Investment Team

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Jonathan F.P. Rose

Nathan D. Taft

Nicole Sherwood 

R. Tom Boonyasai

Andrew Hacker

Stephanie Wright

Charles J. Perry

Theresa Bell

Wendy Rowden

Greg Dwornikowski

Virginia Plithides

Clayton J. McPhail

Nami Park

Louisa Cruickshank-Mills

Tom Loftus

 

Jonathan F.P. Rose
President, Jonathan Rose Companies

Mr. Rose founded Jonathan Rose Companies in 1989. Known as an innovator in green building and smart growth development, Mr. Rose has over 30 years of experience acquiring, developing and owning large scale multi-family and commercial properties. He provides daily strategic direction to the firm’s management team and chairs its Investment Committee. Mr. Rose is a trustee of the Urban Land Institute, Enterprise Community Partners, and the National Resources Defense Council and chairs the Trust for Public Land’s National Real Estate Committee. He also serves as a trustee of the Brooklyn Academy of Music and serves on Yale University’s School of Forestry and Environmental Leadership Council. Mr. Rose is a former partner of Rose Associates, a leading owner, developer and investor in New York City since the 1920s. Mr. Rose graduated from Yale University with a B.A. in Psychology and Philosophy and received a Masters in Regional Planning from the University of Pennsylvania.		 Wendy Rowden
Managing Director

Ms. Rowden was appointed Managing Director of Rose Investments in 2009. She is responsible for all aspects of the firm’s investment management business, including acquisitions, financing, asset management, and investor relations. She is a member of the firm’s Investment and Management Committees, bringing more than 25 years of institutional real estate experience to her role. Prior to joining Jonathan Rose Companies, Ms. Rowden served as Vice President, General Counsel and Secretary of the Rockefeller Group, the U.S. Subsidiary of Mitsubishi Estate Co., one of the largest real estate concerns in the world. Ms.Rowden is past president of WX. She is a former member of the Board of Trustees of Maimonides Medical Center and Safe Space NYC (where she served as Board Chair). She is also a former member of the Board of Directors and Executive Committee of Cushman & Wakefield.  A member of the Urban Land Institute (Women’s Leadership Initiative; Urban Development/Mixed Used Council), the Pension Real Estate Association (Green Building and Sustainability Group) and the Real Estate Board of New York (Economic Development Committee), Ms. Rowden is a frequent featured speaker on smart growth investments and the greening of existing buildings. She holds degrees from Brown University, University of Michigan and New York University.
Nathan D. Taft
Director of Acquisitions

Mr. Taft joined Jonathan Rose Companies in 2004. Mr. Taft oversees the Acquisitions Team in sourcing, financing, and closing portfolio properties. During his tenure, Mr. Taft has expanded the firm’s national brokerage and partnership networks and has managed the acquisition of more than $250 million of assets.  Mr. Taft also has played an integral role in Rose’s effort to create national models of best practice in the greening of existing buildings.  Mr.Taft brings financing, design, construction management, marketing and leasing skills to his investment work.  His prior experience includes working for a double bottom line private equity fund at J.P. Morgan and leading public-private economic development partnerships for Yale University. He is a member of the Pension Real Estate Association as well as the Urban Land Institute, where he sits on the Responsible Property Investment Council.  Mr.Taft earned his M.B.A. from the Yale School of Management and his B.A. in History from Yale University.		 Greg Dwornikowski
Director of Asset Management

Mr. Dwornikowski joined Jonathan Rose Companies in 2010.  He leads the firm’s Asset Management Team, bringing 25 years of experience to his role.  Mr. Dwornikowski has deep expertise in financial modeling, asset valuation, property management, marketing and leasing, and investor reporting.  He also has significant experience in property acquisitions and dispositions, managing property repositioning, and securing financing. Prior to Jonathan Rose Companies, Mr. Dwornikowski served as Senior Vice President & Director of Asset Management at Pitcairn Properties, a prominent Philadelphia-based real estate owner, manager, and developer.  There Mr. Dwornikowski oversaw the financial and operational performance of the company’s substantial national portfolio of institutional quality multifamily, office, and mixed-use assets.  Mr. Dwornikowski holds an MBA from The Wharton School of the University of Pennsylvania, and a B.S. in Accounting from LaSalle University.  He began his career with KPMG where he earned his CPA.
Nicole Sherwood
Asset Manager, Investment Practice and
Executive Director, The Rose Urban Green New Market Tax Credit Fund

Ms. Sherwood is responsible for asset management of fund investments, including leasing, marketing, valuation, underwriting and management of capital programs. She brings experience in asset management, acquisition underwriting, and development of mixed-income, mixed-use projects. Committed to environmentally responsible development and urbanism, Ms. Sherwood is LEED Accredited and an active member of the Urban Land Institute. Prior to joining Jonathan Rose Companies, Ms. Sherwood worked as an analyst at Goldman Sachs and then as a Business Manager in Fannie Mae’s Credit Portfolio Strategies Group. Ms. Sherwood holds a MBA from the Harvard Business School (where she was a Robert Toigo Fellow) and a Bachelor of Arts, with honors, from Harvard College.



Virginia Plithides
Director of Finance

Ms. Plithides joined Jonathan Rose Companies in 2010. She serves as Director of Finance for Rose Investments, as well as Chief Financial Officer and Chief Compliance Officer to the firm’s Investment Manager. Ms. Plithides is responsible for fund budgeting, accounting, reporting, risk management, and compliance.  She brings over 25 years of real estate investment experience and has been a Certified Public Accountant in New York since 1986. Prior to joining Jonathan Rose Companies, Ms. Plithides was the Controller of Red Stone Partners LLC, a private real estate finance company with a core focus on the multifamily industry. Ms. Plithides previously held several positions of increasing responsibility with Centerline Capital Group and its predecessor, Related Capital Partners. Her most recent role was Senior Vice President of the tax department. Ms. Plithides began her career at the accounting firms Blonder Seymour & Shapss and Bernstein & Berger. Ms. Plithides graduated with distinction from the University of Rhode Island with a B.S. in Accounting.

R.Tom Boonyasai
Acquisitions Analyst

Mr. Boonyasai’s primary responsibilities include acquisition underwriting, asset management and deal sourcing. Immediately prior to joining Jonathan Rose Companies, Mr. Boonyasai worked for the New York City Economic Development Corporation (NYCEDC), where he provided investment analyses on commercial real estate assets owned by the City of New York and negotiated property sales, leases and workout agreements with private real estate developers. Prior to NYCEDC, Mr. Boonyasai was an investment analyst at Morgan Stanley, Lehman Brothers and PricewaterhouseCoopers.  Mr. Boonyasai received an M.B.A. from The Wharton School of the University of Pennsylvania and a B.A. (magna cum laude) from New York University.


 Clayton J. McPhail
Acquisitions Analyst 

Mr. McPhail is primarily responsible for property underwriting and valuation. He is also tasked with deal sourcing, due diligence for new acquisitions, and various asset management duties. Prior to joining Jonathan Rose Companies, Mr. McPhail worked for Madison International Realty, a real estate private equity firm that provides joint venture and preferred equity for stabilized commercial real estate as well as liquidity to holders of partnership and member interests. Mr. McPhail also brings international experience to his role at Jonathan Rose Companies having worked for Frankfurt based Lohnbach Investment Partners, a German investment platform of the Soros Real Estate Investors Fund. Mr. McPhail earned a Master of Design Studies, Real Estate and Urban Development Concentration, from Harvard University. He received his Bachelor of Architecture from the University of Tennessee.
Andrew Hacker
Fund Accountant 

Mr. Hacker is responsible for the funds financial reporting and controls. Prior to joining Jonathan Rose Companies, Mr. Hacker was an accounting manager at Centerline Capital Group where he was responsible for the accounting and reporting of 35 Low Income Housing Tax Credit Funds with investments in over 300 properties nationwide. Mr. Hacker also worked at Lehman Brothers where he managed the global occupancy control function. He was responsible for the preparation of the $500 million annual Corporate Real Estate budget and the monthly financial highlight package. Mr. Hacker graduated from SUNY Oswego with a B.S. in Business Administration and minor in Economics and got his M.B.A. in Accounting from St. John’s University. 		Nami Park
Fund Accountant

As Fund Accountant, Ms. Park’s responsibilities include interfacing with third-party managers and ensuring timely and accurate property reports and budgets.  In addition, she assists with audits and investor reporting.  Prior to joining Jonathan Rose Companies, Ms. Park worked at PCCP, LLC (formerly Pacific Coast Capital Partners, LLC), a West Coast real estate finance and investment management firm.  She was responsible for the accounting and financing functions for the PCCP Equity Platforms.  Ms. Park also previously was a financial accountant at Kim & Lee, CPAs, working with commercial real estate clients in the public and private sectors. Ms. Park graduated Cum Laude from Berklee College of Music with a B.A. in Music and Business Management.  She currently is pursuing her CPA.
Stephanie Wright
Investor Relations and Research Analyst 

Ms. Wright is responsible for various investor relations and asset management activities including investor reporting, due diligence requests, marketing and research. Prior to joining Jonathan Rose Companies, Ms. Wright served as an Associate Consultant with The Concord Group, a national real estate consulting firm. Ms. Wright also worked in property management and marketing for Yale University’s Office of University Properties. Ms. Wright earned a B.A. in English from Yale University and a certificate in Real Estate Finance and Investment from New York University


Louisa Cruickshank-Mills
Coordinator

As coordinator of the Investment Practice, Ms. Cruickshank-Mills is responsible for all administrative activities related to investor relations and asset management, including compilation of quarterly reports, distributions and capital call letters. She also oversees daily coordination of the Investment Practice, as well as assisting with research efforts. Ms. Cruickshank-Mills graduated Cum Laude from Binghamton University (SUNY at Binghamton), with a B.A. in Philosophy, Politics & Law and Africana Studies.
Charles J. Perry
Managing Partner, Perry Rose LLC 
(Dever, Colorado)

Mr. Perry is an authority in community-based planning and mixed-use, mixed-income infill real estate development with more than 30 years of real estate and planning experience. Mr. Perry is responsible for sourcing and managing projects in the Rocky Mountain region. He developed award-winning green, mixed-use projects including Highland Garden Village, a model urban development in Denver. Mr. Perry was formerly a senior executive at the Denver Urban Renewal Authority and the Denver Planning Office. He holds a B.A. in Political Science from the University of Denver and a Ph.D. in Urban and Regional Planning from Massachusetts Institute of Technology with a specialization in citizen participation and land-use planning.



 Thomas P. Loftus
Chief Financial Officer

Mr. Loftus joined Jonathan Rose Companies in 2002 and has more than 25 years of real estate experience. He brings extensive expertise in financial administration as well as operations of real estate opportunity funds. As Chief Financial Officer, Mr. Loftus oversees all of Jonathan Rose Companies’ financing, as well as the firm’s accounting, treasury, information systems, risk management and human resources functions.  He is a member of the firm’s Management Committee and Rose Investments’ Investment Committee. Prior to joining Jonathan Rose Companies, Mr. Loftus served as a senior officer at Tishman Speyer Properties, overseeing domestic and foreign financial staff. He served as Chief Administrative Officer and was instrumental in two portfolio mergers at Cornerstone Properties Inc., a NYSE-listed REIT subsequently sold to Equity Office Properties. He also coordinated the spin-off of Deutsche Bank’s real estate operations in the U.S. Mr. Loftus graduated Magna Cum Laude from Seton Hall University with his B.S. in Accounting and his M.B.A. in Finance. He is a Certified Public Accountant.
Theresa Bell
Managing Partner, Romero Rose LLC
(Albuquerque, New Mexico)

Ms. Bell is a commercial real estate broker and developer with expertise in acquisitions, asset management and mixed-use development with more than 20 years of experience. Ms. Bell is responsible for sourcing and managing projects in the Southwest. She is currently managing Jonathan Rose Companies’ Alvarado Transportation Downtown Albuquerque Redevelopment, a $50 million mixed-use development. Ms. Bell received her Bachelor’s degree in Business Administration with degrees in both Finance and Real Estate from New Mexico State University.