Lee E. Rosenthal
Prior to forming West Shore, Lee was responsible for the underwriting, analysis, and execution of all acquisitions, dispositions and financing at Northland Investment Corporation for a multifamily portfolio of 23,000 units. Over the course of six years, Lee closed on the acquisition of nearly 7,500 units, the disposition of nearly 2,500 units, and the refinancing of over 40 properties contributing to over $2,000,000,000 in capital events. Additionally, Lee played an active role in the asset management of the portfolio.
Lee holds an A.B. from Harvard College. He is a member and active participant in ULI, REFA, NMHC, and Combined Jewish Philanthropies.
Steven P. Rosenthal
Prior to West Shore, Steve was the President and Chief Executive Officer of Northland Investment Corporation, which grew under his leadership into a vertically integrated $3.5 billion diversified real estate company with a 23,000 unit market rate multifamily portfolio. As Northland’s President and Chief Executive Officer, Steve directed all aspects of Northland’s multifamily, development and commercial portfolios, including capital formation, investments, and operations, as well as Northland’s strategic direction.
Steve’s experience also includes Co-Managing Partner at Mintz, Levin, Cohn, Ferris, Glovsky, and Popeo P.C., which grew into a 500 lawyer firm with 7 offices under his leadership. During his 21 years at Mintz, Steve was a business lawyer and focused on general corporate, real estate and business representation, business planning, mergers and acquisitions, venture capital, and corporate and real estate finance.
Steve holds an A.B. from Harvard College and a J.D. from Boston University School of Law.
Steve is currently a Member of the Board of Directors of Redwood Investments LLC, an investment management firm in Newton, MA and a Member of the Board of Directors of the Robert I. Lappin Foundation in Salem, MA. Steve recently created “The Changing Lives Fund” at the Northeast Arc, and he established the “Arc Tank” which is intended to fund innovative ideas for positive disruption to improve the lives of people with intellectual disabilities and autism and their families.
Steve has served as a Member of the Board of Directors of the American Israel Public Affairs Committee (AIPAC) in Washington, D.C., as a Trustee of the Ruderman Family Foundation in Boston, MA and Tel Aviv, as a Trustee of the Loomis Chaffee School in Windsor, CT, as a Director of the Harvard Alumni Association, and as a Member of the Harvard Corporation Advisory Committee on Shareholder Responsibility. He previously served on the Board of Directors of the Massachusetts Convention Center Authority and as a Member of the Board of Directors of The Downtown Crossing Partnership in Boston.
David (DJ) Sacco
Prior to West Shore, David J. (DJ) was with Eaton Vance and responsible for the accounting and reporting for a multifamily portfolio of more than 8,000 units. In addition, over four and a half years, DJ executed the accounting for sixteen acquisitions with an aggregate value of greater than $600 million as well as three dispositions with a total value of approximately $150 million. Other responsibilities included multiple credit facilities, cash management for various funds, and lender compliance reporting.
DJ holds a B.B.A. and a M.S.A. from the Isenberg School of Management at UMass – Amherst. DJ began his career in public accounting and has been a licensed Certified Public Accountant since May, 2009.
Director of Property Management
Prior to West Shore, Kristi worked at Greystar for 11 years and was a Regional Manager, covering markets in Missouri, North Carolina, and South Carolina. Kristi has over 18 years of experience in the multifamily industry, beginning her career in the Atlanta market overseeing a mix of tax credit, conventional, and new construction assets. Kristi’s work has resulted in her being recognized for several prestigious awards, including the 2008 Rising Star Award, the 2011 Property of the Year Award, and the 2012 Circle of Excellence Award. Kristi was also nominated for the 2016 Regional Property Manager of the Year in Charlotte.
Kristi attended West Virginia State University and is a Certified Apartment Portfolio Supervisor. She has been an active leader in the Greater Charlotte Apartment Association for over 10 years.
Director of Marketing
Prior to West Shore, Courtney was the Director of Marketing at Peabody Properties where she was responsible for all marketing and leasing initiatives for the company’s managed portfolio of over 12,000 units, supervising the marketing department through lease-ups and executing marketing and leasing strategies on a community-by-community basis. Prior to Peabody Properties, Courtney was the Director of Marketing at Lerner Enterprises and served in key marketing roles of increasing responsibility at Boston Properties, EDENS and New England Development.
Courtney graduated from the University of Maryland – College Park with a B.A. in Communication and a College Park Scholars program citation. She is a member of Commercial Real Estate Women (CREW), the Rental Housing Association (RHA), and the Dedham Square Planning Committee.
Prior to West Shore, Kevin Liu was with The MFA Companies as a valuation analyst, specializing in financial planning and analysis, private company valuations, and various equity structuring, debt refinancing, and tax mitigation projects. While at The MFA Companies, Kevin played a key role in the growth initiatives of the newly-established FP&A service, which became a focal point to identifying value-add opportunities for many clients.
Kevin holds a B.B.A. in accounting from the Isenberg School of Management at UMass – Amherst and is a CFA Level III candidate.
Prior to West Shore, Mike worked for WS Development. At WS, he was responsible for the accounting, budgeting, and reporting for the asset management company comprised of 98 properties totaling 23 million square feet. Additionally, Mike performed the property accounting for 8 retail properties, the vacant land entity, and the development entity. Mike’s experience also includes managing the Internal Audit Team at Consigli Construction and working as a Tax Associate at PricewaterhouseCoopers.
Mike holds a B.S. and M.S.A. from the Martin J. Whitman School of Management at Syracuse University, where he graduated Magna Cum Laude. He is also the co-founder of the annual PMC Open charity golf tournament, which has raised over $50,000 for Dana-Farber.
Prior to West Shore, James worked for Scott A. Goffstein & Associates. At SAGA, James was responsible for the outsourced accounting of clients in a variety of industries. He also prepared tax returns for corporations, partnerships, trusts, non-profit organizations, and high-net-worth individuals. James’s real estate experience includes an internship at Newmark Grubb Knight Frank. James has been a licensed Real Estate Salesperson since 2017 and a licensed Certified Public Accountant since 2019.
James graduated from the University of Massachusetts Boston, where he received a B.S. in Accounting from the College of Management and graduated Summa Cum Laude. James is a member of The Friends of the Blue Hills, a non-profit dedicated to preserving the Blue Hills Reservation.
Prior to West Shore, Daniela worked for CrossCountry Consulting. At CrossCountry, Daniela worked in the Accounting Advisory group where she spent the majority of her time analyzing processes and the effectiveness of the control environment for a local bank in Boston. Prior to CrossCountry Consulting, Daniela worked at Ernst & Young as an external auditor in the Financial Services Office in Boston. At EY, Daniela focused on Wealth and Asset Management clients and was responsible for executing the audits of Private Equity, Hedge, and Mutual Fund clients.
Daniela graduated cum laude from Babson College, where she received a B.S.B.A with a focus in accounting and economics. At Babson College Daniela was an active member of the Omicron Delta Epsilon – International Economics Honor Society, and Beta Gamma Sigma Honor Society.
Manager of Property Accounting
Prior to West Shore, Mike worked for Barkan Management as Accounting Manager, where he was responsible for the accounting and reporting for the over 140 properties and 20,000 units. In this role, Mike supervised junior to senior level accountants, developed best practices for the accounting team, and was the main point of contact for the external audit of company owned properties.
Mike holds a B.S.B.A from Nichols College and a M.B.A. from Southern New Hampshire University, graduating Magna Cum Laude from both with a focus in accounting.
Senior Property Accountant
Prior to West Shore, John worked at Boston Properties for over three years. At Boston Properties John was responsible for accounting, budgeting and reporting for multiple Class A office buildings in the Washington DC and surrounding areas. Other responsibilities included lender compliance reporting, joint venture partner reporting, maintaining and recording sales figures for retail tenants and the execution of specific lease accounting practices for multiple office, government and retail tenants.
John graduated from Bentley University, where he received a B.S. in Accounting. John helped found the Sigma Chi Fraternity at Bentley University and remains an active member.
Senior Property Accountant
Prior to West Shore, Eric worked for Barkan Management as a Senior Property Accountant – Team Leader, where he was responsible for a team of junior to senior level accountants reporting on a portfolio of over 50 properties ranging from affordable apartments to luxury condominiums. Eric was directly responsible for the reporting and external audits of several company owned affordable properties.
Eric attends the University of Massachusetts Boston with a focus in Accounting.
Prior to West Shore, Annmarie was the Director of Operations at Blair Capital where she was responsible for overseeing the general operations for the property management and investment portfolio. Other responsibilities included managing a team of licensed real estate agents and implementing strategies to expand operations in investment acquisition and income property management. Prior to Blair, Annmarie was the Property Manager for 28 Exeter at Newbury where she was responsible for managing the leasing, marketing, and financial performance of the property and maintained service excellence and high resident retention.
Annmarie graduated from Suffolk University with a B.S. in Psychology and has been a licensed Real Estate Salesperson since 2013.
Executive Assistant / Human Resources
Prior to West Shore, Kristina worked for Express, Inc. where she advanced to be the Store Manager of one of the highest volume locations in the Northeast. Prior to Express, Kristina lived in Los Angeles where she was an intern for Entertainment Tonight and became a P.A. for the Academy Awards.
Kristina graduated from Florida State University with a B.S. in Merchandising and was a member of the Phi Eta Sigma Honor Society as well as an active member of her Chi Omega sorority.
Executive Assistant / Human Resources
Prior to West Shore, Paige worked for Boston Medical Center, where she was the Medical Student Coordinator for the Radiology and Otolaryngology Departments. Prior to BMC, Paige worked for Choate, Hall & Stewart LLP as the Event and Business Development Coordinator for the Marketing Department, where she was responsible for assisting with all business development activities including overseeing the firm’s events.
Paige graduated from Boston College with a BA in Human Development – Family Studies and a Minor in Philosophy.
Prior to West Shore, Kaity worked for Odysseys Unlimited as an Operations Assistant, where she assumed responsibility for multiple aspects of customer document preparations and fulfillment of small group travel. Prior to Odysseys Unlimited, Kaity worked for Rink Management Services as an Administrative Assistant, where she was responsible for reserving events, running social media platforms and creating flyers and graphics for advertising.
Kaity graduated from the Honors Program at Suffolk University with a BSBA in Marketing and a Minor in Information Systems.
Email Mallory Eaglen
Prior to West Shore, Mallory spent over 4 years with Greystar Real Estate Partners where she began in a leasing role and advanced rapidly to a multiple site Senior Property Manager. At Greystar, her main responsibilities included monitoring property performance and developing specific strategies to ensure specific targets were reached. Mallory also has experience overseeing amenity renovations and interior upgrades, including a $4 million capital construction project.
Mallory attended the University of North Carolina at Charlotte.
Email Kim Upton
Prior to West Shore, Kim worked at Greystar for three years as a Community Manager. Kim has over 14 years of extensive residential asset management, sales, and marketing experience. Kim’s work has resulted in her being recognized for several prestigious awards, including the 2011 Circle of Excellence Award, 2012 Property of the Year, 2014 Commercial Star Award, 2018 Heavy Hitters Award by Charlotte Business Journal, and the 2019 Rising Star Award. Kim was ranked as top ten ORA Power Rankings by J Turner Research for Online Reputation Management in 2016 and 2017. Kim has been an instructor for the National Apartment Leasing Professional (NALP) since of 2016.
Kim attended University of North Carolina Charlotte and is a Certified Apartment Manager. She has been an active leader in the Greater Charlotte Apartment Association for over 14 years.
Email Tracy King
Prior to West Shore, Tracy was a Community Manager with Greystar for over seven years. Her responsibilities included analyzing market conditions and trends, growing rent and NOI, managing resident, vendor and client relations, and increasing overall property value for both stabilized and new construction assets. Her work has been recognized through numerous awards such as Regional Pillar of Excellence for Profitability, Best Apartment Community of the Year, and the Kingsley Excellence Award for Resident Satisfaction.
Tracy graduated from The Citadel with a Bachelor of Science in Business Administration degree, maintains a Certified Pool Operator License, and is a member of the National Apartment Association and Charleston Apartment Association.
Email Valerie Cardozo
Prior to West Shore, Valerie worked for property management companies such as RKW Residential, Greystar, Lat Purser, and the Connor Group in roles of increasing responsibility. She has over seven years of property management experience including new construction lease ups, asset management, sales, and marketing at managed communities in Charlotte, North Carolina, and Rock Hill, South Carolina.
Valerie is a member of the Greater Charlotte Apartment Association and received the Association’s 2018 Property Manager of the Year award.
Email Joy Brown
Prior to West Shore, Joy worked for Greystar for eight years in roles of increasing responsibility. More recently, Joy worked as a Senior Community Manager for The Collier Companies at one of the largest student community in the state of Florida. Joy’s diverse multifamily experience includes new construction lease ups, renovations, and student housing in various markets in South Carolina, Georgia, and Florida. Joy’s work has been recognized with awards including Greystar’s Rising Above Success Award and Pillars of Excellence Award, and The Greater Columbia Apartment Association’s Manager of the Year and Team Member of The Year Award. Joy has also been recognized by the Capital City Apartment Association for her development of “Marketing to Gen-Z”, a course recognized by the National Apartment Association.
Joy attended the University of South Carolina – Aiken and has served in roles for the Greater Columbia Apartment Association and the Capital City Apartment Association.
Prior to West Shore, Margo worked for various property management firms including The Collier Companies, Mid-America Apartment Communities (MAAC), and most recently ZRS Management, LLC in the Gainesville, Tampa, and St. Petersburg markets. She has over 15 years of property management experience specializing in value add, property repositioning, and extensive renovations exceeding $8 million. Margo is an advocate of the Green Initiative, implementing energy conservation methods throughout each project overseen and recently became a LEED® Green Associate™.
Margo is actively involved in the local apartment associations, having served as Secretary of the Board for two consecutive terms for the North Central Florida Apartment Association in Gainesville and is currently a member of the Government Affairs Committee and the Sustainability Subcommittee with the Bay Area Apartment Association in Tampa Bay. She graduated from the Florida Apartment Association Leadership Lyceum in 2017 and has been a Certified Apartment Manager since 2013.
Regional Maintenance Manager
Prior to West Shore, Brasley was a Service Director for Fogelman Management Group and Mid America Properties, managing maintenance and service operations. Brasley has over 20 years of experience in the multifamily industry, including building operations, maintenance, and budgeting for new construction, lease ups, and stabilized assets. He has had a key role on new acquisition and transition teams. Brasley’s work has been recognized through numerous awards such as FMG 2006 Arc of Optimism and Excellence, Service Director of the Year, GLAA Maintenance Supervisor of the Year, and is a 7-time winner of the GLAA Property Beautification Award.
Brasley is a Veteran of the United Stated Air Force where he was been recognized with numerous awards for his service, including Airman of the Year and Maintenance Airman of the Quarter. He attended Kemper Military JC and was a member of the football team.