top of page

Meet Our Dedicated Leadership

Jeffrey Whiting

Executive Chairman

Tony Bertoldi

Chief Executive Officer

Charles Anderson

President & Chief Operating Officer

Leadership

Roger Shank, CPA

Chief Financial Officer​

Katy McShane​

Chief Human Resources Officer, Executive Vice President​

Ziad Ghafor​

Chief Information Officer​

IMG_9281_(2)-2_edited.jpg

Justin Rumer​

General Counsel, Managing Director​

Untitled - July 08, 2026 at 13.47.00-14.png

Our Team.

Our team at CREA, LLC is composed of experienced professionals committed to providing exceptional financial services. Each member brings unique expertise to help clients achieve their financial goals.

IMG_5148_edited.jpg
IMG_6779.jpg
IMG_0715_edited.jpg

Asset Management

Carrie Perkins

Senior Vice President, Asset Management, Interim Director

Ben Riesmeyer

Senior Vice President

Jesse Curll

Managing Director, Special Assets

Samantha Theising

Senior Vice President

Jennifer Marks

Senior Vice President, Asset Management - Development

Ashley Hagan

Senior Vice President

Credit & Underwriting

Thuy Miller

Thuy Miller

Senior Vice President

Matt Urbanski

Matt Urbanski

Senior Vice President

Construction Management

Brandon Bowling

Managing Director

David Core

Senior Vice President

Special Assets & Dispositions

Mike Regan

Managing Director, Dispositions

Special Assets & Dispositions
Construction Management
Credit & Underwriting

Finance & Accounting

Roger Shank, CPA

Roger Shank, CPA

Chief Financial Officer

Nicole Frank, CPA

Nicole Frank, CPA

Corporate Controller, Managing Director

Brian Lafata, CPA

Brian Lafata, CPA

Senior Vice President

Finance & Accounting

Human Resources

Katy McShane, SPHR

Katy McShane, SPHR

Chief Human Resource Officer, Executive Vice President

Human Resources
Information Technology

Information Technology

Ziad Ghafour

Ziad Ghafour

Chief Information Officer

Erik Surbrook

Erik Surbrook

Senior Vice President

Legal

Justin Rumer

General Counsel, Managing Director

Bill Budd

Senior Vice President

Legal

Production

Tom Pereira

Tom Pereira

Executive Vice President

Production
Fund Mangement

Acquisitions

Brenda Champy

Brenda Champy

Executive Vice President

Michele Hornok

Michele Hornok

Senior Vice President, Account Manager

Melissa Parson

Melissa Parson

Senior Vice President, Account Manager

Jamie Irwin

Jamie Irwin

Managing Director, Account Management

Adam Lavelle

Adam Lavelle

Senior Vice President, Originator

Richard Shea

Richard Shea

Senior Vice President, Originator

Alison Anderson

Alison Anderson

Senior Vice President, Originator

Neala Martin

Neala Martin

Senior Vice President, Originator

David Ciminelli

David Ciminelli

Senior Vice President, Originator

Michael Murray

Michael Murray

Senior Vice President, Originator

Fund Management

Frank Lewis

Managing Director

Bill Tomashewski

Senior Vice President Investor Relations

Matt Dittmer

Senior Vice President

Scott Hubbard, CPA

Senior Vice President Tax Review & Assurance

Ryan Ray

Senior Vice President

Farrah Taylor

Senior Vice President

Marketing

Stefanie Brown

Stefanie Brown

Managing Director

Krysten Schmidt

Krysten Schmidt

Senior Vice President, Marketing Communications Manager

Marketing
Acquisitions

Syndications

Syndications
Brad Howarth

Brad Howarth

Executive Vice President

Paul Cardamon

Paul Cardamon

Managing Director

Anthony Richardson

Anthony Richardson

Managing Director, NY

Jonathan Yu

Jonathan Yu

Managing Director

Eli Kahan

Eli Kahan

Managing Director

bottom of page