FOSS & COMPANY - Key Persons
Job Titles:
- VICE PRESIDENT, INVESTMENTS
Adam Rutherford joined Foss & Company in September 2022 as Vice President, Investments. In this role, Adam works with institutional investors and large corporations to direct investment capital into high-impact, tax credit-generating projects like renewable energy, carbon capture and real estate. Adam brings over sixteen years of experience in the financial services industry including time with J.P. Morgan as a Financial Education Consultant and Investment Analyst. Through acquisition, he then joined Empower and focused on institutional sales for primarily Fortune 500 companies and eventually managed large corporate and non-profit relationships for a suite of Advisory Services solutions. Adam graduated with a B.A. in Business Administration from University of Missouri - Columbia with an emphasis in Finance and Real Estate. He also holds an MBA from the Columbia University in New York.
Job Titles:
- VICE PRESIDENT, PORTFOLIO MANAGEMENT
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.
Allison Lanser joined Foss & Company in February 2021. In her role, Allison leads the public relations and marketing efforts for Foss & Company. Prior to joining Foss & Company, Allison was a Senior Account Executive at a PR and Marketing agency in Portland, OR. She focused on leading marketing efforts for international technology associations and forums. Allison attended University of Oregon and holds a B.A. in Public Relations and Digital Communications.
Job Titles:
- VICE PRESIDENT, RENEWABLE ENERGY PORTFOLIO MANAGEMENT
Andrew joined Foss & Company in June 2021. As the Vice President of Renewable Energy Portfolio Management, he is in charge of all aspects of investment performance, working with sponsors on project compliance and tax credit investors on fund management. Prior to joining Foss & Company, he created a solar investment vehicle and managed its day-to-day operations. For 12 years prior to that he worked with top-tier solar or renewable energy companies, either financing assets or developing premier asset and portfolio management talent and processes globally. He has overseen some of the largest solar and wind farms in North America, as well as solar sites in Chile, Italy, Spain, England, and Canada. Education credentials include an MBA from ESADE in Barcelona, and a BA from UC Santa Barbara.
Job Titles:
- VICE PRESIDENT, RENEWABLE ENERGY INVESTMENT OPERATIONS
Annie joined Foss & Company in February 2021 as the Vice President of Renewable Energy Investment Operations on the Renewable Energy and Sustainable Technologies team. In this role, she is primarily focused on facilitating and managing all closing aspects related to the financing of solar and carbon capture investments. In addition, she works closely with the Director of Renewable Energy and Sustainable Technologies to provide continued support throughout the transaction lifecycle. Prior to joining Foss & Company, Annie worked as a paralegal in commercial real estate where she supported attorneys in the acquisition, construction, and refinancing of multifamily housing and healthcare facilities. Annie graduated from the University of Virginia with a BA in Environmental Science and completed her Master of Public Administration with a specialization in Energy, Technology, and Climate Policy from University College London. She is based out of our Denver office.
Job Titles:
- SENIOR ASSOCIATE, INVESTMENT OPERATIONS
Denver, CO | Email Audrey Joined Foss & Company in September 2022. As a Senior Associate in Investment Operations, she is primarily focused on facilitating and managing all closing aspects related to the financing of investments in solar and sustainable technologies. Prior to joining Foss & Company, Audrey was managing operations for the climate finance division of a large clean energy NGO. She also has experience with corporate ESG strategy development and reporting. Audrey earned her BA in International Spanish for the Professions from the University of Colorado, as well as her MBA from National Louis University in Chicago. She has a graduate certificate in Corporate Sustainability & Innovation from Harvard University's School for Extension Studies. Audrey also holds a Certificate of ESG Investing from the CFA Institute. She is based out of the Denver office.
Ayush joined Foss & Company in October of 2023. As an Investment Analyst, Ayush supports the ESG deal team in development, underwriting, due diligence, investment, and post-close asset management for the firm's renewable energy and carbon capture funds.
Ayush graduated from the University of Colorado Boulder with a degree in Finance and International Business. Prior to his current role at Foss & Company, Ayush was a management consultant at Deloitte. There he led and supported a variety of Real Estate Strategy projects for several Fortune 500 clients across industries such as Financial Services, Oil and Gas, Technology, Media and Telecom (TMT), and more. Ayush is a Colorado native and based out of the Denver office.
Barrett joined Foss & Company in December of 2023. As an Investment Analyst, he supports the clean energy team in development, underwriting, due diligence, investment and post-close asset management for the firm's renewable energy and carbon capture funds. Barrett graduated from the University of Chicago with dual degrees in Economics and Geography. Prior to joining Foss & Company, Barrett was an Analyst at Rockwood Equity Partners, where he supported buy- and sell-side lower middle market private equity deal processes and worked directly with the firm's portfolio company management teams. He is based out of the Denver office.
Bryen Alperin joined Foss & Company in November of 2017 and became a shareholder in 2023. As Managing Director, Mr. Alperin leads all aspects of the investment, origination, and asset management process for renewable energy and sustainability funds. Prior to joining Foss & Company, Mr. Alperin worked in commercial banking and led debt financing for a broad range of middle market businesses and commercial projects. Mr. Alperin earned his BA in Economics magna cum laude from the University of California, Davis, and has an Executive Certification in Sustainable Capitalism & ESG from the University of California, Berkeley. He is based out of our Denver office.
Chris Fields joined Foss & Company in December of 2021. He focuses primarily on sourcing federal and state historic tax credit projects located in the Midwest and South for the various Foss Historic Funds. Adept at bridging the gap between the public and private sector, Chris brings 11 years of government finance and tax credit expertise to Foss & Company. He has held various Community and Economic Development leadership and consultative roles including; President of a Federal Enterprise Community and Director of Operations of a Texas based business incubator. Furthermore, Chris has 10 plus years of energy sector experience acquiring Oil and Gas lease/mineral assets for public and private companies throughout the continental US. Mr. Fields holds a BA from the University of Oklahoma and a Certificate of Project Management from the University of Texas at Arlington. He will be working out of our St. Louis, MO area branch office.
Job Titles:
- VICE PRESIDENT, RENEWABLE ENERGY & SUSTAINABLE TECHNOLOGIES
Dawn Lima joined Foss & Company in May of 2022. As Vice President of Renewable Energy and Sustainable Technologies, she manages all aspects of the transaction lifecycle for both solar and carbon capture utilization and sequestration (CCUS) investments. Additionally, Ms. Lima works to identify and develop new CCUS opportunities for the company. Ms. Lima has over two decades of experience in full cycle of oil & gas energy development including: operations, business development and acquisitions & divestitures. A graduate from the Canadian Royal Military College of Canada, Ms. Lima holds a B.Eng. in Chemical & Materials Engineering and received her commission as an Officer in the Canadian Airforce. She is based out of our Denver office.
Job Titles:
- SENIOR ASSOCIATE VICE PRESIDENT, REAL ESTATE INVESTMENTS
Don joined Foss & Company in July 2021. As Senior Associate Vice President of Real Estate Investments, he is directly involved in each step of our underwriting process, from evaluating initial prospects to analyzing due diligence materials and closing our tax credit investments. He works closely with our developer partners and with third parties to ensure the success of our investments. Prior to joining Foss & Company, Don worked at Cadre Advisors as a Commercial Mortgage Underwriter for Fannie Mae and Freddie Mac loans. Before that, Don spent five years at Natixis Bank in its Capital Markets group focusing on CMBS securitization and loan origination, and two years as an analyst at Fitch Ratings in its CMBS group. Don graduated from Colby College with a B.A. in Mathematics. Don is based out of our Charlotte office.
Job Titles:
- VICE PRESIDENT of INVESTMENTS
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.
Eric Brubaker joined Foss & Company in 2005 and became a shareholder in 2012. He oversees the Foss Historic Tax Credit platform and is a member of the Foss Investment Committee. He is a frequent speaker at industry conferences and in the past 18 years he has sourced over $2 billion in tax credits. He has a series 7 and 63 securities registration and works out of our Charlotte office.
Job Titles:
- SENIOR ASSOCIATE VICE PRESIDENT, REAL ESTATE INVESTMENTS
Eugene joined Foss & Company in January 2021. As Associate Vice President of Real Estate Investments, he underwrites initial prospects, evaluates due diligence materials, and works closely with partners to close our tax credit investments. Prior to joining Foss & Company, Eugene spent two years at Berkadia Commercial Mortgage in its San Francisco office. There, he was responsible for sizing, underwriting, and managing closing processes for multifamily loans. Eugene received a BA in Political Science from the University of Pennsylvania. Eugene is based out of New York, NY.
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 $5 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.
Job Titles:
- ASSOCIATE VICE PRESIDENT, PORTFOLIO MANAGEMENT
Ingrid joined Foss & Company in October 2021. 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, Ingrid worked in asset management for RBC Capital Markets, and has over 18 years of experience in residential property management with portfolios of conventional, HUD and Low-Income Housing Tax Credits (LIHTC) properties. Ingrid earned an MBA from Strayer University, and a B.A. from Clark Atlanta University. She is based out of our Charlotte office.
JACK MANS - CFO, Managing Director
Job Titles:
- CFO
- MANAGING DIRECTOR
- CFO & MANAGING DIRECTOR / 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.
Job Titles:
- ASSOCIATE VICE PRESIDENT, REAL ESTATE INVESTMENTS
Jay joined Foss & Company in July of 2022 as Associate Vice President of Real Estate Investments. He focuses on evaluating, underwriting, and closing our historic tax credit investments. Prior to joining Foss & Company, Jay worked at the Sherbert Group in Charlotte, North Carolina. There, he supported its historic tax credit investment, development, and consulting teams on projects throughout the Mid-Atlantic region. Before that, Jay worked for a small development group in Pittsburgh, Pennsylvania, leading its underwriting, investor relations, and project management efforts. Jay began his career in commodities, holding trading and logistics management roles for Glencore and Nidera-US. He received his BA in Finance from Miami University in Oxford, Ohio. Jay is based out of our Charlotte office.
Job Titles:
- VICE PRESIDENT, RENEWABLE ENERGY PORTFOLIO MANAGEMENT
As Vice President, Renewable Energy Portfolio Management, Mr. Wand is responsible for investment performance of a portfolio of renewable energy asset investments. Prior to joining Foss & Company, he was instrumental in building out the renewable asset management platform at Clearway Energy and managed a large portfolio of utility scale solar and wind assets. Mr. Wand has spent 18 years developing, executing, and managing renewable power generation assets for the likes of Constellation Energy, GE Renewable Energy, and NRG/Clearway. He holds a BBA in Real Estate from the University of Wisconsin Madison, and an MA in International Management from the University of California San Diego.
Job Titles:
- ASSOCIATE VICE PRESIDENT, SUSTAINABLE TECHNOLOGIES INVESTMENTS
Jennifer Hua joined Foss & Company in August of 2023. As Associate Vice President of Investments for Renewable Energy and Sustainable Technologies, Ms. Hua manages the closing and diligence process for renewable energy and sustainability funds and participates in the screening of potential new investments. Prior to joining Foss & Company, Ms. Hua worked in Business Development and led utility-scale solar and battery originations. Her experience includes corporate development and risk management roles at The Williams Companies. Ms. Hua holds a MBA from The University of Tulsa and a BBA from The University of Oklahoma. She is based out of our Denver office.
Job Titles:
- VICE PRESIDENT of INVESTMENTS
Jennifer Pruett joined Foss & Company in October 2021 and sources institutional investor capital for placement into Foss sponsored state and federal tax credit funds. Prior to joining Foss, Jennifer spent 20+ years in asset management representing traditional and alternative investment strategies including managed futures, fund-of-hedge funds, CLOs and structured products. In these roles she was responsible for developing strategic growth initiatives, delivering investor education and for expanding firm visibility across institutional and wealth management channels. Her experience includes business development roles at Man Investments, Inc., Lazard Asset Management, Tocqueville Asset Management, and boutique shops specializing in emerging/frontier markets and illiquid alternatives. She graduated from Williams College and has a BA in History.
Job Titles:
- MANAGING DIRECTOR
- MANAGING DIRECTOR / CAPITAL MARKETS
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.
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.
Job Titles:
- VICE PRESIDENT, REAL ESTATE INVESTMENTS
Jonathan joined Foss & Company in April of 2018. He is primarily focused on the management of developer relationships. 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.
Jordyn Thies joined Foss & Company in March of 2023. She focuses primarily on sourcing federal and state historic rehabilitation tax credits in Virginia and Ohio for the various Foss Historic Funds. Jordyn began her career in the analyst training program at Wells Fargo in their Corporate Banking group covering Technology, Media, and Telecom. More recently, she was an analyst at JLL on the Investment Sales team in Charlotte, NC. There, she supported the retail group through originating, marketing, and underwriting the sale of retail assets throughout the Carolinas. She received her BS in Economics from the Wharton School at the University of Pennsylvania. Jordyn is based out of our Charlotte office.
Maricopa, AZ | Email Jourdyn Wigg joined Foss & Company in July 2023. In her role, Jourdyn supports the Marketing Director in public relations, events and marketing efforts for Foss & Company. Prior to joining Foss & Company, Jourdyn was a Marketing Analyst at Deloitte working for various government clients and she currently holds 10 years of experience in Marketing and Analytics. Jourdyn attended Walter Cronkite School of Journalism and Mass Communications and holds a B.A. in Mass Communications & Media. She also attended Grand Canyon University and hold an M.B.A in Business Marketing.
Job Titles:
- VICE PRESIDENT of CAPITAL MARKETS
Kip Kimble joined Foss & Company in February 2020. As Vice President of Capital Markets, Kip works with insurance companies, financial institutions and other companies to redirect funds earmarked for state and federal taxes into investments that generate tax benefits, cash flow and other benefits including improved ESG ratings. Additionally, Kip runs Foss & Company's debt platform that sources and places project level debt for Foss developer clients to go alongside Foss tax equity investments. 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 other 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.
Lewis joined Foss & Company in February 2022. As an Investment Analyst, Lewis supports our Renewable Energy & Sustainable Technologies investment team. In this role, he manages the closing process for renewable energy fund investments, prepares due diligence summaries, supports the drafting of legal documents, and assists in the screening of potential new investments. Prior to joining Foss & Company, Lewis worked on public equities research for a long term, value-focused mutual fund. Lewis graduated from the University of Southern California with a BS in Business Administration and a minor in International Relations. He is based in our Denver office.
The Manny Manny project is the redevelopment a historic property located at 101 & 107 North Union Street, Olean NY. The Building will be renovated for use as 20 market rate apartments and 5 workforce housing apartments, as well as 7,380 square feet of commercial space. PROJECT DETAILS LOCATION Olean, NY AMENITIES 20 market rate apartments, 5 workforce housing apartments and 7,380 square feet of commercial space
Job Titles:
- SENIOR ASSOCIATE, INVESTMENT OPERATIONS
Mariah joined Foss & Company in October 2022. As a Senior Associate in Investment Operations Associate, she is primarily focused on facilitating and managing all closing aspects related to the financing of solar investments.
Prior to joining Foss & Company, Mariah has had experience working at a large energy grid, developing a Supply Chain ESG risk management program. She has also spent time working at an environmental regulator and as a paralegal at a community legal center. Mariah holds a Juris Doctor law degree from the University of Sydney and completed her Bachelor of Environments at University of Melbourne. She is currently working in the Denver office.
Job Titles:
- VICE PRESIDENT, INVESTMENTS
Michael joined Foss & Company in April 2023. As Vice President of Investments, he works with institutional investors and large corporations to direct capital that is set aside for federal and state taxes into high-impact, tax credit-generating projects with a focus on renewable energy and carbon capture. Prior to joining Foss & Company, Michael spent 10 years developing an all-electric, zero emission freight transportation system. During this time, he expanded the company into three new markets, sourced over a billion dollars of debt and equity capital, and garnered offtake agreements with Fortune 500 companies throughout the United States. Michael graduated from Texas A&M University with a B.S. in Aerospace Engineering and M.Eng. in Industrial and Systems Engineering.
Natalie joined Foss & Company in September 2021. As an Accounting Manager, she is responsible for supporting our finance department. Prior to joining Foss & Company, Natalie worked as a public tax accountant, with experience in partnership and state and local tax. She graduated from UC Davis with a degree in Managerial Economics. Outside of the office, Natalie volunteers to help educate teens and young adults with financial literacy. She is based out of our San Francisco office.
Job Titles:
- ASSOCIATE VICE PRESIDENT, PORTFOLIO MANAGEMENT
Natasha joined Foss & Company in August 2022. As Associate Vice President, Portfolio Management, she manages 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. Before joining Foss & Company, Natasha worked in asset management for leading development firms focusing on Low-Income Housing Tax Credits (LIHTC), senior housing, and workforce housing. Natasha's responsibilities included approval of annual budgets, review of monthly financials and variance reports, site inspections, compliance monitoring, and investor/lender reporting. Natasha earned her Certified Housing Asset Manager (CHAM) designation in 2015 though NeighborWorks and her Tax Credit Compliance Specialist (TaCCS) certification through Quadel in 2021. She graduated from Kaplan University with a BS in Business Administration and is a member of the Charlotte Chapter of the National Association of Women in Construction (NAWIC), CREW Charlotte, and the North Carolina Women's Affordable Housing Network (NCWAHN). She is based out of our Charlotte office.
Job Titles:
- VICE PRESIDENT, INVESTMENTS
Patrick O'Brien joined Foss & Company as an Investment Operations Intern in March, 2020. He currently operates on the Investments Team as a Vice President. Patrick operates in all segments of investment sourcing, client relations 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.
Peter Brown joined Foss & Company in 2023. As the National Sales Director, Peter leads our capital raising effort working with institutional investors and large corporations to direct investment capital into high-impact, tax credit-generating projects in renewable energy and real estate. Prior to joining Foss & Company, Peter spent over twenty years in asset management and wealth management. His experience includes leadership roles focused on business development at Bank of America, Wells Fargo, and Bank of Montreal. Peter's other experiences include commercial banking, alternative investments, and commercial real estate. He graduated from the University of Dayton with a Bachelor of Arts degree in Communications.
Job Titles:
- ASSOCIATE VICE PRESIDENT, PORTFOLIO MANAGEMENT
Raven joined Foss & Company in July 2021. 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, Raven worked in asset management for a leading tax credit syndicator, as well as with a development firm, both with a focus in Low-Income Housing Tax Credits (LIHTC). Before moving into asset management, she was a Senior Commercial Real Estate Underwriter. Raven holds a Jenkins MBA from NC State University, and a B.A. from the University of North Carolina at Chapel Hill. She is based out of our Charlotte office.
Job Titles:
- ASSOCIATE VICE PRESIDENT, REAL ESTATE INVESTMENTS
Sean joined Foss & Company in April of 2022. As a Real Estate Investment Manager, he focuses on evaluating and closing historic tax credit equity investments on behalf of Foss institutional investors. Prior to joining Foss & Company, Sean worked as an underwriter at CAHEC, a low-income housing tax credit syndicator. Prior to that, he was a member of a small team responsible for the development and asset management of over $150 million in mixed-use/urban infill commercial real estate, including new construction and historic rehabilitation. Sean received a BS in Business Administration from UNC Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. While at UNC-CH, Sean published an honors thesis exploring the challenges and benefits for multifamily developers utilizing historic tax credits. He is based out of our San Francisco office.
Job Titles:
- Vice President of Project Finance
- VICE PRESIDENT, RENEWABLE ENERGY PROJECT FINANCE
Spencer Tweed joined Foss & Company in December of 2022. As Vice President of Project Finance, Spencer manages the closing and diligence process for renewable energy and sustainability funds. Prior to joining Foss & Company, Spencer worked in project finance for a utility scale solar developer with a focus on coordinating tax equity and debt. Spencer earned his BA in Real Estate from the University of Wisconsin and earned his MS in Finance from the University of Denver. He is based out of our Denver office.
Job Titles:
- VICE PRESIDENT of INVESTMENTS
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 New York office.
Job Titles:
- VICE PRESIDENT of INVESTMENTS
- Vice President of Investments at Foss and Company
Tim Stegner, Vice President of Investments at Foss and Company is committed to forging robust partnerships and pioneering solutions for Investors. Tim has over 20 years of experience advising Institutional Investors and has held positions as a Managing Director at prominent financial institutions such as BlackRock, Nuveen, and Northern Trust. As an advisor and entrepreneur, his strategic insights have been instrumental in propelling the growth trajectories of numerous startups.
Tim earned his Master of Business Administration from the esteemed Thunderbird School of Global Management at Arizona State University. Complementing his advanced degree, he holds bachelor's Degrees from Colorado State University and the University of Wales (UK).
Job Titles:
- DIRECTOR, REAL ESTATE INVESTMENTS & PORTFOLIO MANAGEMENT
Tony was born and raised in the San Francisco Bay Area. He earned his bachelor's degree from UC Berkeley and his law and business degrees from Santa Clara University. He joined Foss in 2017 and works out of our San Francisco office. As Director of Real Estate Investments, Tony oversees the underwriting and portfolio management of Foss HTC investments. He works closely with real estate developers, institutional investors, and industry partners. Tony is a member of the Foss Investment Committee. In his free time, he likes to participate in outdoor activities.
Job Titles:
- ASSOCIATE VICE PRESIDENT, RENEWABLE ENERGY PROJECT FINANCE
Troy Hodge joined Foss & Company in January of 2023. As an Associate Vice President of Renewable Energy Project Finance on the Renewable Energy & Sustainable Technologies team, Troy works to manage all aspects of the transaction lifecycle for renewable energy fund investments. Prior to joining Foss & Company, Troy served as an Investment Banking Associate where he led financial modeling, due diligence, and strategic planning efforts for a variety of M&A and capital markets transactions for clients in the financial institutions sector. Troy earned his BSBA in Finance from the University of South Carolina and holds Series 7, 63, and 79 securities registrations. He is based out of our Denver office.