Our Team

Jerry and Warren launched OSP with a curated team of seasoned professionals considered the best in their field who shared their creative vision. With these roots, the firm attracts other key financial professionals with similar pedigrees and deep market awareness. 

Jerry O’Brien

Mr. O’Brien serves as CEO and CIO for O’Brien-Staley Partners and has over 25 years of experience. Formerly senior partner and head of global loan portfolios for CarVal Investors. 17 years of experience across all aspects of financial businesses for Cargill and CarVal. Early career with Chemical Bank and DG Investment Bank in New York. MBA in analytical finance and marketing from University of Chicago and AB in economics from University of Michigan.

Warren Staley

Non-Executive Chairman; Chair of Audit, Compensation & Risk Committees
Mr. Staley serves as Non-Executive Chairman and is Chair of the Audit, Compensation & Risk Committees for O’Brien-Staley Partners. 39-year career with Cargill Inc., Chairman and CEO 1999-2007. Currently a board member of Music Academy of the West. Former board member US Bancorp, Target Corp, PACCAR, Excel Trust, Inc. and Opportunity International. MBA from Cornell and BS from Kansas State University.

Adam Bernier

Managing Director; COO
Mr. Bernier serves as Managing Director and Chief Operating Officer for O’Brien-Staley Partners and has over 25 years experience. 21 years of experience for Cargill spanning investment management, internal audit and controllership for both investment business and operating units. Certified Management Accountant & BS in Accounting & Finance from Minnesota State University - Moorhead.

Chuck Anderson

Managing Director, Analytics
Mr. Anderson is responsible for building and managing the analytics practice at O’Brien-Staley Partners and has over 20 years of experience. Previous experience includes global loan portfolio management, valuation, trade structuring, deal execution and risk analytics for Cargill and CarVal. University of Minnesota JD cum laude, BS in Business with distinction from Carlson School of Management at University of Minnesota.

Hugh R. Cameron, CFA

Managing Director, Investments
Mr. Cameron serves as Managing Director of Investments for O’Brien-Staley Partners and has over 10 years of experience. Prior work experience as Director and Associate on the investment team at OSP and as a corporate and municipal bond analyst at Travelers across investment grade and high yield. MBA from University of Chicago (with Honors) and BA in economics from Carleton College.

Terrence DeWitt

Managing Director, Investments
Mr. DeWitt is a Managing Director at O’Brien-Staley Partners with over 25 years of experience in C&I loan portfolio investing. Previously with FirstCity Financial Corporation, including 14 years in JV partnership with CarVal and Cargill. Mr. DeWitt had early career experience as a bank examiner for Office of Controller of Currency, and with United Bankers Inc. and First National Bank Central Texas. BBA in economics & finance from Baylor University.

Kari Johnson

Managing Director, Product Specialist
Ms. Johnson is responsible for portfolio management at OSP, spanning investments, risk management and investor relations functions with over 25 years experience. Founding equity partner of CarVal Investors with 21 years of loan portfolio and special asset experience at CarVal and Cargill. Ms. Johnson has a BA in Accounting and English, summa cum laude, from Concordia College and a Masters of International Management from University of St. Thomas School of Business.

Bill Muenzberg

Managing Director; Chair CRE Credit Committee
Mr. Muenzberg serves as Managing Director for O’Brien-Staley Partners and has over 25 years experience. Formerly Managing Director of CarVal Investors specializing in commercial real estate. 20 years of experience for Cargill across all types of asset-based investments. Founder VineHill Capital Partners (private real estate investment & consulting). MBA from Carlson School of Management & BBA from Wisconsin.

Derek Pitt

Managing Director, Investments
Mr. Pitt serves as Managing Director of Investments for O’Brien-Staley Partners and has over 25 years of experience. Former senior investment roles at Wayzata Investment Partners and Cargill CGM/Black River Asset Management with a focus on sourcing, investing and managing credit strategies. MBA from Michigan State University and BBA in Finance from Pittsburg State University.

Bruce Weintraub

Managing Director, Deal Flow Marketing
Mr. Weintraub serves as Managing Director focused on deal flow marketing for O’Brien-Staley Partners. Over 25 years of business-to-business marketing, branding and communications experience at CarVal Investors, Visteon, W Communications, and CSI Financial Services. AB from University of Michigan.

Carleen Rhodes

Special Advisor, Impact Investing
Ms. Rhodes provides counsel to OSP Investor Relations as well as connections to prospective investors for impact investing. Over 30 years of experience in non-profit sector, including 12 years as CEO of Saint Paul Foundation, the Minnesota Community Foundation, and Minnesota Philanthropy Partners – a network of foundations with investable assets of $1.2 billion. Minnesota State University, St. Cloud, MA and BA in English. Certified Fund Raising Executive (CFRE).

Jennifer Wietecki

Director, Risk and Investor Relations
Ms. Wietecki specializes in Risk and Investor Relations for O’Brien-Staley Partners and has over 10 years of experience. Previous experience in loan portfolios and real estate investment, including C&I Risk Analyst for CarVal Investors. JD from the University of Minnesota Law School (cum laude), BA from the University of St. Thomas (summa cum laude).

Yianni Pantazides

Chief Technology Officer
Mr. Pantazides serves as Chief Technology Officer for O’Brien-Staley Partners. Over 25 years of relevant experience including CarVal Investors, Cargill, Inc. Target Corporate and Higher Education Assistance Foundation. BA from Macalester College; served as a board member at City of Lakes Waldorf School.

Paula Rezac

Director; Accounting
Ms. Rezac serves as Director of Accounting for O'Brien-Staley Partners. 20 years of accounting and financial reporting experience in various roles at Cargill, Inc., CarVal Investors, and Northstar Capital, LLC. BA from Concordia College; passed the Certified Public Accountant and Certified Treasury Professional exams.

Jake Reichert

Director; Operations
Mr. Reichert serves as Operations Director for O’Brien-Staley Partners. Over 15 years of relevant operations, analytical and accounting experience including Whitebox Advisors, CarVal Investors, Cargill and Carlson Companies. BA from Saint Mary’s University.

Jon Hander

Finance Associate
Mr. Hander serves as Finance Associate for O’Brien-Staley Partners. Prior financial and analytical experience at a commercial mechanical contracting company. BS in finance from University of Kansas.

Ana Heeren

Human Resources
Ms. Heeren specializes in Human Resources for O’Brien-Staley Partners. Formerly Human Resources Talent Recruiter for Cargill and CarVal Investors. 15 years of experience specializing in recruiting and private office administration. BS in communication from Bethel University.

Jill Wohlrabe

Director, Talent Recruiting
Ms. Wohlrabe is responsible for MBA recruitment at OSP and has over 25 years of experience. Previous experience at Cargill specializing in human resources, global talent recruiting, training & development and placement for the Strategy and Business Development talent pipeline.

Kari Henry

Ms. Henry serves as Executive Assistant of O’Brien-Staley Partners. Over 15 years of relevant experience in operations, project coordination, investor relations, and loan servicing. Formerly with Black River Asset Management, U.S. Bancorp, and U.S. Bank Home Mortgage. BS from Winona State University.

Mark Mooers, CFA

Managing Director; Investor Relations
Mr. Mooers serves as Managing Director, Investor Relations, for O’Brien-Staley Partners. Over 25 years relevant experience including Black River Asset Management, American Express Asset Management and US Bancorp. MBA from the University of Minnesota & BS from the University of Wisconsin-Madison.

Jen Goldsmith

Director, Investor Relations
Ms. Goldsmith is responsible for Investor Relations at OSP. She has over 20 years of relevant experience including positions at Black River Asset Management, Och-Ziff Capital Management Group and Arden Asset Management. Ms. Goldsmith has a BA in English from Vanderbilt University.

Tim Blanchard

Investor Relations and Marketing
Mr. Blanchard serves in Marketing and Investor Relations support for O’Brien-Staley Partners and has over 25 years relevant experience including over 20 years as a principal for an internet marketing and web development company. BS in Journalism from University of Kansas.

Cait Hurley

Director, Marketing
Ms. Hurley is OSP’s Marketing Director, responsible for developing and maintaining the firm’s brands online and offline. Ms. Hurley has over 10 years of marketing experience. Previous experience leading brand strategy, digital marketing/web development and multi-channel media execution for clients including Land O’Lakes, 3M and UnitedHealthcare. BA in Journalism and Communications from the University of St. Thomas.

Interested in working at
O’Brien-Staley Partners?

O’Brien-Staley Partners is committed to recruiting and hiring the best financial services professionals who share our investment philosophy and business culture.

We look forward to assisting you today. Please let us know more for a personalized experience.
Jen Wietecki | Director
Risk Management & Investor Relations