Wexford currently employs over 50 people,
including 24 investment professionals
Wexford currently employs over 50 people,
including 24 investment professionals
Investment Team
Business Team
Charles E. Davidson co-founded Wexford in 1994 and serves as its Chairman and Chief Investment Officer. Mr. Davidson has primary responsibility for the overall strategic direction of Wexford’s investment activities, and serves as the Senior Portfolio Manager for the Hedge funds. From 1984-94, Mr. Davidson was a General Partner of Steinhardt Partners, L.P. where he was responsible for all fixed income arbitrage, risk arbitrage, private equity, distressed/bankruptcy and special situation investments of the multi-billion dollar hedge fund. From 1977-84, Mr. Davidson was employed by Goldman Sachs & Co. where he was the head of domestic corporate bond trading and proprietary trading. Mr. Davidson holds an MBA and a BA in economics from the University of California – Los Angeles.
Joseph M. Jacobs co-founded Wexford in 1994 and serves as its President. Mr. Jacobs has primary responsibility for overseeing the activities of the Wexford Private Equity Funds. He has served on the boards and creditors’ committees of a number of public and private companies in which Wexford has held investments. From 1982-94, Mr. Jacobs was employed by Bear Stearns & Co., Inc. where he attained the position of Senior Managing Director. While at Bear Stearns, Mr. Jacobs was active in bankruptcies and restructurings and was responsible for all of the firm’s real estate investment banking activities, including debt and equity financing of real estate on both a private and public basis, real estate investment, and advisory services. From 1979-82, he was employed as a commercial lending officer at Citibank, N.A. Mr. Jacobs holds an MBA from Harvard Business School and a BS in economics from the Wharton School of the University of Pennsylvania.
Charles E. Davidson co-founded Wexford in 1994 and serves as its Chairman and Chief Investment Officer. Mr. Davidson has primary responsibility for the overall strategic direction of Wexford’s investment activities, and serves as the Senior Portfolio Manager for the Hedge funds. From 1984-94, Mr. Davidson was a General Partner of Steinhardt Partners, L.P. where he was responsible for all fixed income arbitrage, risk arbitrage, private equity, distressed/bankruptcy and special situation investments of the multi-billion dollar hedge fund. From 1977-84, Mr. Davidson was employed by Goldman Sachs & Co. where he was the head of domestic corporate bond trading and proprietary trading. Mr. Davidson holds an MBA and a BA in economics from the University of California – Los Angeles.
Joseph M. Jacobs co-founded Wexford in 1994 and serves as its President. Mr. Jacobs has primary responsibility for overseeing the activities of the Wexford Private Equity Funds. He has served on the boards and creditors’ committees of a number of public and private companies in which Wexford has held investments. From 1982-94, Mr. Jacobs was employed by Bear Stearns & Co., Inc. where he attained the position of Senior Managing Director. While at Bear Stearns, Mr. Jacobs was active in bankruptcies and restructurings and was responsible for all of the firm’s real estate investment banking activities, including debt and equity financing of real estate on both a private and public basis, real estate investment, and advisory services. From 1979-82, he was employed as a commercial lending officer at Citibank, N.A. Mr. Jacobs holds an MBA from Harvard Business School and a BS in economics from the Wharton School of the University of Pennsylvania.
Mark D. Zand joined Wexford in 1996 and became a Partner in 2001. Mr. Zand has served as a co-Portfolio Manager for the Wexford Credit Opportunities Funds since its founding in 2002. His responsibilities include research and trading in high yield fixed income and distressed securities. From 1980-96, Mr. Zand worked for Merrill Lynch where he was Managing Director in the High Yield Department and Manager of High Yield Sales. From 1976-80, Mr. Zand worked at Stuart Brothers in fixed income research and sales, and at E.F. Hutton managing their Taxable Corporate Unit Investment Trusts. Mr. Zand holds an MBA from New York University and a BA in economics from the University of Michigan.
Aaron S. Meyer joined Wexford in 2014 and became a Partner in 2018. Mr. Meyer focuses on Wexford’s public investments. From 2010-13, Mr. Meyer was a Portfolio Manager at RBC Proprietary Trading, managing a long-short portfolio. From 2009-10, Mr. Meyer was a Portfolio Manager and Analyst managing a long-short portfolio at Millennium Management and from 2007-09, he was a Portfolio Manager managing a long-short portfolio at Satellite Asset Management. From 1999-01 and 2003-07, Mr. Meyer also gained investment experience at CR Intrinsic Investors, Neuberger Berman and Goldman Sachs. Mr. Meyer holds an MBA from New York University and a BA in Political Science and International Economics from Haverford College.
Fernando Lopez-Oña joined Wexford as a Partner in 2020. Mr. Lopez-Oña has over 22 years of experience in the financial services industry. Prior to joining Wexford, Mr. Lopez-Oña spent almost 7 years at Silver Rock Financial L.P. and its predecessor entities which he joined in 2013 as Managing Partner of the UK entity. During his time in London, he was responsible for sourcing and managing EMEA credit & equity opportunities for the Milken Family office. Then in 2017, after Silver Rock spun out of the family office as a $3Bn+ AUM opportunistic credit registered investment advisor, he joined the Santa Monica, California based team as a senior member of their Investment Committee. Mr. Lopez-Oña began his career at Citigroup where he spent 15 years within the global markets and corporate banking divisions in the US, Europe, Latin America and Asia. His last role at Citigroup was Managing Director and Head of European Distressed Debt Trading. Mr. Lopez-Oña holds a Bachelor’s degree in Economics from the University of Pennsylvania.
John C. Sites, Jr joined Wexford in 2006, became a Partner in 2008, and Special Limited Partner in 2021. Mr. Sites manages single family mortgage investments, invests in small and mid-cap biotech equities, and participates in the investment in private companies specializing in medical devices. From 1996-2006, Mr. Sites was a Partner in Daystar Special Situations Fund, a distress investment firm, and was also Partner in PE fund called Rock Creek Capital. From 1981-1995, Mr. Sites was Partner of Bear Stearns & Co, Inc., and ultimately became an Executive Vice President and member of the Management and Executive Committees of the public firm. Mr. Sites created and managed the mortgage-backed securities department at Bear Stearns and supervised the Financial Institutions Investment Banking Department and Bear Stearns Asset Management for five years. Prior to 1995, Mr. Sites was employed by Trading Company of the West, and Morgan Keegan & Company. Mr. Sites graduated from Rhodes College as a Phi Beta Kappa in 1974.
Paul M. Jacobi joined Wexford in 1996 and became a Partner in 2012. Mr. Jacobi focuses on Wexford’s private equity energy investments. From 1995-96, Mr. Jacobi worked for Moody’s Investors Services as an analyst covering the investment banking and asset management industries. From 1993-95, Mr. Jacobi was employed by Kidder Peabody & Co. as a senior financial analyst in the investment banking group. From 1988-93, Mr. Jacobi worked for KPMG Peat Marwick as an audit manager in the financial services practice. Mr. Jacobi holds a BS in accounting from Villanova University and is a Certified Public Accountant.
Arthur H. Amron joined Wexford as General Counsel in 1994 and became a Partner in 1999. In 2024 Mr. Amron resigned as General Counsel and became a Special Limited Partner. Mr. Amron manages various private equity investments, particularly in the aviation / transportation and bankruptcy areas, and serves on a number of boards of directors, including those of the Wexford hedge funds. From 1991-94, Mr. Amron was an Associate at Schulte Roth & Zabel LLP specializing in corporate and bankruptcy law and from 1984-91, Mr. Amron was an Associate at Debevoise & Plimpton LLP specializing in corporate litigation and bankruptcy law. Mr. Amron holds a JD from Harvard University, a BA in political theory from Colgate University and is a Connecticut Bar Authorized House Counsel.
Mark D. Zand joined Wexford in 1996 and became a Partner in 2001. Mr. Zand has served as a co-Portfolio Manager for the Wexford Credit Opportunities Funds since its founding in 2002. His responsibilities include research and trading in high yield fixed income and distressed securities. From 1980-96, Mr. Zand worked for Merrill Lynch where he was Managing Director in the High Yield Department and Manager of High Yield Sales. From 1976-80, Mr. Zand worked at Stuart Brothers in fixed income research and sales, and at E.F. Hutton managing their Taxable Corporate Unit Investment Trusts. Mr. Zand holds an MBA from New York University and a BA in economics from the University of Michigan.
Aaron S. Meyer joined Wexford in 2014 and became a Partner in 2018. Mr. Meyer focuses on Wexford’s public investments. From 2010-13, Mr. Meyer was a Portfolio Manager at RBC Proprietary Trading, managing a long-short portfolio. From 2009-10, Mr. Meyer was a Portfolio Manager and Analyst managing a long-short portfolio at Millennium Management and from 2007-09, he was a Portfolio Manager managing a long-short portfolio at Satellite Asset Management. From 1999-01 and 2003-07, Mr. Meyer also gained investment experience at CR Intrinsic Investors, Neuberger Berman and Goldman Sachs. Mr. Meyer holds an MBA from New York University and a BA in Political Science and International Economics from Haverford College.
Fernando Lopez-Oña joined Wexford as a Partner in 2020. Mr. Lopez-Oña has over 22 years of experience in the financial services industry. Prior to joining Wexford, Mr. Lopez-Oña spent almost 7 years at Silver Rock Financial L.P. and its predecessor entities which he joined in 2013 as Managing Partner of the UK entity. During his time in London, he was responsible for sourcing and managing EMEA credit & equity opportunities for the Milken Family office. Then in 2017, after Silver Rock spun out of the family office as a $3Bn+ AUM opportunistic credit registered investment advisor, he joined the Santa Monica, California based team as a senior member of their Investment Committee. Mr. Lopez-Oña began his career at Citigroup where he spent 15 years within the global markets and corporate banking divisions in the US, Europe, Latin America and Asia. His last role at Citigroup was Managing Director and Head of European Distressed Debt Trading. Mr. Lopez-Oña holds a Bachelor’s degree in Economics from the University of Pennsylvania.
John C. Sites, Jr joined Wexford in 2006, became a Partner in 2008, and Special Limited Partner in 2021. Mr. Sites manages single family mortgage investments, invests in small and mid-cap biotech equities, and participates in the investment in private companies specializing in medical devices. From 1996-2006, Mr. Sites was a Partner in Daystar Special Situations Fund, a distress investment firm, and was also Partner in PE fund called Rock Creek Capital. From 1981-1995, Mr. Sites was Partner of Bear Stearns & Co, Inc., and ultimately became an Executive Vice President and member of the Management and Executive Committees of the public firm. Mr. Sites created and managed the mortgage-backed securities department at Bear Stearns and supervised the Financial Institutions Investment Banking Department and Bear Stearns Asset Management for five years. Prior to 1995, Mr. Sites was employed by Trading Company of the West, and Morgan Keegan & Company. Mr. Sites graduated from Rhodes College as a Phi Beta Kappa in 1974.
Paul M. Jacobi joined Wexford in 1996 and became a Partner in 2012. Mr. Jacobi focuses on Wexford’s private equity energy investments. From 1995-96, Mr. Jacobi worked for Moody’s Investors Services as an analyst covering the investment banking and asset management industries. From 1993-95, Mr. Jacobi was employed by Kidder Peabody & Co. as a senior financial analyst in the investment banking group. From 1988-93, Mr. Jacobi worked for KPMG Peat Marwick as an audit manager in the financial services practice. Mr. Jacobi holds a BS in accounting from Villanova University and is a Certified Public Accountant.
Arthur H. Amron joined Wexford as General Counsel in 1994 and became a Partner in 1999. In 2024 Mr. Amron resigned as General Counsel and became a Special Limited Partner. Mr. Amron manages various private equity investments, particularly in the aviation / transportation and bankruptcy areas, and serves on a number of boards of directors, including those of the Wexford hedge funds. From 1991-94, Mr. Amron was an Associate at Schulte Roth & Zabel LLP specializing in corporate and bankruptcy law and from 1984-91, Mr. Amron was an Associate at Debevoise & Plimpton LLP specializing in corporate litigation and bankruptcy law. Mr. Amron holds a JD from Harvard University, a BA in political theory from Colgate University and is a Connecticut Bar Authorized House Counsel.
Steve Mecca joined Wexford in 2021 as Chief Operating Officer and Chief Financial Officer. Mr. Mecca has 15+ years of experience as a Chief Financial Officer, most recently as CFO and CCO at ILS Capital Management, where he also advised the Management Committee and was a member of the Investment Strategy Committee. Prior to ILS, Mr. Mecca was the Chief Financial Officer and Chief Compliance Officer for Three Bridges Capital for 6 years, and ReachCapital Management for 4 years. Prior to ReachCapital Management, Mr. Mecca was Controller and then VP of Finance at Oracle Partners. He gained additional industry experience as a Product Manager in Morgan Stanley’s Prime Brokerage department and as an accountant at Lazard Asset Management. Mr. Mecca is a licensed CPA and holds an MBA in Finance from the New York University Stern School of Business and a BBA in Accounting from Hofstra University.
Daniel J. Weiner is Managing Director, General Counsel & Chief Compliance Officer at Wexford Capital LP. As such, Mr. Weiner is responsible for all Wexford internal legal affairs and regulatory matters. Prior to joining Wexford in 2012, Mr. Weiner served as Associate Corporate Counsel at Dreman Value Management, LLC, an SEC-registered investment adviser. Mr. Weiner received a JD from Fordham University School of Law and, as a member of its International Arbitration team, became the second American law student ever to win the Neil Kaplan Award for Best Oralist at the annual Willem C. Vis (East) International Arbitration Moot in Hong Kong. Mr. Weiner also received an AB in History from Brown University and studied abroad at the Université Paris-Sorbonne (Paris I and Paris IV). Mr. Weiner is a member of the New York State Bar as well as a member of the Connecticut State Bar as Authorized House Counsel.
Mark E. Ahern joined Wexford in 2021 as Managing Director – Investor Relations. Prior to joining Wexford, he was a Principal at a broker/dealer. Earlier, for 6 years Mark was Head of Investor Relations at Three Bridges Capital, a hedge fund originally part of Indus Capital Partners. Before joining Indus, he was a Managing Director at fixed income boutique Seix Advisors. Prior to that he was based in London where he was Head of Client Service at Insight Investment, and Head of Institutions (UK) at Lazard Asset Management. Earlier, Mark led client service for endowments and foundations at Wellington Management and was a Principal at global equity boutique Clay Finlay Inc. He began his career as a Consultant at RogersCasey and SEI. Mark holds a BS degree from Bentley University and an MBA degree from Babson College.
Steve Mecca joined Wexford in 2021 as Chief Operating Officer and Chief Financial Officer. Mr. Mecca has 15+ years of experience as a Chief Financial Officer, most recently as CFO and CCO at ILS Capital Management, where he also advised the Management Committee and was a member of the Investment Strategy Committee. Prior to ILS, Mr. Mecca was the Chief Financial Officer and Chief Compliance Officer for Three Bridges Capital for 6 years, and ReachCapital Management for 4 years. Prior to ReachCapital Management, Mr. Mecca was Controller and then VP of Finance at Oracle Partners. He gained additional industry experience as a Product Manager in Morgan Stanley’s Prime Brokerage department and as an accountant at Lazard Asset Management. Mr. Mecca is a licensed CPA and holds an MBA in Finance from the New York University Stern School of Business and a BBA in Accounting from Hofstra University.
Daniel J. Weiner is Managing Director, General Counsel & Chief Compliance Officer at Wexford Capital LP. As such, Mr. Weiner is responsible for all Wexford internal legal affairs and regulatory matters. Prior to joining Wexford in 2012, Mr. Weiner served as Associate Corporate Counsel at Dreman Value Management, LLC, an SEC-registered investment adviser. Mr. Weiner received a JD from Fordham University School of Law and, as a member of its International Arbitration team, became the second American law student ever to win the Neil Kaplan Award for Best Oralist at the annual Willem C. Vis (East) International Arbitration Moot in Hong Kong. Mr. Weiner also received an AB in History from Brown University and studied abroad at the Université Paris-Sorbonne (Paris I and Paris IV). Mr. Weiner is a member of the New York State Bar as well as a member of the Connecticut State Bar as Authorized House Counsel.
Mark E. Ahern joined Wexford in 2021 as Managing Director – Investor Relations. Prior to joining Wexford, he was a Principal at a broker/dealer. Earlier, for 6 years Mark was Head of Investor Relations at Three Bridges Capital, a hedge fund originally part of Indus Capital Partners. Before joining Indus, he was a Managing Director at fixed income boutique Seix Advisors. Prior to that he was based in London where he was Head of Client Service at Insight Investment, and Head of Institutions (UK) at Lazard Asset Management. Earlier, Mark led client service for endowments and foundations at Wellington Management and was a Principal at global equity boutique Clay Finlay Inc. He began his career as a Consultant at RogersCasey and SEI. Mark holds a BS degree from Bentley University and an MBA degree from Babson College.
The information contained in this website does not constitute an offering of interests in any Wexford Fund and any offering in a Fund may be made only by the private offering memorandum of that Fund. This website is qualified in its entirety by the private offering memorandums for each Wexford Fund which contains, among other things, a description of the risks of an investment in and fees and expenses of, that Fund. Capitalized terms used, but not otherwise defined herein, have the meanings set forth in the private offering memorandum.
Past performance is no guarantee of future performance. An investment in any of the Funds involves a high degree of risk, the performance of each Fund may be highly volatile and each Fund has limited or no liquidity. There is no guarantee that any Fund will achieve its investment objective. Each Fund may use leverage and may lack diversification, which can increase the risk of loss to that Fund. Each Fund is a speculative investment and entails significant risks. The interests of the Investment Manager or the General Partner may conflict with the interests of the Funds. The General Partner, the Investment Manager and their affiliates also provide discretionary investment management services to managed accounts and other funds, some of which may have investment programs substantially similar to that of the Funds.
Please see “Risk Factors” in each Fund’s private offering memorandum. Risk factors include but are not limited to risk of adverse or unanticipated market developments, risk of counterparty or issuer default, risk of illiquidity, use of leverage, foreign investments, low credit quality securities, derivatives, concentration, illiquid investments, short selling, option transactions, foreign exchange risk exposure, foreign exchange speculation, swaps, stock index options, lending portfolio securities, valuation, business cycle, high yield securities, troubled company investments, non-performing nature of debt, uncertain exit strategies, bank loans and participations, bankruptcy claims, litigation, investment in ventures and other equities, non-U.S. securities, risks of industry focus, highly volatile markets, commodity futures contracts, limited liquidity, control position, lack of operating history and investment strategy risk factors.
The foregoing does not describe all of the risks of an investment in any Wexford Fund. Prospective investors should carefully read each Fund’s private offering memorandum and ensure that they fully understand all risk factors and any legal, tax and accounting considerations applicable to them prior to investing.
This material may not be reproduced, distributed or transmitted to any other person or incorporated in any way into another document or other material without the prior written consent of Wexford