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.
VP 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.
Courtney Retzky Wolf
VP 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.
Kevin Liu, CFA
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 charter holder.
Prior to West Shore, Mike worked for WS Development. At WS he was responsible for the accounting, budgeting, and financial reporting for the asset management company comprised of 98 properties and totaling 23 million square feet. In addition, Mike performed the accounting and forecasting for many of the key retail properties, as well as the deals under development. Mike’s experience also includes managing the internal audit team at Consigli and performing tax consulting and compliance at PwC for high-net-worth individuals in the private equity and venture capital spaces.
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 and served as Vice President of the Beta Alpha Psi honor society. After college, Mike co-founded an annual charity golf tournament which raised over $50,000 for the Dana-Farber under his leadership and still operates to this day.
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. While at Babson College Daniela was an active member of the Omicron Delta Epsilon – International Economics Honor Society, and Beta Gamma Sigma Honor Society.
Harrison works on West Shore’s accounting team, assisting with financial reporting, budgeting, forecasting and corporate accounting procedures. Prior to West Shore, Harrison worked for Cambridge Health Alliance where he was responsible for the financial reporting of the company’s payroll-active funds, comprised of approximately 4,000 employees. Previously, Harrison worked at Ernst & Young as an external auditor in the company’s Boston office and was responsible for executing the audits of Biotechnology, Manufacturing, Technology, and Sustainable Energy clients.
Harrison holds a B.S. in Accounting from Liberty University.
Director 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, 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.
Chris supports the accounting team by preparing and reporting monthly and quarterly financial information and analyses for West Shore’s national portfolio of properties. Prior to West Shore, Chris worked for CBRE as a Real Estate Accountant where he was responsible for the accounting and reporting on a portfolio of commercial properties in New England. Chris previously worked in public accounting as a Tax Associate, where he assisted in tax planning and preparing tax returns and other deliverables for middle market corporations.
Chris attended the Peter T. Paul College of Business and Economics at the University of New Hampshire, graduating Magna Cum Laude with a B.S. in Accounting and Finance. At the University of New Hampshire, Chris was an active member of the Rines Angel Fund.
Peter works on strategic initiatives including new acquisition due diligence and market analysis. Prior to West Shore, Peter held internships at Clarivate and Edward Jones, where he worked on projects with focuses in financial analysis, data analytics, patent and trademark infringement, relationship management, and client experience. He also participated in the State Legislative Internship Program at the Massachusetts State House.
Peter graduated from Providence College with a B.S. in Finance and a core focus in History. He was a participant in the Finance Society and Economics Club.
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.
IT Support Engineer
Tyler monitors and maintains computer systems, resolves technical issues, and provides information technology support to optimize the company’s operational efficiency. Prior to West Shore, Tyler worked as the System Administrator for Medwell Health & Wellness. His primary responsibilities included configuration of all back-end systems and accounts as well as maintaining system structure and security updates. He helped to open and set up several new offices across Massachusetts and Florida during his time at Medwell.
Tyler has over 8 years in technical support and IT expertise and graduated with a B.S. from the New England Institute of Art.
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 managing reservations and events, running social media platforms, and creating marketing materials for advertising.
Kaity graduated from the Honors Program at Suffolk University with a BSBA in Marketing and a Minor in Information Systems.
Kathryn supports the West Shore corporate and property teams with day-to-day operations, providing administrative support to ensure efficient performance. Prior to West Shore, Kathryn worked for Betterment as a customer experience associate and at BlueCrest Capital Management as a receptionist.
Kathryn graduated from Emerson College in 2015 with a BA in Writing, Literature and Publishing.
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.
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.
With more than 16 years of property management experience, Jessica oversees the properties in West Shore’s Texas portfolio, managing the physical, financial, and administrative operations of the properties. Prior to West Shore, Jessica worked for Northland Investment Corporation for 8 years where she managed and assisted in the acquisition of several assets in the Austin, TX market. Jessica also worked for Continental Properties where she managed class A townhome style communities in Bryan/College Station and Austin. Jessica’s diverse experience includes management of large multifamily assets, new construction lease-ups, renovations, and student housing. Jessica is an active member of the Bryan/College Station Chamber of Commerce and the Texas Apartment Association.
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.