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FEA Board: NorCal Real Estate PE


Cary Anderson

CFO
Ohana Real Estate Investors


 

Cary has over 20 years of experience and the CFO, Controller and Vice President levels.

Cary is the Chief Financial Officer for Ohana Real Estate Investors, a real estate investment, development and brokerage firm focused on high quality, desirably located hotels and fully serviced residential communities. Previously, Cary served as the Chief Financial Officer at GI Partners, a private equity firm, where he also held roles as Vice President of Finance and Chief Compliance Officer. Cary joined GI Partners initially as a member of the Digital Realty Trust IPO team. In addition, Cary was the VP - Principal Accounting Officer for Spieker Properties, a public REIT, where he contributed to the successful IPO and eventual sale of the company. Cary also served as the Western Division Chief Financial Officer at Federal Realty Investment Trust.


David Carroll

‎CFO
Virtu Investments
 

 


Drew Dowsett

CFO
Shorenstein

Drew Dowsett joined Shorenstein in 2002. He is responsible for oversight and direction of the company’s accounting, audit and tax functions, including budgeting, forecasting and treasury services.

Mr. Dowsett is a Certified Public Accountant and a member of The California Society of CPAs. He is also a member of NAREC, an association for real estate finance professionals.

Prior to joining Shorenstein, Mr. Dowsett was chief financial officer for Milepost Industries and prior to that served as chief financial officer for The Swig Company. Mr. Dowsett has also worked as controller for The Charles Schwab Corporation and as an audit manager for Deloitte & Touche.

Mr. Dowsett graduated from the University of Utah with a B.S.


Josh Frieman

Principal
Prime Group

As a Principal in the San Francisco office of Prime Group, Josh Frieman leads Prime’s accounting, investor relations and administrative team. He also serves as Prime’s Chief Compliance Officer. Prime Group has two lines of business: buying, owning and managing large apartment communities in the Western United States and, through Prime Finance, buying and originating commercial real estate loans throughout the United States. Josh joined Prime Group in 2005 and has been involved in all facets of real estate investment, finance and administration including leadership roles in over $3 billion of real estate transactions. Prior to that, he was an advisor to distressed businesses, overseeing numerous restructurings and liquidations. Earlier in his career, Josh practiced corporate law with Latham & Watkins and served as the General Counsel for a start-up technology company. Josh graduated with honors from University of California at Berkeley and Harvard Law School.


Jakob Gron

VP
Merlone Geier Partners
 

Jakob is a Vice President on the Capital Markets and Finance team at Merlone Geier Partners. His primary responsibilities include coordination of the firm’s accounting function, financial reporting and tax compliance as well as oversight of treasury management and internal controls. Prior to joining Merlone Geier Partners, Jakob held multiple financial roles at Greenbriar Homes Communities and worked for several years in the real estate tax group of Ernst & Young LLP. Jakob holds a degree in Business Administration and Economics from the Copenhagen Business School and is a licensed CPA.


Chad Rego

Senior Managing Director
First Republic Bank

Chad Rego joined First Republic Bank in December 1997. He provides lending, private banking, wealth management, and trust services delivered through a team of highly-experienced financial professionals. In addition to servicing his existing client base, he co-manages a relationship management team of 35 individuals. Over the past 14 years, he has been responsible for the origination of over $2B in credit facilities. Chad moved to San Francisco after attending the University of Colorado and lives in Piedmont with his wife and two children.


Peter Susko

CFO & CCO
Homestead Capital USA

Peter Susko is CFO/CCO at Homestead Capital. He has 35 years of experience in investment management, real estate, law and accounting. Previously, he was Portfolio Manager and a member of the Investment Committee at Swift Real Estate Partners and a Director with Deutsche Bank/RREEF, where he was a member of the transactions and portfolio management groups. In addition, he spent 15 years as CFO and investment manager of three family offices, practiced tax and corporate law and established an investment, tax and legal consulting business. Mr. Susko holds a BA from the University of Rochester, JD from UCLA and MBA from UC Berkeley and is a Chartered Financial Analyst.


Tony Verdon

CFO
Belveron Real Estate Partners, LLC

Mr. Verdon oversees finance and accounting functions as well as legal entity formation and structure and facilitating debt and equity capital transactions. Prior to joining Belveron, Tony was a Portfolio Manager at Clairvue Capital Partners where he was responsible for overseeing a portfolio of debt and equity investments in various real estate asset classes. Prior to joining Clairvue, he held Controller and Vice President positions with various real estate private equity firms. He began his career in KPMG’s audit practice where he focused on construction and real estate clients, and is a licensed CPA (inactive). Tony holds dual under-graduate degrees in Business Administration and Accounting from St. Mary’s College of California, and an MBA from Berkeley’s Haas School of Business. He lives in San Francisco with his wife and spends the weekends trail running.

 
 
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