Experience

Intersection Realty Group

• United States
• Real Estate
• 1 - 100 Employee

• Founder & Managing Principal

  • 2020 - 3 years

  Rochester, New York, United States Intersection Realty Group (Intersection) acquires and adds value to a growing portfolio of industrial and multifamily properties in liquid primary and secondary markets in the U.S. We leverage our deep network of industry relationships with brokers and owner-operators to source targeted acquisition opportunities, many of which are off market, enabling us to achieve attractive returns for our investors.



University of Rochester - Simon Business School

• United States
• Higher Education
• 100 - 200 Employee

• Adjunct Professor, University of Rochester, Simon Business School

  • Mar 2022 - 1 year 10 months

  Rochester, New York, United States I teach Fin 441A: Special Topics in Finance – Real Estate. The course focuses on the basic economics of real estate markets, market analysis, and real estate finance. The course specifically considers market analysis, valuation, leases and rents, cap rates, capital structure, and risk analyses for income-producing (commercial) properties.



Morgan Communities (Morgan Management LLC)

• United States
• Real Estate
• 1 - 100 Employee

• Principal, Director of Acquisitions & Dispositions

  • 2015 - 2020

  Rochester, New York, United States •Acquired 42 apartment communities consisting of more than 10,220 units totaling more than $1.2 billion in value; numbers that represented more than 25% of the company’s portfolio in number of units owned and market value. •Determined optimal capital structures for new acquisitions via the development of comprehensive cash flow models incorporating levered and unlevered IRR and NPV analyses and the impact of value-added opportunities, leverage, and various promote… Show more •Acquired 42 apartment communities consisting of more than 10,220 units totaling more than $1.2 billion in value; numbers that represented more than 25% of the company’s portfolio in number of units owned and market value. •Determined optimal capital structures for new acquisitions via the development of comprehensive cash flow models incorporating levered and unlevered IRR and NPV analyses and the impact of value-added opportunities, leverage, and various promote structures. •Responsible for transaction structuring - Including the negotiation of letters of intent, purchase and sales agreements, and joint venture operating agreements with LP equity investors.

• Assistant Director Of Finance

  • 2014 - 2015

  Rochester, New York, United States •Designed optimal capital structures for new, mixed-use developments that integrated diverse local, state, and federal economic programs, including, but not limited to, Brownfield Tax Credits, New Market Tax Credits, and Historic Tax Credits. •Conducted project feasibility analysis for substantial rehab and new construction developments and managed project teams consisting of architects, engineers, general contractors, lawyers, lenders, and other 3rd party consultants.



Granite Companies, LLC

• Director of Finance

  • 2007 - 2012

  Chicago, Illinois, United States •Developed and evaluated optimal capital structures for company projects via the development of comprehensive cash flow models incorporating IRR and NPV analyses. •Secured project financing, including 9% and 4% LIHTCs, PHA Capital Funds, Hope VI Funds, and various other forms of subsidy from private and public sources, established schedules for project phases, and worked with state and municipal agencies and local community groups to secure approvals for project zoning and… Show more •Developed and evaluated optimal capital structures for company projects via the development of comprehensive cash flow models incorporating IRR and NPV analyses. •Secured project financing, including 9% and 4% LIHTCs, PHA Capital Funds, Hope VI Funds, and various other forms of subsidy from private and public sources, established schedules for project phases, and worked with state and municipal agencies and local community groups to secure approvals for project zoning and entitlements. •Led the development of the Oakwood Shores Terrace Apartments and Mercy Medical Center (Chicago, IL), a six-story 89,630 square foot mixed-income housing complex that includes a medical office component on the first two floors. TDC = $23.5MM Show less



ABN AMRO Bank N.V.

• Netherlands
• Banking
• 700 & Above Employee

• Bank Officer / Senior Analyst

  • 2004 - 2006

  Chicago, Illinois, United States Assisted in the origination of loans for LaSalle’s CMBS capital source via the development of direct capitalization financial models and comparable sales and rental analyses.



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Real Estate Investment Analyst

  • 2003 - 2004

  Chicago, Illinois, United States Assisted in the origination of loans for Prudential’s CMBS, General Account, and Fannie Mae capital sources through the development of DCF (Argus) and direct capitalization financial models.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Financial Analyst - IBD, Financial Institutions Group

  • 2002 - 2003

  New York, New York, United States Developed comprehensive discounted cash flow and merger consequences financial models and performed comparable company and precedent transactions analyses for banks, asset management, and financial technology companies.