Education
Lewis & Clark Law School
JD, Environmental Law 1993-01-01 - 1996-01-01University of Utah
Honors BA, Philosophy 1985-01-01 - 1989-01-01Cottonwood High School
, 1982-01-01 - 1985-01-01Work Experience
United Fund Advisors
Current
United Fund Advisors
Schwabe
1996-10-01 - 2003-02-01
Schwabe
Skills
Summary
United Fund Advisors, LLC is a fund manager and financial services company that provides investment capital and advisory services for community development projects throughout the country. As a B corporation, all of UFA’s investments and services are driven by its triple bottom line mission to create opportunities for profitable investments which enhance social and environmental yields. Over 20 years, UFA has closed nearly $4.5 billion of debt and equity investments for over 300 projects and businesses. These investments have incorporated a wide array of alternative financing tools, including New Markets Tax Credits (NMTC), Renewable Energy Investment Tax Credits, Historic Rehabilitation Tax Credits and EB-5 capital. UFA provides NMTC financing through its National Community Fund I, LLC, which has received nearly $1 billion of NMTC allocation. This fund has a national footprint and serves distressed communities across the country. UFA provides EB-5 financing through its EB-5 Opportunities Fund, LLC, which serves New York City, NY and Newark, NJ. UFA provides debt and equity financing for small businesses through its NCF Small Business Loan Fund, which serves distressed communities across the country. In addition, UFA provides financial advisory services to government agencies, CDFIs, developers and institutional investors. For additional information, see www.unitedfundadvisors.com.