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Meet Your Team

Leadership

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Jeffrey Whiting

Executive Chairman

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Roger Shank, CPA

Chief Financial Officer

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Justin Rumer

General Counsel

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Tony Bertoldi

Chief Executive Officer

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Katy McShane, SHRM-SCP

Executive Vice President, Chief Human Resource Officer

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Charles Anderson

President

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Andy Dalton

Chief Information Officer

Patricia D. Phillips

Executive Assistant to Jeffrey Whiting & Charles Anderson

Kaleigh McCall

Executive Assistant to Tony Bertoldi & Office Manager

Leadership

Acquisitions

Acquisitions
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Charles Anderson

Co-President

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David Ciminelli

Senior Vice President, Originator

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Michael Murray

Senior Vice President, Originator

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Brenda Champy

Executive Vice President

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Michele Hornok

Senior Vice President, Account Manager

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Melissa Parson

Senior Vice President, Account Manager

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Jamie Irwin

Managing Director, Account Management

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Adam Lavelle

Senior Vice President, Originator

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Richard Shea

Senior Vice President, Originator

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Alison Anderson

Senior Vice President, Originator

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Neala Martin

Senior Vice President, Originator

Jeff Nelson

Vice President

Abby Murphy

Vice President, Account Manager

Matea Kulusic

Assistant Vice President, Account Manager

John Sakos

Senior Acquisitions Associate

Mike Craven

Vice President, Account Manager

Brian Everest

Vice President, Acquisitions Associate

Madeleine Rex

Assistant Vice President, Account Manager

Matt Marienthal

Associate

Jon Fergione

Vice President, Account Manager

Oliver Brantley

Assistant Vice President, Senior Associate

Brenden Lloyd

Assistant Vice President, Acquisitions Associate

Claire Williams

Associate

Daniel Kirkpatrick

Vice President, Account Manager

Declan Coyne

Assistant Vice President, Senior Associate

Nick O'Brien

Assistant Vice President, Acquisitions Associate

Ashley Mangus

Administrative Assistant

Credit & Underwriting

Ed Stone

Ed Stone

Managing Director, Chief Credit Officer

Will Pritchard

Will Pritchard

Senior Vice President, Director of Credit & Underwriting

Thuy Miller

Thuy Miller

Senior Vice President

Matt Urbanski

Matt Urbanski

Senior Vice President

Zach Miller

Vice President

Sam Smit

Senior Underwriting Analyst

Baker Prewitt

Vice President

Jack Stewart

Senior Underwriting Analyst

Jeremy Bozarth

Assistant Vice President, Senior Underwriting Analyst

Corin Campbell

Senior Underwriting Analyst

Construction Management

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Brandon Bowling

Senior Vice President, Director of Construction Management

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Matt Kesmodel

Senior Vice President

David Core

Assistant Vice President, Construction Analyst

Cade Aguda

Construction Analyst

Credit & Underwriting

Finance & Accounting

Roger Shank, CPA

Roger Shank, CPA

Chief Financial Officer

Nicole Frank

Nicole Frank

Managing Director, Corporate Controller

Brian Lafata

Brian Lafata

Senior Vice President

Caitlyn Creech

Senior Accounting Analyst

Jessica Kwasny

Accounting Analyst

Finance & Accounting

Human Resources

Katy McShane, SHRM-SCP

Katy McShane, SHRM-SCP

Executive Vice President, Chief Human Resource Officer

David Barnhouse

Senior Human Resources Associate

Gloria Marcano

Senior HR Coordinator & Office Manager

Brianna Ojata, PHR, SHRM-CP

Senior HR Generalist

Human Resources

Information Technology

Andy Dalton

Andy Dalton

Managing Director, Chief Information Officer

Shannon Steagall

Assistant Vice President, Project Management

Zach Baker

Senior Data Engineer

Business Intelligence & Analysis

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Erik Surbrook

Senior Vice President, Business Intelligence & Analysis

Jon Rieman

Assistant Vice President, Business Intelligence

Thomas Reed-Dustin

Senior Business Intelligence Analyst

Jacob Heasley

Business Application Developer

Zach Hosford

Business Analyst

Infrastructure & Technology

Josh Haycraft

Systems Administrator

Neil Snorten

Systems Administrator

Johnathan Holloway

Senior Desktop Support Technician

Pete Peterson

Desktop Support Technician

Software Development

Kayla McCoy

Vice President

Jared Gibson

Senior Software Developer

Allison Summers

Software Developer

Information Technology

Legal

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Justin Rumer

Senior Vice President, General Counsel

Bill Budd

Vice President, Of Counsel

Alex Piechowicz

Assistant Vice President, Senior Associate

Gabe Farberov

Associate

Foster Patterson

Associate

Legal

Marketing

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Stefanie Brown

Senior Vice President

Krysten Schmidt

Vice President, Marketing Communications Manager

Kara Barentine

Assistant Vice President, Corporate Event Manager

Annelise Edwards

Digital Marketing Specialist

Marketing

Portfolio Management

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Kelli Ozdemir

Managing Director, Portfolio Management

Nancy Havlin

Senior Office Manager

Irma Padgett

Senior Administrative Assistant

Grant Bowen

Administrative Assistant

Asset Management

Jessica Birchler

Vice President - Development

Amanda Dennison

Assistant Vice President - Stabilized

Priscilla Lamour

Senior Asset Manager - Stabilized

Joe Crawley

Asset Manager - Development

Joe Hanger

Asset Manager - Stabilized

Emrik Mundschenk

Asset Manager - Stabilized

Matt Holmes

Vice President - Development

Connor Eisenbeis

Assistant Vice President - Development

Marquisa Gaines-Nickelson

Senior Asset Manager - Development

LaShae Woodward

Asset Manager - Development

Andrew Kemen

Asset Manager - Stabilized

Andrew Smekens

Financial Analyst - Development

Ben Riesmeyer

Vice President - Stabilized

Molly Snyder

Assistant Vice President - Stabilized

Sam Meier

Senior Asset Manager - Development

Brian Bickley

Asset Manager - Development

Tanelle Lopez

Asset Manager - Stabilized

Alex Magallanes

Asset Management Intern - Stabilized

Samantha Theising

Vice President - Stabilized

Dee Bauer

Senior Asset Manager - Stabilized

Lauren Simon

Senior Asset Manager - Development

Tesfalem Chatot

Asset Manager - Development

CJ Lambert

Asset Manager - Stabilized

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Brooke Solis

Senior Vice President, Director of Asset Management

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Carrie Daniel

Senior Vice President, Asset Management - Stabilized

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Amy Frist

Senior Vice President - Development

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Ashley Hagan

Senior Vice President

Fund Management

Hannah Goldstein

Vice President

Alicia Turner

Assistant Vice President

John Clevenger

Fund Analyst

Kristen Masciana

Vice President

Justin Glickman

Senior Fund Analyst

Jake Shinaver

Fund Analyst

Farrah Taylor

Vice President

Cody Smithers

Senior Fund Analyst

Cameron Smith

Fund Analyst

Shannon Donham

Assistant Vice President

Stefan Wolkenhauer

Senior Fund Analyst

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Frank Lewis

Senior Vice President, Director of Fund Management

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Bill Tomashewski

Senior Vice President, Director of Investor Relations

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Matt Dittmer

Senior Vice President, Fund Management

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Scott Hubbard, CPA

Senior Vice President, Tax Review & Assurance

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Ryan Ray

Senior Vice President, Fund Management

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Kyle Waldman

Senior Vice President, Fund Management

Special Assets & Dispositions

Jennifer Marks

Vice President

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Brandon Conway

Senior Vice President

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Mike Regan

Senior Vice President

Portfolio Management
Syndications

Syndications

Tony Bertoldi

Tony Bertoldi

Co-President

Andy Voress

Andy Voress

Senior Vice President

Jonathan Yu

Jonathan Yu

Senior Vice President

Tom Pereira

Tom Pereira

Executive Vice President

Paul Cardamon

Paul Cardamon

Senior Vice President

Brad Howarth

Brad Howarth

Managing Director

Eli Kahan

Eli Kahan

Senior Vice President

Anthony Richardson

Anthony Richardson

Managing Director, NY

Vincent Monaco

Vincent Monaco

Senior Vice President

Tracy Engels

Vice President

Steven Chen

Syndications Analyst

Chris Connell

Senior Syndications Analyst

Angela Nied

Syndications Analyst

Ben May

Senior Syndications Analyst

Alex Zais

Syndications Analyst, Due Dilligence Coordinator

Moe Khan

Senior Syndications Analyst

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