Our Team

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Managing Partners

Investment Team

David Aho

Managing Director

Robert Gallivan

Managing Director

Tony Hokayem

Managing Director

Greg Shamo

Principal

Chris Brown

Vice President

Keith Johnson

Vice President

Luke Vande Guchte

Vice President

Evan Buckwalter

Associate

William Reich

Senior Associate

Charlie Madden

Associate

Business Management Team

Patrick Cronin

Chief Financial Officer

Thomas Wilhelm

Managing Director

Morris Beyda

Chief Operating Officer

Stephan Puhlmann

Senior Controller

Darren Augi

Chief Technology Officer

Mary Finnegan

Head of Content

Investment Team

David Aho

Managing Director

Mr. Aho joined Colbeck in 2009. At Colbeck, he is responsible for overseeing the investment team, sourcing and leading investments, and supporting the Managing Partners in constructing an investment strategy and managing the portfolio. Mr. Aho manages investments in retail, pharmaceuticals, internet and real estate. Prior to joining Colbeck, he was an analyst in the high yield and distressed group at DKR Oasis Capital Management where he reported directly to the portfolio manager. Previously, Mr. Aho worked as a credit analyst at Primus Asset Management which managed Primus CLO I & II and Harrier Credit Opportunities Fund, and he traded ETFs and futures on the floor of the American Stock Exchange. Mr. Aho graduated cum laude with a Bachelor of Arts from the University of Pennsylvania, where he earned a dual-major in economics and in international relations. He is a Chartered Financial Analyst.

Investment Team

Robert Gallivan

Managing Director

Mr. Gallivan joined Colbeck in 2016. Prior to joining Colbeck, Mr. Gallivan was a Senior Managing Director at Macquarie Securities USA Inc. since 2009, most recently as Head of Credit Sales and Trading with responsibility for a multi-jurisdictional proprietary trading book as well as the firm's customer trading relationships. Prior to Macquarie, Mr. Gallivan was a Managing Director, Distressed Sales at Morgan Stanley from 2000-2009 and was a founding member of Toronto Dominion Securities High Yield effort from 1994 to 2000. Mr. Gallivan began his career at Toronto Dominion Bank in 1990, spending from 1991-1994 as a Credit Restructuring banker. By 1994, he was responsible for over $2.0BN in restructurings across various industries but most heavily weighted to real estate. In addition to his trading and investing roles, Mr. Gallivan has helped structure and place billions of HY new issue and private debt in addition to facilitating block secondary trades. Career highlights include investing, sales and trading experience in a variety of products and geographies including: Distressed/Stressed Bonds and Loans, Non-Performing Loan Portfolios, Pre-IPO Equity and Debt, Post-Reorganization Equity, Trade Claims, “Loan to Own” lending and Special Situations Financing. In 2007, Mr. Gallivan sourced the opportunity and played a key role resulting in Citadel’s assumption of a faltering hedge fund’s $10bn credit book.

Investment Team

Tony Hokayem

Managing Director

Mr. Hokayem joined Colbeck in 2013.  Prior to joining Colbeck, he was a Director at PNC Capital Markets.  While at PNC, he worked in numerous capacities as a corporate banker and portfolio manager across the corporate bank.  Mr. Hokayem has also held positions in the risk management, contract finance, asset based lending, and specialty finance verticals.  He has spent most of his career focused on private middle market companies.  Additionally, Mr. Hokayem has lectured at New York University's Stern School of Business, taught at Wall Street Training, and spoken at multiple investment conferences.  Mr. Hokayem holds a Master’s in Business Administration from New York University’s Stern School of Business where he graduated with highest distinction.  Mr. Hokayem holds the rank of Eagle Scout and is actively involved with mentorship programs across New York City.

Investment Team

Greg Shamo

Principal

Mr. Shamo joined Colbeck in 2016 as a member of its investment team. Prior to joining Colbeck, Mr. Shamo was Co-Chief Operating Officer for Relativity Media, with a focus on structured finance and other transactional activities. Mr. Shamo had previously represented Relativity as outside legal counsel at Loeb & Loeb LLP, where his practice focused on corporate finance and general corporate representation. Prior to Loeb & Loeb, Mr. Shamo represented banks and other lenders in commercial and corporate finance matters at Paul, Hastings, Janofsky & Walker LLP. Mr. Shamo transitioned into finance from a bankruptcy practice at Danning, Gill, Diamond & Kollitz LLP. He began his career in the government contracts litigation group at Sheppard, Mullin, Richter & Hampton LLP.

Investment Team

Chris Brown

Vice President

Mr. Brown joined Colbeck in 2016. Prior to joining Colbeck, he worked for Barclays’ Investment Bank in the Strategic Transactions Group. While there, Mr. Brown was a member of the Execution Team, a group focused on structuring investments and trades for clients and Barclays’ own account. Mr. Brown helped develop and implement structured financing transactions across several asset classes. Mr. Brown graduated with honors from the University of Pennsylvania’s Wharton School with a Bachelor of Science in Economics. He is a Chartered Financial Analyst.

Investment Team

Keith Johnson

Vice President

Mr. Johnson joined Colbeck in 2018. At Colbeck, he is responsible for sourcing and leading investments and supporting the Managing Partners in constructing an investment strategy and managing the portfolio. Prior to joining Colbeck, Mr. Johnson was a Vice President at Wells Fargo in the Los Angeles Commercial Banking group. While at Wells Fargo, he worked as a Portfolio Manager, focusing on credit structuring, underwriting, and deal execution. Prior to Wells Fargo, Mr. Johnson held a similar position focusing on credit underwriting and deal structuring for middle market companies at JPMorgan Chase in Chicago, IL. Mr. Johnson holds a Master’s in Business Administration from DePaul University’s Kellstadt School of Business and a Bachelor of Sciences in Economics from Louisiana State University.

Investment Team

Luke Vande Guchte

Vice President

Mr. Vande Guchte joined Colbeck in 2018. Prior to joining Colbeck, Mr. Vande Guchte was an associate at GPB Capital Holdings, a lower-middle market private equity buyout firm, with approximately $1.8 billion of assets under management. Mr. Vande Guchte was responsible for sourcing, analyzing, and executing transactions across the private equity firm’s investment strategies. Mr. Vande Guchte graduated from the University of Mississippi with a Bachelor of Business Administration in Managerial Finance with a focus in Economics.

Investment Team

Evan Buckwalter

Associate

Evan Buckwalter joined Colbeck in 2019, with a primary focus on business development initiatives. Mr. Buckwalter previously worked in business development at FloQast, a FinTech SaaS startup, where he sourced qualified opportunities across the midmarket sector. Prior to that, he worked in asset management at peer to peer real estate startup Patch of Land, where he consulted with borrowers, ensuring they hit contractual benchmarks and maintained required financial solvency levels. Mr. Buckwalter received a Master’s in Entrepreneurship, Innovation, and Management from the University of Nottingham in the UK, and a Bachelor of Arts in Economics from Occidental College in Los Angeles.

Investment Team

William Reich

Senior Associate

Mr. Reich joined Colbeck in 2021. Prior to joining Colbeck, Mr. Reich was an Associate at Hamilton Lane in the Business Development Group, where he focused on developing new business contacts and client relationships with institutional investors and consultants. Prior to Hamilton Lane, Mr. Reich held a similar position focusing on financial intermediaries at BNY Mellon in New York. Mr. Reich graduated from the University of Arizona with a Bachelor of Arts degree in Environmental Studies.

Investment Team

Charlie Madden

Associate

Mr. Madden joined Colbeck in 2020. Prior to joining Colbeck, Mr. Madden was an Associate at Barclays in the Leveraged Finance Group, where he focused on credit structuring, advisory, underwriting, and deal execution for Technology, Media, and Telecom (TMT) clients. During his time at Barclays, Mr. Madden also held roles in the Equity Linked & Hybrid Solutions Group, Risk Solutions Group (Corporate Derivatives), Financial Institutions Group, and Real Estate Group. Mr. Madden graduated with Honors from Colby College with a Bachelor of Arts in Economics and a concentration in Financial Markets.

Business Management Team

Patrick Cronin

Chief Financial Officer

Mr. Cronin joined Colbeck in October 2019 as the Vice President of Finance. Prior to joining Colbeck, Mr. Cronin was the Global Fund Controller at HPS Investment Partners, LLC, a $50+ billion private credit focused alternative investment manager.  Mr. Cronin spent 11 years at HPS where he was responsible for the accounting and reporting for over 120 private credit funds.  Prior to HPS, Mr. Cronin held various accounting positions at Alliance Bernstein, Paloma Partners, SunAmerica Asset Management and Dreyfus. Mr. Cronin holds a Bachelor of Business Administration in Accounting from Iona College.

Business Management Team

Thomas Wilhelm

Managing Director

Mr. Wilhelm resumed working with Colbeck in 2014. Mr. Wilhelm has primary responsibility for third-party capital and other strategic initiatives. Previously, Mr. Wilhelm was the Director-Infrastructure at McMorgan & Company LLC, which has been managing pension and other institutional assets for more than 40 years. In that capacity, Mr. Wilhelm was the primary lead on organizing, raising, and managing the McMorgan Infrastructure Fund I, L.P., a $1.325 billion private equity fund that is a direct member of the Global Strategic Investment Alliance. The Global Strategic Investment Alliance is an $11.33 billion co-investment consortium organized in partnership with the Ontario Municipal Employees Retirement System (OMERS), Global Pension Investment Fund of Japan, Mitsubishi Corporation, and the Pension Fund Association of Japan, among other international investors. Mr. Wilhelm was a Principal at the Los Angeles-based investment firm The Yucaipa Companies, LLC with direct responsibility for the origination, diligence and structuring of direct equity investments. In that capacity, among other responsibilities, Mr. Wilhelm had day-to-day responsibility for a joint venture relationship between The Yucaipa Companies, LLC and Colbeck. Previous to joining The Yucaipa Companies, LLC, Mr. Wilhelm was a practicing attorney and in that capacity worked closely with dozens of institutional pension investors.

Business Management Team

Morris Beyda

Chief Operating Officer

Mr. Beyda joined Colbeck in 2009, responsible for middle and back office functions. His responsibilities include operations, finance, technology and compliance. Prior to joining Colbeck, Mr. Beyda was Chief Technology Officer of Serengeti Asset Management LP, where he had both systems and operational responsibility from pre-launch through 4x growth in AUM achieved in less than a year. Before joining Serengeti, Mr. Beyda was the North American Chief Information Officer and Vice President of Information Technology for Dimension Data Holdings, a global systems integrator. Mr. Beyda began his career with Arthur Andersen’s business consulting group, followed by various executive roles in early-stage ventures. Mr. Beyda holds a Bachelor of Science degree in economics from the Wharton School of the University of Pennsylvania.

Business Management Team

Stephan Puhlmann

Senior Controller

Stephan Puhlmann joined Colbeck in 2020 as Senior Controller with 8.5 years of experience in the financial services industry. Prior to joining Colbeck, Stephan was the controller at Green Bay Ventures, a San Francisco-based venture capital firm, where he oversaw all matters relating to internal and external reporting, budgeting, valuations, treasury, investor relations, HR, payroll, benefits, and compliance. Prior to Green Bay Ventures, Stephan worked at Apollo Global Management, where he oversaw the management and reporting for multiple credit funds and managed accounts. He started his career at Ernst & Young, where he audited hedge funds and mutual funds. Stephan is a CPA and is a CFA charterholder.

Business Management Team

Darren Augi

Chief Technology Officer

Mr. Augi is an Information Technology Executive with over 30 years of experience as a business innovator, strategist, and thought leader with a thriving entrepreneurial and corporate management background. Before joining Colbeck, Mr. Augi was Chief Information Officer with NTT (Dimension Data Holdings), a global IT services & telecommunications company. Mr. Augi focused on service development and instituting emerging technologies in the enterprise. As a vital member of the executive team, he focused on all facets of the business, including merger, acquisition and divestiture activities. Before Dimension Data, Mr. Augi was the founder of NEWSKOOL.com a premier action sports & digital commerce retailer. Mr. Augi graduated from SUNY Empire State with a B.S. in Computer Science, Information Systems, and a minor in Corporate Finance.

Business Management Team

Mary Finnegan

Head of Content

Mary Finnegan joined Colbeck in March 2020 to help launch the company newsletter, Limited Liabilities by Colbeck. At Colbeck, Ms. Finnegan is responsible for content creation, newsletter production and publication, and social media marketing campaigns. She oversees community engagement and strategy across social media channels. Ms. Finnegan graduated magna cum laude with a Bachelor of Arts from Villanova University, where she earned a dual-major in Economics and English. She received a master’s degree in Creative Writing, Prose Fiction from the University of East Anglia.