Advantage Capital’s Annual Impact Report
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Advantage Capital’s Annual Impact Report
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Our Team

As a company, we pride ourselves on our people.  We have a dynamic team of professionals who possess diverse but extremely relevant backgrounds.
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Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Maurice Doyle

Senior Advisor
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Maurice Doyle
Senior Advisor

Maurice Doyle has extensive experience in the capital markets and investment banking industry. In his role as managing director, he has chief responsibility for the firm’s fundraising and investor relations activities and serves as the principal contact for many of the firm’s insurance industry investors.

Prior to joining Advantage Capital, Maurice was a senior vice president at UBS Securities, a vice president of Credit Suisse First Boston and a vice president with Winthrop Securities, where he was involved in financing large multiphase real estate development projects.

Maurice received his J.D. from Chicago-Kent College of Law and his bachelor’s degree in business administration from the University of Notre Dame.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Keith Freeman

Managing Director
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Keith Freeman
Managing Director

Keith Freeman is a principal at Advantage Capital where he identifies and screens potential new investment opportunities, performs due diligence, negotiates and closes transactions and manages existing investments. He is primarily focused on investments made by Advantage Capital Agribusiness Partners.

Prior to joining Advantage Capital, Keith served as a managing director for AGR Partners Inc, a California-based investment firm that focuses on providing capital to leading agribusinesses and food companies. In this role, he was responsible for overseeing the company’s deal originations, investment analysis procedures and transaction negotiations.

Keith received his MBA from the University of Chicago’s Booth School of Business and his bachelor’s degree in finance from Miami University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Felix Akresi

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Felix Akresi
Vice President

Felix Akresi is a Vice President and member of Advantage’s talented Capital Markets team working to expand the low-income housing tax credit (LIHTC) and renewable energy lines of business while also bolstering fund management and investor relations activities. Felix joined Advantage from Aegon Asset Management where most recently, he was an Associate Director on the Strategy Analytics and Client Management team, and responsible for oversight of the pricing models and fund analytics for Aegon’s tax credit strategies. At Aegon, he also played a leading role in the closing of more than $2.5 billion of tax credit equity and structured debt investments. Earlier in his career, Felix was an Associate at KPMG advising on tax regulatory compliance, transfer pricing for cross-border transactions, and general business advisory services. He also held a position as an Actuarial Analyst on Transamerica’s Pricing and Margin Analytics team.

Mr. Akresi holds a B.S. in, Statistics and Actuarial science from Kwame Nkrumah University of Science & Technology (KNUST), Ghana and an M.S. in Mathematics and Statistics from the University of Wisconsin-Milwaukee.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Amine Alami

Principal
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Amine Alami
Principal

Amine Alami is a Principal at Advantage Capital where he leads the engineering, procurement and construction of the firm’s renewable energy investment platform.

Prior to joining Advantage Capital, Amine was the senior director of business and corporate development at Solv Energy, one of the largest renewable energy construction firms in the United States. He also served as vice president of asset management at Renewable Energy Systems (RES) and the director of solar operations at K Road Power Holdings, LLC. During this period, he led the development, asset management, engineering procurement and construction for approximately 2GW of renewable energy projects.

Earlier in his career, Amine held several leadership roles at Sunedison, FRV and MMA renewable ventures where he managed M&A activities, engineering, development, supply chain, and construction and operations of renewable energy assets.

Amine received his master’s degree in electrical engineering and MBA from Georgia Tech focused on renewable energy and finance. During his tenure at Georgia Tech, Amine led lab research on high efficiency solar cells at the University Center of Excellence of Photovoltaics and was a key member of the 2007 solar decathlon competition. He is a certified Project Management Professional (PMP) and speaks 4 languages (Arabic, French, Spanish and English).

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Lynn Ambrosy

Managing Director
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Lynn Ambrosy
Managing Director

Lynn Ambrosy is a Managing Director and a leader on the talented Capital Markets team working to expand the low-income housing tax credit (LIHTC) and renewable energy business lines of the firm.

Ambrosy comes to Advantage Capital from Aegon Asset Management where he led its tax credit syndication platform with direct responsibility for capital raises, fund structuring and investor relations. At Aegon, he originated more than $4.5 billion of tax credit equity in 43 proprietary and multi-investor funds and served as co-head of the LIHTC platform. Ambrosy has more than 25 years of commercial real estate experience spanning both debt and equity with a primary focus on affordable housing.

Ambrosy leads LIHTC syndication initiatives and place tax credit equity in the firm’s other growing lines of business, including renewable energy, while helping to bolster Advantage Capital’s Investor Relations function.

Ambrosy holds an MBA from The University of Iowa Tippie College of Business and a B.A. in finance from the University of Northern Iowa.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Nick Barbknecht

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Nick Barbknecht
Vice President

Nick Barbknecht is a vice president on Advantage Capital’s expansion team. With more than a decade of experience in prominent positions within project development, policy advancement, and politics, Nick brings his leadership and relationships to Advantage Capital to support the firm with targeted legislative work across the U.S. and oversee community and government relations for energy development.

Nick joins Advantage Capital from the America First Policy Institute where he served as Chief Marketing Officer for the non-profit, nonpartisan think tank. Nick has spent his career in the private and public sectors connecting with thousands of state and local elected officials to advance important agendas through his time in the White House Office of Intergovernmental Affairs, U.S. Department of Homeland Security, Indiana Department of Labor, and Indiana Department of Transportation.

Nick received a bachelor’s degree in accounting from Manchester University and an MBA from Purdue University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Kayin Barclay

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Kayin Barclay
Vice President

Kayin Barclay is a vice president at Advantage Capital. As a member of the firm's investment group, he is responsible for sourcing, conducting due diligence, executing transactions, and managing portfolio companies.

Before joining Advantage Capital, Kayin worked as a senior vice president at Insight Equity, where he invested across the business services and manufacturing sectors. He has also held roles at RLJ Equity Partners, Barclays Capital, and McKinsey & Company.

Kayin received his MBA from Harvard Business School and his BA in economics from Morehouse College.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Mike Benson

Senior Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Mike Benson
Senior Vice President

Mike Benson is a senior vice president at Advantage Capital, where he identifies and screens potential new private equity and debt investment opportunities, performs due diligence and valuation analysis, structures, negotiates and closes transactions, and manages investments in venture through mature stage portfolio companies.

Prior to joining Advantage Capital, he served in a similar role as a director at Ironwood Capital, where he led the development and implementation of several best practices and process improvements, including development of the firm’s proprietary deal structuring and return analysis financial model, and its fund cash flow and return analysis financial model, as well as spearheaded the search and selection of the firm’s private equity-tailored fund reporting and portfolio management ERP system. Earlier in his career, Mike worked at PricewaterhouseCoopers in its Global Risk Management Solutions practice, specializing in performing and managing business process, operations, systems, and internal controls consulting and assurance engagements for financial services industry clients.

Mike received an MBA degree from Yale University with concentrations in strategy and finance, as well as a BBA degree from Hofstra University with a major in accounting. He has also received a Certified Public Accountant designation.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Pete Byford

Principal
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Pete Byford
Principal

Pete Byford is a principal on the firm’s Partner Services team. In his role, he helps lead the growth of the overall line of business and focuses on origination of New Markets Tax Credit financing transactions.

Byford is a veteran attorney and former equity finance consultant. Over the past eight years, he has been involved in NMTC transactions delivering more than $1.1 billion in total investment to underserved areas.

Before joining Advantage Capital, Byford was a director at one of the largest regional accounting firms in the U.S. In a previous role as Executive Vice President and General Counsel, S.B. Phillips Co., Inc., he served as legal counsel, oversaw financial departments, and worked closely with top executives to define business strategies while providing legal advice on specific issues. For more than thirteen years, he led his own law firm, Byford Law LLC.

Byford holds a B.A. from The Citadel along with a J.D. from University of South Carolina and a L.L.M, Taxation from University of Denver.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Liz Carter

Senior Director of Legislative Affairs
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Liz Carter
Senior Director of Legislative Affairs

Liz Carter is Senior Director of Legislative Affairs at Advantage Capital, coordinating the firm’s advocacy efforts and acting as a liaison with other Advantage departments and industry partners.  

Previously, Liz was Director of Outreach for the Partnership for Job Creation, an industry coalition of New Market Tax Credit practitioners advocating for Congress to strengthen the NMTC as well as make it a permanent part of the federal tax code. In December 2020, Congress granted the NMTC the largest-ever extension in program history, $25 billion over five years. Before that, she worked for the Historic Tax Credit Coalition, which played an integral role in preserving the HTC in the federal tax code during Congress’ tax reform effort in 2017.

Liz received her master’s in History of American Decorative Arts from Parsons School of Design and her bachelor’s in English and Art History from Smith College.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Oryah Cohen-Hodos

Data Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Oryah Cohen-Hodos
Data Analyst

Oryah Cohen-Hodos is a data analyst on the Partner Services team at Advantage Capital. In his role, he builds and operates quantitative analysis tools to organize and evaluate investment and impact data within our Partner Services portfolio.

Prior to joining the firm full time, Oryah was a data analyst intern, where he worked to organize and consolidate investment and compliance data across Advantage Capital’s business lines.

Oryah previously served as a Combat Medic in the Israeli Defense Forces, during which time he led first aid and life support training for other soldiers and was awarded the Certificate of Excellence in Hebrew language.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Cindy Colvin

Managing Director
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Cindy Colvin
Managing Director

Cindy Colvin is a Managing Director leading the firm’s Low Income Housing Tax Credit team.

Cindy has nearly 20 years of banking and real estate finance experience in both sales and underwriting capacities.  Prior to assuming her role at Advantage Capital, Cindy was the Head of Credit Delivery for Truist’s Commercial Real Estate Line of business. There she was responsible for leading a team of underwriters and portfolio managers within commercial real estate including private developers, REITs, affordable housing as well as low-income housing tax credits and new market tax organizations.  

Cindy graduated from the University of Florida with a Bachelor of Science in Finance and earned her MBA from the University of Georgia Terry College of Business.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Tori Cook

Vice President of Business Development
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Tori Cook
Vice President of Business Development

Tori Cook is vice president of business development at Advantage Capital and primarily focuses on the origination of state and federal LIHTC investments located in Georgia and Texas. Tori brings extensive affordable housing experience to the firm and most recently held several roles at a major regional bank where she focused on facilitating debt and equity investments in affordable housing developments across the southeast. Tori graduated from the University of South Carolina with a bachelor of science in finance.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Andy Crain

Senior Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Andy Crain
Senior Vice President

Andy Crain is a senior vice president and member of Advantage Capital Capital Markets team. In this role he works to expand the low-income housing tax credit (LIHTC) and renewable energy lines of business while also bolstering fund management and investor relations activities.

Andy joined Advantage Capital from Aegon Asset Management, where over the past 18 years he held various leadership roles within the tax credit division, most recently with direct responsibility for portfolio management and investor relations activities. At Aegon, he also played a leading role in the closing of more than $4.5 billion of tax credit equity in 43 funds.

Andy holds an MBA from the University of Iowa Tippe College of Business and a bachelor's in finance and real estate from the University of Northern Iowa.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Ryan Dressler

Principal
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Ryan Dressler
Principal

Ryan Dressler is a principal at Advantage Capital where he is a member of the expansion and fundraising teams.

Prior to joining the firm, Ryan was director of new site development for a national nonprofit leadership organization based in Richmond, Virginia. He has a varied background in sales, strategic growth and early-stage business formation.

Ryan holds a bachelor’s degree in business administration from the Ohio State University Fisher College of Business.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Michael Dubansky

Vice President of Business Development
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Michael Dubansky
Vice President of Business Development

Michael Dubansky is vice president of business development at Advantage Capital, where he primarily focuses on the origination of state and federal Low-Income Housing Tax Credit investments located in Missouri, Kansas, Oklahoma, Wisconsin and Indiana.

Michael brings over two decades of tax equity investment experience to Advantage Capital. Most recently, he served as business director of MCM Company, Inc., where he developed multifamily assets throughout the midwest that utilized federal and state historic tax credits. Prior to that, he spent nine years at National Trust Community Investment Corporation where he facilitated and sourced tax equity investments largely concentrated in federal and state Historic and New Markets Tax Credits.

Michael graduated from Towson University with a bachelor of science in business administration.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

William Fiederlein

Vice President of Business Development
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
William Fiederlein
Vice President of Business Development

William Fiederlein is Vice President of Business Development at Advantage Capital where he primarily focuses on the origination of state and federal Low-Income Housing Tax Credit Investments located in South Carolina, Virginia, Nebraska and Arizona.

William brings nearly a decade of tax equity investment experience to Advantage. Most recently, he held several roles at National Trust Community Investment Corporation where he facilitated over $180MM of tax equity investments largely concentrated in federal and state Historic and New Markets Tax Credits.  Prior to this, he worked for a boutique tax credit syndication and consulting firm where he assisted project sponsors in securing equity through various federal and state tax credit programs.

William graduated from the University of South Carolina with a Bachelor of Science in Finance.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Adrian Galera

Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Adrian Galera
Analyst

Adrian Galera is an Analyst at Advantage Capital, where he is a member of the national expansion and fundraising teams.

Prior to joining Advantage Capital, Adrian was the Director of Expansion for a national nonprofit organization based in Richmond, VA, where he was responsible for leading strategic growth for the organization.

Adrian received his bachelor's degree in Cinema and Television Arts from California State University, Northridge as well as an executive certificate from University of Richmond

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Jason Gillenwater

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Jason Gillenwater
Vice President

Jason Gillenwater is vice president of underwriting on Advantage Capital’s capital markets team. In his role, Jason is responsible for federal LIHTC property underwriting and closing.

Prior to joining Advantage Capital, Jason spent 14 years with PNC Tax Credit Solutions where he was the lead underwriter on 75 transactions, closing approximately $645 million of tax credit equity and $347 million of debt. Jason also managed a team of underwriters responsible for closing more than 45 LIHTC, HTC and NMTC equity and debt transactions.

Jason holds a B.S. in Real Estate Finance and Entrepreneurship from the Kelley School of Business at Indiana University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Michael Lessa

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Michael Lessa
Vice President

Michael Lessa is a Vice President at Advantage Capital leading the financial modeling, valuations, and planning efforts for the solar development platform.

As an experienced corporate development and project finance professional in the renewable energy industry, Michael’s prior experience includes mergers and acquisitions, investment analysis, due diligence, and board approvals resulting in the successful commissioning of some of the largest renewable natural gas projects in the U.S. Michael also has significant experience with capital budgeting and investment analysis for natural gas combined cycle and combined heat and power plants.

Earlier in his career, Michael worked in asset liability management in the insurance and financial services industry helping to manage a multi-billion-dollar derivatives portfolio for the top annuity company in the U.S.

Michael holds a Master of Science in Finance from the University of Notre Dame as well as a Bachelor of Business Administration from the University of Michigan.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Steven Lichtin

Managing Director & CEO of Advantage Renewables
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Steven Lichtin
Managing Director & CEO of Advantage Renewables

Steven Lichtin is a managing director at Advantage Capital and chief executive officer of Advantage Renewables. In this capacity, he is responsible for the strategy and growth of the company's renewable energy development platform. A seasoned energy developer, Steven brings nearly 15 years of experience developing solar and energy storage projects in various markets across the U.S. He has managed or developed over 10GWs, and directly overseen the commercialization of over 1GW of solar and energy storage projects.

Prior to Advantage Capital, Steven was vice president of development at Cypress Creek Renewables, a renewable energy independent power producer (IPP), where he led all development activities in ERCOT, PJM and MISO. Before that, he was director of development at esVolta, an energy storage IPP, where he led development activities for ERCOT, PJM, ISO-NE and NYISO. In these roles, Steven was responsible for managing the entire pipeline from site origination, through permitting and interconnection, to start of construction.

Steven earned his MBS in Sustainability from Bard College and his BA in Economics from Vanderbilt University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Jessie Marquardt

Senior Associate
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Jessie Marquardt
Senior Associate

Jessie Marquardt serves as a senior associate on the firm’s syndication group, for which she is responsible for due diligence and transaction work for our state-based Low-Income Housing Tax Credit (LIHTC) investments.  

Jessie brings more than 12 years of real estate and banking experience, the last 5 of which were spent working on LIHTC and affordable housing projects.  Most recently, she served as a senior multi-family portfolio analyst for Federal Home Loan Bank of Atlanta, where she worked on all aspects of their affordable housing program from underwriting to asset management for the development of affordable housing projects which included federal and state LIHTC Tax Credits among other funding sources. Previously she was a part of the underwriting team at Wells Fargo where her duties included loan modifications and managing a team of real estate underwriters.

Jessie received her bachelor’s degree in secondary education with social studies and English endorsements from Eastern Washington University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Allison Marshall

External Affairs Manager
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Allison Marshall
External Affairs Manager

Allison Marshall is an external affairs manager at Advantage Capital. As a member of the firm’s solar development team, her primary responsibilities include advocating for solar initiatives, establishing community partnerships, and navigating local political landscapes to secure project approvals.

Prior to joining Advantage Capital, Allison worked on the Indiana House Democratic Caucus’ communications staff before joining the Marion County Sheriff’s Office where she served as the department’s public information officer.

Allison received her bachelor’s degrees in Anthropology and Theatre & Drama from Indiana University where she graduated with highest distinction.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Natalie Moretz

Senior Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Natalie Moretz
Senior Vice President

Natalie Moretz is an affordable housing finance professional.  She is currently SVP, Investor Relations at Advantage Capital, where she is responsible for originating investor tax credit equity for the company’s Low Income Housing Tax Credit (LIHTC) funds.  

Prior to joining Advantage Capital, Natalie held progressively senior roles at Berkadia Commercial Mortgage, AllianceBernstein, and Citigroup Global Markets.  In addition to her role at Advantage Capital, Natalie serves on the Board of Directors and Investment & Finance Committee of the Women's Fund of Central Ohio.  She has held board positions at a variety of organizations advocating for equality for women & girls and the LGBTQ community.  

Natalie holds an MPA from the University of Washington.  She also holds a BA from the University of Iowa, where she was a NCAA Division I medalist in women’s rowing.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Mary Perren

Community Relations Specialist
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Mary Perren
Community Relations Specialist

Mary Perren is a community relations specialist at Advantage Capital where she works to engage and promote community relations and opportunities.

Prior to joining Advantage Capital, Mary worked at the Starke County Economic Development Foundation as an executive assistant. In that role she oversaw the annual Starke Tank Countywide Small Business Pitch Competition and assisted with various business growth, retention, and development projects. Perren is an avid animal lover who serves on the Starke County Humane Society Board of Directors. She holds a bachelor’s degree in journalism from the University of Indianapolis.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Tim Perusek

Principal
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Tim Perusek
Principal

Tim Perusek is a principal at Advantage Capital. As a member of the Investment group, he is responsible for sourcing, due diligence and valuation analysis of current and prospective investments. Tim supports the firm’s Southeast investment footprint.

Tim joins us most recently from SunTrust, where he served as a senior vice president in the Corporate Finance Specialty Group. Prior to SunTrust, he spent 27 years at GE Capital, working in a variety of corporate finance roles including regional management, business development and underwriting and credit.

Tim holds a bachelor’s degree in finance from the University of Florida.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Ginny Plumeau

Senior Manager, Environmental Services
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Ginny Plumeau
Senior Manager, Environmental Services

Ginny Plumeau, is a senior manager of environmental services here she handles the technical approaches and oversight of environmental due diligence related to siting and permitting for solar development projects.

Ginny is a Registered Environmental Manager (REM) with extensive project and leadership experience as a business owner and consultant.  Ginny has extensive technical and management experience in environmental consulting for renewables and other development projects nationwide. Prior to joining Advantage Capital, Ginny served as Senior Environmental Manager for Cypress Creek Renewables, supporting diligence requirements for planned solar projects in the Midwest.  

Ginny has a M.S. Ecology from Rutgers University; B.A. Zoology, A.A.S. Science Laboratory Technology - SUNY

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Leslie Powell

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Leslie Powell
Vice President

Leslie Powell is vice president of the syndication asset management team. With a strong background in affordable housing financing, his responsibilities include overseeing the asset management function and managing the syndication asset portfolio to ensure activities align with the firm's and business unit's risk appetite and risk management framework.

Prior to joining Advantage Capital, Leslie held positions in underwriting and asset management within PNC Bank's Real Estate Tax Credit Solutions division. In his asset management roles, Leslie managed a large portfolio of LIHTC investments throughout the country and was responsible for the continuous evaluation of investments. In his underwriting roles, Leslie was responsible for understanding complex financial and tax issues related to Section 42 of the IRS Tax Code as well as analyzed transaction structures and key principles of affordable housing projects to make recommendations regarding the suitability of projects for syndication or acquisition by the bank.

Leslie holds an MBA from Bellarmine University and bachelor's degree in finance from North Carolina Agricultural & Technical State University. In addition, Leslie earned a certificate in accounting from the University of Louisville.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Jim Roach

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Jim Roach
Vice President

Jim Roach is a Vice President at Advantage Capital.  In his role he works with the firm’s capital markets team focusing on investor relations and capital formation efforts.  

Jim has over 20 years of experience in the Financial Services industry leading sales teams, developing talent, creating sales strategies, and building distribution teams.  Previously, Jim was at Natixis Investment Managers as the former Head of Sales for Natixis Canada and led distribution efforts for the Industry’s first ESG Target Date Fund.  

Jim holds a bachelor's degree in Accounting from the University of Connecticut.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Sharone Slakman

Data Architect
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Sharone Slakman
Data Architect

Sharone Slakman is a data architect at Advantage Capital. His primary role is to focus on Salesforce, working closely with every business line to outline long-term and short-term goals, and leveraging Salesforce to address Advantage’s evolving data and reporting needs. In addition to enhancing workflow efficiency, he is responsible for system integrations that streamline internal processes and improve data accessibility across teams.

Prior to joining the firm, Sharone held leadership roles in various organizations where he spearheaded data-driven initiatives and implemented robust data solutions. At Parallel, he directed the development of enterprise BI platforms and data governance frameworks. During his time at Coca-Cola, Sharone contributed to optimizing business analytics, supporting operational efficiency and strategic decision-making.

Sharone earned his MBA from Washington University in St. Louis and holds a B.S. in Management Information Systems from Maryville University of Saint Louis.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Moniqua Spencer

Senior Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Moniqua Spencer
Senior Vice President

Moniqua Spencer is an experienced banking and finance professional. As a senior vice president on the investment team, she helps mid-sized companies access capital to facilitate growth and create and retain jobs.

Moniqua most recently served as vice president and banking business sales manager for central Ohio at U.S. Bank. There, she led a team of business banking professionals focused on the lending, depository and treasury management needs for companies up to $25M in annual revenue.

Her defining moment in realizing her passion for working in underserved markets came when she served on the leadership team of Ohio Community Development Finance Fund, a statewide CDFI, CDE and SBA Community Advantage Lender. As executive vice president of lending and programs, she was responsible for the administration, management and deployment of multiple lending and grant programs. She further gained significant expertise with the New Markets Tax Credit program, having been directly responsible for closing over $125M in NMTC loans during her tenure.

Moniqua has also served on multiple boards primarily focused on underserved businesses and youth. Currently, she served as past-chair of the board of directors for Economic & Community Development Institute (ECDI), board of directors for Communities in Schools of Ohio, and was most recently appointed to the board of directors for The Women's Center for Economic Opportunity (WCEO).

Moniqua is a graduate of the The Ohio State University, where she received a bachelors of science in business administration with a major in marketing. She has continues studies through the Harvard Kennedy School's Executive Education series.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Sean Stelken

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Sean Stelken
Vice President

Sean Stelken is a vice president and is responsible for the firm's state and federal LIHTC asset management functions. In his role he will manage the oversight of all LIHTC investments including the build out of the federal LIHTC asset management team.

Sean joined Advantage Capital from Aegon Asset Management where he managed LIHTC assets for over 10 years. In addition to managing a portfolio of tax credit investments, he managed a team of asset managers and real estate analysts and oversaw an affordable housing portfolio consisting of more than 175 multifamily housing assets nationwide. He also was involved in developing and executing workout plans on severely distressed assets.

Sean holds a bachelor’s degree in finance and real estate from the University of Northern Iowa.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Kristy Touchet

Vice President of Talent
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Kristy Touchet
Vice President of Talent

Kristy Touchet is vice president of talent at Advantage Capital. In this role, she oversees the firm’s talent acquisition, development and retention strategy, building out world-class teams, systems and processes to capitalize on the firm’s growth prospects.

Prior to joining Advantage Capital she spent more than 18 years in Executive Human Resource roles in law enforcement, oil and gas, financial and technology industries. Her primary focus as an HR Executive is to serve as an organizational leader, developing and cultivating ethical principles with a modern technological approach in order to make a considerable difference in an organization.

Kristy received her Bachelor’s degree and her MBA from the University of Louisiana at Lafayette, and a Master of Arts in Industrial/Organizational Psychology from Louisiana Tech University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Chelsea Woodfin

Director of Project Development
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Chelsea Woodfin
Director of Project Development

Chelsea Woodfin is a director of development on the firm's Renewables team where she provides leadership on the development of late-stage projects as well as the expansion and development of the firms renewables portfolio

Prior to Advantage Capital, Chelsea did solar and battery storage development work in PJM and North Carolina Duke Territory with Cypress Creek Renewables for 3 years, and with Strata Solar for 7 years.

She has a bachelor’s degree from the University of North Carolina in Public Policy and a minor in Business Administration.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Gregory Hulecki

Venture Partner
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Gregory Hulecki
Venture Partner

Gregory Hulecki serves as a venture partner for Advantage Capital and brings more than 30 years of private equity investing experience to the firm. Mr. Hulecki was a partner and founder of FA Technology Ventures, an independent, established venture capital firm that invests in early stage technology companies in targeted emerging technology sectors. Previously, he was a managing director and founder of Seacoast Capital, a growth equity fund. Prior to founding Seacoast, Greg managed the investment portfolio of Signal Capital. Mr. Hulecki also worked as a principal at Capital Growth Partners, a middle market private equity firm, and Venture Founders, an early stage technology venture capital firm.

Mr. Hulecki earned a bachelor’s degree in electrical engineering from Kettering University and an MBA from Harvard Business School. His community involvement includes recruiting and screening entrepreneurs for Springboard Enterprises, a national not-for-profit organization dedicated to accelerating women’s access to the venture capital markets. In addition, he has worked with mentors from the MIT Venture Mentoring Service, comprised of successful entrepreneurs and investors who assist technologies and startups in spinning out of the University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Adam Suberi

Director of Business Intelligence
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Adam Suberi
Director of Business Intelligence

Adam Suberi is director of business intelligence at Advantage Capital. As a member of the firm’s investment group, he is responsible for analyzing investments and portfolio companies in Missouri.

Prior to joining the firm, Adam worked as an associate at A.G. Edwards & Sons in the Investment Banking Capital Markets Group. He also worked for three years as a member of the Commercial Mortgage-Backed Securities Group at Fitch Ratings, Inc., where he assessed the financial risk of bonds structured by investment banks.

Adam earned his MBA from the John M. Olin School of Business at Washington University in St. Louis and a bachelor’s degree in economics from Northwestern University.

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