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.
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.
Vinnie is a Managing Director and has been with Apex since 2023. In addition to portfolio management Vinnie is responsible for all trading activity and is a member of the Investment Committee. Before joining Apex, he founded the CLO management platform at ZAIS Group and grew it to over $5 billion of assets under management. Vinnie was a member of the firm’s Management Advisory and Investment Committees. Previous experience includes CLO portfolio management at CVC Credit Partners, head of the Leveraged Finance Group at Fuji Bank, and corporate banking at Wells Fargo Bank where he was responsible for originating LBO financings. Vincent holds a B.S., magna cum laude, from Fairfield University, and an M.B.A. from the College of William and Mary.
Daniel is Director of Research and a member of the Investment Committee. He has been with Apex or its predecessor since 2006. Prior to becoming Director of Research Dan was a research analyst with responsibility for coverage of the technology and telecommunications sectors. Before becoming a research analyst 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.
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.
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.
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.
Chris is a analyst on the research team at Apex covering industrial and aerospace & defense investments. He has been with Apex or its predecessor since 2018. Prior to joining the Apex team Chris was in the leveraged finance group at Allied Irish Banks for five years as a generalist underwriting transactions and monitoring loan portfolios. He graduated from Duke University with a B.A. in Public Policy.
Justin is an analyst on our research team covering the gaming, leisure, lodging, and food and beverage industries. Prior to joining Apex Justin was in the Corporate Finance and Strategy Group at Blue Owl and before that an investment analyst at Blackstone Credit. He started his career as an investment banking analyst at Credit Suisse and CIT Group. Justin earned a B.S. in finance and accounting from Fordham University.
Alik joined Apex in 2020 and is a research analyst covering healthcare providers. He has 17 years of experience and before Apex worked as a research analyst at NewMark Capital LLC and lending officer at Metropolitan Commercial Bank. Alik received his B.S. in Business Management from Lviv Polytechnic National University.
Jacob joined the firm in 2018 and covers the media, high tech, and business services sectors on the research team. Before joining Apex he underwrote and managed a leveraged loan portfolio at MidCap Financial Services LLC. Jacob received his B.A. in Economics from Vanderbilt University.
Jude is a credit research analyst covering telecommunications, media, and technology investments. Prior to joining Apex in 2023 he was a research analyst at Octagon Credit Investors underwriting leveraged loans in the media, telecommunications, and leisure sectors. Jude graduated from Babson College’s School of Business with a B.S. in finance.
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 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.
Aaron is an operations analyst at Apex and joined in 2022. Before joining our operations team Aaron was at FIS (Virtus Partners, LLC) for eight years and was involved in all aspects of CLO compliance including monthly reporting, hypo-testing, cash and trade activity, and fund tie-outs. Aaron earned his B.B.A. in Finance and Marketing from University of Kentucky Gatton College of Business and Economics.
Gabe is on our operations team which he joined in 2022. His primary responsibility is trade and cash portfolio reconciliation. Gabe received his B.B.A in Accounting & Finance from Abilene Christian University and earned his M.S. in Finance from the University of Miami Herbert Business School.