Asana Partners

Our Team

  • Terry S. Brown

    Managing Partner

    Terry S. Brown

    Managing Partner

    Terry S. Brown is a founder and Managing Partner of Asana Partners. Brown has 33 years of commercial real estate experience in retail strategy/merchandising, investments, capital markets, operations, and business and organizational development.

    Prior to co-founding Asana Partners, Brown was the Chairman & Chief Executive Officer of EDENS, one of the nation’s leading owners, operators, and developers of retail real estate.

    Prior to EDENS, Brown was the Chief Executive Officer of Andersen Corporate Finance, LLC (NASD Broker Dealer subsidiary of Arthur Andersen) where he was responsible for strategy and investment banking activities on a global basis across the real estate, manufacturing, technology, services, and energy industries. At Andersen, Brown was a recognized industry leader in the formation and recapitalization of entity-level corporate real estate transactions leading to initial public offerings and institutionally capitalized private companies. Prior to Andersen, he was a United States Army Officer.

    Brown is a member of the Urban Land Institute and the International Council of Shopping Centers where he is a former Trustee and Executive Committee member. Additionally, Brown serves on the Board of Directors of AvalonBay Communities. He was named a 2011 Ernst & Young Entrepreneur of the Year Regional Award winner and National Finalist. Brown also has appeared frequently as an industry expert on Bloomberg TV, CNBC, and Fox Business. Brown is a summa cum laude graduate of the University of Georgia with a Bachelor of Business Administration degree.

    Career Highlights

    • Asana Partners
      Managing Partner, 2015 to present
    • EDENS
      Chief Executive Officer, 2002 to 2015
    • EDENS
      Chairman, 2013 to 2015
    • Andersen Corporate Finance
      Chief Executive Officer
    • Arthur Andersen
      Partner
    • United States Army
      Officer

    Awards and Accomplishments

    • Entrepreneur of the Year National Finalist, Ernst & Young
      2011
    • Distinguished Alumni Award, University of Georgia Terry College of Business
      2013
    • National Real Estate Investor Top Ten to Watch
      2007
    • Liberty Fellow, Aspen Institute Global Leadership Initiative
      2004 to 2006
  • Jason K. Tompkins

    Managing Partner

    Jason K. Tompkins

    Managing Partner

    Jason K. Tompkins is a founder and Managing Partner of Asana Partners. Tompkins has 24 years of commercial real estate experience in investments, asset management, operations, capital markets, and institutional investor relations. Tompkins has served as lead execution officer on more than $20 billion of private and public real estate and capital markets transactions, including portfolio and company acquisitions, private equity placements, initial public offerings, joint ventures, secured financings, and unsecured financings.

    Prior to co-founding Asana Partners, Tompkins was the Chief Financial Officer of EDENS, one of the nation’s leading owners, operators, and developers of retail real estate.

    Prior to EDENS, Tompkins was a Vice President with Wachovia Securities’ Real Estate Investment Banking where he was responsible for the execution of private and public acquisitions and capital markets transactions. Prior to Wachovia Securities, Tompkins was a Director with Andersen Corporate Finance, LLC (NASD Broker-Dealer subsidiary of Arthur Andersen) where he was responsible for the execution of portfolio and company sales, joint ventures, and private equity placements. Prior to Andersen, Tompkins was a Vice President of European Mergers and Acquisitions with GE Capital Real Estate in Paris, France.

    Tompkins is a past Chairman of the Board of Trustees of Hammond School. He is a member of Liberty Fellowship, a global leadership initiative sponsored by the Aspen Institute, the International Council of Shopping Centers; the Pension Real Estate Association, and the Urban Land Institute. Tompkins is a graduate of Virginia Tech with a Bachelor of Science in Aerospace Engineering and has completed executive management coursework at the Wharton School, the Aspen Institute, and INSEAD in Fontainebleau, France.

    Career Highlights

    • Asana Partners
      Managing Partner, 2015 to present
    • EDENS
      Chief Financial Officer, 2004 to 2015
    • Wachovia Securities
      Real Estate Investment Banking Vice President
    • Andersen Corporate Finance
      Real Estate Director
    • GE Capital Real Estate
      European Mergers and Acquisitions, Vice President

    Awards and Accomplishments

    • Liberty Fellow, Aspen Institute Global Leadership Initiative
      2012 to 2014
  • Sam E. Judd

    Managing Partner

    Sam E. Judd

    Managing Partner

    Sam E. Judd is a founder and Managing Partner of Asana Partners. Judd has 16 years of retail real estate experience in acquisitions, dispositions, development, redevelopment, leasing and operations, and has led real estate transactions in most major markets in the United States, including Boston, New York, Washington, DC, Miami, Chicago, and Los Angeles.

    Prior to co-founding Asana Partners, Judd was the Vice President of Real Estate of Sears Holdings Corporation. At Sears, Judd led the development subsidiary of Sears Holdings (Seritage Realty Trust) in executing redevelopments, anchor leasing, and strategic transactions for Sears and Kmart properties across the United States. In addition, Judd co-led the Sears Real Estate team in the formation and July 2015 launch of Seritage Growth Properties, a $2.5 billion publicly traded REIT. While at Sears, Judd had overall responsibility for the planning and execution of more than two million square feet of development activity and the establishment of key anchor retailer relationships across the United States.

    Prior to Sears Holdings, Judd led the Northeast Region for EDENS, one of the nation’s leading owners, operators, and developers of retail real estate. At EDENS, Judd directed the development, redevelopment, leasing, and operations for more than four million square feet of retail real estate and served on the Development and Investment Committees.

    Judd earned a Master of Business Administration from the University of North Carolina at Chapel Hill with a concentration in Real Estate Finance and Development and he is a graduate of Bates College with a Bachelor of Arts degree.

    Career Highlights

    • Asana Partners
      Managing Partner, 2015 to present
    • Sears Holdings Corporation
      Vice President of Real Estate, 2014 to 2015
    • EDENS
      Vice President of Investments, 2005 to 2014
  • Reed A. Kracke

    Managing Director

    Reed A. Kracke

    Managing Director

    Reed A. Kracke is a Managing Director of Asana Partners.  Kracke has 12 years of industry experience including redevelopment, development, parcel assemblage and entitlement, and acquisitions. At Asana Partners, Kracke is a member of the Investment Committee and has overall responsibility for redevelopment, development, tenant build-out activities, and acquisitions in the mid-Atlantic target markets.

    Prior to Asana Partners, Kracke was a Vice President – Development at EDENS, one of the nation’s leading owners, operators, and developers of retail real estate. At EDENS, Kracke led urban redevelopment and development activity in the Washington, DC MSA including the management of leasing, design, and construction for approximately 650,000 square feet of urban retail redevelopment and development projects. Kracke executed more than $400 million of transactions including structured forward take-outs with national multi-family developers for ground floor retail condominium interests, tax increment financing for mixed-use development, and urban parcel assemblage.

    Prior to EDENS, Kracke held a retailer consulting position with Accenture, an international consulting and outsourcing firm, working with retailers to increase efficiencies in critical management functions. 

    Kracke has volunteered with the Junior Achievement Program and is actively involved in the Real Estate professional community as a member of ULI and ICSC.  Kracke is a graduate of the University of Richmond with a Bachelor of Arts degree. 

  • Brian R. Purcell

    Managing Director

    Brian R. Purcell

    Managing Director

    Brian R. Purcell is a Managing Director of Asana Partners. Purcell has 12 years of commercial real estate experience in acquisitions, portfolio management, asset management, development, dispositions, and leasing in major markets in the United States. At Asana Partners, Purcell is a member of the Investment Committee and has overall responsibility for acquisitions.

    Prior to Asana Partners, Purcell was a Director of Asset Management at USAA Real Estate Company, an investment management firm with over $15 billion in assets under management. In that role, Purcell oversaw a commercial real estate portfolio of over two million square feet located in the central region of the United States. Prior to his role in Asset Management, he was a Director of Portfolio Management, focusing on investments for multiple funds and separate accounts.

    Prior to USAA Real Estate Company, Purcell was a Vice President at Lincoln Harris focused exclusively on retail real estate. Purcell began his real estate career at CBRE Group where he focused on shopping center investment sales and retail brokerage.

    Purcell is a member of the Urban Land Institute, where he currently serves on the Capital Markets Council, and the International Council of Shopping Centers. He serves on the Board of Trustees for the Deep Ellum Foundation.

    Purcell earned a Master of Business Administration from the University of North Carolina at Chapel Hill with a concentration in Real Estate and Corporate Finance, where he was the recipient of the Trammel Crow Residential/Leonard Wood Fellowship and a Dean’s Fellowship, and currently serves on the faculty.  Purcell is a graduate of Davidson College with a Bachelor of Arts degree.

     

  • Justin T. Kundrak

    Director – Investments

    Justin T. Kundrak

    Director – Investments

    Justin T. Kundrak is a Director – Investments at Asana Partners.  Kundrak has 7 years of industry experience in real estate transaction sourcing, negotiation, structuring, and execution. At Asana Partners, Kundrak leads acquisitions and dispositions for target markets in the Western U.S.

    Prior to Asana Partners, Kundrak was a Director at HFF, one of the nation’s largest capital markets intermediaries. At HFF, Kundrak focused on advising clients on the sale and recapitalization of retail and mixed-use real estate assets in the Western U.S. Over the course of his career at HFF, Kundrak was directly involved in over $5 billion of acquisition, disposition, and recapitalization transactions.

    Kundrak is actively involved in the Southern California real estate professional community as a member of ICSC and NAIOP, with leadership positions in the ICSC SoCal Planning Board and NAIIOP YPG Alumni Committee.  Kundrak is a graduate of Pepperdine University with a Bachelor of Arts degree.

  • Brad M. Kantrowitz, CPA

    Senior Associate – Investments

    Brad M. Kantrowitz, CPA

    Senior Associate – Investments

    Brad M. Kantrowitz is a Senior Associate – Investments at Asana Partners. Kantrowitz has over eight years of real estate experience, including investments, capital markets, portfolio management, and accounting.

    Prior to Asana Partners, Kantrowitz was an Associate with Bank of America Merrill Lynch’s Real Estate Investment Banking group where he executed more than $17 billion of real estate and capital markets transactions, including acquisitions, dispositions, initial public offerings, and debt financings. Key transactions included the sale of Education Realty Trust to Greystar, Americold Realty Trust’s initial public offering, and acquisition financing for Brookfield’s acquisition of GGP.

    Prior to Bank of America Merrill Lynch, Kantrowitz worked at GTIS Partners, a ~$5 billion real estate investment management firm. His responsibilities included acquisitions, portfolio management, and accounting for GTIS Partners’ Brazil funds. Prior to GTIS Partners, Kantrowitz was a Senior Associate with KPMG where he performed financial due diligence and audited real estate firms.

    Kantrowitz earned a Master of Business Administration from the University of North Carolina at Chapel Hill with a concentration in Real Estate and Corporate Finance and is a graduate of the University of Wisconsin – Madison with a Bachelor of Business Administration degree. Kantrowitz is a licensed Certified Public Accountant.

  • Matthew P. Muse

    Senior Associate – Investments

    Matthew P. Muse

    Senior Associate – Investments

    Matthew P. Muse is a Senior Associate – Investments at Asana Partners. Muse has five years of commercial real estate experience in acquisitions and development in a variety of markets across the United States.

    Prior to Asana Partners, Muse served as a lead Investment Analyst in the Atlanta office of PGIM Real Estate (formerly Prudential Real Estate Investors). At PGIM, Muse assisted in the closing of $1.5 billion of acquisitions and joint venture developments on behalf of various open-end, closed-end, and single-client investment vehicles. Muse handled investment opportunities spanning all property types: retail, office, multifamily, industrial, hotel, and self-storage. Muse was responsible for financial analysis, preparation of investment committee materials, coordination of due diligence efforts through closing, and management of partner/broker relations. PGIM Real Estate manages $66.0 billion of gross assets with a track record spanning over 45 years.

    Muse is a graduate of the University of North Carolina at Chapel Hill with a Bachelor of Science in Business Administration and concentrations in Finance and Real Estate. Muse is actively involved in the Real Estate professional community as a member of ULI and ICSC.

  • Briana N. Baffer

    Associate – Investments

    Briana N. Baffer

    Associate – Investments

    Briana N. Baffer is an Associate – Investments at Asana Partners. Baffer has commercial real estate experience in acquisitions and capital markets in the Southeast.

    Prior to Asana Partners, Baffer was an Intern at Bank of America Merrill Lynch in the Real Estate Syndications group. Prior to Bank of America, Baffer was an Intern at The Dilweg Companies, a private real estate investment firm in the Southeast, focusing on regional acquisitions. In that role, Baffer underwrote over $600 million in investment opportunities.

    Baffer received her undergraduate degree from the University of North Carolina Chapel Hill. Baffer graduated in May 2017 with a degree in Business Administration from the Kenan-Flagler Business School where she concentrated in Real Estate and Finance.

  • Martha Stewart Joiner

    Associate – Investments

    Martha Stewart Joiner

    Associate – Investments

    Martha Stewart Joiner is an Associate – Investments at Asana Partners. Fuqua has commercial real estate experience in investment sales in the Southeast.

    Prior to Asana Partners, Joiner was an Investment Sales Intern at Colliers International. At Colliers, Joiner was responsible for compiling market sales data and generating property cash flows for prospective offerings on behalf of the Atlanta office investment sales team. Prior to Colliers International, Joiner was an Intern at Southeast Venture in Nashville.

    Joiner received her undergraduate degree from the University of North Carolina Chapel Hill. Joiner graduated in May 2017 with a degree in Business Administration from the Kenan-Flagler Business School where she concentrated in Real Estate and Finance.

  • Nick M. Garrett

    Analyst – Investments

    Nick M. Garrett

    Analyst – Investments

    Nick M. Garrett is an Analyst – Investments at Asana Partners.

    Prior to accepting a full-time position, Garrett worked as an intern at Asana Partners from May 2016 through December 2018. During this time, Garrett worked in various capacities with the Asset Management, Capital Markets, Development, and Investments teams.

    Garrett graduated Summa Cum Laude with Honors from the University of Georgia’s Terry College of Business with a Bachelor of Business Administration in Finance. Additionally, Garrett earned his Certificate in Personal and Organizational Leadership as a Leonard Scholar in the Terry College’s Institute for Leadership Advancement.

  • Doug J. Revak

    Analyst – Investments

    Doug J. Revak

    Analyst – Investments

    Doug J. Revak is an Analyst – Investments at Asana Partners.

    Prior to Asana Partners, Doug was an Investment Analyst with The Townsend Group, an Aon Company. At Townsend, Doug was responsible for providing real estate and real asset advisory services across a diverse set of large institutional investors. Prior to Townsend, Doug was an Intern with Diamond Hill Capital Management in Columbus, Ohio.

    Revak received his undergraduate degree from The Ohio State University. Revak graduated Cum Laude in May 2018 with a degree in Business Administration from the Fisher College of Business where he majored in Finance.

  • ​R. Seth Black, CPA

    Managing Director

    ​R. Seth Black, CPA

    Managing Director

    R. Seth Black is a Managing Director of Asana Partners. Black has 14 years of real estate value creation experience in portfolio management, property operations, analytical investment management, capital markets, accounting, and tax. At Asana Partners, Black is a member of the Investment Committee and has overall responsibility for acquisition onboarding, asset management, and property management.

    Prior to Asana Partners, Black was the Chief Financial Officer of Adamant Energy, a real estate focused sustainability solutions provider.

    Prior to Adamant Energy, Black was the Vice President - Portfolio Management of EDENS, one of the nation’s leading owners, operators, and developers of retail real estate. At EDENS, Black led financial, portfolio, and valuation reporting to management and shareholders, analytical investment management, and business systems integration. In addition, Black played an integral role in over $4.0 billion of capital markets transactions that included institutional equity placements, follow-on capital commitments, unsecured and secured debt placements, and the acquisition and integration of a public REIT. Black started his career at Grant Thornton, providing consulting services to large and mid-cap real estate, transportation, and financial services clients.

    Black earned a Master of Accountancy from the Darla Moore School of Business of the University of South Carolina, and he is a graduate of Presbyterian College with a Bachelor of Science in Business Administration.  Black is a licensed Certified Public Accountant.

  • Chris R. Dalton

    Director – Asset Management

    Chris R. Dalton

    Director – Asset Management

    Chris R. Dalton is a Director – Asset Management at Asana Partners. Dalton has eight years of commercial real estate experience in capital markets, asset management, sustainability, development, dispositions, site selection, and retail strategy.

    Prior to Asana Partners, Dalton was a Principal at Adamant Energy, a real estate focused sustainability solutions provider. 

    Prior to Adamant Energy, Dalton was the New York Regional Director for Pure Barre, an L Catterton portfolio company and one of the nation’s leading fitness brands with over 450 locations. Additional portfolio companies of L Catterton include, or have included, Restoration Hardware, Fly Wheel, Caribou Coffee, Chopt, Corepower Yoga, and Pirch. In that role, Dalton oversaw the site selection, build-out, opening, and on-going operations of six corporate Pure Barre studios in the greater New York metro area.  Prior to his role in operations, he was the Director of Real Estate, focusing on site selection, lease negotiation, and platform expansion in the Northeast, Mid-Atlantic, and Chicago metro areas.

    Prior to Pure Barre, Dalton worked at EDENS, one of the nation’s leading owners, operators, and developers of retail real estate. At EDENS, Dalton completed the company's Financial Management Training Program (“FMP”) and played key roles in capital markets, asset management, acquisitions, dispositions, and development. Upon completion of the FMP, Dalton transitioned to the Northeast Investments team where he was the primary analyst responsible for acquisitions, redevelopment, development, and asset management for more than four million square feet of retail investments.

    Dalton is a graduate of Wofford College with a Bachelor of Arts in Finance.

  • G. Welch Liles, III

    Director – Development

    G. Welch Liles, III

    Director – Development

    G. Welch Liles, III is the Director – Development at Asana Partners. Liles has over eight years of industry experience in construction management and development.

    Prior to Asana Partners, Liles was a Project Manager for Choate Construction, a leading general contractor and construction management company. While at Choate, Liles was responsible for the contracting, budget management, scheduling, value engineering, and coordination of day to day construction operations for new construction and base build projects. He has executed the completion of over $150 million and 1,000,000 square feet of mixed use, office, and retail developments. Prior to Choate, Liles held a Project Manager position for Balfour Beatty Construction, one of the largest general contractors in the United States.

    Liles is a graduate of North Carolina State University with a Bachelor of Science in Civil Engineering. Liles is an active member of the NAIOP Developing Leaders and the Urban Land Institute.

  • Ashley D. McDonald

    Director – Development

    Ashley D. McDonald

    Director – Development

    Ashley D. McDonald is a Director – Development at Asana Partners based in Los Angeles.  McDonald has 13 years of industry experience in development, asset management, and capital markets.

    Prior to Asana Partners, McDonald was Vice President - Asset Management at Sunbelt Investment Holdings, an owner and operator of 3.5 million square feet of neighborhood and community shopping centers and 1,700 acres of developable land in Southern California and Arizona.  At Sunbelt, McDonald was responsible for setting development and leasing strategy, redevelopment of anchor box space, and identifying value-creation redevelopment and development opportunities.  McDonald's roles included financial analysis, development planning, entitlement strategy, and leasing.

    Prior to Sunbelt, McDonald was Vice President - Investments at Pacific Equity Properties, an investment and development firm specializing in urban infill and mixed-use projects.  At Pacific Equity, McDonald played a key role in acquisitions, project capitalization, development planning, entitlements, project management, and leasing.

    McDonald earned a Master of Business Administration from Columbia Business School and she is a graduate of University of California, Los Angeles with a Bachelor of Arts degree.

  • Hayes C. Brown

    Senior Associate – Asset Management

    Hayes C. Brown

    Senior Associate – Asset Management

    Hayes C. Brown is a Senior Associate – Asset Management at Asana Partners. Brown has five years of experience in the commercial real estate industry.

    Prior to Asana Partners, Brown was a relationship manager in Wells Fargo Bank’s REIT Finance Group. At Wells Fargo, Brown was responsible for underwriting, loan structuring, and ongoing portfolio management for public and private REITs across various commercial real estate sectors. In this role, Brown was involved in over 40 transactions of corporate debt facilities totaling loan volume in excess of $20 billion. Brown also oversaw a loan portfolio of over $1 billion for REIT clients in the Southeast and Midwest regions.

    Brown is a magna cum laude graduate of Wofford College with a Bachelor of Arts in Finance.

  • Brian M. McWeeney

    Senior Associate – Asset Management

    Brian M. McWeeney

    Senior Associate – Asset Management

    Brian M. McWeeney is a Senior Associate – Asset Management at Asana Partners. McWeeney has over eight years of experience in real estate transaction sourcing, negotiating, structuring, and executing. At Asana Partners, McWeeney leads the management and execution of investments in the Western US. 
     
    Prior to Asana Partners, McWeeney managed acquisitions for Timber Hill Group, a real estate private equity firm focused on value-add industrial and logistics properties. Brian also coordinated construction and financing for Three Ring Studios, a 40-acre media production campus.
     
    Prior to Timber Hill Group, McWeeney was a Director with CBRE’s National Retail Partners Team. McWeeney managed sourcing, financial analysis, and marketing for CBRE’s largest retail investment sales platform. Over the course of his career, Brian has led the underwriting and execution of over $6 Billion of real estate transactions spanning all property types in all major US markets.  
     
    McWeeney earned a Master of Business Administration from Northwestern Kellogg School of Management with a concentration in Finance and is a graduate of the University of Wisconsin – Madison with a double major in both Urban Land Economics and Finance. McWeeney is a member of the Urban Land Institute and the International Council of Shopping Centers.

  • Cailey A. Rowe, CPA

    Senior Associate – Asset Management

    Cailey A. Rowe, CPA

    Senior Associate – Asset Management

    Cailey A. Rowe is a Senior Associate – Asset Management at Asana Partners. Rowe has three years of accounting experience.

    Prior to Asana Partners, Rowe was an Audit and Assurance Senior with Grant Thornton LLP, where she provided assurance and advisory services to both publicly traded and private companies in industries including construction/home builders, technology distributors, commercial services, and manufacturing.  At Grant Thornton LLP, Rowe was responsible for conducting financial statement audits, including reviewing various transaction cycles and analyzing financial statements.

    Rowe is a member of the United Way of the Midlands Young Leaders Society and volunteers with a variety of local organizations. Rowe earned a Master of Accountancy from the Darla Moore School of Business of the University of South Carolina with a concentration in Business Measurement and Assurance, and she is a graduate of Wofford College with a Bachelor of Arts in Accounting and a Minor in Business. Rowe is a licensed Certified Public Accountant.

  • Matthew P. Saylor

    Senior Associate – Asset Management

    Matthew P. Saylor

    Senior Associate – Asset Management

    Matthew P. Saylor is a Senior Associate – Asset Management at Asana Partners. Saylor has five years of experience in the commercial real estate industry.

    Prior to Asana Partners, Saylor was an Associate in Asset Management at Jamestown. At Jamestown, Saylor was responsible for financial analysis, budget and forecasting, lease review, and the preparation of investment committee materials for retail, office and mixed-use assets in Atlanta, New York City, and San Francisco. Saylor also participated in seven disposition transactions with a combined market value of $3.5 billion including the sale of Chelsea Market in New York City.

    Saylor is a Summa Cum Laude graduate of the University of Georgia with a Bachelor of Business Administration in Finance and Real Estate.

  • Bethany M. Seewoester

    Senior Associate

    Bethany M. Seewoester

    Senior Associate

    Bethany McCain Seewoester is a Senior Associate at Asana Partners. Seewoester has five years of experience in the commercial real estate industry.

    Prior to Asana Partners, Seewoester was an Associate within the Project Management team at Hodes Weill & Associates, a leading, global capital advisory firm focused on the real estate investment and funds management industry. At Hodes Weill, Seewoester was responsible for driving the institutional capital raising process for numerous funds and separate accounts, including Asana Partners Funds I and II. Seewoester worked on institutional capital raises totaling approximately $3.2 billion during her tenure at Hodes Weill. Before joining Hodes Weill, Seewoester was an Analyst at J.P. Morgan, where she worked in CMBS Capital Markets.

    Seewoester is a Summa Cum Laude graduate with Highest Honors from the University of Georgia with a Bachelor of Arts in Economics and International Affairs.  

  • Jimmy J. Bambrick

    Senior Associate – Capital Markets

    Jimmy J. Bambrick

    Senior Associate – Capital Markets

    Jimmy J. Bambrick is a Senior Associate – Capital Markets at Asana Partners. Bambrick has four years of capital markets experience within the commercial real estate industry.

    Prior to Asana Partners, Bambrick was an Associate at RBC Capital Markets, where he conducted fundamental research of real estate markets and individual public REITs. At RBC, Bambrick constructed and maintained financial models, performed market analyses, published research notes, and communicated investment recommendations to institutional investors. Bambrick also led the research and writing of topical reports including ‘Street retail rising – a look at the next retail wave’, a detailed assessment of the street retail real estate landscape and its growth potential. While at RBC, the RBC REIT Team climbed to #5 in Institutional Investor’s annual ranking of the nation’s best sell-side analysts.

    Bambrick is a summa cum laude graduate of Miami University with a Bachelor of Science in Business with a concentration in Finance.

  • Christopher R. Alexander

    Associate – Asset Management

    Christopher R. Alexander

    Associate – Asset Management

    Christopher R. Alexander is an Associate – Asset Management at Asana Partners. Alexander has investment and asset management experience in real estate and global financial markets.

    Prior to Asana Partners, Alexander was a Senior Analyst at the South Carolina Retirement System Investment Commission serving on the Real Assets team. While at the RSIC, he underwrote third-party investment management firms for large capital investments across the real estate and infrastructure sectors globally.

    Alexander is a graduate of the University of South Carolina with a Bachelor of Science in Business Administration degree in Finance with a concentration in Economics. Alexander has earned the Chartered Alternative Investment Analyst designation.

  • Craig R. Aulebach

    Associate – Development

    Craig R. Aulebach

    Associate – Development

    Craig Aulebach is an Associate – Development of Asana Partners. Aulebach has over seven years of experience working in the commercial real estate industry.

    Prior to Asana Partners, Aulebach was a Project Manager for CBRE, the world’s largest commercial real estate services firm. While at CBRE, Aulebach worked on CBRE’s Bank of America account for 5 years, providing dedicated project management services for the bank’s national retail financial center network. Following this role, Aulebach became a project manager for CBRE’s Carolina market team where he was responsible for managing projects for building owners, occupiers, and corporate clients in the region. Aulebach has experience working in a variety of property types including office, retail, and industrial.

    Aulebach is a graduate of the University of Virginia with a Bachelor of Arts degree and a graduate of the University of North Carolina at Charlotte with a Master of Science degree in Real Estate Finance and Development.

  • Viraj N. Patel

    Associate – Asset Management

    Viraj N. Patel

    Associate – Asset Management

    Viraj N. Patel is an Associate – Asset Management at Asana Partners. Patel has over six years of experience in management consulting and commercial banking.
     
    Prior to Asana Partners, Patel was a Senior Consultant at Deloitte where he focused on providing strategic, operational, and regulatory management consulting services to a wide range of large financial institutions, with an emphasis on global banking and securities clients undergoing structural transformation. Prior to Deloitte, Patel served as the lead commercial credit analyst for Palmetto Bank where he executed more than $750 million of commercial banking transactions for the bank’s commercial and corporate banking portfolio.
     
    Patel is a graduate of Wofford College with a Bachelor of Arts in Finance and Spanish.

  • Jack L. Sullivan

    Associate – Capital Markets & Asset Management

    Jack L. Sullivan

    Associate – Capital Markets & Asset Management

    Jack L. Sullivan is a Associate – Capital Markets & Asset Management at Asana Partners. Sullivan has over three years of investment management experience and one year of experience within the commercial real estate industry.

    Prior to Asana Partners, Sullivan was an Investment Analyst at Bank of America Merrill Lynch. In this role, Sullivan served private clients and institutions, with a particular focus on asset allocation, portfolio strategies, and investment manager selection. He assisted in the oversight of the asset allocation and investment process for over $3 billion in assets. Sullivan also was responsible for portfolio monitoring, evaluation, and producing capital markets research.

    Sullivan received a Master of Business Administration from Vanderbilt University with concentrations in Investments, Real Estate, and International Studies. Sullivan is a cum laude graduate of the University of South Carolina with a Bachelor of Science in Business Administration with concentrations in Finance and Economics.

  • Wood P. Britton

    Analyst - Development

    Wood P. Britton

    Analyst - Development

    Wood P. Britton is an Analyst – Development at Asana Partners.

    Prior to Asana Partners, Britton was a Development Analyst at Johnson Development Associates, Inc., a real estate developer specializing in the development of industrial, multifamily, and self-storage facilities throughout the United States. In this role, Britton managed the development of Class A self-storage facilities in North Carolina, South Carolina, and Florida. Britton also oversaw construction-related asset management tasks for operating facilities throughout the Southeast.

    Britton is a graduate of Wofford College with a Bachelor of Arts degree in Finance.

  • J. Forrest Cherry

    Analyst – Asset Management

    J. Forrest Cherry

    Analyst – Asset Management

    J. Forrest Cherry is an Analyst – Asset Management at Asana Partners.  Cherry has over four years of mergers and acquisitions experience in investment banking and private equity.

    Prior to Asana Partners, Cherry was a private equity associate in the Charlotte office of Salem Investment Partners.  At Salem, Cherry was responsible for portfolio management and transaction execution, including the preparation of investment committee materials, coordination of due diligence efforts, and financial analysis.  Prior to Salem, Cherry was an investment banking Analyst at VRA Partners where he assisted in the execution of sell-side and buy-side advisory assignments across various industries.

    Cherry is a graduate of the University of North Carolina at Chapel Hill with a Bachelor of Science in Business Administration.

  • Will M. Ponder

    Managing Director

    Will M. Ponder

    Managing Director

    Will M. Ponder is a Managing Director at Asana Partners. Ponder has 18 years of commercial real estate experience in leasing, operations, acquisitions, dispositions, development, redevelopment, and capital markets. 

    Prior to joining Asana Partners, Ponder was Vice President of Acquisitions at Phillips Edison & Company, where he led and executed retail shopping center acquisitions for a $6 billion institutional grocery-anchored retail platform. Prior to Phillips Edison & Company, Ponder was Senior Real Estate Advisor for Sears Holdings Corporation, Founder and Chief Executive Officer of Adamant Energy, and Vice President at EDENS, where he led the leasing, operations, and investment strategy formulation for the Southeast portfolio.

    Ponder received a Master of Business Administration from the University of North Carolina Chapel Hill with a concentration in Real Estate, where he was a Michaux Fellow. Ponder is a graduate of Wofford College with a Bachelor of Arts in Finance, where he was elected to Phi Beta Kappa.

  • Steve H. Gassaway

    Director – Leasing Operations

    Steve H. Gassaway

    Director – Leasing Operations

    Steve H. Gassaway is a Director – Leasing Operations at Asana Partners.  As Broker-in-Charge, Steve focuses on leasing compliance, organizational strategy, and operational efficiency.  Gassaway has been an accomplished commercial real estate professional and leader in the greater Charlotte market since 1995.
     
    Prior to Asana, Gassaway held market leadership roles with CBRE, Trammell Crow, and Cushman & Wakefield (previously Cassidy Turley, then DTZ). He served on the Board of Directors of Cassidy Turley and was involved in the process that led to the company's sale to TPG in 2014.  In 2016, Gassaway was named Realtor of the Year at the Charlotte Region Commercial Board of Realtors.
     
    Gassaway earned a BA in Economics from Lafayette College and a MBA from Lehigh University.  He is active in the Charlotte community and serves on the boards of Teach for America (Charlotte-Piedmont-Triad), Harris YMCA, and The Barnabas Center.  He is also the Co-Director of Urban Trekkers-Charlotte which is affiliated with UrbanPromise Charlotte.

     

  • Katie W. Grissom

    Director – Merchandising & Leasing

    Katie W. Grissom

    Director – Merchandising & Leasing

    Katie W. Grissom is a Director – Merchandising & Leasing at Asana Partners. Grissom has six years of commercial real estate experience in operations and retail strategy.
     
    Prior to Asana Partners, Grissom was the Director of Franchise Consulting at Pure Barre, an L Catterton portfolio company and one of the nation’s leading fitness brands with over 450 locations. Additional portfolio companies of L Catterton include, or have included, Restoration Hardware, Barcelona Wine Bar, Velvet Taco, Peloton, Chopt, Corepower Yoga, and Punch Bowl Social. At Pure Barre, Grissom’s team was responsible for driving studio level financial performance and increasing same store sales. Grissom was responsible for consulting and operations across the entire store base, many of which share overlapping demographic attributes with the Asana Partners target market strategy. Prior to her role in consulting, Grissom led corporate studios from California to Florida.               
     
    Grissom actively supports local micro-lending organizations in the Charlotte area. She is involved in the Real Estate professional community as a member of ICSC and ULI. Grissom received a Master of Business Administration from the University of North Carolina Chapel Hill with a concentration in Corporate Finance. Grissom is a graduate of Wofford College with a Bachelor of Arts in Finance and Spanish and a Minor in Economics.

     

  • Clare E. Walsh

    Director – Merchandising & Leasing

    Clare E. Walsh

    Director – Merchandising & Leasing

    Clare E. Walsh is a Director – Merchandising & Leasing at Asana Partners. Walsh has seven years of commercial real estate experience in operations and leasing.

    Prior to Asana Partners, Walsh was a Senior Leasing Representative at Brookfield Properties Retail Group (BPRG), formerly GGP Inc., an S&P 500 retail real estate company. Brookfield Properties Retail Group is one of the largest retail real estate companies in the country with over 160 properties across 42 states, totaling 146 million square feet of retail space. Walsh was responsible for the restaurant leasing of fifteen properties across eight states along the West Coast, totaling over one million square feet.

    Prior to BPRG, Walsh worked for EDENS, one of the nation’s leading owners, operators, and developers of retail real estate. At EDENS, Walsh was responsible for leasing the urban re-development project, Union Market in Washington, DC.

    Walsh is a graduate of American University with a Bachelor of Arts in International Business and Marketing. She is an active member of the International Council of Shopping Centers and resides in Los Angeles.

  • Maggie E. Leonard

    Senior Associate – Retail Strategy

    Maggie E. Leonard

    Senior Associate – Retail Strategy

    Maggie E. Leonard is a Senior Associate – Retail Strategy at Asana Partners. She has seven years of experience advising brands, retailers and developers on strategic growth initiatives and business optimization.

    Prior to joining Asana Partners, Leonard was Director of Business Development at Fit Atelier, an experiential fitness retailer merging high-performance activewear and innovative boutique workouts. She also served as Director of Digital and Business Development for Borghese, an iconic heritage beauty company, as it navigated a transformative restage and repositioning. Previously, Leonard worked at TRAUB, a global business development and strategy consulting firm, where she advised retailers on implementing strategic growth opportunities and worked alongside real estate developers to bring innovative merchandising strategies to iconic developments. Leonard began her career in investment banking at Wells Fargo Securities within their Consumer & Retail practice.

    Leonard is a graduate of the University of Southern California with a Bachelor of Science in Business Administration, concentrating in Finance and Entrepreneurship.

  • K.C. Russell

    Associate – Merchandising & Leasing

    K.C. Russell

    Associate – Merchandising & Leasing

    K.C. Russell is an Associate – Merchandising & Leasing at Asana Partners. Russell has leasing and marketing experience.

    Prior to Asana Partners, Russell was a designer at Gabriella White, where she provided design direction for new construction and redevelopment projects across the Southeast. At Gabriella White, Russell was selected as a designer for the Christopher AI ShowHouse, benefiting the Open Hands Overflowing Hearts foundation. Prior to Gabriella White, Russell was an Intern at Lorraine G. Vale Design, LLC, a design planning firm in Charleston, South Carolina. In that role, Russell assisted in the development of several residential, commercial, and multi-family projects in and around the Charleston area. At Lorraine G. Vale Design, LLC, Russell also assisted in the expansion of their target market vendors and helped them to gain new business.

    Russell has volunteered with Uhuru Child, with whom she recently traveled to Nairobi, Africa. She is active in a variety of other local organizations. Russell is a graduate of The University of Mississippi with a Bachelor of Arts in Art History and a Minor in Art. 

  • Angelica S. Merg

    Merchandising & Retail Strategy Coordinator

    Angelica S. Merg

    Merchandising & Retail Strategy Coordinator

    Angelica S. Merg is the Merchandising & Retail Strategy Coordinator at Asana Partners. Merg has investment sales experience in the commercial real estate industry.

    Prior to joining Asana Partners, Merg was a Production Associate at HFF, a leading provider of capital markets transactions services to the US and the Western Europe commercial real estate industry. While at HFF, she supported the office, hotel, and healthcare brokerage teams with deal marketing and execution within the Carolinas.

    Merg is a graduate of Clemson University with a Bachelor of Arts degree in English with a concentration in Writing and Publication Studies.

  • Calli N. Wasserman

    Analyst – Lease Management

    Calli N. Wasserman

    Analyst – Lease Management

    Calli N. Wasserman is an Analyst – Lease Management at Asana Partners. Wasserman has experience in lease analysis and commercial property management.

    Prior to Asana Partners, Wasserman was a Property Administrator for The RMR Group LLC, an alternative asset management company that provides services to five publicly owned real estate investment trusts. During her three years with RMR she developed a well-rounded understanding of the customer service, administrative, and leasing processes associated with managing a diversified portfolio of commercial properties.

    Wasserman is an active member of CREW Midlands. She is a graduate of the University of South Carolina with a Bachelor of Science degree in Journalism and Mass Communications with a concentration in Public Relations.

     

  • Emily R. Wilson

    Leasing Coordinator

    Emily R. Wilson

    Leasing Coordinator

    Emily R. Wilson is a Leasing Coordinator at Asana Partners. Wilson has transactional and legal document management experience.

    Prior to Asana Partners, Wilson was a Program Assistant at the University of Florida Foundation, where she assisted with data management, budget tracking, and project organization for the Vice President & Campaign Events’ Department. In that role, Wilson contributed to the planning and execution of numerous high-level events, including two UF National Board meetings. Prior to the University of Florida Foundation, Wilson was a legal intern at the National Academy of Public Administration in Washington, D.C. At the Academy, Wilson assisted with updating the Employee Handbook to reflect recent statutory changes and conducted research for Academy team members on multiple projects.

    Wilson is currently a Master’s of Public Administration candidate with a focus in Community and Economic Development at the University of North Carolina Chapel Hill. Wilson earned a Juris Doctor degree, graduating with Pro Bono Honors with Highest Distinction, and she is a graduate of Virginia Commonwealth University with a Bachelor of Arts degree.
     

  • Micah J. Holton, CPA

    Chief Financial Officer & Chief Compliance Officer

    Micah J. Holton, CPA

    Chief Financial Officer & Chief Compliance Officer

    Micah J. Holton is the Chief Financial Officer & Chief Compliance Officer of Asana Partners. Holton has 17 years of accounting and finance leadership experience, including working with both public and private real estate companies in multifamily, retail, and office.

    Prior to Asana Partners, Holton was the Senior Vice President and Chief Accounting Officer of MAA (NYSE: MAA), a public REIT and S&P 500 company with a total capitalization of $16 billion. Holton served in various leadership roles over his ten years at MAA as owned and managed assets grew by over $10 billion and units owned grew by over 150% making it the largest multifamily owner in the nation with approximately 99,000 units. Holton managed a 75 person staff and oversaw all aspects of accounting, external reporting, and SEC compliance and was instrumental in the company’s mergers and related integrations with Post Properties and Colonial Properties.

    Prior to MAA, Holton was a Senior Financial Analyst at a publicly traded company, where he focused on budgeting, forecasting, and led execution of capital market deals and investment portfolio strategy.  Holton started his career at Ernst & Young serving real estate, banking, and manufacturing clients. 

    Holton is a graduate of the University of Memphis with a Bachelor of Business Administration degree.  Holton is a licensed Certified Public Accountant.

  • ​Grace D. Moore, CPA

    Director – Corporate Accounting

    ​Grace D. Moore, CPA

    Director – Corporate Accounting

    Grace D. Moore is the Director – Corporate Accounting at Asana Partners. Moore has 14 years of accounting experience, including nine in the real estate industry.

    Prior to Asana Partners, Moore was the Chief Financial Officer of Hammond School where she directed the financial operations of the 980 student independent school.  While at Hammond, she had overall responsibility for the School’s accounting practices and internal controls in addition to the financial reporting to the Board of Trustees, Headmaster, and other key stakeholders.

    Prior to Hammond, Moore supervised the finance and accounting departments for Estates Management Company, a real estate development and management company.  At Estates, Moore participated in the development and operation of multifamily communities throughout the Southeast.

    Moore has also worked as a consultant to the Chief Financial Officer of Carolina Ceramics, a brick manufacturing company with distribution throughout the United States.

    Moore is a member of the Hammond School Board of Trustees, serving on the Finance Committee. Moore earned a Master of Accountancy from the Darla Moore School of Business of the University of South Carolina with a concentration in Business Measurement and Assurance, and she is a summa cum laude graduate of the University of South Carolina Honors College with a Bachelor of Science in Accounting. Moore is a licensed Certified Public Accountant.

  • Erika S. Kovacs, CPA

    Treasury Manager

    Erika S. Kovacs, CPA

    Treasury Manager

    Erika S. Kovacs is the Treasury Manager at Asana Partners.  Kovacs has over 20 years of accounting experience, including eight in the real estate industry.

    Prior to Asana Partners, Kovacs was the Supervisor of Accounts Payable and Accounting at SCANA Corporation. Prior to this role, during her 13 years at SCANA Corporation, Kovacs held positions in Property Accounting, Internal Audit, and Budgeting and Forecasting. Kovacs was instrumental in several software implementations and conversions and in identifying process improvements and working with cross-functional teams across the organization to implement change.

    Prior to SCANA Corporation, Kovacs was a Regional Property Accounting Manager at EDENS, one of the nation’s leading owners, operators and developers of retail real estate. She led a team of retail property accountants in the accounts receivable, accounts payable, month-end close and financial statement processes. Kovacs was responsible for producing consolidated property financial statements and providing variance analysis, and she led the Accounts Payable software conversion to JDE.

    Kovacs earned a Master of Accountancy from the Darla Moore School of Business of the University of South Carolina and is a graduate of the University of North Carolina at Chapel Hill with a Bachelor of Arts in International Studies. Kovacs is a licensed Certified Public Accountant.

  • Martha G. Walker, CPA

    Senior Associate – Accounting

    Martha G. Walker, CPA

    Senior Associate – Accounting

    Martha G. Walker is a Senior Associate – Accounting at Asana Partners.  Walker has five years of accounting experience.

    Prior to Asana Partners, Walker was an Audit and Assurance Senior with Elliott Davis Decosimo, LLC, where she provided assurance and advisory services to a diverse client base, including those within the real estate investment industry.  At Elliott Davis Decosimo, LLC, Walker managed and conducted comprehensive financial audits, including the performance of risk assessments, review and testing of internal controls, and the preparation of consolidated financial statements.

    Walker has been a volunteer camp counselor with Camp Kemo Programs for the past ten years and is a member of the United Way of the Midlands Young Leaders Society. Walker earned a Master of Accountancy from the Darla Moore School of Business of the University of South Carolina with a concentration in Business Measurement and Assurance, and she is a magna cum laude graduate of Wofford College with a Bachelor of Arts in Accounting.  Walker is a licensed Certified Public Accountant.

  • John D. Leatherwood

    Associate – Finance

    John D. Leatherwood

    Associate – Finance

    John D. Leatherwood is an Associate – Finance at Asana Partners.

    Prior to Asana Partners, Leatherwood was an associate at PricewaterhouseCoopers as part of its management consulting practice, having worked on financial services projects ranging from investment banking to insurance as well as corporate restructuring. Leatherwood also was an analyst for the Fintech platform DeNovo during his tenure with PricewaterhouseCoopers, covering the investment & wealth management, capital markets, and regulatory technology spaces. Prior to PricewaterhouseCoopers, Leatherwood worked as a Series 7 and 66 licensed advisor for Waddell & Reed.

    Leatherwood earned his Bachelor of Economics from the University of Mississippi.

  • N. Cole McCall

    Associate – Finance

    N. Cole McCall

    Associate – Finance

    N. Cole McCall is an Associate – Finance at Asana Partners. McCall has accounting experience in the sectors of real estate and financial services.

    Prior to Asana Partners, McCall was an Audit Intern at PriceWaterhouseCoopers serving on multiple year-end audits for clients in the financial services sector. Prior to PriceWaterhouseCoopers, McCall was a corporate accounting intern at MAA, a REIT that focuses on the acquisition, selective development, redevelopment and management of multifamily homes throughout the Southeastern and Southwestern regions of the United States.

    McCall earned a Master of Accountancy with a concentration in Audit from the University of Mississippi. McCall graduated Summa Cum Laude from the Sally McDonnell Barksdale Honors College at the University of Mississippi with a Bachelor of Accountancy in Accounting and a Bachelor of Business Administration concentrated in Managerial Finance.

  • Tyler T. Watson

    Associate – Accounting

    Tyler T. Watson

    Associate – Accounting

    Tyler T. Watson is an Associate – Accounting at Asana Partners.

    Prior to Asana Partners, Watson worked as an intern with David Frizzell, CPA, PC, a general services accounting firm in Johnson City, Tennessee. While there, Watson worked with tax reporting, tax consulting, general ledger management, and historical account analysis. Prior to working with David Frizzell, Watson worked with Marzulla, an environmental federal claims firm Law in Washington, D.C., as a paralegal intern.

    Watson earned his Master of Accounting from the University of South Carolina. He graduated Summa Cum Laude from East Tennessee State University with his Bachelor’s of Business Administration in Accounting.

  • Que'Taurus L. Certion

    Analyst – Finance

    Que'Taurus L. Certion

    Analyst – Finance

    Que'Taurus L. Certion is an Analyst – Finance at Asana Partners.

    Prior to Asana Partners, Certion was a Tax Intern at KPMG in Denver, Colorado serving in the Business Tax Services division where he primarily assisted with tax filings and provision preparation for partnerships in alternative investments. Certion also gained experience working with tax preparation for state and local taxes along with corporate tax reporting.

    Certion earned a Master of Accountancy and Data Analytics from the University of Mississippi. Certion also obtained his Bachelor of Accountancy from the University of Mississippi.

  • Carol H. Hall

    Director – Accounting

    Carol H. Hall

    Director – Accounting

    Carol H. Hall is the Director – Accounting at Asana Partners.  Hall has 33 years of accounting and system experience, including 11 years in the real estate industry. At Asana Partners, Hall leads the investment accounting, portfolio operations, and lease administration functions and is responsible for creating value through the delivery of technology-enabled process and analytical tools to the investment management, property management, and leasing terms.

    Prior to Asana Partners, Hall worked as an accounting and reporting systems consultant at Jamestown. Prior to Jamestown, Hall was the Vice President – Portfolio Management at EDENS, one of the nation’s leading owners, operators, and developers of retail real estate. At EDENS, Hall managed the Property Accounting, Portfolio Operations, and Lease Administration teams.  In addition to leading these teams, Hall was responsible for creating value through the delivery of technology-enabled process and analytical tools to the investment management, property management, and leasing teams.  Hall improved the leasing operations data management, streamlined leasing deal flow solutions, and enhanced property forecasting and value creation analysis systems.

    Prior to EDENS, Hall was a Senior Manager with Solectron Corporation where she was instrumental in the creation of the Financial Shared Services Center supporting more than 20 North American locations.

    Hall is a cum laude graduate of the University of South Carolina with a Bachelor of Science in Accounting.

  • Amanda J. Huff, CPA

    Manager – Investment Accounting

    Amanda J. Huff, CPA

    Manager – Investment Accounting

    Amanda J. Huff is a Manager – Investment Accounting at Asana Partners.  Huff has seven years of real estate accounting experience.

    Prior to Asana Partners, Huff worked as an Accounting Manager at JBG Smith Properties, a publicly traded real estate investment trust in Washington, DC. At JBG Smith, Huff was responsible for managing a team of project accountants with a diverse portfolio of real estate projects and investment funds. In addition to leading a team, Huff assisted in the development of new processes and procedures during the company’s transition to a publicly traded REIT and was involved in the preparation and review of SEC filings. Prior to JBG Smith, Huff worked as an experienced audit associate with the Bethesda, MD office of CohnReznick LLP.

    Huff earned a Master of Science in Accounting from the Robert H. Smith School of Business at the University of Maryland, and she is a graduate of the University of South Carolina with a Bachelor of Science in Business Administration. Huff is a licensed Certified Public Accountant. 

  • Kaitlyn M. Gill

    Senior Associate – Accounting

    Kaitlyn M. Gill

    Senior Associate – Accounting

    Kaitlyn M. Gill is a Senior Associate – Accounting at Asana Partners. Gill has two years of real estate accounting experience.

    Prior to Asana Partners, Gill worked as a Property Accountant at Childress Klein Properties, a commercial real estate developer in Charlotte, North Carolina. At Childress Klein Properties, Gill was responsible for property accounting in the Industrial and Retail Division.

    Gill is a graduate of the Moore School of Business at the University of South Carolina with a Bachelor of Science in Business Administration/Marketing and a graduate of DeVry University, Keller Graduate School of Management, with a Master of Accounting and Financial Management.

  • Stacey J. Watkins

    Senior Associate – Accounting

    Stacey J. Watkins

    Senior Associate – Accounting

    Stacey J. Watkins is a Senior Associate – Accounting at Asana Partners.  Watkins has 10 years of real estate accounting experience.

    Prior to Asana Partners, Watkins worked as a Senior Accountant at Childress Klein, a commercial real estate developer and property management company in Charlotte, North Carolina.  At Childress Klein, Watkins was responsible for managing the property accounting and lease administration for the Industrial Division.  Prior to Childress Klein, Watkins worked as a residential real estate Property Accountant.

    Watkins is a graduate of the Robert W. Plaster School of Business at Columbia College with a Bachelor of Science in Business Administration - Accounting.

  • Michael A. Bassford

    Associate – Accounting

    Michael A. Bassford

    Associate – Accounting

    Michael A. Bassford is an Associate – Accounting at Asana Partners and has eight years of accounting experience.

    Prior to Asana Partners, Bassford was a Property Accountant at Trademark Property where he prepared and analyzed monthly financial statements. Prior to Trademark, Bassford was a Sales Analyst for Southern Marsh – a clothing retailer, specializing in Southern couture and culture. Prior to Southern Marsh, Bassford was a Director of Operations for the LSU College of Music and Dramatic Arts where he oversaw the daily business operations and administrative services of the college while supervising a staff of three.

    Bassford has a Master’s degree in Business Administration from Louisiana State University and served six years in the U.S. Air Force – three as a military paralegal – prior to earning his degree.

  • Hannah C. Farmer

    Associate – Accounting

    Hannah C. Farmer

    Associate – Accounting

    Hannah C. Farmer is an Associate – Accounting at Asana Partners.

    Prior to Asana Partners, Farmer was a Tax Associate and Intern at PricewaterhouseCoopers serving in the Specialty Tax Services division where she provided tax consulting services to publicly traded and private companies primarily in the manufacturing and technology industries. Prior to PricewaterhouseCoopers, Farmer worked as an Accounts Intern at LK Shields, a leading corporate and commercial law firm based in Dublin, Ireland.

    Farmer earned a Master of Taxation from the University of Mississippi. Farmer graduated Summa Cum Laude from the Sally McDonnell Barksdale Honors College at the University of Mississippi with a Bachelor of Accountancy.  

     

  • Daniel W. Lott, CPA

    Associate – Accounting

    Daniel W. Lott, CPA

    Associate – Accounting

    Daniel W. Lott is an Associate – Accounting at Asana Partners.

    Prior to joining Asana, Lott was an Audit Associate with Grant Thornton, LLP, where he provided audit services to a diverse client base including companies in the health care, pharmaceutical, and manufacturing industries.  At Grant Thornton, Lott was responsible for performing financial statement audits including conducting and reviewing various transaction cycle audits as well as analyzing financial statements. 

    Lott is an active member of his local community, where he is a volunteer firefighter with the Columbia Fire Department and is a dedicated leader in church and community activities.  Lott earned a Masters of Accountancy degree from Clemson University and is an honors graduate of Presbyterian College, where he earned a Bachelors of Science degree in Business Administration with concentrations in Accounting and Management.  Lott is a licensed Certified Public Accountant in the State of South Carolina. 

  • Alyssa B. Pirtle, CPA

    Associate – Accounting

    Alyssa B. Pirtle, CPA

    Associate – Accounting

    Alyssa B. Pirtle is an Associate – Accounting at Asana Partners. Pirtle has four years of accounting experience.

    Prior to Asana Partners, Pirtle worked as an Financial Reporting Accountant at Tractor Supply Company, where she prepared internal and SEC reporting. Prior to Tractor Supply Company, Pirtle was an Audit Staff member at Ernst and Young, where she provided assurance and advisory services to both publicly traded and private companies.

    Pirtle earned a Master of Business Administration with a concentration in Accounting and a Bachelor of Science in Business Administration in Accounting. Pirtle is a licensed Certified Public Accountant.

  • Shannon R. Smith, CPA

    Associate – Accounting

    Shannon R. Smith, CPA

    Associate – Accounting

    Shannon R. Smith is an Associate – Accounting at Asana Partners. Smith has four years of accounting experience.

    Prior to Asana Partners, Smith was an Audit and Assurance Senior with Elliott Davis, LLC, where she provided assurance and advisory service to a diverse client base. At Elliott Davis, LLC, Smith was responsible for the planning and completion of comprehensive financial statement audits, including analysis of audit risks, testing of significant accounts, and the preparation of consolidated financial statements.

    Smith is a member of the United Way of the Midlands Young Leaders Society and volunteers with a variety of local organizations. Smith earned a Master of Accountancy from the Darla Moore School of Business of the University of South Carolina with a concentration in Business Measurement and Assurance, and she is a graduate of Presbyterian College with a Bachelor of Arts in Business Administration with concentrations in Accounting and Management and a second major in Economics. Smith is a licensed Certified Public Accountant.

  • Samantha C. Francois

    Accounting Specialist

    Samantha C. Francois

    Accounting Specialist

    Samantha C. Francois is an Accounting Specialist at Asana Partners. Francois has two years of accounting experience.

    Prior to Asana Partners, Francois was an Accountant with HSI Sensing Inc. and Genisco Filter Corp. Francois was responsible for maintaining general ledger accounting records, preparing and presenting financial statements, assembling ESOP payments, and working closely with management to analyze expenses and budgets.

    Francois earned a Bachelor of Science in both Accounting and Business Administration from Northwestern State University in Louisiana.

  • Gabi P. Rivers

    Accounting Specialist

    Gabi P. Rivers

    Accounting Specialist

    Gabi P. Rivers is an Accounting Specialist at Asana Partners. Rivers has 29 years of experience in the insurance, legal, and property management industries.

    Prior to Asana Partners, Rivers worked as a Staff Accountant at Southern Community Service, a HOA company where she prepared monthly financial statements, prepared journal entries, and reconciled bank accounts. Previously she was a Bookkeeper at McDonald, McKenzie, Rubin & Lybrand Law Firm where she processed payroll, reconciled bank accounts and prepared all financial statements.

    Rivers is a graduate of the University of South Carolina.

  • Missy L. Lutterloah

    Director – Information Systems

    Missy L. Lutterloah

    Director – Information Systems

    Missy L. Lutterloah is the Director – Information Systems at Asana Partners.  Lutterloah has 14 years of technology experience, exclusively in the real estate and retail industries.

    Prior to Asana Partners, Lutterloah was an information systems consultant at Lowe’s Home Improvement. Prior to Lowe’s, Lutterloah was the Manager – Business Solutions at EDENS, one of the nation’s leading owners, operators, and developers of retail real estate. At EDENS, Missy managed application development/support and data warehousing as well as reporting in Argus Enterprise, JD Edwards, MicroStrategy, and other proprietary applications. In addition to managing these solutions, Lutterloah also developed and oversaw all business-critical application integrations. Lutterloah worked closely with the infrastructure team to ensure a stable system environment.

    Lutterloah is a graduate of Converse College with a Bachelor of Arts in Computer Science.

  • Holly W. Aycock

    Executive Assistant

    Holly W. Aycock

    Executive Assistant

    Holly W. Aycock is an Executive Assistant at Asana Partners. Aycock has 30 years of Executive Assistant experience.

    Prior to Asana Partners, Aycock was the Executive Assistant to the Chairman and Chief Executive Officer at EDENS, one of the nation’s leading owners, operators, and developers of retail real estate.

    A Mississippi native, Aycock is a graduate of the University of Southern Mississippi. Aycock is now active in her church serving in Children’s ministries and as a member of the handbell choir.

  • Tara M. Faethe

    Executive Assistant & Human Resources Coordinator

    Tara M. Faethe

    Executive Assistant & Human Resources Coordinator

    Tara M. Faethe is an Executive Assistant and the Human Resources Coordinator at Asana Partners.  Faethe has over 20 years of Executive Assistant experience in the private equity and commercial real estate industries.

    Prior to Asana Partners, Faethe was an Executive Assistant working directly with the executive team at BlackRock Private Equity Partners (PEP) for 14 years.   Prior to BlackRock, Faethe was the assistant for several senior brokers at Grubb & Ellis.

    Faethe is a summa cum laude graduate of Rutgers University with a Bachelors of Science Degree in Labor Studies and Employee Relations.  She also graduated with high honors from Mercer County Community College with an A.S. in Business Administration.