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Our team members


Michael Fierman

Managing Partner, Co-CEO

Sreeni Prabhu

Managing Partner, Co-CEO & Group Chief Investment Officer

John Hsu

Chief Risk Officer/Head of Treasury Strategies

David Silvera

Head of Corporate Development

Sam Dunlap

Chief Investment Officer, Public Strategies

Namit Sinha

Chief Investment Officer, Private Strategies

Matthew Kennedy, CFA®

Head of Corporate Credit, Senior Portfolio Manager

Ben Easterlin

Head of Commercial Lending

Navid Abghari

Senior Portfolio Manager

Nichole Hammond, CFA®

Senior Portfolio Manager

Berkin Kologlu

Senior Portfolio Manager

Kin Lee

Senior Portfolio Manager

Colin McBurnette

Senior Portfolio Manager

Ashish Negandhi

Senior Portfolio Manager

Johannes Palsson

Senior Portfolio Manager

Clayton Triick, CFA®

Senior Portfolio Manager

Kevin Parks

Portfolio Manager

Cheryl Pate, CFA®

Portfolio Manager

Brendan Sheehy, CFA®

Head of Portfolio Management Analytics

Brandon Docken, CFA®

Portfolio Management Analytics Analyst

Phil Hong

Senior Portfolio Analyst

Mayur Patel

Senior Portfolio Analyst

Ricky Schwartz

Senior Portfolio Analyst

Taylor Jones

Portfolio Analyst

Michael Tarbell

Portfolio Analyst

Dishant Patel

Junior Portfolio Analyst

Amartya Prasad

Junior Portfolio Analyst

Yonatan Suponitsky

Junior Portfolio Analyst

Robert McDonough

Director of ESG and Regulatory Initiatives

Sky Morgan

ESG Analyst

Niko Trumbauer

Junior ESG Analyst

Manmohan Singh

Head of Insurance Solutions

Dory Black

General Counsel

David Gordon

Associate General Counsel

Adam Langley

Chief Operating Officer & Chief Compliance Officer

Chase Eldredge

Senior Compliance Officer

Elizabeth Lasco

Compliance Officer

Beth Hunger

Compliance Officer and Client Relationship Manager

Dan Fazioli

Chief Accounting Officer

Randy Levin

Director of Finance

Ken Stewart, CPA®

Fund Controller, Controllers Group

Dustin Paschal

Senior Analyst, Controllers Group

Erin Rogers

Head of Operations

Graham Krieger

Operations Manager

Keila Calix

Senior Operations Analyst

A.J. Pereira

Senior Operations Analyst

Sam Tyler

Senior Operations Analyst

Kareem Fakih

Operations Analyst

Trey Carter

Senior Risk Analyst

Ayush Kayastha

Risk Analyst

Randy Chrisman

Chief Marketing Officer

Taylor Brannigan

Marketing Associate

Gisbel De La Cruz

RFP Manager

Santiago Urrutia

RFP Associate

Josh Agustin

RFP Associate

Robert Allen, CFA®

Salesforce Administrator

Manish Valecha, CFA®

Head of Client Solutions

Adam Beeler

Head of Institutional Sales

Abhi Kane, CAIA

Managing Director, Alternative Investment Strategist

Robert Williams, CFA®

Director of Business Strategies

Bernard Dzata, CAIA

Director, Institutional Business Development

Emma Quigley

Senior Vice President, Institutional Business Development

Daniel Gentry

Senior Vice President, Bank Strategies

Jim Calla

Senior Vice President, Institutional Business Development

Ron Reich

Managing Director, National Sales Manager

David Wells

Chief Portfolio Strategist

Randy Faust, CFA®

Managing Director, National Accounts & Consultant Relations

Kandace Kaylor

Managing Director, IBD National Accounts

Tim Byerly

Senior Vice President, Institutional/RIA Client Advisor

Jared Nelms, CAIA

Senior Vice President, Institutional/RIA Client Advisor

Joe Rasmussen

Vice President, Institutional/RIA Client Advisor

Matthew Werner

Senior Vice President

Matt Malloy

Vice President

Nick Lenar

Senior Vice President

Tommy Dibona

Associate Vice President

Rob Thompson

Senior Vice President

Robert Stearns

Vice President

Michael Wills

Associate Vice President

Bill Serda, CIMA®

Senior Vice President

Ryan Siamas

Senior Vice President

Griffin Fittsporter

Associate Vice President

John Jarvis

Senior Vice President

Tim Pratt

Associate Vice President

Frank Ros, CAIA

Senior Vice President

Kelly Cobb

Senior Vice President

Daniel Cohen

Associate Vice President

You are now leaving the Angel Oak Capital and Angel Oak Funds website.

 

Any views expressed on the site you are about to visit, or any articles or interviews therein are those of the participants and are not intended as a forecast or as investment recommendations. Information provided with respect to the Fund’s Portfolio Holdings, Sector Weightings, Number of Holdings, Performance and Expense Ratios are as of the dates described in the article and are subject to change at any time.

 

Multi-Strategy Income Fund Prospectus
Financials Income Fund Prospectus
High Yield Opportunities Fund Prospectus
UltraShort Income Fund Prospectus
Strategic Credit Fund Prospectus
Core Impact Fund Prospectus
 

Return to the Angel Oak Website to access standardized performance or recent portfolio holdings or positions ( Multi-Strategy Income Fund Performance, Financials Income Fund Performance, High Yield Opportunities Fund Performance, UltraShort Income Fund Performance, Strategic Credit Fund Performance, Core Impact Fund Performance).

 

Important Social Media Disclosures

 

Performance data current to the most recent month-end and quarter-end can be obtained by clicking the links above.

Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than what is stated.

 

Mutual fund investing involves risk. Principal loss is possible. The Funds can make short sales of securities, which involves the risk that losses in securities may exceed the original amount invested. Leverage, which may exaggerate the effect of any increase or decrease in the value of securities in a Fund’s portfolio on the Fund’s Net Asset Value and therefore may increase the volatility of a Fund. Investments in foreign securities involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks are increased for emerging markets. Investments in fixed income instruments typically decrease in value when interest rates rise. Derivatives involve risks different from and, in certain cases, greater than the risks presented by more traditional investments. Investments in asset backed and mortgage‐backed securities include additional risks that investors should be aware of, such as credit risk, prepayment risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments. Investments in lower‐rated and nonrated securities presents a greater risk of loss to principal and interest than higher‐rated securities. A non‐diversified fund, may be more susceptible to being adversely affected by a single corporate, economic, political or regulatory occurrence than a diversified fund. Funds will incur higher and duplicative costs when it invests in mutual funds, ETFs and other investment companies. There is also the risk that the Funds may suffer losses due to the investment practices of the underlying funds. For more information on these risks and other risks of the Funds, please see the Prospectus.

 

There is no guarantee that this or any investment strategy will succeed; the strategy is not an indicator of future performance; and investment results may vary.

References to other mutual funds should not be interpreted as an offer of these securities.

Fund holdings and allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security.

Diversification does not guarantee a profit or protect from loss in a declining market.

Indexed annuities are complex, not suitable for all investors, and due to surrender charges it is possible to lose money.

Upside potential may be limited due to participation rates.

The Angel Oak Funds are distributed by Quasar Distributors, LLC.

 

 

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