JUNTA DIRECTIVA
jeff whiting
Presidente
CREA
Jeff Whiting conceptualized CREA in 2001 and now oversees Executive Management. He has grown CREA from 1 to 160+ employees with a nationally-known reputation as one of the top syndication companies. His passion to help people gain stability and a sense of belonging fuels his dedication to affordable housing advocacy both locally and nationally. As he strives to ensure everyone has a voice, Jeff regularly travels to Washington, D.C. to advocate for low-income housing. As the leader of CREA, he empowers his team to make fresh, forward-thinking decisions at every turn. He is a past president emeritus of the Affordable House Tax Credit Coalition and the immediate President of the Indiana Affordable Housing Council, a valuable resource for those invested in the affordable housing industry in the state of Indiana. Jeff is also an active member of the Indianapolis Archdiocese Finance Council.
TONY BERTOLDI
Miembro
CREA
As Co-President, Tony Bertoldi oversees the syndication platform, portfolio management and credit & underwriting departments; and sits on all approval committees. He and the syndications team are responsible for the marketing, formation and closing of all investment funds, as well as manage most interactions with investors. Before joining CREA in 2009, he was managing director of the investor relations group of a major tax credit syndicator in the affordable housing industry and was a vice president of a large publicly held REIT. Tony sits on the Board of the Affordable Housing Tax Credit Coalition and is a frequent speaker at industry events. He holds a Bachelor of Arts degree in economics and real estate from the University of Connecticut and an M.B.A. in finance from Boston University. He is especially proud of CREA’s reputation for transparency, responsiveness and performance, even long after the deal is done. After hours, Tony is an avid dog lover who enjoys spending time outdoors and playing tennis and volleyball. He lives in Boston and on the Cape with his husband of 24 years.
CARLOS ANDERSON
Miembro
CREA
Charles Anderson oversees the annual production of more than $1 Billion of LIHTC equity nationally with support from CREA’s Acquisitions and Tax Review & Assurance departments. He is also responsible for guiding the Marketing team’s event planning, public relations, and social media efforts as well as leading corporate innovation initiatives created by the Information Technology group. With more than two decades of experience in affordable housing, he’s been directly involved in identifying, structuring, and closing more than $1 Billion of LIHTC equity in more than 150 transactions nationally. He is committed to client development, leading his team, and encouraging others to take on new and challenging roles. When he’s not in the office, Charles loves gathering with family & friends, travel, food & wine, and running. He also serves on the boards of both the National Housing and Rehabilitation Association and the Indiana Affordable Housing Council, and is a big supporter of JDRF and breast cancer research.
katy mcshane
Miembro
CREA
Stefanie Brown joined CREA on October 1, 2008. As Senior Vice President of Marketing, Stefanie is responsible for the strategic operations and corporate alignment of all marketing facets, leading with a vision that focuses on the human element behind marketing, connecting with others and empowering employees to become brand ambassadors. Prior to joining CREA, she worked as an operations manager for a national commercial real estate broker in Chicago. Stefanie received a Bachelors degree in Communications and Culture from Indiana University with a Minor in Sociology. Outside of work, she enjoys cookouts and spending time with family and friends.
katy mcshane
Miembro
CREA
With more than 30 years of experience in program management, youth development, higher education and philanthropy, Kyle has proudly made a career in education focused on student advocacy and college attainment. As Grantmakers for Education’s associate director of external affairs, Kyle is expanding and deepening the organization’s partnerships to generate resources, create programs and establish connections that align with the current and future needs of our members. Kyle is dedicated to ensuring that all learners, his own children included, are supported and prepared for higher education and life.
katy mcshane
Miembro
CREA
Pam McIntyre, retired as a Managing Director within the Global Fixed Income (GFI) Group for Liberty Mutual Investments (LMI). Pam has 30+ years of investment management experience across multiple types of fixed income assets: investment grade & high yield corporate bonds, municipal bonds, and tax-advantaged, community-based vehicles. Over the last decade her focus has been primarily on the buildout and management of LMI’s Low-Income Housing Tax Credit Portfolio and the management of the Community Investment portfolio. Additionally, she was a member of LMI’s research leadership team responsible for the management of 25 analysts who partner across LMI on public and private fixed-income investments, within this group she managed the Bank & Financials, Municipal and EM teams.
katy mcshane
Miembro
CREA
Katy McShane joined CREA in 2016 and is responsible for developing and executing human resource strategy in support of the overall business plan and strategic direction of the organization, specifically in the areas of talent management, change management, organizational and performance management, DEI efforts, training and development, benefits and compensation. Prior to joining CREA full-time, she was the Director of Human Resources for City Financial Corporation for 13 years. Katy earned her Bachelor of Science in business administration with a concentration in human resources management from Hawaii Pacific University. Additionally, she holds her Senior Professional in Human Resources® (SPHR®) certification and Society of Human Resources Management – Senior Certified Professional (SHRM-SCP) designation. Katy specifically connects with CREA’s values, which translate into a work- environment of kindness with a people-first mentality. Away from work, she enjoys traveling, practicing yoga and spending time with family.
ROGER MANGO
Miembro
CREA
Laurie Levitt Schoenburg is a prominent figure in the realm of affordable housing, community development and low-income housing tax credits (LIHTC) with more than 25 years of experience in the space. She currently works as Managing Director of Tax Credit Advisory Services at Zelman & Associates where she structures and advises primary and secondary LIHTC transactions. Prior to joining Zelman, Ms. Schoenburg was a Managing Director at Bank of America where she specialized in buying and selling affordable housing tax credits, as well as advising on guaranteed and unguaranteed tax credit transactions. She served as the Program Committee Chair for the Affordable Housing Investors Council (AHIC) for 12 years. She graduated from Tulane University earning a BA in Economics.
.png)
ROGER MANGO
Miembro
CREA
As Chief Financial Officer, Roger Shank is responsible for all fiscal operations, managing financial reporting, audits and corporate lending relations. With over 30 years’ accounting and operational experience, Roger has been a part of CREA since its formation in 2001 – having initially served as Controller for the previous parent company before his transition to Chief Financial Officer in 2011. Roger is passionate about tackling challenges head-on and enjoys collaborating to create positive change and discover new solutions. Roger believes investors and developers choose CREA because of the company’s ability to be nimble and flexible, bending to meet the needs of their clients. Outside of the office, he enjoys spending time with his wife and four daughters. Roger also sits on the national Board of Directors of Bethany Christian Services. Bethany partners with churches and communities to strengthen and preserve families, find families for children who need them, and to support refugees and immigrants who have fled danger. He is on the local advisory board of the local Isaiah 117 House which provides physical and emotional support in a safe and loving home for children awaiting foster care placement.
VILLA BRIAN
Miembro
Empresas KCG
Brian Villa serves as the Chief Investment Officer for KCG Companies and is responsible for overseeing the closing of transactions, managing the real estate portfolio, and interacting with KCG’s financing partners. In addition, Brian directs KCG’s human resources department and recruiting efforts. Previously, Brian was the General Counsel for a LIHTC syndicator, managing the closing of transactions, assisting the various departments with legal-related matters, and serving as the secretary of the investment committee. Prior to his role as General Counsel, Brian was an attorney in the corporate and real estate practice groups of a large regional law firm. Brian is a member of the Indiana State Bar Association, the ABA Affordable Housing Forum, and the Association of Corporate Counsel. He earned his Juris Doctor degree from Indiana University’s Maurer School of Law; his Master of Business Administration from Indiana University’s Kelley School of Business; and a Bachelor of Science in economics from Purdue University’s Krannert School of Business.
Contacto
¿Quiere saber cómo puede ayudar a los estudiantes a cruzar la línea de meta? ¡Ponerse en contacto!
317 634 4797
