Shiraz Kajee, Chief Financial Officer and Managing Director, joined New Mountain in 2015. Prior to joining New Mountain, 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.
Joseph W. Hartswell
Joseph Hartswell, Managing Director and Chief Compliance Officer, joined New Mountain in 2015. Prior to New Mountain, Mr. Hartswell was the Chief Compliance Officer for Mount Kellett Capital Management LP, a global investment firm focused on distressed, special situations and opportunistic investing. Prior to joining Mount Kellett, Mr. Hartswell was a Director, Asset Management Financial Services Regulatory Practice for PricewaterhouseCoopers LLP (“PwC”) where he assisted with the development of compliance programs for hedge funds, private equity funds, venture capital funds, registered investment companies, separate accounts and business development companies. Prior to PwC, Mr. Hartswell was a Vice President and Deputy Chief Compliance Officer for AIG Investments where he assisted with strategies and operational planning for a global asset manager and its SEC registered investment advisers and served as the designated Chief Compliance Officer for products registered under the Investment Company Act of 1940. Prior to AIG Investments, Mr. Hartswell was a Securities Compliance Examiner for the U.S. Securities and Exchange Commission.
Mr. Hartswell holds a B.S. in Finance and International Business from the University of Maryland and is a CFA charterholder.
Linda Chiu
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
James Lavallee, Director, Operations, joined New Mountain in 2008. Mr. Lavallee 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.
Diana Thomas
Diana Thomas, Director, Controller, joined New Mountain in 2022. Ms. Thomas is primarily dedicated to New Mountain’s credit business. She previously worked at Brigade Capital Management, LP as Fund Controller. Prior to Brigade, she was an Audit Senior at PricewaterhouseCoopers LLP in the Audit and Assurance practice, focusing on the audit of asset management clients.
Ms. Thomas graduated from the University of Toronto with a Bachelor of Business Administration in 2007, and has her CPA, CA designation, licensed by the Chartered Professional Accountants of Ontario, Canada.
Kaitlyn E. Grigoleit
Kaitlyn Grigoleit, VP and Credit Assistant Controller, joined New Mountain in 2018. Ms. Grigoleit 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.
Lindsey Wittmann
Lindsey Wittmann, Credit Assistant Controller, 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.
Christopher J. Kenney
Christopher Kenney, Credit Assistant Treasurer, joined New Mountain in 2018. Mr. Kenney is primarily dedicated to New Mountain’s credit business. Prior to joining New Mountain, Mr. Kenney 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. Mr. Kenney is a Certified Public Accountant in the State of New York.
Alec Freeman
Alec Freeman, Operations Manager, joined New Mountain in 2019. Mr. Freeman 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.
Parrie Italiano
Parrie Italiano, Operations Manager, joined New Mountain in 2021. Ms. Italiano previously worked at PSP Investments USA within Credit Investments as a Senior Operations Analyst.
She received her B.A. in Economics and Philosophy from Washington College in 2016.