Investing for Impact

David Rothberg is Executive Vice President and Chief Financial Officer for CPC. In this role he oversees the company’s Finance Department, including Investor Reporting, Accounting, Treasury Operations, and corporate finance responsibilities. In addition, CPC’s credit function reports to David, who is largely responsible for managing the risk associated with the company’s lending portfolio.

As a member of CPC’s Operating Committee, David partners with senior leadership to oversee CPC’s strategic investment and capital allocation decisions. He provides expertise and strategic guidance to several Board Committees in areas related to capital allocation, risk, and the annual audit. In addition, David serves as a voting member on CPC’s Credit Committee and Investment Committee.

Prior to joining the company in 2012 as Senior Vice President, Financial Planning and Analysis, David worked for CPC as a consultant with the Capstone Advisory Group. He played an instrumental role in assisting the company with its restructuring during Credit Agreement negotiations, the development of its business plan, and ultimate recapitalization.

In his former role as a Director at the Capstone Advisory Group, Mr. Rothberg was responsible for providing financial restructuring advisory services to the company’s clients. While there, he represented creditors and creditors’ committees including secured lenders, banks, financial institutions, lender groups, bondholders and unsecured creditors, as well as debtors through the bankruptcy process.

During a nine-year career with The CIT Group, Mr. Rothberg served in numerous positions including Vice President, Business Development Officer and Vice President, Underwriter within the National Restructuring Group, as well as Assistant Vice President, Portfolio Manager – Underwriter within the Business Capital / Loan Purchasing and Commercial Services groups.

Mr. Rothberg earned his Bachelor of Arts in Economics from Duke University.

William Russo is CPC’s Senior Vice President, Chief Investment Officer. In this role, he provides leadership and partnership to all of CPC’s business lines in assisting the development and execution of the company’s strategic goals and the growth of its impact. This includes managing the analysis around investments and funding opportunities and partnering with the Finance department on the analysis of revenue enhancing and cost saving opportunities. Russo also works collaboratively with the Chief Financial Officer to guide the company’s finance objectives and capital raising strategies, as well as advising its Capital Allocation Committee and Board of Directors.

Russo joined CPC in April 2018 as Senior Vice President, Capital Strategies where he was responsible for driving the company’s capital raising efforts. Prior to joining CPC, he served as Managing Director in the Restructuring and Transaction Advisory Services group at Berkeley Research Group (FKA Capstone Advisory Group), an advisory firm specializing in restricting and transaction advisory, forensic and litigation consulting, and valuation services. In that role, he functioned as both a company-side advisor and lender-side advisor in pharma, assisted living, manufacturing, homebuilding and real estate in activities related to debt repayments, bankruptcies, bankruptcy emergence and turnarounds. Russo also worked in close collaboration with, or directly managed, the efforts of financial analysts. While at Capstone, Russo was part of the team that was retained by CPC from 2011 to 2014 to advise the company during its restructuring and recapitalization.

Russo has also served in similar roles in financial and economic analysis and consulting at Citigroup Corporate and Investment Bank as well as PricewaterhouseCoopers LLP.

Russo received his Bachelor of Science in Accounting and Finance from Syracuse University, School of Management. He is also a member of the Association of Insolvency and Restructuring Advisors.