Angel Oak Capital Advisors CEO and leadership

David is Chief Operating Officer, Head of Corporate Development at Angel Oak Capital and his primary responsibilities include helping develop and implement the firm’s strategic growth plan. He also serves on Angel Oak’s Advisory Committee.

David joined Angel Oak in 2014, bringing many years of experience as a principal and advisor to growing asset management firms. In 2000, he co-founded Rosemont Investment Partners, a leading private equity firm focused on providing capital and strategic value to asset management businesses. He developed innovative investment structures designed to align the interests of all parties. David has served as an active partner and board member to dozens of asset managers, providing guidance to promote business growth, corporate best practices and strategic direction.

He has led more than 40 transactions in the asset management industry and has a long history of creating successful, collaborative relationships among affiliates. Prior to the formation of Rosemont, David worked as an investment banker at Smith Barney and Legg Mason.

David holds an A.B. degree in English from Columbia University and an M.B.A. in Finance and Entrepreneurial Management from the Wharton School of the University of Pennsylvania. He serves on a variety of corporate and non-profit boards.

Sreeni is a co-founder, Managing Partner and Group Chief Investment Officer at Angel Oak Capital and is responsible for the overall investment strategy of the firm.

Prior to Angel Oak, Sreeni was the Chief Investment Officer of the investment portfolio at Washington Mutual Bank in Seattle where he managed a $25 billion portfolio. He was also part of the macro asset strategy team at the bank. Sreeni previously worked for six years at SunTrust Bank in Atlanta, where he was responsible for investment strategies and served as Head Portfolio Manager for the $3 billion commercial mortgage-backed securities portfolio. He began his career at SunTrust in 1998 as a Bank Analyst focused on asset/liability management and liquidity strategies.

Sreeni holds a B.B.A. degree in Economics from Georgia College and State University and an M.B.A. in Finance from Georgia State University.

Adam is the Chief Compliance Officer at Angel Oak Capital and is responsible for overseeing the firm’s compliance program and regulatory matters.

Adam has over 10 years of experience in regulatory compliance of registered investment advisors, broker/dealers, mutual funds, money market funds, private placements, hedge funds and commodity pools. Most recently, Adam was with Invesco where he supervised a team of compliance officers responsible for trade monitoring and forensic testing of the firm’s mutual funds, exchange-traded funds and separately managed accounts. He began his career with Aspen Partners, Ltd. where he was responsible for all regulatory and compliance matters and led the formation of the firm’s broker/dealer and the launch of several fund offerings, including a registered mutual fund.

Adam holds a B.B.A. degree in Management from the University of West Georgia and holds the Certified Regulatory and Compliance Professional (CRCP) designation granted by the Financial Industry Regulatory Authority (FINRA).

John is the Chief Risk Officer at Angel Oak Capital and oversees all risk management functions for the firm. He chairs Angel Oak’s Risk Management and Valuation Committee. John also runs Treasury Strategies at Angel Oak Capital and is responsible for originating and managing all financing arrangements for new products, as well as for the firm’s investment advisory accounts.

John has 30 years of experience in financial services spanning operations, commercial banking, structured credit investment banking and asset management. Eleven of John’s 30 years have been at Angel Oak. Most recently John was Head of Capital Markets where he led Angel Oak’s entry into the Non-QM asset class by laying the structural foundation for Angel Oak’s private credit strategies and founded the Angel Oak Mortgage Trust securitization shelf. Prior to that, John ran operations, compliance and risk as COO. In that role John created the legal, operational, and compliance aspects of the Angel Oak Multi-Strategy Income Fund.

Before joining Angel Oak, John was a Senior Vice President in Ocwen Financial Corporation’s Alternative Investment Group, where he developed partnerships that invested in NPLs and created investments in MSRs and Servicer Advances. He was also at SunTrust, MBIA and J.P. Morgan, where he focused on the creation and marketing of structured credit products, mainly focusing on Collateral Loan Obligations.

John holds B.S. and B.A. degrees in Industrial Engineering and Economics from Rutgers University and an M.B.A. from Cornell University’s Johnson Graduate School of Management.

Dan serves as the Chief Accounting Officer for Angel Oak Capital’s private funds, mutual funds and managed accounts. In addition, he serves as the Principal Financial Officer of the Angel Oak Mutual Fund Trust.

Prior to Angel Oak, Dan was the controller of Tang Capital Partners, LP, a San Diego-based hedge fund and worked in the Direct Hedge Fund Controllers Group of Goldman Sachs & Co. Previously, he held positions at CapitalSource Inc., American Capital Strategies Inc. and PwC.

Dan holds a Master’s degree in Accounting from Tulane University.

Sam is a Managing Director and Chief Investment Officer of the public strategies at the Advisor and serves as a Portfolio Manager for the Angel Oak Multi-Strategy Income Fund and the Angel Oak Multi-Strategy Income UCITS Fund. He also manages some of the separately managed accounts for the Advisor’s clients.

Sam joined Angel Oak in 2009, and serves as a voting member of the firm’s public funds Investment Committee. He has also been featured as a television guest on Bloomberg, CNBC, Fox Business, and TD Ameritrade Network as well as quoted in Bloomberg and Barron’s.

Sam began his capital markets career in 2002 and has investment experience across multiple sectors of the fixed income market. Prior to joining Angel Oak, he spent six years marketing and structuring interest rate derivatives with SunTrust Robinson Humphrey where he focused on both interest rate hedging products and interest rate linked structured notes. Before SunTrust, Sam spent two years at Wachovia in Charlotte, NC supporting the agency mortgage pass-through trading desk.

Sam holds a B.A. degree in Economics from the University of Georg

David is Chief Operating Officer, Head of Corporate Development at Angel Oak Capital and his primary responsibilities include helping develop and implement the firm’s strategic growth plan. He also serves on Angel Oak’s Advisory Committee.

David joined Angel Oak in 2014, bringing many years of experience as a principal and advisor to growing asset management firms. In 2000, he co-founded Rosemont Investment Partners, a leading private equity firm focused on providing capital and strategic value to asset management businesses. He developed innovative investment structures designed to align the interests of all parties. David has served as an active partner and board member to dozens of asset managers, providing guidance to promote business growth, corporate best practices and strategic direction.

He has led more than 40 transactions in the asset management industry and has a long history of creating successful, collaborative relationships among affiliates. Prior to the formation of Rosemont, David worked as an investment banker at Smith Barney and Legg Mason.

David holds an A.B. degree in English from Columbia University and an M.B.A. in Finance and Entrepreneurial Management from the Wharton School of the University of Pennsylvania. He serves on a variety of corporate and non-profit boards.

Sreeni is a co-founder, Managing Partner and Group Chief Investment Officer at Angel Oak Capital and is responsible for the overall investment strategy of the firm.

Prior to Angel Oak, Sreeni was the Chief Investment Officer of the investment portfolio at Washington Mutual Bank in Seattle where he managed a $25 billion portfolio. He was also part of the macro asset strategy team at the bank. Sreeni previously worked for six years at SunTrust Bank in Atlanta, where he was responsible for investment strategies and served as Head Portfolio Manager for the $3 billion commercial mortgage-backed securities portfolio. He began his career at SunTrust in 1998 as a Bank Analyst focused on asset/liability management and liquidity strategies.

Sreeni holds a B.B.A. degree in Economics from Georgia College and State University and an M.B.A. in Finance from Georgia State University.