Decades of Combined Investment Experience
MEET OUR TEAM
Jim Moran
PRINCIPAL
Jim's 36-year career includes investment and operational roles in public markets, commercial real estate, entrepreneurship, and private equity. Jim has built and advised a variety of successful entrepreneurial companies. His knack for designing and building organizations, coupled with his discipline for managing by the numbers, accelerates growth and profitability in the organizations that he leads and advises.
In the midst of the mortgage crisis of 2008, Jim served as Managing Director - Portfolio Management of Hudson Advisors LLC, an affiliate of Lone Star Funds. Lone Star was the biggest buyer of distressed US mortgage bonds during the crisis, purchasing over $90B in notional value. Jim and his fellow managing directors grew the organization from 12 people before the crisis to 130 people at the peak including 70-75 bond traders in New York. Jim concurrently served as President of Hudson Americas (Lone Star's Portfolio Management Affiliate) and shared responsibility for the fund's $8.5 Billion (Equity)/$20 Billion (Total Capitalization) US-based investment portfolio. Jim was a director or officer of several privately owned companies in the Lone Star portfolio, including retailers (BiLo, Bruno's & Virginia Oil); restaurants (Del Frisco's Restaurant Group & Lone Star Steakhouse); and financial services companies (Accredited, B-Line, Caliber Funding, & Vericrest Financial).
Jim previously founded and served as Principal of StateStreet Search Advisors, LP, where he made hundreds of executive placements and consulted with private equity and commercial real estate clients in organizational design, development, finance and operational capacities. Early in his career, Jim managed approximately $1 billion in commercial real estate assets for GE Capital where he was a core leader; he trained in leadership and management at GE Crotonville during the Jack Welch/Gary Wendt era. Jim earned a Bachelor of Arts degree with concentrations in Finance and Economics from the University of Illinois, Champaign-Urbana.
Dana Bonik
PRINCIPAL
Dana’s 25 years as a professional trader and market strategist are the product of a life-long commitment to and obsession with the practice of his craft. Inspired by his grandfather at the age of 9, Dana began investing in individual stocks. In his early adult years, he performed well enough to earn a living while meticulously learning the trading discipline. Through tedious and sometimes painful trial and error, he learned caution hands-on through his own accounts and a discipline that can only come from time in the market. He would say those years taught him his most important lessons: what NOT to do and that "news is noise." Having tried his hand in a variety of different securities, he became convinced that he needed to take a more focused approach and soon began developing strategies for trading S&P 500 index options. He has come to understand the "ways" of the S&P market beast and is remarkably comfortable and level-headed in any condition it may present.
In 1999, Dana and a partner started and grew an index options trading fund to $58M under management through 2007. Since that time, he has developed several market-beating strategies in options and ETFs. As a matter of discipline and risk management, there are certain principles he will not violate, whether in his own accounts or those he trades for others: staying in the market (the bias of the index is up), no single stock risk (sometimes they don't recover), no traditional leverage (margin calls kill accounts), and no naked options (expiration risk is real).
Mark Miller
PRINCIPAL
Mark's 27-year career has been centered around acquisitions, underwriting, compliance, asset management, and corporate operations. Prior to forming Northbrook Advisors, a commercial real estate investment firm, Mark was one of four founding members of Arrow Retail, where he initially oversaw acquisitions, operations, and asset management and eventually served as Managing Partner & COO of its successor company, EB Arrow. He was a member of EB Arrow's Investment Committee and served as Chief Compliance Officer of the firm's $400 million private equity fund from 2016-2018.
Mark was previously with Cypress Equities, where he managed an acquisitions and due diligence pipeline that exceeded $1.9 billion and led the disposition of nine assets totaling over $230 million in proceeds. Prior to Cypress, Mark underwrote loans and REO acquisitions for two of the largest distressed asset investors in the United States at the time, FirstCity Financial (now Trimont) and Lone Star Funds. Mark earned a Bachelor of Science in Financial Economics from Southern Methodist University.
Tim Miller
PRINCIPAL
Tim leverages 16 years of experience focused primarily on managing structured debt and equity transactions in addition to fund management, investor relations, and asset management. Prior to forming Northbrook Advisors, a commercial real estate investment firm, Tim served as Managing Partner at EB Arrow and was a member of its Investment Committee. Tim managed all accounting-related matters, financing efforts, and corporate mergers and acquisitions for EB Arrow. He also advised on business development opportunities and fundraising efforts and was an integral member of the fund management team, overseeing valuations, financial reporting, and fund accounting.
Prior to his management role, Tim helped execute acquisitions, dispositions, and asset management activities for EB Arrow's predecessor, Arrow Retail. Before joining Arrow, Tim was a senior-level associate for PwC in Private Company services. He was previously with Presidio Investments, underwriting CMBS trust pools across all asset classes. Tim earned a B.S. in Business Administration and M.S. in Accounting from the Southern Methodist University Cox School of Business.
