BOARD OF DIRECTORS
JEFF WHITING
Chairman
CREA
Jeffrey Whiting founded CREA in 2001 and has since expanded the company to over 145 employees, establishing it as a highly regarded syndication company. After serving as CEO for nearly 24 years, he now acts as Executive Chairman and serves as a board member, providing guidance in an advisory capacity. Jeff has been involved in affordable housing finance since 1989 and continues to advocate for the expansion of the low-income housing tax credit. His passion for affordable housing advocacy extends both locally and nationally, with a focus on helping people achieve stability and a sense of belonging. He frequently travels to Washington, D.C. to support low-income housing and encourages his team to make innovative decisions. He is a past president emeritus of the Affordable House Tax Credit Coalition and the immediate President of the Indiana Affordable Housing Council, a valuable resource for those invested in the affordable housing industry in the state of Indiana. Jeff currently serves on the board of CREA Foundation, Inc., is Chair of Indianapolis Archdiocese Finance Council (Member since 2018), a member of The Woodstock Club, and The Penrod Society (Past President and Chairman). Jeff is a native of Fort Wayne, Indiana and a graduate of Indiana-Purdue University Fort Wayne (Purdue Fort Wayne). He lives in Indianapolis with his wife of 37 years. They share four children and two grandchildren.
TONY BERTOLDI
Member
CREA
Tony joined CREA in 2009 as head of syndications and investor relations. In that role, Tony was responsible for overseeing the marketing, formation and closing of all investment funds. As Co-President, effective August of 2020, Tony oversaw syndications, portfolio management and credit & underwriting departments. With nearly 30 years of experience in LIHTC, Tony's leadership as CEO is strengthened by his first-hand expertise and insight. Tony is actively involved in various industry organizations, serving on the board and executive committee for the Affordable Housing Tax Credit Coalition, as well as sitting on the board of CREA Foundation, Inc. He is also a member of the National Housing Crisis Task Force and frequently speaks at industry events. Tony holds a Bachelor of Arts degree in economics and real estate from the University of Connecticut and an M.B.A. in finance from Boston University. In January 2024, Forbes published Tony's debut book, "American Dream Come True." Outside of work, Tony resides in Boston and on the Cape with his husband of 26 years. He is an avid dog lover and enjoys spending time outdoors as well as playing tennis and volleyball.
CHARLES ANDERSON
Member
CREA
Charles Anderson oversees the affordable housing platform at CREA which is comprised of production, credit and portfolio management. On a combined basis, these areas of the company are responsible for the annual production of more than one billion dollars of LIHTC equity and the ongoing management of more than eleven billion dollars of LIHTC equity, nationally. With more than two decades of experience in the affordable housing industry, he is committed to the development of deep and sustainable partnerships, structuring and implementation of new business opportunities, the fulfillment of CREA’s production and portfolio goals, and encouraging his team to take on new and challenging roles. When he’s not in the office, Charles loves gathering with family & friends, travel, food & wine, and running. He also serves on the board of Indiana Affordable Housing Council and is a big supporter of CREA Foundation, Inc., Breakthrough T1D (f.k.a. JDRF) and numerous other philanthropic endeavors.
STEFANIE BROWN
Member
CREA
Stefanie Brown joined CREA on October 1, 2008. As Senior Vice President of Marketing, Stefanie is responsible for the strategic operations and corporate alignment of all marketing facets, leading with a vision that focuses on the human element behind marketing, connecting with others and empowering employees to become brand ambassadors. Prior to joining CREA, she worked as an operations manager for a national commercial real estate broker in Chicago. Stefanie received a Bachelors degree in Communications and Culture from Indiana University with a Minor in Sociology. Outside of work, she enjoys cookouts and spending time with family and friends.
PAM MCINTYRE
Member
Community Leader
Pam McIntyre, retired as a Managing Director within the Global Fixed Income (GFI) Group for Liberty Mutual Investments (LMI). Pam has 30+ years of investment management experience across multiple types of fixed income assets: investment grade & high yield corporate bonds, municipal bonds, and tax-advantaged, community-based vehicles. Over the last decade her focus has been primarily on the buildout and management of LMI’s Low-Income Housing Tax Credit Portfolio and the management of the Community Investment portfolio. Additionally, she was a member of LMI’s research leadership team responsible for the management of 25 analysts who partner across LMI on public and private fixed-income investments, within this group she managed the Bank & Financials, Municipal and EM teams.
KATY MCSHANE
Member
CREA
Katy McShane joined CREA in 2016 and is responsible for developing and executing human resource strategy in support of the overall business plan and strategic direction of the organization, specifically in the areas of talent management, change management, organizational and performance management, training and development, benefits and compensation. Prior to joining CREA full-time, she was the Director of Human Resources for City Financial Corporation for 13 years. Katy earned her Bachelor of Science in business administration with a concentration in human resources management from Hawaii Pacific University. Additionally, she holds her Senior Professional in Human Resources® (SPHR®) certification and Society of Human Resources Management – Senior Certified Professional (SHRM-SCP) designation. Katy specifically connects with CREA’s values, which translate into a work- environment of kindness with a people-first mentality. Away from work, she enjoys traveling, practicing yoga and spending time with family.
LAURIE LEVITT SCHOENBURG
Member
Zelman & Associates
Laurie Levitt Schoenburg is a prominent figure in the realm of affordable housing, community development and low-income housing tax credits (LIHTC) with more than 25 years of experience in the space. She currently works as Managing Director of Tax Credit Advisory Services at Zelman & Associates where she structures and advises primary and secondary LIHTC transactions. Prior to joining Zelman, Ms. Schoenburg was a Managing Director at Bank of America where she specialized in buying and selling affordable housing tax credits, as well as advising on guaranteed and unguaranteed tax credit transactions. She served as the Program Committee Chair for the Affordable Housing Investors Council (AHIC) for 12 years. She graduated from Tulane University earning a BA in Economics.
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ROGER SHANK
Member
CREA
As Chief Financial Officer, Roger Shank is responsible for all fiscal operations and corporate lending relations. With over 30 years’ accounting and operational experience, Roger has been a part of CREA since its formation in 2001 – having initially served as Controller for the previous parent company before his transition to Chief Financial Officer in 2011. Roger is passionate about tackling challenges head-on and enjoys collaborating to create positive change and discover new solutions. Roger believes investors and developers choose CREA because of the company’s ability to be nimble and flexible, bending to meet the needs of their clients. Outside of the office, he enjoys spending time with his wife and four daughters. Roger also sits on the national Board of Directors of Bethany Christian Services, CREA Foundation, Inc., and is on the local advisory board of the local Isaiah 117 House.
BRIAN VILLA
Member
KCG Companies
Brian Villa serves as the Chief Investment Officer for KCG Companies and is responsible for overseeing the closing of transactions, managing the real estate portfolio, and interacting with KCG’s financing partners. In addition, Brian directs KCG’s human resources department and recruiting efforts. Previously, Brian was the General Counsel for a LIHTC syndicator, managing the closing of transactions, assisting the various departments with legal-related matters, and serving as the secretary of the investment committee. Prior to his role as General Counsel, Brian was an attorney in the corporate and real estate practice groups of a large regional law firm. Brian is a member of the Indiana State Bar Association, the ABA Affordable Housing Forum, and the Association of Corporate Counsel. He earned his Juris Doctor degree from Indiana University’s Maurer School of Law; his Master of Business Administration from Indiana University’s Kelley School of Business; and a Bachelor of Science in economics from Purdue University’s Krannert School of Business.
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