BELLWETHER ENTERPRISE REAL ESTATE CAPITAL - Key Persons


Aaron Ball - VP

Job Titles:
  • Vice President
  • BWE As a Vice President
Aaron Ball joined BWE as a Vice President in 2024 as a part of the acquisition of First Southern Mortgage Corporation. Aaron is responsible for arranging debt for all types of commercial real estate assets including, Multifamily, Retail, Industrial, Office & Self-Storage facilities. Prior to BWE's acquisition, Aaron was a Capital Advisor at First Southern Mortgage for four years in a similar role. Since 2018, Aaron has been directly involved in the underwriting, marketing and closing of over $500,000,000 of debt. Prior to joining First Southern, Aaron interned at Berkadia's Detroit office where his interest and passion for mortgage banking began. In 2016, Aaron joined First Southern Mortgage as a Mortgage Analyst. He was promoted to Junior Capital Advisor in 2018, and again to Capital Advisor in 2021. Education Aaron holds a Bachelor of Business Administration in Accounting from Concordia University Ann Arbor. Memberships/Affiliations Aaron is currently seeking his CCIM designation and is a former scholarship recipient of the East Tennessee Chapter. Aaron currently serves as a board member for Nucleus Knoxville and the East Tennessee Chapter of CCIM.

Adam Gould - SVP

Job Titles:
  • Senior Vice President

Alan Tapie - EVP

Job Titles:
  • Executive Vice President
Alan is executive vice president, based in BWE's Atlanta production office. He is responsible for multiple roles in loan originations, including new client cultivation and maintaining existing client relationships. Specifically, Alan has conducted production efforts for the Fannie Mae/Freddie Mac agency loan products, various CMBS (conduit) loan products and is highly trained in originations. In addition to focusing on loan production, he has also extensive experience with transaction sizing, underwriting and closing procedures.

Alex Gregoire - VP

Job Titles:
  • Vice President
  • Vice President in Bellwether Enterprise 's Orange
Alex Gregoire is a Vice President in Bellwether Enterprise's Orange County Office. His role at Bellwether includes building and maintaining borrower and lender relationships as well as sourcing and underwriting new financial opportunities. Since 2015, he has been involved in closing over $1.7 billion worth of debt and equity with various capital sources including Life Insurance Companies, Fannie Mae/Freddie Mac, HUD, Commercial Banks, CMBS lenders, Debt Funds and Private Equity Firms. Transactions have included development, acquisition, bridge and permanent financings across all product types. Mr. Gregoire started his mortgage banking career in Orange County at Grandbridge Real Estate Capital in Newport Beach, CA Alex is a graduate of Chapman University - Argyros School of Business and Economics and holds a Bachelor of Science in Business Administration with an emphasis in Finance.

Alex Ison - SVP

Job Titles:
  • Senior Vice President
  • Vice President of Finance of BWE Investment Sales

Allison Eisendrath - SVP

Job Titles:
  • Senior Vice President
Allison is a graduate of University of Southern California and holds a Bachelor of Science degree in Business Administration - Finance.

Andrew Capra

Job Titles:
  • Assistant Vice President, Transaction Manager

Andrew Garvey

Job Titles:
  • Enterprise Community Investment Board

Andrew Russell - SVP

Job Titles:
  • Senior Vice President

Andy Effler - SVP

Job Titles:
  • Senior Vice President

Anthea Martin - SVP

Job Titles:
  • Senior Vice President

Anthony DeMarco - SVP

Job Titles:
  • Senior Vice President

Aulora Lee

Job Titles:
  • Transaction Manager / Explore

Ben Nichols

Job Titles:
  • SVP, Director of Affordable Operations

Bernie Avondet - SVP

Job Titles:
  • Senior Vice President

Bob Morton

Job Titles:
  • Senior Vice President and Director of RHS Programs

Bob Pearson - SVP

Job Titles:
  • Senior Vice President

Brad Walker - SVP

Job Titles:
  • Senior Vice President

Brandon Kosek - SVP

Job Titles:
  • Senior Vice President

Brandon Shear

Job Titles:
  • Senior Associate

Brett Levy - SVP

Job Titles:
  • Senior Vice President

Brian Boland - VP

Job Titles:
  • Vice President

Brian Bruening

Job Titles:
  • AVP, Transaction Manager

C. Cooper Willis - EVP

Job Titles:
  • Executive Vice President

Cathy Bronkema - SVP

Job Titles:
  • Senior Vice President

Chad Hyland - SVP

Job Titles:
  • Senior Vice President

Chad Williams - SVP

Job Titles:
  • Senior Vice President

Charles Bissell

Job Titles:
  • Senior Vice President, Seniors Housing

Charles Werhane

Job Titles:
  • Consultant, Enterprise Community Investment, Inc

Chris Dyson - SVP

Job Titles:
  • Senior Vice President

Christopher Carroll - SVP

Job Titles:
  • Senior Vice President

Cindy Hannon - SVP

Job Titles:
  • Senior Vice President

CJ Trudell

Job Titles:
  • Financial Analyst

Cody Carey - VP

Job Titles:
  • Vice President

Colleen Basil

Job Titles:
  • Assistant Vice President

Conor Lee - SVP

Job Titles:
  • Senior Vice President

Cory Gabriel - CTO

Job Titles:
  • Chief Technology Officer

Daniel E. Rosenberg - EVP

Job Titles:
  • Executive Vice President

David Foulk - SVP

Job Titles:
  • Senior Vice President

David Roth

Job Titles:
  • Executive Vice President, Investment Sales

Deborah Rogan - COO

Job Titles:
  • Chief Operating Officer

Denise McGee

Job Titles:
  • Chief Human Resource Officer

DJ Effler - CEO, President

Job Titles:
  • Chief Executive Officer
  • President

Doug Taylor - SVP

Job Titles:
  • Senior Vice President

Emily Cosgrove

Job Titles:
  • Senior Marketing Associate

Eric McGlynn - SVP

Job Titles:
  • Senior Vice President

Eric Riedmaier - VP

Job Titles:
  • Vice President

Ghazy Grijalva - VP

Job Titles:
  • Vice President

Greg Solomos - SVP

Job Titles:
  • Senior Vice President

Heather Fischer

Job Titles:
  • Operations Associate

Ibi Lumpkins

Job Titles:
  • SVP, FHA Chief Underwriter

J.R. Bertram - VP

Job Titles:
  • Vice President

Jack Korosec

Job Titles:
  • Assistant Vice President

Jack McGinness

Job Titles:
  • Assistant Vice President

Jaima Lawrence - CMO

Job Titles:
  • Chief Marketing Officer

Jake Krantz

Job Titles:
  • Manufactured Housing Financial Analyst

Jason Krupoff - SVP

Job Titles:
  • Senior Vice President

Jeff Musser - SVP

Job Titles:
  • Senior Vice President

Jeff Patton

Job Titles:
  • National Director of Agency Relationships

Jessica Willis

Job Titles:
  • Vice President of Finance

Jim Collins - EVP

Job Titles:
  • Executive Vice President

Jim Doyle - EVP

Job Titles:
  • Executive Vice President

Jim Drizos

Job Titles:
  • Senior Managing Director of Capital Markets

Joe Galosic

Job Titles:
  • Assistant Vice President

John L. Segrest - SVP

Job Titles:
  • Senior Vice President

John Roberts - VP

Job Titles:
  • Vice President

Joseph G. Solomos - VP

Job Titles:
  • Vice President

Josh Boehling - SVP

Job Titles:
  • Senior Vice President

Kala Gibson

Job Titles:
  • EVP, Head of Business Banking & Chief Enterprise Corporate Responsibility Officer, Fifth Third Bank

Kamara Green

Job Titles:
  • EVP, National Director of Affordable Housing Production

Karl Edmonson

Job Titles:
  • VP, FHA Deputy Chief Underwriter

Kevin Bowen - EVP

Job Titles:
  • Executive Vice President

Kimberly Shannon

Job Titles:
  • Marketing & Operations Manager

Kyle Frederick

Job Titles:
  • Assistant Vice President

Kyle Neumann - SVP

Job Titles:
  • Senior Vice President

Landon Litty

Job Titles:
  • Director of Agency Sales

Mark M. Durfee

Job Titles:
  • SVP, Senior Transaction Manager

Marty Clancy

Job Titles:
  • National Servicing Manager

Mason Hoge

Job Titles:
  • Transaction Manager

Matt Good - SVP

Job Titles:
  • Senior Vice President

Matt Pirolli - CIO

Job Titles:
  • Chief Information Officer

Matt Skinner

Job Titles:
  • Vice President, Manufactured Housing

Max Sauerman - SVP

Job Titles:
  • Senior Vice President

Maxx Carney - SVP

Job Titles:
  • Senior Vice President

Meghan Oswald

Job Titles:
  • Senior Marketing Associate

Michael Furrow

Job Titles:
  • Senior Vice President, Affordable Housing

Michael Lonsway - CFO

Job Titles:
  • Chief Financial Officer

Mike Guterman - SVP

Job Titles:
  • Senior Vice President

Mike Meyer

Job Titles:
  • Chief Credit Officer

MJ Vukovich - EVP

Job Titles:
  • Executive Vice President

Ned Huffman

Job Titles:
  • Strategic Advisor

Nick Ferando

Job Titles:
  • Vice President, Manufactured Housing

Nick Wymer - SVP

Job Titles:
  • Senior Vice President

Nora Keane

Job Titles:
  • Senior Vice President, Director of Affordable Housing Analytics

Otto Kern - SVP

Job Titles:
  • Senior Vice President

Parker Kelly

Job Titles:
  • Vice President, Manufactured Housing

Paul Harbor - SVP

Job Titles:
  • Senior Vice President

Paul Smith - SVP

Job Titles:
  • Senior Vice President

Perry Colligan - SVP

Job Titles:
  • Senior Vice President

Peter Keepper - SVP

Job Titles:
  • Senior Vice President

Ray Picone - SVP

Job Titles:
  • Senior Vice President

Rick Lazio

Job Titles:
  • Chairman, Enterprise Community Partners, Inc

Ridge Stafford - SVP

Job Titles:
  • Senior Vice President

Ronnie Jewell - VP

Job Titles:
  • Vice President

Ross Halloran - SVP

Job Titles:
  • Senior Vice President

Ryan Morris - VP

Job Titles:
  • Vice President

Ryan Stoll

Job Titles:
  • National Director Seniors Housing and Care

Sally Ingberg - SVP

Job Titles:
  • Senior Vice President

Sam Miller - SVP

Job Titles:
  • Senior Vice President

Samantha Benak

Job Titles:
  • Senior Financial Analyst

Sara Behrman - EVP

Job Titles:
  • Executive Vice President

Shaun Donovan

Job Titles:
  • CEO & President, Enterprise Community Partners

Shippen Browne - EVP

Job Titles:
  • Executive Vice President

Shreya Patel

Job Titles:
  • Assistant Vice President

Skye Huntington

Job Titles:
  • Controller

Spencer Bollacker

Job Titles:
  • Transaction Manager

Stan Malatesta - SVP

Job Titles:
  • Senior Vice President

Steve Pewitt - SVP

Job Titles:
  • Senior Vice President

Tanner Westerheid

Job Titles:
  • Vice President, Manufactured Housing

Taylor Hawkins - SVP

Job Titles:
  • Senior Vice President

Taylor Mokris

Job Titles:
  • Senior Vice President, Seniors Housing and Care

Ted Hobson - VP

Job Titles:
  • Vice President

Thomas Wiedeman - SVP

Job Titles:
  • Senior Vice President

Tim Caffrey

Job Titles:
  • Assistant Vice President

Todd A. Harrop

Job Titles:
  • National Director of Conventional Production

Tom Kenny - EVP

Job Titles:
  • Executive Vice President

Tom Turnage - SVP

Job Titles:
  • Senior Vice President

Tony Love - SVP

Job Titles:
  • Senior Vice President

Troy Smekens

Job Titles:
  • Director of Information Systems

Tyler Shebeck

Job Titles:
  • Assistant Vice President

Will Oldham - VP

Job Titles:
  • Vice President

William Silsbee - SVP

Job Titles:
  • Senior Vice President