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Dedicated Credit Team

  • NMFC Investment Team
  • Robert A. Hamwee*
    Chief Executive Officer
    Robert A. Hamwee*Chief Executive Officer

    Robert A. Hamwee has served as New Mountain Finance Corporation’s Chief Executive Officer since July 2010. Mr. Hamwee also serves on the board of directors of New Mountain Finance Corporation. Mr. Hamwee has served as a Managing Director of New Mountain Capital since 2008. Prior to joining New Mountain Capital, Mr. Hamwee served as President of GSC Group, a leading institutional investment manager of alternative assets, where he had day-to-day responsibility for managing GSC’s control distressed debt funds from 1999 to 2008. Prior to 1999, Mr. Hamwee held various positions at Greenwich Street Capital Partners, the predecessor to GSC Group, and with The Blackstone Group. Mr. Hamwee has chaired numerous Creditor Committees and Bank Steering Groups, and was formerly a director of a number of public and private companies, including Envirosource, Purina Mills, and Viasystems. Mr. Hamwee received his B.B.A. in Finance and Accounting from the University of Michigan.

    * Denotes NMFC Investment Committee Member

    John R. Kline*
    President & Chief Operating Officer
    John R. Kline*President & Chief Operating Officer

    John R. Kline has served as New Mountain Finance Corporation’s President since July 2016 and Chief Operating Officer since January 2013. Mr. Kline also serves as a Managing Director of New Mountain Capital. Prior to joining New Mountain, he worked at GSC Group from 2001 to 2008 as an investment analyst and trader for GSC’s control distressed and corporate credit funds. From 1999 to 2001, Mr. Kline was with Goldman, Sachs & Co. where he worked in the Credit Risk Management and Advisory Group. Mr. Kline graduated from Dartmouth College, with an A.B. degree in History. Mr. Kline serves on the Board of Directors of New Mountain Finance Corporation and Unitek Global Services.

    * Denotes NMFC Investment Committee Member

    James W. Stone III
    Managing Director
    James W. Stone IIIManaging Director

    James W. Stone III, Managing Director, joined New Mountain Capital in 2011. Mr. Stone is primarily dedicated to New Mountain’s credit business. Prior to joining New Mountain, he worked for The Blackstone Group (“Blackstone”) as a Managing Director of GSO Capital Partners, the firm’s credit business. At Blackstone, Mr. Stone was responsible for originating, evaluating, executing and monitoring various senior secured and mezzanine debt investments across a variety of industries. Before joining Blackstone in 2002, Mr. Stone worked as a Vice President in Lehman Brothers’ Communications and Media Group and as a Vice President in UBS Warburg’s Leveraged Finance Department. Prior to that, Mr. Stone worked at Nomura Securities International, Inc. with the team who later founded Blackstone’s corporate debt investment unit.

    Mr. Stone graduated Phi Beta Kappa and received a B.S. in Mathematics and Physics from The University of the South. He later received an M.B.A. with concentrations in finance and accounting from The University of Chicago’s Graduate School of Business.

    Laura C. Holson
    Managing Director & Head of Capital Markets
    Laura C. HolsonManaging Director & Head of Capital Markets

    Laura Holson is a Managing Director at New Mountain. Ms. Holson joined New Mountain in 2009 as a private equity deal professional and in 2011, she joined New Mountain’s credit team full time. In 2017, Ms. Holson was named Head of Capital Markets; in this capacity, she manages the firm’s financing activities and relationships across its various product lines. Before joining New Mountain, Ms. Holson worked in Healthcare Investment Banking at Morgan Stanley in New York. Ms. Holson received a B.S. in Economics with concentrations in Finance and Marketing from The Wharton School, University of Pennsylvania, where she graduated magna cum laude.

    Joshua B. Porter
    Managing Director
    Joshua B. PorterManaging Director

    Joshua B. Porter, Director, joined New Mountain in 2017. Prior to joining New Mountain, he was a Principal of Bayside Capital, the credit and special situations platform of H.I.G. Capital. Prior to joining Bayside in 2012, Mr. Porter worked for Mount Kellett Capital Management, where he focused on distressed credit investing, and for GSC Group, where he focused on middle-market control distressed. He began his career at Citigroup as an Analyst in the Leveraged Finance Group.

    Mr. Porter received B.A. degrees, magna cum laude, in Economics and Finance from the University of Illinois.

    Tom Libretto
    Director
    Tom LibrettoDirector

    Tom Libretto, Director, joined New Mountain in 2018. Prior to joining New Mountain, he was a Senior Vice President in the Private Debt division at Partners Group, where he spent five years focused on sourcing, evaluating, and executing credit investments across a variety of industries. Collectively, Mr. Libretto has greater than 12 years of fixed income experience with prior roles at Barclays, FirstLight Financial Corporation, and Bear, Stearns & Co. Inc.

    Mr. Libretto received his B.B.A. in finance from James Madison University in 2004. He received his M.B.A from the NYU Stern School of Business in 2012 and is a CFA Charterholder. Mr. Libretto is primarily dedicated to New Mountain’s credit business.

    Ivo Turkedjiev
    Managing Director
    Ivo TurkedjievManaging Director

    Ivo Turkedjiev, Managing Director, joined New Mountain Capital in 2019. Mr. Turkedjiev is a Portfolio Manager in the Credit Business, focusing on broadly syndicated leveraged loans and Collateralized Loan Obligations (CLOs). Prior to joining New Mountain, Mr. Turkedjiev was a Portfolio Manager and Senior Trader at Invesco, where he was responsible for existing CLO portfolio management as well as new CLO formation and marketing. At Invesco, he also managed the firm’s CLO investment platform.

    Prior to joining Invesco, Mr. Turkedjiev was a Leveraged Loan Portfolio Manager and Trader at GSC Group, which he joined in 2003. He began his career in finance in 2001 working in the Leveraged Finance Group at Lehman Brothers.

    Mr. Turkedjiev received a B.A. degree, summa cum laude, in Economics and Mathematics from Colgate University. He is a CFA charterholder.

    Joy Y. Xu
    Director
    Joy Y. XuDirector

    Joy Xu, Director, joined New Mountain in 2012. She previously worked in the Mergers & Acquisitions group at Bank of America Merrill Lynch in New York. She graduated magna cum laude in 2010 from the Jerome Fisher Program in Management and Technology at the University of Pennsylvania; she received her B.S. in Economics with concentrations in Finance and Management from The Wharton School and her B.A.S. in Computer Science from the School of Engineering & Applied Sciences.

    Catherine R. Dunn
    Director
    Catherine R. DunnDirector

    Catherine Dunn, Director, joined New Mountain in 2019. Prior to joining New Mountain, Catherine worked at Antares Capital LP where she was responsible for financial sponsor coverage. She graduated summa cum laude from Fordham University with a B.S. in Business Administration and a concentration in Finance.

    Stephen Tully
    Associate
    Stephen TullyAssociate

    Stephen Tully, Associate, joined New Mountain in 2017. Prior to joining New Mountain, Stephen was a Senior Associate in the Financial Services Office at Ernst & Young LLP. He received his B.S. in Finance and Accounting from Villanova University, graduating magna cum laude in 2013. He is primarily dedicated to New Mountain’s credit business.

  • Finance, Operations & Compliance
  • Shiraz Y. Kajee
    Chief Financial Officer, Managing Director
    Shiraz Y. KajeeChief Financial Officer, Managing Director

    Shiraz Y. Kajee has served as Chief Financial Officer of New Mountain Finance Corporation since December 2015. Prior to joining New Mountain Finance Corporation, Mr. Kajee was the Head of U.S. Finance at Man Investments from 2012 to 2015, where he was responsible for the accounting, tax and treasury functions for the U.S. operations of Man Group plc, a United Kingdom based alternative asset manager. From 2010 to 2012, Mr. Kajee was a Vice President of Private Wealth Finance at Goldman, Sachs & Co. and from 2006 to 2010 was a Senior Vice President of Corporate Loans Finance at Citigroup Inc. Mr. Kajee began his career at Ernst & Young LLP within their Financial Services Office Assurance practice. Mr. Kajee received both his Master of Science in Accounting and Bachelor of Business Administration in Finance from Baruch College – City University of New York. He is a New York State Certified Public Accountant and a Chartered Global Management Accountant.

    Karrie J. Jerry
    Chief Compliance Officer & Corporate Secretary
    Karrie J. JerryChief Compliance Officer & Corporate Secretary

    Karrie J. Jerry has served as Chief Compliance Officer and Corporate Secretary of New Mountain Finance Corporation since June 2015. Ms. Jerry joined New Mountain Finance Corporation as a Compliance Officer and has been in various roles since 2011. Before joining New Mountain Finance Corporation, Ms. Jerry served as a Compliance Associate and Assistant Corporate Secretary at Apollo Investment Corporation (“Apollo”), a business development company, from 2005 until 2011. During her time at Apollo, Ms. Jerry also served in compliance and corporate governance oversight roles of Apollo’s other publicly listed funds, which included a real estate investment trust and another closed-end fund. Ms. Jerry received a B.S. in Paralegal Studies from Boston University.

    Holly A. Lau
    Treasurer, Vice President
    Holly A. LauTreasurer, Vice President

    Holly Lau, Treasurer, joined New Mountain in 2014. She previously worked at Apollo Investment Corporation, an externally managed business development company of Apollo Global Management. Prior to joining Apollo in 2013, she was a Senior Associate in the Financial Services Audit group at KPMG LLP. She received her B.S. in Applied Economics & Management with a concentration in accounting from Cornell University, graduating magna cum laude in 2011. She is a licensed Certified Public Accountant in the state of New York.

    Linda Chiu
    Director, Tax
    Linda ChiuDirector, Tax

    Linda Chiu, Director of Tax, joined New Mountain in 2010. She was previously the tax director at GSC where she was responsible for handling all tax matters related to the firm and the firm’s various distressed debt, CDO, BDC, REIT, private equity, and mezzanine debt investment funds. Prior to joining GSC, she was a Senior Manager at Ernst & Young LLP (“E&Y”) where she managed tax issues for a variety of clients in the financial services industry including private equity and asset management firms and international banks. Prior to joining E&Y, Ms. Chiu was a Senior Manager in Arthur Andersen LLP’s financial services practice.

    She received her B.S. degree in Accounting and Information Systems from New York University’s Undergraduate Stern School of Business in 1991 and her M.B.A. in Finance and Management Consulting from New York University’s Leonard N. Stern School of Business in 1997. She is a New York State CPA.

    James Lavallee
    Director, Operations
    James LavalleeDirector, Operations

    James T. Lavallee, Director, joined New Mountain in 2008. He previously worked at Stone Harbor Investment Partners, LP within the trade support area of their Operations group. Prior to that, he worked in the Institutional Operations area of Citigroup Asset Management.

    He received his B.S., cum laude, in Finance and Computer Information Systems from Quinnipiac University in 2002 and his M.B.A. in Finance from Fairfield University in 2007.

    Jessica Hanna
    Director, Credit Controller
    Jessica HannaDirector, Credit Controller

    Jessica Hanna, Director, Credit Controller, joined New Mountain in 2013. She previously worked at Baron Capital Group, Inc., a registered investment advisor, as Assistant Controller of Corporate Accounting. Prior to Baron, she was an Audit Senior at EisnerAmper, LLP in the Financial Services practice.

    She is a New York State CPA and received her B.S. in Accounting, cum laude, from the University of Buffalo in 2007.

    Kaitlyn E. Grigoleit
    Assistant Controller
    Kaitlyn E. GrigoleitAssistant Controller

    Kaitlyn E. Grigoleit, Accounting Manager, joined New Mountain in 2018. She previously worked at Prospect Capital in both their reporting and fintech portfolio units, as an Accounting and Operations Manager. Prior to Prospect, she was an Audit Senior at CohReznick, LLP.

    She is a New York State CPA and graduated cum laude from the University of Delaware in 2011 with a B.S. in Accounting.

    John Maris
    Operations Manager and Trading Assistant
    John MarisOperations Manager and Trading Assistant

    John Maris, Operations Manager and Trading Assistant, joined New Mountain in 2015. He previously worked at JPMorgan Chase within Alternative Investment Services as a Bank Loans Associate. He received his B.S. in Management and Finance from Pace University in 2012.

    Vivian Ko
    Tax Manager
    Vivian KoTax Manager

    Vivian Ko, Tax Manager, joined New Mountain in 2019. Prior to joining New Mountain, she worked at KPMG LLP as Senior Tax Manager in the Asset Management practice. Prior joining KPMG, she was a Senior Tax Manager in Deloitte Tax LLP’s alternative investments group. She received her B.B.A in Accounting from Baruch College – CUNY.

    Lindsey Wittmann
    Accounting Manager
    Lindsey WittmannAccounting Manager

    Lindsey Wittmann, Accounting Manager, joined New Mountain in 2017. Prior to joining New Mountain, Ms. Wittmann worked at Goldman, Sachs & Co. as an Associate in their Controllers group. She began her career at KPMG as a Senior Associate in the Financial Services practice. Ms. Wittmann is a New York State Certified Public Accountant and received her B.S. in Accounting from Bucknell University in 2012. She is primarily dedicated to New Mountain’s credit business.

    Michael C. Doyle
    Accounting Analyst
    Michael C. DoyleAccounting Analyst

    Michael Doyle, Accounting Analyst, joined New Mountain in 2019. Prior to joining New Mountain, Michael worked at PricewaterhouseCoopers, LLP as a Senior Associate in the Asset Management Assurance practice. He received both his Bachelor of Science in Accounting & Masters of Science in Forensic Accounting from the University at Albany, State University of New York. Michael is a New York State Certified Public Accountant.

    Patrick Farrell
    Credit Analyst
    Patrick FarrellCredit Analyst

    Patrick Farrell, Credit Analyst, joined New Mountain in 2020. Mr. Farrell is primarily dedicated to New Mountain’s credit business. Prior to joining New Mountain, Patrick was an Audit Senior in the Financial Services Industry at Deloitte & Touche LLP. He received his B.B.A in Accounting and his Master of Accounting & Professional Consultancy from Villanova University in 2017. Patrick is a Certified Public Accountant in the State of New York.

    Daniel Rhee
    Credit Analyst
    Daniel RheeCredit Analyst

    Daniel Rhee, Credit Analyst, joined New Mountain in 2020. Mr. Rhee is primarily dedicated to New Mountain’s credit business. Prior to joining New Mountain, Mr. Rhee was a Senior Associate in the Financial Markets group at PwC LLP, where he focused on corporate debt valuations and CLO transaction services. Mr. Rhee received his B.S. in Finance and Accounting from Bentley University, graduating magna cum laude in 2017.

    Alec Freeman
    Operations Analyst
    Alec FreemanOperations Analyst

    Alec J. Freeman, Operations Analyst, joined New Mountain in 2019. He previously worked at Brown Brothers Harriman within the Investor Services line of business as a Bank Loans Analyst. He received his B.S. in Business Administration from Colorado State University in 2017 and is a CFA Level II candidate. Mr. Freeman is primarily dedicated to New Mountain’s credit business.

    Christopher J. Kenney
    Senior Credit Analyst
    Christopher J. KenneySenior Credit Analyst

    Christopher Kenney, Senior Credit Analyst, joined New Mountain in 2018. Prior to joining New Mountain, Christopher was an Audit Senior in the Financial Services Industry at Deloitte & Touche LLP. He received his M.S. in Accounting and B.S. in Finance and Accounting from The Pennsylvania State University in 2015. Christopher is a Certified Public Accountant in the State of New York.

    Matthew C. Lorenzetti
    Credit Analyst
    Matthew C. LorenzettiCredit Analyst

    Matthew Lorenzetti, Financial Analyst, joined New Mountain in 2019. Prior to joining New Mountain, Matthew worked for Deloitte & Touche, LLP as an Audit & Assurance Senior in the Banking and Securities practice. He received his B.S. in Accountancy in 2015, graduating summa cum laude, and his MBA in 2016, both from Quinnipiac University. Matthew is a Certified Public Accountant in the State of New York.

    Meredith McAneny
    Compliance Analyst
    Meredith McAnenyCompliance Analyst

    Meredith McAneny, Compliance Analyst, joined New Mountain in 2019. Prior to New Mountain, Meredith started her career as a Compliance Analyst at Apollo Global Management, LLC. She received a B.A., magna cum laude, in Economics with a minor in Sociology from Barnard College of Columbia University.

    Kevin A. Schneider
    Senior Credit Analyst
    Kevin A. SchneiderSenior Credit Analyst

    Kevin Schneider, Senior Credit Analyst, joined New Mountain in 2018. Prior to joining New Mountain, Kevin worked in the banking and capital markets assurance practice at Ernst & Young LLP. He received his B.B.A in Accountancy and his Master of Science in Accountancy from the University of Notre Dame, graduating summa cum laude in 2016. Kevin is a licensed Certified Public Accountant in the state of New York.

    Kyle D. Sheridan
    Accounting Manager
    Kyle D. SheridanAccounting Manager

    Kyle Sheridan, Accounting Manager, joined New Mountain in 2017. Prior to joining New Mountain, Kyle worked at PricewaterhouseCoopers, LLP as a Senior Associate in the Real Estate Assurance practice. He received his Bachelor of Business Administration in Accounting from Baruch College – City University of New York. Kyle is a New York State Certified Public Accountant.

    Evelyn Wang
    Accounting Analyst
    Evelyn WangAccounting Analyst

    Evelyn Wang, Accounting Analyst, joined New Mountain in 2019. Prior to joining New Mountain, Evelyn worked as an Audit & Assurance Senior in the Financial Services practice at Deloitte & Touche, LLP. She received her B.B.A. and M.S. in Accountancy, summa cum laude, from Baruch College – City University of New York. Evelyn is a Certified Public Accountant in the state of New York.

    Jacob O. Zucker
    Senior Credit Analyst
    Jacob O. ZuckerSenior Credit Analyst

    Jacob Zucker, Senior Credit Analyst, joined New Mountain in 2018. Prior to joining New Mountain, Jacob worked in the non-bank financial institutions group at S&P Ratings. He received his B.S. in Finance and Insurance & Risk Management from the University of South Carolina, graduating cum laude in 2015.

    Additional Team Members

  • NMC Investment Team
  • Steven B. Klinsky*
    NMC Founder and CEO & Chairman of NMFC
    Steven B. Klinsky*NMC Founder and CEO & Chairman of NMFC

    Steven B. Klinsky has served as Chairman of the board of directors of New Mountain Finance Corporation since July 2010. Mr. Klinsky established New Mountain Capital in 1999. Prior to founding New Mountain Capital, Mr. Klinsky was co-founder of the Leverage Buyout Group of Goldman Sachs & Co. (“Goldman”) (1981-1984), where he helped execute over $3 billion of pioneering transactions for Goldman and its clients. He then joined Forstmann Little and Co. (“Forstmann Little”) as an Associate Partner (1984-1986) and a General Partner (1986-1999), helping to oversee seven private equity and debt partnerships totaling over $10 billion in capital. Mr. Klinsky was the most senior partner of Forstmann Little outside of the Forstmann family for a majority of the 1990s. Mr. Klinsky received his B.A. in Economics and Political Philosophy, with high honors, from the University of Michigan in 1976. He received his M.B.A. from Harvard Business School (class of 1979) and his J.D., with honors, from Harvard Law School (class of 1981). He is or has been chairman or a director of numerous corporations and philanthropies.

    * Denotes NMFC Investment Committee Member

    Adam B. Weinstein*
    NMC CFO & Managing Director
    Adam B. Weinstein*NMC CFO & Managing Director

    Adam Weinstein initially served as the Chief Financial Officer and Treasurer of New Mountain Finance Corporation from July 2010 until January 2013 when he was promoted to Executive Vice President and Chief Administrative Officer of New Mountain Finance Corporation where he now serves in an oversight role of the finance and administrative areas. Mr. Weinstein joined the board of directors of New Mountain Finance Corporation in August 2012. Mr. Weinstein serves as a Managing Director of New Mountain Capital and as its Chief Financial Officer and has been in various roles since joining in 2005. Prior to joining New Mountain Capital in 2005, Mr. Weinstein was a Manager at Deloitte & Touche, LLP and worked in that firm’s merger and acquisition and private equity investor services areas. Mr. Weinstein sits on a number of boards of directors for professional and non-profit organizations. Mr. Weinstein received his B.S. from Binghamton University, is a member of the AICPA and is a New York State Certified Public Accountant.

    * Denotes NMFC Investment Committee Member

    Jack Qian*
    Managing Director (Rotating PE Transaction Leader)
    Jack Qian*Managing Director (Rotating PE Transaction Leader)

    Jack Qian, Managing Director, joined New Mountain in 2007. He previously worked in the Global Technology Group at Morgan Stanley. He currently serves on the Board of Directors of Accolite Digital, Blue Yonder, Ciox Health, Cloudmed, DRB Systems, emids, and IRI. He previously served on the Board of Directors of Convey Health, Equian, and Sparta Systems.
    He received his B.A., summa cum laude, in Economics and Mathematics from Yale University.

    * Denotes NMFC Investment Committee Member


    Additional Private Equity Managing Directors, Directors, Vice Presidents, & Associates

    * Denotes NMFC Investment Committee Member