Slow and steady, Foss & Company’s team has grown since it was founded in 1983. We’re dedicated to helping both investors and developers achieve their goals. We work hard to ensure that we participate in the best tax credit deals in the market.
our recent projects
Keith Pettus, CFA, CAIA – Vice President, Investments
email@example.com | o. 415-877-1622 | m. 415-706-2122 | San Francisco, CA
George Barry – President
firstname.lastname@example.org | o. 415-292-9800 | San Francisco, CA
email@example.com | o. 212-643-3253 | m. 908-963-1484 | New York, NY
Eric Brubaker – Director of Acquisitions
firstname.lastname@example.org | o. 908-429-4193 | m. 908-625-1270 | New Jersey
John Murphy – Acquisitions
John S. Bowman Jr. – Acquisitions
email@example.com | o. 850-269-6845 | m. 334-462-9105 | Miramar Beach, Florida
firstname.lastname@example.org | o. 214-782-9738 | m. 919-698-9158 | Dallas, TX
david beidler – Acquisitions
email@example.com | o. 415-292-9800 | San Francisco, CA
Margie Barry – Chief Administrative Officer
firstname.lastname@example.org | o. 415-877-4893 | San Francisco, CA
Jack Mans – Controller
John joined Foss & Company in June 2014. He focuses primarily on sourcing federal and state historic rehabilitation tax credits for the various Foss Historic Funds or as one off placements to our corporate investors. He practiced law with Balch & Bingham, LLP for ten years. John was a partner in the firm specializing in real estate, bankruptcy, and both general and business litigation. In 1999 John left the practice of law, though he maintains his membership with the Alabama State Bar, to take a position as Vice President with Guilford Capital Corporation. At Guilford, he helped create the Historic Tax Credit division which created historic tax credit investment funds for both Regions Financial Corporation and Fannie Mae. In 2002, John accepted the position of President of the Small Deal Fund L.P. (“SDF”) with Tax Credit Capital, LLC (“TCC”). During his tenure at TCC, John oversaw the development of thirteen (13) tax credit investment funds. John received a B.S. and J.D. from the University of Alabama in 1986 and 1989 respectively. He works out of our Miramar Beach, FL office.
Mr. Barry has been active in the tax credit market as a broker and sponsor of tax credit syndications since the Tax Reform Act of 1986. Mr. Barry has been at Foss & Company since 1985 and has raised over $3 billion in federal and state tax credit equity for the development of affordable housing, the rehabilitation of historic structures, the development of coal based synthetic fuel production facilities and photovoltaic and thermal solar production facilities as well as a host of state tax credit programs. Mr. Barry represents a broad cross section of institutional investors from insurance companies, financial institutions, manufacturing and distribution companies and retail and service companies. Mr. Barry currently is the Manager of numerous federal and state tax credit syndicated investment funds. Mr. Barry received a BA from the University of California at Berkeley and a JD from San Francisco Law School in 1983. He is a frequent speaker on the structuring and financing of tax credit transactions at conferences across the country. Mr. Barry has a Series 7, Series 63 and Series 22 securities registration.
After five years in the banking arena, Ms. Barry came to work for Joe Foss as a sales assistant in 1978. She then became responsible for partnership closings and compliance, overseeing the operations of the office, security compliance and audits, and the accounting for the company. After 32 years of invaluable service, she remains the bookkeeper and is responsible for booking and processing of sales, commission payouts, and payroll.
Prior to joining Foss & Company in September 2013, Mr. Pettus spent the previous decade in the financial services arena, as a financial advisor, proprietary trader and predominantly as a wholesaler of alternative investment solutions. Keith represents a variety of institutional investors, as a broker of tax credit syndications. Mr. Pettus received his B.S. in Industrial Engineering from Lehigh University, is a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and holds FINRA Series 7, 24, 55 & 66 Licenses. Keith is an investment advisor representative with Financial West Group, member FINRA/SIPC. He is based out of the San Francisco office, and spends his free time working with The Guardsmen, a non-profit organization supporting more than 2,500 at-risk Bay Area youth via outdoor education programs and scholarships
Eric Brubaker joined Foss & Company in 2005 and became a shareholder in 2012. He oversees the Acquisitions team and is a member of the Foss Investment Committee. In addition, he is the lead originator for Foss’ state credit funds in Virginia, Ohio, and North Carolina and in the past thirteen years he has sourced over $700 million in tax credits. He has a series 7 and 63 securities registration and works out of our Charlotte branch office.
Mr. Murphy joined Foss & Company in 2012. He focuses primarily on sourcing federal and state historic rehabilitation tax credits for the various Foss Historic Funds or as one off placements to our institutional investors. Prior to joining Foss & Company, Mr. Murphy received a JD from Seton Hall School of Law and a BA in Finance from The College of New Jersey. Mr. Murphy is based out of our New Jersey branch office and is licensed to practice law in the state of New Jersey.
Mr. Beidler joined Foss & Company in October 2016 and has over 18 years of commercial real estate finance and development experience. He focuses on sourcing federal and state historic rehabilitation tax credits along with renewable energy tax credits to our corporate investors. Prior to joining Foss & Company, he was an Acquisitions Manager for the National Trust Community Investment Corporation sourcing Historic and New Markets Tax Credit projects across the country and a Development Manager for Greenfire Development in downtown Durham, North Carolina. In addition, he gained valuable commercial real estate transaction and finance knowledge while working with Cohen Financial and PM Realty Group in Chicago and a commercial appraisal firm in Minneapolis. Mr. Beidler holds a Master of Business Administration and a Master of Regional Planning from the University of North Carolina at Chapel Hill. He received a BA in Economics from the University of St. Thomas in St. Paul, Minnesota and works out of our Dallas office.
Prior to joining Foss & Company in December of 2012, Mr. Mans worked as a CPA with WithumSmith+Brown performing both tax and audit engagements. Mr. Mans holds a B.S. in business administration with a concentration in accounting from the University of North Carolina at Wilmington and an MBA from Monmouth University. He is based out of the San Francisco office and currently licensed as a CPA in the state of New Jersey and California.
TONY PUCCI - ASSET MANAGER
email@example.com| o. 415.872.7042 | San Francisco, CA
Tony joined Foss & Company in January 2017. As an Asset Manager, he focuses primarily on managing real estate investments held in our proprietary tax credit equity funds. Prior to joining Foss & Company, Tony worked as an attorney at Google on securities, antitrust, and patent litigation. Prior to that, he had various business and legal roles with technology companies and law firms. Tony received a BA from the University of California at Berkeley and a JD from Santa Clara University. He is based out of our San Francisco office.
Alex Tiller – Managing Director, Foss Renewable Energy Partners, LLC
firstname.lastname@example.org | m. 303-517-6608 | Denver, CO
Alex Tiller is Managing Director of Foss Renewable Energy Partners, LLC, a Tax Equity investment fund and syndication platform for renewable energy projects. Tiller is the former President of Vancouver BC based Solar Alliance Energy, Inc and former CEO of Sunetric, previously Hawaii’s largest solar company. Tiller was a founding a partner of Sunetric Capital, Aloha Solar Energy, and Aloha Solar Partners; all three entities operated within the solar project development, financing, and asset management space. Prior to his career in renewables Tiller led the development of a private equity investment fund focused on agriculture and farmland. Mr. Tiller started his career at Fidelity Investments and he currently serves as the Chairman of Kunoa Cattle company, a Hawaiian grass-fed beef company. Tiller attended Northeastern University for his undergraduate degree and is currently completing his MBA at the MIT Sloan School of Management.
email@example.com | m. 720-935-4326
LAURA YORK – DIRECTOR OF RENEWABLE ENERGY INVESTMENTS
Ms. York has over a decade of experience arranging financing for renewable energy projects, including development capital, construction financing, mezzanine debt, term debt, and tax equity. Prior to joining Foss Renewable Energy Partners, LLC, Laura managed the Capital Markets team at Clean Energy Collective, LLC, a leading community solar developer. Ms. York’s previous experience includes providing financing solutions for energy projects at several lending institutions including US Bank and JP Morgan Chase. Ms. York holds a Master’s of Science degree in Global Energy Management from the University of Colorado.
Bryen joined Foss & Company in November of 2017. As Real Estate Investment Manager, he manages all aspects of our partnerships’ investments during their life cycle from initial due diligence gathering, quantitative underwriting, closing, management of developer relationships, and investor reporting. Prior to joining Foss & Company, as a commercial banking veteran, Bryen gained experience in construction and term lending, project finance, portfolio management, and commercial underwriting. Bryen graduated with High Honors from University of California at Davis with a BA in Economics. He is based out of our San Francisco office, and spends his free time volunteering as a search and rescue professional for the Alameda County Sheriff’s Office.
firstname.lastname@example.org | o. 415.292.9800 | San Francisco, CA