ABOUT Our People

Leadership with deep experience across market cycles

Global Executive Team

North America

290+ Employees

2 Offices

Europe

440+ Employees

10 Offices

Asia Pacific

40+ Employees

5 Offices

Senior Executive Team
Jefffurber
Jeff Furber
AEW Global Chief Executive Officer

Global

Jeff Furber is Global Chief Executive Officer of AEW.  Mr. Furber has oversight responsibility for AEW’s global business across North America, Europe and Asia and is responsible for AEW’s strategic direction and for managing the firm’s resources.  He is a member of the firm’s Investment Committees in North America, Europe and Asia and the firm’s Risk Management and ESG Committees.  Mr. Furber has 34 years of real estate investment experience, including 21 years in his capacity as CEO of AEW. He joined AEW in 1997 from Winthrop Financial Associates, a wholly-owned subsidiary of Apollo Advisors, where he served as Managing Director of Winthrop and as President of Winthrop Management. In these capacities, he was responsible for acquisitions, asset management and capital markets activity, including the sourcing of equity and mezzanine debt investments. Mr. Furber is a member of the Board of The Howard Hughes Corporation (NYSE: HHC), STAG Industrial, Inc. (NYSE: STAG) and Boston Children's Hospital Trust. He is a graduate of Dartmouth College and Harvard Business School.

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Jonathan Martin
AEW Chief Executive Officer

North America

Jon Martin is the Chief Executive Officer of AEW Capital Management, North America. He has overall responsibility for AEW’s strategic business goals and day-to-day operations. He is a member of the firm’s Management Committee and Risk Management Committee. Prior to assuming his role as COO in early 2017, he was a Portfolio Manager for the AEW's U.S. Core Strategy. Mr. Martin has over 26 years of real estate experience and has been with AEW since 2001. Prior to joining AEW, he worked for ten years as a Senior Manager with PricewaterhouseCoopers, LLP, where he was an auditor and financial consultant specializing in the real estate and mortgage banking industries. He is a graduate of the University of Notre Dame (B.A.) in Finance and Accounting.

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Piper Sheer
Managing Director, AEW Chief People Officer

North America

As AEW's Chief People Officer, Piper Sheer directs the activities of AEW's Human Resources Group. Ms. Sheer is involved in a number of the Firm's committees and is Co-Chair of the AEW Diversity, Equity & Inclusion Committee. She has more than 27 years of broad-based human resources experience.  Prior to joining AEW in April 2018, Ms. Sheer served as the Managing Director for the Global Human Resources Group at State Street Bank. Prior to that, she spent 15 years in Human Resources at IDG. Ms. Sheer is a graduate of University of Vermont (B.A.).

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Michael Byrne
AEW Chief Investment Officer, Head of Private Equity & Debt

North America

Mike Byrne is a Chief Investment Officer and Head of Private Equity & Debt for North America.  In addition, he serves as Senior Portfolio Manager for the U.S. Core Strategy. In his role as Portfolio Manager, he is responsible for overseeing all aspects of the Fund’s investments and operations, as well as working closely with AEW’s Investor Relations group on marketing and investor relations activities for the Fund. Mr. Byrne is a member of the firm’s Investment Committee and Risk Management Committee. Prior to assuming his role as Portfolio Manager, Mr. Byrne was a Senior Acquisitions Officer responsible for sourcing, negotiating and underwriting new investment opportunities for AEW’s Direct Investment Group. Since joining AEW in 2003, he has completed over $3.5 billion of new investment transactions in office, industrial, multifamily, student housing, and senior housing communities. Mr. Byrne has also served as Portfolio Manager for one of the firm’s institutional separate account clients, a large public pension fund, which he remains active on today. Prior to joining AEW, he was a member of the real estate investment team for Massachusetts’ state pension fund, The Pension Reserve Investment Management Board (“PRIM”). While at PRIM, Mr. Byrne was responsible for managing the real estate and timber portfolios. Prior to that, he worked at Citigroup/Salomon Smith Barney, working for the company’s real estate investment banking franchise. Mr. Byrne is a member of the Urban Land Institute (U.L.I.) and a graduate of Dartmouth College (A.B.).

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JT Straub
Managing Director, Head of AEW Real Estate Securities

North America

J.T. Straub is a Director of the firm and oversees AEW’s securities team in Boston, London and Singapore. He is also a member of the firm’s Risk Management Committee. Mr. Straub brings over 26 years of experience in the financial services industry. Prior to joining the firm, he was a Principal at CBRE Clarion Securities, where his responsibilities included institutional client coverage, consultant relations and product solutions. He is active within the real estate community and is a member of the Pension Real Estate Association (PREA), the Defined Contribution Real Estate Council (DCREC) and the Defined Contribution Institutional Investment Association (DCIIA). Mr. Straub is a graduate of Connecticut College where he earned a B.A. in economics with distinction and government. He holds a Certified Investment Management Analyst (CIMA) designation, administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania.

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Jay Struzziery
Managing Director, Head of AEW Investor Relations

North America

Jay Struzziery is a Managing Director at AEW with overall responsibility for the firm’s Investor Relations. His broad experience at the firm includes responsibility for marketing AEW’s investment services and for developing and maintaining client and consultant relationships, as well as strategic partnerships. He is a member of the firm’s Risk Management Committee. Mr. Struzziery joined AEW in 2004 from Morgan Stanley and prior to that he was an analyst at Goldman, Sachs & Co. in the Fixed Income Capital Markets group, working with U.S. corporations. Mr. Struzziery graduated from Villanova University (B.A.) and is a CFA charterholder, as well as a member of the CFA Institute and the CFA Society Boston.

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Michael Acton
Managing Director, Head of AEW Research & Strategy, North America

North America

Mike Acton, CFA, is a Managing Director of the firm and AEW’s Head of Research & Strategy with responsibility for directing the activities of AEW Research, the firm’s in-house research group. He works closely with the Fund’s investment management team in the development of the Fund’s investment strategy and criteria. Mr. Acton joined the firm in 1990 and has 34 years of experience as an economic analyst and forecaster. He is a standing member of the firm’s Investment Committee, Management Committee and Risk Management Committee. The resources of AEW Research are an integral part of AEW’s investment process and Mr. Acton works closely with senior professionals in all areas of the firm to develop investment strategies that match clients’ risk/reward objectives with market opportunities. Mr. Acton is also a member of the firm’s Compliance Committee. Prior to joining AEW, he was with DRI/McGraw-Hill where he managed the Metropolitan Area Forecasting Service. He is a graduate of Bates College (B.A.) and a CFA charterholder.

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James Finnegan
Managing Director, AEW General Counsel and Chief Compliance Officer

North America

Jay Finnegan is a Managing Director and AEW’s General Counsel and Chief Compliance Officer. He is a member of AEW’s Management Committee, Investment Committee, Risk Management Committee, Audit Committee and Compliance Committee. He has 32 years of legal experience, including private practice with major New York City (Milbank, Tweed, Hadley & McCloy) and Boston (Ropes & Gray) law firms. Mr. Finnegan joined AEW in 1993 and has been actively involved in all aspects of AEW’s investment activities, including the creation and implementation of real estate investment and portfolio management strategies for institutional investors. He is a member of the General Counsel section of the National Association of Real Estate Investment Managers. He is a graduate of the University of Vermont (B.A. - Economics) and Fordham University School of Law (J.D.).

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Seth Berger
Managing Director, AEW Chief Financial Officer

North America

Seth Berger is the Chief Financial Officer of AEW Capital Management and a Managing Director at the firm, and he oversees the corporate finance department, which encompasses corporate accounting, tax, treasury and payroll functions.  Prior to joining AEW in early 2018, Mr. Berger spent over 18 years at MFS Investment Management in various Corporate Finance positions, the latest being Senior Group Controller and Head of Financial Planning; and before that, he was a Senior Auditor with Arthur Andersen LLP.  He is a graduate of Boston University’s School of Management (BSBA) with a concentration in Accounting.

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Marc Davidson
Executive Managing Director, AEW Private Equity

North America

Marc Davidson is an Executive Managing Director of AEW Private Equity in North America and serves on the firm’s Investment Committee and Risk Management Committee for the region.  Previously Marc was the Head of AEW’s Partners Group, a series of opportunistic (real estate) private equity funds sponsored by AEW, where he was responsible for overseeing the funds' resources, strategic direction, investment strategy and portfolio management. He has over 37 years of experience in real estate portfolio and asset management, investment acquisition and structuring, property management, and development, as well as extensive experience working with national developers and large institutional property owners. Prior to joining AEW, Mr. Davidson worked at Coopers & Lybrand as a Senior Manager in the Real Estate and Reorganization Groups, where his areas of expertise included financial analysis and planning, forecasting, development of internal management controls, deal structuring, and investment analysis. Prior to that, he served as a commercial real estate controller at several real estate development and management companies, including Winthrop Management, The Linpro Company and Charter Development Company. Mr. Davidson is a graduate of Bentley College (B.S.).

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Robert Plumb
Executive Managing Director, AEW Private Equity

North America

Bob Plumb is an Executive Managing Director of AEW’s Private Equity in North America and serves on the firm’s Investment Committee and Risk Management Committee for the region.  Previously led, Mr. Plumb AEW’s Direct Investment Group's acquisitions and capital markets teams, responsible for sourcing, negotiating, underwriting and closing investment opportunities for AEW’s core and value-added clients. Mr. Plumb has 36 years of real estate experience, including extensive acquisitions and portfolio management experience. During his career, he has been responsible for the acquisition and structuring of over $25 billion of real estate transactions. He joined the firm in 1989 as an asset manager with a significant focus on industrial and office properties in California and the southwestern U.S. Prior to that, he worked for the Kuwait Investment Office as an Investment Manager for its U.S. real estate and alternative investment portfolio. He is active in the senior leadership of the Urban Land Institute (ULI). Mr. Plumb is a graduate of Trinity College (B.A.) and Columbia University (M.S.).

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Daniel Bradley
Director and Senior Portfolio Manager, AEW Private Equity

North America

Dan Bradley is a Director at AEW and Senior Portfolio Manager for AEW's core open-end strategy. Prior to assuming responsibility for the AEW Core Property Trust, Mr. Bradley oversaw separate account portfolios totaling approximately $5.5 billion of gross client assets. He has 35 years of real estate investment and portfolio management experience. Mr. Bradley joined AEW in 1999 from his position as Managing Director of Portfolio Management for GE Capital Investment Advisors, where he was responsible for developing and directing the execution of clients’ investment strategies and was a member of the firm’s Senior Management Group and Investment Committee. Previously, Mr. Bradley served as the company’s Managing Director of Asset Management, where his responsibilities included the management of a portfolio of assets totaling approximately $1.5 billion. Mr. Bradley is a graduate of Bethany College (B.A.) and Northeastern University (M.B.A.).

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Alec Burleigh
Director and Portfolio Manager, AEW Private Equity

North America

Alec Burleigh is a Portfolio Manager in AEW's Direct Investment Group, with responsibility for three real estate equity separate account portfolios representing in excess of $2 billion in client capital.  Mr. Burleigh has lead Portfolio Manager responsibilities for one separate account, and works closely with the Senior Portfolio Managers on his two remaining accounts in developing the annual portfolio business plan including new acquisitions and asset sales.   He has 32 years of real estate finance and portfolio management experience encompassing all major property types. Mr. Burleigh joined AEW in 1997 as a Senior Portfolio Controller, responsible for the financial reporting and management of real estate separate accounts and co-mingled funds containing assets throughout the U.S. He later served as Asset Manager for several office and industrial properties. Prior to joining AEW, Mr. Burleigh was employed with First Data Investor Services Group and The Boston Company (1989-1997), where he was a Senior Portfolio Controller, specializing in real estate limited partnerships. Prior to that, he was employed at Boston Federal Savings Bank (1986-1989). Mr. Burleigh is a graduate of the University of Connecticut (B.A.).

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Sara Cassidy
Managing Director and Senior Portfolio Manager, AEW Private Equity

North America

Sara Cassidy is a Managing Director at AEW and Senior Portfolio Manager for AEW's U.S. open-end, core strategy. In this role, she is responsible for overseeing all aspects of the Fund’s investments and operations as well as working closely with investor relations on marketing and providing support to the Fund’s investors. She co-chairs the firm’s Diversity & Inclusion Committee and is also a member of AEW’s Talent Committee.  Ms. Cassidy joined the firm in 2018. Prior to joining AEW, Ms. Cassidy had been with J.P. Morgan Asset Management since 2006, and she most recently held the title of Executive Director. In that role, she was responsible for the origination and structuring of real estate investment transactions in the Northeast, focusing on acquiring core, value-add and opportunistic office, residential, retail and industrial real estate. Prior to J.P. Morgan, she was a vice president with Related Capital, where she was an acquisitions officer for the tax credit equity group and an associate with Joseph J. Blake and Associates, a commercial real estate appraisal firm. Ms. Cassidy holds a B.A. in finance from Boston College and serves as a council member for the Urban Land Institute (ULI) and is a past President of NAIOP Massachusetts.  



Redmond Costello
Redmond Costello
Managing Director, Chief Technology Officer

North America

Redmond Costello is a Managing Director and Chief Technology Officer at AEW.  In this capacity, he is responsible for both the day-to-day management and operations of technology infrastructure and information systems across all of AEW’s US and international offices.  This includes defining IT initiatives, developing and implementing IT strategy, overseeing system implementations, ensuring availability and support of technology infrastructure and managing all technology-related expenses and acquisitions.  Prior to joining the firm, Mr. Costello worked for eight years at PricewaterhouseCoopers, LLP, where he was an auditor and systems consultant specializing in the real estate industry.  Mr. Costello is a graduate of Holy Cross (B.A.) and Northeastern University (M.S., M.B.A.).  He is also a former CPA in Massachusetts. 

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Anthony Crooks
Managing Director and Senior Portfolio Manager, AEW Private Equity

North America

Tony Crooks is a Managing Director at AEW and Senior Portfolio Manager for AEW Partners Funds with responsibility for investment origination and asset management, as well as assisting in overseeing the Fund’s operations and strategic direction. Mr. Crooks is a member of AEW’s Investment Committee and Risk Management Committee. Since 2000, he has invested and managed over $2.8 billion dollars in the office, multifamily residential and mixed-use sectors. He is currently responsible for office, retail, residential, industrial and debt acquisitions in New York, New Jersey, Pennsylvania and Florida Markets.  He also leads the Partners Funds in all healthcare related investments and asset management domestically and in Canada. During his tenure at AEW, Mr. Crooks has been involved in acquisitions, dispositions, financing, asset management and portfolio management for a wide variety of commercial real estate product types across North America. Prior to joining AEW in 2000, Mr. Crooks served as an Equity Analyst with Thomson Financial.  He currently is a member of the American Senior Housing Association (ASHA) and Urban Land Institute (ULI).  He is a graduate of Northeastern University (B.S.B.A.) and a CFA charterholder.

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Alfred Della Porta
Managing Director, AEW Capital Markets

North America

Al Della Porta is a Managing Director in AEW’s Capital Markets Group with responsibility for financings, subordinate debt investment originations, and strategic asset dispositions on behalf of the firm’s institutional clients and funds. Since joining AEW in 1998, he has executed over $10 billion of capital market transactions including project and entity level financings as well as over $250 million of mezzanine and B-note investments across various markets and property types including multifamily, industrial, office, senior housing and hotels. Prior to joining AEW, he worked for Konover & Associates, a private retail developer. Mr. Della Porta is a graduate of the University of Connecticut and holds a bachelor’s degree in Real Estate & Urban Economics. He is an active member of the Urban Land Institute, National Association of Industrial and Office Properties and Mortgage Bankers Association.

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Daniel Jacobson
Director, AEW Capital Markets

North America

Dan Jacobson joined AEW in 2013 to specialize in high yield debt and preferred equity investments for the firm’s Direct Investment Group. Mr. Jacobson has over 17 years of commercial real estate investment experience investing in direct equity, JV equity and structured debt investments across all product types domestically. Prior to joining AEW, Mr. Jacobson acted as a principal investor at CrossHarbor Capital, an institutional commercial real estate fund manager. At CrossHarbor, Mr. Jacobson invested on behalf of the firm’s fully discretionary institutional fund in opportunistic equity and high-margin debt opportunities across all asset classes, primarily in the United States and Bermuda. Prior to CrossHarbor Capital, Mr. Jacobson worked at Merrill Lynch where he originated primarily mezzanine debt and preferred equity in commercial real estate assets across the United States. Mr. Jacobson is a graduate of Cornell University (B.A.) and the MIT Sloan School of Management with a major in Real Estate (M.B.A.).

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Joshua Heller
Managing Director and Head of AEW Acquisitions, East Coast

North America

Josh Heller is a Managing Director in AEW Private Equity, North America.  Working out of AEW’s Boston office, Mr. Heller is an acquisitions specialist responsible for sourcing, underwriting, negotiating and closing new acquisition and development opportunities in New York/New Jersey and the Midwest. He also assists with portfolio management duties for one of the firm’s institutional clients, a large private pension fund. In addition, Mr. Heller manages AEW’s speculative industrial development program with one of the firm’s institutional clients. Since joining AEW in 2011, Mr. Heller has completed over $1.5 billion of transactions in wide variety of deal structures including direct real estate acquisitions, speculative ground up developments, joint venture partnerships and mezzanine loans.

 

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Lily Kao
Managing Director and Senior Portfolio Manager, AEW Private Equity

North America

Lily Kao is a Managing Director at AEW and Senior Portfolio Manager for AEW's U.S. open-end, core strategy.  In this role, she is responsible for overseeing all aspects of the fund’s investments, operations as well as working closely with investor relations on marketing and providing support to the Fund’s investors.  She co-chairs the firm’s Social Committee, which oversees the firm’s social responsibilities in conjunction with  AEW’s ESG+R Steering Committee. In addition, she is also a member of AEW’s Diversity & Inclusion Committee and Talent Committee.  Ms. Kao has been with the firm since 1998. Prior to joining the Core Property Trust team, Ms. Kao served as the Asset Management Team Leader for AEW’s Los Angeles office where she was responsible for overseeing a team of over 15 professionals responsible for the management of a $5 billion West Coast portfolio consisting of over 19 million square feet of commercial property and 10,000 multifamily units.  Ms. Kao holds a B.S. in business administration from the University of Southern California. 

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Mark Morrison
Director and Portfolio Manager, AEW Private Equity

North America

Mr. Morrison is a Director and Portfolio Manager in AEW’s Private Equity Group.  Based in AEW’s Boston office, Mr. Morrison is responsible for managing portfolio assets across the core through value-added spectrum that represent all major property types and most significant U.S. markets, in addition to sales and new acquisitions.  Mr. Morrison has 16 years of real estate experience spanning portfolio management, acquisitions and accounting.   Prior to transitioning to the role of Portfolio Manager, Mr. Morrison served as an acquisition specialist for several years responsible for sourcing, underwriting, negotiating and closing new investment opportunities.  Prior to that, Mr. Morrison was based in AEW’s Singapore office where he served as Financial Controller for AEW Value Investors Asia, a pan-Asian closed-end fund.   Prior to joining AEW in 2008, he was a Senior Accountant at Ernst and Young, with a primary focus on publicly traded REIT’s.  Mr. Morrison has a B.S. in Business Administration from Babson College and is a Certified Public Accountant, inactive.  Mr. Morrison is also a CFA charterholder.

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Thomas Mullahey
Managing Director and Head of AEW Acquisitions, West Coast

North America

Tom Mullahey is a Managing Director of Private Equity, North America and head of AEW’s Los Angeles office. Mr. Mullahey is also a member of the firm’s Risk Management Committee.  He has 36 years of real estate experience and is responsible for overseeing the management of a variety of investment assets, located primarily in the western U.S. Mr. Mullahey is also involved in sourcing and underwriting office and industrial investment opportunities in West Coast markets. He joined the firm in 1995 after spending ten years at L.J. Melody and Company as correspondent to Copley Real Estate Advisors and New England Mutual Life Insurance Company. Mr. Mullahey is a member of the Urban Land Institute (U.L.I) and a graduate of the University of Arizona (B.S.).

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Ronald Pastore
Director and Portfolio Manager, AEW Private Equity

North America

Ron Pastore is the Senior Retail Portfolio Manager in AEW’s Private Equity Group. In this capacity he oversees AEW’s retail portfolio with particular emphasis on super regional malls, urban specialty centers and retail-oriented mixed-use projects.  Mr. Pastore brings to his position over 30 years of real estate experience, including extensive experience managing joint ventures, complex redevelopment projects, financings and dispositions at both the asset and portfolio level.  He served as managing partner for separate ventures that owned historic Union Station in Washington D.C. and Woodfield Mall in Chicago, and currently serves in a similar capacity for Arden Fair Mall in Sacramento, California. He previously served on the partnership committee of the Taubman Realty Group and was a key player in the restructuring of the Taubman UPREIT in 1998. Mr. Pastore joined AEW in 1993 from Himmel/MKDG, where he was responsible for retail asset management, development planning and joint venture structuring. Prior to Himmel/MKDG, Mr. Pastore was a consulting city planner responsible for financing and managing infrastructure improvement and downtown revitalization projects in New England. He is a member of the International Council of Shopping Centers (ICSC). Mr. Pastore is a graduate of Bowdoin College (B.A.), Harvard University’s Kennedy School of Government (Masters in City and Regional Planning) and MIT’s Sloan School (M.B.A.).

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Steve Sechko
Managing Director and Portfolio Manager, AEW Private Equity

North America

Steve Sechko is a Managing Director of the firm and a Portfolio Manager in the AEW Partners Funds group with responsibility for investment origination and asset management on the East Coast. During his tenure at AEW, Mr. Sechko has been involved in acquisitions, asset management, dispositions, and financing for a wide variety of commercial real estate product types and strategies across the United States. He is also a member of the Firm's Diversity, Equity & Inclusion Committee. At AEW, Mr. Sechko has been involved in acquisition transactions across the risk/return spectrum with a value in excess of $1.5 billion. Mr. Sechko joined the firm in March 2002. Prior to joining AEW, Mr. Sechko worked for Citigroup in their Financial Management Leadership Development Program. Mr. Sechko is a graduate of Boston College (B.S.).   

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Kevin Stotts
Director, AEW Capital Markets

North America

Kevin Stotts is a Director of the firm and Head of AEW’s Capital Markets Group. Mr. Stotts has responsibility for overseeing AEW’s debt financings for new acquisitions of core and value-added opportunities as well as financing of the firm’s existing portfolio of assets. He manages a team that works closely with the firm’s portfolio and asset management teams to develop strategy, advise clients and execute the placement of $2.0 billion per year of property and fund level financing across all property types. Mr. Stotts has over 32 years of commercial real estate experience in both debt and equity roles. Since joining AEW in 1995, Kevin has completed over $20 billion of disposition and financing transactions. Prior to AEW, he held positions in asset management and loan servicing at The Travelers Insurance Co. with a significant focus on loan workouts and restructuring. Mr. Stotts is a member of the Mortgage Bankers Association and a former chair of the Capital Markets Committee of the National Association of Office and Industrial Parks (NAIOP). He is a graduate of Southern Methodist University (B.B.A).

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Brian Sunday
Managing Director and Senior Portfolio Manager, AEW Private Equity

North America

Brian Sunday is a Managing Director of the firm and Senior Portfolio Manager for the AEW's core plus/value-add seniors housing real estate strategy.  In his role as Senior Portfolio Manager, he is responsible for overseeing all aspects of the Funds and is a voting member of the Funds’ Investment Committee. Prior to assuming his role as Senior Portfolio Manager, Mr. Sunday was the Funds’ Portfolio Manager, where he assisted with all day-to-day management and operations of the Funds’. Since joining the AEW Direct Investment acquisitions team in 2005, he has completed investments totaling over $2.5 billion in the senior housing sector, including age-restricted, independent living, assisted living, and memory care facilities in metropolitan markets throughout the U.S.  Before joining AEW, Mr. Sunday worked at AMC Delancey Group and PricewaterhouseCoopers.  Mr. Sunday is a graduate of Villanova University (B.S.).

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Gina Szymanski
Managing Director and Portfolio Manager, AEW Real Estate Securities

North America

Gina Szymanski is a Managing Director of the firm and a Portfolio Manager in the firm’s Real Estate Securities Group for diversified strategies in the U.S. and North America. She is also a member of the Global Securities Allocation Committee, the ESG&R Committee and the Diversity, Equity & Inclusion Committee. Prior to joining AEW, Ms. Szymanski worked at Putnam Investments for over 15 years where she most recently held the title of Senior Analyst. In this role, she managed the REIT sleeve of Putnam's Research Fund and was a member of the Global Equity Research team where she was focused on stock selection and modeling for the REIT sector, Banks, Insurance and Diversified Financials. Ms. Szymanski has held roles as a Portfolio Member of the Small & Mid Cap Value team focused on Financials, Consumer and Industrials as well as a Portfolio Member of the Quantitative Equity Research team. Prior to joining Putnam Investments, Ms. Szymanski held risk management and forensic accounting roles at CIBC World Markets and Matson, Driscoll & Damico Ltd, respectively. Ms. Szymanski earned an Honors Bachelor of Mathematics in Economics and Business Administration from the University of Waterloo and a Master of Science in Finance from Carnegie Mellon University. She is a CFA charterholder, a member of the CFA Institute and the CFA Society Boston.

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Matthew Tracy
Director and Portfolio Manager, AEW Private Equity

North America

Matt Tracy is a Portfolio Manager with responsibility for managing two separate accounts totaling approximately $2.0 billion in gross asset value.  He has over 32 of experience in real estate investment management and finance Mr. Tracy joined AEW in 1996 as a Portfolio Controller, responsible for the financial reporting, management, and disposition of client assets throughout the U.S.  He later served as Asset Manager for a several office, industrial, and independent living properties.  Prior to joining AEW, Mr. Tracy worked at Saunders Real Estate Corporation, specializing in commercial, residential and condominium property management. He is a Certified Commercial Investment Manager (CCIM), a member of the New England CCIM network, is a licensed Massachusetts Real Estate Broker and is a graduate of the University of Massachusetts (B.A.).

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Jonathan Watson
Managing Director and Portfolio Manager, AEW Private Equity

North America

Jon Watson is a Managing Director of the firm and Portfolio Manager in the AEW Partners Funds group with responsibility for investment origination and asset management on the West Coast. During his tenure at AEW he has been involved in the acquisition, disposition, financing, and asset management for a wide variety of commercial real estate product types totaling in excess of $1.5 billion in value.  Prior to joining AEW, Mr. Watson was with Thomas Properties Group (NASD: TPGI), where he was involved in acquisitions, asset management, leasing and development services for a multi-million square foot office portfolio. He graduated Magna Cum Laude from the University of Southern California’s Marshall School of Business (B.S.).

North America

Investor Relations Team
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Candida Hoeberichts
Director, Investor Relations

North America

Candida Hoeberichts is a Director in AEW Investor Relations with responsibility for marketing AEW’s investment services and for developing and maintaining client and consultant relationships in the western United States. Based in San Francisco, Ms. Hoeberichts has over 26 years of institutional real estate experience. Prior to joining AEW, she led the West Coast client service and business development effort for Metropolitan Real Estate Equity Management. Prior to her position at Metropolitan, she was a portfolio manager at Deutsche Bank Asset & Wealth Management (formerly RREEF), where her responsibilities included designing and executing strategies for separate account clients. She has also held positions at KPMG, Merrill Lynch and Cushman & Wakefield. Candida earned her B.S. from Syracuse University and a Master of Science in Real Estate Finance from New York University.

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Emily Margolis
Director, Investor Relations

North America

Emily Margolis is a Director in AEW’s Investor Relations Group with responsibility for marketing AEW’s investment services and for developing and maintaining client and consultant relationships. Ms. Margolis joined AEW in 2013 from Colony Realty Partners (CRP), where she worked with current and prospective investors on all aspects of capital sourcing, marketing and investor relations. Prior to that, she was the Director of Research for Lincoln Property Company in Boston and also worked in the research department of Cushman & Wakefield. She earned her B.A. from Bates College and a Master of Real Estate Development from the Massachusetts Institute of Technology.  

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Suzanne Martinez
Director, Investor Relations

North America

Suzanne Martinez is a Director in AEW Investor Relations with responsibility for marketing AEW’s investment services and for developing and maintaining client and consultant relationships.  Prior to joining AEW, Ms. Martinez was a Senior Managing Director in the Client Capital Group at LaSalle Investment Management.  In this capacity, she worked with current and prospective investors on all aspects of capital sourcing, marketing and investor relations. Prior to that, she held capital markets roles at Avison Young and JLL, where she directed investment sales and transaction advisory efforts.  Ms. Martinez earned her B.A. from the University of Illinois at Urbana-Champaign in Communications and Marketing and earned her MBA from Northwestern’s Kellogg School of Management. She also holds FINRA Series 7 and 63 licenses.   

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Nicole Nicdao
Vice President, Investor Relations

North America

Ms. Nicdao is a Vice President and the Head of Intermediary Solutions in AEW’s Investor Relations team. Prior to joining AEW, Ms. Nicdao was a Strategic Relationship Manager at Goldman Sachs Asset Management (GSAM), where she managed some the largest intermediary clients across multiple channels. Her primary focus was on business development where she was responsible for negotiating new partnerships and securing commercial opportunities across all of GSAM’s investment solutions. Prior to joining GSAM, Ms. Nicdao played a key role in leading the development and growth of S&P Global’s Investment Advisory Services business. She has also held positions at Blackrock, AllianceBernstein, Citigroup and Morgan Stanley.  Ms. Nicdao earned a BA from Rutgers University.