Advisory Board

Carl Jenkins is Managing Director and Head of Community Investments for BMO Harris Bank N.A., the U.S. banking subsidiary of BMO Financial Group.  Additionally, Mr. Jenkins chairs the board of directors for BMO Private Equity (U.S.), Inc., the BMO subsidiary that originates mezzanine debt and impact equity investments directly to operating businesses.  Prior to his current position, he served as a commercial real estate lender for BMO Capital Markets and the BMO Harris Community Development Lending team.  Before joining BMO Harris Bank, Mr. Jenkins worked for the Local Initiatives Support Corporation (LISC), a national community development financial institution.  He earned his bachelor’s degree in architecture from Washington University in St. Louis and holds an MBA from the Kenan-Flagler School of Business at the University of North Carolina.

Mr. Kirk is a founder and Managing Partner of Everside Capital Partners, an SEC-Registered Investment Advisor that partners with leading lower-middle market lenders and small businesses.  Prior to Everside, Mr. Kirk spent six years at Third Avenue Management where he was a Portfolio Manager of the Focused Credit Fund, which managed over $3 billion in credit investments.  Previously, he spent seven years at J.P. Morgan, most recently as a research analyst covering high yield issuers.  Prior to his role in investment research, Mr. Kirk worked on the emerging markets trading desk where he traded Mexican, Turkish and Russian sovereign bonds and options as well as corporate debt.  He also worked with the Principal Finance team performing due diligence for purchasing and securitizing non-performing loans in the United Kingdom and Germany.  Mr. Kirk holds an M.A. in Economics from Cambridge University and is a CFA charterholder.  He holds dual undergraduate degrees in Economics and Political Science from Yale University.

Anthony Moretti is a Vice President of SBIC Investments at TD Bank, N.A.  Prior to joining TD Bank, Mr. Moretti was a Managing Director for Lombard International, where he was head of a team responsible for the firm's $7 billion platform of over 100 private funds and over 50 custom account offerings.  Previously, Mr. Moretti was a Portfolio Manager at Rock Hill Investments, where he led the private placement investment effort and executed over 50 private transactions to provide capital to emerging micro-cap companies.  Mr. Moretti has an M.B.A. in Analytical Finance and Economics from the Booth School of Business at the University of Chicago and a B.S. in Industrial Engineering from Northwestern University.  He is also a member of the CFA Society of Philadelphia.