Launched Assembly Tax in 2006 with three decades of commercial real estate experience across acquisitions, capital markets, development, and asset management. Has valued data centers and capital-intensive infrastructure since 1999, through every technology generation, capital market cycle, and market dislocation the sector has seen. Career highlights include repositioning a major institutional data center portfolio for Morgan Stanley, acquisitions work for a national data center platform and NY Private Equity firms, and establishing the first national property tax practice at Newmark. That foundation in investment, development, and private equity advisory informs every valuation approach Assembly deploys across real property, personal property, and capital equipment.

____________________________________

25 years of owner and occupier representation at JLL, Cushman & Wakefield, Savills, and Newmark, representing blue-chip clients including American Airlines, Siemens, Symantec, and Bank of New York. Served as asset manager and master broker for national portfolios at a New York-based private equity firm for 10 years, overseeing holdings across multiple states and asset classes.

That background in leasing, tenant representation, and how institutional owners think about real estate value informs every portfolio and occupier engagement at Assembly, particularly where lease structure, income reframing, and highest-and-best-use arguments drive the appeal.

____________________________________

Twenty-five years of senior leadership across capital markets, acquisitions, development, and asset and risk management at top institutional platforms. Originated $7 billion across the full capital stack: senior debt, CMBS, mezzanine, preferred equity, and equity at Lehman Brothers and Bank of America and in private equity, where she helped scale a $40 million real estate startup to a $1 billion, 300-asset portfolio across 7.4 million square feet.

That depth across the capital stack, and the underwriting discipline it demands, brings a lender and investor lens to the most complex engagements. For assets where income reframing, capital structure, and market evidence all intersect, that perspective sharpens both the valuation argument and the execution.

____________________________________

Three decades of executive leadership across corporate finance, operations, and strategic advisory.  Founder of Crosby Brown Advisors, providing capital solutions and advisory services to middle market private equity held companies navigating growth, restructuring, and operational transformation. Previously, he served in senior executive roles including President and CFO of Chapters Inc., CFO of Pep Boys, and at Bain&Co.  With a range of experience across corporate finance, in asset-intensive businesses, and accessing institutional capital markets, he brings a CFO-level perspective to Assembly's most complex engagements, particularly where portfolio scale, lender relationships, and enterprise value intersect with the property tax position.

____________________________________