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Our team members


Michael Fierman

Managing Partner, Co-CEO

Sreeni Prabhu

Managing Partner, Co-CEO & Group Chief Investment Officer

Manmohan Singh

Head of Corporate Development

John Hsu

Head of Treasury Strategies

Sam Dunlap

Chief Investment Officer, Public Strategies

Namit Sinha

Chief Investment Officer, Private Strategies

Matthew Kennedy, CFA®

Head of Corporate Credit, Senior Portfolio Manager

Ward Bortz

ETF Portfolio Manager and Head of Distribution for Public Strategies

Ben Easterlin

Head of Commercial Lending

Nichole Hammond, CFA®

Senior Portfolio Manager

Berkin Kologlu

Senior Portfolio Manager

Kin Lee

Senior Portfolio Manager

Colin McBurnette

Senior Portfolio Manager

Johannes Palsson

Senior Portfolio Manager

Cheryl Pate, CFA®

Senior Portfolio Manager

Clayton Triick, CFA®

Senior Portfolio Manager

Kevin Parks

Portfolio Manager

John Kohler

Managing Director

Phil Hong, CFA®

Senior Portfolio Analyst

Ricky Schwartz

Senior Portfolio Analyst

Antonio Vadi

Senior Portfolio Analyst

A.J. Pereira

Portfolio Analyst

Taylor Jones

Portfolio Analyst

Aman Shishodia

Portfolio Analyst

Dishant Patel

Junior Portfolio Analyst

Amartya Prasad

Junior Portfolio Analyst

Yonatan Suponitsky

Junior Portfolio Analyst

Alejandro Santiago

Senior Full-Stack Developer

Santiago Urrutia

Junior Data Analyst

Abhi Kane, CAIA

Managing Director, Alternative Investment Strategist

David Wells

Chief Portfolio Strategist

Robert McDonough

Director of ESG and Regulatory Initiatives

Dory Black

General Counsel

David Gordon

Chief Legal Officer – Private Strategies

Sidney Simms Jr.

Associate General Counsel

Chase Eldredge

Chief Compliance Officer

Micheal Alexander

Compliance Officer

Steve Walsh

Compliance Officer

Beth Hunger

Compliance Officer and Client Relationship Manager

Dan Fazioli, CPA

Chief Accounting Officer

Ken Stewart, CPA

Fund Controller, Controllers Group

Will Richardson, CPA

Senior Analyst, Controllers Group

Randy Levin

Director of Finance

Jake Kessinger

Treasury Analyst

Adam Langley

Chief Operating Officer

Erin Rogers

Head of Operations

Esther Perez

Senior Operations Analyst

Sam Tyler

Senior Operations Analyst

Breonna Clemons

Operations Analyst

Kevin Sluss, CFA®, FRM

Chief Risk Officer

Michael Colombo, CFA®

Director of Valuation

Trey Carter

Senior Risk Analyst

Diane Lim

Risk Management Analyst

Krishna Pola

Quantitative Risk Analyst

Randy Chrisman

Chief Marketing & Corporate Investor Relations Officer

Katie McClanahan

Senior Digital Marketing Analyst

Taylor Brannigan

Marketing Associate

Gisbel De La Cruz

RFP Manager

Robert Allen, CFA®

Salesforce Administrator

Manish Valecha, CFA®

Head of Client Solutions

Adam Beeler

Head of Institutional Sales

Bernard Dzata, CAIA

Director, Institutional Business Development

Jim Calla

Senior Vice President, Institutional Business Development

Emma Quigley

Senior Vice President, Institutional Business Development

Daniel Gentry

Senior Vice President, Bank Strategies

Jordan Peck

Associate, Institutional Client Group

Ron Reich

Managing Director, National Sales Manager

Frank Ros, CAIA

Managing Director, Divisional Head of Sales – East

Ryan Siamas

Managing Director, Divisional Head of Sales – West

Kandace Kaylor

Managing Director, IBD National Accounts

Randy Faust, CFA®

Managing Director, National Accounts & Consultant Relations

Tim Byerly

Senior Vice President, Institutional/RIA Client Advisor

Karl Engelmann

Senior Vice President, Institutional/RIA Client Advisor

Jared Nelms, CAIA

Senior Vice President, Institutional/RIA Client Advisor

Nick Lenar

Senior Vice President

Central Region

Sam Lieberman

Senior Vice President

Northeast Region

Bill Serda, CIMA®

Senior Vice President

Southern Region

Rob Thompson

Senior Vice President

Mid-Atlantic Region

Matt Malloy

Vice President

Northeast Region

Robert Stearns

Vice President

Mid-Atlantic Region

Patrick Ballance

Associate Vice President

Mid-Atlantic Region

Tommy Dibona

Associate Vice President

Central Region

Griffin Fittsporter

Associate Vice President

Southern Region

Alfred Lee

Associate Vice President

Northeast Region

Tim Pratt

Associate Vice President

Northwest Region | Southwest Region

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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.

 

Core Impact Fund Prospectus

Financials Income Impact Fund Prospectus

High Yield Opportunities Fund Prospectus

Income ETF Prospectus

Multi-Strategy Income Fund Prospectus

Strategic Credit Fund Prospectus

UltraShort Income ETF Prospectus

UltraShort Income Fund Prospectus

 

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

 

Investing involves risk. Principal loss is possible. Some 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, 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. Derivatives may involve certain costs and risks such as illiquidity, interest rate, market, credit, management, and the risk that a position could not be closed when most advantageous. 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 non-rated securities present a greater risk of loss to principal and interest than higher-rated securities do. 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.

 

ETFs may trade at a premium or discount to NAV. Shares of any ETF are bought and sold at market prices (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. The Fund is an actively managed ETF, which is a fund that trades like other publicly traded securities. The Fund is not an index fund and does not seek to replicate the performance of a specified index.

 

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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