OUR TEAM

Slow and steady, Foss & Company’s team has grown since it was founded in 1983.  We’re dedicated to helping both investors and developers strive to achieve their goals. We work hard to ensure that we participate in what we believe to be the best tax credit deals in the market.
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GEORGE BARRY – PRESIDENT

o. 415-292-9800 |  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 $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.

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ERIC BRUBAKER – DIRECTOR OF ACQUISITIONS

o. 980-245-2424 | m. 908-963-1484 | Charlotte, NC

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.​

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JOHN S. BOWMAN JR. – ACQUISITIONS

o. 850-399-4001 | m. 334-462-9105 | 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.

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John Sorel – Acquisitions

o. 973.525.9324 | 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.

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Matt Prickett – Acquisitions

c. 202.768.0885 | St. Louis, MO

 

Matt joined Foss & Company in July 2020. He focuses primarily on sourcing federal and state historic rehabilitation tax credits in the Midwest for the various Foss Historic Funds. Matt brings over 20 years of combined commercial real estate and tax credit experience to Foss & Co. His tax credit experience began with US Bank Community Development Corporation where he helped create a new platform specifically focused on federal historic tax credits. The nature of this role allowed Matt to become well versed in all aspect of the process including acquisition, underwriting, closing, asset management and exit. Most recently Matt was an Acquisition Manager for a Washington, DC based sponsor where he sourced all manner of transactions including federal and state historic tax credits, LIHTC tax credits, bridge loans and C-Pace financing. Matt received a M.A. and J.D. from Saint Louis University. He works out of our St. Louis, MO office.

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DREW GOLDMAN – Vice President of Investments

m. 404-449-8599 | Atlanta, GA

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.

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STEVE WALDMAN – VICE PRESIDENT OF INVESTMENTS

m. 917-892-0168 | New York, NY

 

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 Florida office.

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KIP KIMBLE – VICE PRESIDENT OF CAPITAL MARKETS

m. 617-335-5415 | Boston, MA

 

Kip Kimble joined Foss & Company in February 2020. He focuses primarily on sourcing debt for Foss & Company’s developer clients within the historic rehabilitation and renewable energy sectors. 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 prior 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.

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BRYEN ALPERIN - DIRECTOR OF FOSS RENEWABLE ENERGY PARTNERS

o. 831-241-2185 | Denver, CO​

Bryen joined Foss & Company in November of 2017. As Vice President of Renewable Energy Investments, Bryen works with our national network of solar installation and development partners to finance commercial scale solar projects across the country. Prior to joining Foss & Company, Bryen worked in commercial banking and led debt financing for a broad range of middle market businesses and commercial projects. Bryen graduated with High Honors from University of California at Davis with a BA in Economics. He is based out of our Denver office.

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JON MILLER, CFA - Vice President of Investor Relations, Renewable Energy

c.  303-246-5473 | Denver, CO​

Mr. Miller, CFA® Charterholder, Board Member of Solar Energy International, and currently Vice President of Investor Relations, Renewable Energy at Foss Renewable Energy Partners. He has held positions as capital markets advisor, tax equity consultant, investment manager, and debt underwriter. Over the past decade, Miller has transacted on over $1.5 billion of solar and wind projects for some of the nation’s largest developers and institutional investors. Miller holds a BBA in Finance from the University of Wisconsin-Eau Claire and also studied at Murdoch University in Perth, Australia and the University of Kwa-Zulu Natal in Durban, South Africa. Miller is based out of the Denver, Colorado office.

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JACK MANS, CPA – CHIEF FINANCIAL OFFICER

o. 415-877-4893 | 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.​

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TONY PUCCI - Director of Underwriting and Asset Management

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.​

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JONATHAN LEVINE​ - REAL ESTATE INVESTMENT MANAGER

o. 415.292.9800 | San Francisco, CA​

Jonathan joined Foss & Company in April of 2018. As Real Estate Investment Manager, he oversees and executes on each stage of our partnership investments, from compiling initial due diligence to closing. He is also integral in the management of developer relationships, as well as investor reporting. 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.

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Ryan Cunningham​ - REAL ESTATE INVESTMENT MANAGER

o. 415.292.9800 | San Francisco, CA​

Ryan joined Foss & Company in September 2019. As a Real Estate Investment Manager, he is directly involved in each step of our investment process, from underwriting initial prospects to evaluating due diligence materials and closing. He works closely with our developer partners and outside parties to ensure the success of our partnership investments. Prior to joining Foss & Company, Ryan held several investment roles with major real estate funds, working as an underwriter with PGIM Real Estate Finance’s Agency financing group and as an acquisitions analyst for Bentall Kennedy’s core fund and separate account clients. He received a BA in American History from the University of California at Berkeley. Ryan is based out of our San Francisco office.

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Austyn Cromartie - REAL ESTATE INVESTMENT MANAGER

o. 415.292.9800 | San Francisco, CA​

Austyn joined Foss & Company in February 2020. As a Real Estate Investment Manager, she works with developers, lenders, legal counsel, and investors to lead projects through underwriting, due diligence and partnership closing. Prior to joining Foss & Company, she was a Tax Credit Officer at the Colorado Housing & Finance Authority underwriting Low Income Housing Tax Credit applications for state approval. Austyn holds a BS in Environmental Science from California State University Sacramento and a Master in Urban & Regional Planning from the University of Colorado Denver. She works out of our San Francisco office.

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Alesia Tam - Asset Manager

o. 415.292.9800 | San Francisco, CA​

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.

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Lisa Smith - Asset Manager

o. 415.292.9800 | San Francisco, CA​

Lisa joined Foss & Company in February 2020. 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, Lisa worked as a financial analyst for a national real estate brokerage. She has held multiple analytical roles in the commercial lending and banking industries. Lisa holds an MBA from the University of Phoenix and a BS in Business Administration, with a concentration in Finance, from California State University, Sacramento. She is based out of our San Francisco office.

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Patrick O’Brien - Client Relationship Manager

o. 415.292.9800  | San Francisco, CA​

Patrick O’Brien joined Foss & Company as an Investment Operations Intern in March, 2020. In August, 2020, Patrick joined the Foss & Company team fulltime as a Client Relationship Manager. Patrick operates in all segments of the Investment sourcing 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.