As part of a limited interview series with leading tax credit syndication professionals, Crane featured Tony Bertoldi, CEO at CREA. Their discussion includes answers to the questions:
Can you briefly describe your professional role and the journey that brought you to today?
What aspects of your work bring you the most excitement or fulfillment?
Could you share a favorite deal or project you’ve worked on and why it stands out?
How do Community Reinvestment Act (CRA) regulations shape or influence your work?
What trends have you observed in how community and regional banks participate in tax credit investments?
What are your predictions for your business and the broader tax credit syndication industry in 2025?
Which industry events do you plan to attend in 2025, and what makes these events valuable to you?
The syndication space is full of acronyms. What are your favorite, most confusing, or most amusing acronyms or industry-specific terms?
Interested in hearing what Tony had to say? Read the feature here.
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