top of page

Vetted Talent

We've found and vetted talent across the spectrum of professions, skills, and experiences in our practices areas. We only include top industry-specific professionals across the US, who we’ve hand-picked as part of our invite-only selection process.


Real Estate

Affordable, Workforce & Senior Housing   

Tax Credits

LIHTC, NMTC, Historic, Film, & Renewable Energy

Impact-Investing & Sustainability

Please Note: 

KM’s Web Design & Development Company is building us an all new proprietary website platform. This will serve to more systematically display profiles of industry-specific, qualified professionals, which we have already begun including here on our current legacy site. Our new site will allow for advanced keyword and category searches and integrate with our database through a Career Profile Portal. At present, profiles are generally listed in increasing seniority level as you scroll down. The go-live date for KM's new Website Platform is targeted for October 2020.

Profile ID#15812

Blank Face.png

Chief Financial Officer | Asset Management | Project Management | Strategic Planner

Performance-driven CFO with expertise in spearheading initiatives that strengthen internal infrastructure and expand revenue-generating/cost cutting capabilities. An accomplished executive in affordable housing, Social Service programs, Real Estate Development and Property Management. Experienced at leading teams of 50, P&L responsibility to $150M and capital/redevelopment budgets to $100M. Expert in the complex transactions of Not-For-Profits, Corporations, LLCs and LLPs and related party transactions.  Collaborative leader focused on relationships, process and results.

Core Competencies: Strategic Planning, Financial Management, Reporting, Accounting, Budgeting, Forecasting, GAAP, Asset Management, Low Income Housing Tax Credit Financing (LIHTC) and State Tax Credits, Compliance, Risk Management, Insurance, Procurement/Contracts, Collections, Board

Reporting, Audits (HUD, Not-For-Profit, For Profit), Information Technology, Cybersecurity, Safety, Workers Compensation, Training, Human Resources, Property Management, 403(b), Revenue Bonds, Grants, Construction Financing, HUD Funding Programs, Sections 8 & 202, Project-Based Vouchers, Project Based Rental Assistance, Code of Federal Regulations, Consolidated Financial Reporting, Various Software

Select Experience

  • Large RAD (Rental Assistance Demonstration Program) conversions of over 1,000 units from public housing to multi-family affordable programs.

  • Directed the Finance, Asset Management, Information Technology, Human Resources and Procurement Departments for thousands of Affordable Housing units, including developments with Market, LIHTC, PBRA (Project Based Rental Assistance), PBV (Project Based Vouchers), Public Housing and various other subsidy programs with annual operating incomes in excess of $50M, over 4,000 Housing Choice Vouchers, HUD capital allocations, redevelopment activity earnings and RAD and/or LIHTC projects totaling hundreds of millions of dollars; including the budgeting and property management accounting for the LIHTC/affordable housing properties, during and after transformation from public housing to multi-family programs, the accounting for the social service programming/grants and development activities. 

  • Work with investors, lenders, auditors and State Finance organizations on property conversions, compliance, loan conversions, equity draws, cost certs and audits.

Select Accomplishments

  • Spearheaded software and finance project to increase revenue collections and operating efficiencies and to enhance financial reporting capabilities.

  • Increased rent collection average from 70% to 95%.

  • Reduced budget preparation time from 5 months to 2 months.  Implemented a budget software to facilitate the process.

  • Provided a cost neutral employee benefit – Compressed Work Week Program: Revenue projections did not support salary increases. Needed other mechanisms to retain and attract staff, such as Work Life Balance Programs.

  • Project managed the build-out of a computer lab and library for residents.

  • Closed several LIHTC and RAD deals.

Previously, Manager at owner of commercial real estate, a Director at one of the largest owners of real estate in the United States and Audit Manager in one of the Big 4 CPA firms.

Education & Certifications: BBA – Accounting; MBA – Finance; Certified Public Accountant

Profile ID#10270

Blank Face.png

Managing Director / Originator

Qualitative Achievement(s)

  • Acquisitions, Dispositions, Financing, Portfolio Management, and Construction oversight

  • National experience with primary, secondary and tertiary market knowledge

  • Underwrote and provided LIHTC bridge financing on several deals ranging in size from $25 million to $50 million

  • Underwrote and provided capital for acquisitions & ground up Community Reinvestment Act (CRA) Affordable Housing deals over the past 10 years

    • Thorough understanding of the qualifications for CRA deals as well as how to source, underwrite and close

  • Deep industry contacts (approaching 4,000); 25+ years’ Real Estate experience

  • Adept at sourcing investments, whether asset or capital based deals

  • Have acquired and disposed of over $5 billion in Real Estate assets

  • Invested over $1 billion in capital in the form of senior and subordinate debt

Quantitative Achievement (a case study)

Acquired a 200,000 square foot office building in a primary market that was 50% leased.  Stabilized the rent roll and drove the occupancy to 100% in 9 months.  Oversaw the construction of 7 floors at once with 4 separate general contractors.  Led the initial financing and capital structure as a “key man” on the senior loan documents and successfully refinanced the asset within 24 months with long-term debt.  Initial property acquisition cost was sub $90 million with a stabilized net operating income of $7,500,000 for an adjusted market value of $150 million in 2 years (5% reversion cap rate).

Primary Responsibilities, Core Competencies & Strengths

Primary core competencies in sourcing investments, due diligence, market analysis, underwriting, pro-forma analyses, senior & subordinate debt, all asset classes, all markets, leasing, management and construction oversight.


B.A. New England base Liberal Art’s College

M.S. Top 50 globally ranked university – concentration in real estate finance and development

Current Geographic Location


Open to Relocation

New York, NY, Washington, D.C., Philadelphia, PA – will consider anywhere for the right opportunity.

Profile ID#16469

Blank Face.png

Managing Partner

Professional Overview

Executive with over 25 years in the Financial Services industry. Sound foundation in Affordable Housing, Commercial Real Estate, Lending, Debt Acquisitions and Development. A highly organized and performance-driven professional.


  1. Negotiated and closed over $230M+ in Equity Investments to receive Low Income Housing Tax Credits (LIHTC)

  2. Lead and boosted due diligence teams in acquiring over $4Bn+ in loan portfolios throughout the US, Canada, Puerto Rico and Australia

  3. Previously underwrote and closed debt and construction facilities in excess of $500M+ secured by office, multifamily, industrial and retail projects

  4. Created analysis templates for LIHTC equity funding, and Bridge and Construction loan financing

Core Competencies


  • Managing Partner

  • President

  • Vice President

  • Principal / Consultant

  • Manager - Loan Production Office


  • Commercial Real Estate

  • Affordable Housing - Multifamily

  • Portfolio Debt Acquisitions

  • Commercial Banking


  • General Asset Management

  • Due Diligence Procedures

  • Financial Forecasting

  • Real Estate Development

  • Acquisition Negotiations

  • Government Compliance

Promotions, Awards & Recognition

  • Award of Merit - first recipient of an annual award for exemplary performance in the workplace


  • Bachelor of Business Administration (BBA) in Finance and Capital Budgeting

Professional Recognition and Affiliation

Member – state trade organization serving Affordable Housing providers

Current Geographic Location

Southwest US; not open to relocation at this time

Heading 1

Profile ID#13553

Blank Face.png

*Principal Investor | Private Capital | Alternative Investments*

With their experience in the industry, the changing dynamic of the market, and new legislation like Opportunity Zones, this individual has a desire to align with a larger institutional platform with an affordable/ workforce housing orientation.

  • Focus in Affordable/ Workforce Housing and related Real Estate Investment & Development

  • Leading Acquisitions, Capital Formation (debt & equity), Investor Reporting & Communication, Development, Transaction Underwriting 

+        More than 20 years of alternative investment experience, over a dozen years of real estate related experience – currently directs all acquisitions for a proprietary investment pool backed by private family office; Responsible for sourcing, underwriting, structuring, financing real estate transactions

+        Developed and implemented GP Co-investment strategy: sourced, underwrote and negotiated GP Platform partnerships. Underwrote asset investments including 14,000 housing units representing $1.8 billion in asset value;  Negotiated term sheets and drafted legal documentation for real estate transactions; outreach & dialog with industry participants: operators, regulators, lenders; participation in industry events: ULI, NMHC

+        Extensive outreach with impact oriented, affordable housing community catalyzed by the rebuilding efforts required following Sonoma fires; community foundations, CDFI/ non-profits, state & federal agencies; explored alternative financing techniques: tax-exempt bonds, tax equity, impact district bonds

+        Investor base includes private equity, family office, institutional capital, sovereign wealth funds, endowments, pensions 

+        Prior: negotiated joint venture with strategic corporate investor securing $45 million in anchor capital; grew assets under management to $425 million including traditional limited partners and separate accounts; developed and incubated acquisition rollup platform, culminating in a $2 billion+ IPO; executed complex cross-border developer/ asset acquisition  & restructuring; firm stewardship: board member & investment committee member

+        Previously: oversaw portfolio of 60 real estate investments representing $1.4 billion of equity commitments for multifamily investment office; led real estate underwriting and investment; navigated fund/ GP restructuring; supported $1 billion private equity/ real estate secondary sale and portfolio monitoring

  • BA from Top 5 Nationally Ranked Best Liberal Arts Colleges

KM Search Partners is a National Executive Search and Professional Recruiting Firm. KM Search Partners provides professional and C-level executive search for Real Estate, Development, Investment Management, and Infrastructure as well as related Finance and Business Services Nationally. KM Search Partners provides Executive Search for Affordable Housing and Low Income Housing Tax Credits (LIHTC). KM Search Partners provides executive search in Denver across multiple industries. KM Advisory Services provides values-based knowledge management consulting that enhances organizational performance and optimizes long term value. Executive Search for Affordable Housing and Low Income Housing Tax Credits (LIHTC). Executive Search and Professional Recruitment for Multifamily and Commercial Real Estate. Affordable Housing Executive Search and Recruitment. Affordable Housing Recruiting. Recruiting for Affordable Housing. Affordable Housing Search Firm. Low Income Housing Tax Credit Executive Search. LIHTC Executive Search Firm. LIHTC Recruiting. Affordable Housing Executive Search Firm. Low Income Housing Tax Credit Executive Search Firm. Affordable Housing Jobs. Affordable Housing Careers. Jobs in Affordable Housing. LIHTC Jobs. Jobs in LIHTC. Careers in LIHTC. 

bottom of page