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Gladstone Management Employees

David Gladstone Chairman of the Board of Directors and Chief Executive Officer
Terry Lee Brubaker Vice Chairman and Chief Operating Officer
David Dullum
Director, President and Senior Managing Director
Robert Cutlip President and Senior Managing Director
Buzz Cooper Managing Director, Real Estate
Chris Daniel Managing Director, Private Finance
John W. Freal Managing Director, Private Finance
Laura Gladstone Managing Director, Private Finance
Lud Kimbrough
Managing Director, Investment Management
David Meier Managing Director, Private Finance
Robert Pierce Managing Director, Private Finance
John Sateri
Managing Director,Private Finance

Jennifer Simpson Managing Director, Private Finance
Paula Novara Head of Resources Management
Michael Beckett Director, Private Finance
Greg Bowie Director, Private Finance
Blair Gertmenian Director, Private Finance
Erika Highland Director, Private Finance
M. Kipp Kranbuhl Director, Private Finance
Kyle Largent Director, Private Finance
Chris Lee Director, Private Finance
Matt Tucker Director, Real Estate
Marshall Earl Principal, Private Finance
Bill Frisbie Principal, Real Estate
Jason Kowalski Principal, Real Estate
Charlie Manry Principal, Private Finance
Kelly Simmers Principal, Private Finance
Kristina A. Wilmer Principal, Private Finance
Brandon Flickinger Senior Associate, Real Estate
Jack Vander Leeuw Associate, Private Finance
Irene Stucke Senior Analyst
Peter Roushdy Senior Analyst
Arielle Katz Analyst

Jarrett Wood

 

Analyst

Christie Cardinale Real Estate Portfolio Administrator
Michael Meyer Real Estate Portfolio Manager
Pamela Keene Senior Portfolio Coordinator
Rachel Lopes Marketing Assistant

 

 

Gladstone Administration Employees –Affiliate Providing Administrative Services


Jay Beckhorn


Managing Director, Finance &

Assistant Treasurer



Jack Dellafiora

Chief Compliance Officer

Chief Financial Officer & Treasurer

(Gladstone Management & Gladstone Administration)

Catherine Edmunds
Associate Internal Counsel

Danielle Jones
Chief Financial Officer & Treasurer
(Gladstone Commercial)
Jonathan Kaloyanides

Senior Accountant

(Gladstone Investment)

Marianne Kreizman Staff Accountant
Michael LiCalsi

Internal Counsel & Secretary
Geoff Lyle
Accounting Manager
(Gladstone Management & Gladstone Administration)
Karin McLaughlin


Investor Relations

 

Melissa Morrison
Chief Accounting Officer
(Gladstone Capital)
Lewis Parrish
Controller
(Gladstone Investment)
Malinda O. Plumer

Corporate Paralegal
Amie Sarr

Staff Accountant
Nicola Stewart
Accounting Manager
(Gladstone Capital)

David Watson

Chief Financial Officer & Treasurer
(Gladstone Capital & Gladstone Investment)

Kevin Young

 

Legal & Compliance Document Specialist



 

 

 

Jay Beckhorn

 

Jay Beckhorn

Managing Director, Finance & Assistant Treasurer

703-287-5823

1521 Westbranch Dr., Ste 200, McLean, VA 22102

Mr. Beckhorn joined Gladstone in January 2013.  He currently serves as Managing Director, Finance of Gladstone Commercial; his focus is debt finance.

Jay has 26 years of real estate finance experience.  Prior to joining Gladstone, he was a Regional Director with Heavenrich & Co., an M&A group that serves the senior’s housing industry. He helped the firm’s clients recapitalize their companies by arranging joint ventures with private equity groups, sale lease-back transactions with REITs and loans from banks and agencies.  Before Heavenrich, Mr. Beckhorn served as a Senior Vice President with Sunrise Senior Living where he secured debt financing to support the company’s development, acquisition, and joint venture activities.  Additionally, he worked for the Riggs Bank in a variety of real estate related capacities including Managing Director and Senior Asset Manager for the Multi-Employer Property Trust.  He started his real estate career with Kettler, a Washington, D.C. area real estate developer.

Jay earned an MBA from Duke University’s Fuqua School of Business and a BA from Colgate University. 

 

Michael Beckett

 

Michael Beckett

Director, Private Finance

703-287-5832

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mike joined Gladstone in March 2005 as an Associate. Prior to joining Gladstone, he was an Analyst for MCG Capital from June 2001 to March 2005. Mr. Beckett earned a Master of Business Administration degree from the Georgetown University's McDonough School of Business in 2001 and a Bachelor of Science in Accounting from Syracuse University in 1993. Mr. Beckett is a Certified Public Accountant and a member of the AICPA and of the Massachusetts Society of CPAs.

Greg Bowie

 

Greg Bowie

Director, Private Finance

703-287-5834

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Bowie joined Gladstone in October 2004 as an Associate. Prior to joining Gladstone, he was an Associate in Citigroup's Global Corporate and Investment Bank in New York from August 2003 to September 2004. Prior to Citigroup, he flew the S-3B Viking aircraft for the U.S. Navy as a Naval Flight Officer from 1994-2001. Mr. Bowie has an MBA from Georgetown University's McDonough School of Business and a BA in International Affairs from George Washington University's Elliott School of International Affairs.

Terry Lee Brubaker

 

Terry Lee Brubaker

Vice Chairman and Chief Operating Officer

804-776-8375

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Brubaker has been Vice Chairman and Chief Operating Officer since April 2004. Previously, he was our President and Chief Operating Officer since May 2001. Beginning in March 1999, Mr. Brubaker was a founder, and past Chairman of Heads Up Systems, a company providing process industries with leading edge technology. From 1996 to 1999, Mr. Brubaker served as Vice President of the paper group for the American Forest & Paper Association. From 1992 to 1995, Mr. Brubaker served as President of Interstate Resources, a pulp and paper company. From 1991 to 1992, Mr. Brubaker served as President of IRI, a radiation measurement equipment manufacturer. From 1981 to 1991, Mr. Brubaker held several management positions at James River Corporation, a forest and paper company, including Vice President of Strategic Planning from 1981 to 1982, Group Vice President of the Groveton Group and Premium Printing Papers from 1982 to 1990 and Vice President of Human Resources Development in 1991. From 1976 to 1981, Mr. Brubaker was Strategic Planning Manager and Marketing Manager at Boise Cascade. Previously, Mr. Brubaker was a Senior Engagement Manager at McKinsey & Company from 1972 to 1976. Mr. Brubaker holds a MBA degree from the Harvard Business School and a BSE from Princeton University.

Christie Cardinale

 

Christie Cardinale

Real Estate Portfolio Administrator

703-287-5850

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Ms. Cardinale joined Gladstone at the end of 2012.  She holds a diverse background in both legal and real estate industries.  Prior to joining Gladstone, she managed the operations of a local real estate company in VA .  There she managed the real estate transactions of more than 50 sales agents from conception to closing.  She also worked as a real estate agent mainly serving the Arlington, Alexandria, and Fairfax areas. Before entering the real estate industry, Ms. Cardinale worked in the legal field.  She earned a BS with a concentration in Marketing Management in 2008 from Siena College in Loudonville, NY.  Ms. Cardinale is a Licensed Realtor in VA & DC as well as a Notary Public for the Commonwealth of Virginia.

 

Buzz Cooper

 

Buzz Cooper

Managing Director, Real Estate

703-287-5815

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Cooper has been a Managing Director or Principal since June 2001. From 1986 to 2000, Mr. Cooper served as a Senior Vice President or Principal of Allied Capital Corporation and its affiliate funds. At Allied Capital, Mr. Cooper was responsible for identifying, sourcing, underwriting, managing, financing and servicing all forms of commercial real estate. During his time at Allied Capital, Mr. Cooper also administered an investment portfolio of over $250 million. Mr. Cooper holds a BA from Washington and Lee University.

Robert Cutlip

 

Robert Cutlip

President and Senior Managing Director of Gladstone Commercial Corporation

703-287-5878

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Cutlip joined Gladstone in June of 2012. He currently serves as President and Senior Managing Director of Gladstone Commercial focusing on real estate acquisitions. Bob has extensive experience sourcing opportunities and development transactions throughout the United States.

Prior to joining Gladstone, Bob was a Managing Director at Sealy & Company, LLC in Atlanta. Mr. Cutlip was also a founding principal of Attentus Advisors, a real estate advisory consulting firm, in January 2009. Bob has over 27 years of experience sourcing acquisitions, underwriting, negotiating and executing development transactions and overseeing asset management plan execution. Bob is a member of the National Association of Industrial Office Properties (NAIOP). At NAIOP, he has held a number of positions including National Chairman and Chairman. He is also currently a member of NAIOP's Industrial Forum. Mr. Cutlip holds an MBA in Finance from University of Southern California, MS in Civil Engineering from Vanderbilt University and a BS in Civil Engineering from the U.S. Air Force Academy.

 

Chris Daniel

 

Chris Daniel

Managing Director, Private Finance

703-462-1021

1600 Rosencrans Avenue, Media Center, 4th Floor, Manhattan Beach, CA 90266

 

Mr. Daniel joined The Gladstone Companies in July 2011. He currently serves as a Managing Director in our Los Angeles, CA office focusing on debt and equity investments in privately held companies. Mr. Daniel has extensive experience in sourcing, structuring, negotiating and managing debt and equity transactions for middle market companies. Prior to joining Gladstone, Mr. Daniel was a Managing Director of Churchill Financial Group, a $2 billion commercial finance company providing capital to middle market companies. Prior to this, Mr. Daniel was a Managing Director of Praesidian Capital, a $160 million private fund focused on mezzanine investing and was a Principal of Windjammer Capital Investors, a $800 million family of private funds focused on mezzanine and equity investing. Earlier in his career Mr. Daniel worked in the leveraged buyout finance group of Citicorp Securities and was a consultant for Kenneth Leventhal and Company (now Ernst & Young) in the management services group. Mr. Daniel has been active on numerous private company boards and is currently Chairman of a third party logistics company and a Director of an automotive emissions testing company. Mr. Daniel received a BA in Economics from the University of California, Los Angeles (UCLA) and obtained an MBA in Finance from the Anderson School at UCLA.

Jack Dellafiora

 

Jack Dellafiora

Chief Compliance Officer

703-287-5872

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Dellafiora joined Gladstone in September 2007 as Chief Compliance Officer. Previously, Mr. Dellafiora held management roles in regulatory compliance, financial and operational risk management, financial reporting, and enterprise data management with Fannie Mae. Prior to that he lead attestation engagements for BDO Seidman where he worked on a diverse set of client industries. Mr. Dellafiora has also provided strategic and financial services for an alternative energy developer. Mr. Dellafiora is a MBA from the University of Maryland 's Smith School of Business and a CPA with a BBA in Accountancy from the University of Notre Dame.

David Dullum

 

David Dullum

Director, President and Senior Managing Director of Gladstone Investment Corporation

703-287-5891

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Dullum joined The Gladstone Companies in February 2008. He currently serves as President of Gladstone Investment corporation and Senior Managing Director focusing on debt & equity investments. Mr. Dullum has extensive experience in equity investing and middle market buyouts.

Prior to joining Gladstone, Mr. Dullum was a General Partner of a Chicago based Frontenac Company, from 1976 to 1990. He currently serves as a General Partner of New England Partners, a Boston based private equity fund. Mr. Dullum was also the President and Director of Harbor Acquisition Corp., a Special Purpose Acquisition Corporation listed on AMEX. Mr. Dullum is a former member of the Board of Governors and the Chairman of the National Association of Small Business Companies (NASBIC) and a Trustee of the Stanford Business School Trust. Mr. Dullum received a MBA from the Stanford Graduate School of Business and a BME from the Georgia Institute of Technology.

Marshall Earl

 

Marshall Earl

Principal, Private Finance

703-287-5845

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Earl joined Gladstone in December 2005 as an Analyst. Prior to joining Gladstone, he served as a telecommunications engineer in WorldCom's Internal Requirements group from December 1999 to November 2002. Mr. Earl earned his MBA from Virginia Commonwealth University and holds a BA in History from The College of William and Mary.

Brandon Flickinger

 

Brandon Flickinger

Senior Associate, Real Estate

703-287-5819

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Flickinger joined Gladstone in April 2011 as an Associate. Prior to joining Gladstone, he was a Vice President in Jones Lang LaSalle’s Real Estate Investment Banking group from March 2006 to March 2011. Prior to Jones Lang LaSalle, he was a Senior Analyst in the Transaction Consulting Group at Cushman & Wakefield. From 2001 to 2004, he was an Associate in Alliance Capital Management’s fixed income department. Mr. Flickinger earned an MBA from the Fordham University Graduate School of Business Administration and a BBA from James Madison University.

John W. Freal

 

John W. Freal

Managing Director, Private Finance

703-287-5805

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Freal joined the firm in February 2002 from American Capital Strategies, where he was a Managing Director. From 1995 through 1997 he was a private investor and financial consultant. From 1989 to 1995, Mr. Freal was President of RDS Capital Partners, a private merchant banking company that he co-founded to acquire middle-market commercial and industrial companies. Prior to founding RDS, he was employed by several Washington D.C. area and Philadelphia banks as a Loan Officer providing general corporate and buyout financing to middle-market and national companies. Mr. Freal received both undergraduate and graduate degrees in Business from George Mason University.

Bill Frisbie

 

Bill Frisbie

Principal, Real Estate

703-287-5839

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Frisbie joined the firm as an Associate in June 2006. Prior to joining Gladstone, he served as a Financial Analyst in the Treasury Department at American Capital Strategies, Ltd from 2000 to 2004. Mr. Frisbie received his MBA from the Darden School of Business at the University of Virginia in 2006 and his BA from the University of Virginia in 1999.

Blair Gertmenian

 

Blair Gertmenian

Director, Private Finance

212-792-4183

245 Park Ave, New York, New York 10167

 

Mr. Gertmenian joined Gladstone in July 2005. Prior to joining Gladstone, Mr. Gertmenian worked as a financial Analyst in J.P. Morgan's Global Mergers & Acquisitions Group from 2003 to 2005, where he provided advisory services to both public and private companies. In 2002, he joined J.P. Morgan's Middle Market Financial Sponsors Group. Mr. Gertmenian holds a BSBA with a concentration in finance from Georgetown University where he graduated Cum Laude.

David Gladstone

 

David Gladstone

Chairman of the Board of Directors and Chief Executive Officer

703-287-5858

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Gladstone is the founder of Gladstone Capital Corporation, Gladstone Commercial Corporation and Gladstone Investment Corporation and has been our Chief Executive Officer since inception. From August 1997 to August 2001, Mr. Gladstone served as Chairman or Vice Chairman of American Capital Strategies, a publicly-traded leveraged buyout fund and mezzanine debt finance company. From 1974 to February 1997, Mr. Gladstone held various positions, including Chairman and Chief Executive Officer, with Allied Capital Corporation, Allied Capital Corporation II, Allied Capital Lending Corporation, Allied Capital Commercial Corporation and Allied Capital Advisors Inc. The Allied companies were the largest group of publicly-traded mezzanine debt funds and were managers of two private venture capital limited partnerships. From 1992 to 1997, Mr. Gladstone served as a Director, President and Chief Executive Officer of Business Mortgage Investors, a private mortgage REIT managed by Allied Capital. Mr. Gladstone served as a Director of The Riggs National Corporation (the parent of Riggs Bank) from 1993 to May 1997 and of Riggs Bank from 1991 to 1993. He has served as a Trustee of The George Washington University and currently is a Trustee Emeritus. He is a past member of the Listings and Hearings Committee of the National Association of Securities Dealers, Inc. He is a past member of the Advisory Committee to the Women's Growth Capital Fund, a venture capital firm that finances women-owned small businesses. Mr. Gladstone was the managing member of The Capital Investors, a group of angel investors, and is currently a member Emeritus. He is also the Chairman and owner of Gladstone Land Corporation a private land holding company in California. Mr. Gladstone is also a past Director of Capital Automotive REIT, a real estate investment trust. Mr. Gladstone holds a MBA from the Harvard Business School, a MA from American University and a BA from the University of Virginia. Mr. Gladstone has coauthored two books on financing for small and medium sized businesses, Venture Capital Handbook and Venture Capital Investing published by Prentice Hall.

Laura Gladstone

 

Laura Gladstone

Managing Director, Private Finance

212-792-4187

245 Park Ave, New York, New York 10167

 

Ms. Gladstone has been with The Gladstone Companies since August 2001. She serves as a Managing Director of our New York office where she works with our mezzanine debt and syndicated loan team.

Prior to joining the firm, Ms. Gladstone worked as an Associate in equity research at ING Barings, where she was responsible for covering companies in the telecommunications industries. Ms. Gladstone also worked for Salomon Smith Barney as an Assistant Analyst in equity research and HSBC, an international bank, as an analyst in Buenos Aires, Argentina. She received her BBA from The George Washington University. She is the coauthor of two books on lending to small business: Venture Capital Handbook and Venture Capital Investing, both published by Prentice Hall.

Erika Highland

 

Erika Highland

Director, Private Finance

703-287-5840

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Ms. Highland joined Gladstone as an Associate in August 2005. Prior to joining Gladstone, she was an Account Executive at Wells Fargo Retail Finance where she was responsible for managing and monitoring a portfolio of senior secured loans to national and regional retail chains. From July 2001 through June 2003, she worked as a financial Analyst in A.G. Edwards' Investment Banking Division. Ms. Highland holds a BS in Business Administration with a concentration in Finance from Boston College.

Danielle Jones

 

Danielle Jones

Chief Financial Officer, Gladstone Commercial Corporation

703-287-5853

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Ms. Jones joined our firm in July 2004. Prior to joining Gladstone, Ms. Jones served as a Corporate Accountant for AvalonBay Communities, Inc. Ms. Jones has also worked for American Express Tax & Business Services. Ms. Jones is a CPA with the Commonwealth of Virginia and holds a BBA from James Madison University.

Jonathan Kaloyanides

 

Jonathan Kaloyanides

Director, Private Finance

703-587-5882

1521 Westbranch Dr Ste 100 McLean, VA 22102

 

Mr. Kaloyanides joined Gladstone in April of 2013 as a Senior Accountant. Prior to joining the Gladstone Companies, Mr. Kaloyanides worked for PricewaterhouseCoopers for approximately four years.  He holds a MSA from Northeastern University and a BS in Accounting from Stonehill College.  He is a CPA for the Commonwealth of Massachusetts. 

 

Arielle Katz

 

Arielle Katz

Analyst

703-287-1015

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Ms. Katz joined Gladstone in July 2012. Prior to joining Gladstone, she worked as an Analyst in the Financial Institutions Group at J.P. Morgan where she focused on capital raising and advisory services for the specialty finance and asset management sectors. Ms. Katz earned a BBA with concentrations in Finance and Consulting from Emory University's Goizueta Business School in May 2010.

 

Pamela Keene

 

Pamela Keene

Senior Portfolio Coordinator

703-287-5842

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Ms. Keene joined Gladstone as our Portfolio Management Coordinator in 2002. Her background includes diverse experience in business management and sales most recently with Xerox Corporations and she cofounded and managed Virginia's 41st winery. She holds a Master's Degree from George Washington University.

Lud Kimbrough

 

Lud Kimbrough

Managing Director, Investment Management

804-876-4169

18 West Franklin Street, Richmond, VA 23220

 

Mr. Kimbrough joined The Gladstone Companies in September 2008 as a Managing Director for the Portfolio Management group and opened our Richmond office for the firm. With 30 years of experience in operations, management consulting, and M&A transactions, he concentrates on portfolio management and new business development in central Virginia. Prior to joining the firm he was a Managing Director of Windward Advisors, an investment banking firm and advisor to lower middle-market companies. Before Windward, Mr. Kimbrough spent eight years as a management consultant to process manufacturing companies as President of Heads Up Systems. He was President of Alliance Agronomics, an agriculture consulting and services firm, from 1996-1998. Prior to Alliance he was Vice President and Group Executive of the Consumer Specialties Division of James River Corporation, a paper manufacturer where he served in various capacities over 15 years, including responsibility for Corporate Development. He began his career in production at a family-owned manufacturing firm. He received his MBA from Virginia Commonwealth University and his BS from Tufts University.

Jason Kowalski

 

Jason Kowalski

Principal, Real Estate

703-287-5895

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Kowalski joined Gladstone in August 2006 as an Associate. Prior to joining Gladstone, he was a Manager in Capital One's Treasury Strategy group from August 2003 to July 2006. Prior to Capital One, he was an investment banking Associate in the Consumer/Retail group at Banc of America Securities from August 2001 to April 2003. From 1994 to 1998, he was a Consultant with Price Waterhouse's Management Consulting Services group. Mr. Kowalski earned an MBA from the UCLA Anderson School of Management and a BSE in Civil Engineering and Operations Research from Princeton University.

M. Kipp Kranbuhl

 

M. Kipp Kranbuhl

Director, Private Finance

703-287-5841

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Kranbuhl joined The Gladstone Companies in March 2005. He currently serves as a Director in our McLean, VA Headquarters focusing his efforts on debt and equity investments in health care services, business services, and industrial products and services companies for the Gladstone Investment and Gladstone Capital funds.

Prior to joining Gladstone, Mr. Kranbuhl worked for Petra Capital Partners in Nashville, TN providing private equity and debt capital to growth companies throughout the United States. While at Petra, Mr. Kranbuhl worked for Wheat First Butcher Singer in Richmond, VA as an analyst in the investment banking division, where we structured and completed mergers and acquisitions as well as equity and convertible debt offerings. Mr. Kranbuhl also served as a summer associate for the Overseas Private Investment Corporation where he worked in the project finance group providing debt capital for global expansion projects of United States-based corporations.

Mr. Kranbuhl earned a BA from Duke University and received his MBA from the University of Michigan Business School.

 

Marianne Kreizman

 

Marianne Kreizman

Staff Accountant

703-287-5851

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Ms. Kreizman joined our firm in July 2012 as a Staff Accountant. Prior to joining Gladstone, Ms. Kreizman worked at Tandberg, which was later purchased by Cisco Systems, as an Accounts Receivable Specialist. Ms. Kreizman has also held corporate accounting roles at Prudential Insurance and Investors Underwriting Managers, Inc., both insurance companies located in New Jersey. Ms. Kreizman earned a BS in Business Administration with a concentration in Accounting from Monmouth University.

 

Kyle Largent

 

Kyle Largent

Director, Private Finance

703-287-5880

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Kyle joined Gladstone in November 2006. Prior to joining Gladstone, he was a Vice President for National Capital, an investment bank providing M&A advisory services to small and mid-sized businesses. In 2003, Kyle served as an Associate Analyst in the Research group at Friedman Billings Ramsey. Kyle received an MBA from Georgetown University and a BSBA from the University of Tulsa, and is a CFA charterholder.

Chris Lee

 

Chris Lee

Director, Private Finance

703-287-5887

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Lee joined Gladstone as a Principal in January 2008. Prior to joining Gladstone, he was a Vice President with MCG Capital where he was a debt and equity investor in middle-market companies across industry platforms, with a focus on telecommunications and publishing and including origination/underwriting and Board advisory roles. Prior to his work at MCG Capital, Mr. Lee worked as a Consultant with KPMG Consulting (now BearingPoint) from 1993 to 1998 where he performed cost accounting studies for state and local government clients. Mr. Lee earned a Master of Business Administration and a Bachelor of Arts from Georgetown University.

Michael LiCalsi

 

Michael LiCalsi

Internal Counsel and Secretary

703-287-5898

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. LiCalsi has been our Internal Counsel since October 2009 and Secretary since October 2012. A graduate of the George Mason University School of Law, where he served as Editor-in-Chief of the George Mason Law Review from 2004-2005. Mr. LiCalsi is currently a member of the Virginia State Bar and District of Columbia Bar. Before joining the Gladstone Companies, Mr. LiCalsi served as an Associate Attorney in the Washington, D.C. office of Baker Botts L.L.P., a multinational law firm. From 1996 to 2004, Mr. LiCalsi held various positions at TD Waterhouse Investor Services, Inc. (currently TD Ameritrade, Inc.), including those of regional and national vice president. While at TD Waterhouse, Mr. LiCalsi held several securities brokerage licenses, including the Series 7, 9, 10, 63, and 66 and currently holds his series 7 and 24 licenses. Prior to his tenure in the financial services industry, Mr. LiCalsi graduated from Rutgers College, with a BA in History.

Rachel Lopes

 

Rachel Lopes

Marketing Assistant

703-287-5916

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Ms. Lopes joined The Gladstone Companies in March 2011. She currently serves as our Marketing Assistant in our McLean, VA Headquarters. Prior to joining Gladstone, she spent six years working at HSBC in their New York office within Global Markets. While there, she worked in Equity Capital Markets and Research Marketing. Ms. Lopes graduated from Johns Hopkins University and earned a BA in International Studies.

 

Geoff Lyle

 

Geoff Lyle

Accounting Manager - Gladstone Management Corporation

703-287-5870

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Lyle joined Gladstone in July of 2009. Prior to joining the Gladstone Companies, Mr. Lyle worked with The Carlyle Group accounting for a group of privately held domestic and international real estate funds from 2007 until 2009. He began his career with McGladrey and Pullen, LLP in 2005. Mr. Lyle received his BSBA in Accounting from West Virginia University.

Charlie Manry

 

Charlie Manry

Principal, Private Finance

703-287-5812

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Manry joined Gladstone in March 2012 as a Principal.  Prior to Gladstone, he was a Vice President with Blackstreet Capital Partners, a private equity firm based in Chevy Chase, MD.  Prior to Blackstreet, he was a Vice President for MCG Capital, a public business development company located in Arlington, VA.  Mr. Manry earned a BS in Commerce from the University of Virginia

 

Karin McLaughlin

 

Karin McLaughlin

Investor Relations

703-287-5893

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Miss. McLaughlin joined us in November 2012.  She comes to us from the Alexandria, VA office of Morgan Stanley where she was a Sales Assistant and Wealth Management Analyst for seven years.  Karin graduated from East Carolina University in December of 2004 where she received her Bachelor of Science degree in School Health Education with a concentration in Cultural Literature.

 

David Meier

 

David Meier

Managing Director, Private Finance

312-674-4623

200 S. Wacker Drive, 31st Floor, Chicago, IL 60606

 

Mr. Meier joined Gladstone as a Managing Director in March 2007. Prior to joining Gladstone, Mr. Meier was a Vice President in Wells Fargo Foothill's Specialty Finance division. At Wells Fargo Foothill, Mr. Meier was responsible for originating and underwriting senior loans in the media and telecommunications sector. Mr. Meier joined Wells Fargo Foothill in 2004, at which time Wells Fargo Foothill purchased a portion of Westburg Media Capital's loan portfolio and hired most of the Westburg staff to target senior media loans of less than $10 million. From 1994-2000, Mr. Meier served as Vice President-Business Development Officer, in the Communications Finance Division at FINOVA Capital Corporation, where his primary responsibility was the origination of media loans of up to $250 million. From 1990-1994, he served as a Vice President in the Corporate Finance Group and the Media Business Division at Heller Financial Inc. In the Media Business Division, he had primary management responsibility for a diversified portfolio of senior loans. In addition, he was the Radio Team leader, which was responsible for managing Heller's radio loan portfolio. Mr. Meier began his banking and lending career at Continental National Bank in 1986. He served in a variety of roles including middle market corporate lending and loan workouts. Mr. Meier holds a Master of Science in Finance from the University of Illinois, a Bachelor of Science in Finance from Western Illinois University, and attended Washington University in St. Louis.

Michael Meyer

 

Michael Meyer

Real Estate Portfolio Manager

703-287-5902

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Meyer joined Gladstone in November of 2009. Prior to joining Gladstone he was an asset manager at Real Estate Capital Partners in Northern Virginia where he was responsible for a diversified portfolio of investment properties across the United States. From 1999 to 2001 Mr. Meyer worked as a financial Analysts for Lockheed Martin providing analytical and program support for a number of government contracts. Mr. Meyer holds a Master of Business Administration from The Sellinger School of Business and Management at Loyola University in Baltimore, MD and a BS in Business Administration with a concentration in Finance from Boston College.

Melissa Morrison

 

Melissa Morrison

Chief Accounting Officer, Gladstone Capital Corporation

703-287-5912

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Ms. Morrison joined our firm in October 2011. Prior to joining Gladstone, Ms. Morrison served as the Americas Corporate Controller for Tandberg, which was later purchased by Cisco Systems. Ms. Morrison has also worked for DynCorp and Ericsson in financial reporting manager and assistant controller roles and began her career at PricewaterhouseCoopers working on attest engagements. Ms. Morrison is a CPA with the Commonwealth of Virginia and a Magna Cum Laude graduate from the College of William and Mary where she earned a BBA in Accounting. She is a member of the VSCPA and AICPA.

Paula Novara

 

Paula Novara

Head of Resources Management

703-287-5885

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Ms. Novara has been Head of Resource Management since April 2004. Ms. Novara served as Assistant Vice President of Human Resources with the WMF Group and as a Consultant to Prudential Financial. From 1996 to 1997, Ms. Novara worked for TREEV a publicly held imaging software vendor. From 1992 to 1996, Ms. Novara worked for Environmental Products Corporation in their corporate Human Resources department. Ms. Novara is certified through SHRM as a PHR, holds an MA from Marymount University in Human Resources Management and a BA in Spanish and French from St. Mary's College of Notre Dame.

Malinda O. Plumer

 

Malinda O. Plumer

Corporate Paralegal

703-287-5846

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Ms. Plumer joined Gladstone in March 2008. Prior to joining Gladstone, she was a Title Agent with Old American Title in Sterling, Virginia. While there, she conducted all real estate closing transactions and disbursements. Prior to Old American Title, she worked as a Paralegal in the areas of Family Law, Personal Injury, Insurance Defense, Foreclosure, Criminal, and Corporate Law at law firms located in Virginia to North Carolina. In 2001, Ms. Plumer earned her BS in Business Administration and Pre-Law with a Minor in Paralegal Studies from Methodist University in Fayetteville, North Carolina. She is a Certified Paralegal, Licensed Title Insurance Agent, and a Virginia Notary Public.

Lewis Parrish

 

Lewis Parrish

Controller - Gladstone Investment Corporation

703-287-5817

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Parrish joined Gladstone in August of 2008. His previous experience includes three years in public accounting, and three years abroad in Korea teaching English. He obtained a Bachelor's degree in Accounting from Virginia Tech, and he is a CPA in the Commonwealth of Virginia.

Robert Pierce

 

Robert Pierce

Managing Director, Private Finance

312-674-4664

200 S. Wacker Drive, Suite 3140, Chicago, IL 60606

 

Mr. Pierce joined our firm in May 2004 from GE Commercial Finance where he was a Senior Vice President in the Global Sponsor Finance Group. While at GE, Mr. Pierce helped oversee a team of professionals that was responsible for sourcing senior debt opportunities from private equity sponsors in the Midwest. The team's portfolio consisted of approximately 75 accounts aggregating nearly $1.5 billion in commitments, and the team managed all aspects of the accounts, from the original underwriting through documentation and closing, and ongoing account management and administration, including the execution of workout strategies when necessary. From 1996 to 2000, Mr. Pierce was Vice President with Heller Financial in Chicago, originating and underwriting transactions from private equity firms in the Midwest and on the West Coast. From 1985 through 1996, Mr. Pierce was with Bank of America in Chicago, and its predecessor, Continental Bank, in a variety of roles, including loan workouts, asset based lending, and leveraged finance. Mr. Pierce received his MBA in Finance from the University of Wisconsin at Madison and an undergraduate degree from Marquette University in Milwaukee.

Peter Roushdy

 

Peter Roushdy

Senior Analyst, Private Finance

703-287-5829

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Roushdy joined Gladstone in July 2011. Prior to joining Gladstone, he worked as an Analyst in the Consumer & Retail Investment Banking group at Wells Fargo Securities where he focused on debt and equity capital markets origination and advisory services to clients in the retail and restaurant sectors. Mr. Roushdy earned a BA in Economics from Davidson College in May 2008.

Amie Sarr

 

Amie Sarr

Staff Accountant

703-462-1007

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Ms. Sarr joined The Gladstone Companies in March 2011 as a Staff Accountant. Previously, she worked for CACI International, Inc. for over five years as a Division Staff Accountant. Ms. Sarr received a BA in Accounting from George Mason University.

John Sateri

 

John Sateri

Managing Director, Private Finance

703-287-5908

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Sateri has been with The Gladstone Companies since April 2007. He currently serves as a Managing Director in our McLean, VA Headquarters focusing on debt and equity investments in privately held companies. Prior to joining Gladstone, Mr. Sateri directed an independent consultancy providing special situation investment sourcing, underwriting, and disposition services to institutional investors across a variety of asset classes including: middle market company debt and equity; commercial, residential, healthcare and industrial real estate; and CMBS securitizations. From 1989 to 1998, Mr. Sateri worked for Wells Fargo Bank (predecessor/affiliated companies) in a variety of areas including commercial lending, special assets, and lastly capital markets where he served as Vice President and Senior Portfolio Manger overseeing a team responsible for underwriting, servicing and managing an asset based loan portfolio with half a billion dollars in commitments to highly leveraged, growth oriented, middle market companies.  Mr. Sateri is active on numerous private company boards and holds a bachelor’s degree in Business Administration from The University of Hawaii at Manoa and a master’s degree in Real Estate Development from the University of Maryland at College Park.

Jennifer Simpson

 

Jennifer Simpson

Managing Director, Investment Management

703-287-5889

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Ms. Simpson joined The Gladstone Companies in 2007 as a Managing Director and is focused on sourcing, evaluating and managing investments. Prior to joining Gladstone, Ms. Simpson worked for Morgenthaler Partners arranging debt financing for their leveraged buyouts.  From 1999 to 2006, Ms. Simpson worked for National City Bank, most recently as Chief Credit Officer of Small Business Banking, as well as a relationship manager for closely held and equity sponsor-owned middle-market companies.  Ms. Simpson served on active duty for four years as a lieutenant in the U.S. Army. She received a BS in Economics and Entrepreneurial Management from The Wharton School of University of Pennsylvania and an MBA in Finance from Case Western Reserve University.

Kelly Simmers

 

Kelly Simmers

Principal, Private Finance

703-287-5906

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mrs. Simmers joined Gladstone as a Principal in July 2011. Prior to joining Gladstone, she was a Private Equity Principal at GenSpring Family Offices, a multi-family office with over $20 billion in assets under management. There she was responsible for sourcing, executing and monitoring minority equity investments and mezzanine financings to growth-oriented, small and middle market companies in a wide variety of industries, as well as allocating capital commitments to private equity funds. Prior to GenSpring, Mrs. Simmers was an Associate at Wachovia Securities, where she provided merger and acquisition, capital raising and advisory services for corporate clients and financial sponsors focused on the industrials sector. Mrs. Simmers earned a MBA from Vanderbilt University’s Owen Graduate School of Management and a BBA from The College of William and Mary.

Nicola Stewart

 

Nicola Stewart

Accounting Manager - Gladstone Capital Corporation

703-287-5848

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Ms. Stewart joined Gladstone in January of 2011. Prior to Gladstone, she worked for PricewaterhouseCoopers for over four years. She received a BA in Accounting from the University of Richmond and is a licensed CPA in the Commonwealth of Virginia.

Irene Stucke

 

Irene Stucke

Senior Analyst

703-287-5862

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Ms. Stucke joined Gladstone in January of 2012. Prior to joining the company, Ms. Stucke worked as an Associate at MCG Capital, where she was primarily engaged in the underwriting and portfolio management of debt and equity investments in middle market businesses. Ms. Stucke earned a BS in Commerce from The University of Virginia in 2007.

 

Matt Tucker

 

Matt Tucker

Director, Real Estate

703-287-5830

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Tucker joined the firm as an Associate in May 2005. Prior to joining Gladstone, Mr. Tucker provided management and strategic consulting services to early stage and start-up companies, as well as deal evaluation services for private equity investors. In 2003, he was Summer Associate at Liquid Realty Partners, a real estate private equity secondaries firm, where he was responsible for valuing portfolios of properties held by institutional sellers of limited partnership interests. From 2000 to 2002, Mr. Tucker worked as an Associate for SG Capital Partners, a private equity and venture capital fund. From 1998 to 2000, Mr. Tucker was an Analyst and Associate in Chase Securities' High Yield Finance group. Mr. Tucker earned his MBA with highest honors from the University of Michigan Business School as a member of the Beta Gamma Delta society and holds an BA in Psychology from Princeton University.

Jack Vander Leeuw

 

Jack Vander Leeuw

Associate, Private Finance

703-287-5866

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Vander Leeuw joined Gladstone in August 2010. Prior to joining Gladstone, he was an Investment Banking Analyst at BB&T Capital Markets | Windsor Group in Northern Virginia. While at BB&T, Mr. Vander Leeuw was primarily focused on providing Mergers & Acquisition advisory services to clients in the Defense and Government Services industry. Mr. Vander Leeuw earned a BSBA in Business Administration from Georgetown University.

David Watson

 

David Watson

Chief Financial Officer - Gladstone Capital Corporation & Gladstone Investment Corporation

703-287-5860

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Watson joined Gladstone as Chief Financial Officer of Gladstone Investment Corporation in January 2010. Prior to joining Gladstone, he was the Director of Portfolio Accounting for MCG Capital Corporation from 2007 to 2010. Mr. Watson was employed by Capital Advisory Services, LLC, which subsequently joined Navigant Consulting, Inc., where he held various positions providing finance and accounting consulting services from 2001 to 2007. Prior to that, Mr. Watson was an auditor at Deloitte and Touche. He received a MBA from the University of Maryland's Smith School of Business and a BS from Washington and Lee University, and is a CPA with the Commonwealth of Virginia.

Kristina Wilmer

 

Kristina Wilmer

Principal, Private Finance

703-287-5804

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Kristina Wilmer joined Gladstone in August 2007. Prior to joining Gladstone, Ms. Wilmer worked as a Summer Associate at Perseus, LLC, where she evaluated investment opportunities in the biotechnology and energy sectors. Prior to Perseus, Ms. Wilmer worked for Dean & Company as a Market Manager. She was responsible for identifying investment opportunities and managing investment portfolios in the New York wholesale electricity market for Dean's client DC Energy. Ms. Wilmer earned her MBA from the Darden School of Business at the University of Virginia in 2007, where she was a Shermet Scholar, and graduated Phi Beta Kappa with a BA in Economics and Spanish from the University of Virginia in 2002.

Jarrett Wood

 

Jarrett Wood

Analyst

703-287-5837

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Wood joined Gladstone in January 2013. Prior to joining Gladstone, he was an Investment Banking Analyst at BB&T Capital Markets. While at BB&T, Mr. Wood primarily focused on providing Mergers & Acquisition advisory services to clients in the Aerospace, Defense & Government Services industry. Mr. Wood earned a BS in Business Administration from the University of North Carolina at Chapel Hill.

 

Kevin Young

 

Kevin Young

Legal & Compliance Document Specialist

703-287-5855

1521 Westbranch Dr., Ste 200, McLean, VA 22102

 

Mr. Young joined Gladstone in May of 2012 as a Legal & Compliance Document Specialist. He received a BA in Economics and Psychology from the University of Virginia.