Our Story
Oak Branch Advisors builds value for our clients by enabling strategic asset transparency in support of critical investment decisions and proactive asset administration.
OUR MISSION
To help participants in private credit markets operate more efficiently, manage risk more effectively, and scale with confidence through world-class operational services and technology.
Leadership Team
Experienced Professionals. Trusted Advisors.
Oak Branch Advisors is led by professionals with deep expertise across private credit, asset-based lending, structured finance, operations, and technology.
Chad Burhance
Chief Executive Officer
Bryan Boyer
Chief Technology Officer
Dan Hevesi
Executive Managing Director
Core Values
The Principles That Guide Our Work
Excellence
We hold ourselves to the highest standards of accuracy, responsiveness, and execution.
Integrity
Trust is earned through transparency, accountability, and consistency.
Innovation
We continuously improve our technology and processes to solve evolving client challenges.
Partnership
We view every client relationship as a long-term partnership built around shared success.
Trusted Partners & Industry Relationships
