Meet our executive team

YieldStack’s executives were brought together by a common
vision: to make alternative investing transparent, accessible
and simple.

Adrian Lee

Chief Executive Officer

Adrian has been in the property and financial services industries for over a decade in both client advisory and executive management roles.

Adrian is also the Founder of the Catalyst Group, a multi-award-winning real estate finance business originating in excess of a billion dollars per annum.

Mike Sergent

Head of Credit & Asset Management

Mike has more than 20 years’ experience in the finance industry, primarily focusing on commercial real estate financing at National Australia Bank and Metrics Credit Partners prior to commencing at YieldStack.

Mike’s extensive experience in the CRE sector has spanned a diverse range of senior roles in portfolio & risk management, loan origination & execution, and debt restructuring. He has been an integral part of the origination and execution of a high volume of mid-market property transactions, in addition to the ongoing management of CRE loan portfolios through a range of economic cycles.

Dean Rushton

Chief Technical Officer

Dean is an experienced CTO/COO, business integrator and business leader with 25 years’ experience in the Banking & Finance sector.

As a Technology leader for private and listed entities, Dean has led teams delivering major technology transformation programs & platform builds.

Neil Kumar

Investment Director

Neil has been in property finance for over 11-years, with 10-years in senior relationship roles with a major domestic bank.

Neil acted as the relationship executive for real estate funds (listed and unlisted), High Net Worth syndicates and some of Australia’s largest family offices with property exposures on both investment and construction facilities.

Kade Astley

Investment Director

Kade has been involved within the property development industry for over 10 years.

During this time Kade has specialised in site origination and acquisitions for some of Australia’s pre-eminent boutique property developers.

Kade’s early career in planning and development management has given him a complete understanding of the development lifecycle.

JJ Mills

Investment Director

JJ has over 8 years of experience with the Bank of New Zealand and National Australia Bank in commercial property finance and has a proven track record of funding transactions having successfully arranged >$5bn in senior facilities.

Felicity Cornforth

General Counsel

Felicity has more than 15 years’ experience as a finance lawyer, including private practice work in a top tier and a global law firm and in-house at two of Australia’s leading non-bank lenders prior to commencing at YieldStack Capital Partners. She has advised on transactional finance, general corporate and commercial, regulatory, and consumer credit matters.

Felicity’s extensive experience ranges from structuring commercial real estate and construction finance arrangements and leading large-scale acquisition finance transactions, to providing consumer credit and general corporate and commercial legal advice to business and leadership teams.

Michael Forrest

Strategic Adviser

Michael specialises in commercial litigation, restructuring and corporate insolvency. He has acted for many of Australia’s largest financiers as well as private clients and corporates in that space.

He also has specialist expertise advising large corporates and boards of directors through a restructure and uses his prior experience acting for the major banks to ensure optimal outcomes for his clients.

James O’Brien

Associate Director

James is responsible for the efficient execution and management of active facilities, alongside operational support for the funds management business.

James has over 4 years of banking and finance experience, assisting small to institutional grade clients achieve their financing goals. During this time, James specialised in structuring bespoke funding solutions and ongoing asset management, most recently at a leading credit fund.

Raki Weerasundara

Associate Director

Raki has been in the Lending Industry for 5 years, specialising in Property Finance transactions that range from Residential purchases to more large scale Commercial & Industrial Developments.

He has worked closely with clients who have achieved tremendous success in the property market at both a personal and commercial level.

Cindy Bui

Associate Director

Cindy is responsible for the efficient execution and management of active facilities, alongside operational support for the funds management business. Cindy has over 5 years of banking and real estate experience, most recently with our related company, Catalyst Advisers.

Ray Foo

Associate Director

Ray is responsible for the execution and management of active facilities, alongside of operational support for the funds management business.

Ray has over 3-years of experience in commercial real estate across asset management and transactions. He has worked across the capital stack managing transactions and assets in various sectors including living, office, retail and industrial.

Seil Kim

Executive Director

Seil is a qualified lawyer and public notary with a significant background in the investment management industry.

He is highly skilled in asset management, sophisticated transactions, debt & equity financing, investment advisory and corporate governance.

Christian McKelvey

Strategic Adviser

Christian has nearly 30 years’ of experience in structuring and financing projects. Christian is the founder of Heritage Property Partners, an independent and strategic advisory group, with clients ranging from institutions and listed corporate entities, family offices and HNWs, and not-for-profit organisations.

Christian was previously Group Head of Property at Pepper Group and Head of Grant Samuel Property. He was also a Director and Responsible Manager of the trustee of numerous private equity development and investment syndicates throughout Grant Samuel and Pepper Property and also resided on both the Executive Committees of the Pepper Group (ASX Code: PEP) and Grant Samuel.

James Kolenda

Investment Analyst

James is responsible for the analysis and reporting for active facilities, alongside operational support for the funds management business. James has nearly 2 years of finance and banking experience, most recently with an ASX-listed financial services firm.

About us

YieldStack is a technology enabled investment platform,
designed to provide wholesale investors with access to
exclusive alternative investment opportunities.

We provide investors with the control to choose which
specific opportunities satisfy their requirements via a
digital platform that enables seamless investor
onboarding, review and selection of pre-vetted
investment opportunities.