About Us

Who We Are

J.H. Whitney Data Services (JHWDS) specializes in providing analysis of the global economic domain to enable its clients to address geostrategic risk challenges. The JHWDS team includes experienced financial, legal, and former US Government (USG) intelligence professionals who provide data-driven insights by applying their experience and expertise in global macroeconomics, public policy, and capital markets. These insights enable the continuous assessment of nation-state competition and other geopolitical factors affecting security, supply chains, and other business operations. Key members of our team bring a unique combination of experience from leading financial institutions, as well as experience in private equity/venture capital and USG entities.

Thematics

Decoupling

As increasingly incongruent political, economic, and national security objectives drive reduced economic co-dependency between nation-states, countries and companies will require alternative tools that enable them to navigate a new global economic order.

Digital Transformation

Adoption of Industry 4.0, which drives continuous advancement in industrial activity, will require the development and leveraging of new technologies such as Cloud computing, 5G, the Internet of Things, artificial intelligence, and autonomous systems.

Decarbonization

The gradual global shift away from fossil fuel combustion toward renewable energy will require the transformation of supply chains, manufacturing, and production to meet net-zero targets.

Emerging Technologies

Emerging technologies include AI, biotechnology, cyber, and microelectronics, among others. Such technologies are critical to all areas of scientific advancement, industrial innovation, economic competition, and national security.

Leadership Team

John M B O’Connor
Chairman & CEO
John O’Connor has served as Chairman of J.H. Whitney Investment Management, LLC since January 2005. From January 2009 through March 2011, he served as CEO of Tactronics Holdings, LLC, a Whitney Capital Partners portfolio holding company that provided tactical integrated electronic systems to US and foreign military customers as well as composite armor solutions for military vehicles through its Armostruxx division. Previously, John was Chairman of JP Morgan Alternative Asset Management, Inc. and an Executive Partner of JP Morgan Partners. He was also a member of the Risk Management Committee of JP Morgan Chase, which was responsible for policy formulation and oversight of all market and credit risk-taking activities globally. John has extensive experience in transaction leadership, structuring and portfolio management, and is a member of J.H. Whitney’s Investment Committee, contributing significant global renewable and energy investment, regulatory, and operational expertise to the Investment Manager’s team. John earned a B.A. in economics from Tulane University and an M.B.A. from Columbia University Graduate School of Business.
C. Allen Parker
President
Allen Parker became a Senior Advisor to J.H. Whitney Investment Management and its affiliates after most recently serving for three years as an executive at Wells Fargo & Company, where he was Interim Chief Executive Officer for seven months and General Counsel for the remainder of his tenure.  Throughout his time at Wells Fargo, he was also a member of the Wells Fargo Operating Committee, which is the company’s senior-most business committee responsible for considering and deciding on key strategic, business, and operational matters.  Prior to his work at Wells Fargo, Allen was a partner for 27 years at the New York law firm Cravath, Swaine & Moore LLP, where he was a member of the firm’s corporate governance and board advisory practice and held a variety of leadership roles, including as Cravath’s Presiding Partner, the firm’s chief executive officer.  Allen has extensive experience in matters relating to corporate governance, crisis management, financial institution regulation, financing, mergers and acquisitions, and derivative transactions in the United States and over 20 foreign countries.  Allen earned an undergraduate degree from Duke University, an M.A. from the University of Chicago, and a J.D. from the Columbia University School of Law.
Bret Mahoney
Chief Operating Officer
Bret Mahoney serves as Chief Operating Officer of Whitney Strategic Services and is responsible for development of strategic and technical analysis for client programs. Prior to joining WSS, he worked in the corporate and investment banking division at Deutsche Bank AG with the industrials coverage team.  He completed multiple M&A transactions over $1 billion in enterprise value as both sell-side and buy-side advisory. Before moving to the private sector, Bret served as a Lieutenant in the United States Navy. In his role as an intelligence officer, LT. Mahoney served aboard multiple naval platforms as a staff officer with Commander Amphibious Squadron 4 (COMPHIBRON 4) and as a lead analyst for the Office of Naval Intelligence Special Programs division.  He and his teams received multiple individual and unit recognitions including a Meritorious Unit Citation from the Director of National Intelligence. Bret earned an MBA from the University of Chicago Booth School of Business with concentrations in Finance, Accounting, and Strategic Management. He also earned a Bachelor’s degree in Political Science from Loyola University New Orleans.
Daniel Enten
Senior Associate
Dan joined J.H. Whitney in 2019 and currently manages analytic research and modeling. Prior to this, he was a securities analyst at Goldman Sachs where he used quantitative strategies to price securitized products.
Dan previously served in several U.S. Army intelligence capacities and graduated with a B.B.A. in Finance from the University of Georgia.
Tilly Moross
Analyst
Tilly joined J.H. Whitney in 2021 and currently conducts research on Chinese infrastructure and technology developments for senior Department of Defense officials. Prior to this, she served as a research intern at American Foreign Policy Council in Washington, D.C. Her research primarily focused on China’s Belt and Road Initiative, Smart Cities, 5G, censorship and surveillance, and Xinjiang and Hong Kong. She graduated from Wake Forest University with a B.A. in Politics & International Affairs.
Christine Bellarosa
Controller
Christine Bellarosa is the Controller for J.H. Whitney Investment Management LLC and Whitney Strategic Services LLC.  She worked for PriceWaterhouseCoopers between 1992-2003 specializing in the audits of mutual funds and private hedge funds.  Christine also worked at Citigroup Asset Management from 2003-2006 specializing in legal entity accounting and reporting for management companies.  From 2006-2009 She worked at JP Morgan Hedge Fund Services managing a team of hedge fund accountants. She graduated from College of the Holy Cross in 1992 majoring in Economics/Accounting.