Who We Are

Churchill Asset Management combines a team of highly experienced investment professionals with a strong track record and Nuveen’s best-in-class institutional infrastructure to deliver flexible, reliable financing solutions that meet the needs of middle market private equity sponsors and their portfolio companies.

Benefits to Borrowers and Sponsors

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Reliable financing partner for both private equity sponsors & other middle market lenders

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One-stop capability across the capital structure

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Senior management involved in all aspects of deal process

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Agile and responsive team with consistent 
investment approach

Our History

  • 2006

    Established as Churchill Financial LLC by Bear Stearns Merchant Banking and Senior Management

  • 2010

    Becomes a portfolio company of Olympus Partners, a significant middle market private equity sponsor

  • 2011

    As part of The Carlyle Group’s Global Market Strategies platform, the Churchill team raises over $2 billion in committed debt and equity capital for its inaugural BDC vehicle

  • 2015

    Churchill team joins Nuveen as the firm’s exclusive middle market senior debt financing group, creating an independent boutique within Nuveen’s Private Markets platform

  • Senior Management Team

    Deep experience in middle market lending with an established senior management team averaging over 25 years of investment experience

    Churchill Asset Management executives have an average of 25 years of experience in financing middle market companies. As a team, we focus exclusively on originating, underwriting, and monitoring investments.

     

    Senior Management Team

    • Ken Kencel

      President & CEO

    • Randy Schwimmer

      Senior Managing Director, Head of Origination & Capital Markets

    • George Kurteson

      Senior Managing Director, Head of Portfolio Management

    • Christopher Cox

      Senior Managing Director & Chief Risk Officer

    • David Heilbrunn

      Senior Managing Director, Head of Product Development & Capital Raising

    • Shai Vichness, CFA

      Senior Managing Director & Chief Financial Officer

    • Mathew Linett

      Senior Managing Director, Head of Underwriting

  • Board of Directors

    Board of Directors

    • William T. Huffman

      Head of Nuveen Equities and Fixed Income

    • Ken Kencel

      President & CEO

    • Kevin J. McCarthy

      Secretary and General Counsel, Nuveen

    • Jose Minaya

      President and Chief Investment Officer, Nuveen

  • Investment Professionals

    Investment Professionals

    • Leland Richards

      Managing Director, Origination

    • Eric Wieczorek

      Managing Director, Underwriting & Portfolio Management

    • Alona Tolentino Gornick

      Principal, Origination

    • Carol Loundon

      Principal, Underwriting & Portfolio Management

    • Kevin Meyer

      Principal, Origination

    • Jessica Nels

      Principal, Capital Markets

    • Jeffrey Rabaut

      Principal, Origination

    • Tarek Srouji

      Principal, Origination

    • Joe Lee

      Vice President, Underwriting & Portfolio Management

    • Sean Mancini

      Vice President, Origination

    • Jill White

      Vice President, Underwriting & Portfolio Management

    • Nicholas Carroll

      Senior Associate, Underwriting & Portfolio Management

    • Jacob Iati

      Senior Associate, Underwriting & Portfolio Management

    • Sanjeet Singh

      Senior Associate, Underwriting & Portfolio Management

    • Ryan Babakian, CFA

      Associate, Underwriting & Portfolio Management

    • Tyler Donofrio

      Associate, Underwriting & Portfolio Management

    • Sam Gonzalez-Gross

      Associate, Underwriting & Portfolio Management

    • Paul Cipriani

      Senior Analyst, Underwriting & Portfolio Management

    • Jad Abdul-Aal

      Analyst, Underwriting & Portfolio Management

    • Jordan Kenney, CFA

      Analyst, Underwriting & Portfolio Management

    • Colin Miller

      Analyst, Underwriting & Portfolio Management

  • Other Professionals

    Investor Relations, Marketing and Business Development

    • Liz Perreten

      Principal, Head of Investor Relations & Business Development

    • Jessica Tannenbaum

      Vice President, Investor Relations

    • Tascha Cardullo

      Executive Assistant and Investor Relations

    • Louisa Colon

      Executive Assistant

    • Sunny Huang

      Associate, Product Development

    • Karen Yen

      Data Analyst

    Finance and Operations

    • Heather McNally

      Principal, Head of Operations

    • Robert Lin

      Vice President, Operations

    • Marissa Short

      Vice President, Finance

    • Joe Durkin

      Senior Associate, Finance and Accounting

    • Luke Garriton

      Senior Associate, Operations

    • Kyle Linnemeyer

      Senior Associate, Finance and Accounting

    • Carson Rhodes

      Analyst, Loan Operations

    • Lynn Miceli

      Office Manager and Executive Assistant

    Legal and Compliance

    Senior Advisor

    • Alastair Merrick

      Senior Advisor

  • Ken Kencel

    President & CEO

    Kenneth J. Kencel serves as President & CEO of Churchill Asset Management. Throughout his over 30-year career Mr. Kencel has accrued a broad range of experience in leading middle market financing businesses. Previously, he was President and a Director of Carlyle GMS Finance (Carlyle’s publicly traded business development company); founded and was President and CEO of Churchill Financial; and served as Head of Leveraged Finance for Royal Bank of Canada as well as Head of Indosuez Capital—a leading middle market merchant banking and asset management business. Mr. Kencel also helped to found high yield finance businesses at both Chase Securities (now JP Morgan) and SBC Warburg (now UBS).

    Mr. Kencel serves on the Pension Investment Advisory Committee for the Archdiocese of New York. He is on the Board of Trustees at Canisius High School and is also a member of the Finance and Investment Committees. Mr. Kencel is a guest lecturer at Boston University Questrom School of Business and a former member of the Board of Advisors and Adjunct Professor at the McDonough School of Business at Georgetown University. He earned his B.S. in Business Administration, magna cum laude, from Georgetown University and his J.D. from Northwestern University School of Law.

  • Randy Schwimmer

    Senior Managing Director, Head of Origination & Capital Markets

    Senior Managing Director Randy Schwimmer supervises origination and capital markets for Churchill Asset Management. He is widely credited with developing loan syndications for middle market companies. Mr. Schwimmer brings 30 years of experience in middle market finance to Churchill Asset Management, having 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 then, Mr. Schwimmer 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.

    Mr. Schwimmer graduated cum laude from Trinity College with a B.A. He earned his M.A. from the University of Chicago.

  • George Kurteson

    Senior Managing Director, Head of Portfolio Management

    Overseeing portfolio management at Churchill Asset Management, Senior Managing Director George F. Kurteson brings over 30 years of middle market leveraged lending experience to the company. Prior to founding Churchill Asset Management, Mr. Kurteson served as a Managing Director of Carlyle GMS Finance and as a Founder and Senior Managing Director, Head of Origination and Underwriting at Churchill Financial. At GE/Antares (a division of GE Capital), he held the position of Senior Managing Director, Head of the New York office, and he acted as a member of the GE/Antares leadership team. Mr. Kurteson has also served in senior positions at Heller Financial, Fleet Bank, and Maryland National Bank.

    Mr. Kurteson received his MBA and his B.S. (honors) in business and economics from Lehigh University.

  • Christopher Cox

    Senior Managing Director & Chief Risk Officer

    Senior Managing Director Christopher Cox serves as Chief Risk Officer of Churchill Asset Management. Previously, he 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 process and policies. Prior to this, Mr. Cox was 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. Mr. Cox also worked at Gibbs & Cox, Inc. in New York, NY.

    Mr. Cox received his B.S. in civil engineering from Tufts University and his MBA from Fordham University.

  • David Heilbrunn

    Senior Managing Director, Head of Product Development & Capital Raising

    David Heilbrunn is a Senior Managing Director of Churchill Asset Management. As the firm’s Head of Product Development & Capital Raising, Mr. Heilbrunn focuses on capital raising activities and strategic initiatives, structuring new products and developing important institutional client relationships. Mr. Heilbrunn also focuses on optimizing the firm’s various financing arrangements and oversees Churchill’s collateralized loan obligation (CLO) platform. Prior to joining the Churchill team in 2017, Mr. Heilbrunn held senior roles at several firms, including Managing Director at Fifth Street Asset Management; Managing Director of The Carlyle Group; Senior Managing Director and Head of Corporate Strategy & Development at Churchill Financial and Managing Director and CDO Group Head at Bear Stearns & Co. and JP Morgan.

    Mr. Heilbrunn received an M.B.A., with Distinction, from the Ross School of Business at the University of Michigan and a B.S. in accounting, magna cum laude, from The State University of New York at Albany in 1987.

  • Shai Vichness, CFA

    Senior Managing Director & Chief Financial Officer

    Shai Vichness serves as a Senior Managing Director and the Chief Financial Officer of Churchill Asset Management.  Previously, as Managing Director and Head of Senior Leveraged Lending for Churchill’s parent company, Nuveen, Mr. Vichness 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, Mr. Vichness has been a member of the Investment Committee and has been actively engaged in the management of the firm, including the development of its infrastructure and operations.  Mr. Vichness joined Nuveen in 2005 and has spent his entire career in the private debt markets, with a significant amount of time spent in the firm’s workout and restructuring department.

    Mr. Vichness holds a BBA from Baruch College, CUNY and is a CFA charterholder.

  • Mathew Linett

    Senior Managing Director, Head of Underwriting

    Mathew Linett serves as Senior Managing Director, Head of Underwriting of Churchill Asset Management. He brings 25 years of leveraged finance experience to the company with a strong emphasis on the middle market. He 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. Previously, he was a Credit Portfolio Manager at Loeb King Capital and Havens Advisors, a Senior Vice President at Jefferies & Co., as well as a Vice President at Indosuez Capital – a middle market merchant banking and asset management business. Mr. Linett and Mr. Kencel worked closely together at Indosuez Capital.

    Mr. Linett graduated cum laude from the University of Pennsylvania’s dual degree program with a B.S. in economics from the Wharton School and a B.A. (honors) in international relations from the College of Arts and Sciences.

  • William T. Huffman

    Head of Nuveen Equities and Fixed Income

    Bill Huffman heads equities and fixed income for Nuveen’s multi-affiliate model. He is also the president of Nuveen Asset Management, responsible for leading all of the business management activities.

    He joined the firm in 2008 from Northern Trust where he was president and chief executive officer of Northern Trust Global Advisors, Inc., and concurrently served as chief executive officer of Northern Trust Global Investments Limited located in London. Prior to these roles, Bill served as the director of quantitative product management for Northern Trust. He began his career in 1991 as the leader of the internal audit group responsible for treasury, investment management and finance functions at the Northern Trust Corporation.

    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 on the Boys and Girls Club of Chicago Board of Directors and the Rush Medical Center Arthritis and Orthopedics Leadership Committee.

  • Ken Kencel

    President & CEO

    Kenneth J. Kencel serves as President & CEO of Churchill Asset Management. Throughout his over 30-year career Mr. Kencel has accrued a broad range of experience in leading middle market financing businesses. Previously, he was President and a Director of Carlyle GMS Finance (Carlyle’s publicly traded business development company); founded and was President and CEO of Churchill Financial; and served as Head of Leveraged Finance for Royal Bank of Canada as well as Head of Indosuez Capital—a leading middle market merchant banking and asset management business. Mr. Kencel also helped to found high yield finance businesses at both Chase Securities (now JP Morgan) and SBC Warburg (now UBS).

    Mr. Kencel serves on the Pension Investment Advisory Committee for the Archdiocese of New York. He is on the Board of Trustees at Canisius High School and is also a member of the Finance and Investment Committees. Mr. Kencel is a guest lecturer at Boston University Questrom School of Business and a former member of the Board of Advisors and Adjunct Professor at the McDonough School of Business at Georgetown University. He earned his B.S. in Business Administration, magna cum laude, from Georgetown University and his J.D. from Northwestern University School of Law.

  • Kevin J. McCarthy

    Secretary and 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.

  • Jose Minaya

    President and Chief Investment Officer, Nuveen

    Jose Minaya serves as President and Chief Investment Officer of Nuveen and was named President of Global Investments in December 2016 with accountability for leading and managing over $900 billion in AUM within thirteen distinct Public and Alternative affiliates. He also acts as Chairman to several of our subsidiary companies. In addition, he is a member of the Nuveen Investment and Risk committees. Previously, Mr. Minaya was President of Nuveen Global Real Assets where he was responsible for the business activities and strategic direction across various asset classes including real estate, agriculture, timber, infrastructure, energy, and alternative credit strategies. Prior to that, Mr. Minaya was Head of Private Markets Asset Management and served as Head of Natural Resources & Infrastructure Investments where he was responsible for building and managing the agriculture, timber, energy, and infrastructure investment platforms. Since joining the Nuveen organization in 2004, Mr. Minaya also managed transactions involving privately-placed debt and equity.

    Mr. Minaya has over 23 years of investment experience including positions at AIG Global Investment Group where he was involved in emerging markets equity transactions, and the investment banking groups at Merrill Lynch and JP Morgan where his responsibilities included mergers and acquisitions and private equity transactions. He holds a B.S. in finance from Manhattan College, where he was a member of Omicron Delta Epsilon, an international economics honor society, and an MBA from Dartmouth College, Amos Tuck School of Business where he was a Robert Toigo Fellow.

    Mr. Minaya is a distinguished recipient of the 2016 Toigo Blazing Trails award for his demonstrated commitment to the education and leadership of the next generation of financial services talent. He also Co-Chairs the TIAA Military/Veterans Employee Resource Group which advances active duty and reserve military membership while helping TIAA better serve military and veteran clients. Finally, he is a recognized expert on real assets investing and is frequently sought after by the media and industry events for his perspectives and insights on the asset class.

  • Leland Richards

    Managing Director, Origination

    Leland Richards serves as a Managing Director for Churchill Asset Management. He is on the originations team where he focuses on developing relationships with private equity sponsors and middle market lenders. Before joining Churchill Asset Management, he was a Managing Director at GE Capital where he originated and evaluated new opportunities for private equity sponsors, including first lien, second lien and uni-tranche loans. Prior to GE Capital, he was a Director at CIT Healthcare where he was involved in structuring and executing debt financing transactions. Before that, he was a leveraged finance Vice President at Merrill Lynch, Citigroup/Salomon Smith Barney and J.P. Morgan & Co.  Mr. Richards began his career in capital markets for CIBC World Markets.

    Mr. Richards earned his B.S. in Civil Engineering from Pratt Institute and an M.B.A. from the Carroll School of Management at Boston College.

  • Eric Wieczorek

    Managing Director, Underwriting & Portfolio Management

    Eric Wieczorek serves as Managing Director, Underwriting and Portfolio Management of Churchill Asset Management. Before joining in 2015, Mr. Wieczorek worked at Apex Credit Partners, a credit asset management firm owned by Jefferies, and at GSO Capital Partners, the credit platform of the Blackstone Group, where he focused on the public and private debt markets and evaluated primary and secondary investments across various investment strategies and asset classes. Earlier, Mr. Wieczorek worked at Churchill Financial, where he evaluated investments across the capital structure, and at Praesidian Capital, where he was involved in the origination, execution, and monitoring of mezzanine debt investments. Prior to that, he worked as a consultant for two private equity firms and worked for C.E. Unterberg, Towbin, where he worked on principal investments and a variety of transactions including mergers and acquisitions, restructurings, and private placements of debt and equity. Mr. Wieczorek began his career in equity research with Brean Murray & Co.

    Mr. Wieczorek received his A.B. in biochemistry and pre-med studies from Brown University.

  • Alona Tolentino Gornick

    Principal, Origination

    Alona Tolentino Gornick serves as a Principal on the originations team for Churchill Asset Management, where she focuses on developing relationships with private equity sponsors and middle market lenders. Previously, Ms. Gornick was a Director on the Private Markets team for Churchill’s parent company, Nuveen, where she managed the direct originations effort for debt private placements. Prior to that she was an advisor to Golden Gate Capital where she directed strategic initiatives for the firm’s captive credit platform. Prior to Golden Gate Capital, Ms. Gornick served as a Vice President at Oaktree Capital Management, where she evaluated investments in high yield bonds and senior leveraged loans, and most recently managed the Capital Markets and Investor Relations effort for Oaktree as the General Partner. Ms. Gornick began her career in investment banking in the Gaming & Leisure Group at Banc of America Securities.

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

  • Carol Loundon

    Principal, Underwriting & Portfolio Management

    Carol Loundon joined Churchill Asset Management in 2015 and currently serves as a Principal in the underwriting and portfolio management group with over 15 years of experience in middle market leveraged finance. Previously, Ms. Loundon was a Vice President and Portfolio Manager at BDCA, a business development corporation that is focused on making direct senior, middle market loans. Prior to BDCA, Ms. Loundon was a Senior Associate at Churchill Financial where she worked in the Underwriting and Portfolio Management group. Before then, she worked at CapitalSource, focused on underwriting leveraged loans for lower and traditional middle market companies. Ms. Loundon also held Associate and Analyst positions at Bank of Ireland (Leveraged Acquisition Finance group) and Lehman Brothers (Mergers & Acquisitions group).

    Ms. Loundon graduated from Georgetown University in 2001 with a B.S. in business administration.

  • Kevin Meyer

    Principal, Origination

    Kevin Meyer joined Churchill Asset Management in 2015 and currently serves as Principal with over seven years of experience in middle market leveraged finance. Previously, Mr. Meyer 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 , Mr. Meyer worked in sports marketing and event management at FIFA.

    Mr. Meyer 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.

  • Jessica Nels

    Principal, Capital Markets

    Jessica Nels is a Principal 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, Ms. Nels 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, Ms. Nels 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.

  • Jeffrey Rabaut

    Principal, Origination

    Jeff Rabaut serves as a Principal at Churchill Asset Management with over ten years of experience in middle market leveraged finance. He is on the originations team where he focuses on developing relationships with private equity sponsors and middle market lenders.  Before joining Churchill, Mr. Rabaut was a Director at Sumitomo Mitsui Bank, responsible for launching its Chicago office and Midwest sponsor coverage.  Prior to SMBC, he was a Vice President at Antares Capital and its predecessor firm GE Capital, responsible for screening new investment opportunities, underwriting and portfolio management.

    Mr. Rabaut graduated from Michigan State University with a B.A. in finance. He received his MBA with specializations in finance and economics from the University of Chicago Booth School of Business.

  • Tarek Srouji

    Principal, Origination

    Mr. Srouji joined Churchill Asset Management in 2018 as a Principal on 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, Mr. Srouji held similar positions at Goldman Sachs and Credit Suisse. Mr. Srouji 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.

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

  • Joe Lee

    Vice President, Underwriting & Portfolio Management

    Joe Lee joined Churchill Asset Management in 2019 and currently serves as Vice President in the underwriting and portfolio management group.  Mr. Lee 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, Mr. Lee 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.  Mr. Lee began his career at GE Capital, where he graduated from the Financial Management Program.

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

  • Sean Mancini

    Vice President, Origination

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

    Mr. Mancini 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.

  • Jill White

    Vice President, Underwriting & Portfolio Management

    Jill White joined Churchill Asset Management in 2018 and currently serves as a Vice President in the underwriting and portfolio management group with over 6 years of experience in middle market leveraged finance.  Previously, Ms. White served as an AVP with Antares Capital on the underwriting and credit advisory teams.  Prior to Antares Capital, Ms. White completed the GE Capital Investment Analyst program.

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

  • Nicholas Carroll

    Senior Associate, Underwriting & Portfolio Management

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

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

  • Jacob Iati

    Senior Associate, Underwriting & Portfolio Management

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

    Mr. Iati 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.

  • Sanjeet Singh

    Senior Associate, Underwriting & Portfolio Management

    Sanjeet Singh joined Churchill Asset Management in 2018 as a Senior Associate 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, Mr. Singh was on the direct lending team at Medley Capital, a credit-focused asset manager providing financing solutions for middle-market transactions. Mr. Singh began his career in investment banking at Bowen Advisors in Boston focused on M&A advisory.

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

  • Ryan Babakian, CFA

    Associate, Underwriting & Portfolio Management

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

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

  • Tyler Donofrio

    Associate, Underwriting & Portfolio Management

    Tyler Donofrio joined Churchill Asset Management in 2017 and currently serves as an Associate in the underwriting and portfolio management group with more than three years of experience in middle market leveraged finance. Previously, Mr. Donofrio 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.

    Mr. Donofrio graduated from Boston College, Carroll School of Management with a B.S. in management, with concentrations in finance and accounting.

  • Sam Gonzalez-Gross

    Associate, Underwriting & Portfolio Management

    Sam Gonzalez-Gross joined Churchill Asset Management in 2018 and currently serves as an Associate in the underwriting and portfolio management group with over three years of experience in middle market energy finance. Previously, Mr. Gonzalez-Gross was an Associate with CIT Group, a financial services institution providing financing and advisory services to middle market companies.

    Mr. Gonzalez-Gross graduated from Hamilton College in 2015 with a B.A. in Economics.

  • Paul Cipriani

    Senior Analyst, Underwriting & Portfolio Management

    Paul Cipriani joined Churchill Asset Management in 2019 and currently serves as a Senior Analyst in the underwriting and portfolio management group with over three years of experience in leveraged finance markets. Previously, Mr. Cipriani was an Analyst within Structured Finance Investing and Lending at Goldman Sachs focused on principal investments across corporate credit and structured products.

    Mr. Cipriani graduated from McGill University in 2015 with a B.A. in Economics.

  • Jad Abdul-Aal

    Analyst, Underwriting & Portfolio Management

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

    Mr. Abdul-Aal graduated from John Carroll University, Boler School of Business with a B.S. in Finance and Economics.

  • Jordan Kenney, CFA

    Analyst, Underwriting & Portfolio Management

    Jordan Kenney joined Churchill Asset Management in 2019 as an Analyst in the underwriting and portfolio management group with two years of experience in leveraged finance. Previously, Mr. Kenney 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.

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

  • Colin Miller

    Analyst, Underwriting & Portfolio Management

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

    Mr. Miller 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.

  • Liz Perreten

    Principal, Head of Investor Relations & Business Development

    Liz Perreten joined Churchill Asset Management as a Principal in 2015 and focuses on investor relations and business development. Previously, Ms. Perreten served as Director of Investor Relations and Portfolio Initiatives at Kohlberg & Company, a middle market private equity firm. In addition to her experience in investor relations and fundraising, she spent seven years with SPP Capital Partners, arranging private debt financing for sponsor-backed and independent middle market companies. She was also involved in the origination, execution and monitoring of mezzanine debt investments for SPP Mezzanine Partners. She began her career in equity sales with Donaldson, Lufkin & Jenrette.

    Ms. Perreten received a B.A. with honors in international relations from Brown University, and an M.B.A. from the University of Texas at Austin.

  • Jessica Tannenbaum

    Vice President, Investor Relations

    Jessica Tannenbaum joined Churchill Asset Management in 2018 as Vice President, Investor Relations with ten years of experience in middle market leveraged finance. Previously, Ms. Tannenbaum 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.

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

  • Tascha Cardullo

    Executive Assistant and Investor Relations

    Tascha Cardullo joined Churchill Asset Management in 2019. She is part of the Investor Relations Team and the Executive Assistant to David Heilbrunn, Head of Product Development & Capital Raising. Prior to joining Churchill Miss. Cardullo worked at Kelso & Company. She has a background in education and worked as a teacher and literacy coach in the New York City and Greenwich Public Schools.

    Ms. Cardullo received her B.S. from New York University and a M.A. from Columbia.

  • Louisa Colon

    Executive Assistant

    Louisa Colon joined Churchill Asset Management in the summer of 2017 as the Executive Assistant to the President & CEO as well as the Head of Origination and Capital Markets. Previously, Ms. Colon has served as the Executive and Personal Assistant to C-Level executives at Blackstone Group, General Growth Properties, Guggenheim Partners and Thomas Weisel Partners. She has experience within the asset management, hedge fund, investor relations, real estate and investment banking areas. She began her career at TIAA in the Private Placements and Project Finance Divisions after earning her B.A. in history from Colgate University.

  • Sunny Huang

    Associate, Product Development

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

    Ms. Huang 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 has passed the CFA Level III exam and is a licensed CPA in New York.

  • Karen Yen

    Data Analyst

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

    Ms. Yen 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.

  • Heather McNally

    Principal, Head of Operations

    Heather McNally joined Churchill Asset Management in 2016 and currently serves as a Principal and Head of Operations with over ten years of financial services experience. Previously, she was a Managing Director at Garrison Investment Group where she was responsible for the Operations team and direct lending administration.  Ms. McNally has also served as Operations Manager at Fraser Sullivan Investment Management; Loan Administrator at Fortress Investment Group; and Trust Officer at LaSalle Bank, with a focus on CLO administration and back office processes.

    Ms. McNally received her B.A. in political science from DePaul University and her MBA from UNC Kenan-Flagler Business School.

  • Robert Lin

    Vice President, Operations

    Robert Lin joined Churchill Asset Management in 2018 as Vice President, Operations. He was previously an Associate Vice President at Ivy Hill Asset Management, a wholly-owned portfolio company of Ares Management, where he was responsible for surveillance, analytics, and financial modeling of CLOs, leveraged facilities, and a public Business Development Company. Prior to Ivy Hill, Mr. Lin worked at American Capital, where he developed analytics and conducted surveillance on various types of loan funds.  Before that, Mr. Lin was employed at various financial institutions where he focused on operations, risk, and analytics.

    Mr. Lin received his B.S in Economics and Finance from NYU’s Stern School of Business and an MBA in Finance from Fordham University’s Graduate School of Business.

     

  • Marissa Short

    Vice President, Finance

    Marissa Short joined Churchill Asset Management in 2018 and currently serves as Vice President of Finance 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.

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

  • Joe Durkin

    Senior Associate, Finance and Accounting

    Joe Durkin joined Churchill Asset Management in 2019 and currently serves as a Senior Associate 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. Mr. Durkin 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.

    Mr. Durkin 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.

  • Luke Garriton

    Senior Associate, Operations

    Luke Garriton joined Churchill Asset Management in 2019 and currently serves as a Senior Associate in Operations. Previously, Luke was a Manager at PwC in the Financial Markets Practice. Mr. Garriton 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. Mr. Garriton also worked to develop data visualization, analysis, and automation tools for client service and internal processes while at PwC.

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

  • Kyle Linnemeyer

    Senior Associate, Finance and Accounting

    Kyle Linnemeyer joined Churchill Asset Management in 2017 and currently serves as a Senior Associate in Finance and Accounting. Previously Kyle was a senior associate at Grant Thornton in the Financial Services Assurance Practice. Mr. Linnemeyer was responsible for financial statement audits of Real Estate Investment Trusts, Hedge Funds, and Fund of Funds. Mr. Linnemeyer also tested internal controls over financial reporting as required by section 404(b) of the Sarbanes-Oxley Act for publicly traded companies.

    Mr. Linnemeyer graduated from the University of Connecticut with a B.A in Economics. Mr. Linnemeyer graduated with distinction from Wake Forest University with a Masters in Accounting and is a Certified Public Accountant in the State of New York.

  • Carson Rhodes

    Analyst, Loan Operations

    Carson Rhodes joined Churchill Asset Management in 2019 as an Analyst on the Loan Operations team. Prior to joining, he worked at IHS Markit as an Analyst, where he was responsible for bank loan surveillance, client cash account reconciliation and full-spectrum support of clients, which included hedge funds, private equity firms, credit and asset managers, as well as CLO funds.

    Mr. Rhodes received his B.S. in Economics with a minor in Statistics from Southern Methodist University.

  • Lynn Miceli

    Office Manager and Executive Assistant

    Lynn Miceli joined Churchill Asset Management in 2018 as the Office Manager and Executive Assistant to the Chief Financial Officer. As Office Manager, Mrs. Miceli is responsible for many of the administrative functions in the office, including Human Resources, Benefits, IT and Facilities. Mrs. Miceli has previously served as a Human Resource Business Partner at Aberdeen Asset Management as well as Human Capital Manager and Executive Assistant at Arden Asset Management.

    Mrs. Miceli received her A.A. in Business Administration at Westchester Community College and actively holds her Professional Human Resource (PHR) and Society For Human Resource Management – Certified Professional (SHRM-CP) Certifications.

  • Alastair Merrick

    Senior Advisor

    Alastair Merrick, a founding member of the Churchill Financial team, serves as a Senior Advisor of Churchill Asset Management. Mr. Merrick was previously Churchill’s Chief Financial Officer and Chief Administrative Officer, from 2006 – 2010 with Churchill Financial and from 2015 – 2018 with Churchill Asset Management. In the interim, he was Chief Financial Officer for WhiteHorse Finance, a publicly traded BDC managed by HIG Capital, and previously worked as Chief Financial Officer for E*TRADE Bank. Before then, he spent 16 years at IBJ Whitehall Financial Group, eventually serving as Executive Vice President, Chief Financial Officer, and Director of Operations. Mr. Merrick began his career at PricewaterhouseCoopers LLP.

    Mr. Merrick is a Certified Public Accountant. He received a B.A. in economics from the University of Leeds in the United Kingdom.