Aaron M. Kneas, CFA – Wealth Advisor

Mr. Kneas has over 14 years of experience in the financial services industry, with all 14 years specializing in health care. His experience at Creative Health Capital has been predominately capital structure advisory work with health care services companies. He has been instrumental in all aspects of origination and execution of capital structure and advisory transactions ranging in size from $5 million to $175 million. During his tenure at Creative Health Capital, Mr. Kneas has successfully arranged over $1 billion of senior debt, mezzanine debt, sale leaseback, accounts receivable and equity financings. Prior to joining Creative Health Capital in January 2003, he was an Associate in Wachovia’s Health Care Group based in Charlotte, North Carolina. Before joining Wachovia, he was an Analyst in the Health Care Group for Bank of Montreal/Nesbitt Burns, based in Chicago.

During his tenure at Wachovia, Mr. Kneas was responsible for the relationship management of a group of health care companies. He worked directly with Chief Executive, Chief Financial and other treasury and finance officers to provide capital structure advice; including recommendations on acquisitions, interest rate risk, cash management, foreign exchange risk and other strategic transactions. In addition to relationship management responsibilities, Mr. Kneas managed a team of Analysts to prepare marketing documents, credit analysis and financial analysis to successfully win and execute various transactions. With extensive knowledge of the capital markets, Mr. Kneas was successful identifying clients’ needs and determining an optimal capital structure.

Mr. Kneas has originated and structured several complex transactions involving Bank Debt, Senior Notes, High Yield Debt, Convertible Securities, Mezzanine, Equity, Bridge Loans and Receivables Securitization. His industry knowledge, financial analysis skills, and ability to understand complex financial transactions has been instrumental in developing his broad base of capital markets knowledge and strong client relationships in a variety of health care sectors.

Mr. Kneas earned a BA degree in Economics from DePauw University and is a Chartered Financial Analyst (CFA).

13634 Glenn Abbey Drive
Charlotte, NC 28278
Fax: 702.554.9080