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Leadership

Andrew Redleaf, Founding Partner & Chief Executive Officer:

With almost 30 years’ experience as an Options Trader, an original Founder of the Deephaven Market Neutral Fund, and the Creator of Whitebox Advisors, Andrew brings a refreshing combination of insight, energy, and humor to managing a highly successful and creative family of hedge funds. He graduated from Yale University in three years with a BA and MA in Mathematics and was recognized as the top mathematics student of his graduating year.

Jonathan Wood, Partner & Chief Operating Officer:

With more than a decade of experience in the hedge fund industry, Jonathan is responsible for financial management processes and controls for Whitebox Advisors. Jonathan began his career in hedge funds with EBF & Associates, a multi-strategy market-neutral fund with $2 billion under management, where he eventually rose to the position of Treasury Manager, responsible for monitoring daily liquidity and leverage of the funds as well as covering foreign-currency exposure. He joined Whitebox as CFO in 2000. He holds a BBA in Accounting and Financial Management from the University of North Dakota.

Robert Vogel, Partner:

Robert came to Whitebox as a Convertible Trader in 1999 and has managed convertible arbitrage strategy since its inception in 2001. Rob’s five-year record makes him one of the most successful convertible managers in the business. Before joining Whitebox, Rob worked for EBF & Associates, where the U.S. convertible bond book Rob assisted on had a long market value of approximately $200 million and was focused on low-premium, high-delta set-ups. Prior to joining EBF, Rob was an Actuary from 1991–1995 and ran statistical models to estimate insurance reserves. Rob holds an MBA from the University of Minnesota and a BS in Applied Mathematics and Statistics from the University of Florida.

Gary Kohler, Partner:

Gary is responsible for the qualitative review of trading opportunities for the Long / Short Equity Strategy. Gary’s two decades of experience in uncovering special opportunities, especially in small and micro caps, are reflected not only in the success of Intermarket but also across the firm. Gary spent 13 years with Okabena Company and Okabena Investment Services, most recently as Vice President and Portfolio Manager. At Okabena, Gary created the Okabena Red Partnership focused on small and micro cap growth stocks and the early identification of companies that had not yet been discovered by more conventional growth managers. In 2001, Gary launched a private partnership with Andrew Redleaf focused on capturing value in deeply distressed or grossly undervalued micro-cap public companies. The success of this partnership helped inspire the launch of Whitebox’s Intermarket Fund. Gary earned his BA from the University of Minnesota, where he majored in Psychology. He completed his MBA at Cornell University’s Johnson School with concentrations in both Marketing and Finance. While at the Johnson School, Gary studied under Richard Thaler, a pioneer in behavioral economics.


Dr. Jason Cross, Partner:

Jason leads quantitative research and applications at Whitebox. He graduated from the University of British Colombia with a degree in Mathematics and Statistics. He also holds an MBA from the University of Chicago and a Ph.D. in Statistics from Yale University. His dissertation was published in the Journal of Mathematical Finance and made a significant contribution to “universal portfolio theory,” which deals with portfolio returns over an infinite time horizon. Prior to joining Whitebox, Jason spent two years working with Nobel Laureate Myron Scholes at Oak Hill Platinum Partners where he developed models for long/short equity strategies.


Nick Swenson, Partner:

Nick joined Whitebox in 2001. Nick’s background includes investment banking at Piper Jaffray and Lehman Brothers, as well as distressed credit analysis for Varde Partners. Nick graduated summa cum laude in History from Middlebury College and earned an MBA in Finance from the University of Chicago.