Thomas Bergin, CFA

Vice President - Fund Management at National Equity Fund
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Contact Information
us****@****om
(386) 825-5501
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Credentials

  • Chartered Financial Analyst
    CFA Society Chicago
    Oct, 2010
    - Nov, 2024

Experience

  • National Equity Fund, Inc.
    • United States
    • Real Estate
    • 100 - 200 Employee
    • Vice President - Fund Management
      • Nov 2011 - Present

      I lead a team that determines and executes real estate investment strategies for NEF's institutional investors. Since joining NEF in 2007 I have helped raise over $6 billion in capital to invest in multifamily housing developments throughout the country. The group I lead structures complex tax-advantaged investment funds, negotiates deal points, and manages a $12 billion portfolio of over 160 LP and LLC funds.

    • Director - Fund Management
      • Nov 2011 - Jan 2013

  • National Equity Fund, Inc.
    • United States
    • Real Estate
    • 100 - 200 Employee
    • Fund Manager
      • 2010 - 2011

    • Senior Investment Analyst
      • 2008 - 2010

    • Investment Analyst
      • 2007 - 2008

  • Comerica Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Underwriting Associate
      • 2003 - 2007

      Underwrote letters of credit and term loans to REITs, homebuilders, and mortgage companies Evaluated, prepared and presented potential loans to bank credit committees Participated in Comerica's Analyst Training program in 2004 Underwrote letters of credit and term loans to REITs, homebuilders, and mortgage companies Evaluated, prepared and presented potential loans to bank credit committees Participated in Comerica's Analyst Training program in 2004

  • Arapahoe Basin Ski Area
    • United States
    • Recreational Facilities
    • 1 - 100 Employee
    • Lift Operator
      • Oct 2002 - Mar 2003

Education

  • Michigan State University
    Bachelor of Arts (BA), Finance
    1997 - 2001

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