2004 – 2005 Executive Director& President of the Arch Street Funds Conducted multifamily acquisitions, portfolio management, research, and asset management Member of investment committee for all property types, domestic and international Responsible for professionals in New York, Boston, Atlanta, Chicago, and San Francisco
LEND LEASE (acquired by Morgan Stanley ) 2000 – 2004 Managing Director Acquisitions, asset management, portfolio management, and institutional marketing Member of investment committee, board member of global securities board and member of senior management committee BOSTON FINANCIAL (acquired by Lend Lease ) 1994 – 2000 President and Director of Investment Management Created institutional multifamily investment management business within a 25-year old apartment syndication firm. Responsible for raising capital, investment strategy, and hiring and managing professionals in acquisitions, asset management, research and portfolio management Substantially grew assets under management, utilizing a value-add strategy which produced superior investment returns ALDRICH EASTMAN & WALTCH (now AEW Capital Management ) 1982 – 1994 Principal and Chief Investment Officer Among the firm’s founding partners Investment operations, including acquisitions, asset management, and portfolio management Raised capital for institutional funds and separate accounts Created and implemented complex equity and debt investments Member of management committee and investment committee Firm grew from startup to a $10 billion company, in ten years’ time MARSH & MCLENNAN REAL ESTATE ADVISORS 1980 - 1982 Founder and Chief Operating Officer Worked with institutional clients of Putnam and Eberstat Asset Management Developed real estate strategies that allowed tax exempt, institutional investors to enhance their yields by leveraging the needs of taxable investors
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY REAL ESTATE DEPARTMENT 1969 - 1980 Vice President
Ran mortgage finance group covering eastern half of U.S. Financed large developers such as Simon Properties and Kimc. Financed and invested in all property typesWorked with first mortgages, subordinated land sale/leasebacks, leasehold loans, equity purchases and joint venture equity programs In 1976, developed the 3 rd open-end real estate fund for pension funds in the U.S.
Education
Boston College, B.S., Boston University, MBA
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