PETROS PACE - Key Persons
Job Titles:
- Member of the BOARD of DIRECTORS
- Vice President - Originations
Andy Weber is a VP of Originations at Petros PACE Finance.
He is based in St. Louis and is responsible for originating, structuring, and closing PACE transactions throughout the country.
Andy joins Petros from Twain Financial Partners, as Vice President, overseeing Originations including C-PACE, historic tax credits, and ground lease capital opportunities. Prior to that, Andy was a manager at Cushman & Wakefield, focusing on ground-up development projects, client coordination, and transactions.
Andy received a BBA from Westminster College and has over 12 years of combined CRE & finance experience.
Job Titles:
- Senior Vice President
- Senior Vice President - Underwriting
Ariel Ritchie is a Senior Vice President of Underwriting at Petros PACE Finance.
Ariel joins Petros from Fannie Mae, where she was a credit risk analyst within the Enterprise Risk Management division and worked within the multifamily sector, providing oversight of the risk rating process and modeling tool. Prior to that, she was a Senior Credit Analyst at Mutual of Omaha Bank, specializing in commercial and industrial lending to middle market companies and managing a portfolio of over $120 Million in credit exposure.
Ariel graduated from Texas A&M with a B.S. in Economics, a minor in Business and a Business Economics Certificate.
Job Titles:
- Vice President
- Vice President - Asset Management
Ashley Lundgren is an Vice President - Asset Management at Petros PACE Finance.
Ashley joins Petros from Guaranteed Rate, where she worked as a Loan Coordinator.
Prior to that, Ashley held transaction closing roles at First Choice Loan Services and First United Mortgage.
Job Titles:
- Managing Director in the Real Assets Group at Apollo
Ben Israel is a Managing Director in the Real Assets group at Apollo, with a focus on business strategy and capital markets for Apollo's global real estate platform. In his role, Ben is involved with developing and implementing strategic growth initiatives, including M&A and organic business expansion, as well as executing capital markets transactions in the public and private markets. Prior to joining Apollo in 2012, Ben was a member of the Real Estate Investment Banking group at Goldman Sachs & Co. He graduated from the College of William & Mary with a BA in Economics and Finance.
Job Titles:
- Member of the BOARD of DIRECTORS
- Vice President - Originations
Ben Townsend is a VP of Originations at Petros PACE Finance.
He is based in California and is responsible for originating, structuring, and closing PACE transactions throughout the country.
Ben joins Petros from SRS Real Estate Partners, as Vice President of Debt & Equity, where he founded and led the National Debt & Equity team, focusing on financing CRE acquisitions, refinancing, and developments. Prior to that, Ben was an Associate at Barrington Capital Corp, responsible for managing and originating client relationships as well as arranging and securing debt and equity across all property types.
Ben received a BS in Business Policy, Planning and Development from the University of Southern California and has combined CRE & finance experience.
Job Titles:
- Assistant Vice President
- Member of the BOARD of DIRECTORS
- Assistant Vice President - Originations
- Vice President - Originations
Brett Weir is an Assistant Vice President of Originations at Petros PACE Finance.
Brett joins Petros from Titan Fund Management, where he coordinated underwriting, as an Analyst, for a $115 million private equity fund focused on investments in ground-up real estate developments in secondary and tertiary markets.
Prior to that, Brett served as a Credit Analyst at BOK Financial, underwriting $130 million worth of construction and acquisition credit facilities for institutional grade commercial real estate assets.
Brett holds a B.S.BA. in accounting and finance from the University of Arkansas.
Chip Windisch is a Senior Vice President - Tax Credit Finance at Petros PACE Finance.
Chip joins Petros from Old National Bancorp, where he served as Senior Vice President of Tax Credit Finance at Petros PACE Finance. While there, Chip led a Tax Credit team that originated and managed over $150M of gross tax credits, expanded the company's Foreign Exchange business, and realigned the commercial banking organization. He also helped create and served as Board Chair of Old National CDE Corporation.
Prior to that, Chip was the co-founder and Managing Director of InSite Capital, where he originated and managed real estate debt financing and equity investments in tax credits.
Chip also served as a Vice President at Lake Michigan Financial Corporation, where he co-created a tax credit investment line of business.
Chip holds a BBA in Finance and an MBA from Grand Valley State University.
Colleen Sitton is Capital Markets Counsel at Petros PACE Finance.
Colleen joins Petros from Baker Botts L.L.P., as a Real Estate Associate, where she represented clients on real estate joint ventures as well as the development and financing of projects across the United States. Prior to her role at Baker Botts, Colleen was at Bracewell LLP, as an Associate.
Colleen received a J.D. degree from the University of Texas, School of Law and a Bachelor of Science degree in Finance and Management from Georgetown University.
Job Titles:
- Member of the BOARD of DIRECTORS
- Senior Vice President
- Senior Vice President - Originations
Connor Murch is a Senior Vice President of Originations at Petros PACE Finance.
Connor joins Petros from a position as the Director of Business Development at Stonehill PACE, where he led origination efforts for the PACE financing division of Stonehill Strategic Capital.
Prior to that, Connor gained extensive experience closing transactions for PACE and other commercial real estate financing solutions while serving as a Senior Finance Manager at RAHILL Capital, a specialty lender. He also held roles as a Finance Manager and Project Manager at Revival STL Construction, a commercial real estate development, investment and management firm.
Connor received a BSBA with a concentration in Finance and Real Estate from the University of Missouri Trulaske College of Business.
Job Titles:
- Principal in the Private Equity Group at Apollo
Mr. Vyas is a Principal in the Private Equity group at Apollo, where he is focused on the Financial Services sector. Prior to that time, he was an Investment Professional in the Financial Services team at Pine Brook Partners and an Associate in the Financial Institutions Investment Banking group at Barclays. Mr. Vyas graduated from the Ivey Business School with a BA in Business Administration (distinction and honors), as well as from the Schulich School of Medicine & Dentistry with a BMSc (honors specialization), both at the University of Western Ontario. Mr. Vyas is also a CFA charterholder.
Job Titles:
- Partner
- Vice President - Originations
Dustin Gabriel is an Origination partner at Petros PACE Finance.
Dustin is based in Dallas and focuses on building the PACE business in the Dallas area and in other select PACE markets throughout the country.
He joins Petros from Bank of the Ozarks, where he oversaw the construction and operations of a national loan portfolio for 7.2 million square feet valued at $2.3 billion in commercial real estate. Prior to Bank of the Ozarks, he worked at Commercial Real Estate Investment Management where he was responsible for commercial real estate asset management, leasing, disposition, finance and operations.
He is also a former strategy and research consultant at Cicero Group.
Dustin is a graduate of Brigham Young University's Marriott School of Management and holds an MPA with an emphasis in finance from the Romney Institute.
Job Titles:
- Asset Management Associate
Elise Vidaurri is an Asset Management Associate at Petros PACE Finance.
Elise joins Petros from First Republic Bank, as a commercial loan servicing specialist for Eagle Lending, processing and supporting loan transactions and related processes. Prior to that, Elise was a loan operation analyst at Texas Exchange Bank.
Elise received a BBA from Texas Christian University and has a combined 4 years of banking experience.
Mr. Rudman joined Apollo in 2019 and is a Partner in the Financial Services Group. Mr. Rudman is primarily focused on financial services, yield platforms and yield partnerships for Apollo's equity and debt businesses. Prior to joining the firm, Mr. Rudman was with GE Capital for 15 years, most recently as Head of M&A and Portfolio Strategy. While there, amongst other activities, he played a central role in the planning and executing of the GE Capital restructuring. Mr. Rudman graduated summa cum laude from Touro College with a B.A. in Political Science and received his J.D. from Columbia Law School.
Haiden Boyd is an Underwriting Analyst at Petros PACE Finance.
Haiden joins Petros from Amherst, where she served as a commercial real estate credit analyst as well as an acquisition and development analyst. While there, she developed financial documents and presentations, evaluating risks and investment structures. Prior to Amherst, Haiden held a position at Capitol Market Research as a real estate analyst intern.
Haiden holds a BA in Economics from the University of Texas at Austin, minoring in Business and holds a Real Estate certificate from the McCombs School of Business.
Job Titles:
- Chief Financial Officer
- Founder
- Member of the BOARD of DIRECTORS
Job Titles:
- Senior Vice President
- Senior Vice President - Legal
John Gamm is a Senior Vice President of Legal at Petros PACE Finance.
John joins Petros from Stinson LLP, where he served as a transactional associate in the real estate finance group. At Stinson, he represented capital providers in connection with PACE transactions across various states and facilitated tax credit transactions.
Prior to that, John served as in-house counsel for Fidelity National Title Group, the nation's leading title insurance underwriter.
John received a J.D. from Creighton University School of Law and a BBA from Texas Christian University, graduating cum laude.
Job Titles:
- Partner, Private Equity at Apollo
Joseph Romeo is Partner, Private Equity at Apollo focused on sustainability and infrastructure investments. Prior to joining Apollo in 2013, he was a member of GE Capital's Energy Financial Services group focused on principal investments in the energy sector. In addition to Petros, Joey serves on the boards of WattEV and Freestone Renewables. He previously served on the boards of Apex Energy, Caelus Energy Alaska, Northwoods Energy, Phoenix Services and Spartan Acquisition Corp. II & III where he was involved in the business combinations with Fisker Inc., Sunlight Financial and Allego N.V. Joey received his undergraduate degree from Princeton University and his MBA from Harvard Business School.
Job Titles:
- Vice President
- Vice President - Corporate Finance and Treasury
- Vice President - Finance and Capital Markets
Josh Traner is a Vice President- Finance and Capital Markets at Petros PACE Finance.
Josh joined Petros from the Texas Water Development Board, where he worked for four years as a Financial Analyst in debt and portfolio management. During his tenure there, Josh was part of a team that issued over $7.5 billion in bonds and brought two new credits to market. Before that, he served as a Senior Financial Analyst at the Municipal Advisory Council of Texas.
Josh holds a B.A. in Economics from The University of Texas at Austin and is a CFA® Charterholder.
Job Titles:
- Vice President
- Vice President - Transactions
Justin White is a Vice President - Transactions at Petros PACE Finance.
Justin joins Petros from Western Riverside Council of Governments (WRCOG), where he served as Senior Analyst of PACE Programs. Prior to that, he was an Analyst at David Taussig and Associates.
Justin holds a BA in Economics from California State University in San Bernardino.
Job Titles:
- Asset Management Associate
Kaleb McCann is an Asset Management Associate at Petros PACE Finance.
Kaleb joins Petros from Bellamy & Schultz, where he worked as a Senior Litigation Paralegal overseeing a portfolio of commercial real estate and property tax loans in the collections process. Before that, Kaleb was an Asset Management Associate at WM Capital Partners, focusing on tracking and driving collections for multiple pools of debt investments.
Kaleb received a BA from the University of Texas, holds a paralegal certification from the University of Texas Center for Professional Education, and has a combined 9 years of legal and finance experience.
Kang Lee is a Assistant Controller at Petros PACE Finance.
Prior to joining Petros, she served as Assistant to the CFO and Staff Accountant at Nomad Sound, Inc., a live event services company. During her tenure there, she managed accounting operations in support of the company's CFO.
Kang earned a B.S. in Accounting from Temple University.
Job Titles:
- Senior Vice President
- Senior Vice President - Manager of Legal & Transactions
Katy Crocker is a Senior Vice President - Manager of Legal & Transactions at Petros PACE Finance.
Katy joins Petros as an experienced transactional attorney from Cramer Weatherbie Richardson Oliver LLP, where she represented clients involved in commercial real estate transactions.
Katy has more than 15 years of experience in the real estate industry. She began her career as a financial analyst in the Real Estate Finance and Securitization Group at Credit Suisse in New York City. She subsequently worked for a real estate investment group focused on international hotel acquisitions before pursuing her law degree.
Katy received a BBA from the University of San Diego and a J.D. from Texas Tech University School of Law.
Job Titles:
- Chief Credit Officer
- Member of the BOARD of DIRECTORS
Kevin Porter is the Chief Credit Officer at Petros PACE Finance.
Kevin has over 30 years' experience in the commercial real estate financing industry, joining Petros from Morgan Stanley as an Executive Director of Commercial Real Estate Lending.
Prior to Morgan Stanley, Kevin served as Managing Director, Chief Investment Officer, and Head of Credit for MC Five Mile and held Director roles at Merrill Lynch Mortgage Lending and Bank of America Merrill Lynch Real Estate Principal Investments.
Kevin received a B.A. from the University of Pennsylvania and holds his MBA in finance from The University of Texas.
Job Titles:
- Assistant Vice President
- Member of the BOARD of DIRECTORS
- Assistant Vice President - Originations
Lawton Johnson is an Assistant Vice President - Originations at Petros PACE Finance.
Lawton joins Petros from SouthStar Bank, where he served as an Assistant Vice President/Portfolio Manager. While there, he coordinated underwriting for mortgages and commercial loans.
Prior to that, Lawton held a position at Vista Bank.
Lawton holds a BBA in Finance from Texas Tech University.
Job Titles:
- Chief Executive Officer
- Founder
- Member of the Board
- Member of the BOARD of DIRECTORS
Mansoor Ghori is a Founder, CEO, and Board Member of Petros PACE Finance. He leads Credit, Underwriting, and Business Development, and is the Chairman of the Investment Committee. He is integral to underwriting and structuring transactions, leveraging his 30+ years of experience in structured finance.
Prior to Petros, he was the President and CEO of Accent Capital and was responsible for the investment and administrative activities of the firm. He was also a Managing Director at Transamerica Technology Finance Corporation, which was subsequently acquired by GE Capital, and a Principal at Sternhill Partners, a $100 million venture capital firm based in Houston.
Prior to joining Sternhill, he was the Founder and SVP/Regional Manager of Imperial Bank's Southwest Region of the Emerging Growth Industries Group (acquired by Comerica Bank). He was also a VP in the National Accounts Division of Silicon Valley Bank, focusing on investments in high-technology and biotech companies in Texas.
Mansoor also currently serves on the following boards: Petros, STG Design, PACENation, C-PACE Alliance, as well as the Andy Roddick Foundation. In addition, he is also an Executive Committee Member of Petros, PACENation and C-PACE Alliance, and a finance committee member of PACENation and the Andy Roddick Foundation.
Mansoor is a graduate of Santa Clara University, Santa Clara, California and holds an MBA from Northeastern University in Boston.
Job Titles:
- Associate Vice President
- Associate Vice President - Capital Markets
Marina Andrade is an Associate Vice President - Capital Markets at Petros PACE Finance.
Marina joins Petros from Innocean USA, where she worked as a Senior Finance Specialist creating new business processes to improve budget management, in addition to preparing monthly and annual budget accruals and forecasts. Before that, Marina was at Deutsche Bank and has a combined 7 years of finance experience.
Marina received a BA from the University of California, San Diego.
Job Titles:
- Associate Vice President
- Associate Vice President - Capital Markets
Mark Kelley is an Associate Vice President - Capital Markets at Petros PACE Finance.
Mark joins Petros from Backd Business Funding, where he served as a Senior Credit Analyst. While there, he identified and made recommendations regarding the risk/ reward relationship of lending opportunities, analyzed credit data, financial statements, and generated key financial ratios to evaluate the financial status of prospective clients. Mark graduated with BS in Finance from Santa Clara University and is a CFA®️ Charterholder.
Job Titles:
- Marketing Director
- Member of the Vice President - Asset Management Team
Melissa Watts is Marketing Director at Petros PACE Finance.
Melissa has a combined 13+ years Marketing experience including 7 years in the Real Estate industry. She joins Petros from OneAffiniti, a digital marketing agency, as a Sr. Partner Marketing Consultant in Austin, Texas.
Melissa holds a BBA in Business Management & Marketing from Texas State University in San Marcos, Texas.
Job Titles:
- Senior Vice President and Senior Counsel of Policy and Programs
Michael Yavner is an Origination partner at Petros PACE Finance.
Michael is based in Miami and focuses on building the PACE business in the Miami area and across the country.
Michael joined Petros' business development team in 2021 and works with real estate developers and owners to secure PACE financing on their properties, increasing ROE for themselves and their investors. Prior to Petros, Michael served as a Capital Markets and Investor Relations Director for Rivergate Companies focusing efforts and resources on its active joint venture partners with the goal of delivering outsized returns in varying product types, geographies, and market cycles.
Michael holds a B.S. in Business Administration and Marketing from the University of Florida and a Certified Trust and Fiduciary Advisor (CTFA) certification from the American Bankers Association.
Job Titles:
- Apollo in 2020 As a Portfolio Manager
Ms. Shannon Erdmann joined Apollo in 2020 as a Portfolio Manager focused on security-selection, modeling, surveillance and trading of CMBS and ABS securities. Prior to joining Apollo, Ms. Erdmann was the head of the CMBS and ABS sector team at Guggenheim Partners for 6 years. Prior to Guggenheim, she worked at PIMCO London and Newport Beach for a total of 6.5 years in the structured products and generalist global portfolio management teams. Finally, Shannon started her professional career working as a property and casualty actuary for Fireman's Fund Insurance Company for 3 years. Ms. Erdmann holds a Masters degree in Financial Engineering from UC Berkeley and B.S. in Statistical Science from UC Santa Barbara. Ms. Erdmann has 20+ years of financial and insurance related experience.
Nancy is Partner & Global Head of Consumer & Residential Credit at Apollo. Prior to joining Apollo, Nancy was a Senior Managing Director at Countrywide Financial Corporation, as well as the President of Countrywide Alternative Asset Management. While at Countrywide, Nancy oversaw non-agency MBS and whole loan trading including all conduit operations. Nancy was also a member of Countrywide's Model Validation Committee and was one of the senior managers in charge of Countrywide Commercial Real Estate Finance. Previously, Nancy was a Senior Managing Director at Bear Stearns and was employed for nearly 15 years, where she was a member of the mortgage team focused on modeling, structuring and trading of structured products and was responsible for numerous structural innovations. Nancy received her Bachelor's degree in Finance from the University of Southern California. She currently serves on the board of directors of Aris Mortgage Holding Company, LLC.
Naomi Allen is a Transaction Associate at Petros PACE Finance. Naomi joins Petros from Metcalfe Wolff Stuart & Williams, LLP, as a real estate legal assistant, where she provided legal and executive support while assisting with commercial real estate transactions. She has background knowledge in PIDs as well as Entitlements and Land Use. Naomi attended Lamar University where she pursued a BA in Marketing and has 3 plus years of legal experience.
Job Titles:
- Member of the BOARD of DIRECTORS
- Partner
Nicole Robben is an Origination partner at Petros PACE Finance.
Nicole is based in Nashville, and is responsible for originating, structuring, and closing PACE transactions throughout the country with more of a focus on building PACE business in Tennessee and the surrounding region.
Nicole joins Petros from Pathway Lending, where she served as the Director of Commercial Real Estate. Prior to that, Nicole worked as a Development Lending Officer for the Housing Fund.
Prior to that Nicole held various roles in the real estate industry including working for LISC, the City of Milwaukee, and a Community Development Corporation.
Job Titles:
- Member of the BOARD of DIRECTORS
- Senior Vice President - Partner Management & Originations
- Senior Vice President of Partner
Rachel Davis is Senior Vice President of Partner Management and Originations at Petros PACE Finance.
Rachel is based in Houston and is responsible for business development, marketing activities and managing a growing originations team.
She began her career at Reliant Energy, a Houston based provider of electricity and smart energy services. As a Marketing Manager, she spent 12 years working with customers and consultants managing commodity price risk through electricity contracts in Texas and the Northeast. Most recently, Rachel led a national business development team for NRG Energy, a Fortune 200 energy company, where along with her team, she pursued partnerships for onsite/offsite solar, wind, community solar, energy efficiency and combined heat and power systems with Fortune 500 clients. Additionally, she worked with strategic partner firms in the energy efficiency sector to develop and implement sales acquisition strategies for thermal energy storage and evaporative pre-cooling solutions for utility programs in California.
Rachel graduated with honors from Texas A&M University with a BBA in Marketing.
Job Titles:
- Member of the BOARD of DIRECTORS
- Senior Vice President
- Senior Vice President - New Markets
Rob Shear is the Senior Vice President of New Markets at Petros PACE Finance.
He has more than 30 years of experience as a successful builder and operator of businesses, primarily focused on innovative financing products and solutions.
Prior to that, he spent 20 years as a pioneer and leader in the viatical and life settlements industry, the secondary market of life insurance in the U.S, where his leadership experience included selling and buying back a settlement provider, managing a subsidiary of NYSE-listed municipal bond insurer, and serving as the industry association president.
He attended York University.
Job Titles:
- Senior Vice President of Finance
- Senior Vice President - Finance & Accounting
Scott Moxham is a Senior Vice President of Finance & Accounting at Petros PACE Finance.
He is responsible for managing the firm's financial and tax accounting and reporting operations, in addition to working on key strategic growth initiatives of the firm.
Scott's career spans more than 20 years of varied experience in structured finance, tax credit monetization, and investment management, with extensive experience in commercial real estate and fixed income securities.
In his previous positions, Scott served as Chief Financial Officer at Capella Capital Partners, an Austin-based commercial real estate development firm with an asset portfolio spanning office, retail, multi-family, storage, and raw land. At Capella, he oversaw financial operations for more than 20 real estate entities, managing reporting, underwriting, and transactions to fund the firm's growth.
Prior to that, in Scott's previous job at Petros, he was responsible for key aspects of structuring, modeling, and underwriting for the firm's tax credit-based investments. As a founding employee of the firm, he also played a critical role in the launch of Petros PACE Finance.
He also held senior-level accounting positions with PricewaterhouseCoopers and KPMG.
Scott earned a Bachelor's of Business Administration from Texas Christian University and an MBA from The University of Texas at Austin. Additionally, he is a CFA charter holder and a CPA licensed in the state of Texas.
Job Titles:
- Asset Management Associate
Job Titles:
- Senior Transaction Manager
Tasha Hernandez is a Senior Transaction Manager at Petros PACE Finance.
Tasha joins Petros from Cadence Bank, where she worked with the lending team, bringing her knowledge of origination to closing. Before that, Tasha was at Fort Hood National Bank and has a combined 15 years of banking experience.
Taylor Buchberger is an Underwriting Analyst at Petros PACE Finance.
Taylor joins Petros from CrowdStreet, as a commercial real estate analyst, where she collaborated with investment managers to evaluate and analyze prospective Marketplace offerings across various property types. Prior to her role at CrowdStreet, Taylor was at USAA Real Estate, as a rotational analyst and gained exposure to the acquisitions, capital markets, and asset management departments. Later, she transitioned into an analyst role on the industrial/logistics development team at USAA Real Estate, where she facilitated industrial/logistics warehouse development by overseeing end-to-end underwriting initiatives.
Taylor received a Bachelor's Degree in Real Estate and Finance from Florida State University and has a combined 4 years of finance experience.
Job Titles:
- Chief Operating Officer
- Member of the BOARD of DIRECTORS
Job Titles:
- Assistant Vice President
- Assistant Vice President - Underwriting
Tucker Green is an Assistant Vice President - Underwriting at Petros PACE Finance.
Tucker joins from U.S. Bank, where he served as a Commercial Real Estate Credit Analyst. While there, he was responsible for continuous underwriting and risk monitoring for construction and term loans across several asset types, along with construction monitoring, project-level performance, covenant compliance and lease-up tracking for projects and sponsors.
Tucker holds a BBA in General Finance from the University of Texas at Austin.
Job Titles:
- Capital Market Associate
- Corporate Development Associate
Will Kocurek is a Corporate Development Associate at Petros PACE Finance.
He joins Petros from Dell Technologies, as a Financial Analyst where he completed the finance development program.
Will received a BBA in Finance from Texas A&M University and was a member of CFO One Mentoring at Dell.