AEW Capital Management
Industry: Company
DescriptionFounded: 1981 Parent organization: Natixis Global Asset Management Subsidiaries: Aew Asia Limited, AEW Asia, AeW Partners IV, Inc,
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AEW Capital Management Employees
Employee
Years
Job
Industry
Julie (Bocelli) Lania, Senior Accountant Julie (Bocelli) Lania, Senior Accountant's AEW Capital Management Experience 1999 - 2003
Job Strong financial reporting and detailed account analysis experience
Industry Accounting
Experience
Pegasystems December 2013 - Present
Flagship Ventures 2005 - 2013
Resource Management Inc. 2004 - 2005
AEW Capital Management 1999 - 2003
The Boston Company / Mellon Bank 1989 - 1998
Skills
Financial Reporting, Accounts Payable, Cash Management, Venture Capital, Month End Close, Variance Analysis, Reporting & Analysis, Quickbooks, Account Reconciliation, General Led, Organization, Multi Tasking, Time Management, Deadline Oriented, Highly detail oriented, Accounts Rec, Microsoft Excel, Microsoft Word, SEC filings, Microsoft NAV G/L, Platinum SQL NT G/L, FRx Report Writer, Solomon G/L, Yardi Property..., Financial Statements, General Ledger, GAAP, SEC Filings
Education
Salem State University
Candidate (B.S.B.A.) - Bachelor of Science in Business Administration, Accounting Concentration
Bay State College
Associate of Applied Science (A.A.S.), Accounting Concentration
Pegasystems December 2013 - Present
Flagship Ventures 2005 - 2013
Resource Management Inc. 2004 - 2005
AEW Capital Management 1999 - 2003
The Boston Company / Mellon Bank 1989 - 1998
Skills
Financial Reporting, Accounts Payable, Cash Management, Venture Capital, Month End Close, Variance Analysis, Reporting & Analysis, Quickbooks, Account Reconciliation, General Led, Organization, Multi Tasking, Time Management, Deadline Oriented, Highly detail oriented, Accounts Rec, Microsoft Excel, Microsoft Word, SEC filings, Microsoft NAV G/L, Platinum SQL NT G/L, FRx Report Writer, Solomon G/L, Yardi Property..., Financial Statements, General Ledger, GAAP, SEC Filings
Education
Salem State University
Candidate (B.S.B.A.) - Bachelor of Science in Business Administration, Accounting Concentration
Bay State College
Associate of Applied Science (A.A.S.), Accounting Concentration
Michael Acton Michael Acton's AEW Capital Management Experience January 2007 - Present
Job Managing Director at AEW Capital Management
Industry Investment Management
Experience
AEW Capital Management January 2007 - Present
Skills
Asset Management, Due Diligence, Economics, Financial Modeling, Investments, Real Estate Economics, Risk Management, Valuation
Education
Bates College 1981 — 1985
AEW Capital Management January 2007 - Present
Skills
Asset Management, Due Diligence, Economics, Financial Modeling, Investments, Real Estate Economics, Risk Management, Valuation
Education
Bates College 1981 — 1985
Alex Melikan Alex Melikan's AEW Capital Management Experience March 2012 - April 2014
Job Asset Management at Boston Financial Investment Management
Industry Financial Services
Experience
Boston Financial Investment Management April 2014 - Present
AEW Capital Management March 2012 - April 2014
BNY Mellon September 2008 - March 2012
Skills
Investment Properties, Investments, Asset Management, Valuation, Accounting, Financial Analysis, Finance, Portfolio Management, Mutual Funds, Customer Satisfaction, Event Management, Due Diligence, Microsoft Office, Bloomberg, Asset Managment, Microsoft Excel, Private Equity, PowerPoint, Advent, Real Estate Financing, Affordable Housing, Tax Credits
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2016
Master of Business Administration (M.B.A.)
Boston University 2013 — 2015
Certificate, Real Estate Finance and Commercial Real Estate
University of Massachusetts Dartmouth 2003 — 2007
BA, Marketing
Bond University 2007 — 2007
Study Abroad, Australia
Boston Financial Investment Management April 2014 - Present
AEW Capital Management March 2012 - April 2014
BNY Mellon September 2008 - March 2012
Skills
Investment Properties, Investments, Asset Management, Valuation, Accounting, Financial Analysis, Finance, Portfolio Management, Mutual Funds, Customer Satisfaction, Event Management, Due Diligence, Microsoft Office, Bloomberg, Asset Managment, Microsoft Excel, Private Equity, PowerPoint, Advent, Real Estate Financing, Affordable Housing, Tax Credits
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2016
Master of Business Administration (M.B.A.)
Boston University 2013 — 2015
Certificate, Real Estate Finance and Commercial Real Estate
University of Massachusetts Dartmouth 2003 — 2007
BA, Marketing
Bond University 2007 — 2007
Study Abroad, Australia
Eric Webb Eric Webb's AEW Capital Management Experience August 2014 - Present
Job Associate at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management August 2014 - Present
PwC August 2011 - August 2014
USC Leventhal School of Accounting December 2010 - May 2011
PricewaterhouseCoopers, LLP June 2009 - August 2009
John Hancock Financial Services June 2008 - August 2008
Skills
Accounting, Auditing, Financial Reporting, Tax, Research, Mutual Funds, Financial Services, Real Estate, Investments, Financial Modeling, Budgets, Sarbanes-Oxley, Financial Statements, Internal Controls
Education
University of Southern California - Marshall School of Business 2010 — 2011
Master, Accounting
Bentley University 2006 — 2010
Bachelor of Science, Corporate Finance & Accounting
AEW Capital Management August 2014 - Present
PwC August 2011 - August 2014
USC Leventhal School of Accounting December 2010 - May 2011
PricewaterhouseCoopers, LLP June 2009 - August 2009
John Hancock Financial Services June 2008 - August 2008
Skills
Accounting, Auditing, Financial Reporting, Tax, Research, Mutual Funds, Financial Services, Real Estate, Investments, Financial Modeling, Budgets, Sarbanes-Oxley, Financial Statements, Internal Controls
Education
University of Southern California - Marshall School of Business 2010 — 2011
Master, Accounting
Bentley University 2006 — 2010
Bachelor of Science, Corporate Finance & Accounting
Leah Dillon's AEW Capital Management Experience May 2002 - August 2004
Job Vice President Global Client Relations, Private Capital Group at Prologis
Industry Real Estate
Experience
Prologis December 2011 - Present
EarthBaby LLC April 2011 - January 2012
Sabretooth Capital Management, LLC September 2009 - January 2010
Macquarie Group March 2008 - September 2009
Citi March 2007 - February 2008
Citi August 2005 - June 2007
Blue Vista Capital Management, LLC October 2004 - July 2005
AEW Capital Management May 2002 - August 2004
MetroLacrosse 2000 - 2003
AEW Capital Management May 2000 - April 2002
Skills
Investor Relations, Investments, Hedge Funds, Leadership, Due Diligence, Asset Management, Marketing, Relationship Management, Fundraising, Investment Management, Asset Managment, Financial Services, Business Operations, Client Service, Capital Raising
Education
Babson College 1995 — 1999
BS in Business Administration, Investments, Quantitative Methods
ESSEX JUNCTION HIGH SCHOOL 1991 — 1995
Prologis December 2011 - Present
EarthBaby LLC April 2011 - January 2012
Sabretooth Capital Management, LLC September 2009 - January 2010
Macquarie Group March 2008 - September 2009
Citi March 2007 - February 2008
Citi August 2005 - June 2007
Blue Vista Capital Management, LLC October 2004 - July 2005
AEW Capital Management May 2002 - August 2004
MetroLacrosse 2000 - 2003
AEW Capital Management May 2000 - April 2002
Skills
Investor Relations, Investments, Hedge Funds, Leadership, Due Diligence, Asset Management, Marketing, Relationship Management, Fundraising, Investment Management, Asset Managment, Financial Services, Business Operations, Client Service, Capital Raising
Education
Babson College 1995 — 1999
BS in Business Administration, Investments, Quantitative Methods
ESSEX JUNCTION HIGH SCHOOL 1991 — 1995
N. Allen Taylor N. Allen Taylor's AEW Capital Management Experience October 2014 - Present
Job Direct Investments Group at AEW Capital Management at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management October 2014 - Present
BayNorth Capital LLC 1998 - 2013
Taylor Capital Management, Inc. (sub-advisor to Morgan Stanley Realty) 1992 - 1998
Hawthorne Associates, Inc. 1986 - 1992
Columbia University 1980 - 1986
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Commercial Real Estate..., Real Estate Financing, Finance, Private Equity, Due Diligence, Investments, Disposition, Investment Properties, Land Acquisition, Deal Sourcing, Acquisitions, Asset Management, Valuation, Joint Ventures, Portfolio Management, Real Estate Economics
Education
Columbia University - Columbia Business School 1982 — 1984
Master of Science (M.S.), Business Policy
University of Kentucky 1974 — 1978
Bachelor of Science (B.S.), Accounting
AEW Capital Management October 2014 - Present
BayNorth Capital LLC 1998 - 2013
Taylor Capital Management, Inc. (sub-advisor to Morgan Stanley Realty) 1992 - 1998
Hawthorne Associates, Inc. 1986 - 1992
Columbia University 1980 - 1986
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Commercial Real Estate..., Real Estate Financing, Finance, Private Equity, Due Diligence, Investments, Disposition, Investment Properties, Land Acquisition, Deal Sourcing, Acquisitions, Asset Management, Valuation, Joint Ventures, Portfolio Management, Real Estate Economics
Education
Columbia University - Columbia Business School 1982 — 1984
Master of Science (M.S.), Business Policy
University of Kentucky 1974 — 1978
Bachelor of Science (B.S.), Accounting
Carolyn Gannon Kyrpych Carolyn Gannon Kyrpych's AEW Capital Management Experience February 2007 - February 2009
Job Experienced Graphic Designer
Industry Marketing and Advertising
Experience
Freelance Graphic Designer February 2009 - Present
Adlife Advertising & Graphics January 2014 - November 2014
Adlife Advertising & Graphics July 2012 - January 2014
Whole Foods Market May 2010 - July 2011
AEW Capital Management February 2007 - February 2009
Comcast Cable June 2006 - February 2007
Skills
Logo Design, Graphic Design, Graphics, Advertising, Typography, Creative Direction, InDesign, Illustration, Interaction Design, Layout, Marketing, Illustrator, Adobe Creative Suite, Motion Graphics, Web Design, Brochures, Photoshop, Catalogs, CSS, User Interface Design, Flyers, Corporate Identity, Corporate Branding, Newsletters, Branding & Identity, PowerPoint, Brand Development, Animation
Education
The New England Institute of Art 2008 — 2009
Web Site Development
University of Hartford 2002 — 2006
Bridgewater State College
University of Hartford School of Art
Bachelor of Arts, Visual Communication Design
Freelance Graphic Designer February 2009 - Present
Adlife Advertising & Graphics January 2014 - November 2014
Adlife Advertising & Graphics July 2012 - January 2014
Whole Foods Market May 2010 - July 2011
AEW Capital Management February 2007 - February 2009
Comcast Cable June 2006 - February 2007
Skills
Logo Design, Graphic Design, Graphics, Advertising, Typography, Creative Direction, InDesign, Illustration, Interaction Design, Layout, Marketing, Illustrator, Adobe Creative Suite, Motion Graphics, Web Design, Brochures, Photoshop, Catalogs, CSS, User Interface Design, Flyers, Corporate Identity, Corporate Branding, Newsletters, Branding & Identity, PowerPoint, Brand Development, Animation
Education
The New England Institute of Art 2008 — 2009
Web Site Development
University of Hartford 2002 — 2006
Bridgewater State College
University of Hartford School of Art
Bachelor of Arts, Visual Communication Design
Anthony Rooney, CPA's AEW Capital Management Experience September 2008 - November 2010
Job Senior Property Accountant at Broder Management
Industry Real Estate
Experience
Broder Management July 2013 - Present
Gray, Gray & Gray, LLP June 2011 - June 2013
Ercolini & Company LLP January 2011 - April 2011
AEW Capital Management September 2008 - November 2010
Ercolini & Company August 2005 - August 2008
Skills
Microsoft Office, Adobe Acrobat, Profx Engagement, Profx Tax, BNA Tax Planner Software, Yardi Voyager, AssetEye, Argus, Dyna, Accounting, Auditing, Tax Preparation, Internal Controls, Journal Entries, Financial Statements, Financial Analysis, Cash Flow, Tax, Accounts Receivable, General Ledger, Accruals
Education
Boston University 2008 — 2011
Certificate (In Progress), Commercial Real Estate / Real Estate Finance
Isenberg School of Management, UMass Amherst 2005 — 2006
MSA, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2005
BBA, Accounting
Concord-Carlisle Regional High School 1998 — 2001
Broder Management July 2013 - Present
Gray, Gray & Gray, LLP June 2011 - June 2013
Ercolini & Company LLP January 2011 - April 2011
AEW Capital Management September 2008 - November 2010
Ercolini & Company August 2005 - August 2008
Skills
Microsoft Office, Adobe Acrobat, Profx Engagement, Profx Tax, BNA Tax Planner Software, Yardi Voyager, AssetEye, Argus, Dyna, Accounting, Auditing, Tax Preparation, Internal Controls, Journal Entries, Financial Statements, Financial Analysis, Cash Flow, Tax, Accounts Receivable, General Ledger, Accruals
Education
Boston University 2008 — 2011
Certificate (In Progress), Commercial Real Estate / Real Estate Finance
Isenberg School of Management, UMass Amherst 2005 — 2006
MSA, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2005
BBA, Accounting
Concord-Carlisle Regional High School 1998 — 2001
Aimee Sloan Aimee Sloan's AEW Capital Management Experience May 2013 - Present
Job Administrative Assistant at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management May 2013 - Present
Mission to the World August 2011 - January 2013
University of Phoenix February 2007 - October 2010
Skills
Real Estate, Administrative..., Outlook, Property Management, Calendaring, Microsoft Excel, Real Estate Transactions, Leases, Investment Properties, Calendars, PowerPoint, Confidentiality, Data Entry, Event Planning, Microsoft Office, Microsoft Word, Commercial Real Estate, Real Estate Development, Asset Management, Customer Service, Research, Management, Social Media, Training, Administrative..., Event Management, Strategic Planning, Public Speaking
Education
Arizona State University 2000 — 2003
Bachelor of Arts (B.A.), Psychology
Arizona Culinary Institute
Culinary Certificate
AEW Capital Management May 2013 - Present
Mission to the World August 2011 - January 2013
University of Phoenix February 2007 - October 2010
Skills
Real Estate, Administrative..., Outlook, Property Management, Calendaring, Microsoft Excel, Real Estate Transactions, Leases, Investment Properties, Calendars, PowerPoint, Confidentiality, Data Entry, Event Planning, Microsoft Office, Microsoft Word, Commercial Real Estate, Real Estate Development, Asset Management, Customer Service, Research, Management, Social Media, Training, Administrative..., Event Management, Strategic Planning, Public Speaking
Education
Arizona State University 2000 — 2003
Bachelor of Arts (B.A.), Psychology
Arizona Culinary Institute
Culinary Certificate
Ashley Cheung's AEW Capital Management Experience May 2014 - Present
Job Analyst at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management May 2014 - Present
T.R. ENGEL Group, LLC. September 2013 - April 2014
Boston University School of Management September 2012 - May 2013
Boston Scientific May 2012 - August 2012
Shanghai Commercial Bank NY June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, SharePoint, Microsoft Publisher, Microsoft Word, Argus Modeling, AS400 Administration
Education
Boston University - School of Management 2009 — 2013
BSBA, Finance
Northern Valley Regional High School 2005 — 2009
High School Diploma
AEW Capital Management May 2014 - Present
T.R. ENGEL Group, LLC. September 2013 - April 2014
Boston University School of Management September 2012 - May 2013
Boston Scientific May 2012 - August 2012
Shanghai Commercial Bank NY June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, SharePoint, Microsoft Publisher, Microsoft Word, Argus Modeling, AS400 Administration
Education
Boston University - School of Management 2009 — 2013
BSBA, Finance
Northern Valley Regional High School 2005 — 2009
High School Diploma
Kristen Greenwood's AEW Capital Management Experience May 1996 - Present
Job Vice President, HR at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management May 1996 - Present
Education
Suffolk University 1995 — 1997
MS, Human Resources
Connecticut College 1991 — 1995
BS, Psychology
Wellesley High School 1987 — 1991
Diploma
AEW Capital Management May 1996 - Present
Education
Suffolk University 1995 — 1997
MS, Human Resources
Connecticut College 1991 — 1995
BS, Psychology
Wellesley High School 1987 — 1991
Diploma
Donna Grady's AEW Capital Management Experience 1998 - 2001
Job .
Industry Financial Services
Experience
Weichert, Realtors - Channing Real Estate November 2014 - Present
Meketa Investment Group 2003 - 2008
AEW Capital Management 1998 - 2001
HMH Investment Advisors 1992 - 1998
Editel / Boston 1985 - 1991
Skills
Financial Analysis, Journal Entries, General Ledger, GAAP, Financial Modeling, Tax Preparation, Account Reconciliation, Fixed Assets, Tax Returns, Tax, Financial Statements, Corporate Finance, Due Diligence, FASB, Finance, Leadership, Management, Revenue Recognition, SEC filings, Strategic Planning, Valuation
Education
Boston College - Carroll School of Management 1981 — 1985
BS, Accounting
Weichert, Realtors - Channing Real Estate November 2014 - Present
Meketa Investment Group 2003 - 2008
AEW Capital Management 1998 - 2001
HMH Investment Advisors 1992 - 1998
Editel / Boston 1985 - 1991
Skills
Financial Analysis, Journal Entries, General Ledger, GAAP, Financial Modeling, Tax Preparation, Account Reconciliation, Fixed Assets, Tax Returns, Tax, Financial Statements, Corporate Finance, Due Diligence, FASB, Finance, Leadership, Management, Revenue Recognition, SEC filings, Strategic Planning, Valuation
Education
Boston College - Carroll School of Management 1981 — 1985
BS, Accounting
Lisi Sesnovich Lisi Sesnovich's AEW Capital Management Experience 1987 - 1991
Job Director of Finance and Operations at The Rashi School
Industry Real Estate
Experience
The Rashi School July 2015 - Present
SGS Independent Consultant May 2014 - June 2015
CBRE December 2005 - April 2014
BARI & GAIL, Inc. 1991 - 2003
AEW Capital Management 1987 - 1991
EY 1983 - 1987
Skills
Operations Management, Leadership, Entrepreneurship, Financial Expertise, Budgets, Accounting, Forecasting, Cross-functional..., Project Management, Process Improvement, Strategy, Management, Strategic Planning, Finance, Executive Management, Financial Analysis
Education
Northeastern University
Master of Science (MS), Accounting/Business
Bowdoin College
Bachelor of Arts (B.A.), Economics
The Rashi School July 2015 - Present
SGS Independent Consultant May 2014 - June 2015
CBRE December 2005 - April 2014
BARI & GAIL, Inc. 1991 - 2003
AEW Capital Management 1987 - 1991
EY 1983 - 1987
Skills
Operations Management, Leadership, Entrepreneurship, Financial Expertise, Budgets, Accounting, Forecasting, Cross-functional..., Project Management, Process Improvement, Strategy, Management, Strategic Planning, Finance, Executive Management, Financial Analysis
Education
Northeastern University
Master of Science (MS), Accounting/Business
Bowdoin College
Bachelor of Arts (B.A.), Economics
Anne Donnelly Peck Anne Donnelly Peck's AEW Capital Management Experience July 2012 - February 2014
Job Vice President at AEW Capital Management
Industry Commercial Real Estate
Experience
AEW Capital Management July 2012 - February 2014
Cambridge Housing Authority August 2010 - June 2012
Jones Lang LaSalle 2005 - 2010
Bovis Lend Lease 2002 - 2005
Cosentini Associates 2000 - 2002
Nidec America Corp 1999 - 2000
Skills
Quality Control, Construction, Engineering, Project Planning, Construction Management, HVAC, Program Management, Cross-functional Team..., LEED AP, Renovation, Submittals, Real Estate Development, Concrete, LEED, Change Orders, Value Engineering, Project Management, Budgets, Facilities Management, Residential Homes, Process Scheduler, Subcontracting, Primavera P6, MS Project
Education
Northeastern University
Master of Science, Construction Management within Civil Engineering
Boston University
Bachelor of Science, Mechanical Engineering
AEW Capital Management July 2012 - February 2014
Cambridge Housing Authority August 2010 - June 2012
Jones Lang LaSalle 2005 - 2010
Bovis Lend Lease 2002 - 2005
Cosentini Associates 2000 - 2002
Nidec America Corp 1999 - 2000
Skills
Quality Control, Construction, Engineering, Project Planning, Construction Management, HVAC, Program Management, Cross-functional Team..., LEED AP, Renovation, Submittals, Real Estate Development, Concrete, LEED, Change Orders, Value Engineering, Project Management, Budgets, Facilities Management, Residential Homes, Process Scheduler, Subcontracting, Primavera P6, MS Project
Education
Northeastern University
Master of Science, Construction Management within Civil Engineering
Boston University
Bachelor of Science, Mechanical Engineering
Scott Doucette's AEW Capital Management Experience December 2011 - Present
Job Assistant Vice President at AEW Capital Management
Industry Commercial Real Estate
Experience
AEW Capital Management December 2011 - Present
AEW Capital Management March 2008 - December 2011
TriMont Real Estate Advisors January 2007 - February 2008
BlackRock June 2005 - December 2006
The Bascom Group, LLC July 2004 - June 2005
Skills
Real Estate, Joint Ventures, Equities, Mergers, Valuation
Education
University of Southern California 2000 — 2003
MS, Planning and Development
California State University, Fresno 1995 — 1999
BS, Business Administration
AEW Capital Management December 2011 - Present
AEW Capital Management March 2008 - December 2011
TriMont Real Estate Advisors January 2007 - February 2008
BlackRock June 2005 - December 2006
The Bascom Group, LLC July 2004 - June 2005
Skills
Real Estate, Joint Ventures, Equities, Mergers, Valuation
Education
University of Southern California 2000 — 2003
MS, Planning and Development
California State University, Fresno 1995 — 1999
BS, Business Administration
Jonathan Dagle's AEW Capital Management Experience October 2014 - Present
Job REIT Operations Analyst at AEW Capital Management
Industry Financial Services
Experience
AEW Capital Management October 2014 - Present
BNY Mellon December 2012 - October 2014
New York Life Insurance Company July 2012 - December 2012
Gemline January 2012 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Bloomberg Terminal, V Lookups, MS Excel Pivot Tables, Account Reconciliation, ERP, Social Networking, Management
Education
Boston University - School of Management 2008 — 2012
Bachelor's Degree, Finance, Operations Management, Minor Economics
AEW Capital Management October 2014 - Present
BNY Mellon December 2012 - October 2014
New York Life Insurance Company July 2012 - December 2012
Gemline January 2012 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Bloomberg Terminal, V Lookups, MS Excel Pivot Tables, Account Reconciliation, ERP, Social Networking, Management
Education
Boston University - School of Management 2008 — 2012
Bachelor's Degree, Finance, Operations Management, Minor Economics
John Moynihan John Moynihan's AEW Capital Management Experience 1988 - 2000
Job Director, Asset Management
Industry Investment Management
Experience
Sun Life Financial February 2010 - Present
Pembroke Real Estate August 2005 - June 2009
Taurus Investments 2001 - 2004
AEW Capital Management 1988 - 2000
Copley RE Investors 1988 - 2000
Skills
Property Management, Negotiation, Real Estate, Portfolio Management, Asset Managment, Loans, Asset Management, Investments
Education
Suffolk University Law School 1979 — 1981
JD, Law
Isenberg School of Management, UMass Amherst 1976 — 1978
MBA, Accounting/Finance
University of Massachusetts, Amherst 1972 — 1976
BA, English
Boston Latin School 1968 — 1972
General Liberal Arts
Sun Life Financial February 2010 - Present
Pembroke Real Estate August 2005 - June 2009
Taurus Investments 2001 - 2004
AEW Capital Management 1988 - 2000
Copley RE Investors 1988 - 2000
Skills
Property Management, Negotiation, Real Estate, Portfolio Management, Asset Managment, Loans, Asset Management, Investments
Education
Suffolk University Law School 1979 — 1981
JD, Law
Isenberg School of Management, UMass Amherst 1976 — 1978
MBA, Accounting/Finance
University of Massachusetts, Amherst 1972 — 1976
BA, English
Boston Latin School 1968 — 1972
General Liberal Arts
Adam Close Adam Close's AEW Capital Management Experience September 2012 - Present
Job Assistant Vice President at AEW Capital Management
Industry Information Technology and Services
Experience
AEW Capital Management September 2012 - Present
AEW Capital Management February 2011 - September 2012
Skills
Disaster Recovery, IT Solutions, Technical Support, Windows 7 Migration, Windows XP Pro, Remote Desktop, SharePoint, OMS, Moxy, APX, Omgeo Oasys, CTM, Business Analysis, Business Continuity..., SWIFT messaging, Microsoft SQL Server, SSIS, SSRS, Powershell, VBScript, Server Administration, Employee Training, Communication, Remote User Support, Technical Documentation, Manage Client..., IT Project & Program..., Project Management, FIX, Equity Trading, Application Support, Management, Leadership, Advent
Education
California State University-Sacramento 2006 — 2010
B/S, Business Adminitstation - Finance
AEW Capital Management September 2012 - Present
AEW Capital Management February 2011 - September 2012
Skills
Disaster Recovery, IT Solutions, Technical Support, Windows 7 Migration, Windows XP Pro, Remote Desktop, SharePoint, OMS, Moxy, APX, Omgeo Oasys, CTM, Business Analysis, Business Continuity..., SWIFT messaging, Microsoft SQL Server, SSIS, SSRS, Powershell, VBScript, Server Administration, Employee Training, Communication, Remote User Support, Technical Documentation, Manage Client..., IT Project & Program..., Project Management, FIX, Equity Trading, Application Support, Management, Leadership, Advent
Education
California State University-Sacramento 2006 — 2010
B/S, Business Adminitstation - Finance
Alba Shkurti Alba Shkurti's AEW Capital Management Experience October 2012 - February 2014
Job Fund Financial Reporting Analyst at Eaton Vance
Industry Accounting
Experience
Eaton Vance March 2014 - Present
AEW Capital Management October 2012 - February 2014
PricewaterhouseCoopers September 2010 - October 2012
OmniGuide October 2008 - August 2010
Skills
Financial Reporting, US GAAP, Accounting, Financial Analysis, GAAP, Assurance, Internal Controls, Sarbanes-Oxley Act, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
Master of Science, Accountancy
Bentley University 2007 — 2009
Bachelor of Science, Accounting
University of Massachusetts, Amherst 2005 — 2006
Eaton Vance March 2014 - Present
AEW Capital Management October 2012 - February 2014
PricewaterhouseCoopers September 2010 - October 2012
OmniGuide October 2008 - August 2010
Skills
Financial Reporting, US GAAP, Accounting, Financial Analysis, GAAP, Assurance, Internal Controls, Sarbanes-Oxley Act, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
Master of Science, Accountancy
Bentley University 2007 — 2009
Bachelor of Science, Accounting
University of Massachusetts, Amherst 2005 — 2006
Roman Gankin, CPA's AEW Capital Management Experience July 2014 - Present
Job Portfolio Accountant at AEW Capital Management
Industry Accounting
Experience
AEW Capital Management July 2014 - Present
Ernst & Young August 2012 - June 2014
Ernst & Young June 2011 - August 2011
Skills
Accounting, External Audit, GAAP, Auditing, Financial Reporting, GoSystems, Tax, General Ledger, US GAAP, Financial Analysis, Internal Controls, Financial Statements, Corporate Tax, Financial Accounting, QuickBooks
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
MS, Accountancy
Bentley University 2007 — 2011
BS, Corporate Finance & Accounting
AEW Capital Management July 2014 - Present
Ernst & Young August 2012 - June 2014
Ernst & Young June 2011 - August 2011
Skills
Accounting, External Audit, GAAP, Auditing, Financial Reporting, GoSystems, Tax, General Ledger, US GAAP, Financial Analysis, Internal Controls, Financial Statements, Corporate Tax, Financial Accounting, QuickBooks
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
MS, Accountancy
Bentley University 2007 — 2011
BS, Corporate Finance & Accounting
Dan Jacobson Dan Jacobson's AEW Capital Management Experience February 2013 - Present
Job Commercial Real Estate Investment Advisor, High Yield Debt, Direct Acquisition Group
Industry Real Estate
Experience
AEW Capital Management February 2013 - Present
HCG October 2010 - February 2013
JMF Investment Advisory, LLC July 2009 - November 2010
CrossHarbor Capital April 2006 - June 2009
Merrill Lynch Investment Managers July 2002 - July 2004
Skills
Real Estate Investment, Real Estate Development, Real Estate Finance, Real Estate Financing, Real Estate Transactions, Real Estate Negotiation, Real Estate Investor, Structured Finance, Legal Documentation, Financial Markets, Capital Markets, Capital Markets Analysis, Commercial Real Estate, Commercial Real Estate..., Real Estate Economics, Investment Properties, Investments, Asset Management, Due Diligence, Portfolio Management, Real Estate, Finance, Acquisitions, Equities, Valuation, Financial Modeling, Funding
Education
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2002
MBA, Real Estate, Finance, Business
Cornell University
Bachelor’s Degree, Arts and Sciences
Weston High School
AEW Capital Management February 2013 - Present
HCG October 2010 - February 2013
JMF Investment Advisory, LLC July 2009 - November 2010
CrossHarbor Capital April 2006 - June 2009
Merrill Lynch Investment Managers July 2002 - July 2004
Skills
Real Estate Investment, Real Estate Development, Real Estate Finance, Real Estate Financing, Real Estate Transactions, Real Estate Negotiation, Real Estate Investor, Structured Finance, Legal Documentation, Financial Markets, Capital Markets, Capital Markets Analysis, Commercial Real Estate, Commercial Real Estate..., Real Estate Economics, Investment Properties, Investments, Asset Management, Due Diligence, Portfolio Management, Real Estate, Finance, Acquisitions, Equities, Valuation, Financial Modeling, Funding
Education
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2002
MBA, Real Estate, Finance, Business
Cornell University
Bachelor’s Degree, Arts and Sciences
Weston High School
Sean Robinson Sean Robinson's AEW Capital Management Experience July 2013 - Present
Job Real Estate Asset Management at AEW Capital Management
Industry Commercial Real Estate
Experience
AEW Capital Management July 2013 - Present
Crosspoint Associates, Inc. March 2010 - July 2013
Crosspoint Associates, Inc. August 2009 - March 2010
Creative Financial Staffing May 2008 - May 2009
PricewaterhouseCoopers September 2005 - May 2008
Fidelity Investments 2003 - 2003
Skills
Due Diligence, Financial Modeling, Real Estate, Microsoft Excel, Financial Analysis, Cash Flow Forecasting, Commercial Real Estate, Microsoft Word, Argus Modeling, Skyline, Commercial Real Estate..., Budget Process, DCF Valuation, Asset-Level Business..., Leasing Analysis, Asset Management
Education
Isenberg School of Management, UMass Amherst 2005 — 2006
MS, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
BBA, Accounting (Major), Psychology (Minor)
California State University-Northridge 2004 — 2004
Marshfield High School 1996 — 2001
Boston University
Certificate (In Progress), Commercial Real Estate / Real Estate Finance
AEW Capital Management July 2013 - Present
Crosspoint Associates, Inc. March 2010 - July 2013
Crosspoint Associates, Inc. August 2009 - March 2010
Creative Financial Staffing May 2008 - May 2009
PricewaterhouseCoopers September 2005 - May 2008
Fidelity Investments 2003 - 2003
Skills
Due Diligence, Financial Modeling, Real Estate, Microsoft Excel, Financial Analysis, Cash Flow Forecasting, Commercial Real Estate, Microsoft Word, Argus Modeling, Skyline, Commercial Real Estate..., Budget Process, DCF Valuation, Asset-Level Business..., Leasing Analysis, Asset Management
Education
Isenberg School of Management, UMass Amherst 2005 — 2006
MS, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
BBA, Accounting (Major), Psychology (Minor)
California State University-Northridge 2004 — 2004
Marshfield High School 1996 — 2001
Boston University
Certificate (In Progress), Commercial Real Estate / Real Estate Finance
Bobby Bransfield Bobby Bransfield's AEW Capital Management Experience April 2011 - Present
Job Associate data developer at AEW Capital Management
Industry Financial Services
Experience
AEW Capital Management April 2011 - Present
Brigham and Women's Hospital June 2006 - April 2011
Bresco,Inc May 2002 - June 2006
Skills
SQL, Microsoft SQL Server, Data Warehousing, ETL, Databases, Business Intelligence, T-SQL, Business Analysis, Data Modeling, SSIS, SSRS, Requirements Analysis, VBA
Education
Babson College 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Norwich University 2001 — 2002
Business Administration and Management, General
AEW Capital Management April 2011 - Present
Brigham and Women's Hospital June 2006 - April 2011
Bresco,Inc May 2002 - June 2006
Skills
SQL, Microsoft SQL Server, Data Warehousing, ETL, Databases, Business Intelligence, T-SQL, Business Analysis, Data Modeling, SSIS, SSRS, Requirements Analysis, VBA
Education
Babson College 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Norwich University 2001 — 2002
Business Administration and Management, General
Jennifer McGurty's AEW Capital Management Experience 2002 - Present
Job Vice President at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management 2002 - Present
Arthur Andersen 2000 - 2002
Millard Group January 1997 - June 2000
Skills
Budgets, Valuation, Real Estate Economics, Asset Managment, Asset Management, Real Estate, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2011
MBA, Concentration Real Estate and Entrepreneurship
Bentley University 1997 — 2001
Bachelor's degree, Accounting
AEW Capital Management 2002 - Present
Arthur Andersen 2000 - 2002
Millard Group January 1997 - June 2000
Skills
Budgets, Valuation, Real Estate Economics, Asset Managment, Asset Management, Real Estate, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2011
MBA, Concentration Real Estate and Entrepreneurship
Bentley University 1997 — 2001
Bachelor's degree, Accounting
David Onorato, CPA's AEW Capital Management Experience March 2005 - Present
Job Vice President at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management March 2005 - Present
LODESTAR Corporation February 2003 - March 2005
eRoom Technology October 2000 - February 2003
Ernst & Young September 1997 - October 2000
Skills
Financial Accounting, Residential Land..., Due Diligence, Financial Modeling, Financial Analysis, Valuation, Asset Managment, Real Estate Economics, Financial Reporting, Acquisitions, CPA, Real Estate, Accounting, Investments, Forecasting, Auditing, Internal Controls, Finance
Education
Babson College 1993 — 1997
Bachelors, Accounting
Quabbin Regional High School 1989 — 1993
AEW Capital Management March 2005 - Present
LODESTAR Corporation February 2003 - March 2005
eRoom Technology October 2000 - February 2003
Ernst & Young September 1997 - October 2000
Skills
Financial Accounting, Residential Land..., Due Diligence, Financial Modeling, Financial Analysis, Valuation, Asset Managment, Real Estate Economics, Financial Reporting, Acquisitions, CPA, Real Estate, Accounting, Investments, Forecasting, Auditing, Internal Controls, Finance
Education
Babson College 1993 — 1997
Bachelors, Accounting
Quabbin Regional High School 1989 — 1993
Amy Feeley Amy Feeley's AEW Capital Management Experience December 2014 - Present
Job Assistant Vice President at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management December 2014 - Present
AEW Capital Management February 2011 - December 2014
Alliant Insurance Services December 2008 - December 2010
DiCicco, Gulman & Company October 2005 - October 2008
Skills
Accounting, General Ledger, Financial Reporting, GAAP, Auditing, Financial Accounting, Real Estate
Education
Bentley University 2005 — 2006
Master of Science, Accounting
Quinnipiac University 2001 — 2005
Bachelor of Science, Accounting
AEW Capital Management December 2014 - Present
AEW Capital Management February 2011 - December 2014
Alliant Insurance Services December 2008 - December 2010
DiCicco, Gulman & Company October 2005 - October 2008
Skills
Accounting, General Ledger, Financial Reporting, GAAP, Auditing, Financial Accounting, Real Estate
Education
Bentley University 2005 — 2006
Master of Science, Accounting
Quinnipiac University 2001 — 2005
Bachelor of Science, Accounting
Matthew Klein, CFA's AEW Capital Management Experience September 2015 - Present
Job Acquisitions & Portfolio Management at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management September 2015 - Present
AEW Capital Management June 2014 - Present
Kellogg School of Management August 2013 - Present
Prudential Mortgage Capital Company July 2012 - June 2013
Prudential Mortgage Capital Company May 2011 - July 2012
Prudential Mortgage Capital Company July 2009 - May 2011
Fidelity Investments May 2008 - August 2008
Lehman Brothers February 2008 - May 2008
Skills
Real Estate, Real Estate Development, Real Estate Investment, Real Estate Finance, Real Estate Financing, Real Estate Transactions, Real Estate Negotiation, Portfolio Management, Portfolio Strategy, Portfolio Optimization, Credit Portfolio..., Construction Loans, Risk Management, Real Estate Economics, Corporate Finance, Investments, Valuation, Commercial Real Estate, Loans
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Real Estate, Finance and Social Enterprise
Cornell University 2005 — 2009
Bachelor of Science (BS), Hospitality Administration, Minor in Real Estate
Newton North High School 2001 — 2005
AEW Capital Management September 2015 - Present
AEW Capital Management June 2014 - Present
Kellogg School of Management August 2013 - Present
Prudential Mortgage Capital Company July 2012 - June 2013
Prudential Mortgage Capital Company May 2011 - July 2012
Prudential Mortgage Capital Company July 2009 - May 2011
Fidelity Investments May 2008 - August 2008
Lehman Brothers February 2008 - May 2008
Skills
Real Estate, Real Estate Development, Real Estate Investment, Real Estate Finance, Real Estate Financing, Real Estate Transactions, Real Estate Negotiation, Portfolio Management, Portfolio Strategy, Portfolio Optimization, Credit Portfolio..., Construction Loans, Risk Management, Real Estate Economics, Corporate Finance, Investments, Valuation, Commercial Real Estate, Loans
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Real Estate, Finance and Social Enterprise
Cornell University 2005 — 2009
Bachelor of Science (BS), Hospitality Administration, Minor in Real Estate
Newton North High School 2001 — 2005
Margie Carpenter, CFP®, CDFA™ Margie Carpenter, CFP®, CDFA™'s AEW Capital Management Experience June 1981 - June 1982
Job Investment advisor / divorce planner for women.
Industry Investment Management
Experience
Bell Tower Advisors, LLC March 2010 - Present
Hawthorn, A PNC Company 2008 - March 2010
MAI Wealth Advisors, LLC 2004 - 2008
Chess Financial 2003 - 2004
Morningstar 1999 - 2000
Inside Information 1998 - 1999
Key Bank 1996 - 1998
Spero-Smith Investment Advisors 1992 - 1996
GE Capital August 1985 - July 1989
AEW Capital Management June 1981 - June 1982
Skills
Asset Allocation, Investments, Investment Advisory, Portfolio Management, Mutual Funds, Financial Advisory, Wealth Management, ETFs, Estate Planning, Alternative Investments, Research, Asset Management, Investment Strategies, Analysis, IRA's, Financial Planning, Certified Divorce..., Investment Management, Wealth, Finance, Personal Finance, Certified Financial...
Education
Institute for Divorce Financial Analysts 2012 — 2013
CDFA, Certified Divorce Financial Analyst
College for Financial Planning 1996 — 2002
CFP, Financial Planning, Investments
Emory University - Goizueta Business School 1983 — 1985
MBA, Finance, Marketing
Bates College 1975 — 1979
B.A., French
Hathaway Brown 1969 — 1975
HS Diploma, college prep
Bell Tower Advisors, LLC March 2010 - Present
Hawthorn, A PNC Company 2008 - March 2010
MAI Wealth Advisors, LLC 2004 - 2008
Chess Financial 2003 - 2004
Morningstar 1999 - 2000
Inside Information 1998 - 1999
Key Bank 1996 - 1998
Spero-Smith Investment Advisors 1992 - 1996
GE Capital August 1985 - July 1989
AEW Capital Management June 1981 - June 1982
Skills
Asset Allocation, Investments, Investment Advisory, Portfolio Management, Mutual Funds, Financial Advisory, Wealth Management, ETFs, Estate Planning, Alternative Investments, Research, Asset Management, Investment Strategies, Analysis, IRA's, Financial Planning, Certified Divorce..., Investment Management, Wealth, Finance, Personal Finance, Certified Financial...
Education
Institute for Divorce Financial Analysts 2012 — 2013
CDFA, Certified Divorce Financial Analyst
College for Financial Planning 1996 — 2002
CFP, Financial Planning, Investments
Emory University - Goizueta Business School 1983 — 1985
MBA, Finance, Marketing
Bates College 1975 — 1979
B.A., French
Hathaway Brown 1969 — 1975
HS Diploma, college prep
Chad Iverson Chad Iverson's AEW Capital Management Experience August 1995 - May 1999
Job Senior Vice President at Menlo Equities
Industry Real Estate
Experience
Menlo Equities May 1999 - Present
Injekt January 2011 - Present
AEW Capital Management August 1995 - May 1999
Skills
Real Estate Investment, Investment Properties, Asset Management, Portfolio Management, Strategic Planning, Dispositions, Contract Negotiation, Asset Managment, Disposition, Acquisitions, Commercial Real Estate, Leases, Real Estate Development, Real Estate Transactions, Due Diligence, Lease Negotiations, Real Estate Private..., Commercial Real Estate..., Real Estate Acquisitions, Financial Modeling, Landlords, Mergers & Acquisitions, Real Estate Economics
Education
Claremont McKenna College 1991 — 1995
BA, Economics with Honors
Brophy College Prep 1987 — 1991
Menlo Equities May 1999 - Present
Injekt January 2011 - Present
AEW Capital Management August 1995 - May 1999
Skills
Real Estate Investment, Investment Properties, Asset Management, Portfolio Management, Strategic Planning, Dispositions, Contract Negotiation, Asset Managment, Disposition, Acquisitions, Commercial Real Estate, Leases, Real Estate Development, Real Estate Transactions, Due Diligence, Lease Negotiations, Real Estate Private..., Commercial Real Estate..., Real Estate Acquisitions, Financial Modeling, Landlords, Mergers & Acquisitions, Real Estate Economics
Education
Claremont McKenna College 1991 — 1995
BA, Economics with Honors
Brophy College Prep 1987 — 1991
Danielle Burke Danielle Burke's AEW Capital Management Experience 1997 - 1999
Job Owner, Burke Accounting Associates
Industry Accounting
Experience
Burke Accounting Associates January 2012 - Present
enLabel Global Services September 2001 - Present
Anova Consulting Group August 2014 - November 2014
AEW Capital Management 1997 - 1999
InterGen 1996 - 1997
Copley Real Estate Advisors 1994 - 1996
Travelers 1992 - 1994
Skills
Finance, Financial Reporting, Accounting, ADP Payroll, Account Management, Corporate Finance, Financial Analysis, Project Management, Human Resources, Management, Tax Preparation, Microsoft Office
Education
Central Connecticut State University 1988 — 1992
BS Finance, Finance
Burke Accounting Associates January 2012 - Present
enLabel Global Services September 2001 - Present
Anova Consulting Group August 2014 - November 2014
AEW Capital Management 1997 - 1999
InterGen 1996 - 1997
Copley Real Estate Advisors 1994 - 1996
Travelers 1992 - 1994
Skills
Finance, Financial Reporting, Accounting, ADP Payroll, Account Management, Corporate Finance, Financial Analysis, Project Management, Human Resources, Management, Tax Preparation, Microsoft Office
Education
Central Connecticut State University 1988 — 1992
BS Finance, Finance
Jamen Voss, CPA's AEW Capital Management Experience 2011 - 2013
Job Manager, Investor Reporting at Landmark Apartment Trust
Industry Real Estate
Experience
Landmark Apartment Trust September 2013 - Present
AEW Capital Management 2011 - 2013
AEW Capital Management 2005 - 2010
Bank of America 2003 - 2005
McGladrey & Pullen 2001 - 2003
Skills
Accounting, Due Diligence, Auditing, Finance, Budgets, Internal Controls, Investments, GAAP, Real Estate, Management, Accounts Payable, Business Planning
Education
Boston University 2005 — 2008
Certificate, Real Estate Finance
Appalachian State University 2000 — 2001
MSA, Accounting
Appalachian State University 1997 — 2000
BSBA, Accounting
Landmark Apartment Trust September 2013 - Present
AEW Capital Management 2011 - 2013
AEW Capital Management 2005 - 2010
Bank of America 2003 - 2005
McGladrey & Pullen 2001 - 2003
Skills
Accounting, Due Diligence, Auditing, Finance, Budgets, Internal Controls, Investments, GAAP, Real Estate, Management, Accounts Payable, Business Planning
Education
Boston University 2005 — 2008
Certificate, Real Estate Finance
Appalachian State University 2000 — 2001
MSA, Accounting
Appalachian State University 1997 — 2000
BSBA, Accounting
Sara Pacelle Sara Pacelle's AEW Capital Management Experience 1987 - 1991
Job Development Professional | Relationship Builder | Career Advisor and Strategist
Industry Philanthropy
Experience
Boston Health Care for the Homeless Program March 2015 - Present
NorthBridge Career Partners October 2010 - Present
Posse Foundation October 2010 - Present
Transition Solutions July 2013 - March 2015
Examiner.com June 2011 - March 2015
The Grommet September 2008 - March 2012
Versailles Group, Ltd. 2006 - 2008
Independent Sector 1997 - 2005
Boylston Capital Advisors 1991 - 1996
AEW Capital Management 1987 - 1991
Skills
Career Counseling, Career Development, Resume Writing, Interviews, Job Search Strategies, Social Media, Career Management, Building Relationships, Interview Preparation, Business Development, LinkedIn, Coaching, Recruiting, Cover Letters, Business Advisory, Relationship Building, Strategy, Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
College of the Holy Cross
BA
National Career Development Association
Global Career Development Facilitator
Boston Health Care for the Homeless Program March 2015 - Present
NorthBridge Career Partners October 2010 - Present
Posse Foundation October 2010 - Present
Transition Solutions July 2013 - March 2015
Examiner.com June 2011 - March 2015
The Grommet September 2008 - March 2012
Versailles Group, Ltd. 2006 - 2008
Independent Sector 1997 - 2005
Boylston Capital Advisors 1991 - 1996
AEW Capital Management 1987 - 1991
Skills
Career Counseling, Career Development, Resume Writing, Interviews, Job Search Strategies, Social Media, Career Management, Building Relationships, Interview Preparation, Business Development, LinkedIn, Coaching, Recruiting, Cover Letters, Business Advisory, Relationship Building, Strategy, Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
College of the Holy Cross
BA
National Career Development Association
Global Career Development Facilitator
Allison Corter Allison Corter's AEW Capital Management Experience November 2005 - Present
Job Vice President at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management November 2005 - Present
O'Connor & Drew, P.C. September 2002 - October 2005
Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, GAAP, CPA
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
Bachelor of Science (BS), Accounting
Boston Latin School 1992 — 1998
High School
AEW Capital Management November 2005 - Present
O'Connor & Drew, P.C. September 2002 - October 2005
Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, GAAP, CPA
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
Bachelor of Science (BS), Accounting
Boston Latin School 1992 — 1998
High School
Jeffrey (J.Paul) Gardella's AEW Capital Management Experience June 2011 - August 2011
Job Medical Device Sales Associate at Kairos Surgical
Industry Medical Devices
Experience
Kairos Surgical / Arthrex April 2015 - Present
Atlas Distributing, Inc. May 2013 - March 2015
Assumption College August 2011 - May 2013
MFS Financial Services May 2012 - August 2012
AEW Capital Management June 2011 - August 2011
Hopkinton Country Club May 2008 - August 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Public Speaking, Time Management, Facebook, Customer Service, Economics, Outlook, Social Networking, Teamwork, Leadership, Social Media Marketing, Data Analysis, Access, Sales, Account Management, Strategic Planning
Education
Assumption College 2009 — 2013
Bachelor of Science (BS), Economics
Kairos Surgical / Arthrex April 2015 - Present
Atlas Distributing, Inc. May 2013 - March 2015
Assumption College August 2011 - May 2013
MFS Financial Services May 2012 - August 2012
AEW Capital Management June 2011 - August 2011
Hopkinton Country Club May 2008 - August 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Public Speaking, Time Management, Facebook, Customer Service, Economics, Outlook, Social Networking, Teamwork, Leadership, Social Media Marketing, Data Analysis, Access, Sales, Account Management, Strategic Planning
Education
Assumption College 2009 — 2013
Bachelor of Science (BS), Economics
Keshav Agnihotri's AEW Capital Management Experience November 2014 - Present
Job Associate at AEW Capital Management
Industry Financial Services
Experience
AEW Capital Management November 2014 - Present
KeyBanc Capital Markets July 2012 - November 2014
GE Healthcare May 2011 - August 2011
Apple Inc. July 2010 - May 2011
Merrill Lynch June 2010 - December 2010
Harvard Business School Publishing June 2009 - August 2009
Skills
Financial Modeling, Valuation, Capital IQ, LBO, Microsoft Excel
Education
Boston University 2008 — 2012
Bachelors of Science and Business Administration, Finance
Sharon High School 2004 — 2008
AEW Capital Management November 2014 - Present
KeyBanc Capital Markets July 2012 - November 2014
GE Healthcare May 2011 - August 2011
Apple Inc. July 2010 - May 2011
Merrill Lynch June 2010 - December 2010
Harvard Business School Publishing June 2009 - August 2009
Skills
Financial Modeling, Valuation, Capital IQ, LBO, Microsoft Excel
Education
Boston University 2008 — 2012
Bachelors of Science and Business Administration, Finance
Sharon High School 2004 — 2008
Jonathan Sammarco's AEW Capital Management Experience June 2009 - March 2010
Job Structured Finance Relationship Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank July 2014 - Present
RSA The Security Division of EMC June 2012 - July 2014
G2 Capital Advisors August 2011 - April 2012
Essex Investment Management September 2010 - December 2010
AEW Capital Management June 2009 - March 2010
Skills
Market Research, Start-ups, Mergers, Program Management, Bloomberg, Leadership, Finance, Analysis, Mergers & Acquisitions, Due Diligence, Valuation, Financial Modeling, Accounting, Financial Analysis, Corporate Finance, Securities, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
MBA, Investments
U.S. Bank July 2014 - Present
RSA The Security Division of EMC June 2012 - July 2014
G2 Capital Advisors August 2011 - April 2012
Essex Investment Management September 2010 - December 2010
AEW Capital Management June 2009 - March 2010
Skills
Market Research, Start-ups, Mergers, Program Management, Bloomberg, Leadership, Finance, Analysis, Mergers & Acquisitions, Due Diligence, Valuation, Financial Modeling, Accounting, Financial Analysis, Corporate Finance, Securities, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
MBA, Investments
Neil MacLellan, CPA's AEW Capital Management Experience June 2014 - Present
Job Associate at AEW Capital Management
Industry Accounting
Experience
AEW Capital Management June 2014 - Present
Skills
US GAAP, Internal Controls, Auditing, CPA, Financial Accounting, Financial Reporting, Accounting, IFRS, Financial Analysis, External Audit
Education
Boston College - Carroll School of Management 2010 — 2010
Master of Science (M.S.) in Accounting
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science (BS) in Management, Accounting and Finance
AEW Capital Management June 2014 - Present
Skills
US GAAP, Internal Controls, Auditing, CPA, Financial Accounting, Financial Reporting, Accounting, IFRS, Financial Analysis, External Audit
Education
Boston College - Carroll School of Management 2010 — 2010
Master of Science (M.S.) in Accounting
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science (BS) in Management, Accounting and Finance
Siobhan Finicane's AEW Capital Management Experience August 2015 - Present
Job Associate of Acquisitions and Capital Markets at AEW Capital Management
Industry Commercial Real Estate
Experience
AEW Capital Management August 2015 - Present
Prudential Financial February 2013 - August 2015
Coldwell Banker Real Estate July 2012 - February 2013
Boston Equity LTD. 2011 - 2012
ITF Pro Circuit 2010 - 2011
Skills
Real Estate, Real Estate Transactions, Brokerage, Real Estate Finance, Financial modeling, Investments, Commercial Real Estate..., Real Estate Development, Argus Commercial Real..., Excel, Valuation, Equity research, Due Diligence, Bloomberg
Education
Pomona College 2006 — 2010
Bachelor of Arts (B.A.), Psychology/Neuroscience, 3.8/4.0
Harvard University Extension 2010 — 2011
Finance
Boston University 2012 — 2014
School of Professional Education, Graduate Certificate in Real Estate Finance
AEW Capital Management August 2015 - Present
Prudential Financial February 2013 - August 2015
Coldwell Banker Real Estate July 2012 - February 2013
Boston Equity LTD. 2011 - 2012
ITF Pro Circuit 2010 - 2011
Skills
Real Estate, Real Estate Transactions, Brokerage, Real Estate Finance, Financial modeling, Investments, Commercial Real Estate..., Real Estate Development, Argus Commercial Real..., Excel, Valuation, Equity research, Due Diligence, Bloomberg
Education
Pomona College 2006 — 2010
Bachelor of Arts (B.A.), Psychology/Neuroscience, 3.8/4.0
Harvard University Extension 2010 — 2011
Finance
Boston University 2012 — 2014
School of Professional Education, Graduate Certificate in Real Estate Finance
Kent Wittler Kent Wittler's AEW Capital Management Experience September 1992 - Present
Job Vice President and Treasurer
Industry Real Estate
Experience
AEW Capital Management September 1992 - Present
Skills
Due Diligence, Valuation, Foreign Policy, Investments, Asset Management, Financial Analysis, Private Equity, Portfolio Management, Program Management
Education
Tufts University - The Fletcher School of Law and Diplomacy 2006 — 2007
M.A., International Relations
Boston University
Bachelor of Science (B.S.), Business
Robert College
Williston Northampton School
AEW Capital Management September 1992 - Present
Skills
Due Diligence, Valuation, Foreign Policy, Investments, Asset Management, Financial Analysis, Private Equity, Portfolio Management, Program Management
Education
Tufts University - The Fletcher School of Law and Diplomacy 2006 — 2007
M.A., International Relations
Boston University
Bachelor of Science (B.S.), Business
Robert College
Williston Northampton School
Anthony Sinopoli Anthony Sinopoli's AEW Capital Management Experience July 2002 - February 2003
Job QA Engineer at SolidWorks
Industry Computer Software
Experience
SolidWorks September 2008 - Present
Intellego Solutions June 2003 - December 2005
AEW Capital Management July 2002 - February 2003
Northrop Grumman Information Systems August 1995 - April 2002
Skills
Matlab, Software Engineering, C++, Unix, Software Development, Product Development, Testing, Windows, PL/SQL, Data Analysis, Solidworks, Data Warehousing, Project Management, Labview, Engineering, CAD, Pro Engineer, Simulink
Education
University of Massachusetts at Lowell 2005 — 2008
BS, Mechanical Engineering
Boston University 1997 — 2000
MS, Computer Science
Marist College 1993 — 1995
BS, Computer Information Systems
SolidWorks September 2008 - Present
Intellego Solutions June 2003 - December 2005
AEW Capital Management July 2002 - February 2003
Northrop Grumman Information Systems August 1995 - April 2002
Skills
Matlab, Software Engineering, C++, Unix, Software Development, Product Development, Testing, Windows, PL/SQL, Data Analysis, Solidworks, Data Warehousing, Project Management, Labview, Engineering, CAD, Pro Engineer, Simulink
Education
University of Massachusetts at Lowell 2005 — 2008
BS, Mechanical Engineering
Boston University 1997 — 2000
MS, Computer Science
Marist College 1993 — 1995
BS, Computer Information Systems
Nate Munson Nate Munson's AEW Capital Management Experience January 2012 - Present
Job VP Acquisitions at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management January 2012 - Present
AEW Capital Management July 2007 - December 2011
AEW Capital Management May 2005 - June 2007
Harsch Investment Properties 2004 - 2005
CBRE Global Investors 2003 - 2004
American Realty Advisors June 2002 - August 2002
KinderCare Learning Centers 2000 - 2001
Fred Meyer 1999 - 2000
Skills
Real Estate Acquisition, Due Diligence, Asset Management, Financial Analysis, Real Estate Finance, Argus, Excel, GIS, Corporate Real Estate, Negotiation, Financial Modeling, Real Estate Investment, Joint Ventures, Leases, Site Selection, Real Estate Economics, Microsoft Excel, Acquisitions, Asset Managment, Finance, Investment Properties, Location Intelligence
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA
Brigham Young University 1993 — 1999
BS
AEW Capital Management January 2012 - Present
AEW Capital Management July 2007 - December 2011
AEW Capital Management May 2005 - June 2007
Harsch Investment Properties 2004 - 2005
CBRE Global Investors 2003 - 2004
American Realty Advisors June 2002 - August 2002
KinderCare Learning Centers 2000 - 2001
Fred Meyer 1999 - 2000
Skills
Real Estate Acquisition, Due Diligence, Asset Management, Financial Analysis, Real Estate Finance, Argus, Excel, GIS, Corporate Real Estate, Negotiation, Financial Modeling, Real Estate Investment, Joint Ventures, Leases, Site Selection, Real Estate Economics, Microsoft Excel, Acquisitions, Asset Managment, Finance, Investment Properties, Location Intelligence
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA
Brigham Young University 1993 — 1999
BS
Bill Weidman, CPA Bill Weidman, CPA's AEW Capital Management Experience June 2000 - January 2005
Job AVP Alternative Investment Solutions at State Street
Industry Accounting
Experience
State Street April 2012 - Present
Eaton Vance December 2011 - March 2012
GID Investment Advisers LLC March 2008 - November 2011
Municipal Mortgage & Equity January 2005 - February 2008
AEW Capital Management June 2000 - January 2005
Ziner & Company December 1993 - June 2000
American Express Tax & Business Services 1998 - 2000
Skills
Accounting, Real Estate, Supervisory Experience, Performance Measurement, GAAP, Financial Reporting, Excel, Investment Properties, Private Equity, IFRS, Internal Controls, Microsoft Excel, Auditing, Finance, Forecasting, Financial Analysis, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1993
MBA, Accountancy
Union College 1985 — 1989
BA, Political Science/History
State Street April 2012 - Present
Eaton Vance December 2011 - March 2012
GID Investment Advisers LLC March 2008 - November 2011
Municipal Mortgage & Equity January 2005 - February 2008
AEW Capital Management June 2000 - January 2005
Ziner & Company December 1993 - June 2000
American Express Tax & Business Services 1998 - 2000
Skills
Accounting, Real Estate, Supervisory Experience, Performance Measurement, GAAP, Financial Reporting, Excel, Investment Properties, Private Equity, IFRS, Internal Controls, Microsoft Excel, Auditing, Finance, Forecasting, Financial Analysis, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1993
MBA, Accountancy
Union College 1985 — 1989
BA, Political Science/History
Eric Ruehle Eric Ruehle's AEW Capital Management Experience May 2004 - August 2005
Job Senior Vice President at Sitex Group
Industry Real Estate
Experience
Sitex Group February 2014 - Present
Los Angeles Transportation Club June 2009 - September 2014
CenterPoint Properties August 2011 - February 2014
First Industrial Realty Trust August 2005 - December 2010
AEW Capital Management May 2004 - August 2005
Skills
Dispositions, Leases, Real Estate Transactions, Real Estate, Real Estate Development, Real Estate Economics, Brokerage, Investment Properties, Asset Management, Valuation, Disposition, Portfolio Management, Investments, Location Intelligence, Acquisitions, Strategy, Commercial Real Estate, Due Diligence, Negotiation, Management, Mergers & Acquisitions, Corporate Real Estate, Business Development
Education
Arizona State University - W. P. Carey School of Business 2000 — 2004
Bachelor of Science, Finance
Sitex Group February 2014 - Present
Los Angeles Transportation Club June 2009 - September 2014
CenterPoint Properties August 2011 - February 2014
First Industrial Realty Trust August 2005 - December 2010
AEW Capital Management May 2004 - August 2005
Skills
Dispositions, Leases, Real Estate Transactions, Real Estate, Real Estate Development, Real Estate Economics, Brokerage, Investment Properties, Asset Management, Valuation, Disposition, Portfolio Management, Investments, Location Intelligence, Acquisitions, Strategy, Commercial Real Estate, Due Diligence, Negotiation, Management, Mergers & Acquisitions, Corporate Real Estate, Business Development
Education
Arizona State University - W. P. Carey School of Business 2000 — 2004
Bachelor of Science, Finance
Lindsay Xhillari Lindsay Xhillari's AEW Capital Management Experience May 2004 - September 2012
Job Accounting Manager at CBRE Global Investment Administration (GIA)
Industry Real Estate
Experience
CBRE September 2012 - Present
AEW Capital Management May 2004 - September 2012
Skills
MRI Software, Yardi Voyager, Yardi Enterprise, Quickbooks, Quicken, Glovia, FAS Asset Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Financial Variance..., Financial Accounting, Monthly Closing, Accounting Applications, Accounting, Real Estate, QuickBooks, Financial Analysis
Education
Boston University 2009 — 2010
Certificate of Real Estate Finance
Minnesota State University, Mankato 1999 — 2003
BS, Finance, International Business
CBRE September 2012 - Present
AEW Capital Management May 2004 - September 2012
Skills
MRI Software, Yardi Voyager, Yardi Enterprise, Quickbooks, Quicken, Glovia, FAS Asset Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Financial Variance..., Financial Accounting, Monthly Closing, Accounting Applications, Accounting, Real Estate, QuickBooks, Financial Analysis
Education
Boston University 2009 — 2010
Certificate of Real Estate Finance
Minnesota State University, Mankato 1999 — 2003
BS, Finance, International Business
Jay Willoughby Jay Willoughby's AEW Capital Management Experience January 1995 - October 1997
Job Chief Investment Officer at Alaska Permanent Fund
Industry Investment Management
Experience
Alaska Permanent Fund November 2011 - Present
Ironbound Capital Management September 2006 - October 2011
MLIM Private Investors April 2003 - August 2006
Head of Research - MLIM Equity Funds May 2000 - August 2006
Merrill Lynch Real Estate Fund November 1997 - May 2001
AEW Capital Management January 1995 - October 1997
The Crabbe-Huson Company April 1986 - December 1994
Black & Company January 1984 - March 1986
Skills
Portfolio Management, Asset Allocation, Hedge Funds, Alternative Investments, Asset Managment, Investments, Equities, Venture Capital, Securities, Equity Valuation, Asset Management, Institutional..., Mutual Funds, Private Equity, Bloomberg, Investment Strategies, Trading, Equity Research, Valuation, Fixed Income, Series 63, ETFs, Bonds, Investment Management, Wealth Management, Emerging Markets, Derivatives, Funding, Real Estate, Fund Of Funds, Series 7, Capital Markets, Structured Products, Investment Banking, Due Diligence, Options, Financial Risk, Financial Markets, Financial Modeling, Investment Advisory, Financial Advisory, Financial Structuring, Equity Trading
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance
Pomona College 1977 — 1981
B.A., Biology
Alaska Permanent Fund November 2011 - Present
Ironbound Capital Management September 2006 - October 2011
MLIM Private Investors April 2003 - August 2006
Head of Research - MLIM Equity Funds May 2000 - August 2006
Merrill Lynch Real Estate Fund November 1997 - May 2001
AEW Capital Management January 1995 - October 1997
The Crabbe-Huson Company April 1986 - December 1994
Black & Company January 1984 - March 1986
Skills
Portfolio Management, Asset Allocation, Hedge Funds, Alternative Investments, Asset Managment, Investments, Equities, Venture Capital, Securities, Equity Valuation, Asset Management, Institutional..., Mutual Funds, Private Equity, Bloomberg, Investment Strategies, Trading, Equity Research, Valuation, Fixed Income, Series 63, ETFs, Bonds, Investment Management, Wealth Management, Emerging Markets, Derivatives, Funding, Real Estate, Fund Of Funds, Series 7, Capital Markets, Structured Products, Investment Banking, Due Diligence, Options, Financial Risk, Financial Markets, Financial Modeling, Investment Advisory, Financial Advisory, Financial Structuring, Equity Trading
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance
Pomona College 1977 — 1981
B.A., Biology
Scott Saganich's AEW Capital Management Experience November 2012 - May 2015
Job Global IT Infrastructure Leader | Data Center and Network Security, High Availability | On sabbatical
Industry Information Technology and Services
Experience
AEW Capital Management November 2012 - May 2015
Hologic Inc. October 2006 - August 2012
Hologic October 2003 - October 2006
Hologic November 2000 - September 2003
Hologic, Inc. October 1998 - October 2001
Skills
Data Center, Information Technology, Troubleshooting, Network Administration, Virtualization, Storage Area Networks, Active Directory, Project Management, Microsoft Exchange, Firewalls, Infrastructure..., Change Management, Information Security, Network Design, Network Security, Datacenter Consolidation, Disaster Recovery, Operating Budgets, Telecommunications, Service Level Management, 21 CFR Part 11, Windows Server, Acquisition Integration, IT Audit, Backup Solutions, Solarwinds, Email Strategy, Storage Consolidation, WAN Optimization, Directory Services, Compliance, Partner Management, Data Center design, Network Monitoring Tools, MPLS VPN, IT Outsourcing, Image Archiving, File Archiving, Palo Alto, IOS Firewall, Linux System..., Solar Winds, LDAP Administration, Sun Directory Server, Enterprise Software
Education
Bridgewater State College
Bachelor of Science (BS), Psychology/Biology
AEW Capital Management November 2012 - May 2015
Hologic Inc. October 2006 - August 2012
Hologic October 2003 - October 2006
Hologic November 2000 - September 2003
Hologic, Inc. October 1998 - October 2001
Skills
Data Center, Information Technology, Troubleshooting, Network Administration, Virtualization, Storage Area Networks, Active Directory, Project Management, Microsoft Exchange, Firewalls, Infrastructure..., Change Management, Information Security, Network Design, Network Security, Datacenter Consolidation, Disaster Recovery, Operating Budgets, Telecommunications, Service Level Management, 21 CFR Part 11, Windows Server, Acquisition Integration, IT Audit, Backup Solutions, Solarwinds, Email Strategy, Storage Consolidation, WAN Optimization, Directory Services, Compliance, Partner Management, Data Center design, Network Monitoring Tools, MPLS VPN, IT Outsourcing, Image Archiving, File Archiving, Palo Alto, IOS Firewall, Linux System..., Solar Winds, LDAP Administration, Sun Directory Server, Enterprise Software
Education
Bridgewater State College
Bachelor of Science (BS), Psychology/Biology
Ross Fishman's AEW Capital Management Experience June 2013 - August 2013
Job Research Associate at Lincoln Property Company
Industry Commercial Real Estate
Experience
Lincoln Property Company July 2014 - Present
AEW Capital Management June 2013 - August 2013
Lincoln Property Company June 2011 - August 2012
Skills
Commercial Real Estate, Argus Modeling, Market Research, Commercial Real Estate..., Real Estate License, Valuation, Financial Analysis, Acquisitions
Education
Boston College 2010 — 2014
Bachelor’s Degree, B.S. in Business Administration with Concentrations in Finance, and Management & Leadership
Conard High School 2006 — 2010
High School, Liberal Arts and Sciences, GPA: 4.12/4.00, Top 5% of Class
Lincoln Property Company July 2014 - Present
AEW Capital Management June 2013 - August 2013
Lincoln Property Company June 2011 - August 2012
Skills
Commercial Real Estate, Argus Modeling, Market Research, Commercial Real Estate..., Real Estate License, Valuation, Financial Analysis, Acquisitions
Education
Boston College 2010 — 2014
Bachelor’s Degree, B.S. in Business Administration with Concentrations in Finance, and Management & Leadership
Conard High School 2006 — 2010
High School, Liberal Arts and Sciences, GPA: 4.12/4.00, Top 5% of Class
Jennifer Leibowitz, CPA's AEW Capital Management Experience June 2013 - Present
Job Associate at AEW Capital Management
Industry Accounting
Experience
AEW Capital Management June 2013 - Present
PwC January 2011 - May 2013
PwC June 2009 - August 2009
Coyle Hamilton Willis June 2008 - August 2008
Pue, Chick, Leibowitz & Blezard LLC March 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Lotus Notes, Statutory Accounting, Accounting, Quality Auditing, PCAOB standards, SEC filings, SOX 404, SEC Filings, Assurance
Education
Western New England University 2010 — 2011
Master's degree, Accounting
Bentley University 2006 — 2010
Bachelor's degree, Accounting
University College Dublin 2008 — 2008
International Business
Tolland High School
AEW Capital Management June 2013 - Present
PwC January 2011 - May 2013
PwC June 2009 - August 2009
Coyle Hamilton Willis June 2008 - August 2008
Pue, Chick, Leibowitz & Blezard LLC March 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Lotus Notes, Statutory Accounting, Accounting, Quality Auditing, PCAOB standards, SEC filings, SOX 404, SEC Filings, Assurance
Education
Western New England University 2010 — 2011
Master's degree, Accounting
Bentley University 2006 — 2010
Bachelor's degree, Accounting
University College Dublin 2008 — 2008
International Business
Tolland High School
Jason Sarno's AEW Capital Management Experience October 2014 - Present
Job Real Estate Private Equity Professional
Industry Real Estate
Experience
AEW Capital Management October 2014 - Present
The CIM Group August 2012 - September 2014
Jefferies & Company July 2010 - August 2012
Education
Boston College 2006 — 2010
Bachelor’s Degree, Finance, Economics, Corporate Reporting
Boston College High School 2002 — 2006
AEW Capital Management October 2014 - Present
The CIM Group August 2012 - September 2014
Jefferies & Company July 2010 - August 2012
Education
Boston College 2006 — 2010
Bachelor’s Degree, Finance, Economics, Corporate Reporting
Boston College High School 2002 — 2006
Jaime Russell's AEW Capital Management Experience June 2012 - October 2014
Job Associate at Boston Realty Advisors
Industry Real Estate
Experience
Boston Realty Advisors October 2014 - Present
AEW Capital Management June 2012 - October 2014
CBRE May 2011 - May 2012
Skills
Leases, Argus Modeling, Real Estate Salesperson, Real Estate Finance, Market Analysis, Lease Analysis, Social Media, PowerPoint, Real Estate, Cpr Certified, Time Management, Financial Analysis, Financial Modeling, WSI Certified, Apple, Microsoft Excel, Real Estate Development, Microsoft Word, Microsoft Office, Management, Real Estate Economics, Commercial Real Estate
Education
Boston University 2012 — 2014
Certificate in Commercial Real Estate, Real Estate
Bentley University 2010 — 2012
Bachelor of Science (B.S.), Marketing
Hingham High School 2004 — 2008
Boston Realty Advisors October 2014 - Present
AEW Capital Management June 2012 - October 2014
CBRE May 2011 - May 2012
Skills
Leases, Argus Modeling, Real Estate Salesperson, Real Estate Finance, Market Analysis, Lease Analysis, Social Media, PowerPoint, Real Estate, Cpr Certified, Time Management, Financial Analysis, Financial Modeling, WSI Certified, Apple, Microsoft Excel, Real Estate Development, Microsoft Word, Microsoft Office, Management, Real Estate Economics, Commercial Real Estate
Education
Boston University 2012 — 2014
Certificate in Commercial Real Estate, Real Estate
Bentley University 2010 — 2012
Bachelor of Science (B.S.), Marketing
Hingham High School 2004 — 2008
Andy Curtis's AEW Capital Management Experience November 2011 - March 2012
Job FP&A at HubSpot
Industry Computer Software
Experience
HubSpot May 2014 - Present
HubSpot May 2012 - May 2014
AEW Capital Management November 2011 - March 2012
State Street January 2010 - November 2011
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Bloomberg Terminal, Microsoft Office, Outlook, Salesforce.com, NetSuite, SaaS, Email Marketing, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (MBA), Entrepreneurship, Finance
Bentley University 2005 — 2009
Bachelor of Science (B.S.), Economics-Finance
HubSpot May 2014 - Present
HubSpot May 2012 - May 2014
AEW Capital Management November 2011 - March 2012
State Street January 2010 - November 2011
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Bloomberg Terminal, Microsoft Office, Outlook, Salesforce.com, NetSuite, SaaS, Email Marketing, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (MBA), Entrepreneurship, Finance
Bentley University 2005 — 2009
Bachelor of Science (B.S.), Economics-Finance
Jon Carley Jon Carley's AEW Capital Management Experience June 2013 - Present
Job VP at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management June 2013 - Present
Cornerstone Real Estate Funds September 2004 - June 2013
PGP Partners, aka, Pacific Gulf Prop. December 1997 - June 2003
Skills
Real Estate, Investment Properties, Investments, Real Estate Transactions, Real Estate Development, Financial Analysis, Asset Management, Due Diligence, Commercial Real Estate, Property Management
Education
Claremont Graduate University 1999 — 2002
Master of Business Administration (MBA)
California State University-Fullerton; Claremont Graduate University
Bachelor's degree; MBA
AEW Capital Management June 2013 - Present
Cornerstone Real Estate Funds September 2004 - June 2013
PGP Partners, aka, Pacific Gulf Prop. December 1997 - June 2003
Skills
Real Estate, Investment Properties, Investments, Real Estate Transactions, Real Estate Development, Financial Analysis, Asset Management, Due Diligence, Commercial Real Estate, Property Management
Education
Claremont Graduate University 1999 — 2002
Master of Business Administration (MBA)
California State University-Fullerton; Claremont Graduate University
Bachelor's degree; MBA
Brianne Brady's AEW Capital Management Experience July 2013 - Present
Job Associate at AEW Capital Management
Industry Accounting
Experience
AEW Capital Management July 2013 - Present
Ernst & Young September 2010 - July 2013
Clemson University Office of Budgets & Financial Planning May 2009 - December 2009
Mercer June 2008 - August 2008
Education
Northeastern University 2010 — 2010
Master of Accounting, Accounting
Clemson University - College of Business and Behavioral Science 2006 — 2009
Bachelor of Science in Accounting, Accounting
AEW Capital Management July 2013 - Present
Ernst & Young September 2010 - July 2013
Clemson University Office of Budgets & Financial Planning May 2009 - December 2009
Mercer June 2008 - August 2008
Education
Northeastern University 2010 — 2010
Master of Accounting, Accounting
Clemson University - College of Business and Behavioral Science 2006 — 2009
Bachelor of Science in Accounting, Accounting
Colleen Mulligan Colleen Mulligan's AEW Capital Management Experience September 2015 - Present
Job Analyst at AEW Capital Management
Industry Hospital & Health Care
Experience
AEW Capital Management September 2015 - Present
BioMed Realty June 2015 - September 2015
Pri-Med October 2012 - June 2015
XCM Solutions, LLC June 2011 - September 2012
Shea Training Systems June 2009 - May 2011
Skills
Customer Service, Sales Process, Salesforce.com, Lead Generation, Solution Selling, Account Management, QuickBooks, Start-ups, Process Improvement, Enterprise Software, Marketing, Management Consulting, Business Analysis, Sales, Leadership, Management, Selling, Strategy, Business Development, Sales Management, Healthcare, Medical Education, Sales Logix, PowerPoint, Sales Operations
Education
Babson College 2010 — 2012
Bachelor of Science (B.S.), Business Management
University of Massachusetts, Amherst 2008 — 2010
Isenberg School of Management
AEW Capital Management September 2015 - Present
BioMed Realty June 2015 - September 2015
Pri-Med October 2012 - June 2015
XCM Solutions, LLC June 2011 - September 2012
Shea Training Systems June 2009 - May 2011
Skills
Customer Service, Sales Process, Salesforce.com, Lead Generation, Solution Selling, Account Management, QuickBooks, Start-ups, Process Improvement, Enterprise Software, Marketing, Management Consulting, Business Analysis, Sales, Leadership, Management, Selling, Strategy, Business Development, Sales Management, Healthcare, Medical Education, Sales Logix, PowerPoint, Sales Operations
Education
Babson College 2010 — 2012
Bachelor of Science (B.S.), Business Management
University of Massachusetts, Amherst 2008 — 2010
Isenberg School of Management
Cassandra Davies, CPA's AEW Capital Management Experience April 2013 - Present
Job Associate at AEW Capital Management
Industry Accounting
Experience
AEW Capital Management April 2013 - Present
Ernst & Young September 2010 - March 2013
Market Basket July 2003 - December 2010
UniFirst Corporation July 2005 - August 2009
Ernst & Young June 2008 - August 2008
Skills
Accounting, CPA, Accounts Payable, Accounts Receivable, Auditing, Assurance, PeopleSoft, Fixed Assets, Internal Controls, US GAAP
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2009 — 2010
MSA, Accounting
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting
AEW Capital Management April 2013 - Present
Ernst & Young September 2010 - March 2013
Market Basket July 2003 - December 2010
UniFirst Corporation July 2005 - August 2009
Ernst & Young June 2008 - August 2008
Skills
Accounting, CPA, Accounts Payable, Accounts Receivable, Auditing, Assurance, PeopleSoft, Fixed Assets, Internal Controls, US GAAP
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2009 — 2010
MSA, Accounting
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting
Scott Tully Scott Tully's AEW Capital Management Experience 1991 - 1999
Job Principal, Novaya Real Estate Ventures
Industry Real Estate
Experience
Novaya Real Estate Ventures January 2012 - Present
Taurus Capital Markets 2001 - 2009
AEW Capital Management 1991 - 1999
Bank of America 1987 - 1991
Education
Tufts University - The Fletcher School of Law and Diplomacy 2009 — 2010
MA, International Affairs
Boston University Questrom School of Business 1995 — 2001
MBA, Real Estate and Finance
Yale University 1983 — 1987
BA, Economics and Political Science
Woburn High School 1979 — 1983
Novaya Real Estate Ventures January 2012 - Present
Taurus Capital Markets 2001 - 2009
AEW Capital Management 1991 - 1999
Bank of America 1987 - 1991
Education
Tufts University - The Fletcher School of Law and Diplomacy 2009 — 2010
MA, International Affairs
Boston University Questrom School of Business 1995 — 2001
MBA, Real Estate and Finance
Yale University 1983 — 1987
BA, Economics and Political Science
Woburn High School 1979 — 1983
James M. Kittler's AEW Capital Management Experience May 1993 - June 1996
Job JDJ Family Office Services
Industry Individual & Family Services
Experience
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources October 2000 - July 2012
AEGIS, LLC June 1997 - April 2000
State Street Bank July 1996 - June 1997
AEW Capital Management May 1993 - June 1996
Skills
Accounting, Financial Planning, Budgeting, Financial Reporting, High Net Worth..., Estate Planning, Strategic Financial..., Portfolio Management, Insurance, Finance, Wealth Management, Budgets, Management Consulting, Due Diligence, Asset Management, Tax, Investments, Private Equity, Management
Education
Babson College 1987 — 1991
Boston University
Certificate in Financial Planning, Financial Planning
Boston University
Real Estate Studies Program
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources October 2000 - July 2012
AEGIS, LLC June 1997 - April 2000
State Street Bank July 1996 - June 1997
AEW Capital Management May 1993 - June 1996
Skills
Accounting, Financial Planning, Budgeting, Financial Reporting, High Net Worth..., Estate Planning, Strategic Financial..., Portfolio Management, Insurance, Finance, Wealth Management, Budgets, Management Consulting, Due Diligence, Asset Management, Tax, Investments, Private Equity, Management
Education
Babson College 1987 — 1991
Boston University
Certificate in Financial Planning, Financial Planning
Boston University
Real Estate Studies Program
Matthew Tasca's AEW Capital Management Experience September 2010 - September 2012
Job Assistant Vice President at Arbor Commercial Mortgage
Industry Real Estate
Experience
Arbor Commercial Mortgage September 2012 - Present
AEW Capital Management September 2010 - September 2012
Advenir September 2009 - September 2010
Arbor Commercial Mortgage December 2007 - September 2010
The Procaccianti Group May 2006 - August 2006
Realty Financial Partners January 2006 - May 2006
Skills
Real Estate Economics, Underwriting, Investments, Due Diligence, Valuation, Finance, Sales, Portfolio Management, Loans
Education
Boston College 2003 — 2007
BS, Finance
Arbor Commercial Mortgage September 2012 - Present
AEW Capital Management September 2010 - September 2012
Advenir September 2009 - September 2010
Arbor Commercial Mortgage December 2007 - September 2010
The Procaccianti Group May 2006 - August 2006
Realty Financial Partners January 2006 - May 2006
Skills
Real Estate Economics, Underwriting, Investments, Due Diligence, Valuation, Finance, Sales, Portfolio Management, Loans
Education
Boston College 2003 — 2007
BS, Finance
J.J. Conners's AEW Capital Management Experience June 1999 - June 2001
Job President at Chestnut Hill Investments and Senior Managing Partner at Fairlead Commercial Real Estate Florida
Industry Real Estate
Experience
Chestnut Hill Investments July 2006 - Present
Fairlead Commercial Real Estate Florida December 2012 - Present
Flagler Development Company July 2001 - June 2006
AEW Capital Management June 1999 - June 2001
Skills
Real Estate Economics, Real Estate Development
Education
Boston College 1992 — 1994
Master's degree, Economics
Boston College 1988 — 1992
Bachelor's degree, English and Economics
Chestnut Hill Investments July 2006 - Present
Fairlead Commercial Real Estate Florida December 2012 - Present
Flagler Development Company July 2001 - June 2006
AEW Capital Management June 1999 - June 2001
Skills
Real Estate Economics, Real Estate Development
Education
Boston College 1992 — 1994
Master's degree, Economics
Boston College 1988 — 1992
Bachelor's degree, English and Economics
Gary Sullivan Gary Sullivan's AEW Capital Management Experience March 1988 - June 1991
Job Wealth Advisor helping small business & real estate owners manage their finances to help enhance personal wealth
Industry Financial Services
Experience
Landmark Wealth Advisors December 1991 - Present
Capital Analysts of New England 1991 - 1993
AEW Capital Management March 1988 - June 1991
The Boston Financial Group March 1987 - March 1988
BDO Seidman, LLP January 1984 - December 1986
Davis, Clark and Company January 1982 - December 1983
Skills
Tax Reduction, Investment Management, Estate Planning, Business Succession..., Business Planning, Insurance and Risk..., Tax Management, Tax Planning, Real Estate Investment, Portfolio Management, Asset Allocation, Small Business Owners, Real Estate Owners, Estate Tax Planning, Stocks, Bonds, Mutual Funds, Alternative Investments
Education
The University of Texas at Austin 1985 — 1987
MBA, Investment Management
Bentley University 1978 — 1982
BS, Finance/Accounting
Watertown High School 1974 — 1978
Landmark Wealth Advisors December 1991 - Present
Capital Analysts of New England 1991 - 1993
AEW Capital Management March 1988 - June 1991
The Boston Financial Group March 1987 - March 1988
BDO Seidman, LLP January 1984 - December 1986
Davis, Clark and Company January 1982 - December 1983
Skills
Tax Reduction, Investment Management, Estate Planning, Business Succession..., Business Planning, Insurance and Risk..., Tax Management, Tax Planning, Real Estate Investment, Portfolio Management, Asset Allocation, Small Business Owners, Real Estate Owners, Estate Tax Planning, Stocks, Bonds, Mutual Funds, Alternative Investments
Education
The University of Texas at Austin 1985 — 1987
MBA, Investment Management
Bentley University 1978 — 1982
BS, Finance/Accounting
Watertown High School 1974 — 1978
Amy Crotty's AEW Capital Management Experience May 2011 - Present
Job Assistant Vice President at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management May 2011 - Present
AEW Capital Management March 2008 - May 2011
PricewaterhouseCoopers July 2005 - March 2008
Education
Bentley College 2005 — 2006
Master's degree, Accountancy
Bentley College 2001 — 2005
Bachelor's degree, Accountancy
Boston University
Certifcate in Real Estate Finance
AEW Capital Management May 2011 - Present
AEW Capital Management March 2008 - May 2011
PricewaterhouseCoopers July 2005 - March 2008
Education
Bentley College 2005 — 2006
Master's degree, Accountancy
Bentley College 2001 — 2005
Bachelor's degree, Accountancy
Boston University
Certifcate in Real Estate Finance
Luisa Franson Luisa Franson's AEW Capital Management Experience September 2012 - September 2014
Job Operations Associate Personal Capital
Industry Financial Services
Experience
Personal Capital November 2014 - Present
AEW Capital Management September 2012 - September 2014
BNY Mellon July 2011 - September 2012
Bank RI May 2010 - November 2010
DiMillo's Marina & Floating Restaurant May 2005 - August 2009
Skills
Teamwork, Financial Analysis, Management, PowerPoint, Accounts Payable, Microsoft Excel, Invoicing, Accounting, Finance, Financial Modeling
Education
Bryant University 2007 — 2011
Bachelor of Science, Business Administration; Finance
Personal Capital November 2014 - Present
AEW Capital Management September 2012 - September 2014
BNY Mellon July 2011 - September 2012
Bank RI May 2010 - November 2010
DiMillo's Marina & Floating Restaurant May 2005 - August 2009
Skills
Teamwork, Financial Analysis, Management, PowerPoint, Accounts Payable, Microsoft Excel, Invoicing, Accounting, Finance, Financial Modeling
Education
Bryant University 2007 — 2011
Bachelor of Science, Business Administration; Finance
Doreen Biebusch Doreen Biebusch's AEW Capital Management Experience 1996 - 1997
Job Partner at JDJ Family Office Services
Industry Financial Services
Experience
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources October 2000 - July 2012
AEGIS June 1997 - June 2000
AEW Capital Management 1996 - 1997
Aldrich Eastman & Waltch 1988 - 1997
AEW Capital Management (formerly Aldrich Eastman & Waltch) 1988 - 1997
KPMG Peat Marwick 1981 - 1988
Skills
Estate Planning, Strategic Financial..., Family Office, Financial Analysis, Tax Preparation, Family Business, Fiduciary, Gift Tax, Trusts, Estate Tax Planning, LLC, Alternative Investments, Tax, Investment Management, Venture Capital, Finance, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1981
MBA, Accounting
Skidmore College 1975 — 1979
BA, English
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources October 2000 - July 2012
AEGIS June 1997 - June 2000
AEW Capital Management 1996 - 1997
Aldrich Eastman & Waltch 1988 - 1997
AEW Capital Management (formerly Aldrich Eastman & Waltch) 1988 - 1997
KPMG Peat Marwick 1981 - 1988
Skills
Estate Planning, Strategic Financial..., Family Office, Financial Analysis, Tax Preparation, Family Business, Fiduciary, Gift Tax, Trusts, Estate Tax Planning, LLC, Alternative Investments, Tax, Investment Management, Venture Capital, Finance, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1981
MBA, Accounting
Skidmore College 1975 — 1979
BA, English
Jennifer Geiger Jennifer Geiger's AEW Capital Management Experience May 2015 - Present
Job Accounting Analyst at AEW Capital Management
Industry Accounting
Experience
AEW Capital Management May 2015 - Present
Global Partners LP September 2014 - April 2015
Air Products and Chemicals June 2012 - June 2014
Skills
SAP, Forecasting, Financial Analysis, Financial Reporting, Accounting, Sarbanes-Oxley Act, Internal Controls, Process Improvement, SAP R/3, Auditing, Microsoft Excel, Financial Accounting
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
AEW Capital Management May 2015 - Present
Global Partners LP September 2014 - April 2015
Air Products and Chemicals June 2012 - June 2014
Skills
SAP, Forecasting, Financial Analysis, Financial Reporting, Accounting, Sarbanes-Oxley Act, Internal Controls, Process Improvement, SAP R/3, Auditing, Microsoft Excel, Financial Accounting
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Saileshi Patel's AEW Capital Management Experience August 1995 - July 1997
Job
Industry Marketing and Advertising
Experience
GOOD MOOD Consulting May 2010 - Present
Insight Catastrophe Group August 2005 - May 2010
WeightWatchers.com February 2003 - July 2005
Accenture June 2001 - August 2001
GE Capital Real Estate May 1999 - July 2000
Fitch Ratings August 1997 - May 1999
AEW Capital Management August 1995 - July 1997
Skills
Cross-functional Team..., Strategic Planning, Business Strategy, Business Development, Strategic Partnerships, Competitive Analysis, Strategy, Management Consulting, Project Management, Product Management, Start-ups, Management, Marketing, Product Development, Contract Negotiation, Market Analysis, Financial Analysis, Recruiting, Sales Operations, Customer Insight, Business Process..., Analytics, Vendor Management, Financial Modeling, Business Planning, Consulting, Business Analysis, Product Marketing, Analysis, Marketing Strategy, Market Research, Marketing Management, Due Diligence, Strategic Consulting, Brand Development..., Branding & Identity, Human Resources, Consumer Insight, Finance
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA
Boston University - School of Management 1990 — 1994
Bachelors of Science in Business Adiministration
Riverside Highschool
GOOD MOOD Consulting May 2010 - Present
Insight Catastrophe Group August 2005 - May 2010
WeightWatchers.com February 2003 - July 2005
Accenture June 2001 - August 2001
GE Capital Real Estate May 1999 - July 2000
Fitch Ratings August 1997 - May 1999
AEW Capital Management August 1995 - July 1997
Skills
Cross-functional Team..., Strategic Planning, Business Strategy, Business Development, Strategic Partnerships, Competitive Analysis, Strategy, Management Consulting, Project Management, Product Management, Start-ups, Management, Marketing, Product Development, Contract Negotiation, Market Analysis, Financial Analysis, Recruiting, Sales Operations, Customer Insight, Business Process..., Analytics, Vendor Management, Financial Modeling, Business Planning, Consulting, Business Analysis, Product Marketing, Analysis, Marketing Strategy, Market Research, Marketing Management, Due Diligence, Strategic Consulting, Brand Development..., Branding & Identity, Human Resources, Consumer Insight, Finance
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA
Boston University - School of Management 1990 — 1994
Bachelors of Science in Business Adiministration
Riverside Highschool
Scott Lavigne's AEW Capital Management Experience February 2013 - July 2014
Job Business Systems Consultant at Wells Fargo
Industry Investment Management
Experience
Wells Fargo July 2014 - Present
AEW Capital Management February 2013 - July 2014
MFS Investment Management May 2012 - February 2013
Fidelity Investments August 2010 - May 2012
Fidelity Investments March 2008 - August 2010
Fidelity Investments May 2006 - March 2008
Fidelity Investments August 2004 - May 2006
Skills
Salesforce.com, Advent Rules Manager, Advent Portfolio..., Advent Moxy Trading..., Fixed Income, Project Management, Trading, Program Management, Investments, Bloomberg, Mutual Funds, Equities, Asset Management, Securities, Financial Services, Portfolio Management, Asset Allocation, Investment Management, SQL, Powershell, Leadership, Business Analysis, Business Requirements, Analysis
Education
Bentley University 2003 — 2005
Master's Degree, Finance
Colby-Sawyer College 1997 — 2001
Bachelor Degree in Science, Business Administration
Wells Fargo July 2014 - Present
AEW Capital Management February 2013 - July 2014
MFS Investment Management May 2012 - February 2013
Fidelity Investments August 2010 - May 2012
Fidelity Investments March 2008 - August 2010
Fidelity Investments May 2006 - March 2008
Fidelity Investments August 2004 - May 2006
Skills
Salesforce.com, Advent Rules Manager, Advent Portfolio..., Advent Moxy Trading..., Fixed Income, Project Management, Trading, Program Management, Investments, Bloomberg, Mutual Funds, Equities, Asset Management, Securities, Financial Services, Portfolio Management, Asset Allocation, Investment Management, SQL, Powershell, Leadership, Business Analysis, Business Requirements, Analysis
Education
Bentley University 2003 — 2005
Master's Degree, Finance
Colby-Sawyer College 1997 — 2001
Bachelor Degree in Science, Business Administration
Daniel Pollard's AEW Capital Management Experience May 2007 - July 2011
Job
Industry Real Estate
Experience
AEW Capital Management May 2007 - July 2011
AMB Property Corporation November 2004 - May 2007
John Hancock Realty Advisors February 2003 - November 2004
Education
Massachusetts Institute of Technology 2011 — 2012
Masters of Science, Real Estate Development
Babson College 1998 — 2002
Bachelor of Science, Business Administration
AEW Capital Management May 2007 - July 2011
AMB Property Corporation November 2004 - May 2007
John Hancock Realty Advisors February 2003 - November 2004
Education
Massachusetts Institute of Technology 2011 — 2012
Masters of Science, Real Estate Development
Babson College 1998 — 2002
Bachelor of Science, Business Administration
Carrie Bellerby's AEW Capital Management Experience December 2005 - Present
Job Assistant General Counsel and Senior Compliance Officer
Industry Investment Management
Experience
AEW Capital Management December 2005 - Present
Sullivan & Worcester September 2000 - November 2005
Education
Boston College Law School 1997 — 2000
JD
Clark University 1993 — 1997
AEW Capital Management December 2005 - Present
Sullivan & Worcester September 2000 - November 2005
Education
Boston College Law School 1997 — 2000
JD
Clark University 1993 — 1997
Kristin Pelkey Bradley's AEW Capital Management Experience September 2007 - January 2013
Job Making it happen
Industry Real Estate
Experience
Cushman & Wakefield August 2013 - Present
DEXUS Property Group July 2011 - February 2013
AEW Capital Management September 2007 - January 2013
AEW Capital Management February 2006 - September 2007
Skills
Real Estate Economics, Asset Managment, Valuation, Real Estate, Due Diligence, Disposition, Financial Modeling, Investments, Real Estate Transactions, Investment Properties, Real Estate Development, Acquisitions, Financial Analysis, Leases, Commercial Real Estate, Underwriting, Property Management, Private Equity, Portfolio Management, Finance, Corporate Real Estate, Real Estate Financing, Lease Negotiations, Argus Modeling, Corporate Finance, Investment Management, Real Estate Due..., Market Analysis, Investor Relations, Institutional..., Marketing, Financial Structuring, Lease Administration, Asset Management
Education
Boston University 2007 — 2009
M.S., International Banking and Finance
Loyola Marymount University 2001 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Cushman & Wakefield August 2013 - Present
DEXUS Property Group July 2011 - February 2013
AEW Capital Management September 2007 - January 2013
AEW Capital Management February 2006 - September 2007
Skills
Real Estate Economics, Asset Managment, Valuation, Real Estate, Due Diligence, Disposition, Financial Modeling, Investments, Real Estate Transactions, Investment Properties, Real Estate Development, Acquisitions, Financial Analysis, Leases, Commercial Real Estate, Underwriting, Property Management, Private Equity, Portfolio Management, Finance, Corporate Real Estate, Real Estate Financing, Lease Negotiations, Argus Modeling, Corporate Finance, Investment Management, Real Estate Due..., Market Analysis, Investor Relations, Institutional..., Marketing, Financial Structuring, Lease Administration, Asset Management
Education
Boston University 2007 — 2009
M.S., International Banking and Finance
Loyola Marymount University 2001 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Michael Dopler's AEW Capital Management Experience January 2013 - Present
Job Vice President Acquisitions at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management January 2013 - Present
AEW Capital Management January 2011 - December 2012
AEW Capital Management January 2008 - December 2010
AEW Capital Management July 2006 - December 2007
The Bascom Group August 2005 - July 2006
Skills
Financial Modeling, Commercial Real Estate, Real Estate Transactions, Real Estate, Apartments, Mixed-use, Investments, Contract Negotiation, Argus Modeling, Microsoft Excel, Joint Ventures, Real Estate Due..., Real Estate Development, Disposition, Acquisitions, Real Estate Economics
Education
California State University-Fullerton - College of Business and Economics 2002 — 2006
BA, Business Administration, Concentration in Real Estate Finance
AEW Capital Management January 2013 - Present
AEW Capital Management January 2011 - December 2012
AEW Capital Management January 2008 - December 2010
AEW Capital Management July 2006 - December 2007
The Bascom Group August 2005 - July 2006
Skills
Financial Modeling, Commercial Real Estate, Real Estate Transactions, Real Estate, Apartments, Mixed-use, Investments, Contract Negotiation, Argus Modeling, Microsoft Excel, Joint Ventures, Real Estate Due..., Real Estate Development, Disposition, Acquisitions, Real Estate Economics
Education
California State University-Fullerton - College of Business and Economics 2002 — 2006
BA, Business Administration, Concentration in Real Estate Finance
David McGeehan's AEW Capital Management Experience April 2005 - Present
Job Vice President at AEW Capital Management
Industry Commercial Real Estate
Experience
AEW Capital Management April 2005 - Present
Deutsche Asset Management April 2002 - March 2005
Skills
Real Estate, Financial Analysis, Asset Management, Excel, Financial Modeling, Valuation, Due Diligence, Investments, Budgeting, Negotiation, Underwriting, Real Estate Finance, Financial Reporting, Real Estate Development, Investment Properties, Real Estate Investment, Forecasting, Contract Negotiation, Real Estate Economics, Microsoft Excel, Asset Managment, Commercial Real Estate, Real Estate Financing, Real Estate Transactions, Disposition, Portfolio Management, Dispositions
Education
Colby College 1997 — 2001
BA, Business Administration
AEW Capital Management April 2005 - Present
Deutsche Asset Management April 2002 - March 2005
Skills
Real Estate, Financial Analysis, Asset Management, Excel, Financial Modeling, Valuation, Due Diligence, Investments, Budgeting, Negotiation, Underwriting, Real Estate Finance, Financial Reporting, Real Estate Development, Investment Properties, Real Estate Investment, Forecasting, Contract Negotiation, Real Estate Economics, Microsoft Excel, Asset Managment, Commercial Real Estate, Real Estate Financing, Real Estate Transactions, Disposition, Portfolio Management, Dispositions
Education
Colby College 1997 — 2001
BA, Business Administration
Wuehler, Brent's AEW Capital Management Experience July 2006 - January 2011
Job Financial Analyst at Madison Capital Funding
Industry Accounting
Experience
Madison Capital Funding January 2011 - Present
AEW Capital Management July 2006 - January 2011
KPMG 2003 - 2006
KPMG 2003 - 2006
Skills
Valuation, Financial Modeling, Due Diligence, Joint Ventures, Financial Analysis
Education
Brigham Young University 1996 — 2003
Master of Accounting
Madison Capital Funding January 2011 - Present
AEW Capital Management July 2006 - January 2011
KPMG 2003 - 2006
KPMG 2003 - 2006
Skills
Valuation, Financial Modeling, Due Diligence, Joint Ventures, Financial Analysis
Education
Brigham Young University 1996 — 2003
Master of Accounting
Lance Osborne's AEW Capital Management Experience 2001 - 2003
Job President, Osborne Capital Group
Industry Real Estate
Experience
Osborne Capital Group September 2003 - Present
AEW Capital Management 2001 - 2003
Education
Babson College
Osborne Capital Group September 2003 - Present
AEW Capital Management 2001 - 2003
Education
Babson College
Craig Mattison, CFA's AEW Capital Management Experience April 2004 - Present
Job Vice President at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management April 2004 - Present
City National Bank January 2003 - April 2004
Skills
Due Diligence, Valuation, Disposition, Real Estate Economics, Acquisitions, Business Planning, Investments, Asset Management, Real Estate Development, Dispositions, Investment Properties, Commercial Real Estate, Real Estate, Financial Analysis, Real Estate Transactions, Leases
Education
Ball State University - College of Business 1999 — 2002
BA, Finance
AEW Capital Management April 2004 - Present
City National Bank January 2003 - April 2004
Skills
Due Diligence, Valuation, Disposition, Real Estate Economics, Acquisitions, Business Planning, Investments, Asset Management, Real Estate Development, Dispositions, Investment Properties, Commercial Real Estate, Real Estate, Financial Analysis, Real Estate Transactions, Leases
Education
Ball State University - College of Business 1999 — 2002
BA, Finance
Rebecca Stronck's AEW Capital Management Experience September 2000 - September 2002
Job Corporate Accounting Manager at Charles River Laboratories
Industry Biotechnology
Experience
Charles River Laboratories October 2002 - November 2010
AEW Capital Management September 2000 - September 2002
Arthur Andersen September 1997 - September 2000
Education
Boston University 2001 — 2006
MBA, Finance
Isenberg School of Management, UMass Amherst 1993 — 1997
BS, Accounting
Charles River Laboratories October 2002 - November 2010
AEW Capital Management September 2000 - September 2002
Arthur Andersen September 1997 - September 2000
Education
Boston University 2001 — 2006
MBA, Finance
Isenberg School of Management, UMass Amherst 1993 — 1997
BS, Accounting
Haley Barrar, CPA's AEW Capital Management Experience July 2007 - July 2012
Job Accounting Manager at Charles River Realty Investors
Industry Real Estate
Experience
Charles River Realty Investors July 2012 - Present
AEW Capital Management July 2007 - July 2012
PricewaterhouseCoopers 2005 - 2007
Skills
Financial Analysis, Financial Reporting, Valuation, Due Diligence
Education
Northeastern University - Graduate School of Business Administration 2004 — 2005
MS/MBA
Binghamton University
BS, Financial Economics
Charles River Realty Investors July 2012 - Present
AEW Capital Management July 2007 - July 2012
PricewaterhouseCoopers 2005 - 2007
Skills
Financial Analysis, Financial Reporting, Valuation, Due Diligence
Education
Northeastern University - Graduate School of Business Administration 2004 — 2005
MS/MBA
Binghamton University
BS, Financial Economics
Kent Wittler's AEW Capital Management Experience September 1992 - Present
Job Treasurer at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management September 1992 - Present
Education
Tufts University - The Fletcher School of Law and Diplomacy 2006 — 2007
MA, International Relations
Boston University
AEW Capital Management September 1992 - Present
Education
Tufts University - The Fletcher School of Law and Diplomacy 2006 — 2007
MA, International Relations
Boston University
Robin Paone's AEW Capital Management Experience 1987 - 1993
Job Executive Assistant at Spencer Stuart
Industry Management Consulting
Experience
Spencer Stuart February 2015 - Present
Polaris Partners November 2002 - November 2014
Wells Fargo Retail Finance 2000 - 2002
Paragon Capital 1998 - 2000
Accenture 1996 - 1998
Cambridge Associates 1994 - 1996
Travelers Realty Investment Company 1993 - 1994
AEW Capital Management 1987 - 1993
Hayden-Wegman Consulting Engineers 1984 - 1987
National Medical Care 1981 - 1984
Skills
Executive..., Administrative..., Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Calendaring, Microsoft Publisher, Budgets, Expense Reports, Customer Service, Training, Office Administration, Office Management, Mac, Administrative..., Marketing, Events Coordination, Management
Education
Framingham State University 1974 — 1978
BS, Early Childhood Education
Bentley University
Accounting
Spencer Stuart February 2015 - Present
Polaris Partners November 2002 - November 2014
Wells Fargo Retail Finance 2000 - 2002
Paragon Capital 1998 - 2000
Accenture 1996 - 1998
Cambridge Associates 1994 - 1996
Travelers Realty Investment Company 1993 - 1994
AEW Capital Management 1987 - 1993
Hayden-Wegman Consulting Engineers 1984 - 1987
National Medical Care 1981 - 1984
Skills
Executive..., Administrative..., Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Calendaring, Microsoft Publisher, Budgets, Expense Reports, Customer Service, Training, Office Administration, Office Management, Mac, Administrative..., Marketing, Events Coordination, Management
Education
Framingham State University 1974 — 1978
BS, Early Childhood Education
Bentley University
Accounting
Nick Papalilo's AEW Capital Management Experience July 2011 - December 2012
Job Senior Financial Analyst at Winstanley Enterprises
Industry Investment Management
Experience
Winstanley Enterprises July 2015 - Present
Winstanley Enterprises January 2013 - June 2015
AEW Capital Management July 2011 - December 2012
AEW Capital Management January 2009 - June 2011
AEW Capital Management July 2007 - December 2008
Education
Bentley University 2003 — 2007
BS, Finance
St. John's High School 1999 — 2003
Winstanley Enterprises July 2015 - Present
Winstanley Enterprises January 2013 - June 2015
AEW Capital Management July 2011 - December 2012
AEW Capital Management January 2009 - June 2011
AEW Capital Management July 2007 - December 2008
Education
Bentley University 2003 — 2007
BS, Finance
St. John's High School 1999 — 2003
Michael Boujoulian's AEW Capital Management Experience June 2000 - July 2001
Job Managing Director at Alliance Residential Company
Industry Real Estate
Experience
Alliance Residential Company November 2014 - Present
Cabot, Cabot & Forbes April 2011 - November 2014
Cabot, Cabot, & Forbes June 2005 - April 2011
JPI Companies August 2001 - January 2005
AEW Capital Management June 2000 - July 2001
Skills
Real Estate Development, Real Estate Economics, Real Estate, Entitlements, Leases, Mixed-use, Due Diligence, Construction Management, Redevelopment, Construction, Acquisitions, Apartments, Affordable Housing, Real Estate Financing, Disposition, Commercial Real Estate, Real Estate Transactions, Asset Managment, Location Intelligence, Land Acquisition, Investment Properties, Land Development, Asset Management, Dispositions
Education
Babson College 1996 — 2000
Bachelor of Science, Business Management, Real Estate Studies
Belmont Hill School 1990 — 1996
Alliance Residential Company November 2014 - Present
Cabot, Cabot & Forbes April 2011 - November 2014
Cabot, Cabot, & Forbes June 2005 - April 2011
JPI Companies August 2001 - January 2005
AEW Capital Management June 2000 - July 2001
Skills
Real Estate Development, Real Estate Economics, Real Estate, Entitlements, Leases, Mixed-use, Due Diligence, Construction Management, Redevelopment, Construction, Acquisitions, Apartments, Affordable Housing, Real Estate Financing, Disposition, Commercial Real Estate, Real Estate Transactions, Asset Managment, Location Intelligence, Land Acquisition, Investment Properties, Land Development, Asset Management, Dispositions
Education
Babson College 1996 — 2000
Bachelor of Science, Business Management, Real Estate Studies
Belmont Hill School 1990 — 1996
Rick Griffin's AEW Capital Management Experience January 1997 - January 2000
Job SVP / Director of Investments at RJ Kelly Company
Industry Real Estate
Experience
RJ Kelly Company November 2012 - Present
KS Partners LLC January 2011 - November 2012
Northeast Investment & Development LLC January 2010 - January 2011
BERKELEY INVESTMENTS, INC August 2000 - November 2009
AEW Capital Management January 1997 - January 2000
LEWTAN TECHOLOGIES January 1996 - January 1997
FLEET REAL ESTATE CAPITAL January 1994 - January 1996
FLEET FINANCIAL GROUP January 1993 - January 1994
RECOLL MANAGEMENT CORP January 1992 - January 1993
Education
Bryant University
B.S.B.A, Economics & Statistics
RJ Kelly Company November 2012 - Present
KS Partners LLC January 2011 - November 2012
Northeast Investment & Development LLC January 2010 - January 2011
BERKELEY INVESTMENTS, INC August 2000 - November 2009
AEW Capital Management January 1997 - January 2000
LEWTAN TECHOLOGIES January 1996 - January 1997
FLEET REAL ESTATE CAPITAL January 1994 - January 1996
FLEET FINANCIAL GROUP January 1993 - January 1994
RECOLL MANAGEMENT CORP January 1992 - January 1993
Education
Bryant University
B.S.B.A, Economics & Statistics
Ronald Pastore's AEW Capital Management Experience February 1993 - Present
Job Director at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management February 1993 - Present
Himmel & Company July 1988 - July 1992
Community Opportunities Group June 1981 - March 1985
Skills
Historic Preservation, Real Estate Economics, Real Estate Development, Real Estate, Disposition, Asset Management, Real Estate Transactions, Due Diligence, Leases, Investment Properties, Property Management, Commercial Real Estate, Valuation, Corporate Real Estate, Investments, Lease Negotiations, Location Intelligence, Financial Modeling, Acquisitions, Real Estate Financing, Joint Ventures, Project Management, Mixed-use, Asset Managment, Tenant, Dispositions, Real Estate Private..., Strategic Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 1986 — 1988
MS - Management, Finance, Real Estate Development, Operations Management
Harvard University - Kennedy School of Government 1981 — 1983
MCRP, Regional Economics - Community Development
Bowdoin College 1976 — 1980
BA, Economics, History
AEW Capital Management February 1993 - Present
Himmel & Company July 1988 - July 1992
Community Opportunities Group June 1981 - March 1985
Skills
Historic Preservation, Real Estate Economics, Real Estate Development, Real Estate, Disposition, Asset Management, Real Estate Transactions, Due Diligence, Leases, Investment Properties, Property Management, Commercial Real Estate, Valuation, Corporate Real Estate, Investments, Lease Negotiations, Location Intelligence, Financial Modeling, Acquisitions, Real Estate Financing, Joint Ventures, Project Management, Mixed-use, Asset Managment, Tenant, Dispositions, Real Estate Private..., Strategic Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 1986 — 1988
MS - Management, Finance, Real Estate Development, Operations Management
Harvard University - Kennedy School of Government 1981 — 1983
MCRP, Regional Economics - Community Development
Bowdoin College 1976 — 1980
BA, Economics, History
Richard Menseck's AEW Capital Management Experience 2000 - 2003
Job Owner, Menseck & Company
Industry Real Estate
Experience
Menseck & Company September 2003 - Present
AEW Capital Management 2000 - 2003
Skills
Investments, Strategic Planning, Investment Advisory, Marketing, Investment Properties, Event Planning, Real Estate, Public Speaking, Asset Management, New Business Development, Contract Negotiation, Small Business, Residential Homes, Sellers, Entrepreneurship, Negotiation, Selling, Management, Sales, Customer Service, First Time Home Buyers
Education
Temple University - Fox School of Business and Management
Online MBA Program
Albright College 1989 — 1993
Bachelor of Science (B.S.), Marketing
Penncrest High School 1985 — 1989
Menseck & Company September 2003 - Present
AEW Capital Management 2000 - 2003
Skills
Investments, Strategic Planning, Investment Advisory, Marketing, Investment Properties, Event Planning, Real Estate, Public Speaking, Asset Management, New Business Development, Contract Negotiation, Small Business, Residential Homes, Sellers, Entrepreneurship, Negotiation, Selling, Management, Sales, Customer Service, First Time Home Buyers
Education
Temple University - Fox School of Business and Management
Online MBA Program
Albright College 1989 — 1993
Bachelor of Science (B.S.), Marketing
Penncrest High School 1985 — 1989
Nyal McDonough's AEW Capital Management Experience September 1996 - December 2007
Job Real Estate Professional
Industry Real Estate
Experience
AEW Capital Management September 1996 - December 2007
WinnCompanies February 1987 - May 1995
Cumberland Farms August 1985 - November 1986
John Hancock August 1983 - August 1985
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1996
Boston College 1979 — 1983
BSBA, Finance
AEW Capital Management September 1996 - December 2007
WinnCompanies February 1987 - May 1995
Cumberland Farms August 1985 - November 1986
John Hancock August 1983 - August 1985
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1996
Boston College 1979 — 1983
BSBA, Finance
Paul Ketterer's AEW Capital Management Experience 2004 - Present
Job Director at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management 2004 - Present
Skills
Investments, Real Estate Development, Real Estate, Investment Properties
Education
Boston University
MBA, Finance, General
Tufts University
Bachelor’s Degree, Economics
AEW Capital Management 2004 - Present
Skills
Investments, Real Estate Development, Real Estate, Investment Properties
Education
Boston University
MBA, Finance, General
Tufts University
Bachelor’s Degree, Economics
Marie Ramm's AEW Capital Management Experience June 2008 - June 2010
Job Practice Area Analyst at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group May 2012 - Present
Pratt & Whitney December 2010 - May 2012
AEW Capital Management June 2008 - June 2010
BirchREA Partners, Inc. December 2006 - May 2008
Skills
Financial Modeling, Financial Analysis
Education
Babson College 2004 — 2008
Bachelors, Finance, Real Estate
The Boston Consulting Group May 2012 - Present
Pratt & Whitney December 2010 - May 2012
AEW Capital Management June 2008 - June 2010
BirchREA Partners, Inc. December 2006 - May 2008
Skills
Financial Modeling, Financial Analysis
Education
Babson College 2004 — 2008
Bachelors, Finance, Real Estate
Toby Banta's AEW Capital Management Experience June 2007 - August 2007
Job Associate at O'Connor Capital Partners
Industry Commercial Real Estate
Experience
O'Connor Capital Partners April 2014 - Present
HFF April 2012 - April 2014
DTZ December 2008 - April 2012
AEW Capital Management June 2007 - August 2007
Education
College of the Holy Cross 2004 — 2008
Bachelors, Economics, Spanish
O'Connor Capital Partners April 2014 - Present
HFF April 2012 - April 2014
DTZ December 2008 - April 2012
AEW Capital Management June 2007 - August 2007
Education
College of the Holy Cross 2004 — 2008
Bachelors, Economics, Spanish
Emily Schwartz Margolis's AEW Capital Management Experience August 2013 - Present
Job Vice President Investor Relations at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management August 2013 - Present
Colony Realty Partners August 2008 - July 2013
Lincoln Property Company August 2003 - July 2007
Skills
Real Estate Economics, Private Equity, Financial Modeling, Valuation, Due Diligence
Education
Massachusetts Institute of Technology 2007 — 2008
MSRED, Real Estate Finance
Bates College 1998 — 2002
BA, Political Science
Needham High School 1994 — 1998
AEW Capital Management August 2013 - Present
Colony Realty Partners August 2008 - July 2013
Lincoln Property Company August 2003 - July 2007
Skills
Real Estate Economics, Private Equity, Financial Modeling, Valuation, Due Diligence
Education
Massachusetts Institute of Technology 2007 — 2008
MSRED, Real Estate Finance
Bates College 1998 — 2002
BA, Political Science
Needham High School 1994 — 1998
Angelo Antidormi's AEW Capital Management Experience 2005 - 2008
Job Commercial Real Estate Investment & Consulting Professional
Industry Commercial Real Estate
Experience
Independent Real Estate Consulting 2010 - Present
AEW Capital Management 2005 - 2008
Deutsche Bank Berkshire Mortgage 2002 - 2005
Hale and Dorr LLP 1999 - 2001
Skills
Real Estate Economics, Real Estate Development, Due Diligence, Market Analysis, Corporate Real Estate, Underwriting, Loans, Financial Modeling..., Asset Management and..., Real Estate Development..., Capital Improvement..., Multifamily Unit..., Interpreting Loan..., Loan Reviews, Multifamily Marketing, Investor Reporting, Appraisal Analysis, Budgeting, Annual Business Plans, Acquisition Analysis, Feasibility Studies, Real Estate Investment, Real Estate Finance, Loan Servicing, Client Service, Operations Management, Presentation Development, Consultancy Services, Pricing Strategy, Yardi, Yardi Voyager, Asset Management, Real Estate, Lease Abstracts, Revolving Lines of..., Leases, Business Planning, Financial Modeling, Investment Properties, Budgets, Commercial Real Estate, Valuation, Financial Analysis
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2008 — 2009
Master of Science, Real Estate Development
Boston University 2003 — 2007
Certificate, Real Estate Finance
University of Virginia 1996 — 1999
B.A., Economics
Independent Real Estate Consulting 2010 - Present
AEW Capital Management 2005 - 2008
Deutsche Bank Berkshire Mortgage 2002 - 2005
Hale and Dorr LLP 1999 - 2001
Skills
Real Estate Economics, Real Estate Development, Due Diligence, Market Analysis, Corporate Real Estate, Underwriting, Loans, Financial Modeling..., Asset Management and..., Real Estate Development..., Capital Improvement..., Multifamily Unit..., Interpreting Loan..., Loan Reviews, Multifamily Marketing, Investor Reporting, Appraisal Analysis, Budgeting, Annual Business Plans, Acquisition Analysis, Feasibility Studies, Real Estate Investment, Real Estate Finance, Loan Servicing, Client Service, Operations Management, Presentation Development, Consultancy Services, Pricing Strategy, Yardi, Yardi Voyager, Asset Management, Real Estate, Lease Abstracts, Revolving Lines of..., Leases, Business Planning, Financial Modeling, Investment Properties, Budgets, Commercial Real Estate, Valuation, Financial Analysis
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2008 — 2009
Master of Science, Real Estate Development
Boston University 2003 — 2007
Certificate, Real Estate Finance
University of Virginia 1996 — 1999
B.A., Economics
Paul Tryder's AEW Capital Management Experience September 1997 - August 2004
Job
Industry Real Estate
Experience
Cornerstone Corporation June 2008 - Present
BlackRock September 2004 - May 2008
AEW Capital Management September 1997 - August 2004
Pannell Kerr Forster, PC November 1993 - September 1997
Skills
Mergers & Acquisitions, Portfolio Management, Mergers, Asset Management, Real Estate, Asset Managment, Accounting, Acquisitions
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2001
MS, Finance
Providence College 1990 — 1993
BS, Accountancy
Xaverian Brothers High School 1986 — 1989
Cornerstone Corporation June 2008 - Present
BlackRock September 2004 - May 2008
AEW Capital Management September 1997 - August 2004
Pannell Kerr Forster, PC November 1993 - September 1997
Skills
Mergers & Acquisitions, Portfolio Management, Mergers, Asset Management, Real Estate, Asset Managment, Accounting, Acquisitions
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2001
MS, Finance
Providence College 1990 — 1993
BS, Accountancy
Xaverian Brothers High School 1986 — 1989
Julia Stancil's AEW Capital Management Experience April 2010 - July 2012
Job Lead Internal Auditor at National Geographic
Industry Hospital & Health Care
Experience
National Geographic June 2014 - Present
National Geographic October 2012 - June 2014
AEW Capital Management April 2010 - July 2012
PwC September 2007 - March 2010
PwC June 2006 - August 2006
PACCAR Inc June 2005 - September 2005
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
MSA, Accounting
Seattle University 2002 — 2006
Bachelor of Arts, Business Administration, Accounting
National Geographic June 2014 - Present
National Geographic October 2012 - June 2014
AEW Capital Management April 2010 - July 2012
PwC September 2007 - March 2010
PwC June 2006 - August 2006
PACCAR Inc June 2005 - September 2005
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
MSA, Accounting
Seattle University 2002 — 2006
Bachelor of Arts, Business Administration, Accounting
Kevin Kuzemchak's AEW Capital Management Experience March 2000 - February 2007
Job Senior Vice President at Shorenstein Properties LLC
Industry Real Estate
Experience
Shorenstein Properties LLC March 2007 - Present
AEW Capital Management March 2000 - February 2007
Education
Bentley University 1989 — 1993
BS, Economics/Finance
Shorenstein Properties LLC March 2007 - Present
AEW Capital Management March 2000 - February 2007
Education
Bentley University 1989 — 1993
BS, Economics/Finance
Joe Van Saun's AEW Capital Management Experience March 2008 - October 2009
Job Director of Finance at Longfellow Real Estate Partners, LLC
Industry Real Estate
Experience
Longfellow Real Estate Partners, LLC October 2012 - Present
Harvard Management Company October 2009 - October 2012
AEW Capital Management March 2008 - October 2009
Deloitte & Touche September 2005 - March 2008
Skills
Valuation, Financial Modeling, Portfolio Management, Finance, Accounting, Cash Management, Strategic Planning, CPA, Real Estate, Due Diligence, Financial Analysis, Private Equity, Asset Management, Investments, Capital Markets, Financial Reporting, Corporate Finance, Alternative Investments
Education
University of Kansas - Graduate School of Business 2004 — 2005
Masters of Accounting and Information Systems, Accounting
Boston College 2000 — 2004
BS, Finance & Accounting
Longfellow Real Estate Partners, LLC October 2012 - Present
Harvard Management Company October 2009 - October 2012
AEW Capital Management March 2008 - October 2009
Deloitte & Touche September 2005 - March 2008
Skills
Valuation, Financial Modeling, Portfolio Management, Finance, Accounting, Cash Management, Strategic Planning, CPA, Real Estate, Due Diligence, Financial Analysis, Private Equity, Asset Management, Investments, Capital Markets, Financial Reporting, Corporate Finance, Alternative Investments
Education
University of Kansas - Graduate School of Business 2004 — 2005
Masters of Accounting and Information Systems, Accounting
Boston College 2000 — 2004
BS, Finance & Accounting
Penny Christy's AEW Capital Management Experience 2000 - 2004
Job Vice President at Cornerstone Real Estate Advisers
Industry Real Estate
Experience
Cornerstone Real Estate Advisers April 2007 - Present
The Grossman Companies 2004 - 2007
AEW Capital Management 2000 - 2004
Skills
Asset Managment, Asset Management, Real Estate, Investments, Investment Properties, Real Estate Transactions, Real Estate Development, Commercial Real Estate
Education
The University of Connecticut School of Business 2007 — 2010
MBA, Real Estate Concentration
Babson College 1995 — 1999
B.S., Finance & Investments, International Business Studies
Cornerstone Real Estate Advisers April 2007 - Present
The Grossman Companies 2004 - 2007
AEW Capital Management 2000 - 2004
Skills
Asset Managment, Asset Management, Real Estate, Investments, Investment Properties, Real Estate Transactions, Real Estate Development, Commercial Real Estate
Education
The University of Connecticut School of Business 2007 — 2010
MBA, Real Estate Concentration
Babson College 1995 — 1999
B.S., Finance & Investments, International Business Studies
Jon Carley's AEW Capital Management Experience June 2013 - Present
Job AEW Capital Management, Vice President
Industry Commercial Real Estate
Experience
AEW Capital Management June 2013 - Present
Education
Claremont Graduate University 1999 — 2002
Master of Business Administration (MBA)
California State University-Fullerton
Bachelor's degree, Journalism
AEW Capital Management June 2013 - Present
Education
Claremont Graduate University 1999 — 2002
Master of Business Administration (MBA)
California State University-Fullerton
Bachelor's degree, Journalism
Elizabeth Muñoz's AEW Capital Management Experience November 2012 - May 2015
Job Relationship Manager, Vice President at City National Bank
Industry Commercial Real Estate
Experience
City National Bank May 2015 - Present
AEW Capital Management November 2012 - May 2015
City National Bank April 2011 - November 2012
Union Bank, FDIC February 2009 - March 2011
Prudential (PMCC) July 2005 - July 2008
MetLife December 1997 - June 2005
Prudential Realty Group May 1989 - April 1996
Skills
Portfolio Management, Asset Management, Loans, Real Estate, Equities, Commercial Mortgages, Management, Valuation, Real Estate Transactions, Investments, Commercial Real Estate, Financial Analysis, Financial Modeling, Asset Managment, Disposition, Loan Origination, Due Diligence, Investment Properties
Education
University of Southern California 1987 — 1989
MBA, Real Estate Finance
California State Polytechnic University-Pomona 1985 — 1987
B.S., Real Estate Finance
City National Bank May 2015 - Present
AEW Capital Management November 2012 - May 2015
City National Bank April 2011 - November 2012
Union Bank, FDIC February 2009 - March 2011
Prudential (PMCC) July 2005 - July 2008
MetLife December 1997 - June 2005
Prudential Realty Group May 1989 - April 1996
Skills
Portfolio Management, Asset Management, Loans, Real Estate, Equities, Commercial Mortgages, Management, Valuation, Real Estate Transactions, Investments, Commercial Real Estate, Financial Analysis, Financial Modeling, Asset Managment, Disposition, Loan Origination, Due Diligence, Investment Properties
Education
University of Southern California 1987 — 1989
MBA, Real Estate Finance
California State Polytechnic University-Pomona 1985 — 1987
B.S., Real Estate Finance
Eric Rothman's AEW Capital Management Experience September 1997 - January 2001
Job Portfolio Manager at CenterSquare Investment Management (formerly Urdang)
Industry Financial Services
Experience
CenterSquare Investment Management (formerly Urdang) 2006 - Present
Wachovia Securities, LLC February 2001 - August 2006
AEW Capital Management September 1997 - January 2001
First Data Corporation 1995 - 1997
Skills
Securities, Economics, Portfolio Management, Investments, Equities, Financial Modeling, Capital Markets, Real Estate, Asset Management, Real Estate Investment, Investor Relations, Bloomberg, Valuation, Alternative Investments, Hedge Funds, Asset Managment, Investment Properties, Equity Research, Investment Banking
Education
Boston University 1991 — 1995
BA, Economics, International Relations and French
CenterSquare Investment Management (formerly Urdang) 2006 - Present
Wachovia Securities, LLC February 2001 - August 2006
AEW Capital Management September 1997 - January 2001
First Data Corporation 1995 - 1997
Skills
Securities, Economics, Portfolio Management, Investments, Equities, Financial Modeling, Capital Markets, Real Estate, Asset Management, Real Estate Investment, Investor Relations, Bloomberg, Valuation, Alternative Investments, Hedge Funds, Asset Managment, Investment Properties, Equity Research, Investment Banking
Education
Boston University 1991 — 1995
BA, Economics, International Relations and French
Richard Agnew's AEW Capital Management Experience 2002 - 2005
Job Founder at Accel Consulting
Industry Information Technology and Services
Experience
Accel Consulting January 2013 - Present
Innovative Child Care Solutions, Inc. March 2011 - Present
MMA Financial 2005 - 2009
AEW Capital Management 2002 - 2005
JPMorgan Chase 2001 - 2002
Sun Life Financial 1987 - 2000
Skills
Start-ups, Business, Financial Analysis, Due Diligence, Financial Modeling, Entrepreneurship, Valuation, Investments, Management Consulting, Finance, Asset Management, Portfolio Management, Analysis, Market Research, Management, Strategy, Business Strategy, Real Estate, Process Improvement, Accounting, Financial Reporting, Mergers & Acquisitions, Financial Services, Banking, Business Development, Market Analysis, Private Equity, Corporate Finance, Business Planning, Analytics, Competitive Analysis, Forecasting
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Entrepreneurship
University of Colorado at Boulder - Leeds School of Business 1984 — 1987
BS, Business/Finance
Accel Consulting January 2013 - Present
Innovative Child Care Solutions, Inc. March 2011 - Present
MMA Financial 2005 - 2009
AEW Capital Management 2002 - 2005
JPMorgan Chase 2001 - 2002
Sun Life Financial 1987 - 2000
Skills
Start-ups, Business, Financial Analysis, Due Diligence, Financial Modeling, Entrepreneurship, Valuation, Investments, Management Consulting, Finance, Asset Management, Portfolio Management, Analysis, Market Research, Management, Strategy, Business Strategy, Real Estate, Process Improvement, Accounting, Financial Reporting, Mergers & Acquisitions, Financial Services, Banking, Business Development, Market Analysis, Private Equity, Corporate Finance, Business Planning, Analytics, Competitive Analysis, Forecasting
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Entrepreneurship
University of Colorado at Boulder - Leeds School of Business 1984 — 1987
BS, Business/Finance
Frank Petz's AEW Capital Management Experience 1997 - 2000
Job managing director at Eastdil Secured
Industry Real Estate
Experience
Eastdil Secured Executive Vice PresidentRichards Barry Joyce & Partners2009 - 2010
AEW Capital Management 1997 - 2000
Copley Real Estate Advisors 1987 - 1996
Education
University of Virginia
Univerzitet 'Džemala Bijediæ', Mostar
Eastdil Secured Executive Vice PresidentRichards Barry Joyce & Partners2009 - 2010
AEW Capital Management 1997 - 2000
Copley Real Estate Advisors 1987 - 1996
Education
University of Virginia
Univerzitet 'Džemala Bijediæ', Mostar
Karen Cutone's AEW Capital Management Experience 1997 - 1998
Job Director of Real Estate Development at Boston University
Industry Commercial Real Estate
Experience
Boston University 2003 - Present
AEW Capital Management 1997 - 1998
Copley Real Estate Advisors 1994 - 1997
Copley Real Estate Advisors 1992 - 1994
The Krupp Companies 1990 - 1992
Skills
Real Estate Transactions, Real Estate, Asset Management, Real Estate Development, Property Management, Investments, Due Diligence
Education
Babson College 1987 — 1991
Bachelor of Science (BS), Finance/Investments and Economics
Boston University 2003 - Present
AEW Capital Management 1997 - 1998
Copley Real Estate Advisors 1994 - 1997
Copley Real Estate Advisors 1992 - 1994
The Krupp Companies 1990 - 1992
Skills
Real Estate Transactions, Real Estate, Asset Management, Real Estate Development, Property Management, Investments, Due Diligence
Education
Babson College 1987 — 1991
Bachelor of Science (BS), Finance/Investments and Economics
Jon Hyde's AEW Capital Management Experience December 2012 - July 2014
Job Principal at Oliver Street Capital
Industry Real Estate
Experience
Oliver Street Capital July 2014 - Present
AEW Capital Management December 2012 - July 2014
AEW Capital Management June 2011 - December 2012
Darden Graduate School of Business September 2009 - June 2011
Colony Realty Partners March 2006 - September 2009
CB Richard Ellis December 2003 - March 2006
Skills
Real Estate Economics, Asset Management, Financial Modeling, Investments, Private Equity, Valuation, Real Estate, Due Diligence, Real Estate Development, Acquisitions
Education
University of Virginia Darden School of Business 2009 — 2011
Boston College 1999 — 2003
BA, Economics
Oliver Street Capital July 2014 - Present
AEW Capital Management December 2012 - July 2014
AEW Capital Management June 2011 - December 2012
Darden Graduate School of Business September 2009 - June 2011
Colony Realty Partners March 2006 - September 2009
CB Richard Ellis December 2003 - March 2006
Skills
Real Estate Economics, Asset Management, Financial Modeling, Investments, Private Equity, Valuation, Real Estate, Due Diligence, Real Estate Development, Acquisitions
Education
University of Virginia Darden School of Business 2009 — 2011
Boston College 1999 — 2003
BA, Economics
Douglas Kisielius's AEW Capital Management Experience March 2010 - March 2012
Job CrossHarbor Capital Partners
Industry Real Estate
Experience
CrossHarbor Capital Partners March 2012 - Present
AEW Capital Management March 2010 - March 2012
George Comfort & Sons, Inc. July 2005 - February 2010
Skills
Valuation, Real Estate, Due Diligence, Asset Managment, Disposition, Real Estate Transactions, Real Estate Economics, Corporate Real Estate, Asset Management, Real Estate Development, Analysis, Investments, Investment Properties, Financial Modeling, Equities, Private Equity, Commercial Real Estate
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2017
MBA, Finance, General
Trinity College-Hartford 2001 — 2005
Bachelor of Arts, Economics and Political Science
The Hill School 2000 — 2001
CrossHarbor Capital Partners March 2012 - Present
AEW Capital Management March 2010 - March 2012
George Comfort & Sons, Inc. July 2005 - February 2010
Skills
Valuation, Real Estate, Due Diligence, Asset Managment, Disposition, Real Estate Transactions, Real Estate Economics, Corporate Real Estate, Asset Management, Real Estate Development, Analysis, Investments, Investment Properties, Financial Modeling, Equities, Private Equity, Commercial Real Estate
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2017
MBA, Finance, General
Trinity College-Hartford 2001 — 2005
Bachelor of Arts, Economics and Political Science
The Hill School 2000 — 2001
Matt Milich's AEW Capital Management Experience 2013 - 2014
Job Vice President at Pearlmark Real Estate Partners
Industry Real Estate
Experience
Pearlmark Real Estate Partners December 2014 - Present
AEW Capital Management 2013 - 2014
Overton Moore Properties 2012 - 2013
Infosys Consulting 2008 - 2011
PwC Consultants Ltd 2007 - 2008
Skills
Portfolio Management, Due Diligence, Private Equity, Mergers & Acquisitions, Investment Banking, Asset Management, Real Estate Development, Real Estate
Education
University of Southern California 2011 — 2013
MBA/MRED, Real Estate Development
Claremont McKenna College 2004 — 2007
B.A., Economics
Pearlmark Real Estate Partners December 2014 - Present
AEW Capital Management 2013 - 2014
Overton Moore Properties 2012 - 2013
Infosys Consulting 2008 - 2011
PwC Consultants Ltd 2007 - 2008
Skills
Portfolio Management, Due Diligence, Private Equity, Mergers & Acquisitions, Investment Banking, Asset Management, Real Estate Development, Real Estate
Education
University of Southern California 2011 — 2013
MBA/MRED, Real Estate Development
Claremont McKenna College 2004 — 2007
B.A., Economics
Jean Seward Abrahams's AEW Capital Management Experience June 1994 - July 1999
Job Independent Accounting Professional
Industry Accounting
Experience
Paradigm Properties July 1999 - March 2007
AEW Capital Management June 1994 - July 1999
Various CPA Firms September 1989 - June 1994
Education
Boston College 1985 — 1989
BS, Accouting
Paradigm Properties July 1999 - March 2007
AEW Capital Management June 1994 - July 1999
Various CPA Firms September 1989 - June 1994
Education
Boston College 1985 — 1989
BS, Accouting
Kim Lamoureux's AEW Capital Management Experience 1999 - Present
Job Vice President at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management 1999 - Present
Babcock & Brown 1995 - 1999
Gensym Corporation 1992 - 1995
Education
Babson College 1988 — 1992
BS, Accounting
AEW Capital Management 1999 - Present
Babcock & Brown 1995 - 1999
Gensym Corporation 1992 - 1995
Education
Babson College 1988 — 1992
BS, Accounting
Martin Koch, CFA, CAIA's AEW Capital Management Experience 2007 - 2011
Job Senior Associate at Island Capital Group
Industry Investment Management
Experience
Island Capital Group LLC (C-III Capital Partners LLC) 2011 - Present
AEW Capital Management 2007 - 2011
Wilshire Associates 2005 - 2007
Skills
Financial Modeling, Investments, Asset Management, Valuation, Equities, Private Equity, Alternative Investments, Investment Management, Bloomberg, Capital Markets, Equity Research, Fixed Income, Due Diligence, Hedge Funds, Real Estate Private..., Mergers & Acquisitions, Structured Finance, Financial Structuring, Real Estate Economics, Investment Strategies, Financial Analysis, Derivatives, Corporate Finance, Acquisitions
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2005
Bachelors of Business Administration, Finance
Island Capital Group LLC (C-III Capital Partners LLC) 2011 - Present
AEW Capital Management 2007 - 2011
Wilshire Associates 2005 - 2007
Skills
Financial Modeling, Investments, Asset Management, Valuation, Equities, Private Equity, Alternative Investments, Investment Management, Bloomberg, Capital Markets, Equity Research, Fixed Income, Due Diligence, Hedge Funds, Real Estate Private..., Mergers & Acquisitions, Structured Finance, Financial Structuring, Real Estate Economics, Investment Strategies, Financial Analysis, Derivatives, Corporate Finance, Acquisitions
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2005
Bachelors of Business Administration, Finance
Lori Campana's AEW Capital Management Experience 1987 - 1996
Job Managing Director at Monument Group
Industry Financial Services
Experience
Monument Group 2003 - Present
Wellington Management Company, LLP 1996 - 2000
AEW Capital Management 1987 - 1996
Education
Boston College
Monument Group 2003 - Present
Wellington Management Company, LLP 1996 - 2000
AEW Capital Management 1987 - 1996
Education
Boston College
Joelle (Cannon) Denham's AEW Capital Management Experience December 2014 - Present
Job Vice President at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management December 2014 - Present
AEW Capital Management September 2008 - December 2014
DiCicco, Gulman & Company December 2003 - August 2008
Deloitte June 2002 - December 2003
Arthur Andersen September 2001 - June 2002
Select Appointments June 1998 - August 2001
Education
Bentley University 1997 — 2001
Bachelor of Science (B.S.), Accounting
AEW Capital Management December 2014 - Present
AEW Capital Management September 2008 - December 2014
DiCicco, Gulman & Company December 2003 - August 2008
Deloitte June 2002 - December 2003
Arthur Andersen September 2001 - June 2002
Select Appointments June 1998 - August 2001
Education
Bentley University 1997 — 2001
Bachelor of Science (B.S.), Accounting
Jeanne Caldwell, CPA's AEW Capital Management Experience May 1990 - Present
Job Director at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management May 1990 - Present
RM Bradley May 1987 - April 1990
KPMG US April 1985 - April 1987
Education
Bentley University
Bachelor's Degree, Accounting
AEW Capital Management May 1990 - Present
RM Bradley May 1987 - April 1990
KPMG US April 1985 - April 1987
Education
Bentley University
Bachelor's Degree, Accounting
Hank Metzger's AEW Capital Management Experience 2000 - Present
Job Owner, Metzger Development Services, LLC
Industry Architecture & Planning
Experience
Metzger Development Services January 2000 - Present
AEW Capital Management 2000 - Present
AEG 2000 - 2005
TCW - Westmark Realty Advisors 1989 - 1999
Skills
Architect, Architecture, Real Estate Development, Sustainability, LEED AP, LEED, Green Building
Education
Arizona State University 1962 — 1965
B.Arch, Architecture
Metzger Development Services January 2000 - Present
AEW Capital Management 2000 - Present
AEG 2000 - 2005
TCW - Westmark Realty Advisors 1989 - 1999
Skills
Architect, Architecture, Real Estate Development, Sustainability, LEED AP, LEED, Green Building
Education
Arizona State University 1962 — 1965
B.Arch, Architecture
Marla Taub's AEW Capital Management Experience 1993 - 1997
Job Independent Graphic Design Professional
Industry Graphic Design
Experience
AEW Capital Management 1993 - 1997
Skills
Posters, Graphic Design, Typography, Logo Design, Corporate Identity, Brochures, Marketing Communications, Graphics, Business Cards, Invitations, Branding & Identity, Art Direction, Corporate Branding, Direct Mail, Pre-press
Education
Alfred University 1980 — 1984
AEW Capital Management 1993 - 1997
Skills
Posters, Graphic Design, Typography, Logo Design, Corporate Identity, Brochures, Marketing Communications, Graphics, Business Cards, Invitations, Branding & Identity, Art Direction, Corporate Branding, Direct Mail, Pre-press
Education
Alfred University 1980 — 1984
Christie Scampoli's AEW Capital Management Experience October 2005 - August 2006
Job Sr. Administrative Assistant at Wolters Kluwer Health
Industry Information Technology and Services
Experience
Wolters Kluwer February 2012 - Present
Rhode Island Quality Institute September 2009 - May 2011
Brown Rudnick August 2006 - October 2008
AEW Capital Management October 2005 - August 2006
ANSYS, Inc. 2003 - 2005
ANSYS, Inc. 1999 - 2003
ANSYS, Inc. 1997 - 1999
Skills
Information Management, Microsoft Office, Research, Newsletters, Excel, Word, Event Management, Publications, Budgeting, PowerPoint, Analysis, Microsoft Excel, Budgets, Microsoft Word, Project Management, Access, Outlook, Office Management, Marketing, Software Documentation, Visio, System Administration, Process Improvement, Administrative...
Education
Bradford School 1986 — 1987
Certificate Program, Accounting
Wolters Kluwer February 2012 - Present
Rhode Island Quality Institute September 2009 - May 2011
Brown Rudnick August 2006 - October 2008
AEW Capital Management October 2005 - August 2006
ANSYS, Inc. 2003 - 2005
ANSYS, Inc. 1999 - 2003
ANSYS, Inc. 1997 - 1999
Skills
Information Management, Microsoft Office, Research, Newsletters, Excel, Word, Event Management, Publications, Budgeting, PowerPoint, Analysis, Microsoft Excel, Budgets, Microsoft Word, Project Management, Access, Outlook, Office Management, Marketing, Software Documentation, Visio, System Administration, Process Improvement, Administrative...
Education
Bradford School 1986 — 1987
Certificate Program, Accounting
Danae Erratchu's AEW Capital Management Experience April 2006 - April 2010
Job Manager of People & Culture at inPowered
Industry Online Media
Experience
inPowered April 2010 - Present
AEW Capital Management April 2006 - April 2010
Skills
Property Management, Investment Properties, Real Estate Transactions, Real Estate Development, Corporate Real Estate, Real Estate Economics, Lease Negotiations, Disposition, Outlook, Microsoft Excel, Real Estate Financing, Investments, Asset Managment, Commercial Real Estate, Microsoft Word, PowerPoint, Acquisitions, Microsoft Office
Education
California State University-Long Beach 2000 — 2005
Bachelor of Science (BS), Communication and Media Studies
inPowered April 2010 - Present
AEW Capital Management April 2006 - April 2010
Skills
Property Management, Investment Properties, Real Estate Transactions, Real Estate Development, Corporate Real Estate, Real Estate Economics, Lease Negotiations, Disposition, Outlook, Microsoft Excel, Real Estate Financing, Investments, Asset Managment, Commercial Real Estate, Microsoft Word, PowerPoint, Acquisitions, Microsoft Office
Education
California State University-Long Beach 2000 — 2005
Bachelor of Science (BS), Communication and Media Studies
Kendall Huang's AEW Capital Management Experience June 2013 - August 2015
Job Associate at GI Partners
Industry Real Estate
Experience
GI Partners August 2015 - Present
AEW Capital Management June 2013 - August 2015
Eaton Vance May 2012 - September 2012
Skills
Valuation, Investments, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Bloomberg, Microsoft Office, Capital IQ, Research, Microsoft Word, Finance, Market Research, Entrepreneurship, Real Estate Development
Education
Babson College 2009 — 2013
Bachelor of Science (B.Sc.), Business Sciences
Iolani School 2005 — 2009
High School Diploma
GI Partners August 2015 - Present
AEW Capital Management June 2013 - August 2015
Eaton Vance May 2012 - September 2012
Skills
Valuation, Investments, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Bloomberg, Microsoft Office, Capital IQ, Research, Microsoft Word, Finance, Market Research, Entrepreneurship, Real Estate Development
Education
Babson College 2009 — 2013
Bachelor of Science (B.Sc.), Business Sciences
Iolani School 2005 — 2009
High School Diploma
Robert Promisel's AEW Capital Management Experience 1995 - 1997
Job Portfolio Manager at Resolution Capital
Industry Real Estate
Experience
Resolution Capital 2011 - Present
V3 Capital Management 2011 - August 2011
Invista Real Estate February 2008 - November 2010
Adelante Capital Management 2001 - 2007
European Investors Inc. 1997 - 2001
AEW Capital Management 1995 - 1997
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1991 — 1993
MS, Urban Planning
The Johns Hopkins University 1987 — 1991
BA, Economics & Geography
Resolution Capital 2011 - Present
V3 Capital Management 2011 - August 2011
Invista Real Estate February 2008 - November 2010
Adelante Capital Management 2001 - 2007
European Investors Inc. 1997 - 2001
AEW Capital Management 1995 - 1997
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1991 — 1993
MS, Urban Planning
The Johns Hopkins University 1987 — 1991
BA, Economics & Geography
Rebecca Tonello Stronck's AEW Capital Management Experience September 2000 - October 2002
Job Staff Accountant at Sachetta & Callahan, LLC
Industry Accounting
Experience
Sachetta & Callahan, LLC December 2014 - Present
Claudia J. Worth, CPA, P.C. January 2013 - Present
Hudson Design Group LLC June 2011 - July 2012
Charles River Laboratories October 2002 - November 2010
AEW Capital Management September 2000 - October 2002
Arthur Andersen LLC September 1997 - September 2000
Skills
Sarbanes-Oxley Act, Accounting, Account Reconciliation, SAP, Forecasting, Financial Reporting, Internal Audit, Analysis, Auditing, Accounts Receivable, Financial Analysis, JD Edwards, QuickBooks, Payroll, Accounts Payable
Education
Boston University Questrom School of Business 2001 — 2006
MBA, Finance
University of Massachusetts, Amherst 1993 — 1997
BS, Accounting
Sachetta & Callahan, LLC December 2014 - Present
Claudia J. Worth, CPA, P.C. January 2013 - Present
Hudson Design Group LLC June 2011 - July 2012
Charles River Laboratories October 2002 - November 2010
AEW Capital Management September 2000 - October 2002
Arthur Andersen LLC September 1997 - September 2000
Skills
Sarbanes-Oxley Act, Accounting, Account Reconciliation, SAP, Forecasting, Financial Reporting, Internal Audit, Analysis, Auditing, Accounts Receivable, Financial Analysis, JD Edwards, QuickBooks, Payroll, Accounts Payable
Education
Boston University Questrom School of Business 2001 — 2006
MBA, Finance
University of Massachusetts, Amherst 1993 — 1997
BS, Accounting
Emilia F Gordon's AEW Capital Management Experience 2001 - 2002
Job Financial Advisor | HIFE College Consultant
Industry Financial Services
Experience
World Financial Group (WFG) a Transamerica Company March 2012 - Present
Heartland Institute of Financial Education February 2015 - Present
Mortgage Consultant July 2013 - 2015
Home Loan Investment Bank July 2012 - June 2013
Cambridge Mortgage Group; Wells Fargo Home Loan; Your Home For Life; Gateway Funding; First Horizon; 2003 - 2012
AEW Capital Management 2001 - 2002
AEW Capital Management 1997 - 2001
Allmerica Financial / The Hanover Insurance Group 1993 - 1997
Fireman's Fund Insurance Company 1990 - 1993
Skills
Mortgage Lending, Loans, Loan Origination, Reverse Mortgages, Construction Loans, Real Estate, Mortgage Banking, Credit, Residential Mortgages, Banking, Finance, Investments, Portfolio Management, Financial Reporting, Financial Analysis, Financial Forecasting, Budget Forecasts, Budgets, Life Insurance, Investment Strategies, GAAP Standards, German GAAP, Statutory Accounting, Monthly Close Process, Quarterly Reviews, Year-end Close, Due Diligence, Forecasting, Cash Flow, Analysis, Refinance, Financial Accounting, FHA financing, USDA, Financial Statements, Account Reconciliation, Management, Financial Services, Strategy, Sales, Leadership, Business Planning
Education
Boston University
Completed 4 out of 6 courses, Financial Planner (candidate)
De La Salle University
21 credit hours, Graduate Studies in Business
Father Urios High
High School Diploma
University of the East
Bachelor of Science in Business Administration (BSBA), Accounting
World Financial Group (WFG) a Transamerica Company March 2012 - Present
Heartland Institute of Financial Education February 2015 - Present
Mortgage Consultant July 2013 - 2015
Home Loan Investment Bank July 2012 - June 2013
Cambridge Mortgage Group; Wells Fargo Home Loan; Your Home For Life; Gateway Funding; First Horizon; 2003 - 2012
AEW Capital Management 2001 - 2002
AEW Capital Management 1997 - 2001
Allmerica Financial / The Hanover Insurance Group 1993 - 1997
Fireman's Fund Insurance Company 1990 - 1993
Skills
Mortgage Lending, Loans, Loan Origination, Reverse Mortgages, Construction Loans, Real Estate, Mortgage Banking, Credit, Residential Mortgages, Banking, Finance, Investments, Portfolio Management, Financial Reporting, Financial Analysis, Financial Forecasting, Budget Forecasts, Budgets, Life Insurance, Investment Strategies, GAAP Standards, German GAAP, Statutory Accounting, Monthly Close Process, Quarterly Reviews, Year-end Close, Due Diligence, Forecasting, Cash Flow, Analysis, Refinance, Financial Accounting, FHA financing, USDA, Financial Statements, Account Reconciliation, Management, Financial Services, Strategy, Sales, Leadership, Business Planning
Education
Boston University
Completed 4 out of 6 courses, Financial Planner (candidate)
De La Salle University
21 credit hours, Graduate Studies in Business
Father Urios High
High School Diploma
University of the East
Bachelor of Science in Business Administration (BSBA), Accounting
David Mastroianni's AEW Capital Management Experience February 1999 - April 2001
Job Assistant Vice President at Wells Fargo
Industry Real Estate
Experience
Wells Fargo August 2011 - Present
New Boston Fund February 2003 - July 2011
Trilogy Partners LLC February 2002 - January 2003
AEW Capital Management February 1999 - April 2001
Arthur Andersen LLP June 1995 - February 1998
Skills
Accounting, Finance, Asset Managment, Financial Modeling, Real Estate, Leases, Property Management, Due Diligence, Asset Management, Real Estate Development, Acquisitions, Affordable Housing, Commercial Real Estate, Portfolio Management, Disposition, Financial Reporting, Real Estate Transactions, Variance Analysis, Financial Statements, Real Estate Economics, Valuation, Underwriting, Limited Partnerships, Retail, Real Estate Financing, Dispositions
Education
Boston University Questrom School of Business 1995 — 1996
MBA, Accounting
Tufts University 1991 — 1995
BA, Economics
Buckingham Browne & Nichols 1987 — 1991
Wells Fargo August 2011 - Present
New Boston Fund February 2003 - July 2011
Trilogy Partners LLC February 2002 - January 2003
AEW Capital Management February 1999 - April 2001
Arthur Andersen LLP June 1995 - February 1998
Skills
Accounting, Finance, Asset Managment, Financial Modeling, Real Estate, Leases, Property Management, Due Diligence, Asset Management, Real Estate Development, Acquisitions, Affordable Housing, Commercial Real Estate, Portfolio Management, Disposition, Financial Reporting, Real Estate Transactions, Variance Analysis, Financial Statements, Real Estate Economics, Valuation, Underwriting, Limited Partnerships, Retail, Real Estate Financing, Dispositions
Education
Boston University Questrom School of Business 1995 — 1996
MBA, Accounting
Tufts University 1991 — 1995
BA, Economics
Buckingham Browne & Nichols 1987 — 1991
Wendy Adam Cronin's AEW Capital Management Experience May 2002 - October 2006
Job Director of Asset Management at Unison Realty Partners
Industry Real Estate
Experience
Unison Realty Partners May 2011 - Present
Unison Realty Partners May 2011 - Present
TA Associates Realty November 2006 - March 2011
AEW Capital Management May 2002 - October 2006
Skills
Asset Management, Leases, Dispositions, Commercial Real Estate, Valuation, Financial Analysis, Due Diligence, Real Estate, Real Estate Development, Investments, Real Estate Transactions
Education
Boston College 1996 — 1999
Bachelor of Science (B.S.), Finance
Unison Realty Partners May 2011 - Present
Unison Realty Partners May 2011 - Present
TA Associates Realty November 2006 - March 2011
AEW Capital Management May 2002 - October 2006
Skills
Asset Management, Leases, Dispositions, Commercial Real Estate, Valuation, Financial Analysis, Due Diligence, Real Estate, Real Estate Development, Investments, Real Estate Transactions
Education
Boston College 1996 — 1999
Bachelor of Science (B.S.), Finance
Patricia Flynn's AEW Capital Management Experience July 2005 - Present
Job CPA/Vice President at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management July 2005 - Present
Caturano and Company September 2002 - July 2005
Arthur Andersen September 2001 - May 2002
Skills
Financial Reporting, US GAAP reporting, Financial Analysis, Accounting, CPA, US GAAP
Education
College of the Holy Cross 1997 — 2001
BA, Economics-Accounting
AEW Capital Management July 2005 - Present
Caturano and Company September 2002 - July 2005
Arthur Andersen September 2001 - May 2002
Skills
Financial Reporting, US GAAP reporting, Financial Analysis, Accounting, CPA, US GAAP
Education
College of the Holy Cross 1997 — 2001
BA, Economics-Accounting
Peter Norstrand's AEW Capital Management Experience 1981 - 1991
Job Independent Real Estate Professional
Industry Real Estate
Experience
AEW Capital Management 1981 - 1991
AEW Capital Management 1981 - 1991
Education
Boston College 1963 — 1966
Doctor of Law (J.D.)
Dartmouth College 1958 — 1963
Bachelor's degree
AEW Capital Management 1981 - 1991
AEW Capital Management 1981 - 1991
Education
Boston College 1963 — 1966
Doctor of Law (J.D.)
Dartmouth College 1958 — 1963
Bachelor's degree
Brian Favorat's AEW Capital Management Experience January 2015 - Present
Job Analyst at AEW Capital Management
Industry Financial Services
Experience
AEW Capital Management January 2015 - Present
SunGard Financial Systems November 2012 - December 2014
SunGard Financial Systems October 2011 - December 2012
SunGard June 2011 - September 2011
Empirix December 2009 - May 2010
Skills
Business Analysis, Equities, Financial Accounting, Microsoft Office, Financial Analysis, Microsoft SQL Server, Microsoft Excel, Cost Basis Reporting, Sarbanes-Oxley Act, Derivatives, Financial Services, Java, Cost Accounting, Oracle SQL, TACL, SDLC, Requirements Analysis, PowerPoint, Microsoft Word, Management, QuickBooks, Auditing, Atlassian JIRA, Financial Operations, Access Database, Corporate Actions, Deriv, Financial Planning, Finan
Education
Bentley University 2012 — 2015
Master of Business Administration (M.B.A.), Financial Planning and Services
Bentley University 2007 — 2011
Bachelor's Degree, Accountancy
AEW Capital Management January 2015 - Present
SunGard Financial Systems November 2012 - December 2014
SunGard Financial Systems October 2011 - December 2012
SunGard June 2011 - September 2011
Empirix December 2009 - May 2010
Skills
Business Analysis, Equities, Financial Accounting, Microsoft Office, Financial Analysis, Microsoft SQL Server, Microsoft Excel, Cost Basis Reporting, Sarbanes-Oxley Act, Derivatives, Financial Services, Java, Cost Accounting, Oracle SQL, TACL, SDLC, Requirements Analysis, PowerPoint, Microsoft Word, Management, QuickBooks, Auditing, Atlassian JIRA, Financial Operations, Access Database, Corporate Actions, Deriv, Financial Planning, Finan
Education
Bentley University 2012 — 2015
Master of Business Administration (M.B.A.), Financial Planning and Services
Bentley University 2007 — 2011
Bachelor's Degree, Accountancy
Deborah Callahan, CPA's AEW Capital Management Experience January 1997 - January 2000
Job Manager at Pelletier, Chase & Associates, LLC
Industry Accounting
Experience
Pelletier, Chase & Associates, LLC September 2005 - Present
Avidia Bank January 2000 - September 2004
AEW Capital Management January 1997 - January 2000
Skills
Financial Reporting, Financial Analysis, General Ledger, Financial Accounting, Budgets, Accounting, GAAP, Tax Returns, Tax, Sarbanes-Oxley Act, Microsoft Excel, Mergers & Acquisitions, Internal Controls, Strategic Planning, QuickBooks, Auditing, Management
Education
Assumption College 1989 — 1993
BA, Accounting
Lewiston High School
Lewiston High School
Lewiston High School
Pelletier, Chase & Associates, LLC September 2005 - Present
Avidia Bank January 2000 - September 2004
AEW Capital Management January 1997 - January 2000
Skills
Financial Reporting, Financial Analysis, General Ledger, Financial Accounting, Budgets, Accounting, GAAP, Tax Returns, Tax, Sarbanes-Oxley Act, Microsoft Excel, Mergers & Acquisitions, Internal Controls, Strategic Planning, QuickBooks, Auditing, Management
Education
Assumption College 1989 — 1993
BA, Accounting
Lewiston High School
Lewiston High School
Lewiston High School
Amanda Parisi's AEW Capital Management Experience May 2003 - August 2005
Job Associate at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyCorp September 2005 - Present
AEW Capital Management May 2003 - August 2005
Education
Bentley College 1999 — 2003
B.S., Accounting
KeyCorp September 2005 - Present
AEW Capital Management May 2003 - August 2005
Education
Bentley College 1999 — 2003
B.S., Accounting
Eric Eklund's AEW Capital Management Experience January 1996 - April 2000
Job Senior Vice President at Prism Realty Corporation
Industry Real Estate
Experience
Prism Realty Corporation March 2003 - Present
PM Realty Advisors April 2000 - March 2003
AEW Capital Management January 1996 - April 2000
CB Richard Ellis 1994 - 1995
Skills
Budgets, Finance, Investment Properties, Contract Negotiation, Commercial Real Estate, Acquisitions, Brokerage, Investments, Mergers & Acquisitions, Asset Managment, Leases, Property, Portfolio Management, Dispositions, Management, Real Estate Economics, Entitlements, Disposition, Asset Management, Real Estate Development, Real Estate Transactions, Negotiation
Education
University of California, Irvine 1992 — 1994
Masters of Business Administration
California Polytechnic State University-San Luis Obispo 1988 — 1992
bachelor of science, city and regional planning
Prism Realty Corporation March 2003 - Present
PM Realty Advisors April 2000 - March 2003
AEW Capital Management January 1996 - April 2000
CB Richard Ellis 1994 - 1995
Skills
Budgets, Finance, Investment Properties, Contract Negotiation, Commercial Real Estate, Acquisitions, Brokerage, Investments, Mergers & Acquisitions, Asset Managment, Leases, Property, Portfolio Management, Dispositions, Management, Real Estate Economics, Entitlements, Disposition, Asset Management, Real Estate Development, Real Estate Transactions, Negotiation
Education
University of California, Irvine 1992 — 1994
Masters of Business Administration
California Polytechnic State University-San Luis Obispo 1988 — 1992
bachelor of science, city and regional planning
James Luchars's AEW Capital Management Experience 1996 - 2012
Job Chief Investment Officer at Stonebridge Companies
Industry Real Estate
Experience
Stonebridge Companies February 2012 - Present
AEW Capital Management 1996 - 2012
Education
Cornell University 1992 — 1994
MPS, Hotel/Motel Administration/Management
Stonebridge Companies February 2012 - Present
AEW Capital Management 1996 - 2012
Education
Cornell University 1992 — 1994
MPS, Hotel/Motel Administration/Management
Nick Paine's AEW Capital Management Experience May 2007 - November 2009
Job Project Coordinator
Industry Information Technology and Services
Experience
PHT Corporation July 2010 - June 2012
AEW Capital Management May 2007 - November 2009
Skills
EDC, Analysis, Clinical Trials, Cross-functional Team...
Education
Babson College 2003 — 2007
B.S, Business Management; Finance and Management
PHT Corporation July 2010 - June 2012
AEW Capital Management May 2007 - November 2009
Skills
EDC, Analysis, Clinical Trials, Cross-functional Team...
Education
Babson College 2003 — 2007
B.S, Business Management; Finance and Management
Melanie Ulloa's AEW Capital Management Experience 1997 - 2001
Job Documentation Specialist at Coldwell Banker Commercial
Industry Law Practice
Experience
Coldwell Banker Commercial April 2013 - Present
Loyola Law School 2005 - 2007
CBRE 2001 - 2005
AEW Capital Management 1997 - 2001
Skills
Public Relations, Customer Service, Adobe Acrobat, Marketing, Social Networking, Blogging, Creative Writing, Real Estate, Press Releases, Newsletters, Social Media Marketing, Marketing Communications, Technical Writing, Negotiation, Administrative..., Event Management, Spanish, Facebook
Education
California State University-Los Angeles
English Language and Literature, General
Coldwell Banker Commercial April 2013 - Present
Loyola Law School 2005 - 2007
CBRE 2001 - 2005
AEW Capital Management 1997 - 2001
Skills
Public Relations, Customer Service, Adobe Acrobat, Marketing, Social Networking, Blogging, Creative Writing, Real Estate, Press Releases, Newsletters, Social Media Marketing, Marketing Communications, Technical Writing, Negotiation, Administrative..., Event Management, Spanish, Facebook
Education
California State University-Los Angeles
English Language and Literature, General
Olga Dratelis's AEW Capital Management Experience August 2013 - Present
Job Associate Accountant at Direct Investments Group at AEW Capital Management
Industry Accounting
Experience
AEW Capital Management August 2013 - Present
Ernst & Young September 2012 - Present
Ernst & Young October 2010 - August 2012
Ernst & Young September 2009 - September 2010
Skills
Assurance, Private Equity, Asset Management, Financial Statements, Fraud, Mutual Funds, Auditing, Financial Accounting
Education
University of Massachusetts, Amherst 2007 — 2009
Bachelor of Business Administration (BBA), Summa Cum Laude, Accounting, GPA 3.87
Cape Cod Community College 2005 — 2007
Associate of Science (A.S.), Accounting
AEW Capital Management August 2013 - Present
Ernst & Young September 2012 - Present
Ernst & Young October 2010 - August 2012
Ernst & Young September 2009 - September 2010
Skills
Assurance, Private Equity, Asset Management, Financial Statements, Fraud, Mutual Funds, Auditing, Financial Accounting
Education
University of Massachusetts, Amherst 2007 — 2009
Bachelor of Business Administration (BBA), Summa Cum Laude, Accounting, GPA 3.87
Cape Cod Community College 2005 — 2007
Associate of Science (A.S.), Accounting
Kristin O'Donnell's AEW Capital Management Experience March 2005 - Present
Job Senior Reporting Analyst at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management March 2005 - Present
AEW Capital Management March 2005 - April 2014
PERKINELMER, INC July 2003 - March 2005
Education
Boston College 1999 — 2003
Bachelor of Science (BS), Business - Concentration in Finance and Information Technology
HONG KONG UNIVERSITY OF SCIENCE AND TECHNOLOGY
BOSTON COLLEGE CARROLL SCHOOL OF MANAGEMENT
Bachelor of Science degree, Business; Finance Management and Information Systems
AEW Capital Management March 2005 - Present
AEW Capital Management March 2005 - April 2014
PERKINELMER, INC July 2003 - March 2005
Education
Boston College 1999 — 2003
Bachelor of Science (BS), Business - Concentration in Finance and Information Technology
HONG KONG UNIVERSITY OF SCIENCE AND TECHNOLOGY
BOSTON COLLEGE CARROLL SCHOOL OF MANAGEMENT
Bachelor of Science degree, Business; Finance Management and Information Systems
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY