Team

Portfolio Management and Investment Committee

David P. Wells, CFA  |  Managing Director and Chief Investment Officer
David P. Wells, CFA
Managing Director and Chief Investment Officer

David is Apex’s Chief Investment Officer and is a member of the Investment Committee.  He has been involved with Apex or its predecessor since 2004.  Prior to joining Apex in 2015, David was a senior portfolio manager of CLOs in the U.S. High Yield Investments Group at Babson Capital Management LLC (now Barings LLC), which he joined in 2002.  At Babson Capital he helped found Apex’s parent, Jefferies Finance LLC.  David has more than 30 years of experience in high yield research and capital markets.  Prior to joining Babson, he was employed by Lehman Brothers, Inc., SG Cowen Securities Corporation, and Bear Stearns & Co., Inc. as a senior fixed income analyst responsible for investment recommendations of high yield bonds and leveraged loans.  Previous experience includes Fitch Investors Service and Merrill Lynch Capital Markets.  He began his career in the management training program at Manufacturers Hanover Trust Company.  David holds a B.S. from New York University College of Business and Public Administration and an M.B.A. from Columbia University Graduate School of Business.  He has been voted to Institutional Investor magazine’s All-American Fixed-Income Research Team.


Stephen K. Goetschius  |  Managing Director and Portfolio Manager
Stephen K. Goetschius
Managing Director and Portfolio Manager

Steve has responsibility for asset and funding facility management including loan warehousing and CLOs and is a member of the Investment Committee. He has been with the firm or its predecessor since 2007. Steve has over 35 years of leverage finance experience in both an agent-led and buyside capacity. His last two positions involved the management of $1 billion-plus syndicated loan portfolios at Transamerica and Capital One Leverage Finance. His experience also includes significant work in agent-led out-of-court and in-court loan restructuring and liquidations. He previously worked in the leveraged finance departments at JPMorgan Chase and Citibank where his responsibilities included structuring, underwriting, and portfolio management. Steve received his B.A. from Rutgers College and M.B.A. from Drexel University.


Andrew T. Stern  |  Managing Director, Portfolio Manager and Research Director
Andrew T. Stern
Managing Director, Portfolio Manager and Research Director

Andrew joined the firm in 2013. He oversees the firm's credit research team, is a member of the Investment Committee, and is responsible for loan trading. Andrew has over 20 years of experience in the leveraged finance market. Prior to Apex, he was a senior investment professional specializing in the leveraged loan market at various asset managers including Kingsland Capital Management, Katonah Capital and Rocwood Capital Management. He began his career as an Investment Banker in JPMorgan Chase's Media and Telecommunications group. Andrew received his B.B.A. from the Goizueta Business School at Emory University.


Research

Sarah A. Choi  |  Senior Vice President
Sarah A. Choi
Senior Vice President

Sarah has been with the firm since 2010. She is a research analyst responsible for coverage of the healthcare and media industries. Sarah has over 11 years of experience in the leveraged finance market. Before joining Apex she worked in Portfolio Management at Royal Bank of Scotland. Sarah received her B.S. from the Carroll School of Management at Boston College.


Keith J. Cullar  |  Senior Vice President
Keith J. Cullar
Senior Vice President

Keith is a research analyst responsible for coverage of the industrial, automotive, aerospace & defense, and transportation sectors. He joined the firm in 2010. Keith has over 11 years of experience in the leveraged finance market. Prior to Apex, he worked for CIT's Communications, Media, and Telecommunications lending group where he assisted in the due diligence and underwriting process for middle-market loans across a variety of industries. Keith received his B.A. from Boston College.


James F. Current  |  Senior Vice President
James F. Current
Senior Vice President

Jim has been with the firm since 2010. He is a research analyst responsible for coverage of the medical device, pharmaceutical, and financial service sectors. Jim has 13 years of experience in leveraged finance research, portfolio management and underwriting. Previous experience included distressed credit portfolio management at Laurus Capital and underwriting and origination at GE Capital on the Healthcare Sponsor Finance team. Jim received his B.S.E. in Biomedical Engineering and Electrical Engineering from Duke University and his M.B.A. from the University of Chicago Booth School of Business.


Daniel Tiro  |  Senior Vice President
Daniel Tiro
Senior Vice President

Dan is a research analyst with responsibility for coverage of the technology and telecommunications sectors. He has been with Apex or its predecessor since 2006. Prior to his role at Apex, Dan led an underwriting team at Jefferies Finance where he was responsible for arranging, executing, and investing in broadly syndicated and middle market leverage loan transactions. Dan received his B.S. in Finance and graduated Magna Cum Laude from Rutgers Business School.


Rebecca Cameron  |  Vice President
Rebecca Cameron
Vice President

Ruby is a research analyst responsible for coverage of building products & real restate, and business services sectors. She joined Apex in June 2015. Ruby has over 6 years of experience in the leveraged finance market. Prior to working at Apex she was an Associate Director at Babson Capital Management responsible for coverage of credits in the Retail, Entertainment, Consumer Products and Food and Beverage industries. Ruby graduated Summa Cum Laude from Emory University with a B.A. in Economics.


Sarthak Shah, CFA  |  Vice President
Sarthak Shah, CFA
Vice President

Sarthak joined the firm in 2013. He is a research analyst responsible for coverage of the consumer and retail sectors. Sarthak has over 10 years of leveraged finance experience including underwriting. Prior to Apex he was an Associate at PNC Bank, underwriting syndicated and bilateral leveraged loans for corporate borrowers and financial sponsors. Sarthak received his B.S. in Finance from Rutgers Business School - New Brunswick and is a CFA charterholder.


Russell B. Stevens  |  Vice President
Russell B. Stevens
Vice President

Russell has been with Apex since June 2015. He is a research analyst responsible for coverage of the energy and chemicals industries. Russell has over 9 years of experience in the leveraged loan market. Before joining Apex, Russell was an Investment Executive with CVC Credit Partners responsible for coverage of the Aerospace & Defense, Leisure, and Logistics sectors, as well as monitoring the firm's Structured Credit portfolio. Russell began his career as a Portfolio Analyst for CVC prior to becoming a Credit Analyst. He received his B.A. from Bowdoin College.


Terrance G. Balkaran  |  Associate
Terrance G. Balkaran
Associate

Terrance is a generalist analyst on the research team and joined Apex in 2019.  Previous experience includes First Eagle Private Credit.  Terrance graduated from Bentley University with a B.A. concentration in economics.


Dan Mena  |  Associate
Dan Mena
Associate

Dan covers the metals & mining, packaging, gaming, and leisure industries on our research team.  He joined Apex in 2019 and previous experience includes research roles at PGIM Fixed Income, S&P Capital IQ LCD, and CVC Credit Partners LLC.  Dan received his B.A. in economics from Wesleyan University.


James P. Steiger  |  Associate
James P. Steiger
Associate

James is research analyst and joined Apex in 2019 and covers the food and beverage and utilities industries. Prior to Apex he was an analyst with ZAIS Financial Group.  James received his B.B.A. from Monmouth University.


Kelly Chen  |  Analyst
Kelly Chen
Analyst

Kelly joined Apex in August 2018 and is an analyst on the research team covering restaurants as well as being a generalist. Prior to joining Apex, Kelly was a commercial lending analyst at UBS Investment Bank reviewing leveraged finance transactions. She received her B.S. in business administration from Northeastern University.


Operations

Morris W. Cohen  |  Senior Vice President
Morris W. Cohen
Senior Vice President

Morris joined Apex in February 2015 and heads our operations team. Morris has been in loan operations for over 21 years in various capacities. He previously worked in portfolio control and operations at CIFC Corp. and Callidus Capital Management, LLC. Morris received his B.S. in Finance from CUNY - Bernard M. Baruch College.


Lauren Eng  |  Associate
Lauren Eng
Associate

Lauren Eng is an operations analyst at Apex. Before joining Apex she was an analyst on the operations team at Jefferies Finance LLC. Lauren received her B.S. from the Fashion Institute of Technology.


Kyle Mahadeva  |  Analyst
Kyle Mahadeva
Analyst

Kyle Mahadeva is an analyst on the operations team of Apex. Before joining Apex in 2017 Kyle was an operations analyst at HPS Investment Partners, LLC. He has also worked at Fifth Street Asset Management Inc. and ClearPar, LLC as an analyst. Kyle received his B.B.A. and M.B.A. from the Hagan School of Business, Iona College.


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