Team

Prior to founding HalseyPoint, Lynn was the Co-Head and Senior Managing Director of the Leveraged Debt Group at Columbia Management Investment Advisers, LLC (and its predecessor companies) for 18 years from April of 2000 through March 2018.

She was responsible for running the leveraged debt business of Columbia which had approximately $9 billion in assets under management at its peak, including over $8 billion in CLO vehicles. She also was the lead portfolio manager for all funds and chair of the credit committee.

Lynn previously worked as a Managing Director at AIG/ SunAmerica for 9 years where she was responsible for the management and trading of over $3 billion of assets across a variety of fixed income asset classes. She began her career as a banker covering private equity sponsors on the west coast for Security Pacific Merchant Bank.

Ms. Hopton received a BA in Economics with distinction from Northwestern University and an MBA from the J.L. Kellogg Graduate School of Management at Northwestern. She is a member of the Phi Beta Kappa academic honor society.

Prior to founding HalseyPoint, Yvonne was the Co-Head and Senior Managing Director of the Leveraged Debt Group at Columbia Management Investment Advisers, LLC (and its predecessor companies) for 18 years from April of 2000 through March 2018.

She was instrumental in building the platform to be one of the early CLO managers recognized for consistency and performance.

Prior to joining Columbia, Ms. Stevens was a portfolio manager at SunAmerica/AIG for seven years where, among other responsibilities, she developed a structured finance expertise in CLO mezzanine investments beginning in the early 1990s.

In addition to managing a $2 billion CLO mezzanine portfolio, she expanded that focus from investing to issuing CLOs as a manager, helping to raise and create the first SunAmerica-managed CLO named Galaxy in 1999.

Prior to SunAmerica, Ms. Stevens started her career in the bank training program at Irving Trust Bank and then subsequently worked at GE Capital in a loan underwriting and origination role.

Ms. Stevens received a BA from Wellesley College and an MBA from the Wharton School at the University of Pennsylvania.

Prior to joining HalseyPoint, Lee-Mike was a Vice President at JPMorgan where he spent ten years from May 2007 to March 2017.

He began his career at JPMorgan in fundamental credit research as a Desk Analyst before being promoted to a trading role in 2009. He traded leveraged loans and high yield for 4 years in New York and was identified in JPMorgan’s Top Talent program. In 2013, he moved to London to trade emerging market credit before returning to New York in 2015 to focus on distressed debt.

Lee-Mike received a BA in International Relations from Stanford University.

Prior to joining HalseyPoint, Chris was a Vice President at BlackRock US Private Capital, joining BlackRock following its acquisition of Tennenbaum Capital Partners, which he joined in 2017.

While at BlackRock, Mr. Lyon was responsible for investing across the firm’s private credit, CLO, and special situations platforms, managing an investment portfolio of approximately $1 billion. Mr. Lyon covered a broad range of industry verticals at BlackRock, specializing primarily in the technology, financials, and healthcare sectors.

Prior to joining Tennenbaum Capital Partners, Mr. Lyon was an Associate in HSBC’s Leveraged and Acquisition Finance group, with responsibility for structuring, underwriting, and syndicating leveraged loans for issuers primarily in the technology, packaging, and healthcare sectors.

Mr. Lyon received a double BA in Econ-Accounting and French from UC Santa Barbara and an MA in Finance from Claremont McKenna. He is a member of the Phi Beta Kappa academic honor society.

Prior to joining HalseyPoint, Alex was a Senior Analyst in Citadel Advisors’ High Yield, Event Driven, and Distressed Credit group, which he joined in June of 2015 as the second hire. Alex helped recruit the team and grow the portfolio in excess of $1 billion. During his time at Citadel he covered Energy, Telecom, Healthcare, and Metals & Mining.

Prior to joining Citadel, Alex was an Executive Director at JPMorgan where he spent 10 years as a desk analyst in Credit Trading. At JPMorgan he covered a broad spectrum of sectors throughout his career including Airlines, Financials, Energy, Mining, Retail, Auto Suppliers, and Technology. Alex’s responsibilities ranged across analyzing par and distressed credit, training junior analysts, and helping syndicate financing for par and special situation borrowers.

Alex graduated from New York University Magna Cum Laude with a Bachelor of Science in Finance and Accounting.

Sung joined HalseyPoint from Ares Management, where he spent 19 years as a Managing Director in U.S. Liquid Credit. While at Ares, Sung was responsible for investing across its leveraged loan, high yield bond, and CLO funds covering the telecommunications and financials sectors.

Prior to Ares, Sung was in the Global Leveraged Finance Research and Portfolio Strategy Group at Credit Suisse (formerly Donaldson, Lufkin & Jenrette), where he focused on fund management strategies within the leveraged finance markets.

Sung holds a B.S., with honors, in Accounting from Rutgers University and an M.B.A. from the UCLA Anderson School of Management.

Agata joined HalseyPoint from Muzinich & Co., where she spent nine years as a Senior Credit Analyst. Her focus was on the healthcare and retail sectors across a broad range of strategies within high yield as well as the leveraged loan and CLO platforms.

Her previous experience included four years as a VP and Senior Credit Analyst at Goldman Sachs Asset Management. Prior to that, she held a Credit Analyst/Team Leader role covering the consumer/retail space at Morgan Stanley, where she spent almost nine years in various credit research positions.

Agata received a B.A. from Yale University in Economics and International Studies and an M.B.A. from the Wharton School at the University of Pennsylvania.

Sunil joined HalseyPoint from Wells Fargo, where he spent ten years. He was most recently in San Francisco as a Senior Corporate Credit Analyst for the bank’s investment portfolio.

Prior to that, he spent six years in the Los Angeles area as part of the Foothill Capital team which was acquired by Wells Fargo. His previous experience included working as a Credit Analyst at CLO manager Jefferies Capital Management from 2006 to 2009.

Sunil received an M.B.A. in Finance from the University of Southern California and a B.S. in Electrical Engineering & Computer Science from the University of California, Berkeley. He is a CFA Charterholder and a member of the CFA Society of San Francisco.

Todd joined HalseyPoint Asset Management from Rothschild & Co., where he was a Director and Senior Credit Analyst for the firm’s U.S. CLO manager, Five Arrows Managers North America.

While there, he covered a broad range of industries including oil and gas, transportation, aerospace and defense, paper and packaging, and other general industrial sectors.

Prior to Rothschild and Co., Todd was a Senior Credit Analyst covering the energy sector at high yield and CLO manager Bradford & Marzec. He has also held Senior Credit Analyst positions with Pacific Life and Jefferies Capital Management.

Todd received an MBA in Finance from the University of Southern California and a BSBA in Finance from The University of Arizona. He is a CFA Charterholder and a member of the CFA Society of Los Angeles.

Tammy joined HalseyPoint in 2024 from Western Alliance, where she spent six years as a Senior Credit Analyst for the bank’s investment portfolio of broadly syndicated leveraged loans and structured products.

Prior to that, she spent four years at Wells Fargo Principal Investments as a senior research analyst covering corporate bonds and loans. She began her career in investment banking at Wells Fargo. She has covered a broad range of sectors including Food & Beverage, Restaurants, Building Products, Media, Telecom, Real Estate, and Industrials.

Tammy received a B.A. in Economics with High Honors from the University of California, Berkeley and an M.A. in Finance from Claremont McKenna College. She is a CFA Charter holder.

Prior to joining HalseyPoint in June 2024, Karen was the Senior Director of Operations for Post Advisory Group. Karen joined Post in 2012 and was promoted to Director of Operations in 2019. She served in this capacity until her departure in June 2024.

As the Senior Director of Operations, Karen was responsible for managing the full scope of operational duties across the firm’s platforms. This included onboarding new accounts, reporting for the separately managed accounts, mutual funds and the CLOs, trade settlements, processing of corporate actions, and cash and position reconciliations. Karen also managed the third-party vendor relationships including annual onsite due diligence visits.

Previously, Karen spent three years as the settlements manager at Ares Management. Prior to Ares, Karen was at Levine Leichtman Capital Partners, where she co-managed the back-office operations team and was responsible for on-boarding new CLO structures. She was also a business analyst at RiverSource Investments, where she was responsible for the compliance reporting for various CLO structures.