FOSS & COMPANY TEAM
FIRM PARTNERS
George Barry
President
San Francisco, CA | Email
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
ERIC BRUBAKER
DIRECTOR OF ACQUISITIONS
Charlotte, NC | Email
Mr. Brubaker is the Director of Acquisitions for Foss & Company. He 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, North Carolina, and South Carolina and in the past sixteen years he has sourced over $1.5 billion in tax credits. He has a series 7 and 63 securities registration and works out of the Charlotte, N.C. office of Foss & Company.
ERIC BRUBAKER
DIRECTOR OF ACQUISITIONS
JACK MANS, CPA
CHIEF FINANCIAL OFFICER
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
CHIEF FINANCIAL OFFICER
JOHN S. BOWMAN JR.
ACQUISITIONS
Seagrove Beach, FL | Email
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.
ACQUISITIONS
CAPITAL MARKETS
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KIMBERLY CARLINI
SENIOR VICE PRESIDENT, INVESTMENTS
Chicago, IL | Email
Kimberly joined Foss & Company in April of 2022. As Senior Vice President of Investments, she leads the team that focuses on raising equity capital from our investors for Foss sponsored ESG friendly investments in state and federal Funds that generate transferable tax credits, cash flow, and other economic benefits. Prior to joining Foss and Company, she enjoyed over 20 years at JPMorgan Chase, initially as a Chief Financial Officer for Global Fixed Income where she advised business executives to improve profitability through expense, risk and capital management. Kimberly later directed a 150-person Middle Market banking organization covering nearly 5,000 relationships and finally led a global 450-person Credit Risk team responsible for managing over $110B in credit commitments through a six year period of transformation. Kimberly spent the first years of her career employed by KPMG LLP, where she managed audits for government, non-profit, healthcare, university and manufacturing clients, applying her certification as a public accountant (CPA). Kimberly earned her MBA from Kellogg-Northwestern University, where she focused on Finance, Management & Strategy and Analytical Consulting. She is based out of our Chicago office.
KIMBERLY CARLINI
SENIOR VICE PRESIDENT, INVESTMENTS
ALEJANDRO SANTA CRUZ, CFA
VICE PRESIDENT OF INVESTMENTS
Austin, TX | Email
Alejandro Santa Cruz, CFA, joined Foss & Company in May 2021 to raise institutional capital for the firm’s sponsored renewable energy tax credit funds. He has been involved in the financial sector since 1994, launching his career as a Manager in the M&A Department of the Bank of Nova Scotia and then becoming a financial sector analyst with Duff & Phelps (fixed income) and Bear Stearns & Co. (equity, sales side). In 2000 Mr. Santa Cruz joined Darby Overseas Investments, Ltd. as a Vice President in its private equity practice specializing in financial sector investments. In 2005 Mr. Santa Cruz co-founded the LatAm/MexDAM Group to pursue overlooked, high-yield investment opportunities in emerging markets on behalf of its client base – mainly institutional investors and hedge funds – and through this platform successfully acquired, originated and managed over USD 1 billion in diversified financial assets. In 2019-20 he obtained technical certifications in solar PV and storage technologies, and accreditations in ESG and Sustainable Investing. Alejandro earned an MBA from McGill University and a BBA in Marketing & Finance from Baylor University, and is also a Chartered Financial Analyst (CFA). He is based in Austin, TX.
ALEJANDRO SANTA CRUZ, CFA
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
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KEVIN HALEY
VICE PRESIDENT OF INVESTMENTS
DENVER, CO | Email
Kevin Haley joined Foss & Company in May, 2022 as Vice President, Investments. In this role, Kevin works with institutional investors and large corporations to direct investment capital into high-impact, tax credit-generating projects with a focus on renewable energy and carbon capture. Kevin brings over ten years of experience in the clean energy industry, having worked on solar and wind power tax credit legislation at the American Council on Renewable Energy (ACORE), and consulted on corporate ESG strategy at the Rocky Mountain Institute (RMI) and the Clean Energy Buyers Association (CEBA). While at CEBA, Kevin grew the organization to a 300+ client base that includes world-leading corporate renewable energy purchasers like Google, Amazon, General Motors and Walmart. During this time, these companies procured over 50 GW of new renewable energy projects. Kevin graduated with a B.A. in Political Science from Hope College in Holland, Michigan. He also holds an MBA from the University of Colorado, Boulder.
KEVIN HALEY
VICE PRESIDENT, INVESTMENTS
KIP KIMBLE
VICE PRESIDENT OF CAPITAL MARKETS
Boston, MA | Email
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
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
STEVE WALDMAN
VICE PRESIDENT OF INVESTMENTS
New York, NY | Email
Steve joined Foss & Company in October of 2018. As Vice President of Investments, he is active in raising equity capital for Foss sponsored state and federal Funds that generate transferable tax credits, cash flow, and other economic benefits. Prior to joining Foss and Company, he founded Ground Lease Partners, LLC. which is a leading Acquirer, Originator, Structure and Investor in Ground Lease transactions on a national and international basis. In addition, Steve was the Co-founder of Spectrum Title, a family of companies consisting of a Mezzanine Fund, a Title Insurance Agent, and a 1031 Exchange company. Mr. Waldman has been an active investor and operator of commercial real estate across North America and worked on Wall Street for 10 years within top-tier investment banks where he managed the portfolios for High Net Worth investors. He is based out of our New York office.
STEVE WALDMAN
VICE PRESIDENT, INVESTMENTS
RENEWABLE ENERGY & SUSTAINABLE TECHNOLOGIES
BRYEN ALPERIN
DIRECTOR OF RENEWABLE ENERGY & SUSTAINABLE TECHNOLOGIES
Denver, CO | Email
Bryen Alperin joined Foss & Company in November of 2017. As Director of Renewable Energy and Sustainable Technologies, Mr. Alperin leads all aspects of the investment, origination, and asset management process for renewable energy and sustainability funds. Prior to joining Foss & Company, Mr. Alperin worked in commercial banking and led debt financing for a broad range of middle market businesses and commercial projects. Mr. Alperin earned his BA in Economics magna cum laude from the University of California, Davis, and has an Executive Certification in Sustainable Capitalism & ESG from the University of California, Berkeley. He is based out of our Denver office.
BRYEN ALPERIN
DIRECTOR OF RENEWABLE ENERGY AND SUSTAINABLE TECHNOLOGIES
MATT LAUER
CARBON CAPTURE DEVELOPMENT MANAGER
Denver, CO | Email
Matt Lauer joined Foss & Company in July of 2021. In his role as Carbon Capture Development Manager, Mr. Lauer is responsible for the identification of and development of new Carbon Capture Utilization and Sequestration (CCUS) opportunities. Mr. Lauer has over 10 years of experience working in all aspects of the tax equity space on projects including refined coal, solar, and CCUS. Mr. Lauer’s experience includes assisting in the development of refined coal opportunities, providing financing solutions (PPAs) to commercial solar customers and working with producers of mixed alcohol products and the associated capture of carbon dioxide. A graduate of California State University at Northridge, Mr. Lauer holds a B.S. in Business Administration with an emphasis in Finance.
MATT LAUER
CARBON CAPTURE DEVELOPMENT MANAGER
ANDREW MURO
PORTFOLIO MANAGEMENT LEAD, RENEWABLE ENERGY
San Francisco, CA | Email
Andrew joined Foss & Company in June 2021. As the Portfolio Management Lead for Renewable Energy, 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
PORTFOLIO MANAGEMENT LEAD, RENEWABLE ENERGY
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DAWN LIMA
INVESTMENT ASSOCIATE, RENEWABLE ENERGY & SUSTAINABLE TECHNOLOGIES
DENVER, CO | Email
Dawn Lima joined Foss & Company in May of 2022 as an Investment Associate on the Renewable Energy and Sustainable Technologies team. In this role, she works closely with the Director of Renewable Energy and Sustainable Technologies to manage all aspects of the transaction lifecycle for both solar and carbon capture utilization and sequestration (CCUS) investments. Additionally, Ms. Lima works closely with the Carbon Capture Development Manager to identify and develop new CCUS opportunities. 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
INVESTMENT ASSOCIATE RENEWABLE ENERGY & SUSTAINABLE TECHNOLOGIES
ANNIE AMRHEIN
INVESTMENT OPERATIONS MANAGER
Denver, CO | Email
Annie joined Foss & Company in February 2021 as an Investment Operations Manager 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
INVESTMENT OPERATIONS MANAGER
LEWIS FITZPATRICK
INVESTMENT ANALYST
Denver, CO | Email
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
REAL ESTATE
CHRIS FIELDS
ACQUISITIONS AGENT
St. Louis, MO | Email
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 | Email
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 OF UNDERWRITING AND ASSET MANAGEMENT
San Francisco, CA | Email
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.
TONY PUCCI
DIRECTOR OF UNDERWRITING AND ASSET MANAGEMENT
JONATHAN LEVINE
VICE PRESIDENT OF REAL ESTATE INVESTMENTS
San Francisco, CA | Email
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 OF REAL ESTATE INVESTMENTS
ALESIA TAM
ASSET MANAGER
San Francisco, CA | Email
Alesia joined Foss & Company in June 2019. As an Asset Manager, she focuses on managing 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. Prior to joining Foss & Company, Alesia worked in asset management for a private equity, value-add investment firm as well as a Low-Income Housing Tax Credit (LIHTC) development firm. Alesia graduated from the University of California at Berkeley with a BS Microbial Biology and a certificate in Financial Planning and Analysis. She is based out of our San Francisco office.
ALESIA TAM
SENIOR ASSET MANAGER
DON MACMASTER
REAL ESTATE INVESTMENT MANAGER
Charlotte, NC | Email
Don joined Foss & Company in July 2021. As a Real Estate Investment Manager, 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
REAL ESTATE INVESTMENT MANAGER
EUGENE SHEKHTMAN
REAL ESTATE INVESTMENT MANAGER
San Francisco, CA | Email
Eugene joined Foss & Company in January 2021 as a Real Estate Investment Manager. 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 Foss & Company's San Francisco office.
EUGENE SHEKHTMAN
REAL ESTATE INVESTMENT MANAGER
INGRID ANDERS
ASSET MANAGER
RAVEN WILLIAMS
ASSET MANAGER
SEAN OLSON
REAL ESTATE INVESTMENT MANAGER
San Francisco, CA | Email
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
REAL ESTATE INVESTMENT MANAGER
NATALIE SKLOVSKAYA
ACCOUNTING MANAGER
San Francisco, CA | Email
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 BARRY
DIRECTOR OF MARKETING
Scottsdale, AZ | Email
Allison Barry 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.