CAPITAL SQUARE - Key Persons

Job Titles:

• Chief Development Officer

Adam Stifel is chief development officer of Capital Square, where he leads the firm's development platform. He was previously the founder of CAS Riegler Cos (now May Riegler Cos.) and Hook Properties, both of which are full service real estate development and asset management companies. With these firms, Adam oversaw the acquisition, financing, entitlement, construction and general execution of both for sale and rental product in Washington, D.C. and surrounding markets. Since 2009, Adam has personally sponsored over $500 million in multifamily development and the acquisition of a myriad of other product types, including retail and commercial office properties. Adam brings extensive experience in developing both class A and B market-rate apartments and condominium projects, often with a retail component. He earned his bachelor's degree in business and history from the University of Denver.

Job Titles:

• Chief Accounting Officer

Angela Inge is the chief accounting officer at Capital Square. She is primarily responsible for the oversight of the company's accounting function with specific focuses on real estate investment trusts (REITs), Delaware statutory trusts (DSTs), development and private equity. With over 15 years of experience in the accounting field, Angela has an advanced knowledge of US GAAP, internal controls and SEC reporting, as well as technical accounting issues, such as business combinations/asset acquisitions, debt and equity transactions, consolidation, leases and revenue recognition. Prior to joining Capital Square, Angela was at Ernst & Young in the assurance practice, serving a variety of both public and private clients in numerous industries, including real estate, consumer products and healthcare. Angela earned a bachelor's degree in accounting and economics from the College of William and Mary. She is a Certified Public Accountant (CPA).

Job Titles:

• Senior Vice President of Asset Management

Chris Hirth, the senior vice president of asset management at Capital Square, is primarily responsible for the oversight of Capital Square's growing portfolio of multifamily properties throughout the southeastern United States. Chris joined the company in 2016 as an asset manager after time as senior real estate manager at CBRE, a global leader in commercial real estate services and investment. With CBRE, he managed a one million-square-foot portfolio of office and flex properties. Previously, Chris spent four years at PRG Real Estate, where he supervised multiple multifamily properties. Chris earned a bachelor's degree in business management from Virginia Tech and is a Certified Commercial Investment Member and a Certified Property Manager.

Job Titles:

• Co - Head
• Managing Director
• Managing Director, Co - Head of Private Equity

Dave Platter is managing director and co-head of Capital Square's private equity division. Prior to his present role, Dave was executive director at the Amherst Group, where he led the private equity group for Amherst Homes, Amherst's Build-to-Rent Division. Dave was also the co-founder of Southern Creek Capital, a boutique investment manager in the single-family rental and multifamily spaces, and had previously worked at the JBG Companies (now JBG Smith, NYSE: JBGS), where he was responsible for the development of over $500 million of multifamily and mixed-use properties. Dave began his career in the Asset Management Division of JPMorgan in New York.​ ​He received his B.A. from The University of Virginia, where he double majored in economics and history, and his M.B.A. from Duke University's Fuqua School of Business.

Job Titles:

• Chief Financial Officer

Donna Sperounis, Capital Square's chief financial officer, brings over 20 years of real estate experience to the firm. She has an exceptional level of expertise in accounting, finance, reporting, asset management, operations, business planning and development of multifamily rental communities and for-sale projects. Prior to joining Capital Square, she was chief financial officer and chief operating officer at Dakota Partners, where she oversaw accounting and asset management. While with Dakota Partners, Donna increased cashflow by 50%, maximized tax incentives and improved the reinvestment of capital by 35% through the creation of a new business plan. Donna has also served as controller for Alliance Realty Capital, as chief accounting officer with Plymouth Industrial REIT, Inc., and as senior vice president of operations and finance at Franklin Street Properties. Donna graduated from Ashford University with a bachelor's degree in business and a minor in accounting. She loves charting new paths to help Capital Square's co-CEOs fulfill their objectives and achieve the vision of further growing a successful company.

Job Titles:

• Economic Advisor

Dr. Peter Linneman's unique blend of scholarly rigor and practical business insight has won him accolades from around the world, including Wharton's Zell-Lurie Real Estate Center's Lifetime Achievement Award, being named "One of the 25 Most Influential People in Real Estate" by Realtor Magazine and inclusion in The New York Observer's "100 Most Powerful People in New York Real Estate." After receiving both his master's and doctorate in Economics under the tutelage of Nobel Prize winners, Peter had a distinguished academic career at both the University of Chicago and the Wharton School of Business at the University of Pennsylvania. He has published over 100 scholarly articles, eight editions of the acclaimed book Real Estate Finance and Investments: Risks and Opportunities, and the widely read "Linneman Letter" quarterly report. Most recently, he co-authored the best-selling book The Great Age Reboot: Cracking the Longevity Code for a Younger Tomorrow. Peter's long and ongoing business career is highlighted by his role as founding principal of Linneman Associates, LLC, a leading real estate advisory firm, and its affiliates.

Job Titles:

• Chief Communications & Operating Officer
• Chief Communications and Operating

Jacqueline Rogers serves as chief communications and operating officer at Capital Square, where she oversees branding, marketing, investor relations, communications, strategy and implementation, as well as human resources, technology and all operational functions for the company's rapidly growing business. Her efforts have been instrumental in the creation of company's cultural framework and the formation of the Capital Square's charitable arm, Capital Square Cares, which has raised record-breaking philanthropic funds for our communities. In addition, Jacqueline has spearheaded the company's corporate responsibility and sustainability initiatives and has also been heavily involved in the ideation and launch of sub-brands. Prior to joining Capital Square, Jacqueline built her career at several of the most influential companies in the nation, with an emphasis on cutting-edge technology, branding and marketing. She served as the head of brand program management at Amazon Music, where she led the organization's largest strategic initiative, the development of a new Amazon Music global brand platform and design refresh that served as the customer-facing expression of the organization. Previously, she was the director of design operations and program management for Lyft, where she developed strategically aligned programs and processes across the company's product design team. Jacqueline also created impactful advertising and marketing campaigns across an array of brands, including BMW, Hilton Hotels & Resorts, Lincoln Motor Company, Marriott International, Four Seasons Hotels, Soul Cycle and The Ritz-Carlton. She began her career by co-founding the marketing team at Tumblr, where she helped shape the startup into a world-renowned social networking brand. Jacqueline was recognized among the "Top 10 Inspiring Women Leaders of 2022" by Industry Era Women Leaders Magazine. She earned a bachelor's degree in communications studies and English, with an emphasis in journalism, from Christopher Newport University, a master's degree in advertising and brand strategy from The Brandcenter at Virginia Commonwealth University and an MBA from the University of Virginia's Darden School of Business. Jacqueline was drawn to Capital Square for the vast opportunities to make an impact, both internally and externally, that could be so much larger than any one aspect of a job. This collective responsibility to enrich the lives of investors, fellow team members and communities drives her work forward every single day.

Job Titles:

• Chief Sales Officer

James Brunger, chief sales officer of Capital Square, is driven every day by the idea that we are building something bigger than ourselves. He is head of sales and distribution and also sits on Capital Square's investment and executive management committees. In addition, he serves as executive vice president of capital markets and director of due diligence for Capital Square Apartment REIT, Inc. Prior to joining the firm, he was senior vice president at LaSalle Investments, a wholly owned subsidiary of Jones Lang LaSalle (JLL), where he managed the distribution of REITs and real estate products throughout the eastern United States. In this capacity, James worked with leading FINRA licensed broker-dealers and RIAs. During his tenure, investments in the flagship REIT, JLL Income Property Trust, grew from a seed investment to $1.8 billion. Previously, James served as the national sales manager for Sterling Foundation Management, where he managed a team of professionals, assisted family offices and ultra-high net worth individuals in formations and managed private family foundations, donor advised funds and charitable trusts. He was also a regional vice president at New York Life/MainStay Investments, where he was responsible for wire-house broker-dealer distribution and facilitated over $300 million in annual sales of investment and insurance-related products. James also served as regional vice president for Fidelity Charitable Services, a Fidelity Investments Company. While there, he worked with attorneys, accountants and families to structure donations of private business interests, real estate, private stock and public stock into the Fidelity Charitable Gift Fund, a national donor advised fund program. During this time, the program grew from $700 million to more than $2.5 billion in annual gifts. James holds the Chartered Advisor in Philanthropy (CAP) designation from The American College and FINRA licenses Series 6, 7 and 63. He earned a bachelor's degree in English and political science from the University of Vermont.

Job Titles:

• Chief Technology Officer

Jeff Blount is chief technology officer at Capital Square. He has extensive experience aligning information technology with business objectives, optimizing logistics for seamless daily performance, customizing and improving technology services and processes as well as executive consulting. Prior to joining Capital Square, Blount served as virtual chief information officer at Cobb Technologies, where he built a managed service provider from the ground up to offer help desk, security, monitoring and other information technology services to businesses. Also, in this role, he collaborated with c-suite executives to integrate technology and security improvements; advised executives on growth, scalability, training needs and future information technology requirements; and assimilated diverse products, vendors and environments to better accomplish the goals of his business clients. Blount earned a bachelor's degree in business management from Bluefield University and is a certified project management professional through Project Management Institute.

Job Titles:

• Chief Legal Officer

Jeffrey A. Gregor serves as chief legal officer of Capital Square and its affiliates. Prior to joining Capital Square, Jeffrey was executive vice president, general counsel, for Daymark Realty Advisors (formerly known as Grubb & Ellis Realty Investors and Triple Net Properties), a wholly owned subsidiary of Grubb & Ellis Company, serving more than 5,200 clients and overseeing a nationwide portfolio of commercial property, totaling approximately 33 million square feet, including more than 8,700 apartment units. Previously, Jeffrey served as senior corporate and securities counsel for Grubb & Ellis Company, where he managed the private real estate securities legal department, which had a portfolio of assets valued in excess of $5.7 billion located throughout 30 states, and completed acquisition and disposition volume totaling approximately $10 billion on behalf of program investors. Earlier in his career, Jeffrey was a senior associate and member of a nationally recognized real estate securities practice group at Hirschler Fleischer, a Richmond, Virginia-based law firm. Jeffrey earned a juris doctorate from the University of Richmond School of Law and a bachelor's degree from St. Mary's College of Maryland. He lives by the simple credo: Be good and do good.

Job Titles:

• Co - Head
• Managing Director
• Managing Director, Co - Head of Private Equity

Jon Trott is managing director and co-head of Capital Square's private equity division. He previously led the build-for-rent division at Amherst, one of the largest investors and operators of single-family rentals with a national portfolio of over 40,000 homes. There, Jon was responsible for capital raising, sourcing new acquisition opportunities and overall management of the group. Trott had previously worked as an investment professional at Spear Street Capital, a San Francisco-based real estate private equity firm with a primary focus on office transactions throughout the U.S., Canada and U.K. He began his career at J.P. Morgan, reporting to the CEO of asset management and being involved in executing key M&A transactions and strategic initiatives.​ Jon received his M.B.A. from Harvard Business School and his B.A. from Tufts.

Job Titles:

• Co - Director
• Senior Vice President
• Senior Vice President, Co - Director Acquisitions

Jorge Figueiredo, senior vice president, co-director of acquisitions, is an experienced real estate professional who is active in all aspects of underwriting, due diligence, acquisitions, finance, operations, asset management and sales, with an emphasis on multifamily and manufactured housing communities. During his tenure, Capital Square has acquired over 50 apartment properties and more than a dozen 55+ age-restricted manufactured housing communities, with a total investment cost of over $3 billion. With more than 15 years of professional commercial real estate experience in both operations and transactions, Jorge joined Capital Square in 2019 as vice president of acquisitions and asset management. He was previously a partner at Cornerstone Realty Advisors, where he was responsible for property evaluation, due diligence, finance, settlements and risk management. Jorge also served as vice president of management services for Landmark Apartment Trust, Inc., overseeing due diligence, finance and the acquisition of approximately 80 multifamily properties totaling over $2 billion in value. Jorge is a graduate of James Madison University, with a B.S. in kinesiology as well as in business administration and management. He remains dedicated to combining analytical and interpersonal skills with high professional standards and moral values.

Job Titles:

• Advisor to the Founder & Co - CEO

A pioneer of the firm and a consummate professional, Julia Bard has worked at Capital Square since its founding in 2012, when there was just two people and a vision. In her prior roll as COO and head of the treasury department, Julia oversaw all operational functions for the company's rapidly growing business and cash operations. She served as a multi-department liaison who managed and operated assets and assisted with strategic planning, monitoring and investor reporting. In addition, Julia coordinated with outside legal counsel and was responsible for all banking and financials, human resources, payroll, health care and business insurance. Capital Square has dramatically grown since those early days, but Julia has remained at the heart of it all. Julia has more than 30 years of experience in the legal and real estate fields. A respected veteran of the commercial real estate industry, she has worked alongside Capital Square founder and co-CEO Louis Rogers for over two decades, including time together at one of the nation's largest sponsors of tenant-in-common investment programs. Julia also spent seven years in the business law and real estate securities practice groups at the Hirschler Fleischer law firm in Richmond, Virginia, a firm active in alternative investment offerings. She is a member of the Alternative & Direct Investment Securities Association (ADISA) and the Institute for Portfolio Alternatives (IPA). Julia was the recipient of the Women of Influence, Women to Watch award in 2021, presented on behalf of the Real Estate Forum. She is proud that Capital Square has continued to evolve, always with the strongest professionals at its core. The steadfast integrity that has been present since day one remains a tenet of the team, as does the comradery, mutual regard and sincere respect that Julia helped instill from the beginning.

Job Titles:

• Co - Chief Executive Officer
• Founder
• Founder and Co - CEO

Louis J. Rogers, the founder and co-chief executive officer of Capital Square and its related entities, began with a vision to build the best real estate investment company possible. He oversees the firm's Delaware statutory trust (DST) programs for investors seeking qualifying replacement property for Section 1031 tax-deferred exchanges and regular (non-exchange) investors. Louis also provides investment banking services for owners. He is a nationally recognized authority in structuring securities offerings for real estate investments and serves as a consultant and expert witness on Regulation D private placements, non-traded REITs, Section 1031 exchanges, DST and TIC programs, real estate funds, and issues related to broker-dealers and registered investment advisors. In 1998, Louis assisted in the formation of Triple Net Properties, LLC as outside legal counsel before being named president and a member of the board in 2004. Under Louis' leadership, Triple Net became the nation's largest sponsor of securitized Section 1031 exchange programs. While at the firm, he was responsible for the syndication of more than $4 billion of real estate within in excess of 100 offerings, including DSTs, TICs, REITs and real estate funds that acquired office, government, multifamily, retail and healthcare properties throughout the United States. From 1987 to 2004, Louis was a partner with Hirschler Fleischer, a prestigious law firm based in Richmond, Virginia. He founded and led the firm's real estate securities practice group, one of the largest of its kind. Louis earned a Bachelor of Science from Northeastern University with highest honors, as well as a Bachelor of Arts with honors and a Master of Arts in jurisprudence from Oxford University. He also earned a juris doctorate from the University of Virginia School of Law. Rogers was a member of the adjunct faculty at the Marshall-Wythe School of Law at the College of William and Mary from 1993 to 1996, and the University of Virginia School of Law from 1995 to 2000, where he taught "Real Estate Transactions and Finance." Louis is active in many bar and real estate security trade groups. He has served as chair of the Investment Program Association's Section 1031 Exchange Committee; founding trustee, director and chair of the Legislative and Regulatory Committee of ADISA (formerly known as TICA); a member of the Board of Governors of the Virginia State Bar, Real Property Section; and a member of the Real Estate Committee of the American Bar Association's Tax Section. He also served on the board of the Greater Richmond Association for Commercial Real Estate (GRACRE). Louis has an AV Peer Review Rating and was named as one of the top lawyers in Virginia in 2006 and 2008. He has written and lectured widely on real estate, tax and securities topics. Louis was a finalist for the 2017 EY Entrepreneur of the Year Mid-Atlantic. In 2020, 2021, 2022 and 2023, he was listed as one of the most powerful and influential leaders on the Virginia 500 Power List by Virginia Business. He was awarded Real Estate Forum's Best Bosses 2020 by GlobeSt., and in 2022 was not only recognized as an Influencer in Multifamily Real Estate by GlobeSt. Real Estate Forum but was also honored by the National MS Society as the 2022 recipient of the Frank N. Cowan Silver Hope Award, a recognition of community and humanitarian efforts, given to someone who strives to improve the quality of life today and create a better world tomorrow.

Job Titles:

• Senior Vice President, Co - Director of Acquisitions

Mark Luzzi serves as senior vice president, co-director of acquisitions and is focused on sourcing, underwriting and financing new investment opportunities for Capital Square. He previously held positions at Thelius Capital Partners and the JBG Companies (now JBG SMITH Properties; NYSE: JBGS), where he focused on the acquisition and development of multifamily and mixed-use properties. Mark graduated from Cornell University with a B.S. in industrial and labor relations with minors in both real estate and business.

Job Titles:

• Executive Vice President of Investment Programs / Operations

Mark Mercado, executive vice president of investment programs/operations at Capital Square, has a passion for making complex systems work efficiently. His specialties include product development, sales, closing, investor relations, acquisitions, key accounts, operations and due diligence. Mark came to Capital Square after his time as vice president of private offerings at SmartStop Asset Management, where he supported sales and operations and also assisted with the launch of real estate investment trust (REIT) and Delaware statutory trust (DST) offerings. Earlier in his career, Mark acted as product manager of private offerings with a national real estate sponsor and as a tenant-in-common closing manager with Grubb & Ellis and its predecessor, Triple Net Properties. In the past 20 years, Mark has closed more than $3.5 billion in investor equity, and he has done so with honesty, transparency and an unstoppable work ethic.

Job Titles:

• Senior Vice President
• Executive Vice President, Construction & Development

Michael Ollinger, senior vice president of construction & development, oversees all aspects of design and construction for both existing assets and new development projects at Capital Square. In his position, he is empowered to make decisions on the built environment that are lasting, tangible examples of the quality that drives our team and that add to the existing character of the local markets in which we operate. Prior to joining Capital Square, Michael was managing director and partner at Northpoint Services, a leading third-party development and construction management firm. He has had broad experience in all facets of commercial real estate development, construction and design management, operations and marketing, including the supervision of the design and construction of more than 5 million square feet of commercial space across the country, ranging from infill multifamily and mixed-use, to high-end hospitality, office, retail, educational, healthcare and industrial. Michael's specialty is in residential development, and within the last decade alone, he has delivered thousands of multifamily residential units and a number of high-end, single-family home projects. Michael earned a bachelor's degree from the University of Virginia and a master's in professional studies in real estate from Georgetown University. He is a licensed Class-A (Residential Building Construction) contractor in Virginia.

Job Titles:

• President

Michael S. Waddell is president of Capital Square and known for building can-do, high-performance teams, creating strong collaborative and enjoyable work environments, developing creative solutions, driving successful results, an enthusiasm for real estate, and his passion for both helping investors achieve their goals and mentoring others. His role includes overseeing the company's asset management group and its $6-plus billion property portfolio, leading the sale of Delaware statutory trust properties to take mature offerings full cycle, vetting property acquisitions as an investment committee member and helping drive the company's future growth. He also played an integral role in the launch of Capital Square Living, the company's new multifamily property management platform. Michael's experience includes work with national, institutional and private real estate companies, where he has served in key leadership positions with focuses on both traditional and tax-advantaged real estate investments. Michael has worked in many areas of real estate, including investment and asset management, property management, leasing, financing and refinancing, dispositions, acquisitions and development across multiple asset classes. He has overseen the management of numerous property portfolios across the United States, and negotiated and successfully completed over $2.8 billion in acquisition, lease and disposition transactions. He formerly served as chief operating officer of Triple Net Properties, LLC and its successor companies (Grubb & Ellis Realty Investors and Daymark Realty Advisors). In this position, he oversaw asset management and other operational areas for the company, including its 20 million-square-foot commercial property portfolio, valued in excess of $3 billion. Prior roles include serving as president of CCA Properties, LLC, where he organized and led the company in creating value through sound investment management, executing successful property transactions, and maximizing operating income, as well as serving as executive director, head of U.S. East Coast, Latin America and Canada corporate real estate for The Walt Disney Company. In this role, Michael oversaw and elevated the Orlando-based group's performance, served as interim global real estate head while leading the department's organizational restructure and move from under Walt Disney Imagineering to an alignment under The Walt Disney Company's CFO. He also outsourced and co-led the development of Walt Disney Attractions' headquarters in Celebration, Florida and completed numerous lease transactions and consolidations. In a prior role, as managing director, corporate services of Faison & Associates, Inc., he launched, directed and grew the Corporate Services business until he was hired away by Disney. Additional past roles include senior vice president of Grubb & Ellis | Harrison & Bates; vice president of asset management and senior project manager for The Rowe Companies; and asset manager for Wachovia Bank's (now part of Wells Fargo) real estate investment advisory group. Michael earned a bachelor's degree in business management and an MBA from Virginia Tech in Blacksburg, Virginia. He was awarded GlobeST Real Estate Forum's Best Bosses 2022.

Job Titles:

• Executive Vice President of Development

Natalie Mason, Capital Square's executive vice president of development, oversees development projects across multiple markets, including the delivery of over 550 units in Richmond and a 300-unit high-rise project in Raleigh, NC. Prior to joining Capital Square, Natalie was senior director at Tishman Speyer, where she oversaw the financing, construction, delivery and sale of more than 1,200 residential units in San Francisco. In this role, Natalie led the internal project team, implemented residential sales and marketing strategy, and was responsible for overall financial performance, coordination with design and construction professionals and the hiring of critical vendors. Prior to her tenure at Tishman Speyer, Natalie spent time as project manager for the Office of the Deputy Mayor for Planning and Economic Development for the Government of the District of Columbia.Natalie earned her Master of Business Administration at the Wharton Business School at the University of Pennsylvania and her Bachelor of Arts at Princeton University.

Job Titles:

• Marketing Coordinator
• Vice President of Marketing

Sydney Hockaday serves as the vice president of marketing for Capital Square. Hockaday joined the company in 2017 as the marketing coordinator. She quickly climbed the corporate ladder, assuming even greater responsibilities with each of her three promotions: first to marketing manager in 2019, then assistant vice president of marketing in 2020 and finally with her latest elevation to vice president. Her responsibilities include strategic company initiatives, coordinating company events, supervising all social media accounts and overseeing new designs in marketing, advertising, photography and videography materials. She has arranged the marketing of more than 85 investment offerings, comprised of more than 100 individual commercial real estate properties. In total, she has overseen the successful marketing for more than $5 billion in transaction volume and led Capital Square's corporate rebrand in 2019. Prior to working with Capital Square, Sydney oversaw event planning for a regional restaurant company, where she oversaw and executed in-house events, designed marketing graphics and managed social media platforms. She previously served as communications manager with the Blacksburg Museum and Cultural Foundation. Sydney earned her bachelor's degree in public relations from Virginia Tech and presently serves on the ADISA marketing committee.

Job Titles:

• Executive Vice President of Human Resources

Tangela Lambert, executive vice president of human resources at Capital Square, has held an integral role in the company's growth, from the 13 employees present on the day she was hired to the 120+ team members on board today. Having over 15 years of experience in human resources and employee relations, she has the primary responsibility of expanding and managing the human capital of the firm. Recruiting the right people - individuals who are both at the top of their field and who fit the culture of Capital Square - and then being able to mentor them as they grow within the company continues to be her favorite part of her work. Tangela has also been the driving force behind Capital Square's internship program, training and development programs, DEI initiatives and benefit expansion. Tangela earned a bachelor's degree in business management from Hampton University and an MBA from Liberty University in human resources management. She is a member of the Black MBA Association, the Society for Human Resource Management (SHRM) and the Institute for Portfolio Alternatives (IPA).

Job Titles:

• Co - Chief Executive Officer

Whitson Huffman, co-chief executive officer of Capital Square, is responsible for sourcing and acquiring mixed-use multifamily properties as well as the oversight of Capital Square's investment activity, which includes leadership of the firm's real estate investments related to its Delaware statutory trust/Section 1031 exchanges, qualified opportunity zone funds and other private placement investment offerings. Since joining the firm in 2018, he has overseen approximately $6 billion in real estate transactions, grown total assets under management by more than $5 billion and established a successful development division that has initiated nine development projects totaling 1,700 apartment units and in excess of $600 million in development cost. Prior to joining Capital Square, Whitson was an associate with JBG SMITH Properties, a NYSE-listed real estate investment trust (REIT) and fund manager, where he gained a passion for the industry. While at JBG SMITH, Whitson participated in the development of 1,300 residential units and over 210,000 square feet of retail space with a total capitalized value of more than $650 million. He also sought entitlements for over 1,500 residential units and 350,000 square feet of retail, with a projected capitalized value in excess of $400 million. Prior to joining JBG SMITH, Whitson was consultant in the financial services group of Ernst & Young, working on multifaceted banking and capital markets projects for systemically important financial institutions. Whitson earned a bachelor's degree in finance from Miami University's Farmer School of Business and a Master of Real Estate, finance from Georgetown University. He is active in the March of Dimes, World Pediatric Project, Little Hands Virginia, National Multifamily Housing Council, Real Estate Roundtable, the National Capital Chapter of Ducks Unlimited and the Institute of Portfolio Alternatives (IPA).