FOSS & COMPANY TEAM
FIRM PARTNERS
George Barry
PRESIDENT & CEO
San Francisco, CA
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 $5 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.
GEORGE BARRY
PRESIDENT & CEO
BRYEN ALPERIN
MANAGING DIRECTOR
Denver, CO
Bryen Alperin is a Partner and Managing Director at Foss & Company, where he leads the firm’s renewable energy and sustainable technologies investment platform. Since launching the division, he has overseen the deployment of billions in tax credit equity across solar, battery storage, advanced manufacturing, and other sustainable technologies. Bryen is recognized for his expertise in structuring complex transactions—including T-Flips, preferred equity, and transferable tax credit financings—and for helping institutional investors navigate the evolving landscape of renewable energy tax credits. A regular speaker at leading industry forums including the United Nations COP27, Bloomberg Sustainable Business Summit, Infocast, SEIA, RE+, UNC Tax Symposium, the Tax Executives Institute, he is also a frequent contributor to media and trade publications such as Bloomberg Tax, the Wallstreet Journal, and Novogradac Tax Credit Journal. Bryen began his career in commercial and project finance and holds a BA in Economics, magna cum laude, from the University of California, Davis.
BRYEN ALPERIN
MANAGING DIRECTOR
ERIC BRUBAKER
MANAGING DIRECTOR
Charlotte, NC
Eric Brubaker joined Foss & Company in 2005 and became a shareholder in 2012. He oversees the Foss Historic Tax Credit platform and is a member of the Foss Investment Committee. He is a frequent speaker at industry conferences and in the past 18 years he has sourced over $2 billion in tax credits. He has a series 7 and 63 securities registration and works out of our Charlotte office.
ERIC BRUBAKER
MANAGING DIRECTOR
JACK MANS, CPA
CFO & MANAGING DIRECTOR
San Francisco, CA
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.
JACK MANS, CPA
CFO & MANAGING DIRECTOR
JOHN S. BOWMAN JR.
MANAGING DIRECTOR
Seagrove Beach, FL
John joined Foss & Company in June 2014 and became a shareholder in 2018. 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 Seagrove Beach, FL office.
JOHN S. BOWMAN JR.
MANAGING DIRECTOR
CAPITAL MARKETS
KEVIN HALEY
SENIOR VICE PRESIDENT OF INVESTMENTS
Denver, CO | Email
Kevin Haley joined Foss & Company in July 2024 and is responsible for overseeing all capital-raising work. Kevin is rejoining Foss after serving as a founding member of a transferable tax credit marketplace startup company. He brings substantial expertise on both tax equity and transferable tax credit transactions and supports the capital raising team to raise new tax equity funds and broker transferability deals. Prior to Kevin's work on tax credit transactions, he was a strategic advisor at the Clean Energy Buyers Association (CEBA), working with Fortune 500 companies pursuing renewable energy power purchase agreements. Kevin began his career working on renewable energy tax credit policy issues in Washington, D.C. Kevin holds a bachelor's degree from Hope College in Holland, MI, and an MBA from the University of Colorado, Boulder.
KEVIN HALEY
SENIOR VICE PRESIDENT, INVESTMENTS
KIP KIMBLE
VICE PRESIDENT OF CAPITAL MARKETS
Kip Kimble joined Foss & Company in February 2020. As Vice President of Capital Markets, Kip works with insurance companies, financial institutions and other companies to redirect funds earmarked for state and federal taxes into investments that generate tax benefits, cash flow and other benefits including improved ESG ratings. Additionally, Kip runs Foss & Company's debt platform that sources and places project level debt for Foss developer clients to go alongside Foss tax equity investments. Kip brings more than 30 years of commercial real estate and debt experience to the company. For the past 20 years, he has been a loan originator with Deutsche Bank, Prudential and Bellwether where he produced more than $6 billion of new mortgage loans, primarily on multifamily communities across the country. Kip’s other experience includes commercial banking, asset management and commercial real estate brokerage. Kip graduated from the University of Michigan in 1985 with a Bachelor of Arts degree with a major in Economics within the school of Literature, Science and the Arts.
KIP KIMBLE
VICE PRESIDENT, CAPITAL MARKETS
DREW GOLDMAN
VICE PRESIDENT OF INVESTMENTS
Atlanta, GA | Email
Drew joined Foss & Company in January 2019, and is primarily focused on the placement of institutional investor capital into Foss & Company sponsored state and federal tax credit funds. His 18-year background in financial services includes equity syndication for Raymond James Tax Credit Funds and at Meridian Investments Inc, strategic M&A and global investment banking roles with GE Capital and JPMorgan Chase, and corporate lending for Bank of America. Additionally, Drew spent 5 years in commercial real estate, directing business development for a multi-family management and development firm in the Southeast, and conducting acquisitions in New York and Florida for a self-storage investment and management company. Drew has an MBA from Emory University’s Goizueta Business School, and earned his BBA from The University of Texas at Austin.
DREW GOLDMAN
VICE PRESIDENT, INVESTMENTS
JENNIFER PRUETT
VICE PRESIDENT OF INVESTMENTS
Chicago, IL | Email
JENNIFER PRUETT
VICE PRESIDENT, INVESTMENTS
PATRICK O’BRIEN
VICE PRESIDENT, INVESTMENTS
San Francisco, CA | Email
Patrick O’Brien joined Foss & Company as an Investment Operations Intern in March, 2020. He currently operates on the Investments Team as a Vice President. Patrick operates in all segments of investment sourcing, client relations and research processes. Prior to joining Foss & Company Patrick was researching the impact of regulation on the growth of emerging financial technology markets at the University of Otago. He was the youngest graduate from both the Bachelors of Science in Economics and Masters of Finance Degrees in his Alma Matter’s history. Outside of work Patrick spends his time volunteering and finding ways to support small-scale regenerative agriculture with technology.
PATRICK O’BRIEN
VICE PRESIDENT, INVESTMENTS
ADAM RUTHERFORD
VICE PRESIDENT, INVESTMENTS
Bend, OR | Email
Adam Rutherford joined Foss & Company in September 2022 as Vice President, Investments. In this role, Adam works with institutional investors and large corporations to direct investment capital into high-impact, tax credit-generating projects like renewable energy, carbon capture and real estate. Adam brings over sixteen years of experience in the financial services industry including time with J.P. Morgan as a Financial Education Consultant and Investment Analyst. Through acquisition, he then joined Empower and focused on institutional sales for primarily Fortune 500 companies and eventually managed large corporate and non-profit relationships for a suite of Advisory Services solutions. Adam graduated with a B.A. in Business Administration from University of Missouri – Columbia with an emphasis in Finance and Real Estate. He also holds an MBA from the Columbia University in New York.
ADAM RUTHERFORD
VICE PRESIDENT, INVESTMENTS
MICHAEL YAGER
VICE PRESIDENT, INVESTMENTS
Bryan, TX | Email
Michael joined Foss & Company in April 2023. As Vice President of Investments, he works with institutional investors and large corporations to direct capital that is set aside for federal and state taxes into high-impact, tax credit-generating projects with a focus on renewable energy and carbon capture. Prior to joining Foss & Company, Michael spent 10 years developing an all-electric, zero emission freight transportation system. During this time, he expanded the company into three new markets, sourced over a billion dollars of debt and equity capital, and garnered offtake agreements with Fortune 500 companies throughout the United States. Michael graduated from Texas A&M University with a B.S. in Aerospace Engineering and M.Eng. in Industrial and Systems Engineering.
MICHAEL YAGER
VICE PRESIDENT, INVESTMENTS
OLIVIA PARK
VICE PRESIDENT OF INVESTMENTS
New York | Email
Olivia joined Foss & Company in 2024, and is primarily focused on the placement of institutional investor capital into Foss & Company sponsored state and federal tax credit funds. Olivia brings 18 years of experience in financial services, primarily focused on capital raising, business development, and investor relations within alternative asset management firms. She led the firm’s strategic growth initiatives, fostering relationships with potential institutional investors while also servicing existing ones by providing asset class education and investment updates to the investor community.
Olivia began her career in investment banking working at Evercore Partners in New York and Michel Dyens & Co in Paris, France and transitioned to the buy-side working at firms including Hudson Sustainable Investments, RainMakers Private Equity, and Hurley Capital in New York. She received a B.A. in Economics from New York University.
OLIVIA PARK
VICE PRESIDENT, INVESTMENTS
FRANK RONCHETTI
VICE PRESIDENT, INVESTMENTS
Denver, CO | Email
Frank Ronchetti joined Foss & Company in February 2025 as Vice President, Investments. He works with banks, insurance companies, large corporations, and private financial investors to generate low-risk returns and reduce tax liabilities through the funding of renewable energy and historical real estate development projects. Frank’s passion for helping stop climate change led him to join Foss & Company, where he can identify new sources of capital to fund clean energy projects.
Prior to joining Foss, Frank was Chief Financial Officer for a series of venture capital-backed, early-stage technology companies, raising capital from both financial investors and corporate strategic partners. Before that, he spent 15 years in Europe, investing in, lending to, and raising capital for companies with private equity and venture capital backing. Frank has a bachelor’s degree in Economics from Stanford University and an MBA from The Anderson School at UCLA.
FRANK RONCHETTI
VICE PRESIDENT, INVESTMENTS
RENEWABLE ENERGY & SUSTAINABLE TECHNOLOGIES
ANDREW MURO
VICE PRESIDENT, RENEWABLE ENERGY PORTFOLIO MANAGEMENT
San Francisco, CA
Andrew joined Foss & Company in June 2021. As the Vice President of Renewable Energy Portfolio Management, he is in charge of all aspects of investment performance, working with sponsors on project compliance and tax credit investors on fund management. Prior to joining Foss & Company, he created a solar investment vehicle and managed its day-to-day operations. For 12 years prior to that he worked with top-tier solar or renewable energy companies, either financing assets or developing premier asset and portfolio management talent and processes globally. He has overseen some of the largest solar and wind farms in North America, as well as solar sites in Chile, Italy, Spain, England, and Canada. Education credentials include an MBA from ESADE in Barcelona, and a BA from UC Santa Barbara.
ANDREW MURO
VICE PRESIDENT, RENEWABLE ENERGY PORTFOLIO MANAGEMENT
JEFF WAND
VICE PRESIDENT, RENEWABLE ENERGY PORTFOLIO MANAGEMENT
Atlanta, GA
As Vice President, Renewable Energy Portfolio Management, Mr. Wand is responsible for investment performance of a portfolio of renewable energy asset investments. Prior to joining Foss & Company, he was instrumental in building out the renewable asset management platform at Clearway Energy and managed a large portfolio of utility scale solar and wind assets. Mr. Wand has spent 18 years developing, executing, and managing renewable power generation assets for the likes of Constellation Energy, GE Renewable Energy, and NRG/Clearway. He holds a BBA in Real Estate from the University of Wisconsin Madison, and an MA in International Management from the University of California San Diego.
JEFF WAND
VICE PRESIDENT, RENEWABLE ENERGY PORTFOLIO MANAGEMENT
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DAWN LIMA
VICE PRESIDENT, RENEWABLE ENERGY & SUSTAINABLE TECHNOLOGIES
Denver, CO
Dawn Lima joined Foss & Company in May of 2022. As Vice President of Renewable Energy and Sustainable Technologies, she manages all aspects of the transaction lifecycle for both solar and carbon capture utilization and sequestration (CCUS) investments. Additionally, Ms. Lima works to identify and develop new CCUS opportunities for the company. Ms. Lima has over two decades of experience in full cycle of oil & gas energy development including: operations, business development and acquisitions & divestitures. A graduate from the Canadian Royal Military College of Canada, Ms. Lima holds a B.Eng. in Chemical & Materials Engineering and received her commission as an Officer in the Canadian Airforce. She is based out of our Denver office.
DAWN LIMA
VICE PRESIDENT, RENEWABLE ENERGY & SUSTAINABLE TECHNOLOGIES
CLAIRE BEHAR
VICE PRESIDENT OF RENEWABLE ENERGY & SUSTAINABLE TECHNOLOGIES
Denver, CO
Claire Behar joined Foss & Company in March 2025 as Vice President of Renewable Energy & Sustainable Technologies, where she leads the origination and structuring of renewable energy tax equity and transfer credit transactions while fostering strategic relationships with project developers. She brings over a decade of experience across energy markets—including trading, structuring, project development, and commercial strategy. Prior to joining Foss & Company, she served as an executive and founding member of a renewable hydrogen startup. She began her career in natural gas trading at a global commodities trading firm. She is a respected speaker and thought leader on energy markets and decarbonization, having presented at leading international conferences such as COP28. Claire graduated from Cornell University with a B.S. in Geological Engineering and is a member of the NREL Energy Executive Leadership Class of 2022.
CLAIRE BEHAR
VICE PRESIDENT, RENEWABLE ENERGY & SUSTAINABLE TECHNOLOGIES
SPENCER TWEED
VICE PRESIDENT, PROJECT FINANCE
Denver, CO
Spencer Tweed joined Foss & Company in December of 2022. As Vice President of Project Finance, Spencer manages the closing and diligence process for renewable energy and sustainability funds. Prior to joining Foss & Company, Spencer worked in project finance for a utility scale solar developer with a focus on coordinating tax equity and debt. Spencer earned his BA in Real Estate from the University of Wisconsin and earned his MS in Finance from the University of Denver. He is based out of our Denver office.
SPENCER TWEED
VICE PRESIDENT, RENEWABLE ENERGY PROJECT FINANCE
ANNIE AMRHEIN
VICE PRESIDENT, RENEWABLE ENERGY INVESTMENT OPERATIONS
Denver, CO
Annie joined Foss & Company in February 2021 as the Vice President of Renewable Energy Investment Operations on the Renewable Energy and Sustainable Technologies team. In this role, she is primarily focused on facilitating and managing all closing aspects related to the financing of solar and carbon capture investments. In addition, she works closely with the Director of Renewable Energy and Sustainable Technologies to provide continued support throughout the transaction lifecycle. Prior to joining Foss & Company, Annie worked as a paralegal in commercial real estate where she supported attorneys in the acquisition, construction, and refinancing of multifamily housing and healthcare facilities. Annie graduated from the University of Virginia with a BA in Environmental Science and completed her Master of Public Administration with a specialization in Energy, Technology, and Climate Policy from University College London. She is based out of our Denver office.
ANNIE AMRHEIN
VICE PRESIDENT, RENEWABLE ENERGY INVESTMENT OPERATIONS
TROY HODGE
ASSOCIATE VICE PRESIDENT II, PROJECT FINANCE
Denver, CO
Troy Hodge joined Foss & Company in January of 2023. As an Associate Vice President II of Project Finance on the Renewable Energy & Sustainable Technologies team, Troy works to manage all aspects of the transaction lifecycle for renewable energy fund investments. Prior to joining Foss & Company, Troy served as an Investment Banking Associate where he led financial modeling, due diligence, and strategic planning efforts for a variety of M&A and capital markets transactions for clients in the financial institutions sector. Troy earned his BSBA in Finance from the University of South Carolina and holds Series 7, 63, and 79 securities registrations. He is based out of our Denver office.
TROY HODGE
ASSOCIATE VICE PRESIDENT II, PROJECT FINANCE
SOPHIE BRKOVIC
AVP, RENEWABLE ENERGY PROJECT FINANCE
Denver, CO
Sophie Brkovic joined Foss & Company in April of 2024. As an Associate Vice President of Renewable Energy Project Finance on the Renewable Energy & Sustainable Technologies team, Sophie works to manage all aspects of the transaction lifecycle for renewable energy fund investments. Prior to joining Foss & Company, Sophie served as a Research Analyst for an Energy Infrastructure investment fund where she led financial modeling, equity research and portfolio analysis. Sophie earned her BS in Geological Engineering and MEng in Sustainable Systems Engineering from the University of Wisconsin - Madison. She is based out of our Denver office.
SOPHIE BRKOVIC
ASSOCIATE VICE PRESIDENT, RENEWABLE ENERGY PROJECT FINANCE
LEWIS FITZPATRICK
INVESTMENT ANALYST
Denver, CO
Lewis joined Foss & Company in February 2022. As an Investment Analyst, Lewis supports our Renewable Energy & Sustainable Technologies investment team. In this role, he manages the closing process for renewable energy fund investments, prepares due diligence summaries, supports the drafting of legal documents, and assists in the screening of potential new investments. Prior to joining Foss & Company, Lewis worked on public equities research for a long term, value-focused mutual fund. Lewis graduated from the University of Southern California with a BS in Business Administration and a minor in International Relations. He is based in our Denver office.
LEWIS FITZPATRICK
INVESTMENT ANALYST
BARRETT LOPEZ
ASSOCIATE, PROJECT FINANCE
Denver, CO
Barrett joined Foss & Company in December of 2023. As a project finance associate, he supports the clean energy team in development, underwriting, due diligence, investment and post-close asset management for the firm's renewable energy and carbon capture funds. Barrett graduated from the University of Chicago with dual degrees in Economics and Geography. Prior to joining Foss & Company, Barrett was an Analyst at Rockwood Equity Partners, where he supported buy- and sell-side lower middle market private equity deal processes and worked directly with the firm's portfolio company management teams. He is based out of the Denver office.
BARRETT LOPEZ
ASSOCIATE, PROJECT FINANCE
TYLER DIAZ
INVESTMENT ANALYST
Denver, CO
Ty joined Foss & Company in August of 2024. As an Investment Analyst, he supports the clean energy team in development, underwriting, due diligence, investment, and post-close asset management for the firm's renewable energy and carbon capture funds. Before joining Foss & Company, Ty gained extensive experience in the renewable energy sector, including roles at a solar developer, an NGO, a consulting firm for development finance institutions and a state green bank. He graduated from Bowdoin College with dual degrees in Environmental Studies and Political Science.
TYLER DIAZ
INVESTMENT ANALYST
audrey mccormack
ASSOCIATE VICE PRESIDENT, INVESTMENT OPERATIONS
Denver, CO
Audrey Joined Foss & Company in September 2022. As an Associate Vice President in Investment Operations, she is primarily focused on facilitating and managing all closing aspects related to the financing of investments in solar and sustainable technologies.
Prior to joining Foss & Company, Audrey was managing operations for the climate finance division of a large clean energy NGO. She also has experience with corporate ESG strategy development and reporting. Audrey earned her BA in International Spanish for the Professions from the University of Colorado, as well as her MBA from National Louis University in Chicago. She has a graduate certificate in Corporate Sustainability & Innovation from Harvard University's School for Extension Studies. Audrey also holds a Certificate of ESG Investing from the CFA Institute. She is based out of the Denver office.
AUDREY McCORMACK
ASSOCIATE VICE PRESIDENT, INVESTMENT OPERATIONS
DANIELLE PROVO
SENIOR ASSOCIATE, INVESTMENT OPERATIONS
Denver, CO
Danielle joined Foss & Company in August 2024, where she is an Investment Operations Senior Associate on the Renewable Energy and Sustainable Technologies team. In this role, she manages the financing of solar and carbon capture investments, providing continued support throughout the transaction lifecycle. Prior to joining Foss & Company, Danielle worked in private equity, where she supported leveraged buyout and growth investments across a broad range of industries, with a focus on impact investing and ESG. Prior to that, she worked in international development, supporting education, health, and economic development programs globally. Danielle graduated from Boston College with a BA in Political Science and minors in French and International Studies. She also holds an Advanced Certificate in Emerging Markets & Country Risk Analysis from Fordham University. She is based out of our Denver office.
DANIELLE PROVO
SENIOR ASSOCIATE, INVESTMENT OPERATIONS
RACHELLE CLARK
ASSOCIATE, PROJECT FINANCE
Denver, CO
Rachelle Clark joined Foss & Company in March 2024. In her role, Rachelle will support the Renewable Energy Project Finance team in the financial modeling and closing process for funds and investors. Rachelle has prior work experience at various international financial institutions and is originally from Southern California. She is based out of the Denver office.
RACHELLE CLARK
ASSOCIATE, PROJECT FINANCE
BRENDA CHACÓN
EXECUTIVE ASSISTANT
Denver, CO
Brenda Chacón joined Foss & Company in April 2024. As an executive assistant, she supports our Partner and Managing Director, Bryen Alperin. Prior to joining Foss & Company, Brenda was an executive assistant, supporting executives at JPMorgan within the Commercial Bank. She graduated from the University of Colorado, with a degree in Business Administration. Brenda is an active volunteer at Children’s Hospital Anshutz Campus and volunteers with Denver Kids, Inc.
BRENDA CHACÓN
EXECUTIVE ASSISTANT
ELLA ROSE
VICE PRESIDENT, CONSTRUCTION ENGINEERING
Denver, CO
Ella Rose joined Foss & Company in April of 2025 to support building out the Construction Engineering team. Ella Rose is a registered Professional Engineer with an MBA in Finance and International Business. Her professional experience includes utility-scale wind, solar, and battery storage with additional experience in nuclear and other thermal generating resources. She is continuing her pursuit of knowledge with a PhD in Systems Engineering, focusing on systematic solutions for the agriculture/food/energy nexus. Ms. Rose is passionate about teaching others how energy is generated and transmitted and has dedicated her life to serving at the intersection of clean energy and economic prosperity.
ELLA ROSE
VICE PRESIDENT, CONSTRUCTION ENGINEERING
REAL ESTATE
CHRIS FIELDS
ACQUISITIONS AGENT
St. Louis, MO
Chris Fields joined Foss & Company in December of 2021. He focuses primarily on sourcing federal and state historic tax credit projects located in the Midwest and South for the various Foss Historic Funds. Adept at bridging the gap between the public and private sector, Chris brings 11 years of government finance and tax credit expertise to Foss & Company. He has held various Community and Economic Development leadership and consultative roles including; President of a Federal Enterprise Community and Director of Operations of a Texas based business incubator. Furthermore, Chris has 10 plus years of energy sector experience acquiring Oil and Gas lease/mineral assets for public and private companies throughout the continental US. Mr. Fields holds a BA from the University of Oklahoma and a Certificate of Project Management from the University of Texas at Arlington. He will be working out of our St. Louis, MO area branch office.
CHRIS FIELDS
ACQUISITIONS
JOHN SOREL
ACQUISITIONS
Boston, MA
John Sorel joined Foss & Company in August of 2019. He focuses primarily on sourcing federal and state historic rehabilitation tax credits in the Northeast for the various Foss Historic Funds. John brings over 30-years of commercial real estate finance experience to Foss & Company. He began his career as a commercial banker and has held senior asset management roles as a Managing Director at Related Capital Company/Chartermac, Madison Realty Capital and Berkeley Point Capital. Most recently John was a Senior Vice President of Originations at Stratford Capital Group in Boston where he focused on originating Low Income Housing Tax Credit transactions for various corporate investors. He received his BA in Economics from Syracuse University in 1984. John works out of our Boston, Massachusetts area branch office.
JOHN SOREL
ACQUISITIONS
TONY PUCCI
DIRECTOR, REAL ESTATE INVESTMENTS
San Francisco, CA
Tony was born and raised in the San Francisco Bay Area. He earned his bachelor’s degree from UC Berkeley and his law and business degrees from Santa Clara University. He joined Foss in 2017 and works out of our San Francisco office. As Director of Real Estate Investments, Tony oversees the underwriting and portfolio management of Foss HTC investments. He works closely with real estate developers, institutional investors, and industry partners. Tony is a member of the Foss Investment Committee. In his free time, he likes to participate in outdoor activities.
TONY PUCCI
DIRECTOR, REAL ESTATE INVESTMENTS
JONATHAN LEVINE
VICE PRESIDENT, REAL ESTATE INVESTMENTS
San Francisco, CA
Jonathan joined Foss & Company in April of 2018. He is primarily focused on the management of developer relationships. Prior to joining Foss & Company, Jonathan held various roles focused on the financing of real estate preservation using Tax Credit Programs at Regions Bank as an Asset Manager and at Redstone Partners, where he held multiple roles, including an Originations Analyst and later an Asset Management Analyst. Jonathan graduated from Hofstra University in Hempstead, New York with a BS in Business Economics. He is based out of our San Francisco office.
JONATHAN LEVINE
VICE PRESIDENT, REAL ESTATE INVESTMENTS
DON MACMASTER
DIRECTOR OF ASSET MANAGEMENT
Charlotte, NC
Don joined Foss & Company in July 2021. As Director of Asset Management, he is directly involved in each step of our underwriting process, from evaluating initial prospects to analyzing due diligence materials and closing our tax credit investments. He works closely with our developer partners and with third parties to ensure the success of our investments. Prior to joining Foss & Company, Don worked at Cadre Advisors as a Commercial Mortgage Underwriter for Fannie Mae and Freddie Mac loans. Before that, Don spent five years at Natixis Bank in its Capital Markets group focusing on CMBS securitization and loan origination, and two years as an analyst at Fitch Ratings in its CMBS group. Don graduated from Colby College with a B.A. in Mathematics. Don is based out of our Charlotte office.
DON MACMASTER
DIRECTOR OF ASSET MANAGEMENT
EUGENE SHEKHTMAN
SENIOR ASSOCIATE VICE PRESIDENT, REAL ESTATE INVESTMENTS
New York, NY
Eugene joined Foss & Company in January 2021. As Associate Vice President of Real Estate Investments, he underwrites initial prospects, evaluates due diligence materials, and works closely with partners to close our tax credit investments. Prior to joining Foss & Company, Eugene spent two years at Berkadia Commercial Mortgage in its San Francisco office. There, he was responsible for sizing, underwriting, and managing closing processes for multifamily loans. Eugene received a BA in Political Science from the University of Pennsylvania. Eugene is based out of New York, NY.
EUGENE SHEKHTMAN
SENIOR ASSOCIATE VICE PRESIDENT, REAL ESTATE INVESTMENTS
SEAN OLSON
ASSOCIATE VICE PRESIDENT, REAL ESTATE INVESTMENTS
San Francisco, CA
Sean joined Foss & Company in April of 2022. As a Real Estate Investment Manager, he focuses on evaluating and closing historic tax credit equity investments on behalf of Foss institutional investors. Prior to joining Foss & Company, Sean worked as an underwriter at CAHEC, a low-income housing tax credit syndicator. Prior to that, he was a member of a small team responsible for the development and asset management of over $150 million in mixed-use/urban infill commercial real estate, including new construction and historic rehabilitation. Sean received a BS in Business Administration from UNC Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. While at UNC-CH, Sean published an honors thesis exploring the challenges and benefits for multifamily developers utilizing historic tax credits. He is based out of our San Francisco office.
SEAN OLSON
ASSOCIATE VICE PRESIDENT, REAL ESTATE INVESTMENTS
KYLIE KULINSKI
ASSOCIATE VICE PRESIDENT OF REAL ESTATE INVESTMENTS
Charlotte, NC
Kylie Kulinski joined Foss & Company in June 2024. In her role, Kylie focuses on evaluating, underwriting and closing historic tax credit investments. Prior to joining Foss & Company, Kylie worked at Wells Fargo, specifically within the Commercial Real Estate (CRE) division of the Corporate & Investment Bank, where she specialized in balance sheet lending for health care-related facilities. Kylie holds a B.A in Economics with a concentration in Finance and Real Estate from the University of Pennsylvania. Kylie is based out of our Charlotte office.
KYLIE KULINSKI
ASSOCIATE VICE PRESIDENT, REAL ESTATE INVESTMENTS
DREW HEFNER
ASSOCIATE VICE PRESIDENT, REAL ESTATE INVESTMENTS
Charlotte, NC
Drew Hefner joined Foss & Company in November 2024 as Associate Vice President of Real Estate Investments. In this role, he is responsible for evaluating, underwriting and closing historic tax credit investments. Before joining Foss & Company, Drew spent six years at Walker & Dunlop, where he specialized in underwriting, financial modeling and closing multifamily properties under HUD financing programs. Drew holds a BA in Communications from the University of Arizona and is based in the Charlotte office.
DREW HEFNER
ASSOCIATE VICE PRESIDENT, REAL ESTATE INVESTMENTS
NATASHA FOWLER
SENIOR ASSOCIATE VICE PRESIDENT, PORTFOLIO MANAGEMENT
Charlotte, NC
Natasha joined Foss & Company in August 2022. As a Senior Associate Vice President, Portfolio Management, she manages real estate investments held in our proprietary tax credit equity funds. She works closely with developers, investors, and other partners and is integral in supporting those relationships. Before joining Foss & Company, Natasha worked in asset management for leading development firms focusing on Low-Income Housing Tax Credits (LIHTC), senior housing, and workforce housing. Natasha’s responsibilities included approval of annual budgets, review of monthly financials and variance reports, site inspections, compliance monitoring, and investor/lender reporting. Natasha earned her Certified Housing Asset Manager (CHAM) designation in 2015 though NeighborWorks and her Tax Credit Compliance Specialist (TaCCS) certification through Quadel in 2021. She graduated from Kaplan University with a BS in Business Administration and is active in local real estate professional organizations. Natasha is based out of our Charlotte office.
NATASHA FOWLER
SENIOR ASSOCIATE VICE PRESIDENT, PORTFOLIO MANAGEMENT
REBECCA BARNES
ASSOCIATE VICE PRESIDENT OF PORFOLIO MANAGEMENT
Charlotte, NC
Rebecca joined Foss & Company in 2024. Prior to that, she was with Wells Fargo in the Commercial Real Estate (CRE) division of the Corporate & Investment Bank, where she specialized in balance sheet lending across multifamily, retail, industrial, and office asset classes. In this role, Rebecca was responsible for portfolio management and underwriting. She holds a B.A. in Commercial Real Estate Finance & Development and Communication Studies from the University of North Carolina at Chapel Hill.
REBECCA BARNES
ASSOCIATE VICE PRESIDENT, PORTFOLIO MANAGEMENT
JORDYN THIES
ACQUISITIONS ASSOCIATE
Charlotte, NC
Jordyn Thies joined Foss & Company in March of 2023. She focuses primarily on sourcing federal and state historic rehabilitation tax credits in Virginia and Ohio for the various Foss Historic Funds. Jordyn began her career in the analyst training program at Wells Fargo in their Corporate Banking group covering Technology, Media, and Telecom. More recently, she was an analyst at JLL on the Investment Sales team in Charlotte, NC. There, she supported the retail group through originating, marketing, and underwriting the sale of retail assets throughout the Carolinas. She received her BS in Economics from the Wharton School at the University of Pennsylvania. Jordyn is based out of our Charlotte office.
JORDYN THIES
ACQUISITIONS ASSOCIATE
![Headshot - Sarah Scheuer[78]](https://fossandco.com/wp-content/uploads/2024/04/Headshot-Sarah-Scheuer78.jpg)
SARAH SCHEUER
SENIOR FUND ACCOUNTANT
Denver, CO
Sarah joined Foss & Company in April 2024 and is responsible for supporting our finance department. She graduated from the University of Wisconsin–Madison with a Bachelor of Business Administration degree in Accounting and Human Resources Management and is a licensed CPA in the state of Wisconsin. Prior to joining Foss & Company, Sarah worked in fund accounting for a private real estate fund and investment accounting for a commercial insurance company. She is based out of our Denver office.
SARAH SCHEUER
SENIOR FUND ACCOUNTANT
KRYSTAL MITCHAM
SENIOR FUND ACCOUNTANT
Denver, CO
Krystal Mitcham joined Foss & Company in December 2024. In her role, Krystal is responsible for supporting the finance department for Foss & Company. She is a licensed CPA in the state of Colorado and graduated with honors from Northeastern State University with a Bachelor of Business Administration degree in Public Accounting and Entrepreneurship. Prior to joining Foss & Company, Krystal worked as an accountant and consultant for private equity fund administrators.
KRYSTAL MITCHAM
SENIOR FUND ACCOUNTANT
NATALIE SKLOVSKAYA
ACCOUNTING MANAGER
San Francisco, CA
Natalie joined Foss & Company in September 2021. As an Accounting Manager, she is responsible for supporting our finance department. Prior to joining Foss & Company, Natalie worked as a public tax accountant, with experience in partnership and state and local tax. She graduated from UC Davis with a degree in Managerial Economics. Outside of the office, Natalie volunteers to help educate teens and young adults with financial literacy. She is based out of our San Francisco office.
NATALIE SKLOVSKAYA
ACCOUNTING MANAGER
MARKETING & PUBLIC RELATIONS
ALLISON LANSER
DIRECTOR OF MARKETING
Scottsdale, AZ
Allison Lanser joined Foss & Company in February 2021. In her role, Allison leads the public relations and marketing efforts for Foss & Company. Prior to joining Foss & Company, Allison was a Senior Account Executive at a PR and Marketing agency in Portland, OR. She focused on leading marketing efforts for international technology associations and forums. Allison attended University of Oregon and holds a B.A. in Public Relations and Digital Communications.
