With 50 years of experience, Raymond James is an industry leader in structuring sophisticated real estate investment funds, specializing in multifamily developments. Over the years, we’ve executed more than 2,500 affordable housing investments and deployed over $15 billion in equity. Our affordable housing funds seek to generate strong risk-adjusted returns for institutional investors while preserving affordable housing.

Manage all aspects of a $3 billion affordable housing investment platform for First Republic Bank. The fast growing fund has a track record of delivering strong economic returns, as well as, positive social, environmental and economic impact in the community.

Responsible for originating, structuring and closing equity and debt transactions with affordable housing developers across the country. Financing structures include: direct equity investments, fund investments, “80/20” projects, new markets tax credit investments, tax exempt & taxable construction/permanent debt, and derivative products.The group originates more than $500 million in loans and investments each year.

Centerline is one of the nation’s largest sponsors of low-income housing tax credit ("LIHTC") investment funds, having raised over $8 billion in equity from over 107,000 institutional and retail investors for investments in affordable multifamily housing. Centerline Capital has sponsored of over 125 public and private real estate investment programs that have provided financing for over 1,300 properties in 47 states and the District of Columbia. The firm boasts more than three decades in the multifamily financial services industry, making it one of the most recognized authorities.

Director of Real Estate Lending where he oversaw real estate loan programs which provide financing for affordable housing and community development projects. Responsible for all aspects of the program including: deal origination, deal structuring, investor relations, new product development, and strategic planning. LCD’s capital of over $30 million is provided by banks, corporations, foundations and government sources.

Broad range of financial and economic consulting engagements in a variety of industries. Engagements involved financial statement analysis, business plan assessment, business valuations, strategic planning and market research.

Provided financial and economic consultation for businesses in a variety of industries, including: high-tech, manufacturing, bio-technology, and financial institutions. Analyzed business and financial plans to evaluate products, intellectual property, companies and markets in a wide spectrum of industries.