Strategic Credit
Teamadmin2019-06-11T20:29:16+00:00
Firm Professionals
Dominic Nolan, CFA
JP Leasure
David Weismiller, CFA
Michael Marzouk, CFA
Brian Robertson, CFA
Bob Boyd
Ying Qiu, CFA
Rex Olson, CFA
Michael Long
Michael Lonia
Shalini Viswanathan, CFA
John Brueggemann
Tommy Zhang
Ronald Rangel
Edith Vargas
Andrew Ross, CFA
Valerie Chang
Michael Spitler, CFA
Scott Goldberg, CIMA®
Matthew Cecil
Megan Hyland
Claudia Flores
Experienced and Proven Investment Professionals
Our team of professionals in investments, client services, operations, compliance and support acts as a single, integrated unit. These highly qualified and motivated individuals provide the depth and strength required of a leading, performance-focused, institutional asset manager.
Dominic is a Senior Managing Director for Pacific Asset Management and part of the firm's Executive Committee. Dominic is head of institutional business development, product, and account management. Prior to joining Pacific Asset Management in 2008, Dominic was a director of institutional business at Lombardia Capital Partners. Prior to Lombardia Capital, he was Vice President and Product Manager for LM Capital Group. Mr. Nolan has over 19 years of industry and investment experience. He holds a bachelor's degree in business finance from CSU Fullerton and an MBA from the Anderson School of Management at UCLA. He is a CFA Charterholder and a member of the CFA Society of Los Angeles.
JP is a Senior Managing Director for Pacific Asset Management and a member of the firm's Executive Committee. JP is a Portfolio Manager for the Corporate (Bank) Loan Strategy and CLO Strategy. Prior to being a founding member of Pacific Asset Management in 2007, from 1997-2006, JP was a senior member of Pacific Life's credit research team overseeing investments in corporate bonds, high yield, and bank loan securities. Prior to joining Pacific Life, JP was a member of Credit Lyonnais' Leveraged Finance Group. JP has over 22 years of investment and banking experience and holds a bachelor's degree from the University of California, Los Angeles and an MBA from Columbia University.
David is a Managing Director for Pacific Asset Management. David is the lead Portfolio Manager for the Short Duration, Core Plus, and Investment Grade Strategies. David also has credit research responsibilities across select sectors. Prior to being a founding member of Pacific Asset Management in 2007, from 2002 to 2006, David was senior member of Pacific Life's credit research team overseeing investments in corporate bonds, high yield, and bank loan securities. Prior to joining Pacific Life, David was a Commercial Banking officer with Comerica responsible for investing in a portfolio of leveraged loans. He has over 21 years of investment and banking experience. He holds a bachelor's degree from the University of California, Santa Barbara and an MBA from the University of California, Irvine. David is a CFA Charterholder and member of the CFA Society of Los Angeles.
Michael is a Managing Director for Pacific Asset Management. Michael is a Portfolio Manager for the Corporate (Bank) Loan Strategy and CLO Strategy, along with Strategies that incorporate bank loan instruments. In addition, Michael has credit research responsibilities across select sectors. Prior to joining Pacific Asset Management in 2007, Michael worked in investment banking most recently as Vice President in the Leveraged Finance Group at Royal Bank of Scotland. During his tenure in investment banking, Michael's experience included leveraged buy-outs and merger and acquisitions advisory work. He received his B.A. summa cum laude in Business-Economics from UCLA and his MBA from the Anderson School of Management at UCLA. Michael is a CFA Charterholder and member of the CFA Society of Los Angeles.
Brian is a Managing Director for Pacific Asset Management. Brian is a Portfolio Manager for the Strategic Credit, High Yield, and Core Plus Strategies. In addition, Brian has credit research responsibilities across select sectors. Prior to being a founding member of Pacific Asset Management in 2007, from 2003-2006, Brian was a member of Pacific Life's securities division overseeing investments in corporate bonds, high yield, and bank loan securities. Brian has over 15 years of investment experience. He holds a bachelor's degree from the University of Michigan. Brian is a CFA Charterholder and member of the CFA Society of Orange County.
Bob is a Managing Director for Pacific Asset Management. He serves as the firm's Head of Credit Research and is a Portfolio Manager for the High Yield Bond Strategy and CLO Strategy. In addition, Bob has credit research responsibilities across select sectors. Prior to joining Pacific Asset Management in 2012, from 1998-2012, Bob was a Portfolio Manager and credit analyst with PIMCO. Bob has over 20 years of investment experience, focused on leveraged finance, credit analysis, and structured products. He holds a bachelor's degree from California State University, Long Beach and an MBA from the University of Southern California.
Ying is a Managing Director for Pacific Asset Management. She is a co-portfolio manager on various investment grade portfolios. In addition, Ying has credit research responsibilities focusing on Asset-Backed Securities (ABS). Prior to joining Pacific Asset Management, Ying was with PIMCO for 8 years, where she was a Senior Vice President, portfolio manager and trader for both investment grade corporate and ABS. Prior to that, she worked at ING Investment Management for 9 years and was an ABS portfolio manager and trader. Ying has 19 years fixed income investment experience, is a CFA Charterholder, and holds a bachelor's degree from Renmin University of China and an MBA from Emory University.
Rex is a Senior Managing Director for Pacific Asset Management and is responsible for credit research. Prior to be being a founding member of Pacific Asset Management in 2007, from 1999-2006 Rex was formerly head of credit research for Pacific Life's portfolio of corporate bonds, high-yield, and bank loan securities. Prior to that, Rex held portfolio management and analyst positions at GE Capital and Transamerica. Rex has over 31 years of investment and banking experience and holds a Bachelor of Science degree and an MBA from the University of Southern California. He is a CFA Charterholder.
Michael is a Managing Director for Pacific Asset Management and is responsible for credit research. Prior to joining Pacific Asset Management in 2008, from 1994-2007, Michael was a portfolio manager and credit analyst for Pacific Life's portfolio of corporate bonds, high yield, and bank loan securities. Michael has over 34 years of experience in the financial and securities industry, including past investment analyst positions at Franklin Resources, Bradford and Marzec, and Great Northern Annuity. Michael holds a bachelor's degree in Economics from the University of California, Davis and an MBA from Pepperdine University.
Michael is a Managing Director for Pacific Asset Management. He serves as the firm's Head of Trading overseeing all trading initiatives. Prior to being a founding member of Pacific Asset Management in 2007, Michael was a member of Pacific Life's Operations team where he was responsible for trade reconciliation, processing various derivative products, and corporate actions. He has over 15 years of investment and trading experience. Michael holds a bachelor's degree in both finance and operations management from the University of Delaware and has an MBA at the University of California, Irvine.
Shalini is a Senior Analyst for Pacific Asset Management, responsible for credit research. Prior to joining Pacific Asset Management, Shalini spent four years as a High Yield Credit Analyst for First Western Capital Management. Prior to First Western Capital Management, she worked as a Senior Credit Analyst in the middle market commercial lending group of Comerica Bank. Shalini holds a bachelor's degree in Commerce from Madras University – Stella Maris College and an MBA from the Anderson School of Management at University of California, Los Angeles. She is a CFA Charter holder and a member of the CFA Society of Los Angeles.
John is an Analyst for Pacific Asset Management, responsible for credit research. Prior to joining Pacific Asset Management, John spent two years as a Junior Investment Analyst in the Alternative Investment Management group, a division of Principal Investments within Wells Fargo Securities, where he helped invest in a portfolio of leveraged loans and high yield bonds. John graduated from the University of Arizona where he received a Bachelor's of Science in Business Administration with an emphasis in Finance.
Tommy is an Analyst for Pacific Asset Management, responsible for credit research. Prior to joining Pacific Asset Management, Tommy spent two years at Goldman Sachs, where he worked as an Associate in the Debt Underwriting Group. At Goldman, he was involved in the underwriting and origination of relationship loans for consumer retail and healthcare clients. Prior to Goldman, Tommy was an Associate in KPMG's Advisory practice. Tommy holds a bachelor's degree in Economics from the University of California, Los Angeles, and is a Certified Public Accountant (inactive).
Ronnie is an Analyst for Pacific Asset Management, responsible for credit research. Prior to joining the firm full-time, Ronnie was a credit analyst intern for a year while completing his undergraduate degree. Ronnie received his B.A. cum laude, Beta Gamma Sigma in Business Administration-Finance from the Mihaylo College of Business and Economics at California State University, Fullerton. While at Cal State Fullerton, Ronnie was a member of the Applied Security Analysis Program (ASAP) and President of the Student Managed Investment Fund.
Edith is an Analyst for Pacific Asset Management, responsible for credit research. Prior to joining the firm full-time, Edith was a credit analyst intern for six months while completing her undergraduate degree. Edith graduated from California State University, Fullerton where she received a bachelor's degree in Business Administration with a concentration in Finance from the Mihaylo College of Business and Economics. While at Cal State Fullerton, Edith was a member of the Applied Security Analysis Program (ASAP).
ANDREW ROSS, CFA, FRM, CAIA
Andy is a Senior Director for Pacific Asset Management, responsible for investment risk management and structured product analysis. Prior to joining Pacific Asset Management, Andy spent 7 years at PAAMCO, where he served as a portfolio manager on the firm's hedge fund and fixed income offerings, was a member of the firm's Portfolio Construction Group, and covered investments in structured credit. Prior to this, he worked at IndyMac Bank (now part of CIT), with responsibilities in analyzing balance sheet credit risk, trading, and loan portfolio management. Andy has more than 13 years of investment and banking experience. He graduated from Dartmouth College with a BA in Economics and received his MBA with honors from The University of Chicago Booth School of Business with a concentration in Analytic Finance. He is a CFA Charterholder and has also earned the FRM, CAIA, and CQF designations.
Valerie is a Trading Assistant and Product Analyst for Pacific Asset Management. Her primary responsibility is assisting with trade execution, allocation, analytics and reporting within our bank loan and CLO strategy. Valerie received a dual bachelor's degree in Economics and Business Administration, with an emphasis in Finance from the Argyros School of Business and Economics at Chapman University. While at Chapman University, Valerie was also part of the Student Managed Investment Fund and the university's Research Challenge program.
Michael is a Senior Director for Pacific Asset Management, responsible for institutional business development, product, and account management. Prior to joining Pacific Asset Management in 2011, from 2004-2010, Michael was a fixed income product and account manager for the Macquarie Funds Group in Los Angeles. Michael holds a BS in Business from Sacramento State University and completed part of his undergraduate coursework at the London School of Economics and the University of Pittsburgh's foreign study program. He has over 15 years of industry experience and is a CFA Charterholder and member of the CFA Society of Los Angeles.
SCOTT GOLDBERG, CIMA®, CAIA
Scott is a Senior Director for Pacific Asset Management, responsible for institutional business development, product and account management. Prior to joining Pacific Asset Management in 2017, Scott was responsible for institutional intermediary and strategic account relationships at RidgeWorth Investments. Prior to RidgeWorth, he held senior business development positions at Hartford Funds and Old Mutual Asset Management. He began his investment career with Trusco Capital Management, a firm whose assets reached $70 billion and was the predecessor entity to RidgeWorth Investments. Scott has a Bachelor's degree in Business Administration from Emory University and an MBA with an emphasis in Finance from Georgia State University. He has over 15 years of industry experience and earned both the Certified Investment Management Analyst® certification and the Chartered Alternative Investment Analyst® designation.
Matt is a Director for Pacific Asset Management, responsible for institutional business development, product, and account management. Prior to joining Pacific Asset Management in 2015, Matt spent several years at PIMCO where he serviced institutional clients and was a member of compliance teams overseeing the firm's 40-Act and ETF accounts. Prior to PIMCO, Matt's experience including financial advisory with Wells Fargo Advisors and American Express. Matt has over 13 years of industry experience. He has received a BA from Biola University and an MBA from the Paul Merage School of Business at the University of California, Irvine.
Megan is a Senior Associate for Pacific Asset Management, where she is part of the business development and account management team. Prior to joining Pacific Asset Management, Megan was with State Street in Boston as a Mutual Fund Compliance Administrator, where she monitored and reviewed all SEC, CFTC, IRS, Prospectus, and SAI compliance. Megan received a bachelor's degree in Business Administration from San Diego State University, with an emphasis in Finance.
Claudia is an Associate for Pacific Asset Management, where she is part of the business development and account management team. Prior to joining Pacific Asset Management, Claudia was with Goldman Sachs for 4 ½ years and spent time in Dallas working as an Operations Analyst, Salt Lake City within the Investment Banking division as an Industrials Knowledge Management Associate. Her last role was in Irvine with Ayco, a subsidiary of Goldman Sachs. Claudia received her Bachelor of Science in Finance from the University of Arizona.
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