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Choices

Wilson has more than 20 years of experience in managing accounting, operations, and compliance of financial services firms.

He was previously chief financial officer/chief compliance officer at Fort Baker Capital Management in California, a global investment firm, and was responsible for the launch and ongoing operations. Prior to joining Fort Baker in 2015, Wilson was chief financial officer of Tradewinds Investment Management, as well as chief financial officer at EcoAlpha Capital Management and controller at Watershed Asset Management. Early in his career, he was a senior accountant at EisnerAmper (formerly Harb, Levy & Weiland). Wilson received an MBA in International Business from San Francisco State University and a B.A. in Architecture from ShenZhen University in China. He is a member of the American Institute of Certified Public Accountants (AICPA) and a CFA Charterholder.

Mitch is a seasoned healthcare executive with more than 30 years in leadership positions of prominent hospitals and health systems including most recently as CEO of Verity Healthcare.

He has served as CEO of Keck Medicine of USC and CFO of UCLA Health Sciences, Beth Israel Deaconess Medical Center and Tufts Medical Center. Mitch was also a board director and CFO of Apollo Medical Holdings (AMEH) and helped to lift it to NASDAQ. He began his healthcare career with PwC and earned his B.S. from Boston University and MHA from Duke University.

Chris is a seasoned executive with more than a decade of experience in the C-PACE industry.

As a co-founder of GreenRock, Chris is focused on originating, advising and leading commercial PACE (C-PACE) financings on a national basis. Through his efforts, Chris has earned a reputation as a reliable and knowledgeable expert in the field.

Before embarking on his journey in C-PACE, Chris held prominent positions in several finance and real estate-related firms, notably serving as a principal at Appian Capital for six years. In this role, he spearheaded the firm’s capital strategy, business development and origination efforts.

Chris’ valuable expertise in C-PACE financing has prompted frequent invitations to serve as a panelist for noteworthy industry organizations and conferences including the Mortgage Bankers Association (MBA), Western States CREF Conference, Urban Land Institute (ULI), and Building Owners and Managers Association (BOMA), among others. In addition to sharing his knowledge, Chris actively contributes to the industry’s development through his leadership roles on several councils and boards. He is currently a member of the executive committee of the Northern California Real Estate and Development Council for City of Hope, serves on the Redevelopment and Reuse Council of ULI Americas, and is a board member of PACENation.

Chris earned his Bachelor of Arts degree from Trinity College in Hartford, Connecticut.

Joe has been in the C-PACE industry for 10 years.

Prior to C-PACE, Joe spent 25 years in healthcare finance and real estate, initially with E.F. Hutton and Lehman Brothers advising hospitals and health systems on capital planning, strategy, and tax-exempt bond financings. Later, he led the U.S. Western region healthcare capital markets for JLL and healthcare real estate for Kaufman Hall, a national advisory firm for hospitals and health systems. Joe is a graduate of the Haas School of Business at the University of California, Berkeley.

Chris has more than 32 years of experience in the hospitality industry.

Jared has more than 15 years of experience underwriting real estate acquisitions and debt financing across all real estate asset classes.

Prior to joining GreenRock, he managed the central region multifamily underwriting team for Freddie Mac’s small balance loan program. Jared also has previous experience in acquisitions for Ventas, a publicly traded healthcare REIT. His earlier experience included 10 years at LaSalle Bank and Bank of America underwriting construction and bridge loans for institutional real estate investors. Jared graduated from Michigan State University with a B.A. in finance and an MBA from the University of Chicago Booth School of Business.

Lisa has decades of experience in corporate communications and marketing management.

In high-level positions with well-known commercial real estate entities including Grubb & Ellis, Marcus & Millichap, NAIOP, SIOR, ALM and Connect Media, she worked in conjunction with chief executive officers to create corporate messaging, cohesive branding standards, strategic marketing plans and thought pieces. Lisa has a bachelor of science degree in journalism and mass communications along with a master’s degree in mass communications from San Jose State University.