NH&RA Asset Management Conference (2018)
Katherine M. Alitz is Senior Vice President and Director of Dispositions and Special Assets for Boston Capital Asset Management LP. Katie joined Boston Capital in 1998. The Real Estate Asset Dispositions Department is responsible for the disposition of LIHTC assets. The Special Assets Group manages and repositions monitored assets within Boston Capital’s LIHTC portfolio. Prior to joining the Dispositions Department in 2000, Katie was a Senior Asset Manager/Corporate Team Leader and the co-manager of the company’s Corporate Portfolio of LIHTC assets. She is the former Chairwoman and President of the Board of Directors for the Council for Affordable and Rural Housing (CARH), a non-profit trade organization serving the affordable rural housing community. Katie received a MS in Real Estate Development from the Massachusetts Institute of Technology and graduated Summa Cum Laude with a BA in Economics from the University of Massachusetts, Boston.
Thom joined National Housing & Rehabilitation Association (NH&RA) in 2004 and currently serves as its as Executive Vice-President and Executive Director. NH&RA is a national trade association and peer-network for affordable housing and tax credit developers and related professionals including: investors, lenders, public agencies and professional advisers. Thom directs the association’s day-to-day operations including legislative and regulatory advocacy, committee activities, conferences and events, publications, financial management and strategic planning.
Thom also serves as the Executive Director of the Tennessee Developers Council, a state-wide trade association for affordable housing developers and professionals active in Tennessee. In 2013 he spearheaded the launch of NH&RA's Preservation through Energy Efficiency Project, a major educational initiative supported by the John D. and Catherine T. MacArthur Foundation. Thom also serves on the Board of Directors for International Center for Appropriate & Sustainable Technology (iCAST) as well as the Advisory Board for its ResourceSmart program, a turn-key, cost-effective, green rehab provider for multifamily affordable and market-rate housing communities and nonprofit facilities.
Thom is a frequent speaker at affordable housing, sustainable development and tax credit industry events and has been published in a variety of industry journals including Tax Credit Advisor, Independent Banker, and the Novogradac Journal of Tax Credit Housing. Thom also serves as the Associate Publisher of Tax Credit Advisor, a monthly magazine for tax credit and affordable housing professionals and is an Executive Vice-President at Dworbell Inc., a boutique association management and communications firm in Washington, DC.
Thom was previously employed at a national lobbying firm focusing on financial services and technology issues. Prior to moving to Washington, Thom worked in media relations in the New York State Assembly and as a research assistant for New Hampshire Governor Jeanne Shaheen. Thom graduated Magna Cum Laude from Tufts University with a double major in Political Science and History.
Kathleen Berube joined the National Housing Trust in 2016 and now serves as the National Housing Trust's Sustainable Development Manager. Kathleen supports NHT-Enterprise’s real estate development team to scope out the energy and water efficiency component of renovation projects, brings new financing into development projects and finances and installs solar across the NHT-Enterprise portfolio and other affordable housing owner portfolios. Kathleen also works with the asset management team to sustainably manage the NHT-Enterprise affordable housing portfolio.
Prior to working with NHT-Enterprise, Kathleen was an Environmental Specialist for the Maryland Environmental Service working in the GIS department. This work was focused on collecting and analyzing data to answer important environmental questions, specifically those related to climate change. Kathleen also has experience working with the Maryland Department of Natural Resources and National Park Service is various project management roles.
Kathleen graduated from McDaniel College with a B.A. in Environmental Policy and Science. She also holds a Master’s degree from the University of Denver University College in Environmental Policy and Management.
Laura E. Burns
Laura E. Burns
Laura E. Burns has 31 years’ experience in the affordable housing development business. She is a nationally recognized expert in the affordable housing finance business. As CEO and a founding Partner of the Eagle Point Companies, Ms. Burns has acquired and renovated affordable housing properties and raised and invested private equity in existing housing across the country. In addition, Ms. Burns directed the strategic startup of Eagle Point’s property management division which now oversees over 5,000 apartments. She continues to oversee the 20 year old consulting division – The Signal Group – whose clients include federal agencies and private sector owners, lenders and managers. Ms. Burns continues to be actively engaged in acquiring additional assets and ensuring that all new acquisitions and Eagle Point’s existing portfolio perform at the highest possible levels.
Ms. Burns worked at the Boston Redevelopment Authority (BRA) from 1985 until 1992 where she coordinated neighborhood development projects using low income housing tax credits. From 1992 to 1995, she assisted in the set-up of a nationwide asset management company, based in Portland, Maine, that liquidated affordable housing under contract to the Resolution Trust Corporation (a federal agency) and was subsequently named Chief Operating Officer of its affiliated development company.
Ms. Burns serves on the Board of the National Leased Housing Association, the Editorial Advisory Board of Affordable Housing Finance and is a frequent speaker at the national industry conferences. Her role in helping to develop housing policy includes testifying before the U.S. House Committee on Financial Services and participating in policy development working groups with HUD/GSE’s and Treasury. Ms. Burns has a BA degree from Lehigh University.
Dan Clark is Director of Asset Management. Responsible for developing and maintaining strategic asset management, financial management and risk management activities for the company’s portfolio. He brings over 28 years of real estate asset management, property management and facilities management experience on affordable high density, mixed use and urban infill projects.
Mr. Clark earned his Bachelor of Science degree from Grand Canyon University’s Colangelo College of Business, He previously served as Education Chair with Arizona Apartment Association, Political Action Committee at California Apartment Association, member of Project Management Institute and currently maintains a real estate license in California.
As CFO, Tim guides the financial strategy of Beacon Communities while overseeing accounting, financial reporting, treasury management, insurance, and taxes. Prior to joining Beacon in 2010, Tim was the CFO for Realty Financial Partners, where he was responsible for investor servicing, financial reporting, and treasury management. From 1997 to 2008, Tim served in various positions, from staff accountant to tax manager, at Ercolini & Company LLP, a public accounting firm (since acquired by CohnReznick LLP). There, he worked closely with real estate companies, including Beacon Communities, in tax, audit, and consulting functions.
Bobby joined the National Foundation for Affordable Housing Solutions, Inc. (“NFAHS”) in 2012. His primary role is to develop and implement asset management practices for the NFAHS portfolio. Key areas of responsibility include development and implementation of property level monthly level financial reporting, oversight of third-party property management companies, develop and review annual operating budgets for the properties, administration of subsidy contracts, monitor property level compliance with debt and other regulatory requirements, and provide operating data and feedback to development and acquisition teams to assist in their underwriting.
Prior to joining NFAHS, Bobby was introduced to the affordable housing industry during his time with Reznick Group, P.C. Bobby provided audit and assurance services (including financial statement audits and reviews, cost certification reports, agreed-upon procedure reports) to a variety of clients in the affordable housing, commercial real estate, construction, employee benefit plan and non-profit industries. Bobby has a degree in Business Administration (Accounting) from James Madison University in Harrisonburg, VA.
Allen Feliz is a Managing Director at TCAM, an independent asset manager and consultant for owners and funders of affordable housing. He is responsible for managing the Company’s Consulting and Subordinate Loan Administration practice groups including engagements with for-profit and non-profit developers and public sector clients including state housing agencies and large housing authorities. Prior to TCAM, Allen worked for the Tax Credit Acquisitions department at MMA Financial. He’s a Housing Credit Certified Professional (HCCP). Allen obtained a Master of Public Administration from the Maxwell School of Citizenship and Public Affairs at Syracuse University and a BA from Brown University.
At Cinnaire, Josh serves as the Director of Special Assets. In this role he oversees a team that is responsible for negotiating workouts, stabilization of underperforming deals, and management of Cinnaire’s REO portfolio. In addition, he oversees Cinnaire’s internal risk rating process and Watchlist management. Prior to joining Cinnaire, Josh provided technical assistance to distressed HUD Grantees. His work as a technical assistance provider specialized in CDBG, HOME, and NSP. Josh earned a M.S. in Urban and Regional Planning from the University of Wisconsin and holds a B.S. in Political Science from Calvin College.
Matt Hammer is a Partner with Baldwin Krystyn Sherman Partners, an insurance, risk management, and employee benefits firm that empowers client success by integrating holistic risk management to deliver peace of mind. Matt specializes in helping real estate firms maximize profitability through innovative risk strategies including:
• Leveraging analytics and technology for lower property insurance costs on real estate portfolios
• Aggregating the purchase of construction liability insurance to create a profit center for developers
• Protecting lenders, owners, and managers from operational and catastrophic risk
Matt holds various industry designations and has a Bachelor of Science in Risk Management and Insurance from Florida State University.
With more than 35 years of experience in the multifamily housing industry, Beverly Hanlin is considered an expert in asset management and resident services.
Her business degree from West Virginia University and vast practical experience make Beverly perfectly suited for her position as Director of Asset Management of NHT-Enterprise, a nonprofit, Washington, D.C.-based affordable housing developer.
Beverly’s guidance and supervision of the NHT-Enterprise portfolio ensures owners successfully incorporate property, resident, and investor needs with every project. Likewise, her conscientious, strong management skills safeguard secure financial performance and long-term preservation.
Beverly has earned recognition by Who’s Who and she was included in ABI’s “2,000 Notable American Women”. She has been invited to speak at conferences and symposiums by industry leaders NeighborWorks and the National Housing & Rehabilitation Association.
Her commitment to nonprofit service also includes volunteering with Stewards of Affordable Housing for the Future (SAHF) on their Asset Management Peer Group and with the Housing Association of Nonprofit Developers (HAND) Program Committee for more than four years.
Beverly lives in the Washington, DC area with her family and remains a Certified Professional of Occupancy thru the National Affordable Housing Management Association.
Matt Holden is president of Sparhawk Group and sets the vision for the team to provide client solutions that are context-appropriate. Solutions that encompass both technical and financial information presented and explained so clients can make the best informed decision. As a designer, Matt’s goal is to provide robust solutions that can be built and maintained cost-effectively.
Joan Hoover is Executive Vice President and a principal of Conifer Realty, LLC where she is responsible for the overall performance of the development company managing a talented multidisciplinary team of development, legal and finance staff. Over the next few months, Ms. Hoover will be preparing for her transition to the role of President, as of July 1, 2019.
Prior to assuming responsibility for the development company, Ms. Hoover was responsible for the closing and due diligence functions of the company as well as equity and debt financing of Conifer’s affordable housing portfolio. Ms. Hoover is also involved in asset management, acquisition, and disposition of real estate and business interests.
From 2003 through 2006, Ms. Hoover served as Deputy Commissioner for Community Development at the New York State Division of Housing and Community Renewal and President of the New York State Housing Trust Fund where she managed New York State’s housing and community development programs. Previously, as the Controller of the Affordable Housing Division at Home Properties, she supervised the financial, development, disposition and investor relation functions for a portfolio of 10,000 units of affordable housing.
Ms. Hoover has over 25 years of experience in the financial management and development of affordable housing. A certified public accountant by training, Ms. Hoover has held a number of positions with a variety of prestigious financial consulting and real estate development firms where she gained extensive experience in the use of low-income housing credits for the development of affordable housing.
Ms. Hoover has been an active member of the New York State Association for Affordable Housing since 2001, where she served as Vice President. She currently serves as a member of the Community Leadership Council of PathStone Corporation and most recently served on the Housing Work Group for the Rochester Monroe Anti-Poverty Initiative. Ms. Hoover is a member of the Board of Directors and Treasurer of the National Housing and Rehabilitation Association and has served on the Developers Council Year 15 working group.
Chris joined BKS-Partners as the Business Development Director in 2016. He brings over 10 years of diverse insurance industry experience from local, regional, and national property & casualty brokers. As BKS’ Business Development Director, Chris is responsible for driving top-line growth, mentoring Advisors, and continually finding ways to add value to existing clients.
Chris earned a Bachelor of Science in Business Administration (BSBA), with a major in Economics, from the University of Florida, where he graduated with Honors. He is a credentialed insurance professional with many designations, including the Chartered Property & Casualty Underwriter (CPCU), the Associate in Risk Management (ARM), and the Accredited Adviser in Insurance (AAI). In 2008, he was recognized as a “Distinguished Graduate” of the AAI program by the American Institute of Chartered Property & Casualty Underwriters (AICPCU). As a Distinguished Graduate, Chris received one of the three highest cumulative scores of all the AAI graduates in the entire country in 2008. His industry specialization includes real estate, healthcare, and financial institutions.
Chris has volunteered for many non-profit organizations around the Tampa Bay area over the years, including the Bay Area Manufacturers Association, the Hillsborough Education Foundation, Rotary International, and the Deaf & Hearing Connection for Tampa Bay. He’s currently a board member for the Agency for Community Treatment Services (ACTS), a behavioral health organization that provides substance abuse and mental health services.
With more than 20 years of experience in the affordable housing industry, Emily Jacobs oversees a diverse project portfolio for the San Diego Housing Commission (SDHC).
Her experience includes project management, asset management, property management, business management, and resident services. In addition, Ms. Jacobs has a strong background in the development and oversight of tax-credit and bond-financed developments.
She also serves as the Vice President of SDHC’s nonprofit affiliate, Housing Development Partners.
Prior to joining SDHC, Ms. Jacobs worked for nearly seven years for Wakeland Housing and Development Corporation, a local nonprofit developer, overseeing company and portfolio operations. She also worked for several years as a real estate development coordinator for a nonprofit developer in Central California.
Ms. Jacobs holds a bachelor’s degree in Social Science and a National Tax Credit Compliance designation.
H. Blair Kincer
H. Blair Kincer
H. Blair Kincer is a partner in the metro Washington, D.C. office of Novogradac & Company LLP in the firm’s government consulting and valuation advisory services (GoVal) group. Mr. Kincer specializes in the following primary practice areas: market analysis and appraisal of various types of mixed income and affordable housing projects, new markets tax credit (NMTC) industry consulting, Historic Tax Credit (HTC) consulting, and market analysis and appraisal in the alternative energy industry. The real estate appraisal practice has specialized competencies in the U.S. Department of Housing and Urban Development (HUD) MAP program, HUD rent comparability studies and valuation of all tangible and intangible assets involved in affordable housing development. In the NMTC arena, Mr. Kincer specializes in various analyses involving evaluating debt and real and financial asset value/appraisal questions. Further, he has developed reasonableness opinions and market verifications of various fees and relationships to assist tax counsel with evaluating structures in light of recent Internal Revenue Service (IRS) revenue rulings. His experience in the renewable energy industry includes solar, wind, and other energy facility appraisals and impact analyses of renewable energy assets provided to affordable housing developments. Mr. Kincer, a certified LEED Green Associate, brings to his practice a broad understanding of green building technologies, best practices and the LEED Rating System. Mr. Kincer is also a member for the Counselors of Real Estate (CRE) and of the Appraisal Institute.
Prior to joining Novogradac & Company LLP, Mr. Kincer was vice president of acquisitions for a regional developer where he specialized in financial and economic feasibility analysis. His responsibilities included finding and processing potential acquisitions for rehabilitation using tax credit and tax-exempt bond financing. Mr. Kincer served as a manager with Ernst & Young LLP, where he performed portfolio valuations, market analysis and loan pool performance reviews. His areas of specialization include retail and hospitality. Mr. Kincer received his bachelor’s degree from West Virginia University and his MBA from Duquesne University. He is a member of the Appraisal Institute and a certified general appraiser in Connecticut, Kentucky, Maine, Maryland, Massachusetts, Mississippi, North Carolina, New York, Pennsylvania, Rhode Island, South Carolina, Tennessee, Virginia, Washington, and Wyoming.
Douglas P. Koch
Douglas P. Koch
Douglas Koch, MAI, AICP and Advisory Affiliates, LLC provide clients with advisory services across key disciplines needed to plan, appraise, analyze and successfully complete complex real estate and investment fund transactions in affordable housing, real estate and community development. Along with real estate, planning and investor consulting 2018 activities, Advisory Affiliates participated in affordable/workforce housing development ventures arranging tax credit and private equity financing, assisting with organizational formation and coordinating underwriting activities. Advisory Affiliates, LLC is available to work directly with clients and collaborate with other professionals across a number of real estate and affordable housing and community development services.
Christine Madigan is executive vice president of Enterprise Homes, Inc. Christine has worked
in the real estate industry for more than 25 years and brings residential real estate development,
investment management, financing and asset management experience to the organization.
Since joining Enterprise in 2001, Christine has overseen the development of numerous rental
and for-sale communities serving seniors and families in the Mid-Atlantic region. In addition
to managing the Enterprise Homes’ development team, Christine is responsible for its asset
management department and apartment investment program.
Prior to joining Enterprise, Christine led the mid-Atlantic regional office of MetLife Real Estate
Investments. There she oversaw the performance of the company’s apartment, office and hotel
portfolio in Pennsylvania, Northern Virginia, Maryland and Washington, D.C., and managed
the team responsible for commercial leasing transactions, operations, strategic planning, debt
financing and investment sales for the MetLife’s real estate assets in the region.
Christine earned her master’s degree in business administration from the Yale School of Management, and her bachelor’s degree from Wesleyan University.
Sonya E Prear
Sonya E Prear
Sonya Prear serves as the Vice President, Asset Management at CAHEC in Raleigh, North Carolina, a position she has held since February 2018. She oversees the performance of the organization's affordable housing portfolio and has over 25 years of experience in the affordable housing field.
Prior to joining CAHEC, Prear served as Vice President of Asset Management at TCB, Inc. in Boston, and as a director at TCAM LLC, where she provided asset management and consulting services to owners and funders of affordable housing, including low income housing tax credit syndicators, investors, lenders and housing authorities. Prear has also worked in leadership roles at John Hancock Realty Advisors, Inc., Citibank, the National Equity Fund and the former First National Bank of Chicago (now JP Morgan Chase).
Prear holds a Master of Business Administration degree from the Wharton School at the University of Pennsylvania and a Bachelor of Arts degree from Brown University.
Bill has served as President of Taylor since 2015 and has been part of the Taylor team since 2008. Bill has worked for more than 20 years with a large number of affordable housing management firms / developers throughout the Northeast. Bill’s expertise is with utility data management, utility cost control, budget forecasts and risk strategies around purchasing in deregulated markets. Taylor has an online data management tool, utility module to track utility expenses.Bill has both undergraduate and graduate degrees from Northeastern University. When not working or golfing, Bill can be found with his wife Beth at the Pavilion on the campus of Villanova University or the Wells Fargo Center in Philadelphia watching the Villanova Wildcats basketball team, his adopted school after sending both of his daughters there.Bill is also actively involved with Big Brothers Big Sisters.
Brendt D. Rusten
Brendt D. Rusten
Brendt Rusten As Partner and Senior Vice President, Brendt Rusten is responsible for Dominium’s owned portfolio representing more than 200 multifamily assets and approximately 30,000 units. Mr. Rusten has been actively involved in multifamily acquisition, development and management for more than 35 years. He began his career managing a portfolio of multifamily units for a Midwest-based development and management rm. He initially joined Dominium in 1984, eventually running its Property Management Company. In 1994, Mr. Rusten began providing private consulting services to the multifamily industry, and asset management reviews on more than 5,000 multifamily assets throughout the United States. In 2008, he re-joined Dominium as Senior Vice President of Asset Management. He serves on Dominium’s Executive Committee, providing oversight of all dispositions, renancing of existing assets, and quality control of its assets. In addition, Mr. Rusten serves as a member of Dominium’s Credit Committee bringing his 35 years of aordable and market rate housing experience to the underwriting of new developments and acquisitions. Mr. Rusten is one of the original founding Board Members of the Midwest Association of HUD Management Agents and continues to be actively involved in many of the industry’s major trade associations. He is active in a series of philanthropic activities ranging from assistance to national nonprot housing providers to local special purpose organizations. Mr. Rusten is a founding contributor to the Dominium Foundation which contributes to important housing and social service organizations in the communities where Dominium operates
Rebecca Schaaf is the Senior Vice President for Energy at Stewards of Affordable Housing for the Future. Rebecca leads two initiatives at SAHF – the Big Reach, SAHF’s collaborative effort with its members to reduce portfolio-wide energy and water use by 20% by 2020, and Bringing Sustainability Home, a cross-cutting energy and health initiative that aims to ensure that low-income residents and communities have equal access to critical environmental and health benefits. Prior to joining SAHF, Rebecca supported energy efficiency programs in China, Russia, and Ukraine at Pacific Northwest National Laboratory’s Joint Global Change Research Institute and worked on a variety of program areas as a Program Officer for CHF International. She served in the Peace Corps in Ghana, where she taught mathematics and computer studies. Rebecca holds a Bachelor of Arts degree in Economics from New College of Florida and a Master's degree in Community Planning from the University of Maryland, College Park.
Todd serves as the Executive Vice President for the Portfolio Management & Analysis and the Design functions for HKP. He also serves as a member of the senior management team of HKP. Todd was previously the Executive Vice President of the Indianapolis Neighborhood Housing Partnership (INHP) from 2000 through 2005. Todd’s career also includes two areas of state government: first in various positions at the Indiana Housing Finance Authority (IHFA, now known as the Indiana Housing and Community Development Authority), including Deputy Director, and second as the Executive Secretary of the Indiana State Board of Tax Commissioners. Todd received a Bachelor of Science in Finance from the Honors Program of the Business School at Indiana University and graduated with Distinction. In 2002, he received a Masters in Economics from Indiana University (at I.U.P.U.I.). In 2008, Todd earned the Chartered Financial Analyst designation from the CFA Institute.
John Sebree is the National Director of Marcus & Millichap’s National Multi Housing Group (NMHG). Mr. Sebree’s extensive background as a major multifamily specialist spans more than 25 years, 18 of which were as a Marcus & Millichap agent. During his tenure as an agent, he developed a strong brokerage practice in Chicago, opened the firm’s Indianapolis office and earned numerous plaque awards, eight National Achievement Award qualifications, and Top 20 and Chairman’s Club designations. Mr. Sebree assumed his current position in 2011 and is based in the Marcus & Millichap Chicago Downtown office.
Edward Seiler, Ph.D. is the VP, Research and Economic Analysis of the Washington D.C.-based Dworbell, Inc., a trade association management firm providing public policy analysis and advocacy. In this capacity, Seiler will lead economic research for the organizations that Dworbell manages, including the National Housing & Rehabilitation Association (NH&RA), the National Reverse Mortgage Lenders Association (NRMLA), and the National Aging in Place Council (NAIPC).
Seiler was previously Chief Housing Economist and Director at Summit Consulting, an analytics firm with expertise in applied economics and mortgage finance. Prior to joining Summit, Dr. Seiler was Director of Economics at Fannie Mae, where he directed the development and implementation of analytical models used to guide credit loss management decisions. He has lectured graduate-level micro-econometrics at Johns Hopkins University and published several peer-reviewed articles. Dr. Seiler was previously employed as a manager at Bates White (an economics litigation consulting firm) and as a post-doctoral fellow at The Hebrew University.
He earned his Ph.D. in economics from The University of Chicago, where he was a Fulbright Scholar.
Richard Shevak is a Principal in CohnReznick’s National Tax Practice and is the leader of the Cost Segregation practice. Richard focuses on fixed asset projects including cost segregation, tangible property regulation studies, as well as other tax fixed asset and leasing issues. Richard provides tax technical assistance to a wide variety of clients including clients involved in the commercial real estate and residential real estate industries. Richard has over 17 years of federal income tax experience.
Before CohnReznick, Richard worked in the National Tax Office of a top-6 international accounting firm where he was lead expert on all tax accounting method issues. Prior to that, Richard served as an attorney with the IRS National Office in Washington D.C.
• St. John’s University School of Law, J.D. 1996
• American Bar Association, Tax - Capital Cost Recovery and Leasing Committee
• American Bar Association, Tax – Accounting Methods and Periods Committee
Darren Swanson is Senior Vice President of Acquisitions for Red Stone Equity Partners, where he is responsible for the origination, acquisition, financial underwriting, partnership structuring and syndication of tax credit investments throughout the Southeast. Darren has 12 years of experience in real estate finance, including commercial real estate and affordable housing lending and tax credit equity investing. Prior to joining Red Stone, Darren was a Senior Relationship Manager at Bank of America where he provided affordable housing developers with a variety of real estate secured loans, tax credit equity investments and other bank products and services. Darren received a Bachelor of Science in Biology, with a pre-med concentration, from Appalachian State University and holds Series 7 and 63 licenses.
Vinnie Viola, HCCP, MPA, is Principal of Birch Island Real Estate Consulting, LLC. Formed in 2013, BIREC offers asset management (AM) consulting services and trainings to owners, developers, operators and investors of multifamily housing, with expertise in LIHTCs. For over 2 years, Vinnie has worked in for-profit, government and not-for-profit organizations that invest in, manage and regulate affordable housing. His career includes ten years in various leadership positions Boston Financial Investment Management and Boston Capital, where he gained expertise with AM best practices. Vinnie has asset managed thousands of rental units in hundreds of investment partnerships, comprising nearly $1 billion in investor contributed equity. He earned a BA in Geography from the University of Massachusetts Boston and an MPA from the University of Texas Dallas.
Roger Yorkshaitis, CPA, is Senior Vice President and Chief Financial Officer for The Gatehouse Companies, an affordable housing developer and manager with properties in Massachusetts, Rhode Island and Florida. He has 30-plus years experience in real estate accounting and finance. Mr. Yorkshaitis joined Gatehouse in March 2000 after serving four years as Chief Financial Officer for a regional health care company where he was responsible for the organization’s accounting, finance and strategic planning functions. Previously, Mr. Yorkshaitis served for over 10 years at two Boston area CPA firms serving primarily the real estate industry. He serves on the Executive Committee of the National Housing and Rehabilitation Association. Mr. Yorkshaitis received a BS in Accountancy from Bentley College and is licensed as a CPA in Massachusetts.
Lauren Zullo joined Jonathan Rose Companies in 2017 as Director of Sustainability, where she is responsible for overseeing environmental and healthy building design, retrofit, certification, and reporting initiatives across all the firm’s business practices. Prior to joining Jonathan Rose Companies, she worked for the Natural Resources Defense Council (NRDC), where she led initiatives to scale up market-based strategies to improve the environmental performance of large buildings. Ms. Zullo previously held roles in development, property management and sustainability for the commercial real estate firm Greenebaum & Rose Associates in Washington, DC. Lauren received her A.B. from Bowdoin College