Leadership

David Olney serves as the Chief Executive Officer at Berkshire. In his position, David is responsible for leading all aspects of the Firm’s activities and operations. He also serves as a member of Berkshire’s Investment Committee.

With over three decades of experience in real estate acquisitions since joining Berkshire in 1986, David has been involved in over $10 billion of acquisitions and dispositions since 1990. Prior to joining Berkshire, David served as President of Berkshire Realty Holdings, L.P., a joint venture partnership with affiliates of The Blackstone Group and Goldman Sachs, from 1999 until its liquidation in 2004.

David received a Master of Business Administration from Babson College and a Bachelor of Science degree from Bryant College.

Peter Annunziata serves as the Head of Corporate Accounting & Reporting at Berkshire. In his position, Peter is responsible for the firm’s accounting and reporting with direct oversight of the Corporate Finance & Accounting, Tax, Accounts Payable, and Treasury departments.

Prior to joining Berkshire, Peter served as a Director in PricewaterhouseCoopers, LLP’s assurance practice where he provided services to real estate entities of all sizes including large SEC and FTSE listed filers, investment advisors, joint ventures, REITs and other real estate and private equity companies, separate accounts and funds following US GAAP, UK GAAP, and IFRS professional standards.

Peter received a Master of Business Administration from Elkin B. McCallum Graduate School of Business at Bentley University. He is also a Certified Public Accountant.

Mary Beth Bloom serves as the General Counsel, Chief Risk Officer at Berkshire. In her position, Mary Beth is responsible for the coordination and delivery of all legal services to the firm and its affiliates, as well as overseeing the compliance, human resources and risk management functions. She also serves as a member of Berkshire’s Investment Committee and chair of the Enterprise Risk Management Committee.

Mary Beth joined Berkshire in 2000, holding several positions in the legal department, including Assistant General Counsel and Chief Compliance Officer.

Mary Beth received a Juris Doctorate from New England School of Law and a Bachelor of Science degree from the College of Holy Cross. She is admitted to practice law in Massachusetts and New York.

Heather Boujoulian serves as the Head of Development at Berkshire. In her position, Heather is responsible for all multifamily and senior housing development joint-ventures, overall portfolio composition and performance for the senior housing fund, as well as any construction-related challenges across the Berkshire portfolio. She also serves as a member of Berkshire’s Investment Committee.

Prior to joining Berkshire, Heather served as Vice President at Criterion Development Partners and was responsible for overseeing all aspects of multifamily development in New England.

Heather received a Master in Urban Planning from Harvard University’s Graduate School of Design and Bachelor of Science in Construction Management from Roger Williams University. She is on the Multifamily Leadership Board of the National Association of Home Builders and is a member of the National Multifamily Housing Council. She also serves on the Board of Trustees at Roger Williams University, as well as on the Board of Heading Home, a non-profit on a mission to end homelessness in Greater Boston.

Carolyn Burgess serves as the Chief Credit Officer at Berkshire. In her position, Carolyn is responsible for ongoing loan monitoring, underwriting, and the expansion of investment strategies, specifically direct debt, indirect debt, equity, and development. She also serves as a member of Berkshire’s Investment Committee.

Prior to joining Berkshire, Carolyn was Vice President & Multifamily Chief Risk Officer at Fannie Mae, where she led a team responsible for overseeing and monitoring the Multifamily Mortgage Business.

Carolyn received a Bachelor of Science in Finance and Marketing from the University of Virginia. She has also completed executive leadership and corporate risk programs at MIT, HBS, and UCLA.

Michael Coffey serves as the Head of Capital Markets at Berkshire. In his position, Michael is responsible for leading all capital formation including capital raising, product development and investor relations. He also serves as a member of Berkshire’s Investment Committee.

Prior to joining Berkshire, Michael was at Greenhill & Co. in the Real Estate Capital Advisory Group and was actively involved in raising institutional capital for a range of real estate investment strategies and capital structures. He previously held positions in the Commercial Real Estate Finance Group at Guggenheim Partners and at Credit Suisse where he was a member of both the Real Estate Private Fund Group and the Real Estate Finance and Securitization Group.

Michael received a Bachelor of Arts degree from Hamilton College.

Brittany Colgan serves as the Head of Equity Accounting and Reporting at Berkshire. In her position, Brittany is responsible for fund and investor reporting for the firm’s equity funds, including an open-ended fund, value funds and separate accounts. She oversees all aspects of portfolio accounting and fund reporting.

Brittany joined Berkshire in 2013 and has performed various roles in Portfolio Reporting and Accounting.

Brittany received a Bachelor of Science degree in Accounting from University of South Florida and a Bachelor of Business Administration degree from University of Florida.

Greg Collins serves as the Managing Director of Equity Investments at Berkshire. In his position, Greg is responsible for leading acquisition efforts in markets located throughout Central United States, namely Arizona, Colorado, South Florida, and Texas.

Prior to joining Berkshire, Greg worked in Acquisitions at Starpoint Properties with a focus on Multifamily, Office and Retail.

Greg received a Master of Real Estate in Finance from Texas A&M University and a Bachelor of Science in Business Administration with a major in Finance degree from St. Edward’s University.

Jennifer Cooper serves as the Senior Vice President of Capital Markets at Berkshire. In her position, Jennifer is responsible for capital formation, business development and client relations activities, including the preparation of fund offering materials, all client and consultant due diligence and the onboarding of investors.

Prior to joining Berkshire, Jennifer worked at Guggenheim Real Estate, where she was a member of the marketing and client service team. During her tenure at Guggenheim Real Estate, Jennifer was responsible for working with the firm’s diversified open-ended fund and assisted in launching an international fund-of-funds.

Jennifer received a Bachelor of Science degree from Wake Forest University.

Jack Dent serves as the Managing Director of Portfolio Management at Berkshire. In his position, Jack is responsible for portfolio management of one large and four smaller separate account portfolios consisting of 35 properties, 12,000 units and 68,000 square feet of retail. He has been involved in over $2.7 billion in acquisitions, dispositions and developments since joining Berkshire in 2007.

Prior to joining Berkshire, Jack served as the CEO of Sagebrush Capital Holdings, President of Village Green Management Company, in which he oversaw 30,000 multifamily units, and Senior Vice President of Asset and Property Management at JPI Partners.

Jack received a Bachelor of Science degree from Washington and Lee University.

David Doherty serves as Head of Debt Capital Markets at Berkshire. In his position, David is responsible for sourcing and structuring debt financing for the Firm’s investments and managing lender relationships. He also serves as a member of Berkshire’s Investment Committee.

David joined Berkshire in 1995 and has held several positions, including Chief Financial Officer of Investment Management, where he managed portfolio accounting, investor reporting, investment valuation and portfolio modeling. Prior to joining Berkshire, David served as a Senior Associate at Coopers & Lybrand, LLP (now known as PwC, LLP), where he specialized in the real estate, investment, and financial services industries.

David received a Bachelor of Business Administration degree from the University of Notre Dame.

Eric Draeger serves as the Chief Investment Officer at Berkshire. In his position, Eric is responsible for multifamily acquisitions and disposition. He has been with Berkshire since 2010. He also serves as a member of Berkshire’s Investment Committee.

Prior to joining Berkshire, Eric served as Director of Deutsche Bank Berkshire Mortgage, formally known as Berkshire Mortgage Finance L.P., culminating with Chief Credit Officer for the latter.

Eric received a Bachelor of Arts in Political Science degree from Northwestern University.

Jon Frey serves as the Chief Operating Officer at Berkshire. In his position, Jon is responsible for overseeing Portfolio and Asset Management, Property Management and Redevelopment, Research, and Information Technology. He also serves as a member of Berkshire’s Investment Committee.

Prior to joining Berkshire, Jon served as the Managing Director at the Davis Companies. During his tenure at the Davies Companies, Jon was responsible for managing investor relationships, oversaw several the firm’s investments, was a member of the Investment Committee and Executive Committee, and helped establish the firm as an institutional fund manager with over $1 billion of capital under management. He started his career in real estate at AEW after spending 10 years as an executive in the technology industry with Sapient Corporation. Jon maintains a strong interest in how technology and sustainability can enhance the built environment.

Jon received a Bachelor of Science in Engineering from Cornell University. Jon is also a member of the Pension Real Estate Association, the National Multifamily Housing Council, the Urban Land Institute and is a Leadership in Energy and Environmental Design Accredited Professional.

Jed Gates is based out of Berkshire’s San Francisco office and is responsible for capital raising and investor relations for the Western United States, Canada, Asia and Australia. He is also a partner in the company’s ownership.

Prior to joining Berkshire in 2015, he was a Director at Deutsche Asset & Wealth Management in the company’s investor relations group where he served as a real estate product specialist and was actively involved in raising institutional capital for a range of real estate investment strategies. He previously worked as a Market Principal for the Western United States at Greystar Real Estate Partners and spent eight years at Buchanan Street Partners where he was a Structured Finance Capital Advisory Team Leader.

Jed received a Bachelor of Arts degree from the University of Georgia and chaired the UGA Bay Area Alumni Association from 2002-2010. He is an active member of the Urban Land Institute where he currently serves as a ULI Governing Trustee and as Co-Chair for ULI America’s NEXT Leadership Initiative. Jed resides in Mill Valley, California where he enjoys exploring the great outdoors with his wife and 2 children.

Josh Glastein serves as the Chief Technology Officer at Berkshire. In his position, Josh is responsible for establishing long-term goals, evaluating new technologies, and improving performance related to the firm’s Information Technology.

Prior to joining Berkshire, Josh served as IT Manager at the Baupost Group. During his tenure at the Baupost Group, Josh oversaw technology projects and support for the front and middle office. He has managed technology teams responsible for supporting systems used throughout the entire investment process.

Josh received a Master in Business Administration and a Master of Science in Information Systems from Boston University and a Bachelor of Science in Industrial Engineering degree from The Pennsylvania State University.

Steve Gullo serves as a Managing Director of Portfolio Management at Berkshire. In his position, Steve is responsible for leading the Value Fund Series team. He also assists with the development of investment strategy, execution, and management of investment performance of the firm’s equity strategies across the U.S. residential housing spectrum.

Prior to returning to Berkshire, where he spent the beginning of his career, Steve served as the Head of Residential at CBRE Investment Management for 15 years. During his tenure at CBRE Investment Management, Steve completed more than $12 billion of residential investments, leading the transactions and asset management responsibilities across the company’s residential investment programs. He also actively supported the firm’s capital raise and investor relations efforts.

Steve received a Bachelor of Science in Finance and Marketing from Boston University. Steve is a member of NMHC and ULI.

Alan King serves as Head of Property Management at Berkshire. In his position, Alan is responsible for overseeing all property operations professionals located throughout the United States. He also serves as a member of Berkshire’s Investment Committee.

Prior to joining Berkshire, Alan was Regional Director of Operations at Archon Residential, a wholly owned subsidiary of Goldman Sachs.

Alan received a Bachelor of Science in Business Administration with a major in Finance from the University of Florida. He is also a member of the Executive Committee of the National Multifamily Housing Council and the National Apartment Association.

Louis Kovalsky serves as the Senior Vice President of Property Management for the Eastern Division. In his position, Louis is responsible for overall property operations, revenue/expense management, asset preservation, marketing, training, recruiting, supervision of regional management, regional support and site level teams.

Prior to joining Berkshire, Louis served as an Area Vice President at UDR. During his tenure, he was responsible for overseeing operations across a diverse portfolio of properties from Boston to Atlanta with many metropolitan areas in between, including NYC, Metro DC, and Philadelphia. Louis brings over three decades of strategic leadership and expertise in the multi-family real estate industry to his role.

Louis received a Master of Business Administration from The Pennsylvania State University and a Bachelor of Science degree in Economics from the University of Michigan.

John Lamb serves as the Head of Portfolio Management at Berkshire. In his position, John is responsible for the execution, management, and investment performance of the Firm’s equity strategies, which focus on making investments across the U.S. residential housing spectrum at Berkshire. He is also a member of Berkshire’s Investment Committee.

Prior to joining Berkshire, John was with BlackRock for more than 19 years. Most recently he served as a Managing Director within the private equity real estate business as the Head of Transactions and the Head of U.S. Real Estate Investment Management. Prior to BlackRock, John was with AEW LP, for almost 10 years, where a majority of his tenure was spent as an acquisition officer. During his tenure at BlackRock and AEW, John was involved in more than $30 billion in transactions.

John received a Bachelor of Science in Business Administration and Management from Saint Anslem College.

Jeff Morandi serves as the Chief Compliance Officer at Berkshire. In his position, he is responsible for overseeing the firm’s compliance program and ensuring the firm is meeting its regulatory obligations as a U.S. registered investment advisor. In addition, he is responsible for managing all non-U.S. regulatory filings and registration requirements relating to the firm’s advisory business with foreign investors.

Prior to joining Berkshire, Jeff served as Compliance Associate at Arrowstreet Capital, Limited Partnership where he worked in the Regulatory Compliance Department administering the code of ethics, reviewing marketing materials, managing regulatory filings, and assisting with the annual assessment of the firm’s compliance program.

Jeff received a Master of Business Administration from Boston College and a Bachelor of Science in Finance & Investments from Babson College.

Gleb Nechayev serves as the Head of Research and Chief Economist at Berkshire. In his position, Gleb leads economic and market research that guides the Firm’s investment strategies and portfolio construction. Gleb is a recognized economist specializing in residential real estate markets, including industry experience counseling institutional and private clients. He also serves as a member of Berkshire’s Investment Committee.

Prior to joining Berkshire, Gleb was Senior Managing Economist for CBRE Econometric Advisors formerly known as Torto Wheaton Research where he provided an economic and real estate outlook for the multifamily, retail and hotel property sectors.

Gleb received a Master in City Planning from the Massachusetts Institute of Technology and is a graduate of the National Economic University of Kyiv, Ukraine. He is a member of the Counselors of Real Estate, the Urban Land Institute, the National Multifamily Housing Council, and the National Association of Business Economists.

Joe Orlandello serves as the Head of Corporate Tax at Berkshire. In his position, Joe oversees all aspects of the tax compliance function for Berkshire’s equity and debt funds. He also guides fund structuring and technical support to the firm’s investments and operational teams on tax-related matters.

Joe joined Berkshire in 2005 and has extensive institutional tax knowledge from his experience with the company. Prior to joining Berkshire, Joe was a tax analyst at Estabrook and Co. where he specialized in tax planning and compliance.

Joe received a Bachelor of Arts degree from Maryland Bible College and Seminary and is an Enrolled Agent licensed to practice and represent taxpayers before the IRS. He is an active member of the REIT tax director’s community and NAEA.

Jon Pfeil serves as the Head of Debt Portfolio Management and Investments at Berkshire. In his position, Jon is responsible for managing debt strategies, exclusively focused on multifamily debt investments across the capital stack, with a particular focus on Berkshire’s credit funds and MF1’s private lending platform. He also serves as a member of Berkshire’s Investment Committee.

Prior to joining Berkshire, Jon served as Principal at Ranieri Real Estate Partners. During his tenure at Ranieri Real Estate Partners, Jon led the acquisitions operations and disposition of Berkeley Point Capital, a multifamily mortgage finance platform. Jon has over 20 years of experience in the real estate industry, including previous employment at Deutsche Bank and Berkshire Mortgage Finance.

Jon received a Bachelor of Arts degree from the College of Holy Cross.

Christine Powers serves as the Head of Debt Accounting and Reporting at Berkshire. In her position, Christine is responsible for overseeing all aspects of investor reporting, performance, portfolio accounting and fund and investor administration for Berkshire’s credit and private lending funds and separate accounts. Since joining Berkshire in 2014, she has held a variety of roles in the Portfolio Reporting and Accounting group, with oversight over various strategies, including Berkshire’s Value Funds, Senior Housing Fund, Venture Funds, Debt and Bridge Funds.

Prior to joining Berkshire, Christine served as Assistant Vice President at AEW Capital Management. During her tenure at AEW, Christine oversaw several real estate separate accounts with varying strategy and property type, including senior housing, multifamily, office, retail, and industrial.

Christine received a Bachelor of Arts degree in Accounting from Stonehill College.

Ravi Ragnauth serves as the Chief Financial Officer at Berkshire. In his position, Ravi is responsible for overseeing Debt Capital Markets, Finance & Accounting, and the Firm’s Strategy. He also serves as a member of Berkshire’s Investment Committee.

Prior to joining Berkshire, Ravi served as the Chief Financial Officer at the Davis Companies. During his tenure at the Davis Companies, Ravi was responsible for overseeing the firm’s financial operations, including capital markets, debt placement, accounting, tax, treasury, and implementation of all financial and risk management strategies. He also led the firm’s information technology and human resources benefits. Ravi has over 25 years of experience in the real estate industry, including previous employment at the Moinian Group, Fannie Mae and Ernst and Young LLP.

Ravi received a Master of Business Administration from the University of Maryland UC and is a Chartered Accountant. Ravi is also the President of the Real Estate Finance Association (REFA) Boston.

John Roach serves as the Deputy Portfolio Manager of Debt Portfolio Management and Investments at Berkshire. In his position, John is responsible for assisting in the strategy, operations, and deployment of multifamily debt investments, with a primary focus on the MF1 direct lending platform.

Prior to joining Berkshire, John served as Senior Vice President and Market Manager at U.S. Bank. During his tenure at U.S. Bank, John managed loan originations for the Bank’s Boston and Washington, D.C. offices. John’s 20+ years in real estate has also included time at PNC Bank and PricewaterhouseCoopers.

John received a Bachelor of Arts degree in Finance and Accounting from Mercyhurst University. He currently serves as a Director and Treasurer of the Real Estate Finance Association (REFA) in Boston, MA.

Thomas Rucker serves as the Chief Operating Officer of Property Management at Berkshire. In his position, Thomas is responsible for the overall back-of-the-house operations for property management, including marketing, construction services, revenue management, training and education, utility, energy management, national purchasing, procurement, contract management, real estate tax management and financial and operational reporting for the portfolio. He also leads the firm’s ESG and sustainability initiatives via BerkshireTHRIVE.

Prior to joining Berkshire, Thomas served as Vice President and Managing Director of Real Estate for Sawyer Realty Holdings, LLC. During his tenure at Sawyer Realty Holdings, LLC, Thomas managed more than 30,000 units.

Thomas received a Certified Apartment Manager (CAM®) designation from the National Apartment Association and is a Certified Property Manager (CPM®) with the Institute of Real Estate Management and is a licensed Property Manager from the District of Columbia Real Estate Commission. He is also the Past President and active Board member for the Property Management Association of Washington D.C. He is an active member of the National Apartment Association, Urban Land Institute, USGBC, the Apartment and Office Building Association in Washington, D.C., and the local IREM chapter.

Eric Schrumpf serves as the Head of Equity Investments at Berkshire. In his position, Eric oversees teams based in Boston, Dallas and San Francisco and is responsible for the acquisitions of multifamily properties. He joined the firm in 2012 to open the company’s San Francisco office. He also serves as a member of Berkshire’s Investment Committee.

Prior to joining Berkshire, Eric served as Vice President at Pacific Urban and was responsible for the Northern California transaction activity of existing multifamily assets. His career began with J.P. Morgan in New York. During his tenure in the multifamily industry, Eric has closed in excess of $7.0 billion in multifamily assets.

Eric received a Master of Business Administration from the Haas School of Business at U.C. Berkeley and a Bachelor of Arts degree from Duke University.

Stephen Shows serves as the Senior Vice President of Property Management for the Western Division at Berkshire. In his position, Stephen is responsible for overall property operations, revenue/expense management, asset preservation, marketing, training, recruiting, supervision of regional management, regional support and site level teams.

Stephen received a Bachelor of Science in Business Administration with a major in Finance degree from Louisiana State University. He also received a Certified Property Manager designation from the Institute of Real Estate Management.

Tim Sugrue serves as the Head of Equity Asset Management at Berkshire. In his position, he is responsible for overseeing the execution of strategic business plans and strategies, assessing operating results and investment performance and asset valuations.

Tim joined Berkshire in 1999, holding several positions in the accounting department, having most recently served as the Head of Portfolio Analytics and Valuation.

Tim received a Bachelor of Arts in Accounting degree from Saint Anslem College.

Brendon Sullivan serves as the Senior Vice President of Portfolio Management at Berkshire. In his position, Brendon is responsible for managing the portfolio of one of Berkshire’s separate accounts.

Prior to joining Berkshire, Brendon served as an Analyst at Boston Capital. During his tenure at Boston Capital, Brendon worked in the multifamily tax credit syndication department.

Brendon received a Bachelor of Arts in History degree from Trinity College.

Dave Sutherland serves as the Chief Human Resources Officer at Berkshire. In his position, Dave oversees all aspects of the firm’s talent strategy, management, policies, practices, and operations. As a senior leader of the firm, Dave serves as a member of the Berkshire Leadership Team, BerkshireUNITES, BerkshireTHRIVES, and Enterprise Risk Management (ERM) Committees.

Prior to joining Berkshire, Dave served as a senior HR leader and business advisor, at Expedia, Lumen Technologies, and Snyk. During his tenure at these tech companies, Dave drove rapid, scalable growth & delivered lasting value through innovative people and organizational solutions. Dave has over 20 years of experience in the human resources industry and before he transitioned into human resources, he started his career with Prudential and was a Special Agent in the FBI for 5 years.

Dave received a Bachelor of Science in Finance from Boston College.

Matthew Whitlock serves as the Head of Senior Housing Investments at Berkshire. In this position, he is responsible for sourcing senior housing acquisitions and joint venture partnership opportunities. He also actively manages the Firm’s Senior Housing Fund and assists in the creation of new debt and equity products in the senior housing space. He serves as a member of Berkshire’s Investment Committee.

Prior to joining Berkshire, Matthew served as Vice Chairman at CBRE. During his tenure at CBRE, Matthew was co-leader of the Senior Housing Platform.

Matthew received a Bachelor of Arts in Economics from Emory University.