Robert T. Ladd, Managing Partner

Mr. Ladd serves as Managing Partner of Stellus Capital Management, and as Chairman and Chief Executive Officer of Stellus Capital Investment Corporation. Mr. Ladd has more than 37 years of investing, finance, and restructuring experience. Prior to joining Stellus Capital Management, he led the D. E. Shaw group’s Direct Capital group from February 2004 to January 2012. Prior to joining the D. E. Shaw group, Mr. Ladd served as the president of Duke Energy North America, LLC, and president and CEO of Duke Capital Partners, LLC from September 2000 to February 2004. From February 1993 to September 2000, Mr. Ladd was a partner of Arthur Andersen LLP, where he led the firm's restructuring practice world-wide. Before joining Arthur Andersen, from June 1980 to February 1993, Mr. Ladd served in various capacities for First City Bancorporation of Texas, Inc., a bank holding company, and its subsidiaries. Mr. Ladd received a B.A. in managerial studies and economics from Rice University, and an M.B.A. from The University of Texas at Austin, where he was a Sord Scholar and recipient of the Dean's Award for Academic Achievement.

Phone: (713) 292-5401    |   Email: rladd@stelluscapital.com

Dean A. D’Angelo, Partner

Mr. D’Angelo is a founding partner of Stellus Capital Management and co-head of the Private Credit strategy and serves on its investment committee. He has over 23 years of investing, finance, and restructuring experience. From August 2005 to January 2012, Mr. D’Angelo was a director in the Direct Capital Group at the D. E. Shaw group, a global investment and technology development firm. Prior to joining the D. E. Shaw group, Mr. D’Angelo was a principal of Allied Capital Corporation, a publicly-traded business development company, where he focused on making debt and equity investments in middle-market companies from May 2003 to August 2005. From September 2000 to April 2003, Mr. D’Angelo served as a principal of Duke Capital Partners, LLC, a merchant banking subsidiary of Duke Energy Corporation, where he focused on providing mezzanine, equity, and senior debt financing to businesses in the energy sector. From January 1998 to September 2000, Mr. D’Angelo was a product specialist for Banc of America Securities, LLC where he provided banking services to clients principally in the energy sector. Mr. D’Angelo began his career in the bankruptcy and consulting practice of Coopers & Lybrand L.L.P. in Washington, D.C. Mr. D’Angelo received his B.B.A. in accounting from The College of William and Mary, his M.A. in international economics and relations from The Paul H. Nitze School of Advanced International Studies at The Johns Hopkins University, and his M.B.A., with a concentration in finance, from the Wharton School of the University of Pennsylvania.

Phone: (301) 634-3001    |   Email: ddangelo@stelluscapital.com

Joshua T. Davis, Partner

Mr. Davis is a founding partner of Stellus Capital Management and co-head of the Private Credit strategy and serves on its investment committee. He has more than 20 years of investing, finance, and restructuring experience. Prior to joining Stellus Capital Management, Mr. Davis was a director in the Direct Capital Group at the D. E. Shaw group, a global investment and technology development firm, since March 2004. Prior to joining the D. E. Shaw group, Mr. Davis served as a managing director at Milestone Merchant Partners, LLC, a boutique merchant bank from May 2003 to February 2004 and a vice president of Duke Capital Partners, LLC, a merchant banking subsidiary of Duke Energy Corporation, from May 2002 to May 2003. Mr. Davis also served as a director of Arthur Andersen LLP, a consulting firm, from May 1995 to May 2002. Mr. Davis received a B.B.A. in accounting and finance from Texas A&M University.

Phone: (713) 292-5403    |   Email: jdavis@stelluscapital.com

Doug Bollermann, Managing Director

Mr. Bollermann has more than 20 years of private capital experience. Prior to joining Stellus in 2016, Mr. Bollermann was a Managing Director and Portfolio Manager for TIAA's Private Equity and Junior Debt group from January 2011 to September 2016. At TIAA, his responsibilities including sourcing, execution and portfolio management across private equity funds, equity co-investments and junior debt securities. From May 2008 to December 2010, Mr. Bollermann served as Senior Director in TIAA's Private Debt Placements group. From April 1999 to April 2008, he served as a Principal in the Private Debt Placements group at Banc of America Securities. Mr. Bollermann has also held positions in Debt Capital Markets at First Union Securities, Nationsbanc Securities and Chase Securities. He began his professional career with Andersen Consulting. Mr. Bollermann received a B.S.B.A in Finance from the University of Arizona where he graduated Cum Laude and an M.B.A. from the Fuqua School of Business at Duke University.

Phone: (704) 280-2718    |   Email: dbollermann@stelluscapital.com

Robert R. Collins, Managing Director

Mr. Collins has more than 15 years of private credit, private equity, and investment banking experience. He joined Stellus at its formation in 2012 and had been with the team previously at the D. E. Shaw group since 2004. Prior to joining the D. E. Shaw group, Bob worked in private equity and investment banking including positions at Bain Capital, Morgan Stanley, and Robertson Stephens. Bob received a B.S. in economics from Duke University summa cum laude and an M.B.A. from the Harvard Business School.

Phone: (713) 292-5434    |   Email: rcollins@stelluscapital.com

Derek R. Crevello, Managing Director

Mr. Crevello has more than 14 years of investing, finance, and restructuring experience. He joined Stellus at its formation in 2012 and had been with the team previously at the D. E. Shaw group since 2006. Prior to joining the D. E. Shaw group, Derek worked in private equity and investment banking at the Blackstone Group, Thayer Capital Partners, and Merrill Lynch. Derek received a B.A. in political science from Duke University and an M.B.A. from the Wharton School of the University of Pennsylvania.

Phone: (301) 634-3002    |   Email: dcrevello@stelluscapital.com

Adam B. Pollock, Managing Director

Mr. Pollock has more than 20 years of investing, finance, and restructuring experience. He joined Stellus at its formation in 2012 and had been with the team previously at the D. E. Shaw group since 2008. Prior to joining the D. E. Shaw group, Adam provided financial and restructuring advisory services to companies across a broad range of industries in multiple interim management roles and as a Director with Ernst & Young Corporate Finance, LLC. Adam began his professional career in Tokyo, Japan, working for Mitsubishi Motors Corporation in the International Procurement and Supply Chain Division. Mr. Pollock received a B.S.E. in mechanical engineering from Tufts University and an M.B.A. from McCombs School of Business at The University of Texas at Austin.

Phone: (713) 292-5407    |   Email: apollock@stelluscapital.com

Gavin A. Roseman, Managing Director

Mr. Roseman has more than 14 years of private credit, private equity, and investment banking experience. Gavin joined Stellus at its formation in 2012 and had been with the team previously at the D. E. Shaw group since 2006. Prior to joining the D. E. Shaw group, Gavin worked in private equity and investment banking including positions at Ewing Management Group (f/k/a Carlyle Management Group) and JPMorgan’s Natural Resources Group where he was involved in a number of private investments, M&A transactions, and debt and equity offerings. Gavin received a B.B.A. in finance with Honors from the McCombs School of Business at The University of Texas at Austin.

Phone: (713) 292-5421    |   Email: groseman@stelluscapital.com

Colin A. Baker, Principal

Mr. Baker has more than 10 years of private credit, private equity, and investment banking experience. He joined Stellus at its formation in 2012 and had been with the team previously at the D. E. Shaw group since 2008. Prior to joining the D. E. Shaw group, Colin worked as an investment banking analyst with SMH Capital Inc., an affiliate of Sanders Morris Harris Group, and as an associate with PricewaterhouseCoopers LLP's audit and assurance services group. Colin received an M.S. in finance and B.B.A. in accounting with Honors from Texas A&M University.

Phone: (713) 292-5411    |   Email: cbaker@stelluscapital.com

Joseph S. Nasr, Principal

Mr. Nasr has more than 11 years of private credit, private equity, and investment banking experience. He joined Stellus in 2014. Prior to joining Stellus, Joe worked in private equity and investment banking including positions at Z Capital Partners, Landmark Partners, and Cogent Partners. Joe received a B.A. in economics from the University of Chicago and an M.B.A. from the Wharton School of the University of Pennsylvania.

Phone: (713) 292-5420    |   Email: jnasr@stelluscapital.com

Greg Caraway, Associate

Prior to joining Stellus, Mr. Caraway worked at Chiron Financial focusing on corporate finance and M&A transactions. Greg began his career in the corporate finance department at ExxonMobil Corporation after receiving a B.B.A. in finance with Honors from McCombs School of Business at the University of Texas at Austin.

Phone: (713) 292-5412    |   Email: gcaraway@stelluscapital.com

John K. Sievers, Associate

Prior to joining Stellus, Mr. Sievers worked in leveraged finance and corporate banking at J.P. Morgan. John graduated Cum Laude from Southern Methodist University where he received a B.B.A in Finance.

Phone: (713) 292-5422    |   Email: jsievers@stelluscapital.com

Sam Thompson, Associate

Prior to joining Stellus, Mr. Thompson worked as an analyst for Bank of America Merrill Lynch where he was a member of the Energy Debt Products Group. Sam received a B.A. in Economics and Political Science with a minor in Business from Rice University.

Phone: (713) 292-5413    |   Email: sthompson@stelluscapital.com

Barrett Toole, Associate

Prior to joining Stellus, Mr. Toole worked as a senior associate with Ernst & Young LLP’s assurance services practice. Barrett graduated Cum Laude from Texas A&M University where he received an M.S. in finance and a B.B.A. in accounting. Barrett is a licensed C.P.A. in the State of Texas.

Phone: (713) 292-5417    |   Email: btoole@stelluscapital.com

Finance & Operations
W. Todd Huskinson, Partner

Mr. Huskinson is a founding partner of Stellus Capital Management and serves as Chief Financial Officer, Chief Compliance Officer, Treasurer and Secretary for Stellus Capital Investment Corporation. Mr. Huskinson also serves as Chief Financial Officer and Chief Compliance Officer for Stellus Capital Management. He has over 27 years of experience in finance, accounting and operations. From August 2005 to January 2012, Mr. Huskinson was a director in the D. E. Shaw group’s Direct Capital Group, a global investment and technology development firm. Prior to joining the D. E. Shaw group, Mr. Huskinson was a Managing Director at BearingPoint (formerly KPMG Consulting), a management consulting firm, where he led the Houston office’s middle-market management consulting practice from July 2002 to July 2005. Prior to BearingPoint, Mr. Huskinson was a partner of Arthur Andersen, LLP, an accounting firm, where he served clients in the audit, corporate finance and consulting practices from December 1987 to June 2002. Mr. Huskinson received a B.B.A in accounting from Texas A&M University and is a certified public accountant.

Phone: (713) 292-5414    |   Email: thuskinson@stelluscapital.com

Debra L. Blank, Senior Vice President

Ms. Blank has more than 35 years of experience in portfolio and loan administration. Debbie joined Stellus at its formation in 2012 and had been with the team previously at the D. E. Shaw group since 2004. Prior to joining the D. E. Shaw group, Debbie worked in the energy divisions of Wachovia Securities, Texas Commerce Bank and First City National Bank of Houston.

Phone: (713) 292-5404    |   Email: dblank@stelluscapital.com

Victoria H. Garcia, Senior Vice President

Ms. Garcia joined Stellus at its formation in 2012 and had been with the team previously at the D. E. Shaw group since 2006. Prior to joining the D. E. Shaw group, Victoria worked as a business consultant with Arthur Andersen LLP, BearingPoint (formerly KPMG Consulting), and Pannell Kerr Forster of Texas. Victoria received an M.S. in finance and B.B.A. in accounting with Honors from Texas A&M University. Victoria is a licensed C.P.A. in the State of Texas.

Phone: (713) 292-5419    |   Email: vgarcia@stelluscapital.com

Ashton Bailey, Accountant

Ms. Bailey joined Stellus in 2018. Prior to joining Stellus, Ashton worked in the tax practice of Weaver and Tidwell, LLP. Ashton graduated summa cum laude from Abilene Christian University where she received an M.Acc. and a B.B.A. in accounting. Ashton is a licensed C.P.A. in the State of Texas.

Phone: (713) 292-5429    |   Email: abailey@stelluscapital.com

Anthony Carvelli, Accounting Manager

Mr. Carvelli joined Stellus in 2018. Prior to joining Stellus, Anthony worked as a fund controller at MUFG Investor Services and in the assurance practice of CohnReznick LLP. Anthony received an M.S. in accounting and a B.S. in finance from Wake Forest University in 2009 and 2008. Anthony is a licensed C.P.A. in the State of North Carolina.

Phone: (713) 292-5410    |   Email: acarvelli@stelluscapital.com

Yamile Gallegos, Accountant

Prior to joining Stellus Ms. Gallegos worked as an Accounts Payable for Benchmark Energy Transport Services Inc. and in the Insurance Industry as a manager for a personal lines agent. Yamile received a BBA in Accounting from the University of St. Thomas.

Phone: (713) 292-5409    |   Email: ygallegos@stelluscapital.com

Vince Gwon, Manager of Finance and Operations

Mr. Gwon joined Stellus in 2018. Prior to joining Stellus, Vince worked in the assurance practice of PwC serving clients within the financial services sector with a concentration in asset management. Vince received a B.S.B.A in accounting and an M.S in accounting from the University of Arkansas in 2011 and 2013. Vince is a licensed C.P.A. in the State of Texas.

Phone: (713) 292-5441    |   Email: vgwon@stelluscapital.com

Sara Lee, Controller

Ms. Lee joined Stellus in 2014. Prior to joining Stellus, Sara worked at Indigo Minerals, LLC and in the assurance practice of Ernst & Young, LLP. Sara graduated from the PPA program at the McCombs School of Business, University of Texas at Austin, in 2006. Sara is a licensed C.P.A. in the State of Texas.

Phone: (713) 292-5416    |   Email: slee@stelluscapital.com

Monica Shah, Senior Accountant

Ms. Shah joined Stellus in 2015. Prior to joining Stellus, Monica worked as a family manager in two family offices and in the tax practice of Blackman Kallick and Deloitte. Monica graduated from the PPA program at the McCombs School of Business, University of Texas at Austin, in 2005. Monica is a licensed C.P.A. in the State of Texas.

Phone: (713) 292-5432    |   Email: mshah@stelluscapital.com

Administrative
Sonia DeLuna, Office Manager

Ms. DeLuna joined Stellus at its formation in 2012 and had been with the team previously at the D. E. Shaw group since 2008. Prior to joining the D. E. Shaw group, Sonia worked as a sales and client relationship manager for a bulk commodities broker at the Port of Houston, and has also served as the office administrator and bookkeeper for an architecture firm and a real estate developer.

Phone: (713) 292-5426    |   Email: sdeluna@stelluscapital.com

Contact Us

HOUSTON, TX
4400 Post Oak Parkway, Suite 2200
Houston, TX 77027
713.292.5400

WASHINGTON D.C. AREA
4520 East West Highway, Suite 630
Bethesda, MD 20814
301.634.3000.

CHARLOTTE, NC
5605 Carnegie Boulevard, Suite 410
Charlotte, NC 28209
704.409.3335