Lorenzo Esparza is the Chief Executive Officer and Founding Principal of Manhattan West Asset Management, where he is responsible for ensuring strict adherence to the firm’s investment philosophy, dedicated service model and overall strategic vision. With an investor-centric mindset, Mr. Esparza is focused on delivering a vertically integrated best-of-breed organization for clients, partners, and shareholders.
Mr. Esparza launched Manhattan West in 2016 as an independent, Latino-owned, emerging investment management firm. Mr. Esparza is a powerful business driver whose entrepreneurial instincts and clarity of vision led to the creation of multiple business strategies and new investment ideas. Embracing the core values of integrity, respect and honesty, Mr. Esparza’s efforts seek to position the firm as a leader in the investment industry serving ultra-high net worth clients, family offices, banks, insurance companies, public and private pension funds in the United States and abroad.
Mr. Esparza began his career in financial services at AllianceBernstein before joining J.P. Morgan Securities. Active in his community, Mr. Esparza is a member of the New America Alliance, the former chairman of the board of Los Angeles’ Cancer Support Community—Benjamin Center, sits on the board of the Richstone Family Center, and volunteers at the Chadwick School in Palos Verdes, California.
Mr. Esparza received a Bachelor of Arts degree from the University of California at Santa Barbara and a Juris Doctor degree from Loyola Law School at Loyola Marymount University in Los Angeles.
Roberto Barragan is a Senior Managing Director with Manhattan West Asset Management where he oversees the debt investments of Manhattan West Community Investment Fund I.
Prior to joining Manhattan West, Mr. Barragan was President of the VEDC (Valley Economic Development Center) for 17 years where he managed the largest small business development non-profit organization in Los Angeles. Barragan led the VEDC to national prominence as a highly regarded small business lender originating $25 million annually in small business loans to minority borrowers. The VEDC increased its assets from $10 to $70 million in the last 6 years, lent almost $100 million to women and minority business owners, and launched numerous business programs including Business Opportunity Funds in Chicago and New York, the Pacoima Development Federal Credit Union, the National African American Small Business Loan Fund, the Women’s Small Business Risk Mitigation program, the National Micro Finance Fund and many others. He has created innovative programs for providing access to capital to underserved communities while balancing capital preservation with investment performance.
Barragan’s expanded VEDC portfolio supported loan funds in Los Angeles, Chicago, Las Vegas, Reno, Salt Lake City, Miami and the New York Tri-State area. His commitment to diverse communities is evidenced by the $13 million he lent to African American communities and $35 million lent to Latino businesses in the last 10 years. Over the last 21 years, he has raised almost $200 million in federal, state and local investments as well as loan and equity investments from financial institutions, foundations and corporations.
With almost 30 years of experience lending to minority communities across the United States, Mr. Barragan is a nationally recognized professional on small business, loan funds, and is a regular lecturer and media correspondent on these subjects. Active in the community, Mr. Barragan serves as the Vice Chair of the Federal Reserve Bank Community Advisory Council. Additionally, Mr. Barragan serves on the Board of California United Bank and the Community Advisory Board for Wells Fargo Bank.
Mr. Barragan graduated from Princeton University and attended the Haas School of Business at the University of California, Berkeley.
OC Isaac is a Managing Director with Manhattan West Asset Management where he oversees capital raising efforts and debt investments in the Manhattan West Community Investment Fund I. Based in New York, Mr. Isaac covers the east coast of the United States for Manhattan West where he works directly with global banking and insurance institutions and their direct investments in the Fund.
Previously, Mr. Isaac held executive level positions as Vice President of National Strategic Initiatives & Head of Lending East at the VEDC (Valley Economic Development Center) and as Vice President of Economic Development & Strategic Projects at the NYBDC (New York Business Development Corporation). While serving the VEDC, Mr. Isaac originated and executed a multi-million dollar National African American Loan Fund in partnership with Chase Bank. During his tenure at NYBDC, Mr. Isaac raised capital for three separate multi-million dollar Funds targeting underserved communities in Brooklyn, Queens and the Bronx.
Prior to NYBDC, Mr. Isaac was appointed by then President, Barack Obama, to the United States Small Business Administration (SBA) where he served honorably as a Special Advisor in the Office of Capital Access. While at the SBA, Mr. Isaac redesigned and launched the SBA Small Loan Advantage and Community Advantage Loan Programs. Additionally, Mr. Isaac oversaw strategy and outreach focused on increasing the SBA’s provision of capital to underserved markets.
Mr. Isaac began his career in financial services in the Investment Banking Divisions of Lehman Brothers and Bank of America Merrill Lynch upon graduation.
Mr. Isaac earned his Bachelor’s degree from Bowdoin College, where he played varsity soccer and received a merit-based, full-tuition scholarship.
Angie Quintero-Spielman is an Executive Director at Manhattan West Asset Management, where she provides tailored wealth management services to a select group of high-net-worth private clients, corporations and non-profit institutions. Ms. Quintero-Spielman works with clients and their outside advisors to manage assets and liabilities in order to provide comprehensive solutions to drive bottom line growth. She brings an extensive understanding of the financial services business to bear for clients, constantly striving for excellence in advice and counsel.
By leveraging the firm’s robust platform, Ms. Quintero-Spielman delivers focus-driven ideas for middle-market business owners and non-profit boards. Her client base benefits from her deep experience across the financial service landscape, from the fixed income trading floors in New York to the top of the middle market banking industry in Southern California. Ms. Quintero-Spielman brings a tailored, disciplined, and data-driven approach to identifying and helping clients make sound personal and business-related decisions for their long-term wealth creation.
Ms. Quintero-Spielman began her career in New York at Bloomberg before joining J.P. Morgan Asset Management, supporting their Chief US Economist in their Fixed Income group. Prior to joining Manhattan West, she worked in the Commercial Banking and Business Banking divisions at Bank of America and J.P. Morgan Chase, where she was recognized as one of the top professionals in her space. She ranked within the top ten producers in her region at J.P. Morgan Chase in 2012 and 2013 and ranked #1 in credit production nationally in 2014.
Having sourced, originated and funded millions of dollars in business lending for clients at Bank of America and JP Morgan Chase, Ms. Quintero-Spielman also serves on the Loan Committee of the Manhattan West Community Investment Fund I, LP where her credit background and keen eye for risk management makes her an impactful contributor.
Ms. Quintero-Spielman earned a bachelor’s degree in Political Science and Economics from New York University. She grew up in Panama and enjoys international travel and spending time with her husband and two boys.
Angela Stanislawski is an Executive Director and Senior Administrative Officer with Manhattan West Asset Management. Ms. Stanislawski leverages her 20 years of experience in the credit and lending industry and manages the day-to-day operations of the firm’s investments in the Manhattan West Community Investment Fund I.
Prior to joining Manhattan West, Ms. Stanislawski held various executive level positions at the VEDC (Valley Economic Development Center), the largest small business development organization in Los Angeles, where she served as Vice President of Programs & Administration as well as Vice President of Operations. She supervised loan administration, collections, logistics and business services for the VEDC’s headquarter, affiliate and satellite locations.
Ms. Stanislawski worked closely with the VEDC’s President to negotiate loan agreements for programs, developed strategic alliances and provided general administrative oversight.
Ms. Stanislawski currently serves on the Supervisory Committee of the PDFCU (Pacoima Development Federal Credit Union).
Ms. Stanislawski earned a Bachelor’s degree from the California State University, Northridge.
Sofia Azizi is a Director, Alternative Investments at Manhattan West Asset Management. Ms. Azizi focuses on the implementation of alternative investment strategies including the Manhattan West Community Investment Fund I. Ms. Azizi’s efforts include capital raising, Fund administration, investment analytics and Fund performance reporting. Ms. Azizi is acutely focused on contributing to the success of the Fund through its various stages.
Ms. Azizi leverages the firm’s resources by working closely with investment teams in order provide favorable outcomes for clients. Ms. Azizi works with management in conjunction with efforts to correspond with prospective and existing clients. In addition, Ms. Azizi is responsible for helping to manage and oversee branding strategies and research distribution efforts to best position the firm in the industry.
Prior to joining Manhattan West, Ms. Azizi worked at J.P. Morgan Securities, where she began as an intern and then joined the firm full-time immediately following graduation. She graduated Magna Cum Laude from the University of Southern California with a Bachelor of Science degree in Business Administration. Ms. Azizi enjoys hiking, traveling and spending time with her twin nieces.
Nilima Kapoor is a Director and Senior Underwriter at Manhattan West Asset Management where she oversees the debt instruments of the Manhattan West Community Investment Fund I. With her small business lending background, Ms. Kapoor applies a logic driven common sense approach to underwriting criteria.
Ms. Kapoor analyzes loans as potential investment candidates across various industries, develops financial forecasts, negotiates terms and structures potential financing arrangements.
Prior to joining Manhattan West, Ms. Kapoor worked at the VEDC (Valley Economic Development Center), the largest small business development organization in Los Angeles. Over her extensive tenure at VEDC, Ms. Kapoor served the institution as Senior Credit Officer, Collections Manager and the Director of Special Assets & Risk Management. Ms. Kapoor also held management positions with the SBA Microloan Program and the San Fernando Valley Financial Development Corporation.
An active voice among banking and credit institutions, Ms. Kapoor serves on the Supervisory Committee of the Pacoima Development Federal Credit Union.
Ms. Kapoor graduated from Loma Linda University (now La Sierra University) with a Bachelor of Science degree in Biology. Ms. Kapoor earned a Master of Business Administration from the Marshall School of Business at the University of Southern California and studied abroad at the Otto Beisheim School of Management in Germany and the University of Melbourne in Australia.
Michael Oberlitner is the Chief Credit Officer at Manhattan West Asset Management where he oversees the lending operations, credit policies, underwriting guidelines and risk management procedures of the Manhattan West Community Investment Fund I. Mr. Oberlitner provides counsel over the firm’s investments in secured loans in the Fund.
Prior to joining Manhattan West, Mr. Oberlitner was the Chief Credit Officer of the VEDC (Valley Economic Development Center) for more than 15 years. Previously, Mr. Oberlitner served as the Deputy Secretary of Economic Development for the State of South Dakota.
Mr. Oberlitner served the Economic Development Administration of the US Department of Commerce in several roles. As Director of Industrial & Business Development for American Indian Reservations, he implemented a nationwide program to provide economic development programs to Indian tribes with government funded infrastructure.
Mr. Oberlitner also served as Director of Liquidation in which he directed the liquidation of over $600 million direct and guaranteed agency loans. In his final years working for the US Department of Commerce, Mr. Oberlitner worked as Acting State Director for California and the Manager of Financial Restructuring Assistance Program to implement a California focused delivery system for agency programs in the wake of the Northridge earthquake.
Mr. Oberlitner served on the board of the Farmworker Health Organization, a non-profit healthcare coordination agency for migrant/immigrant farmworkers. He currently provides pro-bono support for several non-profit organizations in the Los Angeles area.
Kate Kurz, the Chief Compliance Officer and Senior Operations Manager at Manhattan West Asset Management, has over 16 years of experience in the financial services industry. She is responsible for overseeing client support operations for high-net-worth private clients and institutions. She manages all aspects of client deliverables in order to surpass the needs and expectations of all clients.
Among her duties, Ms. Kurz serves as the firm’s Chief Compliance Officer, in charge of overseeing and managing regulatory compliance. Her objective is to ensure that Manhattan West employs best practices so that internal policies and procedures comply and exceed regulatory requirements. Further, she ensures the firm’s employees operate in accordance with both internal and external standards.
Ms. Kurz displays a high level of professionalism and is supremely focused on making sure clients are treated with the highest degree of support. Prior to Manhattan West, she worked at several global financial services firms, including Lehman Brothers, Bank of America Private Bank, Deutsche Bank Securities, and J.P. Morgan Securities.
A graduate of Boston College, Ms. Kurz earned a Bachelor of Science degree in Chemistry. In her spare time, Kate enjoys spending time with her husband and two little boys in Hermosa Beach, CA.
Stephanie Ruiz Steele is a Senior Administrative Manager at Manhattan West, where she is tasked with overseeing the firm’s business management operations. She brings over 20 years of business experience in various industries and has serviced both high-profile individuals and Fortune 500 companies.
Prior to joining Manhattan West, Ms. Steele held managerial positions with FTI Consulting in Los Angeles, a publicly traded global consulting firm, and The Salter Group, a boutique valuation and consulting firm that was consistently ranked as one of the top firms in its industry by Thompson Reuters. She has also held senior sales positions at various companies including News America Marketing, a division of News Corporation.
Ms. Steele earned a Bachelor’s degree with honors from the University of California at Santa Barbara.
Kelley Stanske is a Senior Client Associate at Manhattan West, where she is responsible for facilitating the client service and operational functions for high-net-worth private clients and institutions. In her role, she onboards clients, facilitates money movements, creates presentations, and executes trades. She works closely with the Manhattan West management team and client base to provide dedicated investment, banking, and lending support.
Maintaining client relationships and performing due diligence, Ms. Stanske is an integral part of Manhattan West. She displays a high level of professionalism in ensuring clients receive concierge-level service. Ms. Stanske’s relationship management skills, attention to detail, and ability to multi-task are vital to keeping clients satisfied and the team organized.
Prior to Manhattan West, Ms. Stanske worked at J.P. Morgan Securities. She earned a Bachelor’s degree in Economics and Mathematics from the University of California at Santa Barbara.