The people behind
every investment.

Co-founder of Willow Oak Partners. Previously at Global Endowment Management, then earned his MBA from Stanford GSB. Served as Head of U.S. Acquisitions and Global Head of Capital Markets at City Storage Systems.

Co-founder of Willow Oak Partners with prior leadership roles at Global Endowment Management and Goldman Sachs' Whitehall real estate funds.

Operations leader at Willow Oak with experience in business development at Christie's and an MBA from Duke's Fuqua School of Business.

Leads operations at Willow Oak, bringing P&L leadership from The Budd Group and a decade of multi-state operations experience at XCEL. UNC Chapel Hill graduate.

Leads accounting and finance at Willow Oak, bringing experience from Get Spiffy and public accounting. CPA with accounting degrees from UNC Wilmington.

CPA with 10+ years of experience in accounting, audit, and financial operations. Previously served as Corporate Controller at Spiffy and spent over 6 years in audit at Dixon Hughes Goodman (FORVIS). UNC Wilmington graduate.

Charlotte native and W&L alum with honors. Previously at Truist Financial in the Leadership Development Program as a Credit Analyst. Four-year member of the Men's Tennis team.