Peter Chang manages the firm’s loan and investment portfolio and leads its investment mandate. Peter began his career as a financial consultant and real estate appraiser at Arthur Andersen and worked as an investment banker in the real estate group at Merrill Lynch and Insignia Financial. He has a BS from Cornell University and an MBA from Columbia Business School.
Adam Frank has extensive experience in the origination of CRE loans and NPL investments. Most recently, he was an Associate Director at Ladder Capital. Adam began his career as an equity research associate at Barclays Capital. He received a BS in Finance from the Leonard N. Stern School of Business at New York University.
Renee Volaric has extensive experience in business development in financial services. Most recently, Renee led the national origination efforts of a bridge real estate lender. She started her career in investment management at Hartland & Co. and later worked at US Capital Partners, a middle market investment bank. She has a BA from Ursuline College.
Tom McConnell is a Senior Advisor to GreenLake, focusing on all real estate assets with a concentration on hospitality and leisure. Tom has over forty years of experience in capital markets, valuations, and consulting. Prior to joining GreenLake, Tom was Executive Managing Director of Cushman & Wakefield’s US hotel transaction practice in New York. Tom has a BA from Brown University and an MPS degree from Cornell University.
Danah Yoon has consulted in various industries including real estate, fine arts, and hospitality. Prior to joining GreenLake, Danah managed retail development at BMW Group for the South Korean market. Danah has a BA in Economics from Korea University and a MS in Real Estate Development from the University of Southern California.
Joseph Sprague has worked extensively in private banking and wealth management. Joe started at Morgan Stanley and WM Financial, WaMu’s private bank. Most recently, he was at Wells Fargo. He has a BA from the University of California, Santa Barbara and an MBA from Pepperdine University.
Dave Park started his career as a wealth manager at WaMu’s private bank, WM Financial. Prior to, Dave worked in middle market investment banking at KPMG Corporate Finance and Redwood Securities. He received his BA from the University of California, Santa Barbara.
Stephanie Jimenez brings over 10 years of client service experience from a variety of industries including finance, education, healthcare and hospitality. Prior to joining GreenLake, Stephanie was a Retirement Benefit Specialist for LA County. Stephanie received her BA in Economics from California State University, Los Angeles.
Paul Diamond worked in investment management consulting at J. William Taylor & Associates in London. He also worked at Mapleton Investments, a Los Angeles family office and has directly managed a variety of private-equity backed companies. Paul has a BA from Colby College and an MBA from the UCLA Anderson School of Management.
Amy Bertolini brings over 24 years of experience in public accounting in audit, tax and as a consulting Controller and CFO, most recently at HKG, LLP in Pasadena. Amy has managed clients in various industries including not-for-profit, distribution/manufacturing, real estate and private equity. Amy is a certified public accountant and received her BS in accounting from California Polytechnic University, Pomona.
Caroline Leritz serves as GreenLake’s General Counsel, overseeing the legal affairs of the company. Prior to joining GreenLake, Caroline worked at a full-service law firm where she focused her practice in real estate, finance, and general corporate matters, and acted as GreenLake’s outside general counsel. She received a BS with honors from Saint Louis University and a JD with honors from Saint Louis University School of Law.
Kathy Kim has been involved in loan servicing and collection since the firm’s inception. Prior to, she managed administration and operations for a boutique, corporate finance advisory firm and was also operations manager for a billing and collections healthcare company. Kathy has a BA from California State University, Long Beach.
Monica Rodriguez brings over 17 years of experience in both public and private accounting. She has managed the accounting departments of private and publicly traded companies in various industries including manufacturing and distribution/service. Monica is a certified public accountant and received her BS in accounting from California Polytechnic University, Pomona.
Peter Ryan started his career as a marketing and e-commerce specialist in the luxury consumer product industry. Prior to, he managed marketing for an international distribution firm and launched domestic brands in the Asian market. Peter has a BA from the University of California, Los Angeles.
Michael Jacobs has a strong background in real estate, recently at a development firm on projects spanning the west coast and Florida. He served as a legislative analyst on Capitol Hill, as a key policy advisor to a member of the U.S. House of Representatives. Mike holds a BA in History from Cornell University and an MBA from the University of Southern California.