Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Matthew
Work Experience
Senior Vice President, Asset Management
2022
2015 - 2022
Vice President - Team Leader
2017 - 2022
Office Team Leader. Manage a team of six professionals who asset manage a portfolio of 13 million square feet of office assets valued in excess of $6 billion. Monitor overall portfolio performance and identify nationwide industry trends. Develop and maintain internal and external relationships, providing asset class expertise.
Vice President - Asset Management
2015 - 2017
Retail Asset Management Team. Asset Manage a portfolio of Class A, institutional quality assets totaling in excess of 2.2 million square feet, and valued at over $840M
2005 - 2015
Sr. Director - Equity Real Estate
2008 - 2015
Commercial Real Estate Investment Asset Manage a portfolio of commercial real estate totalling over 1.7 million sf and valued at over $200 million. Hire and manage third party property managers and leasing agents, create and monitor property budgets, and coordinate implementation of capital projects. Actively involved in all phases of acquisition and disposition in Sun Life's South Portfolio, including sourcing, financial analysis, letter of intent, Purchase and Sale negotiation, due diligence, presentation to investment committee, and closing. Lead spec-construction of Class A suburban office development.
Sr. Director - CRE lending
2005 - 2008
Commercial Real Estate Lender Underwrote property values based on economic and real estate fundamentals; identified risk level, required return, and appropriate amount and structure of potential loan. Negotiated all relevent issues relating to the structure of a transaction. Personally committed over $500 million via approximately 175 separate transactions ranging in size from $600k to $28M
1994 - 1998
Investment Associate - Municipal Fixed Income Research
1996 - 1998
Researched the creditworthiness of existing and potential high-yield and investment grade, tax-exempt holdings. Focused on credit fundamentals, forecasted cashflows, and relative valuation measures.
Registered Representative
1994 - 1996
Sold mutual funds to retail clients. Achieved average personal sales volume of $4M per quarter. Managed West Coast Region for a segment of the groups business.