About Us

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

Prior to C-PACE, Chris held executive positions in a number of finance and real estate-related companies. This includes six years as a principal of Appian Capital, a private commercial real estate investment company, where he led the firm’s capital strategy, business development and origination efforts. Chris’ passion for the healthcare industry extends to philanthropic activities, and he currently serves on the executive committee of the Northern California Real Estate and Development Council for City of Hope. He also serves on the Redevelopment and Reuse Council of ULI Americas and serves on the board of PACENation. Chris earned his B.A. from Trinity College in Hartford, Conn.

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.

Mike has a deep background in capital formation and healthcare real estate.

He began his financial advisory career in the corporate banking division of Bank of America. For the past 20 years, he has focused exclusively on healthcare including leadership roles at GE Healthcare Financial Services, Lillibridge Healthcare Services (Ventas) and MBRE Healthcare Real Estate. Most recently, Mike served as the group head of Midwest Corporate Banking for SunTrust Robinson Humphrey, and holds FINRA series 7,79,63 and 24 licenses. Mike has a B.A. from Colorado College and an M.B.A. from Kellogg School of Management, Northwestern University. He serves on the board of Presbyterian Homes in Skokie, Ill. and is a member of the Economic Club of Chicago.

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 with commercial real estate organizations including Grubb & Ellis, Marcus & Millichap, NAIOP, SIOR, ALM and Connect Media.

In those positions, 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.

Martin was the sector leader of the nonprofit healthcare team at Standard & Poor’s before his recent retirement.

In that capacity he worked with many public and private healthcare systems and hospitals across the country. Earlier in his career, he worked for the state of New York, the New City Health Department and a local health maintenance organization. He also served on the board of the Healthcare Financial Management Association as well as its principles and practices committee. Martin holds a B.A. from Case Western Reserve University, and an M.B.A. and master’s in public health from Columbia University.

Jim is a retired PwC vice chair, where he served as global health industries leader and chief investments officer, in addition to other roles.

He is currently a board director and advisor in the healthcare, energy and technology sectors. Jim is a CPA in California and Texas, and holds a B.S. degree in business administration from San Diego State University.

As managing director, David leads Sonen Capital’s private markets investment activities, with an emphasis on real assets portfolio strategies.

Previously, David was a MD at Stanford Management Company, where he oversaw the overall investment portfolio for $9 billion in AUM in real estate, private equity and natural resources investments for the Stanford University endowment. Before Stanford, David was a senior MD of Real Assets for Sterling Stamos. Prior to joining Sterling Stamos, David was one of the founding partners at Lone Star Opportunity Fund, where he held various responsibilities for more than $1 billion in commercial mortgage debt and real estate portfolios. David holds a B.A from Stanford University and M.B.A from Harvard Business School.