Leadership

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.

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.