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About Oak The Team
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The Team

The team has been here before.

Lenders, owners, operators, and servicers — across every cycle since the early ’90s. The seats we sit in now, we’ve sat across from.

$25B+team career CRE financings
150+years combined experience
$10B+originated by our CEO

Leadership

Leadership

Gary Bechtel
Chief Executive Officer

Gary Bechtel

Four decades in institutional CRE lending; $10B+ originated, including scaling a national lending platform from $24M to $850M AUM.

Raymond T. Davis
President & Chief Strategy Officer

Raymond T. Davis

20+ years across real estate finance, fund formation, and M&A; leads Oak’s strategy and insurance SMA platform.

Kevin P. Kennedy
Chief Sales & Distribution Officer

Kevin P. Kennedy

26 years at BlackRock; leads capital formation and distribution relationships.

Paul Cleary
Chief Operating Officer & General Counsel

Paul Cleary

Runs the platform’s operations and holds its credit standards; operator and attorney in one seat.

Thomas A. McGovern
Chief Financial Officer

Thomas A. McGovern

20+ years on Wall Street — Nomura, Morgan Stanley, Lehman Brothers. CPA and CFA.

Matthew Webster
EVP & Chief Credit Officer

Matthew Webster

30+ years in CRE credit; former Global Head of Real Estate Finance at HSBC. CFA.

Brook Scardina
Capital Markets & Investments

Brook Scardina

20+ years in institutional capital markets; roughly $12B deployed across cycles.

Robert R. Kaplan, Jr.
Senior Advisor Legal Affairs

Robert R. Kaplan, Jr.

$4B+ in securities transactions; recognized by Best Lawyers every year since 2013.

Commercial Real Estate Lending

Bring us the deal. Talk to the team.

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Chief Executive Officer

Gary Bechtel

39 years in institutional CRE lending. Former President of Money360, where he led growth from $24M to $850M in AUM. More than $10B in CRE originated over his career. Led Oak through its formation and through the 2022–2024 rate environment. Based in Charlotte, North Carolina. Responsible for national lending operations and business development.

President & Chief Strategy Officer

Raymond T. Davis

More than 20 years in real estate finance, strategy, fund formation, and M&A. Leads strategic initiatives and corporate development. Drives expansion of the insurance SMA platform and institutional distribution.

Chief Sales & Distribution Officer

Kevin P. Kennedy

26 years at BlackRock, most recently as Managing Director and Divisional Sales Director. Leads capital acquisition, platform distribution, and broker-dealer relationships.

Chief Operating Officer & General Counsel

Paul Cleary

Former COO of Money360. MBA, UC Irvine. JD, USD Law. Manages day-to-day operations across business units and geographies. Accountable for the systems and processes that enforce the Oak credit standard at scale.

Chief Financial Officer

Thomas A. McGovern

More than 20 years on Wall Street, including roles at Nomura, Morgan Stanley, and Lehman Brothers. CPA. CFA. Oversees financial operations, reporting, and strategic financial planning.

EVP & Chief Credit Officer

Matthew Webster

More than 30 years in CRE. Former Global Head of Real Estate Finance at HSBC. CFA. Leads credit analysis and risk management. Sets the framework every Oak loan is approved against: senior-secured, first-lien, 55–75% stabilized LTV.

Capital Markets & Investments

Brook Scardina

More than 20 years in institutional capital markets. Approximately $12B deployed over his career. Former roles with Georgia Tech Foundation and UNC Management Company. Leads external capital markets strategy for Oak's institutional sector. Based in Irvine, California.

Senior Advisor Legal Affairs

Robert R. Kaplan, Jr.

More than $4B in securities transactions. Recognized by Best Lawyers since 2013. Expertise in securities law, regulatory compliance, and complex transaction structuring.

The Companies

Private commercial real estate credit, structured for protection, built for performance, and guided by partnership in the creation of long-term value.

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