Our Firm

Alastair Barnes, Assistant Vice President – Acquisitions and Asset Management, is responsible for assisting in the underwriting and due diligence for prospective properties, conducting market and industry research, preparing investment committee presentations, and providing asset level performance and valuations for Virtus’ healthcare efforts. Prior to joining Virtus, Alastair worked as an Analyst within the Debt and Equity team at Jones Lang LaSalle in Austin, TX. Alastair received a B.A in Business Administration with a concentration in Finance from Fordham University, where he was an intercollegiate athlete in Tennis.

Russell Brown, Managing Director, is based in Charlotte and leads healthcare investing in the Eastern U.S. as well as Self-Storage nationally.  Previously, Mr. Brown led acquisitions for National Storage Affiliates, a public REIT based in Denver with a unique decentralized business model, and prior to that led investments and capital markets for Flagship Healthcare Properties, a private REIT manager and operator in Charlotte.  Mr. Brown has built and led multiple investment teams that have closed over 120 transactions totaling $1.4 billion in value.  He earned an MBA from Duke University’s Fuqua School of Business and graduated with honors from the University of North Carolina at Charlotte.  He has also participated in the Real Estate Management Program at Harvard Business School.

Charlie Burke, Associate – Investor Relations, is responsible for supporting firm leadership in capital raising initiatives.  In this capacity, he assists with fund reporting and investment communication efforts.  He also helps with managing property and fund data to produce portfolio analytics for firm-wide analysis.  Prior to joining Virtus, he worked for two years as an Associate at Dimensional Fund Advisors, where he aided in strategic relationship development among investment advisory clients and prospects.  Charlie holds a B.A. in Statistics, with an Econometrics concentration, from the University of Virginia.

Michael Casey, Managing Director – Asset Management, has worked in commercial real estate for almost 30 years. Prior to joining Virtus, Michael was a 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 at Arcapita, 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 Arcapita’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 each of the 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 billion of real estate across all major product types and various geographies. Mr. Casey has a B.S. in Business Administration from The State University of New York at Buffalo with concentrations in accounting and finance.

Josh Colter, Managing Director – Acquisitions, is responsible for the firm’s multifamily investing efforts, with a focus on conventional, market-rate, and workforce housing.  In this capacity, he will focus on executing the firm’s investment strategy, sourcing joint venture partners and investment opportunities, and managing all aspects of underwriting, market research, due diligence, and closing.  Josh brings over 17 years of domestic and international experience in private equity, equity derivatives trading, and real estate investing, having closed over $2 billion of multifamily transactions.  Most recently, Josh co-led acquisitions for a national sponsor/operator within multifamily.  Josh holds a double master’s degree from EDHEC Business School in Financial Economics and Risk and Investment Management.  Prior to business school, Josh worked on Wall Street as an investment banker and completed his undergraduate studies in finance at the University of Central Florida.  He is an active member of the National Multifamily Housing Council (NMHC) and participates in annual fundraising for Best Buddies International.

Tosha Daugherty, Executive Assistant to the CIO and Investment Team, is responsible for providing administrative support, including scheduling and correspondence.  Tosha is a seasoned Executive Assistant with 10 years in the field.  Prior to joining Virtus, she worked as an executive assistant for Calvin Klein’s VP of Retail in New York City.  Having held positions in retail, Tosha has a strong ability to maximize efficiency and multitask in a fast-paced environment.  Originally from New York, she moved here to escape the cold and for new opportunities.  Tosha attended Columbus College of Art & Design in Columbus, OH with a focus on graphic design and photography.

Lori Delabruere, Director – 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.

Elva Figueroa, Office Administrator, is responsible for the day-to-day operations and management of the office.  Elva provides support for the Accounting and Operations departments, and she has more than ten years of experience in customer service.  Elva believes her professional strengths are rooted in human interactions and her time spent living in Central America.  Having worked at the Houston Police Credit Union and the Texas Hospital Association gives her an ability to tailor services for the needs of the clientele.  She received a BA in Political Science from Texas State University and is a Houston native.

Cameron Fiorita, Associate – Acquisitions, is responsible for underwriting, financial analysis, market research, and due diligence for multifamily and student housing investments nationwide. Prior to joining Virtus full-time, Cameron worked as an Originations & Production Analyst for Lument Capital in Columbus, OH.  Cameron holds a B.S.B.A. in Finance and a B.S.B.A in Real Estate & Urban Analysis from The Ohio State University.

Max Hand, Vice President – Acquisitions, is responsible for underwriting, financial analysis, market research and due diligence for multifamily and student housing investments nationwide. Prior to joining Virtus, Max worked as an Associate for Goldman Sachs in Dallas, TX where he sourced and structured financings for real estate acquisitions and developments across all asset classes. Max holds a B.B.A. in Finance and B.A. in Economics from The University of Texas at Austin and a M.B.A. in Finance and Real Estate from Southern Methodist University.

Dylan Harris, Associate – Acquisitions, is responsible for underwriting, financial analysis, market research, and due diligence for multifamily and student housing investments nationwide.  Prior to joining Virtus, Dylan worked as a Portfolio & Asset Management Analyst for DWS Group (RREEF) in San Francisco, CA.  Dylan holds a B.B.A. in Finance from The University of Texas at Austin.

Pat Hartigan, Executive Assistant to the CEO, is thrilled to be joining the team at Virtus.  He has supported the Executive Leadership Team at various organizations including Publicis Groupe, The New York Philharmonic, Love PR, and Princess Cruises, as well as serving as an Estate Manager.  Prior to his career as an Executive Assistant, Patrick had a 20 year career as a professional performer.  At 11 years old, he left home to join the American Boychoir as a boy soprano, performing in 42 states and 17 countries, singing with Beyoncé at the 77th Academy Awards, and winning the elusive Grammy Award with the ensemble, among other highlights.  Patrick earned his Bachelor of Music degree in Opera Performance at the University of North Carolina at Greensboro, which led him to being a finalist on season 2 of the vocal competition tv series, XFactor and as a Warbler on the hit TV Show, Glee.  Volunteer/ Philanthropic membership includes: Austin Pets Alive!, St. Edwards University Young Artist Mentor, Soka Gakkai International (SGI), & Equality Texas.

Tyrone Graves III, Property Accountant is responsible for reviewing and analyzing financial data from investment properties.  Prior to joining Virtus, Tyrone worked at Enterprise Holdings as a Senior Staff Accountant where he was responsible for preparing and overseeing the financials for numerous Enterprise Rent-A-Car branch locations within the Central and West Texas region. Tyrone holds a Masters of Professional Accountancy and a B.B.A. in Accounting from Stephen F. Austin State University.

Keith Innes, Managing Director, is responsible for leading the oversight and management of the firm’s institutional relationships.  Prior to joining Virtus, Keith was a private markets business development professional at Fiera Capital, (New York and London) a global asset management firm, covering a diverse range of institutional investors.  While at Fiera UK, Keith oversaw the firm’s UK real estate fund distribution.  Keith has been in the industry for 35 years and started his career on the fixed income desk of Lehman Brothers, where he worked in London, Hong Kong, Tokyo, and New York.  He has an MA in Political Economy with Honours from the University of Glasgow.

Jake Katzen, Vice President – 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.

Christopher Kott, Managing Director – 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.

Michelle Lackey, Transaction Coordinator, is responsible for managing all aspects involved in property acquisitions, property dispositions, and loan closings. She works closely with the General Counsel and all business units to facilitate pre and post-closing matters. Michelle has 15 years of experience as a paralegal in residential and commercial real estate. She holds an A.A.S in Paralegal Studies from Austin Community College.

Andrew Landram, Senior Associate – Asset Management, is responsible for the oversight, operating performance, and valuations for a selection of assets within Virtus’ portfolio of multifamily, student housing, self-storage, and education assets.  Prior to joining Virtus, Andrew worked as an Investment Analyst raising equity and debt capital for age-restricted multifamily development (Active Adult) at Sparrow Partners in Austin, Texas and originating multifamily construction loans at a regional commercial bank in Seattle, WA.  Andrew holds dual B.A.s in Accounting and Business Administration – Finance Concentration from Western Washington University.

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.

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.

Matthew McKee, Manager – Construction Management, is responsible for asset management support with oversight on multiple value-add and development deals.  Matthew’s responsibilities range from construction progress monitoring, budget management, and schedule analysis of both development and value-add projects.  Prior to joining Virtus, Matthew worked for Harvey-Cleary Builders and Bartlett Cocke General Contractors as an Assistant Project Manager.  His background includes precast parking structures, multi-family, shell office, tenant improvements, and K-12 projects.  Matt has experience in estimating, budget development and management, scheduling, and contract management.  Mr. McKee received his B.S. in Construction Management from Arizona State University.

Max Menefee, Analyst – Portfolio Analytics, is responsible for supporting leadership in producing firm-wide portfolio analytics.  Additionally, he aids the firm’s capital raising efforts by assisting in fund reporting and investment communication.  Prior to joining Virtus, Max worked as a Development Analyst at Urban Genesis in Austin, Texas, where he assisted in the evaluation and execution of the firm’s multifamily developments and managed property-driven data for delivered projects.  Max holds a BBA in Finance with a concentration in Real Estate from the University of Texas at Austin.

Lucie Morren, Associate – Investor Relations, is responsible for supporting the Investor Relations Team. This includes providing assistance in fund reporting and communications, as well as addressing questions from existing clients. Prior to joining Virtus, Lucie spent four years as an Investor Relations Analyst at Commerce Street Holdings in Dallas, TX. Ms. Morren holds a B.B.A. in Accounting from Texas Tech University.

Nick Mueller, Managing Director – Asset Management, is responsible for the oversight and performance of Virtus’ portfolio of multifamily, student housing, self-storage, and education assets. In his role, Nick is deeply involved with developing strategy, executing each asset’s business plan, and ultimately disposing of assets at the right time in order to maximize returns.  Prior to joining Virtus, Nick was an Analyst at Bank of America Merrill Lynch.  Nick is a founding member of Club Blue of the Austin Area, a non-profit organization that supports the Boys and Girls Clubs of the Austin Area.  Nick holds a B.B.A. in Finance from The University of Texas at Austin.

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.

Matt Powers, Vice President – 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.

Tyler Remmers, Associate – Acquisitions and Asset Management, is responsible for assisting in the underwriting and due diligence for prospective properties, conducting market and industry research, and providing asset-level performance and valuation for Virtus’ healthcare assets.  Prior to joining Virtus, Tyler worked as an analyst for the development team at Capri Communities in Milwaukee, WI.  Tyler holds a B.B.A. in Finance and Real Estate and an M.S. in Real Estate from The University of Wisconsin-Madison.

Taylor Robertson, Senior Fund Accountant, is responsible for supporting the Fund Management Team. Prior to joining Virtus full-time, Ms. Robertson interned at Virtus by providing support for the Fund Management team. Ms. Robertson holds a B.B.A. in Accounting from St. Edward’s University.

Logan Rocco, Analyst – Asset Management, is responsible for assisting in the underwriting and due diligence for prospective properties, conducting market and industry research, and providing asset-level performance and valuation for Virtus’ healthcare assets.  Prior to joining Virtus, Logan worked as an Analyst for Amherst Holdings in Austin, TX where he was involved in portfolio management, acquisition/development underwriting, and market level reporting of SFR assets nationwide.  Logan holds a B.B.A. in Real Estate from The University of North Carolina at Chapel Hill – Kenan Flagler Business School.

Bill Sanders, Analyst – Investor Relations, is responsible for supporting the Investor Relations Team. This includes assisting with client reporting and managing fund data.  Prior to joining Virtus, he worked for two years as an Associate at Dimensional Fund Advisors, where he supported the client services teams to build, maintain and strengthen global client relationships.  Bill holds a B.S. in Economics from the University of Houston.

Sam Scherer, Vice President – Investor Relations, is responsible for the firm’s capital development efforts and is committed to building strong relationships with investors and partners. Before joining Virtus, he served as the Director of Strategic Development at Vali Cyber, a venture-backed startup company, where he was responsible for developing and executing strategies to drive revenue. Sam was also an Infantry Officer and Army Ranger in the U.S. Army, serving in several units, including the 75th Ranger Regiment. Sam holds a B.S. in Industrial Engineering from Purdue University and an M.B.A. from The University of Texas at Austin.

Julia Scullion, Manager – Property Accounting is a responsible for reviewing and analyzing financial data from investment properties and has over three years of accounting experience. Prior to joining Virtus, Julia was an Audit Associate at Grant Thornton where she was responsible for auditing the financial statements for various companies. Julia also worked for Asset Plus Companies where she managed the full accounting cycle for student housing properties. Julia received a B.B.A. in Accounting from Sam Houston State University.

Megan Shah, Director – Investor Relations, is responsible for leading the Firm’s relationship management, investor reporting, operational due diligence, and marketing efforts, as well as providing support to the Firm’s capital raising initiatives.  Mrs. Shah has a decade of experience in client service and Fund reporting.  Prior to joining Virtus, Mrs. Shah served in a similar capacity on the Investor Relations team at CapRidge Partners, a value-add commercial real estate investment firm.  Other prior experience includes supporting the Investor Relations and Marketing team at Carlson Capital and serving as an Analyst on the Global Wealth Management team at BBVA (now PNC).  Mrs. Shah holds a B.S. in Applied Mathematics and a Minor in Finance from Auburn University.

Shalini Stockmans, Data Analytics, is responsible for optimizing business operations, data cleaning and engineering, overseeing integration of data visualization, and implementing creative technical solutions for the Virtus team. She is currently completing her B.S. in Mathematics, with a Minor in Business and Certificates in Computer Science, Data Science, and Applied Statistical Modeling from The University of Texas at Austin (‘24).

Austin Summy, Director – Asset Management, 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.

Alana Szilagyi, Associate – Acquisitions, is responsible for underwriting, financial analysis, market research and due diligence for multifamily and student housing investments nationwide.  Prior to joining Virtus, Alana worked as an Associate at Crow Holdings in Dallas, Texas, where she managed a 6 million square foot Logistics Portfolio and assisted in the evaluation and execution of strategic joint ventures across the U.S.  Alana holds a B.B.A. in Finance and a Certificate in Real Estate from The University of Texas at Austin.

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.

Julie Terry, Transaction Coordinator, works with all business units to insure all pre and post-closing requirements are met.  She works closely with General Counsel, and provides title and survey review, title research, document review, and drafting of legal documents.  Julie has 25 plus years of title, real estate, and closing coordinator experience.

Harrison Yeager, Analyst – Acquisitions and Asset Management, is responsible for assisting in the underwriting and due diligence for prospective properties, conducting market and industry research, and providing asset-level performance and valuation for Virtus’ healthcare assets.  Prior to joining Virtus, Harrison received his B.B.A. in Finance and Real Estate and his M.S. in Real Estate and Urban Land Economics from The University of Wisconsin – Madison.

Itzmi Yosioka, Senior 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.