Bio

Responsible for identifying and vetting renewable energy projects in which Monarch Private Capital can invest through its federal investment tax credit funds, as well as federal and state tax credit placement with taxpaying investors. Prior to joining Monarch Tax Credits, served as partner at CohnReznick and led the Renewable Energy Transaction Advisory Group of their Charlotte office. During this tenure, provided financial consulting and modeling, tax structuring, equity placement, accounting, attestation, cost certification and other relevant financial and accounting services on behalf of investors, developers, solar and other renewable energy project sponsors, general partners and community development entities on all aspects of their transactions. Involved in the financing and development of more than $500 million worth of renewable energy facilities that have been built in North Carolina since 2008. Specialties: Renewable energy consulting and real estate consulting including transaction structuring, financial modeling, tax equity financing using Energy Tax Credits, Low Income Housing Tax Credits, Historic Tax Credits and New Markets Tax Credits.