Experience

Maryland State Retirement and Pension System

• Government Administration
• 100 - 200 Employee

• Managing Director - Private Equity

  • Aug 2010 - Present



Enterprise Community Investment, Inc.

• Financial Services
• 100 - 200 Employee

• Independent Consultant

  • May 2010 - Aug 2010



PNC Capital Advisors

• Senior Vice President

  • Jun 1998 - Dec 2009

  Served as REIT Portfolio Manager and Director of Research, charged with developing, training and managing staff of eight senior analysts as well as six associate analysts responsible for supporting equity products. Managed real estate securities mutual fund and separate accounts with $300,000,000 in assets. Presented to management, portfolio managers, clients and prospective clients. Contributed as member of investment policy committee. Held responsibility for industrials, aerospace… Show more Served as REIT Portfolio Manager and Director of Research, charged with developing, training and managing staff of eight senior analysts as well as six associate analysts responsible for supporting equity products. Managed real estate securities mutual fund and separate accounts with $300,000,000 in assets. Presented to management, portfolio managers, clients and prospective clients. Contributed as member of investment policy committee. Held responsibility for industrials, aerospace, railroads, telecommunications, real estate, housing and building products, as well as paper and packaging industries.  Oversaw recruiting and performance evaluations, as well as training and monitoring of work product.  Managed college recruiting process for creation of team of six junior-level analysts to expand capabilities of team.  Worked to create training program and rotational assignments to develop skills of new hires. Show less Served as REIT Portfolio Manager and Director of Research, charged with developing, training and managing staff of eight senior analysts as well as six associate analysts responsible for supporting equity products. Managed real estate securities mutual fund and separate accounts with $300,000,000 in assets. Presented to management, portfolio managers, clients and prospective clients. Contributed as member of investment policy committee. Held responsibility for industrials, aerospace… Show more Served as REIT Portfolio Manager and Director of Research, charged with developing, training and managing staff of eight senior analysts as well as six associate analysts responsible for supporting equity products. Managed real estate securities mutual fund and separate accounts with $300,000,000 in assets. Presented to management, portfolio managers, clients and prospective clients. Contributed as member of investment policy committee. Held responsibility for industrials, aerospace, railroads, telecommunications, real estate, housing and building products, as well as paper and packaging industries.  Oversaw recruiting and performance evaluations, as well as training and monitoring of work product.  Managed college recruiting process for creation of team of six junior-level analysts to expand capabilities of team.  Worked to create training program and rotational assignments to develop skills of new hires. Show less



USF&G Realty Advisors

• Director Portfolio Analysis & Research

  • Apr 1991 - Jun 1998

  Held responsibility for the financial analysis and planning for $1,200,000,000 debt-equity real estate portfolio. Researched real estate trends and prepared business plans, as well as created financial forecasts and models. Modeled and evaluated business opportunities, mezzanine loans, forward commitments, CMBS purchases, REIT conversions, portfolio valuations and asset securitizations. Managed implementation and use of real estate financial analysis software.  Created financial… Show more Held responsibility for the financial analysis and planning for $1,200,000,000 debt-equity real estate portfolio. Researched real estate trends and prepared business plans, as well as created financial forecasts and models. Modeled and evaluated business opportunities, mezzanine loans, forward commitments, CMBS purchases, REIT conversions, portfolio valuations and asset securitizations. Managed implementation and use of real estate financial analysis software.  Created financial analysis function, as broad as performing general industry and market-related research to detail in coordinating annual property-level budget process.  Coordinated projects, including financial modeling of third-party joint venture, loan co-investments and securitizations, as well as development of internal incentive compensation plan.  Completed higher level projects, including investigating creation of property REIT and potential spin-out of advisor into third-party manager.  Held responsibility for systems-related issues, including transition to Microsoft product and networking, as well as evaluation, selection and implementation of real estate modeling software, in addition to property accounting systems  Built staff of real estate financial analysts, supporting loan origination, acquisition and disposition, as well as property management staff. Show less Held responsibility for the financial analysis and planning for $1,200,000,000 debt-equity real estate portfolio. Researched real estate trends and prepared business plans, as well as created financial forecasts and models. Modeled and evaluated business opportunities, mezzanine loans, forward commitments, CMBS purchases, REIT conversions, portfolio valuations and asset securitizations. Managed implementation and use of real estate financial analysis software.  Created financial… Show more Held responsibility for the financial analysis and planning for $1,200,000,000 debt-equity real estate portfolio. Researched real estate trends and prepared business plans, as well as created financial forecasts and models. Modeled and evaluated business opportunities, mezzanine loans, forward commitments, CMBS purchases, REIT conversions, portfolio valuations and asset securitizations. Managed implementation and use of real estate financial analysis software.  Created financial analysis function, as broad as performing general industry and market-related research to detail in coordinating annual property-level budget process.  Coordinated projects, including financial modeling of third-party joint venture, loan co-investments and securitizations, as well as development of internal incentive compensation plan.  Completed higher level projects, including investigating creation of property REIT and potential spin-out of advisor into third-party manager.  Held responsibility for systems-related issues, including transition to Microsoft product and networking, as well as evaluation, selection and implementation of real estate modeling software, in addition to property accounting systems  Built staff of real estate financial analysts, supporting loan origination, acquisition and disposition, as well as property management staff. Show less



USF&G

• Senior Financial Analyst

  • Nov 1984 - Apr 1991

  Completed real estate-related analysis within corporate investment subsidiary. Assessed portfolio performance and diversification strategies. Oversaw financial forecasting, modeling, cash management and management reporting. Served as sole analyst to executives overseeing real estate and financial services subsidiaries of insurance company. Monitored reporting of external managers and developed reports for executes for use with senior management. Grew from start-up state to $1,000,000,000… Show more Completed real estate-related analysis within corporate investment subsidiary. Assessed portfolio performance and diversification strategies. Oversaw financial forecasting, modeling, cash management and management reporting. Served as sole analyst to executives overseeing real estate and financial services subsidiaries of insurance company. Monitored reporting of external managers and developed reports for executes for use with senior management. Grew from start-up state to $1,000,000,000 in assets managed in short time. Show less Completed real estate-related analysis within corporate investment subsidiary. Assessed portfolio performance and diversification strategies. Oversaw financial forecasting, modeling, cash management and management reporting. Served as sole analyst to executives overseeing real estate and financial services subsidiaries of insurance company. Monitored reporting of external managers and developed reports for executes for use with senior management. Grew from start-up state to $1,000,000,000… Show more Completed real estate-related analysis within corporate investment subsidiary. Assessed portfolio performance and diversification strategies. Oversaw financial forecasting, modeling, cash management and management reporting. Served as sole analyst to executives overseeing real estate and financial services subsidiaries of insurance company. Monitored reporting of external managers and developed reports for executes for use with senior management. Grew from start-up state to $1,000,000,000 in assets managed in short time. Show less