Phone: +1 (626) 529-1081
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Peter Chang manages the firm’s loan and investment portfolio and leads its investment mandate. Peter began his career as a financial consultant and real estate appraiser at Arthur Andersen and worked as an investment banker in the real estate group at Merrill Lynch and Insignia Financial. He has a BS from Cornell University and an MBA from Columbia Business School.
Paul Diamond worked in investment management consulting at J. William Taylor & Associates in London. He also worked at Mapleton Investments, a Los Angeles family office and has directly managed a variety of private-equity backed companies. Paul has a BA from Colby College and an MBA from the UCLA Anderson School of Management.
Dave Park started his career as a wealth manager at WaMu’s private bank, WM Financial. Prior to, Dave worked in middle market investment banking at KPMG Corporate Finance and Redwood Securities. He received his BA from the University of California, Santa Barbara.
Amy Bertolini brings over 24 years of experience in public accounting in audit, tax and as a consulting Controller and CFO, most recently at HKG, LLP in Pasadena. Amy has managed clients in various industries including not-for-profit, distribution/manufacturing, real estate and private equity. Amy is a certified public accountant and received her BS in accounting from California Polytechnic University, Pomona.
Caroline Leritz serves as GreenLake’s General Counsel, overseeing the legal affairs of the company. Prior to joining GreenLake, Caroline worked at a full-service law firm where she focused her practice in real estate, finance, and general corporate matters, and acted as GreenLake’s outside general counsel. She received a BS with honors from Saint Louis University and a JD with honors from Saint Louis University School of Law.
Tom McConnell is a Senior Advisor to GreenLake, focusing on all real estate assets with a concentration on hospitality and leisure. Tom has over forty years of experience in capital markets, valuations, and consulting. Prior to joining GreenLake, Tom was Executive Managing Director of Cushman & Wakefield’s US hotel transaction practice in New York. Tom has a BA from Brown University and an MPS degree from Cornell University.
Timothy Neufeld has specialized in complex litigation and trials for over 45 years, and has represented large public companies, privately held companies, public entities, and individuals in both state and federal courts. Prior to founding his own law firm, Mr. Neufeld was both an associate and partner for twenty-five years at Richards, Watson & Gershon. He received a BA with honors from Brown University and a JD with honors from Boston University Law School.
Phil Soh has over two decades of experience in credit, business development and management in middle market lending and business banking. He was EVP and Deputy CCO at Banc of California and has held senior positions at Citizen Business Bank and Wells Fargo / Wachovia Bank. Phil began his career as a wealth manager at LPL Financial. He has a BS from California State University Northridge and is a graduate of the Pacific Coast Banking School at University of Washington Foster School of Business.
Phone: +1 (626) 529-1086
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Joseph Sprague has worked extensively in private banking and wealth management. Joe started at Morgan Stanley and WM Financial, WaMu’s private bank. Most recently, he was at Wells Fargo. He has a BA from the University of California, Santa Barbara and an MBA from Pepperdine University.
Phone: +1 (626) 529-1087
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Vidur Bhatia has worked in debt finance and leveraged buyouts. Prior to GreenLake, he was at Goldman Sachs in their Leveraged Finance group. He holds a BA in Business Economics from the University of California, Los Angeles.
Emily Butler brings a wealth of investor relations experience in real estate, having worked in fund raising for a multi-family apartment owner-operator in Denver, Colorado, and in relations management for one of the largest privately held REITs in the U.S. She holds a BA in operations management with a certificate in global business from the University of Colorado, Boulder.
Armani Campos brings over four years of experience in commercial banking. Prior to joining GreenLake he worked at Banc of California for their Portfolio Management team. He managed a portfolio of both small business and middle market clients, focusing on credit risk and relationship management. Armani holds a Bachelor of Science in Finance from California State University, Los Angeles.
Stephanie Jimenez brings over 10 years of client service experience from a variety of industries including finance, education, healthcare and hospitality. Prior to joining GreenLake, Stephanie was a Retirement Benefit Specialist for LA County. Stephanie received her BA in Economics from California State University, Los Angeles.
Kathy Kim has been involved in loan servicing and collection since the firm’s inception. Prior to, she managed administration and operations for a boutique, corporate finance advisory firm and was also operations manager for a billing and collections healthcare company. Kathy has a BA from California State University, Long Beach.
Kimberly Ocadiz has experience in accounting in various industries including consumer goods, beauty and distribution. Prior to GreenLake, she was at Grant & Bowman Inc., a global distribution and licensing company. Kimberly received her BS in Business Administration from California State University, Los Angeles.
Anamaria Rivera has been an integral part of GreenLake’s team since 2018 and serves as operations associate. Prior to, she managed administration for a billing and collections firm in the healthcare industry.
Monica Rodriguez brings over 17 years of experience in both public and private accounting. She has managed the accounting departments of private and publicly traded companies in various industries including manufacturing and distribution/service. Monica is a certified public accountant and received her BS in accounting from California Polytechnic University, Pomona.
Peter Ryan started his career as a marketing and e-commerce specialist in the luxury consumer product industry. Prior to, he managed marketing for an international distribution firm and launched domestic brands in the Asian market. Peter has a BA from the University of California, Los Angeles.
Christopher Tortora has experience in fund distribution and institutional sales. Most recently, Christopher worked at EurekaCap Partners marketing alternative asset funds to RIAs, family offices, pensions, fund of funds, and other institutional allocators. Christopher began his career at Cowen on their research sales team. He received his BA from Bucknell University.
Danah Yoon has consulted in various industries including real estate, fine arts, and hospitality. Prior to joining GreenLake, Danah managed retail development at BMW Group for the South Korean market. Danah has a BA in Economics from Korea University and a MS in Real Estate Development from the University of Southern California.