BUCHANAN STREET PARTNERS - Key Persons
Job Titles:
- Member of the EXECUTIVE MANAGEMENT Team
- SENIOR ANALYST
Alexander is responsible for underwriting real estate debt investments on behalf of Buchanan Mortgage Holdings. Prior to joining Buchanan Street, he worked at Farmers and Merchants Bank in the Specialty Lending Group.
Job Titles:
- ASSISTANT VICE PRESIDENT
- Member of the EXECUTIVE MANAGEMENT Team
Andrew Felikian is responsible for investment analysis on multifamily acquisitions. Prior to joining Buchanan Street Partners, Andrew was an associate at Brookline Investment Group, where he was responsible for acquisitions and asset management of multifamily properties across the US.
Job Titles:
- VICE PRESIDENT, ACCOUNTING and REPORTING
Bryce is responsible for overseeing accounting, finance and investor reporting for all of the firm's investment platforms. Bryce brings 20 years of financial and accounting experience, including 18 years in the commercial real estate industry. He previously worked at KBS Realty Advisors, a nationally recognized real estate investment advisory firm, where he oversaw all aspects of budgeting, forecasting and SEC reporting requirements for multiple REITs. He's been involved in many strategic transactions including IPOs in the U.S., Singapore and Israel. Prior to KBS, Bryce had also worked at CB Richard Ellis and KPMG LLP.
Bryce holds a Bachelor of Science degree in Accounting from the University of Southern California and is a certified public accountant licensed in California. He is a Southern California native and is a proud father of two.
As Executive Assistant, Amy Romero is responsible for providing administrative assistance to the Chairman, Robert Brunswick, as well as handling the broader marketing needs of Buchanan Street Partners. Amy has a 28+ year career as an administrative support professional in a variety of industries in Southern California.
Job Titles:
- ASSISTANT VICE PRESIDENT, IT
Carol Avellino is responsible for the Information Technology at Buchanan. She is a certified Project Manager and has over 23 years of information technology experience. Her background includes working with Disney, Pioneer Electronics and CalAtlantic Homes. Carol is a graduate of Cal Poly Pomona.
Job Titles:
- Member of the EXECUTIVE MANAGEMENT Team
- VICE PRESIDENT
Chris Cervisi is responsible for sourcing, structuring and underwriting real estate debt investments on behalf of Buchanan Mortgage Holdings (BMH). Chris has over ten years of equity and debt experience
Chris is a Co-Founder and Partner of Buchanan Street Partners. Chris oversees capital raising for the firm's commingled funds and investor relations for Buchanan's broad base of high-net-worth investors, family offices and financial advisor clients. Chris also serves as Chief Compliance Officer, primarily responsible for overseeing and managing regulatory compliance within the company. He brings a broad real estate background to the investment management activities of Buchanan, having been involved in the commercial real estate finance industry for over 33 years. His extensive background includes many years as a pension fund and life insurance company fiduciary, financial intermediary and commercial real estate banker with Wells Fargo Bank. Chris holds a B.A in Economics from the University of California at Santa Barbara.
Job Titles:
- Member of the EXECUTIVE MANAGEMENT Team
- SENIOR ANALYST
Conor O'Brien is responsible for investment analysis of self-storage acquisitions, development, and asset management. Previously, he was an Associate at Cypress Equity Investments, focusing on multifamily development, and at Bellwether Asset Management, where he provided asset management and consulting services. Conor holds a Bachelor's degree in Philosophy, Politics, and Economics from the University of Pennsylvania.
Job Titles:
- SENIOR INVESTMENT ACCOUNTANT
Deborah Broughman is responsible for cash management, accounting and financial reporting for Buchanan funds and private placements. Prior to moving to investment accounting, she was responsible for
Feerooz Yacoobi is responsible for leading all equity investments in self-storage acquisition and development opportunities.
Job Titles:
- COMPLIANCE OFFICER / INVESTOR RELATIONS
Jackie Campbell is primarily responsible for assisting the Chief Compliance Officer with SEC regulatory compliance obligations. Jackie is also responsible for assisting with Investor Relations, working with high-net-worth investors and Buchanan's Registered Investment Adviser ("RIA") relationships. Prior to joining Buchanan, Jackie was employed for eight years at Advisor Solutions Group, Inc., a regulatory compliance consulting firm, starting as Administrative Assistant and working her way to Compliance Analyst, and finally Compliance Consultant. In her role as Compliance Consultant, she assisted RIAs with their regulatory compliance requirements which included filing disclosure documents, performing Annual Review testing, reviewing marketing materials, and providing consulting services. Jackie graduated from California State University Long Beach with a Bachelor of Science degree in Business Administration with a concentration in Finance.
Job Titles:
- Member of the EXECUTIVE MANAGEMENT Team
- VICE PRESIDENT
Jon Suddarth is responsible for sourcing self-storage development and acquisition opportunities within the Colorado, Pacific Northwest, and Northern California markets. Jon brings over 10 years of experience in the self-storage industry, having developed and acquired over 1.6 million square feet and 18,000 units. Prior to joining Buchanan Street, Jon served as a Principal of VanWest Partners, a Colorado based self-storage firm, as well as serving as a Vice President of Real Estate for the William Warren Group/ StorQuest Self Storage. Jon is a long-time member of the Colorado Self Storage Association (COSSA) Board and holds an undergraduate degree from the University of Kansas Summerfield School of Business, and a Master's degree in Real Estate & Construction Management from the University of Denver.
Kevin M. Hampton is responsible for sourcing, acquiring, developing, and operating multifamily communities. Mr. Hampton has over 35 years of multifamily development and acquisition experience in both the public and private multifamily sectors throughout California, Colorado, Utah, Texas, and Arizona. Mr. Hampton has developed and acquired over 17,000 multifamily units with a market value of over $4 Billion.
Prior to joining Buchanan, Mr. Hampton directed development and investment operations throughout the Western United States at Associated Estates, a publicly traded REIT that was acquired by Brookfield Properties. Before that Mr. Hampton held executive and partnership roles at Western National Realty Advisors and Archstone Properties where he was responsible for internal development and joint-venture investment strategies on national levels. Mr. Hampton earned a BA in Economics from the University of Colorado, at Boulder, and is a licensed California Contractor and Real Estate Broker.
Job Titles:
- Member of the EXECUTIVE MANAGEMENT Team
- VICE PRESIDENT
Kimberly Kanen is responsible for the underwriting, financing, and closing of new investments; managing the formulation and implementation of strategies for each property, and ultimately overseeing the disposition of assets at the end of their holding period. Prior to joining Buchanan, she was Director of Asset Management & Leasing for The Garrett Group, a land and investment management company with 2.5 million square feet of office and industrial product under ownership. Kimberly has over 31 years of commercial real estate experience including portfolio management for The Irvine Company where she was the Portfolio Manager for 4.2 million square feet of Class A office space in Orange County. She earned a Bachelor of Science in Business Administration with a major in Real Estate Finance from the University of Southern California.
Leesa Loefke manages the operations for Buchanan's headquarters in Newport Beach, California. As such, Mrs. Loefke is the first point of contact for all clients, visitors, and vendors. She provides essential support to
Job Titles:
- Member of the EXECUTIVE MANAGEMENT Team
- VICE PRESIDENT
Mack Mower is responsible for the sourcing, closing and asset management of debt investments on behalf of Buchanan Street Partners. Mack has over 10 years of institutional commercial real estate finance and investment experience. Prior to joining Buchanan Street Partners in 2020, Mack was a commercial mortgage banker with Bellwether Real Estate Capital and Grandbridge Real Estate Capital in Los Angeles, CA. Over his combined 8 years with both firms, Mack was an integral member of the Los Angeles originations team which produced over $3 billion of debt and equity transactions for private and institutional investors.
Mack graduated from the University of Southern California with Honors from the Price School. He is an active member of ULI Los Angeles and a previous group leader for the ULI YLG Mentorship Program. He is a licensed real estate salesperson in California.
Job Titles:
- Member of the EXECUTIVE MANAGEMENT Team
- SENIOR VICE PRESIDENT
Mark Oddo is responsible for the underwriting, due diligence, and ongoing asset management of fund investments. Mark has over 28 years of real estate experience. Prior to joining Buchanan Street Partners, Mark led the asset management function for the institutional advisory group of Draper and Kramer, Inc. based in Chicago. He possesses a diverse professional background including construction management, lending, consulting and underwriting of institutional quality real estate located throughout the United States in all major real estate asset categories. Mark received a B.S. and an MBA in Finance from DePaul University.
Job Titles:
- Member of the EXECUTIVE MANAGEMENT Team
- SENIOR VICE PRESIDENT
Matt Haugen is responsible for sourcing equity investment opportunities in Orange County, San Diego, Houston and Dallas. Matt has 13 years of institutional real estate investment experience. In his 13 years with Buchanan Street Partners Matt has also been a lead analyst in the origination of over $500 million in debt placement business and the lead analyst in the asset management of principal investments valued at over $750 million.
Matt graduated with a B.S. in Business Administration with an emphasis in Real Estate Finance from the University of Southern California. He is an active member of the NAIOP Young Professionals Group.
Job Titles:
- Member of the EXECUTIVE MANAGEMENT Team
- SENIOR INVESTMENT ANALYST
Max Macey is responsible for investment analysis of commercial acquisitions and related asset management. Previously, he was an Analyst at Terreno Realty Corporation, focusing on acquisitions and asset management of industrial properties, and an Associate at Goldman Sachs and Bank of America in their respective Global Equities' divisions. Max holds a bachelor's degree in economics and accounting from Claremont McKenna College.
Merle is responsible for accounting and financial reporting for Buchanan's funds and private placements. She previously worked at KBS Realty Advisors as an Accounting Manager responsible for overseeing the disposition of properties for multiple REITs, review and analysis of property reports, fixed assets, CAMs, debt and leasing activity. Prior to KBS, Merle worked as the Director of Financial Reporting for the office division of The Irvine Company and as a Controller at CB Richard Ellis.
Merle holds a bachelor's degree in Business Administration - Finance from California State University, Long Beach.
Job Titles:
- ANALYST
- Member of the EXECUTIVE MANAGEMENT Team
Paul is responsible for supporting all aspects of the origination and asset management of debt investments on behalf of Buchanan Mortgage Holdings, LLC. Prior to joining Buchanan Street, he worked at Fidelity Bancorp Funding where he was responsible for prescreening debt originations. Paul received a B.S. in Economics and Public Policy from Trinity College. He is a licensed real estate salesperson in California.
Job Titles:
- SENIOR INVESTMENT ACCOUNTANT
Richard Rishko is responsible for the fund accounting and financial reporting of various investment vehicles, as well as additional ad hoc reporting responsibilities. Richard has over 15 years of experience in accounting, with seven plus years at Buchanan Street Partners.
Job Titles:
- CHAIRMAN
- Co - Founder
- Member of the EXECUTIVE MANAGEMENT Team
Robert Brunswick is Co-Founder and Chairman of Buchanan Street Partners, a real estate investment management firm headquartered in Newport Beach, California. In his capacity, Robert has directed the entrepreneurial growth of Buchanan Street since its inception and continues to lead its current strategic direction. Buchanan Street Partners focuses on value investing in both commercial, multifamily, and self-storage properties and in making debt investments. In his day-to-day activities, Robert is responsible for chairing the firm's Investment and Executive Management Committees.
In 2007, Robert established Buchanan Children's Charities, a 501(c)(3) organization which measurably improves the lives and educational opportunities for America's children. The charity's signature fundraising events have included Challenge for Children, Encore for Education and the Real Estate Summit. Throughout his career he has received numerous recognitions for both his entrepreneurship and his community philanthropic efforts including Ernst & Young's Entrepreneur of the Year, Boy Scouts of America who honored Robert with the "Good Scout Award" within Orange County, and separately the UCI Center for Real Estate's Power-packed Philanthropist Award.
Robert holds a B.A. from the University of California at Berkeley and has completed Berkeley's Haas Business School Executive Management Program. He currently serves on the Hoag Hospital Board and is a Founding Member of the UC Irvine Center for Real Estate. His professional affiliations include membership in the Urban Land Institute, Pension Real Estate Association and Young Presidents Organization. Robert is passionate about educating our future leaders and has taught multiple commercial real estate classes to UCI undergraduate and graduate students as an adjunct professor.
As a longtime entrepreneur, Robert Brunswick embraces change, whether it's starting his own real estate firm to holding a "Shark Tank" style event for doctors to pitch their ideas.
Job Titles:
- Member of the EXECUTIVE MANAGEMENT Team
- SENIOR VICE PRESIDENT, HEAD of DEBT INVESTMENTS
Scott Magoffin is responsible for leading Buchanan Street's commercial real estate lending platform, including the origination, credit, asset management and portfolio management functions.
Shana Baker manages & oversees Corporate Accounting and Financial Reporting. In addition, she administers all functions relating to Risk Management and Human Resources. Shana Baker has over 21 years of experience in real estate. Prior to joining Buchanan Street Partners, Shana was employed at The Brookhollow Group for 7 years. She reported directly to the CFO, and was responsible for all accounting and reporting. Shana graduated from California State University Fullerton with a Bachelor of Science degree. She is very involved with giving back to the community, and currently serves on the board for the PADRE Foundation.
Soyeon is responsible for accounting and financial reporting for Buchanan's funds. Before joining Buchanan, Soyeon was a Senior Accountant at Alter Domus, a financial service company where she was responsible for the largest client that specializes in Real Estate.
Job Titles:
- Member of the EXECUTIVE MANAGEMENT Team
- SENIOR VICE PRESIDENT
Thomas Downes is responsible for expanding Buchanan Street Partners' investor base among RIA, family office and financial advisor clients as well as raising capital for the firm's commingled funds. Thomas has over 15 years of experience in traditional and alternative investments and has held senior roles in institutional equity sales, trading and private equity real estate. Thomas holds a B.A. in Business Economics from the University of California, Santa Barbara and an M.B.A. in Finance and Portfolio Management from the Marshall School of Business at the University of Southern California. Thomas has held several FINRA registrations and is a Licensed Real Estate Broker in the State of California.
Job Titles:
- CEO
- Co - Founder
- Member of the EXECUTIVE MANAGEMENT Team
- PRESIDENT
Timothy J. Ballard is Co-Founder, President & CEO of Buchanan Street Partners. In his tenure at Buchanan, Mr. Ballard has led the entrepreneurial development of Buchanan's investment platform, which has completed over $8 billion of real estate debt and equity investments. Over the past 20+ years, Ballard has built high performing teams that currently operate an investment portfolio consisting of approximately $1.5 billion of real estate assets in the Western United States.
Mr. Ballard has overall responsibility for Buchanan's strategic direction, investment making and asset management. Buchanan manages multiple funds and separate accounts for the purpose of investing in real estate debt and equity across multi-family, self-storage, office and industrial properties. These funds manage portfolios on behalf of large public pension plans, high-net-worth investors and family offices.
Mr. Ballard has 33 years of real estate experience and holds dual degrees from the University of Pennsylvania and The Wharton School in Economics and Real Estate Finance. His professional affiliations include YPO, PREA and NAIOP. Ballard also serves as a strategic advisor to significant high net worth families as it relates to their real estate investment strategies.