Download PDF


Astute commercial real estate investment manager with proven success in the deployment of capital across a wide range of investment styles, product types and market cycles. A professional adept at utilizing a full “life cycle” investment management approach and proficient in all aspects of profitably acquiring, managing and disposing of over $2.4 billion of assets. Combines a core philosophy of risk mitigation and hands-on value creation with extensive experience in leveraging relationships to produce synergistic results. National experience with an in-depth knowledge of targeted markets.


·  Relationship Management

·  Joint Venture Structuring

·  Contract Negotiation

·  Acquisition Underwriting

·  Due Diligence

·  Financial Modeling/Argus

·  Asset Management

·  Financing Analysis

·  Economic Valuation


Midwest Wind Finance LLC - Advisor to the Board

Benilde-St. Margaret's High School - Advancement Committee of the Board

Wisconsin Real Estate Alumni Association

Urban Land Institute

Work experience


Managing Director

Carval Investors, LLC

Directed a cumulative $1.6 billion national portfolio of opportunistic and value-added commercial real estate investments from acquisition through asset management and disposition.

  • Managed multiple long-term joint venture partner relationships and consulted on their strategic direction, personnel allocation and capital planning; worked through conflict resolution to determine win-win solutions.
  • Invested $577 million in equity capital consistent with value-added and opportunistic investment objectives; utilized internal and external resources to model cash projections, perform due diligence and negotiate purchase documents.
  • Sourced multiple debt alternatives, both directly and indirectly, to find the most favorable combination of economic parameters and terms; negotiated loan agreements and modifications when required.
  • Worked directly with leasing agents and property management personnel to achieve business plan objectives on over 11.5 million square feet of commercial property and 5,300 apartment units.
  • Determined optimal time to sell properties relative to their incremental value creation potential based on market conditions and business plan progress; managed sale process including selection of brokers and document negotiation.
  • Sourced new joint venture partners in targeted markets to increase access to desired deal flow. Structured economic terms and agreements to ensure alignment of interests and provide incentives for success.
  • Performed quarterly reviews and valuations of investments to comply with investor reporting requirements.
  • Interfaced with investors to explain the company's investment process and competitive advantages and took part in periodic updates on performance and strategy.
  • Managed third party service providers including internal and outside attorneys, leasing agents, investment sales brokers, property managers, appraisers and engineering consultants.

Vice President - Alternative Investments

Cargill Leasing Corporation

Management of all investment activities that were outside of the core leasing strategy including full Profit & Loss responsibility and the supervision of two employees.

  • Led new initiative to acquire 2,000 apartment units capitalized through the Low Income Housing Tax Credit program representing a total cost of $210 million. Managed all aspects of due diligence, structuring and monitoring. Sold a portion of the portfolio for a substantial profit in one of the first secondary sales in the industry.
  • After determining that the investments no longer fit the strategic objectives of the company, profitably unwound joint venture investments in aircraft operating leasing and venture equipment finance.

Investment Manager

Cargill Leasing Corporation

Primary investment professional responsible for growth and performance of a $626 million portfolio of assets subject to leveraged lease transactions.

  • Through a leveraged lease structure, acquired $268 million of real estate and $309 million of rail, aircraft and other equipment.
  • Performed all aspects of investment process including financial modeling, credit underwriting, equipment valuation, document negotiation and tax structuring.

Senior Consultant


Member of consulting teams which worked on manufacturing process design and systems testing projects.