Who We Are

At Civitas, we take pride in our team of accomplished financial and cultural experts. By drawing on their deep experience, we evaluate every opportunity to ensure that it meets each client’s unique requirements. We dig deeper to find investments that others miss, drawing on a network of top specialists to identify compelling, high-quality opportunities.

Executive Team

Daniel J. Healy Chief Executive Officer

Daniel J. Healy

Chief Executive Officer

Read Bio
co-founder of Civitas Capital Group

Rafael Anchia

Managing Director

Read Bio

Jonathan Kern

President & Chief Investment Officer

Read Bio

Steven Suss

Managing Director & Chief Financial Officer

Read Bio

Senior Leadership Team

Olof Akesson - Managing Director, Head of Investor Relations - Civitas Capital Group

Olof Akesson

Managing Director, Investor Relations

Read Bio

Caroline Lerner Perel

Managing Director & Portfolio Manager

Read Bio
President & Chief Investment Officer of Civitas Alternative Investments

David Perel

Managing Director & Head of Lodging Investments

Read Bio
Director, Investor Relations at Civitas Alternative Investments

Claudia Betancourt

Director, Investor Relations

Read Bio
Tillie Borchers - Director, Investments

Tillie Borchers

Director, Asset Management

Read Bio
Eric Celeste - Director, Communications

Eric Celeste

Director, Marketing & Communications

Read Bio

Nikki Aquino Gill, CFA

Director, Investor Relations

Read Bio
Director of Investments at Civitas Capital Group

David Lee, CFA

Director, Investments

Read Bio
Manuel F. Ortiz - Director, Head of EB-5 Investor Relations at Civitas Capital Group

Manuel F. Ortiz

Director, Investor Relations

Read Bio
Irene Shen, Director, Investor Relationst of Civitas Alternate Investments

Irene Shen

Director, Investor Relations

Read Bio

Team Member

Alec Bowers - Controller, Lodging Investments

Alec Bowers

Associate Vice President, Tax & Fund Accounting

Alex Miller

Analyst, Marketing & Communications

Bamboo Lin - Civitas Capital Group Team Member

Bamboo Lin

Associate Vice President, Marketing & Communications

Bill Dunne - Vice President, Compliance

Bill Dunne

Vice President, Compliance

Cecily Hill

Analyst, Investor Relations

Chandler Kyser - Associate, Investments

Chandler Kyser

Associate, Investments

Don Lemon - Senior Advisor

Donald Lemon

Vice President, Investor Relations

Associate Vice President, Investor Relations of Civitas Alternate Investments

Eden Ham

Associate Vice President, Investor Relations

Greg Perry - Vice President, Lodging Investments

Greg Perry

Vice President, Lodging Investments

Ingrid Kubasova - Civitas Capital Group Team Member

Ingrid Kubasova

Executive Assistant

Jayson Vail - Civitas Capital Group Team Member

Jayson Vail

Associate Vice President, EB-5 Operations

Jerry Flemons - Civitas Capital Group Team Member

Jerry Flemons

Senior Vice President, Lodging Investments

Justin Jesalosky - Analyst, Tax & Fund Accounting

Justin Jesalosky

Senior Associate, Tax & Fund Accounting

Justin Temple - Senior Associate, Investments

Justin Temple

Senior Associate, Investments

Leona Li - Civitas Capital Group Team Member

Leona Li

Analyst, Investor Relations

Matt Tanamach - Civitas Capital Group Team Member

Matt Tanamachi

Associate Vice President, Corporate Finance

Matthew Mckenzie

Associate, Investor Relations

Melanie Pugmire - Civitas Capital Group Team Member

Melanie Pugmire

Vice President, Lodging Investments

Mian Chen - Civitas Capital Group Team Member

Mian Chen

Vice President, Investor Relations

Phuong Tran - Senior Associate, Tax & Fund Accounting

Phuong Tran

Associate Vice President, Tax & Fund Accounting

Rootvik Patel - Civitas Capital Group Team Member

Rootvik Patel

Vice President, Investments

Ryan Monteiro

Vice President, Tax & Fund Accounting

Sharon Roquemore-Smith - Director of First Impressions - Civitas Capital Group

Sharon Roquemore-Smith

Director of First Impressions

Sonja Milton

Vice President, People Experience

Senior Investor Relations of Civitas Capital private real estate investment

Stephanie Fang

Associate Vice President, Investor Relations

Susan Farley - Civitas Capital Group Team Member

Susan Farley

Executive Assistant

Tashua Perry - Analyst, Treasury Services

Tashua Perry

Analyst, Treasury Services

Viresh Ohri

Associate Vice President, Investor Relations

Zoe Xing - Civitas Capital Group Team Member

Zoe Xing

Senior Associate, Lodging Investments