José Blanco is a Managing Partner at CVF Capital Partners and brings over 30 years of investment experience to the firm. Before co-founding the firm in 2005, Mr. Blanco served as a Regional Vice President and Chief Investment Officer at AIG Investment Corporation (AIG), where he supervised direct investments in a variety of industries including manufacturing, logistics, distribution, business services, and financial services.
Following his tenure at AIG he served as the CFO for a NASDAQ listed company. This experience allows Mr. Blanco to combine his tenure as an investment officer with his operating experience as a CFO to assist companies execute on their business plans and build value for all stakeholders.
At CVF Capital Partners, Mr. Blanco has led investments in healthcare, manufacturing, recycling, aerospace, logistics, business services and telecom throughout the Western U.S. He currently sits on the boards of Pioneer Recycling Services, Precision Machine & Manufacturing, Utility Telecom, ComAv and Off-Spec Solutions where he has teamed up with owners and founders to build value for all stakeholders..
Mr. Blanco earned a PhD in Economics from Utah State University, an M.S. from the University of Utah, an M.B.A. from Claremont Graduate University, and a B.A. from Saint Michael’s College.
Edward McNulty is a Managing Partner at CVF Capital Partners and brings over 35 years of experience in corporate finance, investment, turnaround, and general advisory experience to the firm. Before joining the firm in 2006, Mr. McNulty held various senior positions in merchant and investment banking at the Chase Manhattan Bank. At Chase he oversaw multi-billion dollar leveraged credit portfolios and had oversight responsibility for the structuring and valuation of new leveraged finance transactions. He has acted as lead banker on over $23 billion worth of deals, involving acquisition finance, recapitalizations and restructurings. As a banker and investor, he has focused on middle market companies, providing debt and equity financing, as well as actively working with management teams to grow their businesses.
Mr. McNulty earned a Masters in International Finance from Columbia University and a Bachelor’s degree from Colgate University.
Brad Triebsch is a Managing Partner at CVF Capital Partners and contributes over 25 years of experience in taking companies from concept to a successful exit. Prior to co-founding CVF, Mr. Triebsch served as a public finance investment banker for Westhoff, Cone and Holmstedt. Previously, Mr. Triebsch worked with former Los Angeles Dodger personnel on a successful turnaround for a sports medicine company. Mr. Triebsch also co-founded and was President of ConVault Mid-Atlantic, Inc., an Inc 500 environmental manufacturing firm. Early in his career, Mr. Triebsch worked for a boutique investment banking firm called First Chesapeake Capital and on Capitol Hill as an aide to Majority Whip Tony Coelho (D-CA).
Mr Triebsch is a graduate of Saint Mary’s College of California and attended law school at the University of San Francisco. Mr. Triebsch is a fourth generation Central Valley native and maintains strong business and political ties to the region. He has served on several public and private boards including the UC Merced Foundation Board of Trustees, The Board of Regents for Saint Mary's College of California, Fresno State’s Lyles Center for Entrepreneurship, The Stockton Business Council and nationally on the Board of Governors for the Small Business Investor Alliance (SBIA)- the trade association for SBIC’s.
Stefan Okhuysen is a Principal at CVF Capital Partners and heads the San Diego office. He brings over 10 years of investment, investment management and operational experience to CVF and has either led or participated in transactions in several sectors, including logistics, manufacturing, healthcare, business services, education, food and beverage, and retail. He has sat on a number of boards in these sectors, either as a member or advisor in both Mexico and the U.S.
Mr. Okhuysen joined CVF in 2011 but between 2013 and 2016 he served as Vice President at Tresalia Capital's Private Equity team, where he led and participated in several transactions throughout the U.S. and Mexico.
Prior to transitioning into Private Equity, Mr. Okhuysen was founder and CEO of SOU Group, a Los Angeles-based imports and distribution firm focused on Hispanic products. Previously, he worked at Banco Santander Suisse’s Asset Management division in Geneva, Switzerland, as a Fixed Income Analyst.
Stefan received an M.B.A. from the Kellogg School of Management at Northwestern University and a B.A. in Financial Management from Tec de Monterrey.
Chris Carleson joined CVF Capital Partners in 2012. Prior to joining the firm, he worked at ING Variable Annuities as an internal wholesaler. As part of his responsibilities, he worked in conjunction with the external wholesaler to expand the Midwest territories by aggressively pursuing leads and modeling financial scenarios for the client. At CVF Capital Partners, Mr. Carleson analyzes new investment opportunities, participates in the due diligence process, and monitors investments in the portfolio.
Mr. Carleson received an M.B.A. from the University of California, Davis, and a B.S. from the University of California, Irvine.
Jim Allred joined CVF Capital Partners in 2013. As a Vice President, Jim is responsible for investment origination, due diligence and underwriting, deal execution, and portfolio company management. During his time at CVF, he has participated in a variety of transactions across several industry sectors, including: distribution and logistics, manufacturing, business services, telecom, aerospace, and food and beverage. He has participated on a number of boards across these sectors, either as a member or observer.
Prior to joining CVF Capital Partners, Mr. Allred gained industry experience at Goldman Sachs Asset Management on the Fixed Income Product Management team, where he worked with high yield and securitized products.
Mr. Allred graduated Summa Cum Laude from the Jon M. Huntsman School of Business as a triple major with B.A. degrees in Finance, Economics, and International Business. Mr. Allred is also a CFA® charterholder.
Alex Daines joined CVF Capital Partners in 2017. Prior to joining CVF, he spent nearly two years at Goldman Sachs Asset Management working in the Alternative Investment and Manager Selection (AIMS) business specializing in hedge fund client strategies. While at Goldman Sachs, he helped construct, monitor, and analyze hedge fund of fund portfolios for multi-billion dollar institutional and high net worth clients. He is also Series 7 and 63 FINRA certified.
Mr. Daines graduated Magna Cum Laude from the Jon M. Huntsman School of Business at Utah State University with B.A.’s in Finance and Economics. He was also a member of the tennis team and spent two years abroad in Santiago, Chile where he developed fluency in Spanish.
Anthony Bretting joined CVF Capital Partners in 2017. Prior to joining the firm, he worked in KPMG, LLP's audit practice for 5 years. During his time in public accounting, he led engagement teams performing a range of assurance services including financial statement and internal control audits, federal compliance audits, and agreed upon procedures. He gained experience spanning a diversified client portfolio with primary focus on mid-market private companies in the consumer goods and services, agriculture, manufacturing, utilities, and higher education industries.
Mr. Bretting graduated Magna Cum Laude from California State University, Sacramento, with multiple honors and received a B.S. in Business Administration, Accountancy Concentration. He earned his California CPA license in 2014 and achieved attestation certification thereafter.