Who We Are

Terrell Gates
Founder and CEO
Robert Schweizer
Chief Investment Officer
William A. Strong
Chief Operating Officer and Chief Financial Officer
Terry Thompson, Ph.D.
Executive Committee Member

Terrell Gates, Founder and CEO, is ultimately responsible for all strategic decisions. Mr. Gates is a third generation commercial real estate investor and developer, who began his career in the student housing industry in 1992. Since then, Mr. Gates has heldnumerous principal level positions in real estate, law and finance, including private equity, portfolio management, investment banking and lending. Prior to founding Virtus, Mr. Gates was Director of the GGS Private Banking group at Merrill Lynch. Since establishing Virtus in 2003, Mr. Gates has been ultimately responsible for the execution of the Virtus investment strategy, which has totaled over $3.2 billion in property acquisitions. An active philanthropist, Mr. Gates invests his time, treasure and talents in organizations, such as the Boys and Girls Club of the Austin Area, Mobile Loaves & Fishes, UMCOR and Central Texas Food Bank, to name a few.  After receiving his B.A. in Economics and Spanish from The University of Texas at Austin, Mr. Gates earned a law degree from Southern Methodist University Law School and is a licensed attorney.

Robert Schweizer, Chief Investment Officer, is responsible for leading the Virtus Acquisitions and Asset Management teams in overseeing underwriting, due diligence, closing and ultimately property level operations to assure fund objectives are met.  Prior to joining Virtus, Mr. Schweizer served as Chief Executive Officer of MPC Properties, a joint venture between Bank of America/ Merrill Lynch and MPC Holdings, which became one of the largest real estate development companies in Southeastern Europe.  From 1999 to September 2010, he worked at Merrill Lynch, where he became Director of the Global Principal Investments Group in London,  England in 2002 and was head of all Merrill Lynch real estate investments in Central Europe, Spain and Scandinavia.  He began his finance career in New York as an analyst at JP Morgan Chase Securities and then CIBC World Markets.  Mr. Schweizer received a B.B.A. in Finance from Boston College, where he played on the university soccer team.

William A. Strong, Chief Operating Officer and Chief Financial Officer, is responsible for oversight of investor relations, the Virtus finance and accounting team, debt sourcing, and Firm management and operations.  Mr. Strong began his career in 1992 at Goldman Sachs & Co. in New York as an equity securities analyst in the Asset Management Division.  After continuing his career at Security Capital Group Incorporated, a Global Strategic Real Estate Group with $5.1 billion deployed in sixteen (16) portfolio investments, such as Archstone Smith, Prologis and Storage USA, he transitioned to Forum Partners Investment Management, LLC (“Forum”).  At Forum, a global real estate private equity fund sponsor, Mr. Strong was Chief Operating Officer and Chief Financial Officer where he and management grew the eight member team to over 50 members worldwide.  Forum had $2 billion in assets under management invested in real estate companies throughout Europe and Asia.  Mr. Strong received both his B.A. and his M.B.A. degree in Finance from Columbia University, where he was an intercollegiate athlete in swimming.

Terry Thompson, Ph.D., Executive Committee Member, has had a thirty-eight (38) year career in commercial real estate and finance has focused on lending, asset acquisitions, development, asset management, and leasing.  He is responsible for overseeing the day-to-day execution of the Virtus investment strategy.  Prior to joining Virtus, Dr. Thompson was Chief Operating Officer and Director of Asset Management and Acquisitions at the Kucera Companies.  He was also Director of Asset Management at Bank One NH, overseeing internal asset management operations as well as third-party property management.  Dr. Thompson received a B.A. from the University of Wisconsin at Whitewater, specializing in finance, and a Ph.D. from the University of Texas at Austin.  He was an officer in the United States Air Force specializing in finance.

Nick Worontzoff
Managing Director - Capital Development
Bernie Wasserman
Managing Director - Capital Development
Elizabeth Ward
Director - Capital Development

Nick Worontzoff has more than 25 years of financial service experience. He was most recently the head of business development and a minority owner at Evermore Global Advisors, an asset management firm providing investment advisory services for mutual funds and institutional accounts in separate Global and European strategies. In this role he was tasked with developing and implementing a sales, marketing and investor relations strategy for what was a start-up mutual fund company. He was a critical part of the team that raised over $400 million in assets during his tenure. Prior to Evermore Nick was the director of sales at Clearbrook Financial, a leading provider of fee-based managed account services to the institutional investment community. His responsibilities included managing the sales and marketing efforts of a full-service broker/dealer and investment advisor providing front, middle, and back-office services, product distribution and wealth management services to fee-based advisors, family offices, trust companies, institutional consultants and banks. From 1995 to 2007, Mr. Worontzoff served in a number sales and senior sales positions at Fidelity Investments, directing sales and marketing for Fidelity’s Registered Investment Advisor Group in the Mid-Atlantic and East Coast region.

Bernard “Bernie” Wasserman is responsible for west coast and offshore capital development.  Bernie has over 25 years of experience in financial services.  Prior to joining Virtus in 2015, Bernie led product development and marketing efforts to promote complex investment products and strategies at: Citigroup Global Markets Inc. (Director – Investment Product Origination); HSBC Securities (USA) Inc. (SVP – Structured Fund Products); Lehman Brothers Inc. (VP- Structured Credit Trading), and; BNP Capital Markets (VP – Latin American Investment Banking). Bernie holds a Bachelor of Science from New York University in International Marketing and Finance.

Elizabeth Ward is responsible for managing and expanding new and existing relationships within the Registered Investment Advisor, Family Office, and Broker Dealer channels in the Central US territory. Elizabeth has over 13 years of experience in financial services.  Prior to joining Virtus in 2015, Elizabeth was a Client Development Specialist with Fidelity Institutional Wealth Services. Previous experience also includes time spent at Charles Schwab Advisor Services, and Ameriprise Financial. Elizabeth holds a bachelor’s degree in Economics from Florida State University.

Brooke Akins
Director - Investor Relations
Megan Espinor
Fund Assistant

Brooke Akins, Director – Investor Relations, is responsible for the firm’s communication, reporting, public relations, brand management, as well as running the client relations department.  She also plays a crucial role in supporting fundraising and marketingefforts across both the HNW and Institutional channels.  Mrs. Akins is well versed in delivering reporting that incorporates ILPA standards as well as integration across various custodial, wire house and banking platforms.Prior to joining Virtus, Mrs. Akins spent eight years at PTV Healthcare Capital, a venture capital firm focused on expansion-stage medical device companies, in various fund administration and marketing support roles. Mrs. Akins holds a B.A. in Sociology from the University of Illinois at Chicago.

Megan Espinor, Fund Assistant, supports the Investor Relations and Fund Accounting departments as well as offering office management and general administrative support. Prior to joining the Virtus team, Megan was an Administrative Specialist for Ziegfeld Entertainment where she oversaw recruitment, training of new staff, sales promotions, and staff development activities. Ms. Espinor is an ambassador at her local yoga studio, Modo Yoga, and a lead dancer in Austin-based Mexican ballet ensemble, Lo Nuestro Ballet Folclórico de Austin. Megan studied Sociology and Cultural Anthropology at Texas State University.

Kevin White
Managing Director – Acquisitions
Christopher Kott
Vice President – Acquisitions
Matt Powers
Analyst – Acquisitions
Scott Humphreys
Managing Director - Asset Management

Kevin White, Managing Director – Acquisitions, is responsible for sourcing opportunities and operators that meet the Virtus investment criteria and leading the Virtus Alternative Multi-family Team, which includes student housing and workforce housing. Prior to joining Virtus, Mr. White was the Director of Acquisitions for a private equity real estate investment company. He was responsible for leading an acquisitions team that successfully closed $150,000,000 of commercial real estate, with a primary focus on multi-family workforce housing. He has experience with numerous property types in sourcing, underwriting, due diligence, lender management, closing process, asset management and disposition. He holds a B.B.A. in Finance from the Ohio State University and an M.B.A. from the University of Texas at Austin with concentration in Real Estate.

Christopher Kott, Vice President – Acquisitions, is responsible for the firm’s multifamily investing efforts including student housing and workforce housing. He is responsible for executing investment strategy, sourcing joint venture partners and investment opportunities, and managing all aspects of underwriting, market research, due diligence, and closing. Prior to joining Virtus, Christopher was an Analyst at Bank of America Merrill Lynch. Christopher is a founding member of Club Blue of the Austin Area, a non-profit organization that supports the Boys and Girls Club of the Austin Area. Christopher holds a B.A. in Finance from North Carolina State University.

Matt Powers, Analyst – Acquisitions, is responsible for underwriting, financial analysis and comprehensive market research for student housing and multi-family markets nationwide. Prior to joining Virtus, Matt worked as a Credit Analyst for Bank of America Merrill Lynch in Houston, TX where he was involved in the structuring, underwriting, and monitoring of corporate debt products for companies across all industries.  Matt holds a B.B.A. in Finance and Minor in Accounting from The University of Texas at Austin

Scott Humphreys, Managing Director – Asset Management, is responsible for the oversight and performance of Virtus’ alternative multifamily, self-storage, and charter school properties. During his tenure at Virtus, Mr. Humphreys also served as the Firm’s Director of Acquisitions for self-storage, and was involved in the acquisition and asset management of Virtus’ portfolio of storage-specific funds constituting over $100 million in equity investment across 50 properties. Mr. Humphreys has played an integral role in the strategic disposition of over $250 million of Virtus held properties after successfully implementing Virtus’ value-add business plans. Mr. Humphrey’s background includes extensive experience in the underwriting, due diligence, financing, and development of HUD subsidized and tax credit/bond financed multifamily product. He holds a B.B.A. in Management Information Systems from Baylor University and an M.B.A. from the University of Texas at Austin with a concentration in Real Estate Finance. Prior to business school, Mr. Humphreys spent four years with Accenture’s Communications and High Tech consulting division in both the United States and United Kingdom.

Nick Mueller
Vice President – Asset Management
Cody Cox
Analyst – Asset Management
Zach Mallow
Director – Research
Derek McDaniel
Director – Construction Management

Nick Mueller, Vice President – Asset Management, is responsible for the firm’s student housing, workforce housing, and self-storage asset management. He is responsible for business plan execution, property-level reporting, cash-flow management, and dispositions. Prior to joining Virtus, Nick was an investment banking analyst at Bank of America Merrill Lynch. Mr. Mueller is one of the founding board members of Club Blue of the Austin Area, a non-profit organization that supports the Boys and Girls Club of the Austin Area. Nick holds a B.B.A. in Finance from The University of Texas at Austin.

Cody Cox, Analyst – Asset Management, is responsible for both Asset Management and Acquisitions in multi-family, student housing, and self-storage. Cody joined Virtus as an intern in April of 2016, before joining the firm as a full-time Analyst upon graduation. Prior to joining Virtus, Cody served as intern for Stream Realty Partners in Austin where he assisted both the leasing and construction management teams. He also worked part time as a licensed salesperson sponsored by Austin City Realty where he procured multiple residential leasing transactions. Cody graduated with a B.B.A. in Finance, with a concentration in Investment Banking, as well as an Accounting minor from the Red McCombs School of Business at The University of Texas at Austin

Zach Mallow, Director – Research, is responsible for ensuring that investment underwriting includes the best and most accurate demographic and economic data from primary sources and that all business sectors are kept abreast of relevant secondary research sources. In addition, he develops the firm’s proprietary market-ranking models and conducts the firm’s investigations into new property types or sub-strategies for investment. Before joining Virtus, he served in a research capacity for a developer and operator of hotels in New York City and as a project manager for a residential design-build contractor in New Orleans. He holds a M.B.A. from the MIT Sloan School of Management and a B.A. (Major in Architecture) from Columbia University.

Derek McDaniel, Director – Construction Management, is responsible for acquisitions and asset management support with feasibility reviews, due diligence, construction progress monitoring, budget oversight, and schedule analysis of development and value-add projects. Since joining Virtus in 2016, Derek been involved with more than $260 million of construction projects. Prior to joining Virtus, Derek worked for SpawGlass Contractors for ten years where he was a Project Executive. Derek’s roles have included estimating, superintendent, project management, and project executive experience on over $300 million in commercial construction projects. His background includes senior living, student housing, storage, higher education, science and engineering, parking structures, shell office and K-12 projects. Derek has experience in estimating, pre-construction services, budget development and management, scheduling, construction logistics, contract management and client relations. Mr. McDaniel received his B.S. in Construction Science from Texas A&M University and is a LEED Accredited Professional.

John Sweeny
Acquisitions Director
Austin Summy
Austin, Associate – Acquisitions
Matt Withey
Director – Acquisitions
Jake Katzen
Analyst – Acquisitions

John L. Sweeny, Jr., Acquisitions Director – Healthcare, is responsible for the firm’s Healthcare investing efforts, including Senior Living, Medical Office, and other ancillary healthcare service properties. He is responsible for developing investment strategy, sourcing operating partners and investment opportunities, and overseeing all aspects of underwriting, due diligence, investment structuring, closings, and dispositions. Prior to joining Virtus, Mr. Sweeny spent seven years at Arcapita, an international private equity firm focused on originating, structuring, executing, and managing institutional U.S. real estate investments, including 74 senior living assets.  Prior to that, Mr. Sweeny worked in the real estate investment banking group at Wachovia Securities in New York City and in their corporate and investment banking group in Charlotte, NC.Throughout his career, Mr. Sweeny has advised, structured, or arranged financing on over $9.0 billion worth of real estate transactions. John is a member of the Executive Board of American Seniors Housing Association and a former member of the Board of Directors of Senior Citizens Services of Atlanta (a.k.a. Meals on Wheels Atlanta).Mr. Sweeny holds a B.S. in Political Science from the College of Charleston and an M.B.A. from the University of North Carolina (at Chapel Hill) Kenan-Flagler Business School.

Austin, Associate – Acquisitions, is responsible for identifying investment opportunities, performing in-depth underwriting, and conducting market studies. Since joining Virtus in 2015, Austin has played a key role in executing over $250m of acquisitions and developments across the United States. In the two years prior to joining Virtus, Austin was an acquisitions analyst at a Dallas-based multifamily owner-operator where he was instrumental in helping the acquisitions team purchase 6,842 multifamily units with a cumulative deal value of just under $300 million. Mr. Summy is a member of the ASHA Rising Leaders Program. He graduated from the University of Texas in 2013 with a B.B.A. in Finance.

Matt Withey, Director – Acquisitions, is responsible for sourcing investment opportunities and operator relationships and leading the Virtus Alternative Property Type Team (VAPT), which is focused on supporting acquisitions in current property segments, as well as identifying additional sectors and opportunities that meet the Virtus investment strategy.  Prior to joining Virtus, Mr. Withey spent eight years in the acquisitions group at Walton Street Capital, a diversified global private equity real estate firm. During this time, he successfully closed acquisitions representing over $600 million of equity invested and $1.4 billion of total real estate value, as well as played an active role in asset management and dispositions.  Mr. Withey holds a B.A. in both Economics as well as Mathematical Methods in Social Science from Northwestern University.

Jake Katzen, Analyst – Acquisitions, is responsible for assisting in the underwriting and due diligence for prospective properties, conducting market and industry research, and preparing investment committee presentations.  Prior to joining Virtus, Jake worked as an analyst for the BVA Group providing financial and litigation services for diverse entities throughout an array of industries.  Jake graduated from The University of Texas at Austin with a M.P.A. and a B.B.A. in Finance with Honors.

Michael Casey
Managing Director – Asset Management
Hamilton Madden
CFA, Vice President – Asset Management
Sky Sgovio
Analyst – Asset Management

Michael Casey, Managing Director – Asset Management, is responsible for the oversight and performance of Virtus’ healthcare properties. Mr. Casey has worked in commercial real estate for almost 30 years. Prior to joining Virtus, Michael was Director of Portfolio Management at Arcapita, an international private equity firm focused on originating, structuring, executing, and managing institutional U.S. real estate investments, including 80 senior living assets.  During his ten years there, Michael was responsible for overseeing all aspects of asset management including day to day and strategic supervision of operating partners, loan and Joint Venture restructurings, and investment dispositions for the firm’s $5.0 billion U.S real estate portfolio. Prior to Arcapita, Mr. Casey spent more than five years in senior asset management roles at Morgan Stanley Real Estate Funds and Starwood Capital Group. Throughout his career, Mr. Casey has asset personally managed, financed, refinanced, and disposed of over $7.0 billion of real estate across all major product types and various geographies. Michael has a B.S. in Business Administration from The State University of New York at Buffalo with concentrations in accounting and finance.

Hamilton Madden, CFA, Vice President – Asset Management, is responsible for executing strategy and overseeing performance of the senior living and medical office properties in Virtus’ portfolio.  Prior to Virtus, Hamilton researched and traded high-yield and distressed corporate debt and mortgage-backed securities at Tejas Securities in Austin, Texas.  Prior to Tejas, Hamilton worked as a financial analyst at Duff & Phelps where he specialized in business and real estate valuation advisory.  Hamilton graduated B.B.A.from the McCombs School of Business at The University of Texas in 2007 and is a CFA charterholder.

Sky Sgovio, Analyst – Asset Management, is responsible for managing operating partner relationships and providing analytical support for market research, property level performance, business strategy, and dispositions. Prior to joining the firm full time in 2016, Mr. Sgovio completed an internship at Virtus where he provided analytical support to acquisitions and asset management. Mr. Sgovio holds a B.A. in Economics from The University of Texas at Austin.

John Sweeny
Acquisitions Director
Austin Summy
Austin, Associate – Acquisitions
Matt Withey
Director – Acquisitions
Jake Katzen
Analyst – Acquisitions

John L. Sweeny, Jr., Acquisitions Director – Healthcare, is responsible for the firm’s Healthcare investing efforts, including Senior Living, Medical Office, and other ancillary healthcare service properties. He is responsible for developing investment strategy, sourcing operating partners and investment opportunities, and overseeing all aspects of underwriting, due diligence, investment structuring, closings, and dispositions. Prior to joining Virtus, Mr. Sweeny spent seven years at Arcapita, an international private equity firm focused on originating, structuring, executing, and managing institutional U.S. real estate investments, including 74 senior living assets.  Prior to that, Mr. Sweeny worked in the real estate investment banking group at Wachovia Securities in New York City and in their corporate and investment banking group in Charlotte, NC.Throughout his career, Mr. Sweeny has advised, structured, or arranged financing on over $9.0 billion worth of real estate transactions. John is a member of the Executive Board of American Seniors Housing Association and a former member of the Board of Directors of Senior Citizens Services of Atlanta (a.k.a. Meals on Wheels Atlanta).Mr. Sweeny holds a B.S. in Political Science from the College of Charleston and an M.B.A. from the University of North Carolina (at Chapel Hill) Kenan-Flagler Business School.

Austin, Associate – Acquisitions, is responsible for identifying investment opportunities, performing in-depth underwriting, and conducting market studies. Since joining Virtus in 2015, Austin has played a key role in executing over $250m of acquisitions and developments across the United States. In the two years prior to joining Virtus, Austin was an acquisitions analyst at a Dallas-based multifamily owner-operator where he was instrumental in helping the acquisitions team purchase 6,842 multifamily units with a cumulative deal value of just under $300 million. Mr. Summy is a member of the ASHA Rising Leaders Program. He graduated from the University of Texas in 2013 with a B.B.A. in Finance.

Matt Withey, Director – Acquisitions, is responsible for sourcing investment opportunities and operator relationships and leading the Virtus Alternative Property Type Team (VAPT), which is focused on supporting acquisitions in current property segments, as well as identifying additional sectors and opportunities that meet the Virtus investment strategy.  Prior to joining Virtus, Mr. Withey spent eight years in the acquisitions group at Walton Street Capital, a diversified global private equity real estate firm. During this time, he successfully closed acquisitions representing over $600 million of equity invested and $1.4 billion of total real estate value, as well as played an active role in asset management and dispositions.  Mr. Withey holds a B.A. in both Economics as well as Mathematical Methods in Social Science from Northwestern University.

Jake Katzen, Analyst – Acquisitions, is responsible for assisting in the underwriting and due diligence for prospective properties, conducting market and industry research, and preparing investment committee presentations.  Prior to joining Virtus, Jake worked as an analyst for the BVA Group providing financial and litigation services for diverse entities throughout an array of industries.  Jake graduated from The University of Texas at Austin with a M.P.A. and a B.B.A. in Finance with Honors.

Michael Casey
Managing Director – Asset Management
Hamilton Madden
CFA, Vice President – Asset Management
Sky Sgovio
Analyst – Asset Management

Michael Casey, Managing Director – Asset Management, is responsible for the oversight and performance of Virtus’ healthcare properties. Mr. Casey has worked in commercial real estate for almost 30 years. Prior to joining Virtus, Michael was Director of Portfolio Management at Arcapita, an international private equity firm focused on originating, structuring, executing, and managing institutional U.S. real estate investments, including 80 senior living assets.  During his ten years there, Michael was responsible for overseeing all aspects of asset management including day to day and strategic supervision of operating partners, loan and Joint Venture restructurings, and investment dispositions for the firm’s $5.0 billion U.S real estate portfolio. Prior to Arcapita, Mr. Casey spent more than five years in senior asset management roles at Morgan Stanley Real Estate Funds and Starwood Capital Group. Throughout his career, Mr. Casey has asset personally managed, financed, refinanced, and disposed of over $7.0 billion of real estate across all major product types and various geographies. Michael has a B.S. in Business Administration from The State University of New York at Buffalo with concentrations in accounting and finance.

Hamilton Madden, CFA, Vice President – Asset Management, is responsible for executing strategy and overseeing performance of the senior living and medical office properties in Virtus’ portfolio.  Prior to Virtus, Hamilton researched and traded high-yield and distressed corporate debt and mortgage-backed securities at Tejas Securities in Austin, Texas.  Prior to Tejas, Hamilton worked as a financial analyst at Duff & Phelps where he specialized in business and real estate valuation advisory.  Hamilton graduated B.B.A.from the McCombs School of Business at The University of Texas in 2007 and is a CFA charterholder.

Sky Sgovio, Analyst – Asset Management, is responsible for managing operating partner relationships and providing analytical support for market research, property level performance, business strategy, and dispositions. Prior to joining the firm full time in 2016, Mr. Sgovio completed an internship at Virtus where he provided analytical support to acquisitions and asset management. Mr. Sgovio holds a B.A. in Economics from The University of Texas at Austin.

Zach Mallow
Director – Research
Derek McDaniel
Director – Construction Management

Zach Mallow, Director – Research, is responsible for ensuring that investment underwriting includes the best and most accurate demographic and economic data from primary sources and that all business sectors are kept abreast of relevant secondary research sources. In addition, he develops the firm’s proprietary market-ranking models and conducts the firm’s investigations into new property types or sub-strategies for investment. Before joining Virtus, he served in a research capacity for a developer and operator of hotels in New York City and as a project manager for a residential design-build contractor in New Orleans. He holds a M.B.A. from the MIT Sloan School of Management and a B.A. (Major in Architecture) from Columbia University.

Derek McDaniel, Director – Construction Management, is responsible for acquisitions and asset management support with feasibility reviews, due diligence, construction progress monitoring, budget oversight, and schedule analysis of development and value-add projects. Since joining Virtus in 2016, Derek been involved with more than $260 million of construction projects. Prior to joining Virtus, Derek worked for SpawGlass Contractors for ten years where he was a Project Executive. Derek’s roles have included estimating, superintendent, project management, and project executive experience on over $300 million in commercial construction projects. His background includes senior living, student housing, storage, higher education, science and engineering, parking structures, shell office and K-12 projects. Derek has experience in estimating, pre-construction services, budget development and management, scheduling, construction logistics, contract management and client relations. Mr. McDaniel received his B.S. in Construction Science from Texas A&M University and is a LEED Accredited Professional.

Kevin White
Managing Director – Acquisitions
Christopher Kott
Vice President – Acquisitions
Matt Powers
Analyst – Acquisitions
Scott Humphreys
Managing Director - Asset Management

Kevin White, Managing Director – Acquisitions, is responsible for sourcing opportunities and operators that meet the Virtus investment criteria and leading the Virtus Alternative Multi-family Team, which includes student housing and workforce housing. Prior to joining Virtus, Mr. White was the Director of Acquisitions for a private equity real estate investment company. He was responsible for leading an acquisitions team that successfully closed $150,000,000 of commercial real estate, with a primary focus on multi-family workforce housing. He has experience with numerous property types in sourcing, underwriting, due diligence, lender management, closing process, asset management and disposition. He holds a B.B.A. in Finance from the Ohio State University and an M.B.A. from the University of Texas at Austin with concentration in Real Estate.

Christopher Kott, Vice President – Acquisitions, is responsible for the firm’s multifamily investing efforts including student housing and workforce housing. He is responsible for executing investment strategy, sourcing joint venture partners and investment opportunities, and managing all aspects of underwriting, market research, due diligence, and closing. Prior to joining Virtus, Christopher was an Analyst at Bank of America Merrill Lynch. Christopher is a founding member of Club Blue of the Austin Area, a non-profit organization that supports the Boys and Girls Club of the Austin Area. Christopher holds a B.A. in Finance from North Carolina State University.

Matt Powers, Analyst – Acquisitions, is responsible for underwriting, financial analysis and comprehensive market research for student housing and multi-family markets nationwide. Prior to joining Virtus, Matt worked as a Credit Analyst for Bank of America Merrill Lynch in Houston, TX where he was involved in the structuring, underwriting, and monitoring of corporate debt products for companies across all industries.  Matt holds a B.B.A. in Finance and Minor in Accounting from The University of Texas at Austin

Scott Humphreys, Managing Director – Asset Management, is responsible for the oversight and performance of Virtus’ alternative multifamily, self-storage, and charter school properties. During his tenure at Virtus, Mr. Humphreys also served as the Firm’s Director of Acquisitions for self-storage, and was involved in the acquisition and asset management of Virtus’ portfolio of storage-specific funds constituting over $100 million in equity investment across 50 properties. Mr. Humphreys has played an integral role in the strategic disposition of over $250 million of Virtus held properties after successfully implementing Virtus’ value-add business plans. Mr. Humphrey’s background includes extensive experience in the underwriting, due diligence, financing, and development of HUD subsidized and tax credit/bond financed multifamily product. He holds a B.B.A. in Management Information Systems from Baylor University and an M.B.A. from the University of Texas at Austin with a concentration in Real Estate Finance. Prior to business school, Mr. Humphreys spent four years with Accenture’s Communications and High Tech consulting division in both the United States and United Kingdom.

Nick Mueller
Vice President – Asset Management
Cody Cox
Analyst – Asset Management

Nick Mueller, Vice President – Asset Management, is responsible for the firm’s student housing, workforce housing, and self-storage asset management. He is responsible for business plan execution, property-level reporting, cash-flow management, and dispositions. Prior to joining Virtus, Nick was an investment banking analyst at Bank of America Merrill Lynch. Mr. Mueller is one of the founding board members of Club Blue of the Austin Area, a non-profit organization that supports the Boys and Girls Club of the Austin Area. Nick holds a B.B.A. in Finance from The University of Texas at Austin.

Cody Cox, Analyst – Asset Management, is responsible for both Asset Management and Acquisitions in multi-family, student housing, and self-storage. Cody joined Virtus as an intern in April of 2016, before joining the firm as a full-time Analyst upon graduation. Prior to joining Virtus, Cody served as intern for Stream Realty Partners in Austin where he assisted both the leasing and construction management teams. He also worked part time as a licensed salesperson sponsored by Austin City Realty where he procured multiple residential leasing transactions. Cody graduated with a B.B.A. in Finance, with a concentration in Investment Banking, as well as an Accounting minor from the Red McCombs School of Business at The University of Texas at Austin

Craig Davis
General Counsel
Jennifer Williams
Closing Coordinator
Andrew Birge
CPA, Fund Controller
Amy Terrazas
CPA, Fund Controller

Craig Davis, General Counsel, is responsible for all compliance efforts as well as oversight of the acquisition and disposition of Virtus assets, corporate structuring, lending transactions, lease negotiations and day to day legal operations.  Mr. Davis practiced law at the firms of both Winstead PC and Jackson Walker L.L.P. for 10 years before joining Virtus in 2012 as General Counsel.  Mr. Davis is an experienced lawyer who has helped both sellers and purchasers of all types of real estate, including student housing, multifamily apartment buildings, retail centers, senior living facilities and office complexes.  He has represented both borrowers and lenders in residential and commercial lending transactions including construction loans, development loans and purchase and sale transactions.  Mr. Davis received his B.A. at the University of Texas at San Antonio where he graduated Magna Cum Laude and his J.D. at the University of Texas at Austin where he graduated with Honors.  Mr. Davis was admitted to the Texas Bar in 2002.

Jennifer Williams, Closing Coordinator, works with all business units to ensure closing requirements are met both pre and post-closing.  She works closely with General Counsel, and provides document review, drafting of legal documents, title research, title and survey review. Prior to joining Virtus she was a paralegal with the law firm of Jackson Walker, LLP in Austin, Texas. Jennifer has 34 plus years of real estate and title experience and obtained her paralegal certificate from the University of Texas – Austin Division.

Andrew Birge, CPA, Fund Controller, focuses on finance, accounting, operational, and investor reporting functions.  Mr. Birge brings over 13 years accounting experience all focused in the real estate industry. Prior to joining Virtus, Andrew was a Controller for Buffington Capital Holdings, a private equity real estate investment firm focused in residential real estate and homebuilding in Austin, Texas.  During his tenure at Buffington, he was responsible for the accounting and reporting, tax compliance operations, and treasury management functions for all real estate funds. Andrew began his career as an auditor with Grant Thornton in Dallas, focusing on financial services and real estate, including REIT’s. He currently holds a CPA license in Texas and is a member of the American Institute of Certified Public Accountants (AICPA) and the National Association of Real Estate Investment Trusts (NAREIT). Mr. Birge received his B.A. from The University of Texas at Austin and an M.B.A. from The University of Texas at Dallas.

Amy Terrazas, CPA, Fund Controller, is responsible for managing the production and analysis of the consolidated financial statements for each Virtus Fund.  In this role, she is focused on reviewing all aspects of the consolidated financial statements and working with the fund administrator, auditors, and tax preparers to ensure accurate reporting.  She also manages the production of the Corporate and Promote financial statements and tax returns.  Prior to joining Virtus, Ms. Terrazas worked as the Financial Reporting Manager for Tarragon Realty Investors, Inc., an advisor for two publicly traded REIT’s with total assets of $400 million.  Previous experience also includes time spent in the Financial Reporting department at Southwest Airlines Co. as well as working as an auditor at Fisk and Robinson, P.C., a public accounting firm in Dallas, TX.  Ms. Terrazas received her B.B.A. in Accounting from Texas A&M University.

Itzmi Yoskioka
Manager – Fund Accounting
Collin Betori
Fund Accountant
Dade Pham
Director – Property Accounting
Lori Delabruere
Manager – Property Accounting

Itzmi Yosioka, Manager – Fund Accounting, is responsible for the accounting operations and financial reporting of investment funds and investors.  Her previous experience includes commercial real estate and property accounting working for Prologis in the U.S. and Latin America. Ms. Yosioka earned her B.B.A. from The University of Texas at El Paso and currently pursuing the Texas certification of public accountancy.

Collin Betori, Fund Accountant, is responsible for maintaining accounting records. Collin previously worked as an accountant at investment bank and broker dealer Thornhill Securities. Collin graduated with an B.B.A. in Accounting from St. Edward’s University.

Dade Pham, Director – Property Accounting, is responsible for managing all financial and accounting operations for the property accounting group. His oversight includes property financial consolidation, portfolio reporting development, due diligence, and accounting liaison for all operating partners. During his tenure, Mr. Pham has played an integral role in implementing new processes; incorporating accounting operations across all facets of the property investment cycle and forming the Property Accounting department. Mr. Pham’s background includes experience in GL analysis, financial portfolio reporting, GAAP compliance, acquisitions/dispositions, forecast/budget, CAM, percentage rent, straight-line rent, and fixed assets. Prior to joining Virtus, Dade held a senior level position at a REIT; Macerich, an owner, operator, and developer of retail/lifestyle centers. He holds a B.B.A in Management from Chapman University.

Lori Delabruere, Manager – Property Accounting, is responsible for reviewing and analyzing the financial accounting data from the firm’s investment properties. She is part of the acquisition, asset management, and disposition process and works with these departments to provide an accounting perspective for the properties and the fund.  Prior to joining Virtus in 2014, Lori worked as a Property Accountant for American Campus Communities for three years. There she was responsible for preparing and analyzing the monthly financial statements for 16 student housing properties. Prior to American Campus Communities, Lori worked for two years as Controller’s Assistant for ReArch Company, a company focusing in development, construction, and property management services. Lori received her B.S. in Accounting from Champlain College.

Lisa Acord
Senior Property Accountant
Ryan Hodges
Vice President – Portfolio Management
Anil Haider
Analyst – Portfolio Management
Elizabeth Pence
Firm Controller

Lisa Acord, Senior Property Accountant, is responsible for compiling and providing financial information by researching and analyzing accounting data. Lisa has over five years of experience in the real estate accounting industry. Prior to joining Virtus in 2015, Ms. Acord worked in both the multifamily and student housing industries with Greystar where she was chosen to be a part of a team to travel to the UK to oversee the acquisition of a 21 property portfolio with Goldman Sachs. Lisa’s primary focus was training and development of the accounting groups along with onboarding of the onsite staff. Lisa holds a B.B.A. in Finance from Sam Houston State University.

Ryan Hodges, Vice President – Portfolio Management, is responsible for the oversight of fund performance, strategy development, fund structuring, investor reporting, and manages all data infrastructure platforms. Prior to Virtus, he worked on the trading floor at Dimensional Fund Advisors as a Portfolio Analyst helping manage over $50 billion of equity in emerging markets as well as providing additional support for developed, international funds.  Ryan received his B.B.A. in Finance from The University of Texas at Austin.

Anil Haider, Analyst – Portfolio Management, is responsible for fund-level analysis, portfolio management, and reporting efforts within the firm. Anil assists the management team with fund strategy and capital raising initiatives. Additionally, Anil plays a key role in managing all property and fund data used for firm-wide analysis. In this role, Anil works closely with several groups at Virtus including asset management, investor relations, and accounting. Prior to joining Virtus in 2016, Anil was an analyst in the Oil & Gas Investment Banking Group at J.P. Morgan where he was involved in M&A and capital markets transactions for various upstream, midstream, and oilfield services companies. He graduated from The University of Texas at Austin with a B.B.A. in Finance and Business Honors.

Elizabeth Pence, Firm Controller, is responsible for all aspects of corporate accounting including financial reporting, monthly close, treasury management, financial planning and analysis as well as payroll and benefits.  Ms. Pence began her career as an auditor for Price Waterhouse Coopers and then supervised corporate accounting at Southwest Airlines in Dallas. She has served as Treasurer on the board of various Parent Teacher Organizations as well as National Charity League in Austin.  Ms. Pence holds a B.B.A. in Accounting from The University of Texas at Austin and is a Certified Public Accountant.

Christy McGuire
Accounts Payable Specialist
Rebecca Clark
Senior Administrative Assistant
Madison Lee
Executive Assistant to the CEO

Christy McGuire, Accounts Payable Specialist, is responsible for processing invoices, issuing payments including tax payments, treasury management, reconciling accounts, assisting with month-end and quarterly close, as well as processing and paying expense reports, and managing the corporate credit card expenses. She has been with Virtus for six years. Ms. McGuire began her career in education, teaching in public schools. She transitioned into the accounting world by processing tax returns for a local CPA firm. She has served as Treasurer on the board of a booster club and serves as a volunteer for many of her children’s activities. She holds a B.S. in Education from Southwest Texas State University.

Rebecca Clark, Senior Administrative Assistant, supports the Acquisitions and Asset Management groups.  She brings 20 years of experience in senior-level administrative support as well as 15 years of Data Center Management including Sarbanes Oxley controls. Rebecca received her B.A. in Business from Rice University.

Madison Lee, Executive Assistant to the CEO, is responsible for providing administrative support, including scheduling and correspondence.  Madison is a seasoned Executive Assistant with over 25 years in the field. Prior to joining Virtus in 2016, Ms. Lee worked as an executive assistant at CohnReznick for 12 years supporting three partners and a team of 50 where she performed a variety of administrative tasks as well as managing tax returns and financial statements. Having held administrative support positions in the retail, business, and government fields, Madison has a strong ability to streamline processes, maximize efficiency, and foster professional relationships within organizations. Originally from Washington DC, she moved to Austin for new opportunities.

Terrell Gates
Founder and CEO

Terrell Gates, Founder and CEO, is ultimately responsible for all strategic decisions. Mr. Gates is a third generation commercial real estate investor and developer, who began his career in the student housing industry in 1992. Since then, Mr. Gates has heldnumerous principal level positions in real estate, law and finance, including private equity, portfolio management, investment banking and lending. Prior to founding Virtus, Mr. Gates was Director of the GGS Private Banking group at Merrill Lynch. Since establishing Virtus in 2003, Mr. Gates has been ultimately responsible for the execution of the Virtus investment strategy, which has totaled over $3.2 billion in property acquisitions. An active philanthropist, Mr. Gates invests his time, treasure and talents in organizations, such as the Boys and Girls Club of the Austin Area, Mobile Loaves & Fishes, UMCOR and Central Texas Food Bank, to name a few.  After receiving his B.A. in Economics and Spanish from The University of Texas at Austin, Mr. Gates earned a law degree from Southern Methodist University Law School and is a licensed attorney.

Robert Schweizer
Chief Investment Officer

Robert Schweizer, Chief Investment Officer, is responsible for leading the Virtus Acquisitions and Asset Management teams in overseeing underwriting, due diligence, closing and ultimately property level operations to assure fund objectives are met.  Prior to joining Virtus, Mr. Schweizer served as Chief Executive Officer of MPC Properties, a joint venture between Bank of America/ Merrill Lynch and MPC Holdings, which became one of the largest real estate development companies in Southeastern Europe.  From 1999 to September 2010, he worked at Merrill Lynch, where he became Director of the Global Principal Investments Group in London,  England in 2002 and was head of all Merrill Lynch real estate investments in Central Europe, Spain and Scandinavia.  He began his finance career in New York as an analyst at JP Morgan Chase Securities and then CIBC World Markets.  Mr. Schweizer received a B.B.A. in Finance from Boston College, where he played on the university soccer team.

William A. Strong
Chief Operating Officer and Chief Financial Officer

William A. Strong, Chief Operating Officer and Chief Financial Officer, is responsible for oversight of investor relations, the Virtus finance and accounting team, debt sourcing, and Firm management and operations.  Mr. Strong began his career in 1992 at Goldman Sachs & Co. in New York as an equity securities analyst in the Asset Management Division.  After continuing his career at Security Capital Group Incorporated, a Global Strategic Real Estate Group with $5.1 billion deployed in sixteen (16) portfolio investments, such as Archstone Smith, Prologis and Storage USA, he transitioned to Forum Partners Investment Management, LLC (“Forum”).  At Forum, a global real estate private equity fund sponsor, Mr. Strong was Chief Operating Officer and Chief Financial Officer where he and management grew the eight member team to over 50 members worldwide.  Forum had $2 billion in assets under management invested in real estate companies throughout Europe and Asia.  Mr. Strong received both his B.A. and his M.B.A. degree in Finance from Columbia University, where he was an intercollegiate athlete in swimming.

Terry Thompson, Ph.D.
Executive Committee Member

Terry Thompson, Ph.D., Executive Committee Member, has had a thirty-eight (38) year career in commercial real estate and finance has focused on lending, asset acquisitions, development, asset management, and leasing.  He is responsible for overseeing the day-to-day execution of the Virtus investment strategy.  Prior to joining Virtus, Dr. Thompson was Chief Operating Officer and Director of Asset Management and Acquisitions at the Kucera Companies.  He was also Director of Asset Management at Bank One NH, overseeing internal asset management operations as well as third-party property management.  Dr. Thompson received a B.A. from the University of Wisconsin at Whitewater, specializing in finance, and a Ph.D. from the University of Texas at Austin.  He was an officer in the United States Air Force specializing in finance.

Nick Worontzoff
Managing Director - Capital Development

Nick Worontzoff has more than 25 years of financial service experience. He was most recently the head of business development and a minority owner at Evermore Global Advisors, an asset management firm providing investment advisory services for mutual funds and institutional accounts in separate Global and European strategies. In this role he was tasked with developing and implementing a sales, marketing and investor relations strategy for what was a start-up mutual fund company. He was a critical part of the team that raised over $400 million in assets during his tenure. Prior to Evermore Nick was the director of sales at Clearbrook Financial, a leading provider of fee-based managed account services to the institutional investment community. His responsibilities included managing the sales and marketing efforts of a full-service broker/dealer and investment advisor providing front, middle, and back-office services, product distribution and wealth management services to fee-based advisors, family offices, trust companies, institutional consultants and banks. From 1995 to 2007, Mr. Worontzoff served in a number sales and senior sales positions at Fidelity Investments, directing sales and marketing for Fidelity’s Registered Investment Advisor Group in the Mid-Atlantic and East Coast region.

Bernie Wasserman
Managing Director - Capital Development

Bernard “Bernie” Wasserman is responsible for west coast and offshore capital development.  Bernie has over 25 years of experience in financial services.  Prior to joining Virtus in 2015, Bernie led product development and marketing efforts to promote complex investment products and strategies at: Citigroup Global Markets Inc. (Director – Investment Product Origination); HSBC Securities (USA) Inc. (SVP – Structured Fund Products); Lehman Brothers Inc. (VP- Structured Credit Trading), and; BNP Capital Markets (VP – Latin American Investment Banking). Bernie holds a Bachelor of Science from New York University in International Marketing and Finance.

Elizabeth Ward
Director - Capital Development

Elizabeth Ward is responsible for managing and expanding new and existing relationships within the Registered Investment Advisor, Family Office, and Broker Dealer channels in the Central US territory. Elizabeth has over 13 years of experience in financial services.  Prior to joining Virtus in 2015, Elizabeth was a Client Development Specialist with Fidelity Institutional Wealth Services. Previous experience also includes time spent at Charles Schwab Advisor Services, and Ameriprise Financial. Elizabeth holds a bachelor’s degree in Economics from Florida State University.

Brooke Akins
Director - Investor Relations

Brooke Akins, Director – Investor Relations, is responsible for the firm’s communication, reporting, public relations, brand management, as well as running the client relations department.  She also plays a crucial role in supporting fundraising and marketingefforts across both the HNW and Institutional channels.  Mrs. Akins is well versed in delivering reporting that incorporates ILPA standards as well as integration across various custodial, wire house and banking platforms.Prior to joining Virtus, Mrs. Akins spent eight years at PTV Healthcare Capital, a venture capital firm focused on expansion-stage medical device companies, in various fund administration and marketing support roles. Mrs. Akins holds a B.A. in Sociology from the University of Illinois at Chicago.

Megan Espinor
Fund Assistant

Megan Espinor, Fund Assistant, supports the Investor Relations and Fund Accounting departments as well as offering office management and general administrative support. Prior to joining the Virtus team, Megan was an Administrative Specialist for Ziegfeld Entertainment where she oversaw recruitment, training of new staff, sales promotions, and staff development activities. Ms. Espinor is an ambassador at her local yoga studio, Modo Yoga, and a lead dancer in Austin-based Mexican ballet ensemble, Lo Nuestro Ballet Folclórico de Austin. Megan studied Sociology and Cultural Anthropology at Texas State University.

Kevin White
Managing Director – Acquisitions

Kevin White, Managing Director – Acquisitions, is responsible for sourcing opportunities and operators that meet the Virtus investment criteria and leading the Virtus Alternative Multi-family Team, which includes student housing and workforce housing. Prior to joining Virtus, Mr. White was the Director of Acquisitions for a private equity real estate investment company. He was responsible for leading an acquisitions team that successfully closed $150,000,000 of commercial real estate, with a primary focus on multi-family workforce housing. He has experience with numerous property types in sourcing, underwriting, due diligence, lender management, closing process, asset management and disposition. He holds a B.B.A. in Finance from the Ohio State University and an M.B.A. from the University of Texas at Austin with concentration in Real Estate.

Christopher Kott
Vice President – Acquisitions

Christopher Kott, Vice President – Acquisitions, is responsible for the firm’s multifamily investing efforts including student housing and workforce housing. He is responsible for executing investment strategy, sourcing joint venture partners and investment opportunities, and managing all aspects of underwriting, market research, due diligence, and closing. Prior to joining Virtus, Christopher was an Analyst at Bank of America Merrill Lynch. Christopher is a founding member of Club Blue of the Austin Area, a non-profit organization that supports the Boys and Girls Club of the Austin Area. Christopher holds a B.A. in Finance from North Carolina State University.

Matt Powers
Analyst – Acquisitions

Matt Powers, Analyst – Acquisitions, is responsible for underwriting, financial analysis and comprehensive market research for student housing and multi-family markets nationwide. Prior to joining Virtus, Matt worked as a Credit Analyst for Bank of America Merrill Lynch in Houston, TX where he was involved in the structuring, underwriting, and monitoring of corporate debt products for companies across all industries.  Matt holds a B.B.A. in Finance and Minor in Accounting from The University of Texas at Austin

Scott Humphreys
Managing Director - Asset Management

Scott Humphreys, Managing Director – Asset Management, is responsible for the oversight and performance of Virtus’ alternative multifamily, self-storage, and charter school properties. During his tenure at Virtus, Mr. Humphreys also served as the Firm’s Director of Acquisitions for self-storage, and was involved in the acquisition and asset management of Virtus’ portfolio of storage-specific funds constituting over $100 million in equity investment across 50 properties. Mr. Humphreys has played an integral role in the strategic disposition of over $250 million of Virtus held properties after successfully implementing Virtus’ value-add business plans. Mr. Humphrey’s background includes extensive experience in the underwriting, due diligence, financing, and development of HUD subsidized and tax credit/bond financed multifamily product. He holds a B.B.A. in Management Information Systems from Baylor University and an M.B.A. from the University of Texas at Austin with a concentration in Real Estate Finance. Prior to business school, Mr. Humphreys spent four years with Accenture’s Communications and High Tech consulting division in both the United States and United Kingdom.

Nick Mueller
Vice President – Asset Management

Nick Mueller, Vice President – Asset Management, is responsible for the firm’s student housing, workforce housing, and self-storage asset management. He is responsible for business plan execution, property-level reporting, cash-flow management, and dispositions. Prior to joining Virtus, Nick was an investment banking analyst at Bank of America Merrill Lynch. Mr. Mueller is one of the founding board members of Club Blue of the Austin Area, a non-profit organization that supports the Boys and Girls Club of the Austin Area. Nick holds a B.B.A. in Finance from The University of Texas at Austin.

Cody Cox
Analyst – Asset Management

Cody Cox, Analyst – Asset Management, is responsible for both Asset Management and Acquisitions in multi-family, student housing, and self-storage. Cody joined Virtus as an intern in April of 2016, before joining the firm as a full-time Analyst upon graduation. Prior to joining Virtus, Cody served as intern for Stream Realty Partners in Austin where he assisted both the leasing and construction management teams. He also worked part time as a licensed salesperson sponsored by Austin City Realty where he procured multiple residential leasing transactions. Cody graduated with a B.B.A. in Finance, with a concentration in Investment Banking, as well as an Accounting minor from the Red McCombs School of Business at The University of Texas at Austin

Zach Mallow
Director – Research

Zach Mallow, Director – Research, is responsible for ensuring that investment underwriting includes the best and most accurate demographic and economic data from primary sources and that all business sectors are kept abreast of relevant secondary research sources. In addition, he develops the firm’s proprietary market-ranking models and conducts the firm’s investigations into new property types or sub-strategies for investment. Before joining Virtus, he served in a research capacity for a developer and operator of hotels in New York City and as a project manager for a residential design-build contractor in New Orleans. He holds a M.B.A. from the MIT Sloan School of Management and a B.A. (Major in Architecture) from Columbia University.

Derek McDaniel
Director – Construction Management

Derek McDaniel, Director – Construction Management, is responsible for acquisitions and asset management support with feasibility reviews, due diligence, construction progress monitoring, budget oversight, and schedule analysis of development and value-add projects. Since joining Virtus in 2016, Derek been involved with more than $260 million of construction projects. Prior to joining Virtus, Derek worked for SpawGlass Contractors for ten years where he was a Project Executive. Derek’s roles have included estimating, superintendent, project management, and project executive experience on over $300 million in commercial construction projects. His background includes senior living, student housing, storage, higher education, science and engineering, parking structures, shell office and K-12 projects. Derek has experience in estimating, pre-construction services, budget development and management, scheduling, construction logistics, contract management and client relations. Mr. McDaniel received his B.S. in Construction Science from Texas A&M University and is a LEED Accredited Professional.

John Sweeny
Acquisitions Director

John L. Sweeny, Jr., Acquisitions Director – Healthcare, is responsible for the firm’s Healthcare investing efforts, including Senior Living, Medical Office, and other ancillary healthcare service properties. He is responsible for developing investment strategy, sourcing operating partners and investment opportunities, and overseeing all aspects of underwriting, due diligence, investment structuring, closings, and dispositions. Prior to joining Virtus, Mr. Sweeny spent seven years at Arcapita, an international private equity firm focused on originating, structuring, executing, and managing institutional U.S. real estate investments, including 74 senior living assets.  Prior to that, Mr. Sweeny worked in the real estate investment banking group at Wachovia Securities in New York City and in their corporate and investment banking group in Charlotte, NC.Throughout his career, Mr. Sweeny has advised, structured, or arranged financing on over $9.0 billion worth of real estate transactions. John is a member of the Executive Board of American Seniors Housing Association and a former member of the Board of Directors of Senior Citizens Services of Atlanta (a.k.a. Meals on Wheels Atlanta).Mr. Sweeny holds a B.S. in Political Science from the College of Charleston and an M.B.A. from the University of North Carolina (at Chapel Hill) Kenan-Flagler Business School.

Austin Summy
Austin, Associate – Acquisitions

Austin, Associate – Acquisitions, is responsible for identifying investment opportunities, performing in-depth underwriting, and conducting market studies. Since joining Virtus in 2015, Austin has played a key role in executing over $250m of acquisitions and developments across the United States. In the two years prior to joining Virtus, Austin was an acquisitions analyst at a Dallas-based multifamily owner-operator where he was instrumental in helping the acquisitions team purchase 6,842 multifamily units with a cumulative deal value of just under $300 million. Mr. Summy is a member of the ASHA Rising Leaders Program. He graduated from the University of Texas in 2013 with a B.B.A. in Finance.

Matt Withey
Director – Acquisitions

Matt Withey, Director – Acquisitions, is responsible for sourcing investment opportunities and operator relationships and leading the Virtus Alternative Property Type Team (VAPT), which is focused on supporting acquisitions in current property segments, as well as identifying additional sectors and opportunities that meet the Virtus investment strategy.  Prior to joining Virtus, Mr. Withey spent eight years in the acquisitions group at Walton Street Capital, a diversified global private equity real estate firm. During this time, he successfully closed acquisitions representing over $600 million of equity invested and $1.4 billion of total real estate value, as well as played an active role in asset management and dispositions.  Mr. Withey holds a B.A. in both Economics as well as Mathematical Methods in Social Science from Northwestern University.

Jake Katzen
Analyst – Acquisitions

Jake Katzen, Analyst – Acquisitions, is responsible for assisting in the underwriting and due diligence for prospective properties, conducting market and industry research, and preparing investment committee presentations.  Prior to joining Virtus, Jake worked as an analyst for the BVA Group providing financial and litigation services for diverse entities throughout an array of industries.  Jake graduated from The University of Texas at Austin with a M.P.A. and a B.B.A. in Finance with Honors.

Michael Casey
Managing Director – Asset Management

Michael Casey, Managing Director – Asset Management, is responsible for the oversight and performance of Virtus’ healthcare properties. Mr. Casey has worked in commercial real estate for almost 30 years. Prior to joining Virtus, Michael was Director of Portfolio Management at Arcapita, an international private equity firm focused on originating, structuring, executing, and managing institutional U.S. real estate investments, including 80 senior living assets.  During his ten years there, Michael was responsible for overseeing all aspects of asset management including day to day and strategic supervision of operating partners, loan and Joint Venture restructurings, and investment dispositions for the firm’s $5.0 billion U.S real estate portfolio. Prior to Arcapita, Mr. Casey spent more than five years in senior asset management roles at Morgan Stanley Real Estate Funds and Starwood Capital Group. Throughout his career, Mr. Casey has asset personally managed, financed, refinanced, and disposed of over $7.0 billion of real estate across all major product types and various geographies. Michael has a B.S. in Business Administration from The State University of New York at Buffalo with concentrations in accounting and finance.

Hamilton Madden
CFA, Vice President – Asset Management

Hamilton Madden, CFA, Vice President – Asset Management, is responsible for executing strategy and overseeing performance of the senior living and medical office properties in Virtus’ portfolio.  Prior to Virtus, Hamilton researched and traded high-yield and distressed corporate debt and mortgage-backed securities at Tejas Securities in Austin, Texas.  Prior to Tejas, Hamilton worked as a financial analyst at Duff & Phelps where he specialized in business and real estate valuation advisory.  Hamilton graduated B.B.A.from the McCombs School of Business at The University of Texas in 2007 and is a CFA charterholder.

Sky Sgovio
Analyst – Asset Management

Sky Sgovio, Analyst – Asset Management, is responsible for managing operating partner relationships and providing analytical support for market research, property level performance, business strategy, and dispositions. Prior to joining the firm full time in 2016, Mr. Sgovio completed an internship at Virtus where he provided analytical support to acquisitions and asset management. Mr. Sgovio holds a B.A. in Economics from The University of Texas at Austin.

John Sweeny
Acquisitions Director

John L. Sweeny, Jr., Acquisitions Director – Healthcare, is responsible for the firm’s Healthcare investing efforts, including Senior Living, Medical Office, and other ancillary healthcare service properties. He is responsible for developing investment strategy, sourcing operating partners and investment opportunities, and overseeing all aspects of underwriting, due diligence, investment structuring, closings, and dispositions. Prior to joining Virtus, Mr. Sweeny spent seven years at Arcapita, an international private equity firm focused on originating, structuring, executing, and managing institutional U.S. real estate investments, including 74 senior living assets.  Prior to that, Mr. Sweeny worked in the real estate investment banking group at Wachovia Securities in New York City and in their corporate and investment banking group in Charlotte, NC.Throughout his career, Mr. Sweeny has advised, structured, or arranged financing on over $9.0 billion worth of real estate transactions. John is a member of the Executive Board of American Seniors Housing Association and a former member of the Board of Directors of Senior Citizens Services of Atlanta (a.k.a. Meals on Wheels Atlanta).Mr. Sweeny holds a B.S. in Political Science from the College of Charleston and an M.B.A. from the University of North Carolina (at Chapel Hill) Kenan-Flagler Business School.

Austin Summy
Austin, Associate – Acquisitions

Austin, Associate – Acquisitions, is responsible for identifying investment opportunities, performing in-depth underwriting, and conducting market studies. Since joining Virtus in 2015, Austin has played a key role in executing over $250m of acquisitions and developments across the United States. In the two years prior to joining Virtus, Austin was an acquisitions analyst at a Dallas-based multifamily owner-operator where he was instrumental in helping the acquisitions team purchase 6,842 multifamily units with a cumulative deal value of just under $300 million. Mr. Summy is a member of the ASHA Rising Leaders Program. He graduated from the University of Texas in 2013 with a B.B.A. in Finance.

Matt Withey
Director – Acquisitions

Matt Withey, Director – Acquisitions, is responsible for sourcing investment opportunities and operator relationships and leading the Virtus Alternative Property Type Team (VAPT), which is focused on supporting acquisitions in current property segments, as well as identifying additional sectors and opportunities that meet the Virtus investment strategy.  Prior to joining Virtus, Mr. Withey spent eight years in the acquisitions group at Walton Street Capital, a diversified global private equity real estate firm. During this time, he successfully closed acquisitions representing over $600 million of equity invested and $1.4 billion of total real estate value, as well as played an active role in asset management and dispositions.  Mr. Withey holds a B.A. in both Economics as well as Mathematical Methods in Social Science from Northwestern University.

Jake Katzen
Analyst – Acquisitions

Jake Katzen, Analyst – Acquisitions, is responsible for assisting in the underwriting and due diligence for prospective properties, conducting market and industry research, and preparing investment committee presentations.  Prior to joining Virtus, Jake worked as an analyst for the BVA Group providing financial and litigation services for diverse entities throughout an array of industries.  Jake graduated from The University of Texas at Austin with a M.P.A. and a B.B.A. in Finance with Honors.

Michael Casey
Managing Director – Asset Management

Michael Casey, Managing Director – Asset Management, is responsible for the oversight and performance of Virtus’ healthcare properties. Mr. Casey has worked in commercial real estate for almost 30 years. Prior to joining Virtus, Michael was Director of Portfolio Management at Arcapita, an international private equity firm focused on originating, structuring, executing, and managing institutional U.S. real estate investments, including 80 senior living assets.  During his ten years there, Michael was responsible for overseeing all aspects of asset management including day to day and strategic supervision of operating partners, loan and Joint Venture restructurings, and investment dispositions for the firm’s $5.0 billion U.S real estate portfolio. Prior to Arcapita, Mr. Casey spent more than five years in senior asset management roles at Morgan Stanley Real Estate Funds and Starwood Capital Group. Throughout his career, Mr. Casey has asset personally managed, financed, refinanced, and disposed of over $7.0 billion of real estate across all major product types and various geographies. Michael has a B.S. in Business Administration from The State University of New York at Buffalo with concentrations in accounting and finance.

Hamilton Madden
CFA, Vice President – Asset Management

Hamilton Madden, CFA, Vice President – Asset Management, is responsible for executing strategy and overseeing performance of the senior living and medical office properties in Virtus’ portfolio.  Prior to Virtus, Hamilton researched and traded high-yield and distressed corporate debt and mortgage-backed securities at Tejas Securities in Austin, Texas.  Prior to Tejas, Hamilton worked as a financial analyst at Duff & Phelps where he specialized in business and real estate valuation advisory.  Hamilton graduated B.B.A.from the McCombs School of Business at The University of Texas in 2007 and is a CFA charterholder.

Sky Sgovio
Analyst – Asset Management

Sky Sgovio, Analyst – Asset Management, is responsible for managing operating partner relationships and providing analytical support for market research, property level performance, business strategy, and dispositions. Prior to joining the firm full time in 2016, Mr. Sgovio completed an internship at Virtus where he provided analytical support to acquisitions and asset management. Mr. Sgovio holds a B.A. in Economics from The University of Texas at Austin.

Zach Mallow
Director – Research

Zach Mallow, Director – Research, is responsible for ensuring that investment underwriting includes the best and most accurate demographic and economic data from primary sources and that all business sectors are kept abreast of relevant secondary research sources. In addition, he develops the firm’s proprietary market-ranking models and conducts the firm’s investigations into new property types or sub-strategies for investment. Before joining Virtus, he served in a research capacity for a developer and operator of hotels in New York City and as a project manager for a residential design-build contractor in New Orleans. He holds a M.B.A. from the MIT Sloan School of Management and a B.A. (Major in Architecture) from Columbia University.

Derek McDaniel
Director – Construction Management

Derek McDaniel, Director – Construction Management, is responsible for acquisitions and asset management support with feasibility reviews, due diligence, construction progress monitoring, budget oversight, and schedule analysis of development and value-add projects. Since joining Virtus in 2016, Derek been involved with more than $260 million of construction projects. Prior to joining Virtus, Derek worked for SpawGlass Contractors for ten years where he was a Project Executive. Derek’s roles have included estimating, superintendent, project management, and project executive experience on over $300 million in commercial construction projects. His background includes senior living, student housing, storage, higher education, science and engineering, parking structures, shell office and K-12 projects. Derek has experience in estimating, pre-construction services, budget development and management, scheduling, construction logistics, contract management and client relations. Mr. McDaniel received his B.S. in Construction Science from Texas A&M University and is a LEED Accredited Professional.

Kevin White
Managing Director – Acquisitions

Kevin White, Managing Director – Acquisitions, is responsible for sourcing opportunities and operators that meet the Virtus investment criteria and leading the Virtus Alternative Multi-family Team, which includes student housing and workforce housing. Prior to joining Virtus, Mr. White was the Director of Acquisitions for a private equity real estate investment company. He was responsible for leading an acquisitions team that successfully closed $150,000,000 of commercial real estate, with a primary focus on multi-family workforce housing. He has experience with numerous property types in sourcing, underwriting, due diligence, lender management, closing process, asset management and disposition. He holds a B.B.A. in Finance from the Ohio State University and an M.B.A. from the University of Texas at Austin with concentration in Real Estate.

Christopher Kott
Vice President – Acquisitions

Christopher Kott, Vice President – Acquisitions, is responsible for the firm’s multifamily investing efforts including student housing and workforce housing. He is responsible for executing investment strategy, sourcing joint venture partners and investment opportunities, and managing all aspects of underwriting, market research, due diligence, and closing. Prior to joining Virtus, Christopher was an Analyst at Bank of America Merrill Lynch. Christopher is a founding member of Club Blue of the Austin Area, a non-profit organization that supports the Boys and Girls Club of the Austin Area. Christopher holds a B.A. in Finance from North Carolina State University.

Matt Powers
Analyst – Acquisitions

Matt Powers, Analyst – Acquisitions, is responsible for underwriting, financial analysis and comprehensive market research for student housing and multi-family markets nationwide. Prior to joining Virtus, Matt worked as a Credit Analyst for Bank of America Merrill Lynch in Houston, TX where he was involved in the structuring, underwriting, and monitoring of corporate debt products for companies across all industries.  Matt holds a B.B.A. in Finance and Minor in Accounting from The University of Texas at Austin

Scott Humphreys
Managing Director - Asset Management

Scott Humphreys, Managing Director – Asset Management, is responsible for the oversight and performance of Virtus’ alternative multifamily, self-storage, and charter school properties. During his tenure at Virtus, Mr. Humphreys also served as the Firm’s Director of Acquisitions for self-storage, and was involved in the acquisition and asset management of Virtus’ portfolio of storage-specific funds constituting over $100 million in equity investment across 50 properties. Mr. Humphreys has played an integral role in the strategic disposition of over $250 million of Virtus held properties after successfully implementing Virtus’ value-add business plans. Mr. Humphrey’s background includes extensive experience in the underwriting, due diligence, financing, and development of HUD subsidized and tax credit/bond financed multifamily product. He holds a B.B.A. in Management Information Systems from Baylor University and an M.B.A. from the University of Texas at Austin with a concentration in Real Estate Finance. Prior to business school, Mr. Humphreys spent four years with Accenture’s Communications and High Tech consulting division in both the United States and United Kingdom.

Nick Mueller
Vice President – Asset Management

Nick Mueller, Vice President – Asset Management, is responsible for the firm’s student housing, workforce housing, and self-storage asset management. He is responsible for business plan execution, property-level reporting, cash-flow management, and dispositions. Prior to joining Virtus, Nick was an investment banking analyst at Bank of America Merrill Lynch. Mr. Mueller is one of the founding board members of Club Blue of the Austin Area, a non-profit organization that supports the Boys and Girls Club of the Austin Area. Nick holds a B.B.A. in Finance from The University of Texas at Austin.

Cody Cox
Analyst – Asset Management

Cody Cox, Analyst – Asset Management, is responsible for both Asset Management and Acquisitions in multi-family, student housing, and self-storage. Cody joined Virtus as an intern in April of 2016, before joining the firm as a full-time Analyst upon graduation. Prior to joining Virtus, Cody served as intern for Stream Realty Partners in Austin where he assisted both the leasing and construction management teams. He also worked part time as a licensed salesperson sponsored by Austin City Realty where he procured multiple residential leasing transactions. Cody graduated with a B.B.A. in Finance, with a concentration in Investment Banking, as well as an Accounting minor from the Red McCombs School of Business at The University of Texas at Austin

Craig Davis
General Counsel

Craig Davis, General Counsel, is responsible for all compliance efforts as well as oversight of the acquisition and disposition of Virtus assets, corporate structuring, lending transactions, lease negotiations and day to day legal operations.  Mr. Davis practiced law at the firms of both Winstead PC and Jackson Walker L.L.P. for 10 years before joining Virtus in 2012 as General Counsel.  Mr. Davis is an experienced lawyer who has helped both sellers and purchasers of all types of real estate, including student housing, multifamily apartment buildings, retail centers, senior living facilities and office complexes.  He has represented both borrowers and lenders in residential and commercial lending transactions including construction loans, development loans and purchase and sale transactions.  Mr. Davis received his B.A. at the University of Texas at San Antonio where he graduated Magna Cum Laude and his J.D. at the University of Texas at Austin where he graduated with Honors.  Mr. Davis was admitted to the Texas Bar in 2002.

Jennifer Williams
Closing Coordinator

Jennifer Williams, Closing Coordinator, works with all business units to ensure closing requirements are met both pre and post-closing.  She works closely with General Counsel, and provides document review, drafting of legal documents, title research, title and survey review. Prior to joining Virtus she was a paralegal with the law firm of Jackson Walker, LLP in Austin, Texas. Jennifer has 34 plus years of real estate and title experience and obtained her paralegal certificate from the University of Texas – Austin Division.

Andrew Birge
CPA, Fund Controller

Andrew Birge, CPA, Fund Controller, focuses on finance, accounting, operational, and investor reporting functions.  Mr. Birge brings over 13 years accounting experience all focused in the real estate industry. Prior to joining Virtus, Andrew was a Controller for Buffington Capital Holdings, a private equity real estate investment firm focused in residential real estate and homebuilding in Austin, Texas.  During his tenure at Buffington, he was responsible for the accounting and reporting, tax compliance operations, and treasury management functions for all real estate funds. Andrew began his career as an auditor with Grant Thornton in Dallas, focusing on financial services and real estate, including REIT’s. He currently holds a CPA license in Texas and is a member of the American Institute of Certified Public Accountants (AICPA) and the National Association of Real Estate Investment Trusts (NAREIT). Mr. Birge received his B.A. from The University of Texas at Austin and an M.B.A. from The University of Texas at Dallas.

Amy Terrazas
CPA, Fund Controller

Amy Terrazas, CPA, Fund Controller, is responsible for managing the production and analysis of the consolidated financial statements for each Virtus Fund.  In this role, she is focused on reviewing all aspects of the consolidated financial statements and working with the fund administrator, auditors, and tax preparers to ensure accurate reporting.  She also manages the production of the Corporate and Promote financial statements and tax returns.  Prior to joining Virtus, Ms. Terrazas worked as the Financial Reporting Manager for Tarragon Realty Investors, Inc., an advisor for two publicly traded REIT’s with total assets of $400 million.  Previous experience also includes time spent in the Financial Reporting department at Southwest Airlines Co. as well as working as an auditor at Fisk and Robinson, P.C., a public accounting firm in Dallas, TX.  Ms. Terrazas received her B.B.A. in Accounting from Texas A&M University.

Itzmi Yoskioka
Manager – Fund Accounting

Itzmi Yosioka, Manager – Fund Accounting, is responsible for the accounting operations and financial reporting of investment funds and investors.  Her previous experience includes commercial real estate and property accounting working for Prologis in the U.S. and Latin America. Ms. Yosioka earned her B.B.A. from The University of Texas at El Paso and currently pursuing the Texas certification of public accountancy.

Collin Betori
Fund Accountant

Collin Betori, Fund Accountant, is responsible for maintaining accounting records. Collin previously worked as an accountant at investment bank and broker dealer Thornhill Securities. Collin graduated with an B.B.A. in Accounting from St. Edward’s University.

Dade Pham
Director – Property Accounting

Dade Pham, Director – Property Accounting, is responsible for managing all financial and accounting operations for the property accounting group. His oversight includes property financial consolidation, portfolio reporting development, due diligence, and accounting liaison for all operating partners. During his tenure, Mr. Pham has played an integral role in implementing new processes; incorporating accounting operations across all facets of the property investment cycle and forming the Property Accounting department. Mr. Pham’s background includes experience in GL analysis, financial portfolio reporting, GAAP compliance, acquisitions/dispositions, forecast/budget, CAM, percentage rent, straight-line rent, and fixed assets. Prior to joining Virtus, Dade held a senior level position at a REIT; Macerich, an owner, operator, and developer of retail/lifestyle centers. He holds a B.B.A in Management from Chapman University.

Lori Delabruere
Manager – Property Accounting

Lori Delabruere, Manager – Property Accounting, is responsible for reviewing and analyzing the financial accounting data from the firm’s investment properties. She is part of the acquisition, asset management, and disposition process and works with these departments to provide an accounting perspective for the properties and the fund.  Prior to joining Virtus in 2014, Lori worked as a Property Accountant for American Campus Communities for three years. There she was responsible for preparing and analyzing the monthly financial statements for 16 student housing properties. Prior to American Campus Communities, Lori worked for two years as Controller’s Assistant for ReArch Company, a company focusing in development, construction, and property management services. Lori received her B.S. in Accounting from Champlain College.

Lisa Acord
Senior Property Accountant

Lisa Acord, Senior Property Accountant, is responsible for compiling and providing financial information by researching and analyzing accounting data. Lisa has over five years of experience in the real estate accounting industry. Prior to joining Virtus in 2015, Ms. Acord worked in both the multifamily and student housing industries with Greystar where she was chosen to be a part of a team to travel to the UK to oversee the acquisition of a 21 property portfolio with Goldman Sachs. Lisa’s primary focus was training and development of the accounting groups along with onboarding of the onsite staff. Lisa holds a B.B.A. in Finance from Sam Houston State University.

Ryan Hodges
Vice President – Portfolio Management

Ryan Hodges, Vice President – Portfolio Management, is responsible for the oversight of fund performance, strategy development, fund structuring, investor reporting, and manages all data infrastructure platforms. Prior to Virtus, he worked on the trading floor at Dimensional Fund Advisors as a Portfolio Analyst helping manage over $50 billion of equity in emerging markets as well as providing additional support for developed, international funds.  Ryan received his B.B.A. in Finance from The University of Texas at Austin.

Anil Haider
Analyst – Portfolio Management

Anil Haider, Analyst – Portfolio Management, is responsible for fund-level analysis, portfolio management, and reporting efforts within the firm. Anil assists the management team with fund strategy and capital raising initiatives. Additionally, Anil plays a key role in managing all property and fund data used for firm-wide analysis. In this role, Anil works closely with several groups at Virtus including asset management, investor relations, and accounting. Prior to joining Virtus in 2016, Anil was an analyst in the Oil & Gas Investment Banking Group at J.P. Morgan where he was involved in M&A and capital markets transactions for various upstream, midstream, and oilfield services companies. He graduated from The University of Texas at Austin with a B.B.A. in Finance and Business Honors.

Elizabeth Pence
Firm Controller

Elizabeth Pence, Firm Controller, is responsible for all aspects of corporate accounting including financial reporting, monthly close, treasury management, financial planning and analysis as well as payroll and benefits.  Ms. Pence began her career as an auditor for Price Waterhouse Coopers and then supervised corporate accounting at Southwest Airlines in Dallas. She has served as Treasurer on the board of various Parent Teacher Organizations as well as National Charity League in Austin.  Ms. Pence holds a B.B.A. in Accounting from The University of Texas at Austin and is a Certified Public Accountant.

Christy McGuire
Accounts Payable Specialist

Christy McGuire, Accounts Payable Specialist, is responsible for processing invoices, issuing payments including tax payments, treasury management, reconciling accounts, assisting with month-end and quarterly close, as well as processing and paying expense reports, and managing the corporate credit card expenses. She has been with Virtus for six years. Ms. McGuire began her career in education, teaching in public schools. She transitioned into the accounting world by processing tax returns for a local CPA firm. She has served as Treasurer on the board of a booster club and serves as a volunteer for many of her children’s activities. She holds a B.S. in Education from Southwest Texas State University.

Rebecca Clark
Senior Administrative Assistant

Rebecca Clark, Senior Administrative Assistant, supports the Acquisitions and Asset Management groups.  She brings 20 years of experience in senior-level administrative support as well as 15 years of Data Center Management including Sarbanes Oxley controls. Rebecca received her B.A. in Business from Rice University.

Madison Lee
Executive Assistant to the CEO

Madison Lee, Executive Assistant to the CEO, is responsible for providing administrative support, including scheduling and correspondence.  Madison is a seasoned Executive Assistant with over 25 years in the field. Prior to joining Virtus in 2016, Ms. Lee worked as an executive assistant at CohnReznick for 12 years supporting three partners and a team of 50 where she performed a variety of administrative tasks as well as managing tax returns and financial statements. Having held administrative support positions in the retail, business, and government fields, Madison has a strong ability to streamline processes, maximize efficiency, and foster professional relationships within organizations. Originally from Washington DC, she moved to Austin for new opportunities.