Experience

• 

  Waterfall Asset Management LLC

  • Dallas/Fort Worth Area

  • Vice President - CRE Equity

    • May 2017 - Present
    • Dallas/Fort Worth Area

    Waterfall Asset Management, LLC is an SEC-registered institutional asset manager focused on structured credit (asset-backed securities and loans) and private equity investments. Waterfall has approximately $9.4 billion* in assets under management. Waterfall utilizes a relative value approach to investing in structured credit and loan products. Leveraging the extensive experience of its founding partners and talented portfolio managers, the firm sources, analyzes, and purchases ABS and loan investments across multiple sectors globally in an effort to seek an attractive risk/return profile. This multi-sector specialization in both ABS and loans enables Waterfall to seek to provide its clients with attractive, competitive returns that are generally uncorrelated to most traditional investment sectors. Waterfall Asset Management’s headquarter offices are located in New York City.

• 

  FirstCity Financial Corp.

  • Senior Vice President

    • Jan 2005 - Jun 2016

    FirstCity Financial Corporation (FirstCity) is a multi-national specialty financial services company. The Company operates in two segments: Portfolio Asset Acquisition and Resolution, and Special Situations Platform. In the Portfolio Asset Acquisition and Resolution business, the Company acquires portfolios of under-performing and non-performing loans and, to a lesser extent, performing loans and other assets, generally at a discount to their legal principal balances or appraised values, and services and resolves these assets. Through its Special Situations Platform business, the Company provides investment capital to privately-held middle-market companies through flexible capital structuring arrangements to generate an attractive risk-adjusted return. These capital investments primarily take the form of senior and junior financing arrangements, but also include direct equity investments and common equity warrants. In addition, the Company's Special Situations Platform business engages in leveraged buyouts and distressed debt transactions.In the Portfolio Asset Acquisition and Resolution (PAA&R) business, the Company acquires Portfolio Assets. FirstCity acquires Portfolio Assets for its own account or through investment entities formed with one or more co-investors (each such entity, referred to as an Acquisition Partnership). FirstCity acquires and manages Portfolio Assets, which are generally purchased at a discount to Face Value by FirstCity or through Acquisition Partnerships. The Portfolio Assets are generally non-homogeneous assets, including loans of varying qualities that are unsecured or secured by diverse collateral types and real estate. Some of the secured Portfolio Assets are loans, for which resolution is tied primarily to the real estate securing the loan, while others may be collateralized business loans, the resolution of which may be based either on real estate, business assets or other collateral cash flow.