Oak Harbor Capital’s management team includes five Managers (William S. Weinstein, Tony Yu, Aaron Johnson, Peter J. Fitzpatrick and Tim Rotolo). The team has an outstanding track record and a long history of certain of its members working together, both at Oak Harbor and earlier at a predecessor firm founded by the Principal, B-Line, LLC (“B-Line”).
William S. Weinstein is the President and CEO of Oak Harbor Capital. Mr. Weinstein has practiced in the bankruptcy and creditor rights arena for 35 years. He is the Founder and Chief Executive Officer of Oak Harbor Capital and the Co-Founder and a member of the Legal Services Provider. Mr. Weinstein started the Legal Services Provider in 1985 and it is now among the largest law firms focusing on creditor rights and bankruptcy in the United States. In 1997, he founded B-Line, one of the largest companies in the United States to purchase and service consumer finance related bankruptcy receivables. Under Mr. Weinstein’s direction, B-Line deployed many hundreds of millions of dollars to acquire receivables that totaled over $46 billion in face value of debt. Between B‐Line and the Legal Services Provider, approximately 40 million separate distressed debt accounts were purchased or serviced from 1997 to 2006. B‐Line was sold in September 2006.
Following the sale of B-Line, Mr. Weinstein launched Oak Harbor Capital, LLC and this investment management firm has become one of the largest buyers of distressed consumer debt in the United States.
Mr. Weinstein has been an industry leader in developing predictive modeling, statistical and quantitative analysis, and pricing strategies for multiple classes of receivables. He is an honors graduate of Stanford University and Boston University School of Law. He has lectured extensively on bankruptcy, creditor rights, commercial litigation and regulatory and compliance issues in the United States and Canada.
Tim Rotolo is the Head of Investor Relations and Business Development at Oak Harbor Capital. Mr. Rotolo is the Managing Member of Lloyd Harbor Capital Management, LLC (“LHCM”). Most recently, Tim co-founded Sachem Cove Partners, a Uranium focused hedge fund to which Lloyd Harbor is the investment manager. Mr. Rotolo also founded Archytas Ventures, a cannabis focused investment holding company. Prior to founding LHCM, Mr. Rotolo was a Vice President at Sandalwood Securities, Inc., a $1.25 billion fund of hedge funds focused on distressed, credit and event-driven strategies. Mr. Rotolo was a member of Sandalwood Securities’ research team and Investment Committee.
Prior to joining Sandalwood in February 2009, Mr. Rotolo worked in the Merrill Lynch’s Private Banking and Investment Group.
Mr. Rotolo received his Bachelors of Arts from Tufts University. He is a Chartered Alternative Investment Analyst.
Tony Yu is the Chief Financial Officer of Oak Harbor Capital. Mr. Yu is a Certified Public Accountant with over 10 years of experience in the investment management industry. Mr. Yu gained his experience through his role at PricewaterhouseCooppers LLP auditing hedge, mutual funds, and fund-of-fund clients. Prior to joining Oak Harbor Capital, Mr. Yu spent more than three years at Amazon managing the accounting team for the Amazon Marketplace and App Store business. Mr. Yu graduated from the University of Washington with a Bachelors of Business Administration in 2003, and completed his Masters of Business Administration from the University of Baltimore in 2005.
Aaron Johnson is the Chief Operating Officer of Oak Harbor Capital. Mr. Johnson has over 20 years of Information Technology and Operations experience with organizations such as Great Plains Software, Microsoft, and WebMD. Mr. Johnson joined Oak Harbor Capital in 2007 to manage the Data Operations Group. Mr. Johnson’s core competence is creating and modifying process flows and incorporating cutting edge technologies to achieve optimal efficiencies and controls.
Mr. Johnson graduated from Gonzaga University with a Bachelors of Business Administration and Management Information Systems in 1998, and completed his Masters of Business Administration from Gonzaga University in 2004.
Peter J. Fitzpatrick is the General Counsel and Chief Compliance Officer of Oak Harbor Capital. Mr. Fitzpatrick has practiced law for over 30 years. Prior to joining Oak Harbor Capital, he was a partner at K&L Gates LLP, where he served as Oak Harbor Capital’s longstanding outside legal counsel. Prior to commencing his legal career, Mr. Fitzpatrick was a lending officer at The Chase Manhattan Bank where he completed the Chase Credit Training Program with distinction. He also served as the Assistant to the Director of Labor Relations at Citibank, N.A. He graduated with honors from Harvard College and earned his law degree at Fordham Law School.
Mr. Fitzpatrick was very involved in the early development of the secondary market for distressed debt and helped pioneer some of the original legal documentation used in the trading of distressed debt when the industry was in its nascent stage.