CREA - Key Persons
Job Titles:
- Account Manager
- Assistant Vice President
Job Titles:
- Member of the CREA Team
- Senior Vice President, Originator
Job Titles:
- Syndications Analyst, Due Diligence Coordinator
Job Titles:
- Member of the CREA Team
- Senior Vice President, Originator
Job Titles:
- Asset Manager - Compliance Specialist
Job Titles:
- Vice President - Development
Job Titles:
- Assistant Vice President, Asset Management - Stabilized
Andy Dalton - CIO, Managing Director
Job Titles:
- Chief Information Officer
- Managing Director
Job Titles:
- Senior Vice President, Director of Institutional Investments
Job Titles:
- Managing Director, NY Syndications
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- Member of the CREA Team
- Head of Social Impact, CREA, LLC & Executive Director, CREA Foundation, Inc.
- in 2021 As the Company 's Chief
Arvetta Jideonwo joined CREA in 2021 as the company's chief philanthropic leader, overseeing CREA Foundation, Inc. administration and strategic investments through grant and scholarship initiatives, as well as internal philanthropy, volunteerism, and community engagement efforts. Her 20 years of executive-level experience within a variety of leadership roles and industries includes serving as Executive Director for Bosma Visionary Opportunities Foundation for eight years. Arvetta holds a Bachelor of Science in Community Health from Indiana State University, a Master's in Health Administration from Indiana University, and a Non-Profit Executive Leadership Certificate from Harvard University's John F. Kennedy School of Government. She is actively involved in the community through board service for Visually Impaired Preschool Services, membership in the National Council of 100 Black Women Indianapolis and Jack and Jill of America - Circle City Chapter, as well as Chair for the Cathedral Mother's Club Teacher grants program for Cathedral High School.
Job Titles:
- Senior Vice President, Asset Management
Job Titles:
- Account Manager
- Vice President
Job Titles:
- Senior Vice President, Infrastructure & Technology
Job Titles:
- Senior Asset Manager - Development
Job Titles:
- Assistant Vice President - Stabilized
Job Titles:
- Assistant Vice President
- Associate
Job Titles:
- Senior Vice President, Director of Investor Relations
Job Titles:
- Senior Syndications Analyst
Job Titles:
- Managing Director, Originations
Job Titles:
- Managing Director, Account Management
Job Titles:
- Member of the CREA Team
- Senior Vice President, Construction Management
Job Titles:
- Member of the CREA Team
- Senior Vice President, Special Assets
Job Titles:
- Executive Vice President, Acquisitions
Job Titles:
- Assistant Vice President
- Associate
Job Titles:
- Senior Vice President, Director of Asset Management
Job Titles:
- Senior Vice President - Stabilized, Asset Management
Job Titles:
- Co - President
- Member of the CREA Team
Charles Anderson oversees the annual production of more than $1 Billion of LIHTC equity nationally with support f rom 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 volunteers on the board of the National Housing and Rehabilitation Association and is an avid supporter of JDRF and breast cancer research.
Job Titles:
- Assistant Vice President, Senior Construction Analyst
Job Titles:
- Assistant Vice President - Development
Job Titles:
- Account Manager
- Vice President
Job Titles:
- Senior Asset Manager - Stabilized
Job Titles:
- Payroll Administrator & HR Associate
Job Titles:
- Assistant Vice President, Construction Analyst
Job Titles:
- Senior Acquisitions Associate
Job Titles:
- Senior Business Application Developer
Ed Stone - Managing Director
Job Titles:
- Chief Credit Officer
- Managing Director
Job Titles:
- Senior Vice President, Business Intelligence & Analysis
Job Titles:
- Asset Manager - Stabilized
Job Titles:
- Vice President, Fund Management
Job Titles:
- Senior Vice President, Fund Management
Job Titles:
- HR Coordinator & NY Office Manager
Job Titles:
- Assistant Vice President, Fund Management
Job Titles:
- Senior Application Developer
Job Titles:
- Senior Administrative Assistant
Job Titles:
- Financial Analyst, Development
Job Titles:
- Financial Analyst - Stabilized
Job Titles:
- Managing Director, Account Management
Job Titles:
- Senior Application Developer
Job Titles:
- Account Manager
- Vice President
Job Titles:
- Chairman
- Chief Executive Officer
- Member of the CREA Team
Jeff Whiting conceptualized CREA in 2001 and now oversees Executive Management. He has grown CREA f rom 1 to 130+ 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 president emeritus of the Affordable House Tax Credit Coalition and the 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.
Job Titles:
- Vice President, Special Assets
Job Titles:
- Assistant Vice President, Senior Underwriting Analyst
Job Titles:
- Assistant Vice President - Development
Job Titles:
- Financial Analyst - Development
Job Titles:
- Desktop Support Technician
Job Titles:
- Account Manager
- Assistant Vice President
Job Titles:
- Senior Business Intelligence Developer
Job Titles:
- Senior Acquisitions Associate
Job Titles:
- Associate General Counsel
- Vice President
Job Titles:
- Senior Accounting Analyst
Katy McShane joined CREA in 2016 and is responsible for leading the design, implementation and administration of all corporate HR programs, practices and processes including benefits, talent acquisition, compensation, performance management and workforce planning. 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.
Job Titles:
- Member of the CREA Team
- Vice President
Job Titles:
- Managing Director, Portfolio Management
Job Titles:
- Senior Vice President, Director of Fund Management
Job Titles:
- Vice President, Fund Management
Job Titles:
- Communications Manager
- Vice President, Marketing
Job Titles:
- Senior Vice President, Fund Management
Job Titles:
- Assistant Vice President
- Event Manager
Job Titles:
- Senior Acquisitions Associate
Job Titles:
- Senior Vice President, Fund Management
Job Titles:
- Assistant Vice President - Development
Job Titles:
- Senior Vice President, Credit & Underwriting
Job Titles:
- Account Manager
- Senior Vice President
Job Titles:
- Member of the CREA Team
- Senior Vice President, Originator
Job Titles:
- Account Manager
- Senior Vice President
Job Titles:
- Member of the CREA Team
- Senior Vice President, Originator
Job Titles:
- Account Manager
- Assistant Vice President
Job Titles:
- Senior Vice President, Dispositions
Job Titles:
- Assistant Vice President, Fund Management
Job Titles:
- Desktop Support Technician
Job Titles:
- Senior Syndication Analyst
Job Titles:
- Asset Manager - Stabilized
Job Titles:
- Member of the CREA Team
- Senior Office Manager
Job Titles:
- Member of the CREA Team
- Senior Vice President, Originator
Job Titles:
- Controller
- Senior Vice President
Job Titles:
- Office Manager & Executive Assistant to Tony Bertoldi, Co - President
Job Titles:
- Senior Acquisitions Associate
Job Titles:
- Executive Assistant to Jeff Whiting, Chairman & Charles Anderson, Co - President
Job Titles:
- Member of the CREA Team
- Vice President
Job Titles:
- Asset Manager - Stabilized
Job Titles:
- Account Manager
- Vice President
Job Titles:
- Member of the CREA Team
- Senior Vice President, Originator
Job Titles:
- Chief Financial Officer
- Executive Vice President
- Member of the CREA Team
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. He also involved with the local Isaiah 117 House which provides physical and emotional support in a safe and loving home for children awaiting foster care placement.
Job Titles:
- Vice President, Fund Management
Job Titles:
- Asset Manager - Development
Job Titles:
- Senior Asset Manager - Stabilized
Job Titles:
- Vice President - Stabilized
Job Titles:
- Member of the CREA Team
- Senior Vice President
Job Titles:
- Project Manager
- Senior Associate
Job Titles:
- Member of the CREA Team
- Senior Vice President, Marketing
Job Titles:
- Business Intelligence Analyst
Job Titles:
- Senior Vice President, Credit & Underwriting
Job Titles:
- Executive Vice President, Business Development
- Member of the CREA Team
Job Titles:
- Co - President
- Member of the CREA Team
As Co-President, Tony Bertoldi runs the syndication and investor relations platform, oversees 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 funds as well as managing 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 in a large publicly-held REIT. 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's especially proud of CREA's reputation for transparency, service, and performance, even long after the deal is done. After hours, Tony is an avid dog lover who enjoys spending time outdoors and playing sports.
Job Titles:
- Asset Manager - Development
Job Titles:
- Senior Vice President, Syndication & Investor Relations
Job Titles:
- Senior Vice President, Director of Credit & Underwriting
Job Titles:
- Summer Intern, Syndication & Investor Relations
Job Titles:
- Senior Underwriting Analyst