 50 South Capital’s Diversity, Equity, and Inclusion Committee. Before joining 50 South Capital, he was a member of Northern Trust’s Global Opportunities in Leadership Development (“GOLD”) program on the Investments Track – Northern’s functional and management training program. Nick joined Northern Trust in 2008 and began his career in Wealth Management.

    Nick holds a B.A. in political science and minor in history from Boston College, where he was a member of the men’s varsity golf team, competing in the Atlantic Coast Conference.

  • David McManama

    Managing Director, Junior Capital & Private Equity Solutions

    David is a Managing Director on the Private Equity and Junior Capital team for Churchill Asset Management, which he joined via Nuveen in 2014.  As part of the PEJC team, David is focused on sourcing and executing junior capital investments, equity co-investments, and investments in private equity funds.  Previously, David spent four years as an Associate in the Industrial Investment Banking Group of KeyBanc Capital Markets, where he focused on executing middle market mergers and acquisitions transactions.  Prior to KeyBanc, he was an Associate at Gulf Stream Asset Management, a CLO with approximately $4.0 billion under management, where he was responsible for underwriting new credit investments.

    David holds a Bachelor’s degree in Economics from Davidson College and a Master’s degree in Management from Wake Forest University.

  • Dodson Worthington

    Managing Director, Junior Capital & Private Equity Solutions

    Dodson serves as a Managing Director on the Private Equity and Junior Capital team for Churchill Asset Management. He is responsible for sourcing, executing, and monitoring investments in private equity funds, as well as direct equity and debt investments in middle market companies. Prior to joining the firm in 2014, Dodson worked in the Leveraged Finance group at Wells Fargo Securities, where he provided strategic capital solutions for companies across various industries. Dodson has over 11 years of experience in investment banking, private equity, and entrepreneurial finance, including positions at UBS Investment Bank, VO2 Partners, and Square 1 Financial.

    Dodson graduated with a Bachelor degree in History from Columbia University and an M.B.A from Columbia Business School.

  • Lucas Fries, CFA

    Principal, Junior Capital & Private Equity Solutions

    Lucas is a Principal on the Private Equity and Junior Capital team for Churchill Asset Management. Lucas is focused on sourcing, underwriting, executing and monitoring private equity investments across direct equity co-investments, junior capital investments and private equity fund commitments. Prior to joining the team in 2017, he was an Associate on Nuveen’s real asset private equity team focused on North American infrastructure and energy investments. Lucas began his career at TIAA’s Private Markets division, holding investment roles in TIAA’s alternatives strategies including investment grade private placements, project finance, and energy and infrastructure private equity.

    Lucas graduated with a Bachelor degree in Business Administration from the Kenan Flagler Business School at the University of North Carolina at Chapel Hill. He is a CFA charter holder and a member of the CFA Institute.

  • Andrew Topping

    Principal, Secondaries

    Andrew serves as a Principal of Secondaries on the Private Equity and Junior Capital team for Churchill Asset Management. His role includes originating and underwriting transactions, and performing portfolio management activities for secondary investments. Prior to transitioning to Secondaries in 2023, Andrew spent over four years with Churchill focused on private equity fund commitments, mezzanine finance, and direct equity co-investments. Andrew has over nine years of experience in middle market private equity. Prior to joining Churchill Asset Management, he was an associate at Copeley Capital, a Charlotte-based lower middle market private equity firm. Andrew began his career in accounting performing transaction advisory services and accounting due diligence for middle market private equity transactions.

    Andrew graduated from The College of William and Mary with a Masters in Accounting and a Bachelor of Business Administration in Finance.

  • Patrick Anderson, CFA, CPA

    Vice President, Junior Capital & Private Equity Solutions

    Pat is a Vice President on the Private Equity and Junior Capital team at Churchill Asset Management. He is responsible for sourcing, underwriting, and executing venture capital/growth equity fund commitments and equity co-investments, including portfolio construction and management.

    Previously, Pat joined Churchill’s parent organization, TIAA, in the Corporate Strategy & Development group. His responsibilities included Corporate Venture Capital investing, management consulting, M&A, and restructuring. Before TIAA, Pat was a Senior Manager at PwC, advising companies on capital raising, securitization transactions, and technology engagements.

    Pat graduated with an MBA from Columbia University and earned an MS in Tax and a BS in Accounting/Economics from the State University of New York at Albany and Siena College, respectively. Pat is a CFA charter holder and licensed CPA. He is a member of both the CFA Society of New York and AICPA. Pat resides with his wife and dog in New York and enjoys traveling.

  • Erica Cunningham

    Vice President, Junior Capital & Private Equity Solutions

    Erica serves as a Vice President on the private equity and junior capital team for Churchill Asset Management. Erica is focused on sourcing, underwriting, executing and monitoring investments in junior capital, equity co-investments and private equity funds. She joined Churchill’s parent organization, TIAA and subsequently Nuveen, in 2014. She has held multiple investment roles across TIAA’s alternatives strategies, including experience on the real asset infrastructure and energy private equity team and the middle market private equity and junior capital team. Erica started her career in the Structured Finance group at Deutsche Bank, where she focused on investments in mortgage-backed securities.

    Erica graduated with dual Bachelor degrees in Engineering Science and Economics from Vanderbilt University and has an M.B.A. from the Fuqua School of Business at Duke University.

  • Tyler Bullen

    Vice President, Secondaries

    Tyler is a Vice President of Secondaries on the Private Equity and Junior Capital team at Churchill Asset Management, based in Chicago. He is responsible for sourcing, evaluating, and executing secondaries opportunities in addition to investor relations and portfolio management activities.

    Prior to joining Churchill in 2024, Tyler spent over 6 years at Baird where he was a Vice President in the Investment Banking Division focused on Technology and Business Services sectors. At Baird, Tyler specialized in mergers and acquisitions and equity offerings. Prior to joining Baird, Tyler was as a Private Equity Analyst at 50 South Capital, Northern Trust’s alternative investments arm. Before joining 50 South Capital, he was a member of Northern Trust’s Rotational Development Program, completing rotations in Equity Research, Investment Strategy, Wealth Management and Private Equity.

    Tyler received his B.B.A. in Economics and Finance from The University of Iowa.

  • Tyler Donofrio

    Vice President, Junior Capital & Private Equity Solutions

    Tyler joined Churchill Asset Management in 2017 and currently serves as a Vice President on the Private Equity and Junior Capital team. Tyler is focused on sourcing, underwriting, executing, and monitoring investments in junior capital, equity co-investments and private equity funds. Previously, he was a Senior Associate on the Senior Lending Underwriting and Portfolio Management group. Prior to joining Churchill, he was an Analyst with Hancock Capital Management, a financial services institution focused on providing mezzanine debt and equity co-investments to middle-market, private equity-backed companies.

    Tyler graduated from Boston College, Carroll School of Management with a B.S. in Management, with concentrations in Finance and Accounting and received an M.B.A, with honors, with concentrations in Finance and Economics from the University of Chicago Booth School of Business.

  • Adam Froendt

    Vice President, Junior Capital & Private Equity Solutions

    Adam joined the Private Equity and Junior Capital team in 2019, where he is actively involved in sourcing and executing investments in junior capital and equity co-investments, as well as investments in private equity funds. He has over two years of alternative asset management experience. Prior to his current role, Adam was an Analyst in the Private Markets group for Churchill’s parent company, Nuveen, where he worked on the Private Equity and Junior Capital and Private Placements teams.

    Adam graduated from The University of Nebraska–Lincoln with a B.S. in Finance, Economics, and Management.

  • Connor Gay

    Vice President, Secondaries

    Connor joined Churchill Asset Management’s Private Equity and Junior Capital group in 2020 with over two years of experience in middle market finance. Previously, he was an investment banking analyst in the Technology, Media & Telecommunications Group at Regions Securities, where he worked on syndicated finance and M&A transactions.

    Connor graduated from the University of Georgia in 2017 with a B.A. in Economics and a B.S. in Mathematics.

  • Brandon Jordi

    Vice President, Junior Capital & Private Equity Solutions

    Brandon joined the Private Equity and Junior Capital team in 2018 and currently serves as a Vice President covering originations, underwriting, and portfolio management. Brandon has 4 years of middle market finance and investing experience. Previously, he was an investment banker in the Financial Institutions Group at SunTrust Robinson Humphrey, where he worked on a number of M&A, debt, and public equity transactions.

    Brandon graduated from the Robins School of Business at the University of Richmond with a B.S. in Business Administration with a concentration in Finance.

  • Brandon Ng

    Vice President, Junior Capital & Private Equity Solutions

    Brandon joined the Private Equity and Junior Capital team in 2020 and currently serves as a Vice President covering originations, underwriting, and portfolio management. He has three years of middle market finance experience. Previously, Brandon served as an investment banking analyst in the Corporate & Institutional Markets Group at Regions Securities, where he worked on syndicated finance and M&A transactions.

    Brandon graduated from Wake Forest University in 2015 with a B.A. in Economics.

  • Avery Ramsey

    Vice President, Junior Capital & Private Equity Solutions

    Avery joined Churchill Asset Management in 2020 and currently serves as a Vice President in the Private Equity and Junior Capital group, with five years of experience in financial services. Previously, Avery served as an Associate in the Leveraged Finance group at Morgan Stanley, where she worked on syndicated debt transactions.

    Avery graduated from Davidson College with a B.A. in Economics and from the University of Virginia’s McIntire School of Commerce with an M.S. in Commerce.

  • Tony Sorrentino, CFA

    Vice President, Secondaries

    Tony is a Vice President of Secondaries on the Private Equity and Junior Capital team for Churchill Asset Management, based in Chicago. He is responsible for sourcing, evaluating, and executing secondaries opportunities in addition to investor relations and portfolio management activities.

    Prior to joining Churchill Tony spent over six years at 50 South Capital where he was a Vice President of Secondaries and was responsible for sourcing, evaluating, and executing secondary investments and co-investments with buyout funds and participated in fundraising and portfolio management activities. Over his time at 50 South Capital Tony was involved in the deployment of over $1 billion in secondaries transactions including LP-led transactions, single- and multi-asset GP-led transactions, and preferred equity transactions.

    Tony graduated with a Bachelor of Science in Finance with High Honors from the University of Illinois at Urbana-Champaign and was one of six students in his graduating class to be recognized as a Stanley C. Golder Scholar. Tony is a CFA charter holder and a member of the CFA Institute and the CFA Society of Chicago.

  • Jay Valentine

    Vice President, Junior Capital & Private Equity Solutions

    Jay joined the Private Equity and Junior Capital team in 2018 and currently serves as a Vice President covering originations, underwriting, and portfolio management. Previously, he was an Associate at Nuveen Private Markets focused on a wide range of asset classes, including mezzanine finance, private equity funds & co-investments, distressed investments, and impact investments.

    Jay graduated from Bentley University with a B.S. in Corporate Finance & Accounting.

  • Davis Westbrook

    Vice President, Junior Capital & Private Equity Solutions

    Davis joined the Private Equity and Junior Capital team in 2018 and currently serves as a Vice President covering originations, underwriting, and portfolio management. He has more than 5 years of middle market finance experience. Previously, Davis served as an investment banking analyst in the Financial Services Group at Regions Securities, where he worked on syndicated finance and M&A transactions.

    Davis graduated from the University of North Carolina with a B.A. in Economics and Media & Journalism.

  • Connor Dunleavy

    Senior Associate, Junior Capital & Private Equity Solutions

    Connor joined the Private Equity and Junior Capital team in 2022 and currently serves as a Senior Associate covering originations, underwriting, and portfolio management. He has five years of middle market finance experience. Previously, Connor served as an investment banking associate in the Corporate & Institutional Markets Group at Regions Securities, where he worked on syndicated finance and M&A transactions.

    Connor graduated from the University of North Carolina at Chapel Hill in 2017 with a B.S. in Business Administration from the Kenan-Flagler Business School.

  • Adam Frank

    Senior Associate, Junior Capital & Private Equity Solutions

    Adam joined the Private Equity and Junior Capital team in 2022 and currently serves as a Senior Associate covering originations, underwriting, and portfolio management. Prior to his current role, Adam was a Director in FTI Consulting’s Restructuring Advisory practice where he advised companies, sponsors, and lenders through both in-court and out-of-court restructurings as well as other strategic finance matters. Previously, Adam was an Analyst within J.P. Morgan’s Investment Bank working with the Diversified Industries Leveraged Credit group where he underwrote leveraged finance transactions and monitored a portfolio of non-investment grade credits.

    Adam graduated from The George Washington University School of Business with a Bachelor of Business Administration in Finance.

  • Vince Pupi

    Senior Associate, Junior Capital & Private Equity Solutions

    Vince joined Churchill Asset Management in 2022 and currently serves as a Senior Associate in the Private Equity and Junior Capital group, where he is responsible for sourcing, executing and monitoring investments across mezzanine debt, equity co-investments and fund commitments. Prior to his current role, Vince was an Associate in Wells Fargo’s Corporate & Investment Banking – Technology, Media & Telecom group, focused on debt financing for M&A, recapitalizations, and other investment projects.

    Vince graduated from the University of North Carolina at Chapel Hill – Kenan-Flagler Business School in 2019 with a B.S. in Business Administration.

  • Fraser Hahn

    Associate, Junior Capital & Private Equity Solutions

    Fraser joined Churchill Asset Management in 2023 as an Associate in the Private Equity and Junior Capital group, where he is responsible for sourcing, executing and monitoring investments across mezzanine debt, equity co-investments and fund commitments. Previously, Fraser served as an Associate with Lazard Frères & Co. where he focused on pitching, securing and executing M&A advisory engagements across the Consumer, Food & Retail sectors. Prior to his time at Lazard Frères & Co., Fraser was an associate with Citizen Bank’s Aerospace, Defense & Government Services team where he advised on a variety of strategic alternatives including acquisitions and debt financings. Prior to Citizens Bank, Fraser was a senior consultant with Ernst & Young’s Risk Advisory group.

    Fraser graduated from Clemson University in 2016 with a B.S. in Finance.

     

     

     

  • Eliza Ike

    Associate, Junior Capital & Private Equity Solutions

    Eliza joined Churchill Asset Management in 2023 as an Associate in the Private Equity and Junior Capital group, where she is responsible for covering originations, underwriting, and portfolio management. Prior to joining Churchill, Eliza was an Associate at Salem Investment Partners where she was involved in deal execution and portfolio monitoring. Previously, Eliza was a Consultant at Clarkston Consulting, where she advised clients in the Consumer Products industry.

    Eliza graduated from the University of North Carolina at Chapel Hill – Kenan-Flagler Business School in 2018 with a B.S. in Business Administration.

  • Max Schulman

    Associate, Junior Capital & Private Equity Solutions

    Max joined Churchill Asset Management in 2022 and currently serves as an Associate in Junior Capital & Private Equity Solutions. Previously, he was a Manager at KPMG LLP, responsible for financial statement audits of public and non-public companies within the asset management industry. Max has expertise in developing valuation procedures over high risk and complex investment portfolios, including reviews of independent valuation models, methodology, assumptions, and related internal controls. He also has experience with BDC fund complexes.

    Max received a B.S. in Accounting from Miami University in 2016. He is a licensed Certified Public Accountant (CPA) in North Carolina and Illinois.

  • Chris Davis

    Managing Director, Business Development

    Chris serves as a Managing Director, Business Development for Churchill Asset Management. Chris works closely with both the Churchill and Arcmont teams, the U.S. and European asset management companies of Nuveen Private Capital, on product development and fundraising initiatives. In his role, Chris is exclusively focused on partnering with institutional investors across the U.S. West Coast and developing tailored private credit solutions to meet their needs.

    Prior to joining Nuveen Private Capital, Chris held senior fundraising positions at Barings and Allianz Global Investors.

    Chris received a B.A. in Economics from the University of Virginia, is a CFA Charterholder and member of the CFA Society of San Francisco.

  • Katherine Elmore-Jones

    Head of Private Equity Business Development, Europe, Nuveen Private Capital

    Katherine is a Partner and the Head of Private Equity Business Development, Europe for Nuveen Private Capital. On behalf of both Churchill and Arcmont, Nuveen Private Capital’s U.S. and European asset management companies, Katherine is focused on partnering with European institutional investors to develop tailored private equity solutions to meet their needs

    Prior to joining Churchill in 2024, Katherine was a Managing Director and Partner on the European investor relations team at The Carlyle Group. Prior to that, she was the Director of European Communications, responsible for public relations and internal communications across Europe for Carlyle.

    Katherine graduated from Oxford University with a M.A. and B.A. in Biological Sciences. She holds a full Investment Management Certificate.

  • Marc Gonyea, CFA

    Managing Director, Business Development

    Marc serves as a Managing Director, Business Development for Churchill Asset Management. Marc works closely with both the Churchill and Arcmont teams, the U.S. and European asset management companies of Nuveen Private Capital, on product development and fundraising initiatives. In his role, Marc exclusively focuses on partnering with institutional investors in the U.S. Midwest and developing tailored private credit solutions to meet their needs.

    Before joining Churchill, Marc was at Sycamore Tree Capital Partners, an alternative fixed income firm founded in 2020. Prior to Sycamore Tree, Marc was a senior member of the fundraising teams at Alcentra and Benefit Street Partners. Over his career, Marc has also held senior roles at Och-Ziff Capital Management, Blackstone, and Goldman Sachs Asset Management.

    Marc received a B.S. in Business Administration from the University of New Hampshire and is a CFA Charterholder.

  • Alona Tolentino Gornick

    Managing Director, Senior Investment Strategist and Co-Head of Chicago Office

    Alona Gornick serves as a Managing Director, Senior Investment Strategist, and Co-Head of the Chicago Office for Churchill Asset Management. In her role, Alona provides meaningful investment insights across the private capital spectrum to the investment community, with a particular emphasis on the Private Wealth and Retail channel. She works closely with Nuveen’s global distribution team to deepen relationships with and educate Churchill’s investors and partners.

    Alona also serves as Co-Head of Churchill’s Diversity, Equity and Inclusion Council, where she collaborates on initiatives that prioritize inclusion and authenticity. Alona joined Churchill in 2017 as an Originator, developing relationships with leading private equity sponsors to source and structure high-quality deal flow for the platform.

    Prior to joining Churchill, Alona spent 14 years in various investment, capital markets and investor relations roles at leading organizations, including Nuveen (Churchill’s parent company), Golden Gate Capital, and Oaktree Capital Management. She began her career in investment banking in the Gaming & Leisure Group at Banc of America Securities.

    Alona earned her B.A. in Business Administration from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill and her M.B.A. from The Wharton School at the University of Pennsylvania.

  • Ross Abram

    Senior Analyst, Junior Capital & Private Equity Solutions

    Ross joined Churchill Asset Management in 2024 and currently serves as a Senior Analyst in the Private Equity and Junior Capital group, where he is responsible for sourcing, executing, and monitoring investments across mezzanine debt, equity co-investments, and fund commitments. Prior to his current role, Ross was an Analyst within Wells Fargo’s Leveraged Underwriting Investment Banking group, where he underwrote sponsor-backed and corporate leveraged finance transactions, including LBOs, strategic acquisitions, and recapitalizations.

    Ross graduated summa cum laude from the University of Minnesota – Twin Cities with a B.S. in Economics and a B.A. in Spanish & Portuguese Studies.

  • Andrew DiCandilo

    Senior Analyst, Junior Capital & Private Equity Solutions

    Andrew joined Churchill Asset Management in 2023 as a Senior Analyst in the Private Equity and Junior Capital group, where he is responsible for sourcing, executing and monitoring investments across junior capital, equity co-investments and fund commitments. Prior to his current role, Andrew was an Analyst within Wells Fargo’s Leveraged Underwriting Investment Banking group, focused on debt financing for M&A and other investment projects.

    Andrew graduated from the University of California, Berkeley – Haas School of Business in 2021 with a B.S. in Business Administration.

  • Meredith Chu McDonald

    Managing Director, Senior Investment Strategist, Junior Capital & Private Equity Solutions

    Meredith Chu serves as Managing Director – Senior Investment Strategist for Churchill’s global private equity business, focusing on providing a best-in-class investor experience for Churchill’s global limited partners. In her current role, she spearheads investor relations and business development for Churchill’s private equity strategies, where Churchill has committed $15.9 billion to middle market GPs. Meredith works closely with Nuveen’s global distribution team to deliver effective solutions to limited partners.

    Prior to joining Churchill in 2022, Meredith spent 11 years at The Carlyle Group as a Product Specialist, where she led the project management of 20+ global capital raises for Carlyle’s private equity and AlpInvest solutions strategies across a diverse range of products. Key highlights include: Carlyle’s flagship U.S. buyout fund (the largest North American private equity fundraising in the industry at the time); Carlyle’s first one-and-done fundraising; and multiple fundraises that were achieved at the hard caps.

    Meredith graduated from Rice University with a B.A. in Sociology and Managerial Studies. She currently holds her Series 7, 24, and 63 licenses.

  • Gene Miao

    Managing Director, Senior Investment Strategist, Senior Lending

    Gene joined Churchill Asset Management in 2020 as Senior Investment Strategist, with over 30 years of financial services industry experience in leading strategic initiatives, investment and portfolio management, fund formation, and product development.  Gene works closely with Nuveen’s global distribution team to deepen Churchill’s relationships with and develop creative solutions to meet the unique needs of investors around the world.

    Gene served in numerous leadership positions in investing, origination, and product development at numerous firms.  Gene began his career at Morgan Stanley, where he worked in the investment banking department and was a founding member of the High Yield Group.  He joined Merrill Lynch as a Managing Director in the investment banking department, focusing on working with private equity and alternative asset managers as well as serving on the both the equity and debt commitment committees.

    Prior to joining Churchill, Gene served as the Chief Investment Strategist of KCAP Financial (Kohlberg Credit) and led the $1 billion alternative asset business at Emigrant Bank.  Previously, Gene oversaw the origination, structuring, and ongoing management of subordinated debt and structured equity investments at Highland Capital.  At Highland, he was also responsible for the planning and execution of new funds and the development of new products, as well as served on a number of investment committees.

    Gene earned an A.B., cum laude with honors, from Harvard College and received an M.B.A. from the Harvard Graduate School of Business Administration.

  • Laura Stolfi

    Managing Director, Senior Investment Strategist

    Laura serves as a Managing Director, Senior Investment Strategist for Churchill Asset Management. In her role, Laura provides meaningful investment insights across the private capital spectrum to the investment community, with a particular emphasis on the Private Wealth and Retail channel. She works closely with Nuveen’s global distribution team to deepen relationships with and educate Churchill’s investors and partners.

    From 2014 to 2021, she worked for Invesco’s Global Private Credit platform where she supported new business development and institutional client communications, shaping investor messaging and business strategy globally. Previously, Laura worked in corporate finance and investor relations at CIFC Asset Management where she supported marketing efforts and was responsible for financial projections on behalf of their private equity owners. Prior to CIFC, she was an associate at Goldman Sachs, where she worked in the firm’s investment management finance division focused on credit strategies. Laura began her career at Deloitte & Touche. She entered the investment management industry in 2003.

    Laura graduated with both a B.S. in Business with a major in Accounting and an M.S. in Accounting from the University of Connecticut. She is a Certified Public Accountant (inactive) and holds the FINRA Series 7 and Series 66 registrations.

  • Robert Paun

    Managing Director, Head of Investor Relations Retail & Wealth

    Robert is a Managing Director, Head of Investor Relations, Retail & Wealth with over 20 years of financial services experience. Robert leads the investor relations strategy, management and execution of the Firm’s regulated funds, while focusing on growing Churchill’s private wealth offerings and expanding access to its middle market private capital platform.

    Prior to joining the firm, Robert served as the Head of Investor Relations at FS Investments, where he was instrumental in launching and building the equity and debt investor relations programs for their publicly traded business development companies. Before that, Robert held roles in corporate development, investor relations and equity research at Affinion Group and Sidoti & Company. He began his career at Merrill Lynch.

    Robert received a B.S. in Business Administration from Bucknell University.

     

     

  • Jessica Tannenbaum

    Managing Director, Head of Marketing and Communications

    Jessica joined Churchill Asset Management in 2018 and currently serves as Managing Director, Head of Marketing and Communications. She is responsible for the development and oversight of the firm’s marketing, events, communications and public relations strategy and activities.

    Previously, Jessica was Senior Vice President, Head of Marketing at Fifth Street Asset Management, a credit-focused asset management firm. She began her career on the investment team and subsequently served in a Business Development role at Fifth Street.

    Jessica received her B.B.A. from Emory University’s Goizueta Business School with concentrations in Finance and Marketing.

  • Matthew Battle

    Principal, Investment Strategist

    Matthew Battle is a Principal, Investment Strategist at Churchill Asset Management. In this role, Matt is responsible for investor coverage and new capital formation across the firm’s private equity and private credit strategies including co-investment, secondaries, structured capital, and senior and junior lending. Matt works closely with Nuveen’s global distribution team to deepen and expand Churchill’s investor relationships.

    Prior to his current role, Matt spent two years as the Director of Private Equity Investor Relations at Black Diamond Capital Management. In this capacity, Matt was responsible for all aspects of Black Diamond’s private equity investor relations efforts.

    Prior to that, Matt spent nine years at The Carlyle Group focused on investor relations and fundraising activities in the United States. At Carlyle, Matt was actively involved in relationship management, product development, fund formation, and marketing strategy across the firm’s investment platform.

    Matt received his B.S. in Finance (Summa Cum Laude) from Fordham University’s Gabelli School of Business. He maintains Series 7 and 63 licenses.

  • Sherry Chen

    Principal, Head of Digital Marketing

    Sherry serves as a Principal and the Head of Digital Marketing at Churchill Asset Management, an affiliate of Nuveen. She joined the firm in 2015 and previously assisted in the creation of The Lead Left newsletter, Churchill Asset Management’s thought leadership publication reviewing deals and trends in the capital markets and uniquely focusing on the private capital space. Prior to joining the firm, she was a marketing manager at Finect, a financial technology startup that connects investors and investment professionals in a compliance platform. Sherry began working in the industry in 2013.

    Sherry graduated with a B.A. in Finance from the National Dong Hwa University in Taiwan and an M.B.A. with concentrations in Finance and Marketing Intelligence from the University of Connecticut School of Business.

  • Emily Manuel

    Principal, Investor Relations

    Emily Manuel joined Churchill Asset Management in 2021 and currently serves as Principal, Investor Relations.

    Previously, Emily was an Associate Vice President on the Investor Relations team at the Carlyle Group, a global investment firm. Emily has over 12 years of experience within the financial services industry, beginning her career at John Hancock Mutual Funds.

    Emily received her B.S. in Psychology from Tulane University.

  • Saheedat Onifade

    Principal, Investment Strategist, Junior Capital & Private Equity Solutions

    Saheedat is a Principal, Investment Strategist at Churchill Asset Management. In this role, Saheedat is responsible for investor coverage and new capital formation across the firm’s private equity and junior capital strategies including primary fund commitments, co-investments, secondaries and junior lending. Saheedat works closely with Nuveen’s global distribution team to deepen and expand Churchill’s investor relationships.

    Prior to joining Churchill in 2023, Saheedat worked at Nuveen, focusing on capital raising efforts across Nuveen’s $20bn+ global private equity platform including Churchill, Nuveen Impact private equity and Winslow growth equity.

    Prior to Nuveen, she worked at KKR & Co., within their investing and capital markets team across the U.S. and Europe. She started her career at Goldman Sachs, in their investment banking division covering Financial Institutions and Leveraged Finance companies.

    Saheedat graduated with honors from the Terry College of Business at the University of Georgia with a B.S. in Business Administration, majoring in Banking & Finance. She currently holds her FINRA Series 7, 79 and 66 licenses.

  • Sofia Azar

    Vice President, Investor Relations

    Sofia Azar is a Vice President, Investor Relations at Churchill Asset Management.

    Prior to joining Churchill in 2023, Sofia was a Client Relations Manager at Mandatum Asset Management, a Nordic asset management company. Before that, she was a Senior Product Specialist at the Carlyle Group, focused on fundraising and investor relations for Carlyle’s private equity funds and AlpInvest’s private equity solutions strategies. Sofia has over 10 years of experience in the financial services industry.

    Sofia received her B.A. in Art History from Davidson College.

  • Chloe Chung

    Vice President, Investor Relations

    Chloe Chung joined Churchill Asset Management in 2024 and serves as a Vice President on the Investor Relations team. Prior to joining the firm, Chloe was a vice president on the Investor Relations team within Infrastructure Investments Group at JP Morgan Asset Management. Before that, she worked as a specialist at IFM Investors within the Client Service team. Chloe has over 12 years of experience within the financial services industry.

    Chloe graduated with a B.B.A. in Finance from Baruch College, CUNY .

  • Sunny Huang, CFA, CPA

    Vice President, Product Development

    Sunny joined Churchill Asset Management in 2019 as a Senior Associate focusing on Analytics and Product Development. Previously, she was an Analyst in the Structured Finance Advisory Practice of Ernst & Young LLP, focused on CLO cash flow and portfolio constraint modeling and analyses.

    Sunny graduated cum laude from Tulane University, A.B. Freeman School of Business with a B.S.M. in Finance and Economics and a Master of Accounting. She is a CFA Charterholder and a Certified Public Accountant.

  • Samantha Rapaport

    Vice President, Product Development & Investor Relations

    Samantha joined Churchill Asset Management in 2021 and currently serves as a Vice President in the Investor Relations team. Previously, she was a Senior Analyst in the Structured Finance Consulting Services team of Ernst & Young LLP, focused on CLO cash flow modeling and regulatory due diligence.

    Samantha graduated magna cum laude from Tulane University with a dual degree from the A.B. Freeman School of Business with a B.S.M. in Finance and Legal Studies in Business and from the School of Science and Engineering with a B.S. in Psychology.

  • Matthew Ricotta

    Vice President, Investor Relations

    Matt is a Vice President in the Investor Solutions Group at Churchill Asset Management focused on institutional investor relations, business development and fundraising activity across Churchill’s private credit strategies.

    Prior to joining Churchill in 2019, Matt worked at Morgan Stanley Investment Management in the Private Markets group, where he worked with the real estate and infrastructure private equity businesses to manage relationships with global institutional investors.  Matt began his career at Morgan Stanley in 2016 in the full-time analyst rotational program.

    Matt graduated summa cum laude from the State University of New York at Buffalo School of Management with a B.S. in Business Administration, with concentrations in Finance and International Business.

  • Katie Travers

    Vice President, Investor Relations

    Katie joined Churchill Asset Management in 2021. She currently serves as Vice President, Investor Relations and is responsible for managing Churchill’s Request for Proposal (RFP) process.

    Previously, Katie was an Associate Vice President on the Global Client Relations team at Nuveen and TIAA, supporting the broader private asset classes in the capacity of writing RFPs.  Katie has nearly 15 years of experience in the financial services industry, beginning in real estate investment consulting.

    Katie received her B.A. in Communications and Masters in Communications Management from John Carroll University.

  • Robert Wingel

    Vice President, Investor Solutions Group

    Rob is a Vice President on the Investor Solutions Group focusing on institutional investor relations, business development and fundraising activity across Churchill’s private credit strategies.

    Prior to joining Churchill in 2024, Rob was a Product Specialist at Alcentra/Benefit Street Partners covering European private credit. Before that, he worked at J.P. Morgan Asset Management, with roles across client service and business management. Rob has over 12 years of experience in the financial services industry.

    Rob graduated from The Pennsylvania State University, Smeal College of Business with a B.S. in Finance. He also received an International Business degree from Temple Rome.

  • Meaghan Fortney

    Senior Associate, Marketing and Communications

    Meaghan joined Churchill in 2024 and currently serves as a Senior Associate on the Marketing and Communications team. Previously, Meaghan was a Senior Associate on the Communications team at TPG Angelo Gordon, an alternative asset management firm.

    Meaghan graduated summa cum laude from The University of Alabama with a B.A. in International Affairs & Analytics and minors in Public Relations and Spanish.

  • Raja Amara

    Associate, Investor Relations

    Raja joined Churchill Asset Management in 2023 as an Associate on the Investor Relations team with over four years of experience in the financial services industry. Previously, Raja was an Associate on the Investor Relations team at Sun Capital Partners, a global private equity firm.

    Raja graduated from Carnegie Mellon University, Tepper School of Business with a B.S. in Business Administration, with a concentration in Finance and an Economics minor.

  • Emma Duff

    Associate, Investor Relations

    Emma joined Churchill Asset Management in 2024 and currently serves as an Associate, Investor Relations and assists in Churchill’s Request for Proposal (RFP) process.

    Previously, Emma was an Associate on the Client Service team at Boston Partners Global Investors, working with Institutional clients in the public equities space. Prior to this, she served as a writer on their RFP team. Emma has nearly 7 years of experience in the financial services industry.

    Emma graduated from Providence College with a B.A. in American Studies and a minor in English.

  • Tyler Reeves

    Associate, Investor Relations

    Tyler joined Churchill Asset Management in 2022 and currently serves as an Associate on the Investor Relations team. Previously, Tyler worked as a Senior Analyst at StepStone Group, where he focused on fundraising and investor relations for the firm’s venture capital business.

    Tyler graduated from Hood College in 2018 with a Bachelor of Arts in Finance. He is a CAIA level two candidate and has held the FINRA Series 7 and 63 licenses.

  • Evan Velleca, CFA

    Associate, Investor Relations

    Evan joined Churchill Asset Management in 2021 and currently serves as an Associate on the Investor Relations team. Previously, he was an Analyst at CrossBay Capital Partners, a private capital placement agent, where he focused on product diligence and supporting the distribution of alternative investment strategies to institutional investors.

    Evan graduated summa cum laude from Sacred Heart University in 2019 with a B.S. in Finance and Business Economics. He is a CFA charterholder and a CAIA charterholder.

  • Michael Secchiaroli

    Associate, Investor Relations

    Michael joined Churchill Asset Management in 2024 and currently serves as an Associate on the Investor Relations team. Previously, Michael worked at Oak Hill Advisors, L.P. where he focused on private fund formation, fundraising, and product development matters. Michael started his career at Cleary Gottlieb where he was a paralegal in the firm’s corporate transactions practice.

    Michael graduated cum laude from Union College with a B.A. in Political Science and a Philosophy minor.

  • Katie Zwetolitz

    Associate, Investor Relations

    Katie joined Churchill Asset Management in 2022 and currently serves as an Associate on the Investor Relations team. Previously, she worked at Bank of America for four years in Leveraged Finance, Special Assets, and Valuations.

    Katie graduated from the University of Virginia in 2018 and received a B.S. from the McIntire School of Commerce with concentrations in Finance and Marketing.

  • Katie Cutrone

    Senior Analyst, Investor Relations

    Katie joined Churchill Asset Management in 2022 and currently serves as an Investor Relations Senior Analyst. Previously, Katie was a Mergers and Acquisitions Analyst at Rabobank, where she covered the Food and Agriculture sectors.

    Katie graduated magna cum laude from Cornell University with a B.S. in Applied Economics and Management and a concentration in Finance from the Charles H. Dyson School.

  • Ava Diggins

    Analyst, Registered Products

    Ava is an Analyst in the Retail and Wealth channel of the Investor Solutions Group, focused on Registered Products (BDCs), including Nuveen Churchill Private Capital Income Fund (PCAP) and Nuveen Churchill Direct Lending Corp (NCDL). Ava is involved with the inception, product development, strategy, and investor relations for all Registered Products Churchill has and will offer.

    Previously, she served as an Investment Banking Analyst at Stifel Financial in the Global Technology Group, focused on upper-middle market M&A transactions within the Software, Digital Media, AI, AdTech, MarTech, eCommerce, and Internet verticals.

     Ava graduated with a B.A. in Finance from Michigan State University while also competing in Division I Women’s Soccer throughout her time at MSU.

  • Phil Beissner

    Managing Director, Management Company Controller

    Philip joined Churchill Asset Management in 2021 and currently serves as Managing Director, Management Company Controller with over fifteen years of accounting and finance experience. Prior to joining Churchill, he was the corporate controller at Eagle Point Credit Management LLC where he was directly involved with the enhancement of its accounting and financial reporting infrastructure. Earlier in his career, Philip also worked at W. P. Carey Inc. as vice president of financial reporting. Philip began his career in public accounting at Marcum LLP where he was responsible for financial statement audits of SEC filing clients.

    Philip received both a B.S. and M.S. in Accounting from St. John’s University and is a Certified Public Accountant in the State of New York. He has passed all three levels of the CFA exam.

  • Ben Love, CFA

    Managing Director, Head of Fund Finance

    Ben joined Churchill in February 2022 as a Managing Director, Head of Fund Finance. He is responsible for the development of the Firm’s leverage strategy as well as the sourcing, execution and monitoring of financing arrangements across the platform. Ben focuses on all forms of bilateral and syndicated lending facilities, as well as public and private debt solutions, including collateralized loan obligations (“CLOs”).

    Previously, Ben worked as a director within Wells Fargo’s investment bank serving as a structured finance specialist. He was responsible for relationship origination and management, as well as leading the structuring and execution of CLO transactions and various types of lending facilities. He began his career in Wells Fargo’s sales and trading division, working as an analyst on a fixed income sales desk.

    Ben graduated with a B.B.A from Roanoke College and received an M.B.A from Queens University of Charlotte. He is a CFA charterholder.

  • Matt McNamara

    Principal, Head of Tax

    Matt joined Churchill in 2024 and currently serves as Principal, Head of Tax. Previously, he was Tax Director, TIAA/Nuveen responsible for the tax function of Nuveen’s third-party fund asset managers, including Churchill. Prior to joining TIAA/Nuveen Matt spent much of his career with Ernst & Young, LLP’s financial services office where he provided tax compliance and consulting services to a variety of hedge and private equity clients in both the Chicago and Charlotte markets.

    Matt graduated from the University of Illinois Urbana-Champaign where he obtained his B.S. in Accountancy. He also holds a Masters in Taxation from Northern Illinois University. Matt maintains his Enrolled Agent (EA) Credential through the Internal Revenue Service.

  • Sydney Nyajeka

    Principal, Finance

    Sydney joined Churchill Asset Management in 2021 and currently serves as a Principal in Finance with eleven years of financial services experience. Previously, he was a senior manager in PwC’s Asset and Wealth Management Practice, responsible for planning and executing financial statement audits of Direct Lending Private Credit Funds, Business Development Companies, Private Equity Funds and Hedge Funds.

    Sydney received his B.S in Accounting and Postgraduates in Advanced Accounting and Applied Accounting from the University of South Africa. He is a Chartered Accountant with the Institute of Chartered Accountants of Zimbabwe and is a member of the Chartered Accountants Worldwide (CAW) network.

  • Gareth Wall

    Principal, Finance

    Gareth joined Churchill Asset Management in 2020 and currently serves as a Principal in Finance. Previously, Gareth was a senior manager in the Wealth and Asset Management Practice at Ernst & Young LLP, responsible for planning, coordinating and executing financial statement audits and other business advisory engagement services for public and private clients within the financial services industry.

    Gareth received his B.S in Actuarial Science from Heriot-Watt University, is a Chartered Accountant with the Institute of Chartered Accountants of Scotland and is also a Certified Public Accountant in the State of New York.

  • Matt Richards

    Principal, Finance

    Matt is a Principal at Churchill and member of the firm’s Finance team. Prior to joining Churchill in 2024, he was a Director at UBS Asset Management, where he supported accounting and operations for the O’Connor Capital Solutions group. Matt began his career at Ernst & Young LLP, where he was a Manager in the Wealth and Asset Management practice.

    Matt graduated from Villanova University with a B.S. in Accountancy and is a Certified Public Accountant in the State of New York.

  • Joe Durkin

    Vice President, Finance

    Joe joined Churchill Asset Management in 2019 and currently serves as a Vice President in Finance and Accounting. Previously, he was a manager in the Wealth and Asset Management Practice at Ernst & Young LLP, responsible for financial statement audits of Hedge Funds, Private Equity Funds, and Business Development Companies. Joe also has experience in testing internal controls over financial reporting, as required by section 404(b) of the Sarbanes-Oxley Act for publicly traded companies.

    Joe received both a B.S and M.S. in Accounting from Fordham University and is a Certified Public Accountant in the State of New York.

  • Lauren Hopson

    Vice President, Finance

    Lauren joined Churchill Asset Management in 2022 and currently serves as a Vice President in Finance. Previously, Lauren was a Senior Fund Accountant at Warburg Pincus, responsible for the preparation of quarterly and annual financial statements of Private Equity Funds. Before Warburg, Lauren worked at Ernst & Young LLP in the Wealth and Asset Management Practice where she was responsible for the planning and execution of financial statement audits of Private Equity Funds.

    Lauren received both a B.S. in Business Administration with a major in Accounting and an M.S. in Accounting from Southern Methodist University. Lauren is a Certified Public Accountant in the State of New York.

  • Jessica Medaglia

    Vice President, Finance

    Jessica joined Churchill Asset Management in 2021 and currently serves as a Vice President in Finance and Accounting. Previously, she was a Senior Fund Accountant at Siguler Guff & Company, LP, responsible for the preparation of annual and quarterly financial statements of Private Equity Funds and Credit Funds. Before Siguler Guff, she worked at Ernst & Young, LLP in the Wealth and Asset Management Practice where she was responsible for financial statement audits of Private Equity Funds, and Hedge Funds.

    Jessica received a B.B.A in Accounting from James Madison University, an M.B.A in Public Accounting from Iona College and is a Certified Public Accountant in the State of New York.

  • Kevin Oliver

    Vice President, Finance

    Kevin joined Churchill Asset Management in 2024 and currently serves as Vice President in Finance with over twenty years of accounts payable experience, primarily in the financial services industry. Previously, he was a Senior Accounts Payable Specialist at Warburg Pincus LLC, responsible for accounts payables for all foreign & domestic offices.

    Kevin received an AAS in Finance, minoring economics from the Borough of Manhattan Community College.

  • Gina Raspa

    Vice President, Assistant Controller, Finance

    Gina joined Churchill Asset Management in 2022 and currently serves as Vice President, Assistant Controller, Finance. Previously, she was the Assistant Controller at Sound Point Capital Management, responsible for the accounting and reporting of the management company. Earlier in her career, Gina worked at VanEck as a Senior Corporate Accountant and began her career in public accounting at Deloitte where she worked on financial statement audits for both SEC and non-SEC clients.

    Gina graduated from Quinnipiac University with a B.S. in both Accounting and Finance and is a Certified Public Accountant in the State of New Jersey.

  • Nicholas Tandoi

    Vice President, Finance

    Nick joined Churchill Asset Management in 2023 and currently serves as a Vice President in Finance and Accounting.  Previously, Nick was an Assistant Vice President at Oaktree Capital Management, LP where he was responsible for the fund accounting, reporting, and operations of Emerging Market Debt and Opportunity Funds. Prior to Oaktree, he was a Manager in the Wealth and Asset Management Practice at Ernst & Young LLP, responsible for the planning and execution of financial statement audits of Hedge Funds, Private Equity Funds, and Mutual Funds.

    Nick graduated from Fairfield University with a B.S. in Accounting. He also received a Masters in Accounting from Fairfield University. Nick is a Certified Public Accountant in the State of New York.

  • Brian Walsh

    Vice President, Finance

    Brian joined Churchill Asset Management in 2021 and currently serves as a Vice President in Finance. Previously, he was a senior in the Wealth and Asset Management Practice at Ernst & Young LLP, responsible for planning and executing financial statement audits of Hedge Funds, Private Equity Funds, and Business Development Companies.

    Brian received his B.S. in Accounting from Fordham University.

  • Ryan Wells

    Vice President, Finance

    Ryan joined Churchill Asset Management in 2021 and currently serves as a Vice President in Finance. Previously, he was a manager in the Wealth and Asset Management Practice at Ernst & Young LLP, responsible for financial statement audits of Hedge Funds, Mutual Funds, and Private Equity Funds.

    Ryan received his B.S. in Accounting and Finance from the University of Maryland and is a Certified Public Accountant in the State of New York.

  • Ryan Wydra

    Vice President, Fund Finance

    Ryan joined Churchill in May 2023 and currently serves as a Vice President within the Fund Finance vertical. He is responsible for assisting with the development of the Firm’s leverage strategy, including the sourcing, execution, and monitoring of financing arrangements across the platform. Ryan focuses on all forms of bilateral and syndicated lending facilities, as well as public and private debt solutions, including collateralized loan obligations (“CLOs”).

    Previously, Ryan worked as an associate within Wells Fargo’s Structured Products Group, focusing on Asset Backed Lines and CLOs. Ryan graduated with a B.S. in Business Administration with a second major in Economics from the University of North Carolina at Chapel Hill.

  • Karen Yu

    Vice President, Finance

    Karen joined Churchill Asset Management in 2024 and currently serves as a Vice President in Finance. Previously, she was a Vice President at Siguler Guff & Company, responsible for the accounting and reporting of multiple Private Equity Funds. Karen also worked at Sculptor Capital Management, supporting global trade operations and began her career in public accounting at EisnerAmper, specializing in financial statement audits of Private Equity Funds.

    Karen received both B.S. and M.S. in Accounting from Binghamton University and is a Certified Public Accountant in the State of New York.

  • Lily Xuan

    Vice President, Finance

    Lily joined Churchill Asset Management in 2022 and currently serves as Vice President in Finance with thirteen years of financial services experience. Previously, she was a Director in PwC’s Asset and Wealth Management Practice, responsible for planning and executing financial statement audits of Business Development Companies, Direct Lending Private Credit Funds, Private Equity Funds and Hedge Funds.

    Lily received her B.S. in Accounting from Baruch College, City University of New York. She is a certified public accountant in the state of New York.

  • Victoria Adinolfi

    Senior Associate, Finance

    Victoria joined Churchill Asset Management in 2022 and currently serves as a Senior Associate in Finance and Accounting. Previously, Victoria was a senior in PwC’s Asset and Wealth Management Practice, where she worked on financial statement audits for clients in the private equity, investment management, real estate, and insurance industries.

    Victoria graduated from the University of Miami and received both her B.S and M.S. in Accounting and has passed all four CPA examinations.

  • Thomas Brennan

    Senior Associate

    Thomas joined Churchill Asset Management in 2024 and currently serves as a Senior Associate in Finance and Accounting. Previously, he was an associate at Blackstone responsible for investment performance reporting, and the preparation of annual and quarterly financial statements of European credit funds. Thomas received a B.S. in Finance from The College of New Jersey.

  • Douglas Halpin

    Senior Associate, Finance

    Douglas joined Churchill Asset Management in 2022 and currently serves as a Senior Associate in Finance. Previously, Douglas was a Senior Associate in the Wealth and Asset Management practice at Ernst & Young LLP, responsible for planning, preparation, and review of financial statement audit and valuation services for the firm’s premier Private Equity clients.

    Douglas graduated from Villanova University in 2019 and received a B.B.A. in Finance and Accountancy.

  • Alithea Culmer Perry

    Senior Associate, Finance

    Alithea joined Churchill Asset Management in 2022 and currently serves as a Senior Associate in Finance. Previously, she was a manager in the Wealth and Asset Management Practice at Ernst & Young LLP, responsible for planning and executing financial statement audits of Hedge Funds and Private Equity Funds.

    Alithea received her B.S. and MBA in Accounting from Caldwell University and is a Certified Public Accountant in the State of New York.

  • Kristen Jesberger

    Senior Associate, Finance

    Kristen is a Senior Associate at Churchill and member of the Finance team. Prior to joining Churchill in 2024, she was a Senior Associate at Brookfield Properties where she worked on the consolidation and financial reporting of real estate assets. Kristen began her career in public accounting at PwC where she worked on financial statement audits for SEC clients.

    Kristen graduated from Pace University where she received both her B.B.A. and M.B.A. in Public Accounting. She is a Certified Public Accountant in the state of New York.

  • Susie Speakmaster

    Senior Associate, Finance

    Susie joined Churchill Asset Management in 2023 and currently serves as a Senior Associate in Finance. Previously, Susie was a Senior Fund Accountant at Schonfeld, responsible for monthly financial reporting and the annual financial statements of Hedge Funds. Before Schonfeld, Susie worked at Ernst & Young LLP in the Wealth and Asset Management practice where she was responsible for the planning and execution of financial statement audits of Hedge Funds and Private Equity Funds.

    Susie received a B.S. in Business Administration with a major in Accounting from Binghamton University. Susie is a Certified Public Accountant in the State of New York.

  • John Wein

    Senior Associate, Finance

    John joined Churchill Asset Management in 2021 and currently serves as a Senior Associate in Finance and Accounting. Previously, he was a Senior Associate in the Asset Management Practice at Cohn Reznick and KPMG, responsible for planning and executing financial statement audits of Private Equity Funds.

    John received both a B.S and M.S. in Accounting from Fairfield University.

  • Carol Qiao

    Associate, Finance

    Carol joined Churchill Asset Management in 2022 and currently serves as an Associate in Finance. Previously, she was a Senior in PwC’s Asset and Wealth Management Practice, responsible for planning and executing financial statement audits of Hedge Funds and Private Equity Funds.

    Carol received her B.S.B.A. in Accounting and Financial Management from Bucknell University. She is a Certified Public Accountant in the State of New York.

  • Steve Dobson

    Principal, Operations, Treasury

    Steve joined Churchill Asset Management in 2022 and currently serves as Principal, Treasury Operations.  He has over 20 years of industry experience and was previously at Anchorage Capital Group within Treasury Operations, responsible for managing the firms Liquidity, Cash and Collateral management.

    Prior to this he worked at Goldentree Asset Management and Deutsche Bank, where he managed various operations and middle office teams within Treasury, Foreign Exchange, and Project Management.

  • Luke Garriton

    Principal, Operations

    Luke joined Churchill Asset Management in 2019 and currently serves as a Principal in Operations. Previously, Luke was a Manager at PwC in the Financial Markets Practice. Luke was responsible for cash flow modeling, borrowing base testing, due diligence and collateral testing for CLOs and Direct Lending investment vehicles, as well as valuation of corporate debt, municipal debt and CLOs. He also worked to develop data visualization, analysis, and automation tools for client service and internal processes while at PwC.

    Luke graduated from Quinnipiac University with a B.A. in Psychology and received a Masters of Business Administration concentrating in Finance from Monmouth University.

  • Kevin McMillin

    Principal, Co-Head of Investment Infrastructure & Technology

    Kevin joined Churchill Asset Management in 2021 and currently serves as the Co-Head of Investment Infrastructure & Technology where he is focused on the management of data, new technology implementation across the platform, and leadership of the team.  Prior to the creation of the Investment Infrastructure & Technology team, Kevin was the Head of Investment Analytics & Support.

    Previously, Kevin was at Citadel LLC, responsible for tactical and strategic technology and data implementation across the global multi-strategy hedge fund and market making businesses. Prior to Citadel, he was a Manager on the Foreign Exchange business line at CME Group.

    Kevin earned his B.S. from the University of Illinois Urbana-Champaign and an M.B.A. from Loyola University Chicago Quinlan School of Business.

  • Chris Schultz

    Principal, Operations

    Chris joined Churchill Asset Management in 2021 and currently serves as a Principal in Operations. Prior to joining Churchill, Chris was a Director at Bain Capital. While at Bain, he was responsible for managing the trade settlement function across the Credit, Public Equity and Partnership Strategies business units. Chris began his career at State Street where he held various operational roles supporting the asset management, securities lending and custody lines of business.

    Chris received his B.A. in History from the College of the Holy Cross and his M.B.A. from Boston College.

  • Arjun Chhabra

    Vice President, Co-Head of Investment Infrastructure & Technology

    Arjun joined Churchill Asset Management in 2019 and currently serves as a Vice President, Co-Head of Investment Infrastructure & Technology. He has over eight years of experience in executing technology projects to streamline processes and provide operational scalability. Previously, Arjun was a Senior Business Analyst at Indus Valley Partners where he specialized in direct lending and credit investment funds.

    Arjun graduated from Cornell University in the Dual Degree Program with a B.S in Operations Research and Information Engineering and a B.A in Economics.

  • Michael St. Clair

    Vice President, Operations

    Mike joined Churchill Asset Management in 2020 and currently serves as a Vice President in Operations supporting the Junior Capital and Private Equity team. Previously, Mike held the position of Sr. Analyst in the Private Market Operations area at Nuveen, he was responsible for investment operations support for Private Debt and Private Equity portfolios.

    Mike is joining us from Churchill’s parent company Nuveen, where he has held various positions there such as securities lender, corporate actions, and Valuation.

    Mike received his Bachelor of Science Degree in Applied Mathematics from the City College of New York, also is the holder of Series 7 & 63 licenses.

  • Marina Elkinyuk

    Vice President, Operations

    Marina joined Churchill Asset Management in 2020 and currently serves as a Vice President in Operations. Previously, Marina was a Senior Associate at Guggenheim Partners, where she was responsible for trade settlement of broadly syndicated, primary, secondary, distressed, European, and direct lending deals, as well as reporting, cash monitoring, and corporate actions. Prior to that, Marina served as a Senior Associate at Lord Abbett and as a Senior Operations Analyst at Deutsche Bank.

    Marina graduated from Western Governors University with a B.S. in Business Management.

  • Andy Gilvey

    Vice President, Operations

    Andy joined Churchill in 2021 and currently serves as a Vice President in Operations. Previously, Andy was a Loan Operations Work Director at MUFG Union Bank where he was responsible for servicing Syndicated/Commercial loans as well as cash account monitoring and reconciliation. Prior to that, he worked as a Portfolio Administrator with U.S. Bank in their Corporate Trust division serving as trustee for collateral managers.

    Andy received his B.A in Interdisciplinary Studies with minors in Business Administration and Economics from Massachusetts College of Liberal Arts.

  • Michelle Idrees

    Vice President, Operations

    Michelle joined Churchill Asset Management in 2020 and currently serves as a Vice President in Operations. Previously, Michelle was a Manager at Prospect Capital, where she was responsible for credit facility management, as well as forecasting and managing treasury, liquidity, and debt. Michelle has also served as a Senior Associate at Grant Thornton, where she was focused on financial statement audits of hedge funds and fund of funds.

    Michelle received her B.S. in Business Administration from Stony Brook University and her Masters in Accountancy from Baruch College.

  • Joseph Piperato

    Vice President, Operations

    Joe joined Churchill Asset Management in January 2023 as a Vice President in Operations supporting the Junior Capital and Private Equity Team. Previously, Joe was a Senior Accountant at TIAA where he spent nearly two decades in the Investment Accounting Operations group. Joe began his career at JPMorgan.

    Joe received his Bachelor of Science degree in Business Administration from Saint Peter’s University.

  • Brian Thompson

    Vice President, Operations

    Brian joined Churchill Asset Management in 2021 and currently serves as a Vice President in Operations. Previously, Brian worked at Sumitomo Mitsui Trust Bank. In this capacity, his team served as Trustee for 20 structured finance deals and he was responsible for monitoring portfolio compliance for all vehicles, signing off on quarterly waterfall calculations and payments, and overseeing daily cash movement and account reconciliation.

    Brian graduated from Colgate University with a B.A. in Economics and a minor in Political Science

  • Zachary Zetlin

    Vice President, Operations

    Zachary joined Churchill Asset Management in 2022 and currently serves as Vice President of Operations. Prior to joining Churchill, Zachary worked at Alvarez and Marsal in the Restructuring group. Zachary was responsible for developing Thirteen-Week Cash Flow, Three Statement and Recovery models, as well as performing other ad-hoc analysis for companies.

    Zachary received his B.A. in Economics from Amherst College and his J.D. from Fordham University School of Law.

  • Graves Ganzert

    Senior Associate, Operations

    Graves joined Churchill Asset Management in 2022 and currently serves as a Senior Associate in Operations. Previously, Graves was a Loan Operations Work Director at MUFG Union Bank where his responsibilities included cash reconciliation and servicing Syndicated loans. Prior to that, he worked as a Senior Loan Operations Analyst for Credit Suisse in their Loan Agency division servicing a multibillion-dollar portfolio of Syndicated/Commercial loans.

    Graves graduated from the University of North Carolina at Chapel Hill in 2015 with a B.A in Economics and a minor in English.

  • Josh Guercio

    Senior Associate, Operations

    Josh joined Churchill Asset Management in 2021 and currently serves as a Senior Associate in Operations. Previously, Josh was a Senior Portfolio Administrator at U.S. Bank, he served as the trustee for Collateral Managers and was responsible for trade settlement of broadly syndicated, primary, secondary, and direct lending deals, as well as reconciling cash and reporting.  Prior to that, Josh served as a Junior Portfolio Administrator and Analyst at U.S. Bank.

    Josh graduated from the University of North Carolina in 2017 with a B.A. in Economics and a minor in Cognitive Science.

  • Patricia Harris

    Senior Associate, Operations

    Patricia joined Churchill Asset Management in 2023 and currently serves as Senior Associate, Fund Surveillance and Portfolio Compliance. Previously, Patricia was an Assistant Vice President at Anchorage Capital Group, where she was responsible for their CLO portfolio compliance, reporting, and platform management. Patricia also served as an Analyst at EY, where she focused on auditing CLOs for collateral managers.

    Patricia graduated cum laude from Louisiana State University with a B.S. in Finance and a minor in Political Science. She also received her Master of Business Administration, specializing in Finance, from Louisiana State University.

  • Jackson Wexler

    Senior Associate, Infrastructure & Technology

    Jackson Wexler joined Churchill Asset Management in 2021 as an Associate on the Investment Analytics and Support team and has over two years of experience in the financial services industry. He is focused on the development of the firm’s infrastructure with the goal of streamlining and automating reporting processes across the business.

    Previously, Jackson was a Technology Associate at Morgan Stanley, where he served as a Business and Data Analyst in the Global Banking Technology division. Within this role, Jackson leveraged data to automate reporting and develop analytical tools.

    Jackson graduated cum laude from the University of Florida’s Herbert Wertheim College of Engineering in 2019 with a Bachelor of Science in Computer Science.

  • Karen Yen

    Senior Associate, Infrastructure & Technology

    Karen joined Churchill Asset Management in 2018 as a Senior Associate, Data Analytics collaborating with all areas of the business to improve business decision and presentation. Previously, Karen was a Financial Modeling Intern at Churchill Asset Management working with origination and capital market team to build data models that meet teams’ demands.

    Karen earned her B.B.A. from National Central University in Taiwan, and an M.S. in Financial Risk Management from the University of Connecticut School of Business.

  • Morgan Blume

    Associate, Infrastructure & Technology

    Morgan Blume joined Churchill Asset Management in 2023 as an Associate on the Investment Infrastructure and Technology team. Previously, Morgan was a Data Analyst in the Chief Investment Office at Bank of America where she was responsible for building investment analytics tools and dashboards, and automating reporting. Prior to that she served as a Technology Analyst at Bank of America Private Bank.

    Morgan graduated from the Syracuse University College of Engineering and Computer Science in 2019 with a Bachelor of Science in Computer Science.

  • Olivia Chambers

    Associate, Fund Modeling

    Olivia joined Churchill Asset Management in 2024 and currently serves as an Associate, Fund Modeling. Previously, she was an Analyst within the Valuation and Opinions Group at Lincoln International, where she conducted multi-sector portfolio company valuations for various asset managers. Prior to Lincoln International, she was an Analyst at VMG Health on the Business Valuation and Transaction Advisory team.

    Olivia graduated magna cum laude from Texas Christian University with a B.B.A. in Finance and a minor in Creative Writing.

  • Nara Enkhsaikhan

    Associate, Operations

    Nara joined Churchill Asset Management in 2022 and currently serves as an Associate in Operations. Previously, Nara was a middle office Executive at Macquarie Capital within the Debt Capital Markets team, where she provided support to the business in the form of assisting and owning deal closing & funding obligations as well as loan administration.

    Nara graduated with a B.B.A. from Lehman College, CUNY and a minor in English.

  • Brent Chase

    Managing Director, Head of Workout

    Brent joined Churchill Asset Management in 2020 and currently serves as a Managing Director, Head of Workout in the risk management team.  Previously, he worked in a similar capacity for four years at Siemens Financial Services within the middle market commercial lending platform. Prior to that, Brent spent 15 years at GE Capital in various credit roles across the firm’s underwriting, distressed debt investment and workout teams, including both middle market and broadly syndicated transactions.  He began his career at PricewaterhouseCoopers, where he was a manager in audit & assurance services.

    Brent earned his B.S. in accounting from Penn State University and his M.B.A. from Northwestern University’s Kellogg School of Management. He is also a Certified Public Accountant in the State of Pennsylvania.

  • Caroline Wills

    Associate, Investment Infrastructure and Technology

    Caroline is an Associate within Churchill’s Investment Infrastructure and Technology team. In her role, she focuses on business analysis and system implementation. Prior to joining Churchill in 2024, she was a Senior Business Analyst at Allvue Systems, where she specialized in their public and private credit products.

    Caroline graduated magna cum laude from the Wharton School of the University of Pennsylvania with a Bachelor of Science in Economics, specializing in Business Analytics.

  • Owen Donnelly

    Senior Analyst, Infrastructure & Technology

    Owen Donnelly joined Churchill Asset Management in 2023 as a Senior Analyst on the Investment Infrastructure and Technology team. He is focused on the development of the firm’s infrastructure with the goal of streamlining and automating reporting processes across the business.

    Previously he worked for over two years at PwC as a Technology Consultant strategizing and implementing technology solutions for Private Equity firms and Hedge Funds. A few of these efforts included data pipeline development, FP&A dashboarding, GP accounting system implementation, and target operating model assessment.

    Owen graduated cum laude from the University of Notre Dame’s Mendoza College of Business in 2021 with a B.A. in Business Analytics and a supplementary major in Applied Computational Math and Statistics.

  • Mickey Weatherston

    Managing Director, Head of Responsible Investing

    Mickey is the Head of Responsible Investing for Churchill Asset Management, an investment specialist of Nuveen.

    Prior to joining the firm, Mickey was the director of marketing and client service at Muzinich & Co., where he was responsible for ESG integration for the company’s public and private debt strategies. Before that, he worked as a vice president for AQR Capital Management and spent 12 years as an executive director for UBS Investment Bank. Mickey began his career at Goldman Sachs and received his BS in finance from the University of Maryland. He holds the FINRA Series 7, 24, and 63 licenses and the CFA Institute Certificate in ESG Investing.

  • Matthew Cianella

    Principal, Portfolio Management

    Matthew serves as a Principal on the Private Equity and Junior Capital team within Churchill Asset Management, where he focuses primarily on portfolio management. Matthew has over 15 years of investment experience and is actively involved in the day to day management of the Team’s private equity and junior capital mandates, portfolios, and associated vehicles. He joined Churchill’s parent Company in 2005, and has held various positions within the Institution’s Private Equity and Junior Capital, Leveraged Lending, Debt Private Placements, and Treasury groups.

    Matthew graduated cum laude from The University of North Carolina at Charlotte, where he earned a Bachelor of Science in Business Administration degree with a concentration in Finance.

  • Preston Kafka

    Principal, Valuation Specialist

    Preston joined Churchill Asset Management in 2021 and currently serves as Principal, Valuations Specialist. Previously, he was a Vice President in the Asset Management Division at Goldman Sachs, responsible for managing the quarterly valuation process for private investments within the BDC fund complex. Prior to Goldman Sachs, he was a real estate loan underwriter at FACo, a Blackstone company. Preston has expertise in valuation techniques used to mark-to-market investments, developing financial models, and risk assessment. Preston also has experience in financial reporting and portfolio metric calculation.

    Preston received a B.S. in Economics from Vanderbilt University in 2011 and a M.S. in Accounting from Wake Forest University in 2012. Preston is a CFA charterholder and licensed CPA.

  • Gordon MacDonald, CFA

    Senior Analyst, Infrastructure & Technology

    Gordon MacDonald joined Churchill Asset Management in 2023 and currently serves as a Senior Analyst on the Investment Infrastructure and Technology team. Previously, he was at Deloitte in their Digital Forensics and Technology Group focusing on fraud and financial crime investigations.

    Gordon graduated from the University of Georgia in 2021 with a B.B.A in Risk Management & Insurance, an Actuarial Science Certificate, and a minor in Classical Culture. Gordon received a Master of Science in Business Analytics from the Terry College of Business – University of Georgia in 2022. Gordon is a CFA charterholder.

  • Cynthia Qualls

    Principal, Portfolio Management

    Cynthia joined Churchill Asset Management in 2021 and serves as Principal, Investment Analytics and Support on the Risk Management Team. She focuses primarily on Private Equity and Junior Capital portfolio reporting, attribution, and portfolio management activities. Cynthia has over 15 years of financial analysis and portfolio analytics experience at Nuveen and TIAA supporting the broader private asset classes, Private Placements, Impact Investing, and Energy and Infrastructure, with their reporting needs.  Most recently, she held the position of Director on the Business and Investment Operations team within the Nuveen Equities and Fixed Income organization and supported the Municipal investment team. 

    Cynthia received a Bachelor of Accounting from DeVry Institute of Technology, and an MBA with Graduate Certificate in Financial Analysis from Keller Graduate School of Management at DeVry University.

  • Thomas Jones

    Analyst, Operations

    Thomas joined Churchill Asset Management in 2022 and currently serves as an Analyst in Operations. Previously, Thomas was a Data Operations Analyst at Chronograph PE where he was responsible for tracking private equity fund information for General Partners and maintaining their historical investment metrics. Prior to that, Thomas served as a Mortgage Loan Tester at Berkeley Research Group.

    Thomas graduated from Marist College with a B.S. in Business Administration with a concentration in Finance and a minor in Communications.

  • Andrew Detrick, CFA

    Vice President, Workout

    Andrew joined Churchill Asset Management in 2024 and currently serves as a Vice President in Workout. He has over ten years of experience advising lenders and debtors through distressed situations, including liquidity management, restructurings, and strategic initiatives. Previously, he was a Director at M3 Partners, and prior to that he served as a Vice President with Carl Marks Advisors. He began his career within the transaction advisory and audit groups of CohnReznick.

    Andrew graduated from Washington and Lee University with a B.S. in Accounting and Business Administration, with an additional major in Philosophy. Andrew is a CFA charterholder.

  • Kevin Prendergast

    Vice President, Portfolio Management

    Kevin joined Churchill Asset Management in 2022 and currently serves as a Vice President on the Risk Team, primarily supporting the Private Equity and Junior Capital group, where he focuses on Portfolio Management.

    Previously, he was an Associate in the Global Markets Division of Goldman Sachs, responsible for overseeing business performance and strategic implementation of different initiatives within Prime Services. Prior to that, he supported the Quantitative Investment Strategy group within GSAM, conducting portfolio performance analysis and management reporting. Before working at Goldman Sachs, Kevin worked in EY’s Structured Finance Advisory Practice, where he focused on CLO cash flow and portfolio constraint modeling and analysis.

    Kevin graduated from The University of Scranton, where he earned a Bachelor of Science in both Economics and Finance.

  • Nick Taylor

    Vice President, Allocation

    Nick joined Churchill Asset Management in 2019 and currently serves as a Vice President in risk management. Previously, Nick was an analyst at The Carlyle Group in the Direct Lending platform. Nick was responsible for credit facility borrowing base management and reporting, valuation of senior and unitranche debt, portfolio modeling and analyses, as well as SEC and upper management reporting.

    Nick graduated from Fairfield University with a B.A. in Accounting. He also received a Masters in Accounting from Fairfield University.

     

  • Alecia Chen

    Senior Associate, Valuation Specialist

    Alecia joined Churchill Asset Management in 2023 and currently serves as a Senior Associate in Valuation. Previously, she was an Associate within the Valuation and Opinions Group at Lincoln International, focused on portfolio company valuations for various asset managers. Prior to Lincoln International, she was a Senior Auditor at Ernst & Young LLC, responsible for the financial statement audits of public and non-public companies in the banking and capital markets industry.

    Alecia received a B.S in Applied Economics and Management from Cornell University in 2017 and a M.S. in Accounting from Cornell University in 2018. Alecia is a licensed Certified Public Accountant (CPA) in New York.

  • Alex Cole

    Senior Associate, Portfolio Management

    Alex serves as a Senior Associate in Risk Management. Prior to joining Churchill in 2023, Alex spent the last 9 years working on reporting and technology integration for Direct Lending, Structured Credit and Special Situation Credit Market Opportunities strategies.

    Alex graduated from Fordham University with a B.A. in Economics.

  • Bailey Page

    Senior Associate, Responsible Investing

    Bailey joined Churchill Asset Management in 2021 and currently serves as a Senior Associate, Responsible Investing. Previously, Bailey was an Associate at MUFG Securities, where she worked in the Leveraged Finance group analyzing market data and performing credit analysis to assist clients across industries with capital solutions.

    Bailey graduated from Georgetown University in 2018 with a B.S. in Business Administration, with concentrations in Finance and International Business.

  • Frank Lamarca

    Senior Associate, Valuation Specialist

    Frank is a Senior Associate within Churchill’s in Valuation team. Prior to joining Churchill in 2024, he was an Associate at Lincoln International in the Capital Advisory Group and Valuations & Opinions Group where he focused on capital raises for middle market, private equity-backed companies as well as debt and equity valuations for various alternative asset managers. Prior to Lincoln International, he was a Risk Consultant at KPMG.

    Frank graduated from Baruch College with a M.S. in Accountancy, and from the University at Albany, SUNY with a B.S. in Accounting and Business Administration with a concentration in Financial Analysis Honors. Frank is a licensed Certified Public Accountant in New York.

  • Justin Blackman, CFA

    Associate, Portfolio Management

    Justin Blackman joined Churchill Asset Management in 2022 and currently serves as an Associate on the Portfolio Management team. Previously, Justin was a Product Specialist at FactSet, where he helped develop their suite of middle office portfolio analytics products. Specifically, he worked on the Returns Analytics Service team, which was responsible for the returns and statistics calculation engine of FactSet’s Style, Performance, and Risk (SPAR) application.

    Justin graduated from the University of Michigan in 2020 with a major in Data Science and a minor in Business Administration.

  • Jonathon D’Arcy

    Associate, Portfolio Management

    Jonathon joined Churchill Asset Management in the summer of 2022 and currently serves as an Associate on the Portfolio Management team. He focuses primarily on Origination analytics and reporting. Previously, Jonathon worked at Prudential Financial in their Chief Data Office as an Associate Data Scientist, where he led the pilot redevelopment of their Business Intelligence platform.

    Jonathon graduated first class with Honors from the University of Edinburgh in 2020 with a B.Sc. in Mathematics.

  • Lukas Obradovich

    Associate, Valuation Specialist

    Lukas joined Churchill Asset Management in 2024 and currently serves as an Associate in Valuation. Previously, he was a Senior Analyst in the Controllers Division at Goldman Sachs, responsible for managing the quarterly valuation process for private investments within the BDC fund complex.

    Lukas received a B.S. in Finance and Accounting from Villanova University in 2021.

  • Susan Orth

    Associate, Allocation

    Susan joined Churchill Asset Management in 2022 and currently serves as an Associate in Risk Management. Previously, Susan was an Associate at MUFG Union Bank in the Corporate Banking Credit Division. Susan was responsible for investment-grade credit underwriting, credit risk management, and portfolio management within the Healthcare, Consumer & Retail vertical.

    Susan graduated from Princeton University in 2020 with a B.A in Economics.  She also received Certificates in Cognitive Science and Spanish Language & Culture.

  • Michael Tuffey, CFA

    Associate, Portfolio Management

    Michael joined Churchill Asset Management in 2024 and currently serves as an Associate on the Portfolio Management team.  Previously, Michael worked at FactSet Research Systems, where he was primarily responsible for managing key relationships with clients on the Premier book of business.

    Michael graduated from Wake Forest University with a B.S. in Business & Enterprise Management.  Michael is a CFA charterholder.

  • Michael Joyce

    Senior Analyst, Allocation

    Michael joined Churchill Asset Management in 2022 and currently serves as a Senior Analyst in Risk Management. Previously, Michael worked in business development at PitchBook Data, where he was responsible for managing East Coast business development initiatives and product sales expansion.

    Michael graduated from Villanova University in 2021 with a B.S. in Finance and a minor in Business Law.

  • Liz Capperella

    Analyst, Portfolio Management

    Liz joined Churchill Asset Management in 2023 as an Analyst on the Portfolio Management team. Previously, Liz was an Associate Consultant at Northern Trust in the Front Office Solutions group.

    Liz graduated from the Wisconsin School of Business in 2022 with a B.S. in Finance.

  • Megan Vogel

    Director of Human Resources

    Megan serves as Director of Human Resources at Churchill Asset Management. Megan is responsible for planning and executing Churchill’s people strategy and overseeing all aspects of the Human Resources function. Prior to joining Churchill in 2024, she was an HR Business Partner at Lindsay Goldberg, specializing in performance management, compensation, and workforce development. Previously, she held significant roles at Antares Capital and Wintrust Wealth Management, where she developed key HR strategies and programs that enhanced organizational effectiveness. Megan began her career at Global Distribution Services, where she managed HR and payroll operations.

    Megan received her B.S. in Communication Studies, with a minor in Business Administration, from the University of Kansas.

  • Lynn Miceli

    Director of Administration

    Lynn joined Churchill Asset Management in 2018 and currently serves as Director of Administration with over 16 years of experience in Human Resources, Office Management and Administrative Support. She is responsible for many functions in the office, including Office Management, Administrative Team Management, Facilities, Event Planning, Project Management, and IT.

    Lynn received her A.A. in Business Administration at Westchester Community College

  • Natalie Austrian

    Executive Assistant

    Natalie joined Churchill Asset Management in 2022 as an Executive Assistant to the Head of Private Equity and Junior Capital as well as providing general support to the Charlotte team. In her role she contributes to the smooth operation of the Charlotte office managing calendars, coordinating onsite meetings, and arranging frequent travel. Natalie comes to Churchill with several years of experience spanning across multiple industries including technology, retail, and advertising.

    Natalie received her B.A. from the University of Delaware.

  • Nadia Bajraktarevic

    Executive Assistant

    Nadia joined Churchill Asset Management in 2023 as the Executive Assistant to the Vice Chairman, Investor Solutions. Nadia has previously served as a Business Analyst at Weichert Financial Services after working in an administrative role there. She has several years of experience in the finance, manufacturing, and advertising industries.

    Nadia received her A.A. in Business Administration at Bergen Community College.

  • Rachel Benitez

    Executive Assistant

    Rachel joined Churchill Asset Management in 2021 as an Executive Assistant to the Investor Relations team. In her role she provides administrative support including frequent travel arrangements, substantial onsite meeting support and client communication assistance. She has a background in property management, hedge fund, real estate and asset management administrative support. Rachel previously served as an executive assistant at Canyon Partners Real Estate LLC in Los Angeles, CA.

    Rachel earned her Bachelor of Science in Exercise Science from Central Washington State University.

  • Nicole Lundergan

    Executive Assistant

    Nicole joined Churchill Asset Management in the spring of 2024 as Executive Assistant to the General Counsel and Originations team. In addition to providing administrative support, Nicole is responsible for the planning and execution of several events per year in support of the firm’s most important sponsor relationships. Prior to working in the finance industry, Nicole spent over a decade working in events and most recently served as a Senior Executive Assistant at KKR.

    Nicole earned her Bachelor of Science in Advertising from New York Institute of Technology and holds a Post Graduate Certificate in International Business from the University of St. Mary’s Twickenham, London.

  • Noemi Morales

    Executive Assistant

    Noemi joined Churchill Asset Management in 2024 as Executive Assistant supporting the Senior Managing Director and Co-Head of Nuveen Private Capital Business Development.

    Noemi brings extensive experience to Churchill having previously supported Investor Relations teams and executives in their fundraising efforts at The Carlyle Group, Onex Corp., and Kohlberg & Company. She holds an A.S. in Business Administration.

  • Jacqueline Morton

    Executive Assistant

    Jacque joined Churchill Asset Management in 2020 and currently serves as as an Executive Assistant. In her role she welcomes guests and provides administrative support to the Underwriting and Origination teams. Jacque has previous administrative experience in the health care industry.

  • Lanee Robertson

    Executive Assistant

    Lanee joined Churchill Asset Management in 2024 as an Executive Assistant to the Investor Solutions Group and Marketing team. Lanee comes with an extensive background in private equity, hedge fund and placement agents.  She has extensive experience in supporting Investor Relations teams and executives in their fundraising efforts and previously served as an executive assistant at MidOcean Partners and coverage coordinator at Rede Partners.

    Lanee received her B.A. in Communication from University of Maryland – College Park.

  • Charmagne Kukulka

    Principal, Chief Compliance Officer

    Charmagne is a Principal and Chief Compliance Officer at Churchill Asset Management. Charmagne is responsible for managing Churchill’s compliance program and provides compliance support in connection with regulatory matters affecting the business. Prior to joining the organization in 2023, Charmagne was the Chief Compliance Officer at 13D Management LLC, specializing in investment adviser and investment company act rules and regulations. She began her compliance career at Blackstone, where she held various roles within legal & compliance administering the compliance program for Blackstone’s Registered Funds platform.

    Charmagne received her B.A. in Business and Corporate Communications from Arizona State University’s W.P. Carey School of Business.

  • Iliana Nunez

    Administrative Receptionist

    Iliana is a dedicated professional who embarked on her journey with Churchill Asset Management in 2023 as an Administrative Receptionist. In this pivotal role, she excels in delivering crucial support, overseeing a range of clerical and administrative tasks for both Senior Management and the broader organization. Iliana has previous guest services and administrative   experience in the finance industry.

  • David Carias

    IT Specialist

    David Joined Churchill Asset Management in 2022 as their IT specialist in charge of running IT support and project/implementations. David has been working in the IT industry for 12 years. Prior to joining Churchill, he worked for Agio for 7 years in IT support for different financial institutions.

    David holds an Associate degree in computer science from Bergen Community college and a BS in Information Technology from Kean University.

  • Zachary Profant

    Principal, Deputy General Counsel

    Zach is a Principal and Deputy General Counsel at Churchill Asset Management, an affiliate of Nuveen. Zach provides day-to-day legal support to Churchill as part of Nuveen’s private credit platform. Zach also provides legal support in connection with regulatory matters affecting the business. Prior to joining the organization in 2020, Zach was an associate at Kirkland & Ellis LLP, specializing in debt finance transactions. He began his legal career as a corporate associate at Cravath, Swaine & Moore LLP, completing rotations in both banking and securities.

    Zach graduated Phi Beta Kappa with High Distinction from the University of California, Berkeley and received his juris doctor, cum laude, from New York University School of Law.

  • Robert Engelke

    Vice President and Associate General Counsel

    Robert is a Vice President and Associate General Counsel at Churchill Asset Management, an affiliate of Nuveen. Robert is primarily responsible for providing day-to-day legal support to Churchill’s private equity and junior capital team. Prior to joining the organization in 2023, Robert was an associate at Willkie Farr & Gallagher LLP, specializing in business reorganization and restructurings. He began his legal career as an associate at Fried, Frank, Harris, Shriver & Jacobson LLP in their corporate M&A and private equity group.

    Robert graduated with a bachelor’s degree from Princeton University and received his juris doctor from Brooklyn Law School.

  • Erin Hood

    Vice President and Deputy General Counsel

    Erin is a Vice President and Deputy General Counsel at Churchill Asset Management, an affiliate of Nuveen. Erin provides day-to-day legal support to Churchill as part of Nuveen’s private credit platform, with a particular focus on its sponsored funds and structured products. Prior to joining the organization in 2022, Erin was an associate at Dechert LLP, specializing in structured finance transactions. She began her legal career as an associate at Milbank LLP in the Alternative Investments group.

    Erin graduated from the University of Maryland and received her juris doctor from the University of Virginia School of Law.

  • Jake Wang

    Vice President and Associate General Counsel

    Jake is a Vice President and Associate General Counsel at Churchill Asset Management, an affiliate of Nuveen.  Jake has a demonstrated history working in the financial services industry, with specialty in fund formation, private fund investments, and equity co-investments.  At Churchill, Jake provides day-to-day legal support and coverage for the Junior Capital & Private Equity Solutions team.

    Prior to joining Churchill in 2023, Jake worked for Nuveen, Barings LLC and BlackRock, Inc. in a similar capacity and Davis Polk & Wardwell LLP as an associate.  Jake graduated from the College of William and Mary and received his juris doctor from Columbia Law School.

  • David Wall

    Senior Associate and Associate General Counsel

    David is a Senior Associate and Associate General Counsel at Churchill Asset Management, an affiliate of Nuveen. David is responsible for providing legal support for the Firm’s private credit platform, including bilateral and syndicated credit facilities and collateralized loan obligations. Prior to joining Churchill in 2024, David worked for Dechert LLP as an associate in the global finance practice group.

    David graduated from the University of Virginia and received his juris doctor from the University of North Carolina School of Law.

  • Maggie Walker-Hart

    Associate and Senior Legal Analyst

    Maggie is an Associate and Senior Legal Analyst at Churchill Asset Management, an affiliate of Nuveen. Maggie provides legal support to Churchill, with a particular focus on the board relations and corporate governance process for the company’s managed funds and accounts, including its business development companies and registered investment companies. Prior to joining the organization in 2024, Maggie was a paralegal at Ares Management, specializing in private fund formation and structuring. She began her career as a paralegal at Weil, Gotshal & Manges LLP in the securities litigation and corporate governance practice group.

  • Colin Geraghty

    Senior Analyst, Junior Capital & Private Equity Solutions

    Colin joined Churchill Asset Management in 2024 as a Senior Analyst in the Private Equity and Junior Capital group, where he is responsible for sourcing, executing and monitoring investments across junior capital, equity co-investments and fund commitments. Prior to his current role, Colin was an Analyst with Lazard Frères & Co. where he focused on pitching, securing and executing M&A advisory engagements across the Consumer, Food & Retail sectors.

    Colin graduated from Tulane University in 2022 with a B.S. in Finance and Legal Studies in Business from the Freeman School of Business.

  • David Baird

    Senior Paralegal

    David is a Senior Paralegal at Churchill Asset Management, an affiliate of Nuveen.  David supports Churchill in day-to-day matters of corporate governance, fund formation, and securities law.  He also provides pipeline support for the Senior Lending and Junior Capital & Private Equity Solutions teams. Prior to joining Churchill, David served as a corporate paralegal at Osler, Hoskin & Harcourt LLP.  He has also worked at Simpson Thacher & Bartlett LLP and Weil Gotshal & Manges LLP.

    David graduated from Amherst College in 2014 with a bachelor’s degree in English. He also holds a Masters of Science from Columbia University in Sports Management.

3913309-1224

Churchill Asset Management
Location
375 Park Avenue, 9th Floor
New York, NY 10152
Phone
(212) 478-9200
Email
info@churchillam.com

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The material is for informational purposes only and should not be regarded as a recommendation or an offer to buy or sell any product or service to which this information may relate. Certain products and services may not be available to all entities or persons. Past performance does not guarantee future results. Please note investments in middle market loans are subject to various risk factors, including credit risk, liquidity risk and interest rate risk. Churchill Asset Management LLC is a majority-owned subsidiary and member of the TIAA group of companies.