Oak Branch Advisors builds value for our clients by enabling strategic asset transparency in support of critical investment decisions and proactive asset administration.
We specialize in providing clarity and relevance to complex credit instruments across specialty finance sectors.
Chad Burhance, Chief Executive Officer
Mr. Burhance is CEO of Oak Branch Advisors and is also a member of Oak Branch’s Senior Management Committee. Oak Branch Advisors is the leading provider of outsourced technology and operations services to the Private Debt industry. With 29 years’ diverse experience across trading, risk management, and credit analysis, Mr. Burhance leads a team of professionals supporting investment managers, insurance companies, as well as institutional investors as they deploy capital through various lending products. Oak Branch Advisors partners with its clients to enable them to build scale, increase efficiencies and reduce costs. Services include: Transaction cash flow and covenant monitoring, loan agency services, analytics, portfolio monitoring and surveillance.
Mr. Burhance has built a career identifying complex problems within the financial services industry and leveraging technology and process to streamline workflows, deliver scale and increase transparency. Prior to Oak Branch Advisors, Mr. Burhance built and managed diverse financial risk management and credit businesses in both public and private companies including NewOak Credit Services, State Street Corporation, Lehman Brothers, Citigroup, and UBS.
Bryan Boyer, Chief Technology Officer
Mr. Boyer is Chief Technology Officer for Oak Branch Advisors and is also a member of Oak Branch’s Senior Management Committee. Mr. Boyer has more than 30 years of experience in the securities and banking industries covering the design and implementation of many online and large scale database applications and services. He is responsible for development and deployment of the financial technology application solutions utilized by Oak Branch’s business units and clients.
Prior to joining Oak Branch, he was Chief Technology Officer of the Financial Technology Solutions practice at NewOak. Mr. Boyer was Director of Risk Technology with State Street’s Alternative Investment Solutions (AIS) group with oversight of the architecture of Global Risk Services to hedge funds and institutional investors. Before joining State Street, Mr. Boyer worked with Alternative Investment Technology Outsourcing where he was Vice President of Technology Services and chief architect for risk services products and custody management systems for Clearstream Banking.
Yuri Yoshizawa, Chief Innovation and Product Officer
Ms. Yoshizawa serves as the Head of Private Credit Solutions and is also a member of Oak Branch’s Senior Management Committee. She is responsible for the execution and delivery of a variety of engagements focused on providing clients with business process, technology, and advisory solutions. With 30 years of experience, Ms. Yoshizawa has a breadth of experience across Credit, Structured Finance, and Enterprise Wide Risk Management. Prior to Oak Branch, Ms. Yoshizawa spent 11 years at Moody’s Investors Service and was the Global Head of Structured Product Ratings. Prior to Moody’s, Ms. Yoshizawa worked in various roles focused on credit and risk management at PwC and Reuters LPC. Ms. Yoshizawa earned her Bachelor of Arts degree from Stanford University.
Jean Langan-Viotto, Managing Director, Head of Credit
Ms. Langan-Viotto leads a team that executes affirmative reviews, compliance reviews, and rebuttal re-underwriting litigation assignments for global and regional banks, credit unions, and originators. With over 22 years of experience, Ms. Langan-Viotto has a breadth of experience across mortgage products (Residential Mortgage-Backed Securities and whole loans), credit underwriting, and managing large teams. Prior to Oak Branch, Ms. Langan-Viotto managed 150 contract reviewers for an OCC consent order for Bank of America’s default servicing. Ms. Langan-Viotto was also the Operations Manager for Bear Stearns’ jumbo mortgage conduit – including underwriting, document review, customer service, servicing, sales support, negotiation of buy/sell side purchase agreements, and the negotiation of Mortgage Putback loans. She has also held roles at leading financial services firms. Ms. Langan-Viotto earned her Bachelor of Science degree from the University of Connecticut.
Dan Hevesi, Executive Managing Director
Mr. Hevesi serves as Chief Business Development Officer. He is responsible for sales, marketing, distribution channels, and driving new business relationships for Oak Branch’s private credit solutions. With over 25 years of alternative investment industry experience, Mr. Hevesi previously served as Director of Business Development for HedgeServ Corporation. Mr. Hevesi also served as Director of Business Development for Third Point Capital. He founded Praetorian Securities, an SEC registered broker dealer that raised capital for prominent alternative investment funds, including Catterton Partners (now L Catterton), currently the largest consumer-focused private equity firm in the world. Earlier in his career Mr. Hevesi became the youngest elected member of the New York State Senate. He earned his bachelor’s degree from Queens College, City University of New York and Master’s degree in Public Affairs/Administration from Columbia University’s School of International and Public Affairs.
Guy Maurice, Managing Director
Mr. Maurice focuses on cultivating new business opportunities. With over 16 years of experience, Mr. Maurice has developed expertise in strategy, business development, and operational execution within the hedge fund and consulting industries. Prior to Oak Branch, Mr. Maurice served as an executive member of several operating businesses. He previously managed an analytics team for alternative investment manager MKP Capital Management and also worked as a Residential Mortgage-Backed Securities ratings analyst at Standard & Poor’s. Mr. Maurice is licensed to practice law in the states of New York and Connecticut. He earned his bachelor’s degree from Columbia University and is a graduate of the University of Virginia’s School of Law and Darden Graduate School of Business.
Seth Herring, Director
Mr. Herring serves as the Head of Project Management. With over 11 years of experience, Mr. Herring specializes in Big Data management and providing Fintech solutions to solve clients’ needs. Prior to Oak Branch, Mr. Herring worked in the hospitality industry. He earned his bachelor’s degree from Boston University.
Devon Avallone-Graves, Director
Ms. Avallone-Graves serves as a Director and the Head of Quality Assurance. Over the last 10 years, Ms. Avallone-Graves has worked in various areas of the real estate industry and specializes in providing project management services and litigation solutions to clients. Prior to joining Oak Branch in 2018, Ms. Avallone-Graves worked as an attorney practicing in real estate and litigation, representing developers, financial firms, and small businesses. Before attending law school, Ms. Avallone-Graves worked as a lender-side foreclosure and loss mitigation paralegal. Ms. Avallone-Graves graduated from Brooklyn Law School in 2015 and holds a bachelor’s degree in Psychology from Bucknell University.