Asana Partners

Our Team

  • Terry S. Brown

    Managing Partner

    Terry S. Brown

    Managing Partner

    Terry co-founded Asana Partners and is a member of the Executive Committee and Investment Committee. He has 34 years of commercial real estate and private equity experience in strategy, investments, capital markets, institutional investor relations, and organizational development.

    Prior to launching Asana Partners, Terry was Chairman & Chief Executive Officer of EDENS, a privately held REIT, and Chief Executive Officer of Andersen Corporate Finance, LLC (NASD Broker-Dealer subsidiary of Arthur Andersen), responsible for strategy and investment banking activities. He began his career as a United States Army Officer.

    Terry 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. Terry graduated summa cum laude from the University of Georgia with a Bachelor of Business Administration degree.

  • Sam E. Judd

    Managing Partner

    Sam E. Judd

    Managing Partner

    Sam co-founded Asana Partners and is a member of the Executive Committee and Investment Committee. He has 20 years of commercial real estate and private equity experience in investments, development, asset management, institutional investor relations, and organizational development.

    Prior to launching Asana Partners, Sam was Vice President of Real Estate for Sears Holdings Corporation where he co-led the real estate team in forming and launching Seritage Growth Properties (NYSE: SRG), a publicly traded REIT. Prior to this role, he was a Vice President at EDENS, a privately held REIT, responsible for development, redevelopment, leasing, and operations for the Northeast Region.

    Sam serves on the Board of Directors of Charlotte City Center Partners, a public-private partnership that promotes economic and cultural development in Charlotte. He earned a Master of Business Administration degree with a concentration in Real Estate Finance and Development from the University of North Carolina Chapel Hill and a Bachelor of Arts degree from Bates College.

  • Jason K. Tompkins

    Managing Partner

    Jason K. Tompkins

    Managing Partner

    Jason co-founded Asana Partners and is a member of the Executive Committee and Investment Committee. He has 27 years of commercial real estate and private equity experience in investments, asset management, operations, capital markets, institutional investor relations, and organizational development.

    Prior to launching Asana Partners, Jason was Chief Financial Officer of EDENS, a privately held REIT; a Vice President with Wachovia Securities’ Real Estate Investment Banking division; a Director with Andersen Corporate Finance, LLC (NASD Broker-Dealer subsidiary of Arthur Andersen); and Vice President of European Mergers & Acquisitions with GE Capital Real Estate in Paris, France.

    Jason serves on the Board of Directors of Liberty Fellowship, a global leadership initiative sponsored by the Aspen Institute, and he is a past Chairman of the Board of Trustees of Hammond School. He graduated from Virginia Tech with a Bachelor of Science degree in Aerospace Engineering.

  • ​R. Seth Black, CPA

    Partner

    ​R. Seth Black, CPA

    Partner

    Seth leads strategy and execution of asset management activities for Asana Partners. He joined the firm in 2016 and serves on the Executive Committee and Investment Committee. Seth has 17 years of commercial real estate and private equity experience covering asset management, portfolio management, leasing, property operations, capital markets, accounting, and tax. 

    Seth joined Asana Partners from Adamant Energy, a real estate focused sustainability solutions provider, where he was Chief Financial Officer. His previous experience includes Vice President of Portfolio Management with EDENS, a privately held REIT, and consulting services with Grant Thornton.

    A Certified Public Accountant in the state of South Carolina, Seth earned a Master of Accountancy degree from the University of South Carolina and a Bachelor of Science degree from Presbyterian College. He is a member of the Hammond School Board of Trustees and serves on its Finance Committee.

  • Reed A. Kracke

    Partner

    Reed A. Kracke

    Partner

    Reed is focused on the strategy and execution of the firm’s development activities which include transforming assets through redevelopment and ground-up densification. Additionally, he oversees investment activity across select target markets. Reed serves on the Executive Committee and Investment Committee and has 15 years of commercial real estate and private equity experience in development, joint ventures, acquisitions, dispositions, leasing, and asset management.  

    Prior to joining Asana Partners in 2016, Reed spent six years at EDENS, a privately held REIT, where he most recently was Vice President of Development, focused on mixed-use projects. He began his career with Accenture.

    Reed graduated from the University of Richmond with a Bachelor of Science degree in Business Administration with a concentration in Economics.

  • Will M. Ponder

    Partner

    Will M. Ponder

    Partner

    Will is responsible for strategy and execution of the firm’s leasing operations across the portfolio, he also has regional responsibility for asset management. He joined Asana Partners in 2018 and serves on the Executive Committee and Investment Committee. Will has 20 years of commercial real estate and private equity experience in asset management, leasing, operations, acquisitions, dispositions, development, redevelopment, capital markets, ESG, and organizational development.

    Prior to joining Asana Partners, Will was Vice President of Acquisitions at Phillips Edison & Company; Founder and Chief Executive Officer of Adamant Energy, a real estate focused sustainability solutions provider; and Vice President of Investments at EDENS, a privately held REIT.

    Will is past Chairman of the Board of Directors for Carolina Children’s Home. He earned a Master of Business Administration degree with a concentration in Real Estate from the University of North Carolina Chapel Hill, and he earned a Bachelor of Arts degree from Wofford College where he was elected to Phi Beta Kappa.

  • Brian R. Purcell

    Partner

    Brian R. Purcell

    Partner

    Brian has overall responsibility for investments at the firm. He joined Asana Partners in 2015 and serves on the Executive Committee and Investment Committee. He has 15 years of commercial real estate and private equity experience in acquisitions, dispositions, development, joint ventures, portfolio management, asset management, and leasing.

    Before joining Asana Partners, Brian was a Director of Portfolio Management and Asset Management at USAA Real Estate Company where he oversaw a portfolio of office and mixed-use assets. Prior to this role, he worked in the office and retail sectors with Lincoln Harris and began his career at CBRE. 

    Brian earned a Master of Business Administration degree with honors from the University of North Carolina Chapel Hill and a Bachelor of Arts degree from Davidson College.

     

  • Katie W. Grissom

    Managing Director

    Katie W. Grissom

    Managing Director

    Katie has overall responsibility for leasing, national retailer relationship management, and marketing at the firm. She serves on the Executive Committee and Investment Committee. Katie has nine years of commercial real estate experience in leasing, marketing, franchise development, retailer relations, and operations.

    Prior to joining Asana Partners in 2016, Katie was the Director of Franchise Consulting at Pure Barre where she was responsible driving studio-level financial performance and increasing same store sales. Her role included leading operations and consulting across the company’s portfolio.

    Katie actively supports micro-lending organizations in the Charlotte area. She earned a Master of Business Administration degree from the Kenan-Flagler Business School at the University of North Carolina, and she graduated from Wofford College with a Bachelor of Arts degree in Finance and Spanish and a Minor in Economics.

  • G. Welch Liles, III

    Managing Director

    G. Welch Liles, III

    Managing Director

    G. Welch Liles, III is the Managing Director at Asana Partners. Liles has ten 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.

  • Matthew P. Muse

    Director – Investments

    Matthew P. Muse

    Director – Investments

    Matthew P. Muse is a Director – Investments at Asana Partners.

    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.

  • Brad M. Kantrowitz, CPA

    Director – Investments

    Brad M. Kantrowitz, CPA

    Director – Investments

    Brad M. Kantrowitz is a Director – Investments at Asana Partners. Kantrowitz has ten 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 in the state of New York.

  • Briana N. Baffer

    Senior Associate – Investments

    Briana N. Baffer

    Senior Associate – Investments

    Briana N. Baffer is a Senior 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 with a degree in Business Administration from the Kenan-Flagler Business School where she concentrated in Real Estate and Finance.

  • Martha Stewart Joiner

    Senior Associate – Investments

    Martha Stewart Joiner

    Senior Associate – Investments

    Martha Stewart Joiner is a Senior Associate – Investments at Asana Partners. Joiner 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 with a degree in Business Administration from the Kenan-Flagler Business School where she concentrated in Real Estate and Finance.

  • Nick M. Garrett

    Associate – Investments

    Nick M. Garrett

    Associate – Investments

    Nick M. Garrett is an Associate – 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

    Associate – Investments

    Doug J. Revak

    Associate – Investments

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

    Prior to Asana Partners, Doug was an Investment Analyst with The Townsend Group, an Aon Company. Townsend advises a diverse group of global institutional investors, including public and private pension plans, insurers, sovereign wealth funds, endowments and foundations who have real estate and real asset allocations in excess of $130.0 billion. At Townsend, Doug was responsible for providing real estate and real asset advisory services on over $13.0 billion in advised assets, successfully completing 20+ client fund commitments in core, core-plus, and opportunistic funds across all major product types.

    Revak received his undergraduate degree from The Ohio State University. Revak graduated Cum Laude with a degree in Business Administration from the Fisher College of Business where he majored in Finance. Doug is currently involved with Ohio State Center for Real Estate in the Undergraduate Mentorship Program.

  • Harrison P. Fertitta

    Analyst – Investments

    Harrison P. Fertitta

    Analyst – Investments

    Harrison P. Fertitta is an Analyst – Investments at Asana Partners.

    Prior to joining Asana Partners, Fertitta worked as an Intern at Crow Holdings Capital in Dallas, Texas for the Summer of 2020. Prior to Crow Holdings Capital, Fertitta was an Intern at Asana Partners from June 2018 through August 2019 during which time he performed various functions on both the Development and Investments teams.

    Fertitta received his undergraduate degree from the University of Notre Dame. Fertitta graduated with a degree in Finance from the Mendoza College of Business, a degree in Economics from the College of Arts and Letters, and a minor in Innovation & Entrepreneurship from the Mendoza College of Business.

  • Brian A. Lapham

    Analyst – Investments

    Brian A. Lapham

    Analyst – Investments

    Brian A. Lapham is an Analyst – Investments at Asana Partners.

    Prior to Asana Partners, Lapham was an accountant for EA Real Estate Systems Implementation Group LLC (EA RESIG), an affiliate of EisnerAmper. EA RESIG specializes in commercial real estate accounting and fund advisory services. Lapham was responsible for financial reporting and investment performance metrics across multiple private equity debt funds.

    Lapham received his undergraduate degree from Bucknell University where he graduated Cum Laude with a degree in Business Administration from the Friedman College of Management where he majored in Finance.

  • Chris R. Dalton

    Senior Director – Asset Management

    Chris R. Dalton

    Senior Director – Asset Management

    Chris R. Dalton is a Senior Director – Asset Management at Asana Partners. Dalton has ten 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.

  • Tom M. FitzGerald

    Senior Director – Asset Management

    Tom M. FitzGerald

    Senior Director – Asset Management

    Tom M. FitzGerald is a Senior Director – Asset Management at Asana Partners. FitzGerald has 14 years of real estate value creation experience in leasing, property management and operations, portfolio management, investment underwriting, and tenant and investor relations. Fitzgerald has deep experience and is regarded for his expertise with office leasing strategy and execution in urban, mixed-use neighborhoods.

    Prior to Asana Partners, FitzGerald was an Executive Vice President at JLL, an industry leading commercial real estate services and investment firm. While at JLL, FitzGerald was a critical team member that oversaw execution of over 450 leases totaling more than 6 million square feet and $1.2 billion in lease value primarily in urban, mixed-use neighborhoods.

    Prior to JLL, FitzGerald was a Real Estate Manager with CBRE, the largest commercial real estate services and investment firm. At CBRE, he oversaw asset management of a portfolio including retail, office, industrial, and data centers. FitzGerald started his career in Washington, D.C. with Booz Allen Hamilton serving as a consultant on the Economic and Business Systems Analysis team which was embedded with the Homeland Security Department. 

    FitzGerald earned a Bachelor of Arts degree in Economics from Hampden-Sydney College.

  • Brian M. McWeeney

    Director – Asset Management

    Brian M. McWeeney

    Director – Asset Management

    Brian M. McWeeney is a Director – Asset Management at Asana Partners. McWeeney has industry experience in real estate transaction sourcing, negotiating, structuring, and executing.
     
    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.

  • 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.

  • Cailey A. Rowe, CPA

    Director – Portfolio Operations

    Cailey A. Rowe, CPA

    Director – Portfolio Operations

    Cailey A. Rowe is a Director – Portfolio Operations at Asana Partners.

    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 in the state of South Carolina.

  • Matthew P. Saylor

    Director – Asset Management

    Matthew P. Saylor

    Director – Asset Management

    Matthew P. Saylor is a Director – Asset Management at Asana Partners.

    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.

  • Craig R. Aulebach

    Senior Associate – Development

    Craig R. Aulebach

    Senior Associate – Development

    Craig Aulebach is a Senior Associate – Development of Asana Partners.

    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.

  • Mario B. Cabrera

    Senior Associate – Asset Management

    Mario B. Cabrera

    Senior Associate – Asset Management

    Mario B. Cabrera is a Senior Associate – Asset Management at Asana Partners. Cabrera has seven years of commercial real estate experience in property management, construction project management, property accounting, acquisitions and dispositions.

    Prior to Asana Partners, Cabrera was a Property Manager at Lincoln Property Company, a real estate service provider, specializing in property management, brokerage, valuation, consulting, development and construction management. Cabrera managed over 400,000 SF of urban mixed-use, retail, and office properties in the Boston region. Previously, Cabrera managed suburban office, retail, and industrial assets totaling 1.9 million SF in the Baltimore/Washington region.

    Prior to Lincoln Property Company, Cabrera worked at Towne Park, one of the largest hospitality and mobility parking solutions providers. Cabrera managed various Marriott and Hilton parking accounts in the Washington, D.C. area.

    Cabrera is a graduate of the University of Maryland, College Park, with a Bachelor of Arts in Economics.

  • J. Forrest Cherry

    Senior Associate – Asset Management

    J. Forrest Cherry

    Senior Associate – Asset Management

    J. Forrest Cherry is a Senior Associate – Asset Management at Asana Partners.

    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.

  • Jack L. Sullivan

    Senior Associate – Asset Management

    Jack L. Sullivan

    Senior Associate – Asset Management

    Jack L. Sullivan is a Senior Associate – Asset Management at Asana Partners.

    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.

  • N. Cole McCall, CPA

    Senior Associate – Portfolio Management Program

    N. Cole McCall, CPA

    Senior Associate – Portfolio Management Program

    N. Cole McCall is a Senior Associate – Portfolio Management Program 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. McCall is a licensed Certified Public Accountant in the state of South Carolina. 

  • Michael J. Elliott

    Associate – Asset Management

    Michael J. Elliott

    Associate – Asset Management

    Michael J. Elliott is an Associate – Asset Management at Asana Partners.

    Prior to Asana Partners, Elliott was a Portfolio Manager in Wells Fargo’s Middle Market Banking Group. At Wells Fargo, Elliott managed a portfolio of client relationships with companies with revenue ranging from $20 million to $1 billion. Elliott was responsible for portfolio oversight, underwriting, loan structuring, due diligence, and financial analysis. During his tenure, Elliott covered a wide range of industries and complex transactions with aggregate committed exposure in excess of $700 million.

    Elliott earned a Master of Business Administration from The Wharton School at the University of Pennsylvania. He is a graduate of Truman State University where he received his B.S.B.A. with a concentration in Finance. Elliott is also a graduate of Wells Fargo’s Credit Management Training Program. 

  • Morgan B. Sowell

    Associate – Asset Management

    Morgan B. Sowell

    Associate – Asset Management

    Morgan B. Sowell is an Associate – Asset Management at Asana Partners. 

    Prior to Asana Partners, Sowell was an Investment Banking Analyst with SunTrust Robinson Humphrey. At STRH, Sowell was responsible for providing valuation analysis and industry research that supported Sell-Side, Buy-Side, Equity Capital Markets, and Debt Capital Markets transactions across the Business Services sector. 

    Sowell graduated Magna Cum Laude with Honors from the University of Georgia’s Terry College of Business with a Bachelor of Business Administration in Finance. 

  • Wood P. Britton

    Associate – Development

    Wood P. Britton

    Associate – Development

    Wood P. Britton is an Associate – 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.

  • Ricardo D. Meza

    Associate – Development

    Ricardo D. Meza

    Associate – Development

    Ricardo D. Meza is an Associate - Development at Asana Partners.

    Prior to joining Asana Partners, Meza was a Project Manager and Senior Tenant Coordinator at Primestor Development, a Los Angeles based real estate developer specializing in the development of regional shopping centers in underserved communities. While at Primestor, Meza oversaw all tenant coordination aspects within the company’s 2.5 million square foot portfolio. Additionally, Meza oversaw development and construction activity including remodels, tenant improvements, and new ground up projects. Meza also assisted in the project management of new ground up shopping centers.

    Prior to Primestor, Meza was a Staff Planner at RGP Planning & Development Services, a land use consulting firm which provided clients with services in urban planning, project management, and real estate entitlement.

    Meza is a graduate of California Polytechnic State University, San Luis Obispo with a Bachelor of Science degree in City and Regional Planning.

  • Shyam R. Patel

    Associate – Development

    Shyam R. Patel

    Associate – Development

    Shyam R. Patel is an Associate - Development at Asana Partners.

    Prior to Asana Partners, Patel was a Development Associate at Grubb Properties, a national Multi-Family and Commercial Development firm. While at Grubb Properties, Patel focused on the repositioning of assets within the commercial portfolio with over 500,000 square feet of transactions. In addition, Patel was responsible for the execution of leasing, dispositions, and development of commercial properties.

    Prior to Grubb, Patel worked for ASG Equities, a family office based out of New York City focused on the investment and management of a national luxury retail portfolio.

    Patel is a graduate of the University of Georgia with a Bachelor’s in Business Administration in Finance and a graduate of New York University with a Master of Science in Real Estate Development.

  • Karen E. Biddle

    Analyst – Portfolio Management Program

    Karen E. Biddle

    Analyst – Portfolio Management Program

    Karen E. Biddle is an Analyst – Portfolio Management Program at Asana Partners.

    Prior to accepting a full-time position, Biddle worked as an intern at Asana Partners from May 2020 through December 2020.

    Biddle is a Cum Laude graduate of the Darla Moore School of Business at the University of South Carolina Honors College with a Bachelor of Science in Business Administration with dual majors in Finance and Economics.

  • Katie J. Boehm

    Analyst – Portfolio Management Program

    Katie J. Boehm

    Analyst – Portfolio Management Program

    Katie J. Boehm is an Analyst – Portfolio Management Program at Asana Partners. 

    Prior to Asana Partners, Boehm was a Geometry Teacher at Dr. Howard Fuller Collegiate Academy, a charter school in Milwaukee, Wisconsin. 

    Boehm graduated summa cum laude and First Honor from Davidson College with a Bachelor of Arts in Economics. 

  • Will W. Dukes

    Analyst – Development

    Will W. Dukes

    Analyst – Development

    Will W. Dukes is an Analyst – Development at Asana Partners.

    Prior to accepting a full-time position, Dukes worked as an intern at Asana Partners from May 2019 through April 2020.  During this time, Dukes worked in various capacities with the Asset Management, Capital Markets, and Investments teams.

    Dukes graduated Cum Laude with Honors from Clemson University’s Calhoun Honors College with a Bachelor of Science in Financial Management.

  • Couloir X. Hanson

    Analyst – Portfolio Management Program

    Couloir X. Hanson

    Analyst – Portfolio Management Program

    Couloir X. Hanson is an Analyst –  Portfolio Management Program at Asana Partners. 

    Prior to Asana Partners, Hanson was a Finance Intern at Tesla, where she analyzed Tesla’s strategies across its different businesses in sales, marketing, and services.

    Hanson graduated from the Huntsman Program in International Studies and Business at the University of Pennsylvania, where she earned a Bachelor of Science in Economics with a concentration in Finance and a Bachelor of Arts in International Studies targeting German from the College of Arts and Sciences.

  • Sarah M. Heuerman, CPA

    Analyst – Portfolio Management Program

    Sarah M. Heuerman, CPA

    Analyst – Portfolio Management Program

    Sarah M. Heuerman is an Analyst – Portfolio Management Program at Asana Partners.

    Prior to Asana Partners, Heuerman was a Senior Assurance Associate at PriceWaterhouseCoopers’ New York office, serving on multiple audits for clients in the financial services sector.

    Heuerman earned a Master of Accountancy from the University of Mississippi where she also graduated Summa Cum Laude with a Bachelor of Accountancy in Accounting and a minor in Manufacturing Engineering. She is a 2019 AICPA Elijah Watt Sells Award winner and is a licensed Certified Public Accountant in the state of New York.

  • Kimberly A. Vonada

    Analyst – Portfolio Management Program

    Kimberly A. Vonada

    Analyst – Portfolio Management Program

    Kimberly A. Vonada is an Analyst – Portfolio Management Program at Asana Partners.

    Prior to Asana Partners, Vonada was an Investment Banking Intern at Jefferies, LLC serving on multiple buy and sell side deals in summer 2019. 

    Vonada is a Magna Cum Laude graduate of the Darla Moore School of Business at the University of South Carolina Honors College with a Bachelor of Science in Business Administration with dual majors in Finance and Economics as well as a concentration in Business Analytics.

  • Clare E. Walsh

    Director – Leasing Strategy

    Clare E. Walsh

    Director – Leasing Strategy

    Clare E. Walsh is a Director – Leasing Strategy at Asana Partners. Walsh has ten 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.

  • Olivia J. Matthews

    Senior Associate – Leasing Strategy

    Olivia J. Matthews

    Senior Associate – Leasing Strategy

    Olivia J. Matthews is a Senior Associate – Leasing Strategy at Asana Partners.

    Prior to Asana Partners, Matthews was part of the Tenant Consulting Practice and Capital Markets Group at JLL, one of the world’s largest commercial real estate services firms. While at JLL, Matthews strategically consulted companies on their real estate needs and executed transactions across the Carolinas, with national portfolio companies as well as local startups. She began her career with JLL in its 2015 Wheel (“Rotational”) Program where she gained experience in tenant representation, capital markets, research, property management and project management.

    Matthews is a graduate of the University of Georgia with a Bachelor of Business Administration in Real Estate and a Certificate in Legal Studies. Matthews is actively involved with the Terry College Young Alumni Board and enjoys spending time at Alexander Youth Network, a place close to her heart.

    Matthews is a member of CRCBR and resides in Charlotte, NC. 

  • Viraj N. Patel

    Senior Associate – Leasing Strategy

    Viraj N. Patel

    Senior Associate – Leasing Strategy

    Viraj N. Patel is a Senior Associate – Leasing Strategy at Asana Partners.
     
    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.

  • K.C. Russell

    Senior Associate – Leasing Strategy

    K.C. Russell

    Senior Associate – Leasing Strategy

    K.C. Russell is a Senior Associate – Leasing Strategy 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

    Manager – Marketing Strategy

    Angelica S. Merg

    Manager – Marketing Strategy

    Angelica S. Merg is a Manager – Marketing Strategy 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.

  • Emily R. Wilson

    Manager – Leasing Operations

    Emily R. Wilson

    Manager – Leasing Operations

    Emily R. Wilson is a Manager – Leasing Operations 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.

  • Calli N. Wasserman

    Associate – Lease Analytics

    Calli N. Wasserman

    Associate – Lease Analytics

    Calli N. Wasserman is an Associate –  Lease Analytics 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.

     

  • Marcia M. Harris Scott

    Analyst – Lease Analytics

    Marcia M. Harris Scott

    Analyst – Lease Analytics

    Marcia M. Harris Scott is an Analyst – Lease Analytics at Asana Partners.  Harris Scott has experience as a paralegal and lease analyst in commercial real estate.

    Prior to Asana Partners, Harris Scott was a Paralegal at Aaron’s in Atlanta, GA and a Lease Analyst at EDENS in Columbia, SC where she developed a well-rounded understanding of the interpretation and abstraction of commercial lease documents.

    Harris Scott has 20 years’ experience with an emphasis in commercial real estate.  She holds a Property Management Certificate from the SC School of Real Estate and a Paralegal Certificate from the Professional Center for Paralegal Studies.

  • Sarah E. Heagy

    Analyst – Lease Analytics

    Sarah E. Heagy

    Analyst – Lease Analytics

    Sarah E. Heagy is an Analyst – Lease Analytics at Asana Partners.

    Prior to Asana Partners, Heagy was a Property Manager for Aspen Square Management, a multi-family commercial real estate company, where she was responsible for total community management - which included leasing, collections, and tenant retention.

    Heagy is a graduate from The University of Maryland Baltimore County with a Bachelor of Arts in Visual Arts with a concentration in Graphic Design and Marketing.

  • Natasha A. Molina

    Analyst – Lease Analytics

    Natasha A. Molina

    Analyst – Lease Analytics

    Natasha A. Molina is an Analyst – Lease Analytics at Asana Partners.

    Prior to Asana Partners, Molina was an Assistant Property Manager for Aspen Square Management, a multi-family commercial real estate company. During her time at Aspen, she developed a strong understanding in community management, leasing processes, and marketing. 

    Molina is a graduate from The University of South Carolina with a Bachelor of Science Degree in Public Health.

  • Bailey E. Thomas

    Analyst – Leasing Operations

    Bailey E. Thomas

    Analyst – Leasing Operations

    Bailey E. Thomas is an Analyst – Leasing Operations at Asana Partners.

    Prior to Asana Partners, Thomas was an Assistant Property Manager for Avison Young, a global commercial real estate services firm. During her time with Avison Young, her duties included tenant relations, building operations, facility maintenance and repair, financial reporting, budget preparation and project management. Her portfolio included 2.5 million square feet of Mixed-Use, Retail, Industrial, and Medical Properties.

    Thomas is a graduate of the University of South Carolina with a Bachelor of Arts Degree in International Studies with a concentration in Hospitality and Retail Management and a minor in Business Administration. 

  • Stefan C. Neudorff, CPA

    Chief Accounting Officer

    Stefan C. Neudorff, CPA

    Chief Accounting Officer

    Stefan has overall responsibility for property and investment accounting; fund accounting; corporate accounting; treasury; financial and investor reporting; and tax. He joined Asana Partners in 2021 and serves on the Executive Committee. Stefan has 15 years of commercial real estate experience in fund operations, data management solutions, process improvement, financial reporting leadership, and REIT and tax structuring.

    Before joining Asana Partners, Stefan was an Executive Director of PGIM Real Estate. Prior to this role, he was Vice President of Finance and Operations at Brookfield Asset Management where he also served as the Controller. He started his career at PwC.

    Stefan earned a Master of Accountancy degree from the University of North Florida and a Bachelor of Science degree in Accounting from the University of Florida. He is a Certified Public Accountant licensed in the state of New York.

  • Miki A. O. Kamijyo

    General Counsel & Chief Compliance Officer

    Miki A. O. Kamijyo

    General Counsel & Chief Compliance Officer

    Miki has overall responsibility for corporate legal matters, compliance and regulatory matters, and ESG (Environmental, Social, and Corporate Governance). She joined the firm in 2021 and serves on the Executive Committee. Miki has 20 years of experience focusing on real estate and corporate law, compliance and regulatory matters, and ESG.

    Prior to joining Asana Partners, Miki was Managing Director & Chief Compliance Officer of Annaly Capital Management (NYSE: NLY), a publicly traded REIT; Legal Counsel & Chief Compliance Officer at GreenOak Real Estate; and Investment Management & Compliance Counsel at Rockefeller Group. Prior to law school, Miki was a Project Engineer at Clark Construction.

    Miki earned a Juris Doctor cum laude from the American University Washington College of Law, and she earned a Bachelor of Science degree in Architecture from the University of Virginia.

  • Carol H. Hall

    Senior Director – Business Intelligence

    Carol H. Hall

    Senior Director – Business Intelligence

    Carol H. Hall is the Senior Director – Business Intelligence at Asana Partners.  Hall has 33 years of leadership, accounting, and systems experience. Hall leads the business intelligence functions which include portfolio operations, leasing analytics, and technology.

    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.

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

  • Jimmy J. Bambrick

    Director – Capital Markets

    Jimmy J. Bambrick

    Director – Capital Markets

    Jimmy J. Bambrick is a Director – Capital Markets at Asana Partners.

    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.

  • Bobbi R. Frieda

    Director – People

    Bobbi R. Frieda

    Director – People

    Bobbi R. Frieda is the Director – People at Asana Partners.

    Prior to Asana Partners, Frieda was a Vice President of Human Resources at Bank of America where she provided leadership consulting to all Employee Technology Support Managers in the company. Prior to Bank of America, Frieda was a Human Resources Manager for H-E-B, the largest grocery retailer in Texas. While at H-E-B, Frieda supported 20 retail locations in Austin, TX totaling over 4,000 employees. Frieda’s responsibilities included employee relations, talent/ leadership development, performance management, career planning, and employee engagement with a focus on culture.

    Frieda received her Bachelor of Science Degree in Leadership Development with an emphasis in Human Resources from Texas A&M University.

  • Erika S. Kovacs, CPA

    Director – Treasury

    Erika S. Kovacs, CPA

    Director – Treasury

    Erika S. Kovacs is the Director – Treasury 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 in the state of South Carolina.

  • Chris M. Pfeifer

    Director – Technology

    Chris M. Pfeifer

    Director – Technology

    Chris M. Pfeifer is the Director – Technology at Asana Partners.  Pfeifer has 23 years of industry experience, including defining and influencing technology strategy, designing and implementing enterprise-level real estate technology solutions, relationship management, and client delivery.  Pfeifer has overall responsibility for foundational and core technology excellence. 

    Prior to Asana Partners, Pfeifer was the Global Account Technology Director for JLL.  Pfeifer led the strategy, management, and evolution of a large technology portfolio in support of the workplace of the future.  During his tenure with JLL, Pfeifer spearheaded the planning, design, implementation, and ongoing operation of a real estate technology innovation center which ultimately became a showcase for the future of work, visited and adopted by several Fortune 500 clients. 

    Prior to JLL, Pfeifer was the Innovative Technology Manager for Compass Group.

    Pfeifer is a graduate of the University of North Carolina at Charlotte with a Bachelor of Science in Business Administration with a concentration in Management Information Systems.

  • Martha W. Harding, CPA

    Director – Corporate Accounting

    Martha W. Harding, CPA

    Director – Corporate Accounting

    Martha W. Harding is a Director – Corporate Accounting at Asana Partners.

    Prior to Asana Partners, Harding 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, Harding 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.

    Harding 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. Harding 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.  Harding is a licensed Certified Public Accountant in the state of South Carolina.

  • Mandy M. Guevara

    Senior Associate – Finance

    Mandy M. Guevara

    Senior Associate – Finance

    Mandy M. Guevara is a Senior Associate – Finance at Asana Partners.

    Prior to Asana Partners, Mandy was a Senior Audit Associate at PwC New York within the Asset & Wealth Management practice.  During her time at PwC, Guevara was responsible for leading the day-to-day execution of audit engagements for private equity investment funds as well as public REIT clients. Guevara has a broad range of experience with assurance services including auditing of fair value measurements for real estate investments and financial reporting. 

    Mandy is a graduate of the Leeds School of Business at the University of Colorado at Boulder. She earned a dual Bachelor of Science in Business Administration in accounting and finance with a certificate in Technology, Arts & Media as well as a Master of Science in accounting. 

  • Alex Guzman

    Senior Associate – Treasury

    Alex Guzman

    Senior Associate – Treasury

    Alex Guzman is a Senior Associate – Treasury at Asana Partners.

    Prior to Asana Partners, Guzman was a Cash Management Officer at GrandSouth Bank, where he specialized in providing commercial clients with customized treasury management solutions.

    Prior to GrandSouth Bank, Guzman was a Treasury Management Sales Officer at TD Bank. Throughout Guzman’s career as a Treasury Management Officer, he has worked closely with commercial clients across many different sectors. His primary responsibilities included ensuring clients were using proper treasury services, training on those specialized services, and working directly with executive leadership to discuss and implement process improvement opportunities. 

    Guzman is a graduate of the University of South Carolina with a Bachelor of Arts in English Language and Literature. Guzman currently serves as Chair of the Advisory Council for Historic Columbia and volunteers on United Way’s Community Impact Committee.

  • Will M. Heaton

    Senior Associate – Capital Markets

    Will M. Heaton

    Senior Associate – Capital Markets

    Will M. Heaton is a Senior Associate – Capital Markets at Asana Partners.

    Prior to Asana Partners, Heaton was a Vice President within Wells Fargo’s Commercial Real Estate lending group based in Charlotte. He originated over $1.7B in commercial real estate loans, with a focus on construction and term lending across the four major asset classes. Heaton supported a diverse set of clients, ranging from middle market private firms to large institutional investors and was responsible for the asset management efforts on a sizeable debt portfolio.

    Heaton is a magna cum laude graduate of the University of Georgia where he double majored in Real Estate and Risk Management.

  • Sarah K. Besh

    Associate – Corporate Accounting

    Sarah K. Besh

    Associate – Corporate Accounting

    Sarah K. Besh is an Associate – Corporate Accounting at Asana Partners.

    Prior to Asana Partners, Besh was a Tax Associate on the Banking & Capital Markets team at PricewaterhouseCoopers, LLP. While at PwC, Besh focused on federal, state, and international tax compliance, including return preparation for REITs, investment firms, and global banks. She was also responsible for executing audit testing on significant tax balances for banks and broker-dealers. Prior to her work at PwC, Besh was a Corporate Tax Intern at Southwest Airlines.

    Besh is a graduate of the University of Alabama with a Master’s of Tax Accounting degree. Besh graduated summa cum laude with a Bachelor of Science in Commerce and Business Administration with a specialization in professional accounting.

  • 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.

  • K.Tyrell Long

    Associate – Treasury

    K.Tyrell Long

    Associate – Treasury

    Tyrell “Ty” Long is an Associate – Treasury at Asana Partners.

    Prior to Asana Partners, Long was an Audit Associate at Bauknight Pietras & Stormer, P.A. where he led financial, compliance, and operational audits for companies in multiple industries including construction, insurance, and manufacturing.

    Long is a graduate of Wofford College with a Bachelor of Arts in Accounting and a minor in Economics. Long also obtained his Master of Accountancy from Clemson University. 

  • Austin K. Brodie

    Analyst – Technology

    Austin K. Brodie

    Analyst – Technology

    Austin K. Brodie is an Analyst – Technology at Asana Partners.

    Prior to Asana Partners, Brodie started his career at JLL where he was first hired as a Technology Intern and worked his way up to a full-time employee as a Technology Specialist. During his time with JLL, Brodie was responsible for managing and configuring innovative workplace technology. The technology he managed became a showcase for the future of work, visited and adopted by several Fortune 500 clients.

    Brodie is a graduate of Lenoir-Rhyne University with a Bachelor of Science in Computer Science.

  • Casey G. Keller

    Accounting Specialist – Treasury

    Casey G. Keller

    Accounting Specialist – Treasury

    Casey G. Keller is an Accounting Specialist – Treasury at Asana Partners. 

    Prior to working at Asana Partners, Keller worked as an Administrative Assistant at LKC Engineering where she oversaw all bid management for projects, audited pay requests, generated monthly invoices, as well as assembled and reviewed all project documents.

    Keller earned a Bachelor of Science in Business Administration - Accounting from Presbyterian College.

  • Gabi P. Rivers

    Accounting Specialist – Treasury

    Gabi P. Rivers

    Accounting Specialist – Treasury

    Gabi P. Rivers is an Accounting Specialist – Treasury 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.

  • J. Hampton Williams

    Accounting Specialist – Treasury

    J. Hampton Williams

    Accounting Specialist – Treasury

    J. Hampton Williams is an Accounting Specialist – Treasury at Asana Partners.

    Prior to Asana Partners, Williams was a commercial real estate Intern with Wilson Kibler in Columbia, South Carolina. While there, Williams conducted market research, maintained databases, and assisted agents. He specialized in office and industrial property types. 

    Williams earned a Bachelor of Science in Financial Management with an emphasis in Real Estate and a Minor in Accounting from Clemson University. 

  • Madison M. Ries

    Accounting Specialist – Treasury

    Madison M. Ries

    Accounting Specialist – Treasury

    Madison M. Ries is an Accounting Specialist – Treasury at Asana Partners.

    Prior to accepting a full-time position, Ries worked as an intern at Asana Partners from July 2020 through November 2021.

    Ries received a Bachelor of Science Degree in Kinesiology and a Minor in Psychology from the University of North Carolina at Charlotte.

  • Rachel E. Taylor

    Accounting Specialist – Treasury

    Rachel E. Taylor

    Accounting Specialist – Treasury

    Rachel E. Taylor is an Accounting Specialist – Treasury at Asana Partners.

    Prior to Asana Partners, Taylor was an Accountant with KW Beverage, where she prepared and analyzed financial reports and statements, maintained company general ledger, and performed monthly filing of sales tax returns. Prior to KW Beverage, Taylor served as a Receivables Coordinator for the Greenville-Spartanburg International Airport, where she processed invoices and worked closely with customers to organize payments.

    Taylor earned a Bachelor of Science in Financial Management with an emphasis in Corporate Finance and a Minor in Accounting from Clemson University. 

  • Tara M. Faethe, SHRM-CP

    Travel & Human Resources Coordinator

    Tara M. Faethe, SHRM-CP

    Travel & Human Resources Coordinator

    Tara M. Faethe is a Travel & 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. 

  • Lynette Capers-Bell

    Executive Assistant & Office Manager

    Lynette Capers-Bell

    Executive Assistant & Office Manager

    Lynette Capers-Bell is an Executive Assistant & Office Manager at Asana Partners.  Lynette has over 15 years of experience as an Executive Assistant & Office Manager in the retail hospitality industry.

    Prior to Asana Partners, Capers-Bell was an Executive Assistant to the Chief Executive Officer and Chief Operations Officer at a non-profit organization in New York City.

    Capers-Bell is a graduate of CUNY Herbert H. Lehman College in New York and also earned an MBA in Business Administration from Capella University in Minneapolis.

  • 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.

  • Saad A. Sheikh

    Director – Investment Accounting

    Saad A. Sheikh

    Director – Investment Accounting

    Saad A. Sheikh is the Director – Investment Accounting at Asana Partners. Sheikh has overall responsibility for the accounting and financial reporting of all investments. Sheikh has 12 years of real estate experience in investment accounting, property and fund operations, REIT and tax structuring, systems and process improvement, and financial reporting.

    Prior to Asana Partners, Sheikh was an Assistant Vice President - Manager Investment Accounting at Nuveen Real Estate, a real estate investment manager with $138 billion of real estate assets under management. While at Nuveen, Sheikh was responsible for property accounting, fund accounting, financial reporting, and cash management for several open-end and closed-end funds and a flagship non-traded REIT. He led several process automation projects and was a key liaison with the fund administrator for continuous process improvement and ongoing fund launches. Sheikh started his career at Horwath Chartered Accountants, providing audit services to real estate developers.

    Sheikh is a Fellow Member of the Association of Chartered Certified Accountants (ACCA), a global accounting association and a graduate of the University of Cambridge with an Advance Level Certificate in Accounting.

  • Danielle N. Cox, CPA

    Manager – Investment Accounting

    Danielle N. Cox, CPA

    Manager – Investment Accounting

    Danielle N. Cox is a Manager – Investment Accounting at Asana Partners.

    Prior to Asana Partners, Cox was a Senior Associate at Ernst & Young serving in the Assurance practice, where she provided services to both private and publicly-traded clients. At Ernst & Young, Cox was responsible for managing and performing financial statement audits for a diverse client base across a range of industries including real estate, oil and gas, and telecommunications. Prior to Ernst & Young, Cox worked at Ashland, Inc. serving on the Contract Management team within its Water Technologies division.

    Cox earned a Master of Science in Accounting and a Bachelor of Business Administration in Accounting at James Madison University. Cox is a licensed Certified Public Accountant in the state of North Carolina.

  • Kaitlyn M. Gill

    Manager – Investment Accounting

    Kaitlyn M. Gill

    Manager – Investment Accounting

    Kaitlyn M. Gill is a Manager – Investment Accounting at Asana Partners.

    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.

  • Laura B. Nelling

    Manager – Investment Accounting

    Laura B. Nelling

    Manager – Investment Accounting

    Laura B. Nelling is a Manager – Investment Accounting at Asana Partners.

    Prior to Asana Partners, Nelling started her career at PriceWaterhouseCoopers in the Philadelphia office and was most recently an Assurance Manager in the Los Angeles office. During her time at PwC, Nelling was responsible for serving public and private real estate clients, primarily focusing on privately held fair value investment funds. In addition to overseeing the annual audit process, Nelling was involved in projects to implement process efficiencies, women's networking initiatives, and was a leader for the firm's corporate responsibility and volunteer programs. 

    Nelling is a graduate of Drexel University in Philadelphia with a Bachelor of Science in Accounting and Finance. 

  • Shannon R. Smith, CPA

    Manager – Investment Accounting

    Shannon R. Smith, CPA

    Manager – Investment Accounting

    Shannon R. Smith is a Manager – Investment Accounting at Asana Partners.

    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 in the state of South Carolina.

  • Stacey J. Watkins

    Manager – Investment Accounting

    Stacey J. Watkins

    Manager – Investment Accounting

    Stacey J. Watkins is a Manager – Investment 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.

  • Daniel W. Lott, CPA

    Senior Associate – Investment Accounting

    Daniel W. Lott, CPA

    Senior Associate – Investment Accounting

    Daniel W. Lott is a Senior Associate – Investment 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. 

  • Nick R. Stephens, CPA

    Senior Associate – Investment Accounting

    Nick R. Stephens, CPA

    Senior Associate – Investment Accounting

    Nick R. Stephens is a Senior Associate – Investment Accounting at Asana Partners.  

    Prior to Asana Partners, Stephens was an Audit Senior with KPMG, LLP, where he provided assurance services to oil and gas clients. At KPMG, LLP, Stephens was responsible for the planning and completion of integrated audits, including analysis of audit risks, testing of significant accounts, and testing of controls.

    Stephens earned a Bachelor of Business Administration in Accounting and Finance and a Bachelor of Science minor in Economics from The University of Oklahoma. Stephens is a licensed Certified Public Accountant in the state of South Carolina.

  • Connor S. Barton

    Associate – Investment Accounting

    Connor S. Barton

    Associate – Investment Accounting

    Connor S. Barton is an Associate – Investment Accounting at Asana Partners.

    Prior to Asana Partners, Barton was an Audit Senior with Grant Thornton, LLP, where he provided assurance services to real estate, manufacturing, and telecommunications clients. At Grant Thornton, LLP, Barton was responsible for the planning and completion of integrated audits, including analysis of audit risks, testing of significant accounts, and testing of controls.

    Connor earned a Bachelor of Science in Economics from the Thomas Harriot College of Arts and Sciences at East Carolina University and a Master of Accountancy from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill.

  • C. Stone Bauguess, CPA

    Associate – Investment Accounting

    C. Stone Bauguess, CPA

    Associate – Investment Accounting

    C. Stone Bauguess is an Associate – Investment Accounting at Asana Partners.

    Prior to Asana Partners, Bauguess was an Audit Associate with KPMG where he worked on financial statement and integrated audits for companies in multiple industries including logistics, higher education, manufacturing, and healthcare. At KPMG, Bauguess was responsible for completing substantive testing over significant accounts, internal controls testing, and risk assessment procedures for both public and private entities.

    Bauguess earned a Bachelor of Science in Business Administration with a major in accounting, graduating summa cum laude, and a Master of Accountancy from the Darla Moore School of Business at the University of South Carolina. Bauguess is a licensed Certified Public Accountant in the state of North Carolina.

  • Katie B. Dempster

    Associate – Investment Accounting

    Katie B. Dempster

    Associate – Investment Accounting

    Katie B. Dempster is an Associate – Investment Accounting at Asana Partners.

    Prior to Asana Partners, Dempster was a Senior Tax Associate at Grant Thornton where she worked on tax compliance and analysis for clients in industries including real estate, data security, capital investments, and transportation. At Grant Thornton, Katie was responsible for consulting with individual clients to mitigate future tax liabilities, providing analytical support to senior management, and managing engagement teams.

    Dempster earned a Bachelor of Science in Business Administration with majors in accounting and finance, graduating cum laude, and a Master of Accountancy from the Darla Moore School of Business at the University of South Carolina.

  • G. Michael Fournier II, CPA

    Associate – Investment Accounting

    G. Michael Fournier II, CPA

    Associate – Investment Accounting

    G. Michael Fournier II is an Associate – Investment Accounting at Asana Partners.

    Prior to Asana Partners, Fournier was an Audit Senior at Ernst & Young in Charlotte within the wealth asset management practice working with a variety of clients in the private equity, mutual fund, BDC, REIT, investment manager, and insurance brokerage industries. At Ernst & Young, Fournier was responsible for the planning and execution of financial statement audits for public and private entities.

    Fournier is a graduate from the A.B. Freeman School of Business at Tulane University with a Bachelor of Science in Management in Finance and a Master of Accounting. Fournier is a licensed Certified Public Accountatnt in the state of North Carolina.

  • Kara M. Kiselicka

    Associate – Investment Accounting

    Kara M. Kiselicka

    Associate – Investment Accounting

    Kara M. Kiselicka is an Associate – Investing Accounting at Asana Partners.

    Prior to Asana Partners, Kiselicka worked as an Accountant in the Retail Division at Childress Klein, a commercial real estate developer and property management company in Charlotte, North Carolina. Prior to Childress Klein, Kiselicka held various other accounting positions in the real estate industry.

    Kiselicka graduated Cum Laude from the Sheldon B. Lubar School of Business at the University of Wisconsin-Milwaukee with a Bachelor of Business Administration in Accounting and Finance. 

  • Eric G. Laughead

    Associate – Investment Accounting

    Eric G. Laughead

    Associate – Investment Accounting

    Eric G. Laughead is an Associate – Investment Accounting at Asana Partners. 

    Prior to Asana Partners, Laughead was an Audit Associate at Bauknight Pietras & Stormer, P.A. in Columbia, SC.  In his time at BPS, Laughead worked on financial statement audits for privately-owned companies in a variety of industries including manufacturing, retail, and telecommunications.

    Laughead earned a Bachelor of Science in Accounting, graduating Magna Cum Laude, as well as a Master of Accountancy from the Darla Moore School of Business at the University of South Carolina.

  • Christopher M. Miller

    Associate – Investment Accounting

    Christopher M. Miller

    Associate – Investment Accounting

    Christopher M. Miller is an Associate – Investment Accounting at Asana Partners.

    Prior to Asana Partners, Miller was a Senior Tax Associate at Carr, Riggs, & Ingram, LLC where he prepared individual, partnership, and corporate tax returns. At Carr, Riggs, & Ingram, LLC Christopher was responsible for consulting with clients to reduce future tax liability, providing serviceable reports to partners, and overseeing operations at the associate level.

    Miller earned a Master of Accountancy from Clemson University and earned a Bachelor of Science from Presbyterian College in Business Administration with concentrations in Management and Accounting, graduating cum laude.

  • Harrison Y. Parker, CPA

    Associate – Investment Accounting

    Harrison Y. Parker, CPA

    Associate – Investment Accounting

    Harrison Y. Parker is an Associate – Investment Accounting at Asana Partners.

    Prior to Asana Partners, Parker was an Audit Associate with Ernst & Young, where he provided assurance services for wealth and asset management clients. At Ernst & Young, Parker was responsible for the planning and execution of financial statement audits of both public and private financial services companies, including testing of significant accounts and testing of internal controls.

    Parker earned a Bachelor of Science in Accounting, graduating summa cum laude, and a Masters of Accountancy from the Poole College of Management at North Carolina State University. Parker is a licensed Certified Public Accountant in the state of North Carolina.

  • Dustin M. Ramos, CPA

    Associate – Investment Accounting

    Dustin M. Ramos, CPA

    Associate – Investment Accounting

    Dustin M. Ramos is an Associate – Investment Accounting at Asana Partners.

    Prior to Asana Partners, Ramos worked as an audit associate for Cherry Bekaert, working on financial statement audits of public and private companies, nonprofit organizations, and local governments. During his time with Cherry Bekaert, Ramos held responsibilities in audit planning, risk assessment, internal control procedures, and substantive testing.

    Ramos earned a Bachelor of Science in Business Administration with a major in accounting, graduating cum laude, and a Master of Accountancy from the Darla Moore School of Business at the University of South Carolina. Ramos is a Certified Public Accountant in the state of North Carolina.