EXECUTIVE MANAGEMENT

TIMOTHY BALLARD

PRESIDENT & CEO

Timothy J. Ballard is Co-Founder, President & CEO of Buchanan Street Partners. In his tenure at Buchanan, Mr. Ballard has led the entrepreneurial development of Buchanan’s investment platform, which has completed over $8 billion of real estate debt and equity investments. Over the past 20+ years, Ballard has built high performing teams that currently operate an investment portfolio consisting of approximately $1.5 billion of real estate assets in the Western United States.

Robert Brunswick is Co-Founder and Chairman of Buchanan Street Partners, a real estate investment management firm headquartered in Newport Beach, California. In his capacity, Robert has directed the entrepreneurial growth of Buchanan Street since its inception and continues to lead its current strategic direction. Buchanan Street Partners focuses on value investing in both commercial, multifamily, and self-storage properties and in making debt investments.

INVESTMENTS

KEVIN HAMPTON

EXECUTIVE VICE PRESIDENT

Kevin M. Hampton is responsible for sourcing, acquiring, developing, and operating multifamily communities. Mr. Hampton has over 35 years of multifamily development and acquisition experience.

MARK ODDO

SENIOR VICE PRESIDENT

Mark Oddo is responsible for the underwriting, due diligence, and ongoing asset management of fund investments. Mark has over 28 years of real estate experience.

SCOTT MAGOFFIN

SENIOR VICE PRESIDENT

Scott Magoffin is responsible for leading Buchanan Street’s commercial real estate lending platform, including the origination, credit, asset management and portfolio management functions.

MATTHEW HAUGEN

SENIOR VICE PRESIDENT

Matt Haugen is responsible for sourcing equity investment opportunities in Orange County, San Diego, Houston and Dallas. Matt has 13 years of institutional real estate investment experience.

KIMBERLY KANEN

VICE PRESIDENT

Kimberly Kanen is responsible for the underwriting, financing, and closing of new investments; managing the formulation and implementation of strategies for each property, and ultimately overseeing

FEEROOZ YACOOBI

VICE PRESIDENT

Feerooz Yacoobi is responsible for leading all equity investments in self-storage acquisition and development opportunities.

Jon Suddarth

VICE PRESIDENT

Jon Suddarth is responsible for sourcing self-storage development and acquisition opportunities within the Colorado, Pacific Northwest, and Northern California markets. Jon brings over 10 years of experience in the self-storage industry,

CHRIS CERVISI

VICE PRESIDENT

Chris Cervisi is responsible for sourcing, structuring and underwriting real estate debt investments on behalf of Buchanan Mortgage Holdings (BMH). Chris has over ten years of equity and debt experience

ANDREW FELIKIAN

ASSISTANT VICE PRESIDENT

Andrew Felikian is responsible for investment analysis on multifamily acquisitions. Prior to joining Buchanan Street Partners, Andrew was an associate at Brookline Investment Group, where he was responsible for acquisitions and asset management of multifamily properties across the US.

Conor O’Brien

SENIOR ANALYST

Conor O’Brien is responsible for investment analysis of self-storage acquisitions, development, and asset management. Previously, he was an Associate at Cypress Equity Investments, focusing on multifamily development, and at Bellwether Asset Management, where he provided asset management and consulting services.

MAX MACEY

SENIOR INVESTMENT ANALYST

Max Macey is responsible for investment analysis of commercial acquisitions and related asset management. Previously, he was an Analyst at Terreno Realty Corporation, focusing on acquisitions and asset management of industrial properties, and an Associate at Goldman Sachs and Bank of America in their respective Global Equities’ divisions. Max holds a bachelor’s degree in economics and accounting from Claremont McKenna College.

Paul is responsible for supporting all aspects of the origination and asset management of debt investments on behalf of Buchanan Mortgage Holdings, LLC.

Alexander Frosh

SENIOR ANALYST

Alexander is responsible for underwriting real estate debt investments on behalf of Buchanan Mortgage Holdings. Prior to joining Buchanan Street, he worked at Farmers and Merchants Bank in the Specialty Lending Group.

INVESTOR RELATIONS

CHRISTIAN MACDONALD

PARTNER & CCO

Chris is a Co-Founder and Partner of Buchanan Street Partners. Chris oversees capital raising for the firm’s commingled funds and investor relations for Buchanan’s broad base of high-net-worth investors, family offices and financial advisor clients.

TREVOR SCHUESLER

EXECUTIVE VICE PRESIDENT

Trevor Schuesler is responsible for leading Buchanan Street’s Investor Relations team as it relates to outreach, marketing, fundraising, reporting, and overall client management process. Mr. Schuesler has 16 years of experience in the investment industry, working as both a capital allocator and capital raiser for asset managers, family offices, and investment consultants.

THOMAS DOWNES

SENIOR VICE PRESIDENT

Thomas Downes is responsible for expanding Buchanan Street Partners’ investor base among RIA, family office and financial advisor clients as well as raising capital for the firm’s commingled funds.

STACIA HATFIELD

SENIOR VICE PRESIDENT

Buchanan Street Partners, a nationally recognized real estate investment management firm based in Newport Beach that focuses on making debt and equity investments in commercial and multifamily real estate, has announced the hiring of Stacia Hatfield.

JACQUELINE CAMPBELL

ASSISTANT VICE PRESIDENT, INVESTOR RELATIONS AND COMPLIANCE

Jackie Campbell is primarily responsible for assisting the Chief Compliance Officer with SEC regulatory compliance obligations. Jackie is also responsible for assisting with Investor Relations, working with high-net-worth investors and Buchanan’s Registered Investment Adviser (“RIA”) relationships.

ANNIE CLARE

SENIOR INVESTOR RELATIONS ANALYST

Annie Clare is primarily responsible for supporting the operations of the investor relations team and working closely with Buchanan’s broad base of investors including high-net-worth individuals, family offices and advisors/RIAs.

OPERATIONS

SHANA BAKER

VICE PRESIDENT, CONTROLLER

Shana Baker manages & oversees Corporate Accounting and Financial Reporting. In addition, she administers all functions relating to Risk Management and Human Resources. Shana Baker has over 21 years of

BRYCE LIN

VICE PRESIDENT, ACCOUNTING AND REPORTING

Bryce is responsible for overseeing accounting, finance and investor reporting for all of the firm’s investment platforms. Bryce brings 20 years of financial and accounting experience, including 18 years in the commercial real estate industry.

RICHARD RISHKO

SENIOR FUND CONTROLLER

Richard Rishko is responsible for the fund accounting and financial reporting of various investment vehicles, as well as additional ad hoc reporting responsibilities. Richard has over 15 years of experience in accounting, with seven plus years at Buchanan Street Partners.

SOYEON KIM

SENIOR FUND ACCOUNTANT

Soyeon is responsible for accounting and financial reporting for Buchanan’s funds. Before joining Buchanan, Soyeon was a Senior Accountant at Alter Domus, a financial service company where she was responsible for the largest client that specializes in Real Estate.

Merle Perez

SENIOR FUND ACCOUNTANT

Merle is responsible for accounting and financial reporting for Buchanan’s funds and private placements. She previously worked at KBS Realty Advisors as an Accounting Manager responsible for overseeing the disposition…

LEESA LOEFKE

OFFICE MANAGER

Leesa Loefke manages the operations for Buchanan’s headquarters in Newport Beach, California. As such, Mrs. Loefke is the first point of contact for all clients, visitors, and vendors. She provides essential support to

C. AMY ROMERO

EXECUTIVE ASSISTANT

As Executive Assistant, Amy Romero is responsible for providing administrative assistance to the Chairman, Robert Brunswick, as well as handling the broader marketing needs.