OUR TEAM
MANAGING PRINCIPALS

Robert A. Bourne
Chief Executive Officer

Stephen K. Case
Chief Investment Officer

Samuel G. Spears
Chief Financial Officer
INVESTMENTS & FINANCE

Stephen K. Case
Chief Investment Officer

Samuel G. Spears
Chief Financial Officer

Joanne Ball
VP Transactions and Compliance

Connie Lowry, CPA
Special Projects

Jake Smith
Senior Financial Analyst

Chris West
Financial Analyst
ACCOUNTING

Justin Domeck, CPA
Chief Accounting Officer

Kristen Kielkucki, CPA
Accounting Manager

Nicholas Kikuchi, MBA
Accounting Manager

Jane Kosloski, CPA
Senior Accountant II

Gianfranco Bertola
Senior Accountant

Mark Chinoda
Staff Accountant

Virginia Torres
AP Specialist and Payroll Coordinator
CAPITAL MARKETS TEAM AND INVESTOR RELATIONS
Contact your representative to learn about our current offerings.

Jade Miller
President, Capital Markets

Katie Pollard, MBA
VP of Marketing and Communications

Dave Gunnels
VP of Sales, West

Conner Bourne, MBA
VP of Sales, East

Linda Bohnert, CFP®
Business Development Specialist, West

Paula Fitts
Business Development Specialist, East

Monica Ciochir
Executive Assistant