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Press Page & Media Kit

At CREA, LLC, our purpose is found in providing our investor and developer clients with professional real estate investment banking solutions. Together with our partners, we endeavor to create a world where everyone has a safe, affordable, decent place to call home. We strive to create communities of opportunity, connecting housing to world-class education, transportation, healthcare and jobs.

We are more than capital providers. We are partners. We specialize in low income housing tax credits, forming long-term relationships with investors and developers that cultivate success and improve lives. CREA is headquartered in downtown Indianapolis and has offices in Austin, Boston, Chicago, New York, Portland, San Diego and Sarasota.

Mission Statement: Opportunity starts with a safe place to call home.

Facts & Figures

LIHTC Equity Raised

$10.3B

Properties 

Under Management

859

77k+

Affordable Homes Developed

Employees

160+

Total States, Territories

& DC

48+1+1

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Boilerplate / Company Description

CREA, LLC specializes in low-income housing tax credits, forming long-term relationships with investors and developers that cultivate success and improve lives. Since inception, CREA has raised over $9.88 billion in equity and has properties under management in 48 states, D.C. and one U.S. territory. CREA is headquartered in Indianapolis, with offices in Boston, Chicago, New York, Portland, San Diego and Sarasota.

Radio Interview

Media Contact

Stefanie Brown
SVP, Marketing
sbrown@creallc.com
317 808 7193

Using a Smartphone

Social Media

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Office Locations:

BOSTON

CHICAGO

INDIANAPOLIS

NEW YORK

855 Boylston St

Suite 701

Boston, MA, 02116

130 W Liberty St

Suite 200

Wheaton, IL 60187

30 S. Meridian St

Suite 400

Indianapolis, IN 46204

800 Third Ave 

Suite 3700

New York, NY 10022

PORTLAND

SAN DIEGO

SARASOTA

1331 NW Lovejoy St

Suite 700

Portland, OR 97209

12396 World Trade Dr

Suite 307

San Diego, CA 92128

8141 Main St

Suite 208

Lakewood Ranch, FL 34202

Executive Bios & Headshots
Leadership Bios 1
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CHARLES ANDERSON

Co-President

Charles Anderson oversees the annual production of more than $1 Billion of LIHTC equity
nationally with support from CREA’s Acquisitions and Tax Review & Assurance departments.
He is also responsible for guiding the Marketing team’s event planning, public relations,
and social media efforts as well as leading corporate innovation initiatives created by the
Information Technology group. With more than two decades of experience in affordable
housing, he’s been directly involved in identifying, structuring, and closing more than $1
Billion of LIHTC equity in more than 150 transactions nationally. He is committed to client
development, leading his team, and encouraging others 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 boards of both the National Housing and Rehabilitation
Association and the Indiana Affordable Housing Council, and is a big supporter of JDRF and
breast cancer research.

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JEFF WHITING

Chairman & Chief Executive Officer

Jeff Whiting conceptualized CREA in 2001 and now oversees Executive Management. He has grown CREA from 1 to 160+ employees with a nationally-known reputation as one of the top syndication companies. His passion to help people gain stability and a sense of belonging fuels his dedication to affordable housing advocacy both locally and nationally. As he strives to ensure everyone has a voice, Jeff regularly travels to Washington, D.C. to advocate for low-income housing. As the leader of CREA, he empowers his team to make fresh, forward-thinking decisions at every turn. 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 is also an active member of the Indianapolis Archdiocese Finance Council.

Leadership Bios 2
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TONY BERTOLDI

Co-President

As Co-President, Tony Bertoldi oversees the syndication platform, portfolio management and credit & underwriting departments; and sits on all approval committees. He and the syndications team are responsible for the marketing, formation and closing of all investment funds, as well as manage most interactions with investors. Before joining CREA in 2009, he was managing director of the investor relations group of a major tax credit syndicator in the affordable housing industry and was a vice president of a large publicly held REIT. Tony sits on the Board of the Affordable Housing Tax Credit Coalition and is a frequent speaker at industry events. He 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. He is especially proud of CREA’s reputation for transparency, responsiveness and performance, even long after the deal is done. After hours, Tony is an avid dog lover who enjoys spending time outdoors and playing tennis and volleyball. He lives in Boston and on the Cape with his husband of 24 years.

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BRAD BULLOCK

Executive Vice President, Special Projects

Bradley Bullock has 34 years of experience in the affordable housing industry. He is now
working directly with the CEO of CREA to evaluate and implement strategic opportunities
and prior to that was the Managing Director of Originations. Before joining CREA in April of
2011, Brad served as the head of advisory services for a real estate management, development
and investment firm. He’s also had experience as the head of asset resolutions at a financial
group, which owned 1,000 affordable properties representing a $3 billion equity investment.
In 1998, he and his partners sold a national low-income housing tax credit syndicator to a large
national bank. He assumed responsibilities for the bank’s national affordable acquisitions
platform which generated over $1,000,000,000 of equity and debt origination in 2006.
Brad began his affordable career forming Columbia Consulting in 1988 and has structured,
brokered and directly developed low-income housing. Brad graduated from Oregon State
University with honors in 1981.

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Arvetta Jideonwo joined CREA in 2021 as the company’s chief philanthropic leader, overseeing
CREA Foundation, Inc. administration and strategic investments through grant and scholarship initiatives, as well as internal philanthropy, volunteerism, and community engagement efforts. Her 20 years of executive-level experience within a variety of leadership roles and industries includes serving as Executive Director for Bosma Visionary Opportunities Foundation for eight years. Arvetta is a Certified Fundraising Executive through CFRE International. She holds a Bachelor of Science in Community Health from Indiana State University, a Master’s in Health Administration from Indiana University, and a Non-Profit Executive Leadership Certificate from Harvard University’s John F. Kennedy School of Government. She is actively involved in the community through board and committee service for the Indiana Philanthropy Alliance, Diversity Roundtable of Central Indiana, Providence Cristo Rey High School, and Visually
Impaired Preschool Services. She is actively involved with the National Scholarship Providers
Association, Grantmakers for Education, National Coalition of 100 Black Women, and Jack and
Jill of America, Inc., and Cathedral High School. Arvetta enjoys traveling, spending time with
family, and serves as a engaged parent in school activities for her teenage boys.

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KATY MCSHANE, SHRM-SCP

Executive Vice President, Director of Human Resources

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, DEI efforts, 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.

Leadership Bios 3
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ROGER SHANK

Executive Vice President, Chief Financial Officer

As Chief Financial Officer, Roger Shank is responsible for all fiscal operations, managing financial reporting, audits 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.  Bethany partners with churches and communities to strengthen and preserve families, find families for children who need them, and to support refugees and immigrants who have fled danger. He is on the local advisory board of the local Isaiah 117 House which provides physical and emotional support in a safe and loving home for children awaiting foster care placement.

Leadership 4
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