
Meet Your Team
Executive Leadership
Patricia D. Phillips
Executive Assistant to Jeffrey Whiting & Charles Anderson
Nicole Scartozzi
Office Manager & Executive Assistant to Tony Bertoldi
Acquisitions

Charles Anderson
Co-President

Alison Anderson
Senior Vice President, Originator

Neala Martin
Senior Vice President, Originator

Brenda Champy
Executive Vice President

Mike Boyle
Senior Vice President, Originator

Michael Murray
Senior Vice President, Originator

Mindy Rex
Managing Director, Originations

Michele Hornok
Senior Vice President, Account Manager

Melissa Parson
Senior Vice President, Account Manager

Jamie Irwin
Managing Director, Account Management

Adam Lavelle
Senior Vice President, Originator

Richard Shea
Senior Vice President, Originator
Daniel Kirkpatrick
Vice President, Account Manager
Asia Williams
Vice President, Account Manager
Abby Murphy
Assistant Vice President, Account Manager
Matea Kulusic
Senior Associate
Cole Barnett
Associate
Jamion Nash
Associate
Jeff Nelson
Vice President
Mike Craven
Assistant Vice President, Account Manager
Bianca Pyko
Assistant Vice President, Acquisitions Associate
Madeleine Rex
Senior Associate
Chris Connolly
Associate
Brodie Wiener
Associate
Chase Sims
Vice President
Brian Everest
Assistant Vice President, Acquisitions Associate
Oliver Brantley
Senior Associate
Joshua Schaperow
Senior Associate
Charles Eichberg
Associate
Ashley Mangus
Administrative Assistant
Renee Slaughter
Vice President, Account Manager
Jon Fergione
Assistant Vice President, Account Manager
Declan Coyne
Senior Associate
Sean Wilson
Senior Associate
Matt Marienthal
Associate
Daniel Gerber
Orr Fellow
Credit & Underwriting

Ed Stone
Managing Director, Chief Credit Officer

Thuy Miller
Senior Vice President

Will Pritchard
Senior Vice President, Director of Credit & Underwriting

Matt Urbanski
Senior Vice President
Jeremy Bozarth
Assistant Vice President, Senior Underwriting Analyst
Javier Barbeito de la Rocha
Underwriting Analyst
Priyam Patel
Underwriting Analyst
Zach Miller
Assistant Vice President, Senior Underwriting Analyst
Corin Campbell
Underwriting Analyst
Jack Stewart
Underwriting Analyst
Baker Prewitt
Assistant Vice President
Alec Lehr
Underwriting Analyst
Maddie Eadie
Underwriting Assistant
Rob Talbott
Senior Underwriting Analyst
Andrew Nelis
Underwriting Analyst
Claire Williams
Orr Fellow
Construction Management

Brandon Bowling
Senior Vice President, Construction Management
Matt Kesmodel
Vice President
David Core
Assistant Vice President, Construction Analyst
Clayton Cottom
Assistant Vice President, Senior Construction Analyst
Adrienne Schmetzer
Construction Analyst
Finance & Accounting

Roger Shank, CPA
Executive Vice President, Chief Financial Officer

Nicole Frank, CPA
Senior Vice President, Controller
Brian Lafata, CPA
Vice President
Katelynn Lingle
Senior Accounting Analyst
Stephanie Douglass
Accounting Analyst
Human Resources

Katy McShane, SHRM-SCP
Executive Vice President, Chief Human Resource Officer
Mandy Laird, SHRM-CP
Vice President
David Barnhouse
Payroll Administrator & HR Associate
Brianna Ojata, PHR, SHRM-CP
Talent Acquisitions Partner
Gloria Marcano
HR Coordinator & NY Office Manager
Information Technology

Andy Dalton
Managing Director, Chief Information Officer
Shannon Steagall
Senior Associate, Project Manager
Zach Baker
Senior Data Engineer
Application Development
Kayla McCoy
Vice President
Harrison Gentry
Senior Application Developer
Jared Gibson
Senior Application Developer
Sarah Epperson
Application Developer
Business Intelligence & Analysis

Erik Surbrook
Senior Vice President, Business Intelligence & Analysis
Douglas Loqa
Senior Business Application Developer
Jonathan Rieman
Senior Business Intelligence Developer
Thomas Reed-Dustin
Business Intelligence Analyst
Zachary Hosford
Business Analyst
Infrastructure & Technology

Baroni Parson
Senior Vice President, Infrastructure & Technology
Josh Haycraft
Systems Administrator
Neil Snorten
Systems Administrator
Johnathan Holloway
Desktop Support Technician
Pete Peterson
Desktop Support Technician
Legal
Bill Budd
Vice President, Of Counsel
Payton Hodson
Orr Fellow
Justin Rumer
Vice President, Associate General Counsel
Foster Patterson
Associate
Alex Piechowicz
Associate
Marketing

Stefanie Brown
Senior Vice President
Krysten Schmidt
Vice President, Marketing Communications Manager
Erin Barrett
Assistant
Margie Webber
Assistant Vice President, Event Manager
Kara Barentine
Corporate Event Manager
Tanner Chaille
Associate
Portfolio Management

Kelli Ozdemir
Managing Director, Portfolio Management
Nancy Havlin
Senior Office Manager
Claire Williams
Orr Fellow
Irma Padgett
Senior Administrative Assistant
Grant Bowen
Administrative Assistant
Tim Fuson
Administrative Assistant
Asset Management
Amy Frist
Vice President - Development
Matt Holmes
Assistant Vice President - Development
Amanda Dennison
Asset Manager - Compliance Specialist
Laura Mitchell
Asset Manager - Stabilized
Joe Crawley
Financial Analyst - Development
Samantha Theising
Vice President - Stabilized
Ben Riesmeyer
Assistant Vice President - Stabilized
Tyler Hart
Asset Manager - Development
Sam Smit
Asset Manager - Development
Jackson Daugherty
Financial Analyst - Development
Jessica Birchler
Assistant Vice President - Development
Andrew Teal
Assistant Vice President - Stabilized
Andrew Kemen
Asset Manager - Stabilized
Molly Snyder
Asset Manager - Stabilized
Connor Eisenbeis
Assistant Vice President - Development
Bart Mullin
Senior Asset Manager - Development
Priscilla Lamour
Asset Manager - Stabilized
Bryan Albertelly
Financial Analyst - Development

Brooke Solis
Senior Vice President, Director of Asset Management

Carrie Daniel
Senior Vice President, Asset Management - Stabilized

Ashley Hagan
Senior Vice President, Asset Management - Development
Fund Management
Kristen Masciana
Vice President
Hannah Goldstein
Assistant Vice President
Rajvir Mann
Fund Analyst
Ryan Ray, CPA
Vice President
Shannon Donham
Senior Fund Analyst
Ben May
Fund Analyst
Farrah Taylor
Vice President
Justin Glickman
Senior Fund Analyst
Cody Smithers
Fund Analyst
Mitchell Derucki
Assistant Vice President
Alicia Turner
Senior Fund Analyst

Kevin Kuruzar
Senior Vice President, Director of Fund Management

Matt Dittmer
Senior Vice President
Frank Lewis
Senior Vice President

Kyle Waldman
Senior Vice President
Investor Relations

Bill Tomashewski
Senior Vice President, Director of Investor Relations
Special Assets & Dispositions
Jennifer Marks
Vice President

Brandon Conway
Senior Vice President

Mike Regan
Senior Vice President
Syndications

Tony Bertoldi
Co-President

Vincent Monaco
Senior Vice President

Tom Pereira
Executive Vice President, Business Development

Andy Voress
Senior Vice President, Director of Institutional Investments

Brad Howarth
Managing Director, Account Management

Jonathan Yu
Senior Vice President

Anthony Richardson
Managing Director, NY Syndications
Paul Cardamon
Vice President
Moe Khan
Senior Syndications Analyst
Joe Gatti
Syndications Analyst
Tracy Engels
Vice President
Bill Tomlinson
Senior Syndications Analyst
Alex Zais
Syndications Analyst, Due Dilligence Coordinator
Eli Kahan
Vice President
Steven Chen
Syndications Analyst
Nicole Scartozzi
Office Manager & Exceutive Assistant to Tony Bertoldi
Christopher Spring
Vice President, Institutional Investments
Chloe Davis
Syndications Analyst
Tax Review & Assurance

Scott Hubbard, CPA
Senior Vice President
Social Impact

Arvetta Jideonwo
Head of Social Impact
Monica Johnson
DEI & Social Impact Project Manager