Category: Investment Team

Thomas Lukens

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Thomas Lukens

Senior Associate

Thomas Lukens is a Senior Associate at Metropolitan. His responsibilities include deal execution and portfolio analytics. Prior to joining Metropolitan in 2020, Thomas was an Associate at Sumitomo Mitsui Banking Corporation, where he focused on capital structure advisory and event-driven financing solutions for large US and Japanese corporates. Thomas graduated summa cum laude from Southern Methodist University with a B.B.A. in Finance and a B.A. in Economics.

TJ Annabathula

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TJ Annabathula

Associate

TJ Annabathula is an Associate at Metropolitan. His responsibilities include deal execution and portfolio analytics. Prior to joining Metropolitan in 2022, TJ was a Corporate Development Associate at Bread Financial Holdings, a bank holding company focused in the consumer and business credit sector. Prior to his experience with Bread Financial, TJ was a Senior Analyst in Corporate Development at The Wendy’s Company and an Institutional Consulting Analyst within Morgan Stanley’s Graystone Consulting. TJ received a B.S. in Business Economics from the Ohio State University’s Fisher College of Business and is a CFA charter holder.

Sam Cappell

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Sam Cappell

Senior Associate

Sam Cappell is a Senior Associate at Metropolitan. His responsibilities include deal execution and portfolio analytics. Prior to joining Metropolitan in 2020, Sam was an Investment Analyst at Lloyd Crescendo Advisors, a lower middle-market private credit firm. Previously, Sam was an Equity Sales & Trading Analyst at Morgan Stanley. Sam graduated cum laude from NYU Stern School of Business with a B.S. in Finance and Economics.

Richard Lin

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Richard Lin

Managing Director

Richard Lin is a Managing Director at Metropolitan Partners Group Management having joined in 2013. Richard’s investment responsibilities include sourcing, evaluating and executing deals within Metropolitan’s investment strategy. SourcePass and Upstack are Richards’ notable deals. Prior to joining Metropolitan in 2013, Richard was an investment professional at Black Diamond Capital Management and GSC Group in their special situation private equity practice. Prior to that, Richard was an investment banker at Bank of America. Richard graduated cum laude from the Wharton School at the University of Pennsylvania with concentrations in Finance and Accounting.

Mike Duntanasarn

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Mike Duntanasarn

Analyst

Mike Duntanasarn is an Analyst at Metropolitan. His responsibilities include asset management and the active monitoring of portfolio companies. Prior to joining Metropolitan, Mike was a Global Corporate Coverage Banker at Deutsche Bank where he actively covered Fortune 500 Technology companies. Mike graduated Magna Cum Laude from NYU Stern School of Business with a B.S. in Finance and Statistics.

Max Segal

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Max Segal

Principal

Max Segal is a Principal at Metropolitan. His responsibilities include deal execution and portfolio analytics. Prior to joining Metropolitan in 2019, Max was an Investment Banking Analyst at Pursuit Advisory, a TMT-focused merchant bank where he advised clients on mergers and acquisitions, leveraged buyouts and debt and equity financings. Previously, Max was an Equity Research Analyst at Nomura. Max received a B.S. in Finance and Accounting from the NYU Stern School of Business.

Lucas Lieberman

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Lucas Lieberman

Associate

Lucas Lieberman is an Associate at Metropolitan. His responsibilities include deal execution and portfolio analytics. Prior to joining Metropolitan in 2021, Lucas was a Senior Analyst at Brevet Capital Management, an investment management firm focused on direct lending. At Brevet, Lucas was responsible for closing private credit investments, restructuring existing assets and monitoring portfolio companies. Lucas graduated summa cum laude from Northeastern University D’Amore-McKim School of Business with a B.S. in International Business and minors in Economics and Mandarin Chinese.

Kevin O’Block

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Kevin O’Block

Vice President

Kevin O’Block is a Vice President at Metropolitan. His responsibilities at the firm include monitoring portfolio companies and managing the workout processes in the event of a covenant breach. Prior to joining Metropolitan in 2013, Kevin worked for McKinsey & Co. performing sales and performance analysis out of the company’s Boston office. He received a B.A. in English with a minor in Economics from Boston College.

Jonathan Fung

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Jonathan Fung

Senior Vice President, Asset Management

Jonathan Fung is a Senior Vice President at Metropolitan. His responsibilities include asset management and evaluation of firm investments. Prior to joining Metropolitan, Jonathan held investment and asset management positions at Houlihan Lokey, Macquarie, Shamrock and Kuzari Group. Previously, Jonathan was an operating executive for St. Cloud Capital, responsible for sourcing investments and operating a portfolio company as CFO and ultimately acting-CEO. Jonathan graduated from the University of Southern California with a B.S. in Business Administration and received his M.B.A. from Columbia Business School.

JD Sheldon

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JD Sheldon

Principal

JD Sheldon is a Principal at Metropolitan. His responsibilities include sourcing, evaluating, and executing firm investments along with asset management with a specific focus in the consumer debt finance vertical. Prior to joining Metropolitan in 2019, he was CFO at CreditMax, a specialized lender to debt buyers, where he oversaw the funding of over $400 million across more than 1,500 transactions with less than 2% principal loan loss. Prior to CreditMax, JD held multiple roles for one of the country’s largest debt purchasers, Equable Ascent Financial. He graduated with a B.S. in Accounting and Finance from Augustana College and also holds a M.A. in Business Administration from the University of Phoenix.