Our Team - HLC Equity

Our Team

The HLC Equity team is comprised of a dedicated group of professionals and advisors who bring a wealth of experience, with backgrounds from well-known international companies.

Daniel is responsible for leading the executive management teams on strategy and execution of growth for HLC Equity’s investment portfolio, and leading the groups operating businesses and brands. Prior to his current role, Daniel led the group’s strategy and execution of transitioning HLC Equity from a private holding group into an institutional level sponsor of investment opportunities by developing HLC Equity’s co-investment platform, while also expanding the group’s legacy investment portfolio and operating businesses. Prior to entering the real estate investment business, Daniel worked as a strategic consultant to large multinational corporations including Unicredit Bank and the Renova Group, and has also served as a consultant to large political organizations. Daniel served in the Israel Defense Forces as a Staff Sergeant, holds a BA in Government Diplomacy and Strategy from the Interdisciplinary Center, Herzliya Israel, a Post-Baccalaureate Certificate in Business from Columbia University in New York, and a Master of Science in Real Estate Development from New York University. He is a Member of the International Council of Shopping Centers.

 

Fun Fact: Prior to joining HLC Equity Daniel had a full set of hair and was a competitive ski racer.

As a  Non- Executive Chair within HLC Equity’s group of companies, Barbara is involved with overseeing select legacy investment portfolio assets, business administration and compliance matters, and serves on some of the group’s executive committees. Additionally, Barbara serves a leading role in the groups family office functions on behalf of the company’s ownership. Barbara has played a key role in shaping the nature of daily operations at HLC Equity by reprogramming office operations and implementing innovative systematic procedures for acquisitions and sales as well as property management. All of this has led to the enhancement of the group’s asset portfolio. Barbara has been actively involved in the acquisitions, dispositions, or management of the group’s real estate portfolio since 1980. Barbara maintained an active law practice for over 30 years, where she practiced criminal and immigration law. Barbara earned a BA in International Relations at the University of Wisconsin, and received her JD from Temple University Law School.

Fun Fact: Barbara managed to sink her father’s motorboat in the Monongehela River; the day after his insurance coverage lapsed.

Allison is an executive administrator, under which capacity she provides administrative support to the executive, operations, property management, and finance teams.  Allison gained over 10 years of administrative and human resources experience by working as a Business Agent for the Teamsters Union, an Executive Assistant and Employee Relations Specialist for WESCO Distribution, Inc., and Administrative Coordinator for the Jewish Healthcare Foundation.  Allison attended Penn State University, where she majored in International Politics.  

Fun Fact: Allison is a classic movie enthusiast and a Great Dane aficionado.

As the Director of Acquisitions, Andrew will work out of HLC’s New York City office, heading the firm’s national investment platform, with a specific focus on expanding the company’s multifamily investment platform in focus states that include Texas, Colorado, Pennsylvania and New York. The company’s current investment strategy primarily focuses on investing in core plus, value add and unique situational multifamily assets. Previously, Andrew was director of real estate partnerships at Ollie, the co-living company. Prior to Ollie, Andrew worked at Ackman Ziff in Capital Markets, and at Barclay’s Capital as vice president of institutional equity sales.

As Head of Operations for HLC Equity, David’s responsibilities include oversight and management of property operations throughout the group’s real estate portfolio, along with overall corporate operations.  David is also part of the property acquisitions team and is involved in the sourcing, analyzing, and due diligence for new property acquisitions. Prior to joining HLC, David worked for McKinney Properties, a Pittsburgh based owner and operator of Multifamily and Student housing properties throughout the United States.  During his time with McKinney, David was involved in both new business development and property operations.  While in the roles of Analyst and Director, David and the business development team completed over $225 million in new property acquisitions.  As a Regional Manager, David was responsible for the management and performance of a seven-property portfolio in three different states. David received a Bachelor of Science in Business Administration from Westminster College and is a licensed Real Estate Sales Person in the State of Pennsylvania.  Fun Fact: In High School David played guitar in a rock and roll band.

Heather joined the HLC Equity team in August of 2018. She came on board with us during a new property acquisition in Fort Worth, Texas as the Community Manager and has over 15 years of industry experience. She successfully managed a 336 unit community and was so successful, it led to a promotion to Area Manager in November of 2019. She has since been leading our DFW portfolio while also adding to the execution of the company’s growth plans. Fun Fact: Heather enjoys spending time with family in her downtime and her hobbies include swimming and playing volleyball.

Jamie is involved with general executive administration oversight and HR. Additionally Jamie is responsible for the administration and oversight of the group’s philanthropic activity. Jamie came to the HLC Equity after several years as a teacher in Special Education. She holds a BA in Psychology from Boston University and a Master’s in Education from Columbia University.

Lisa serves as a financial analyst and investor relations manager at HLC Equity. She performs valuation analysis of current and prospective investments as well as manage investor communication and reporting. Previously, she worked for BlackRock Inc. (NYSE: BLK) as a credit product strategist covering CLOs, bank loans, and high yield bonds. Lisa began her career at Prudential Global Investment Management (a business of Prudential Financial Inc. NYSE: PRU), where she started in a quantitative rotational analyst program and continued working for them in several capacities, including credit research, global and emerging markets, and structured products. Her focus was on CLO structuring, management, and research. Lisa graduated from CUNY Baruch College, Macaulay Honors Program with a bachelors degree in Financial Mathematics. She also passed all three levels of the CFA exams.

Fun Fact: Lisa received her black belt in karate and has taught aerial yoga.

Mari is responsible for the processing functions of the accounting department. She interacts with all levels of management as well as other departments to ensure the accurate and timely flow of information. Mari has over 25 years of accounting experience. Her work history includes multi-company financial reporting (domestic & international), cost accounting, cash management and general ledger. Mari worked previously as a joint venture coordinator, responsible for all accounting functions of the joint ventures including training of satellite offices. As a prior assistant controller of a construction company, Mari was responsible for all cost accounting and administration of projects. Mari attended Robert Morris University.

Fun Fact: She may not look like a biker but Mari loves to ride on her husband’s Harley.  So much, in fact, that they were married on it in Las Vegas at a drive-thru chapel. 

Micah oversees the accounting processes, financial reporting and tax considerations for HLC Equity and its related entities. Previously, Micah worked as a global controller of Black Rock Inc.’s (NYSE: BLK) $1 – 2B investment portfolio ranging from real estate, private equity and distressed debt funds to plain equity and bond funds. In this capacity Micah led the investment accounting processes, the external audits and SOX compliance. Additionally, his team reported on the performance and position of the portfolio to Black Rock’s executive capital committee as well as to the SEC. Micah earned his CPA working in the “big four” accounting firms, gaining experience in tax planning and compliance at KPMG and in audit with Ernst & Young’s financial services group. He received his BA in Economics from Yeshiva University with significant course work at New York University’s Stern School of Business, and earned his MBA in finance from Bar Ilan University.

Fun Fact: Micah can fool you with his resume and demeanor as a CPA/MBA square accountant type, however he once chased down and caught a burglar in broad daylight before the police arrived.

Michael Katch joined HLC Equity as General Counsel and Director in 2004. As a Director he is heavily involved in acquisitions and dispositions of real estate. Michael’s private practice in Denver (1971 to 2004) mainly involved work-outs and reorganizations inside and outside Chapter 11 of the Bankruptcy Code. In that context he experienced a wide variety of real estate related issues representing creditors and developers in real estate insolvency matters. He also has extensive experience in commercial real estate foreclosures. Michael worked on the HLC Equity real estate portfolio with the company’s founder Herman Lipsitz for several years while maintaining his law practice. Michael holds a BA from the University of Colorado and a JD Degree from the University of Denver.

Patricia is currently involved in the financial and administrative compliance of the group’s investment interests. Patricia has been active in HLC Equitys’ real estate ventures since 1981, and started out by being involved in the accounting process of the group’s real estate portfolio, which at that time mainly consisted of neighborhood strip malls. While working with HLC Equity, Patricia has been involved in the compliance and accounting process of the group’s real estate and equity interests, and played a key role in the group’s portfolio expansion. Patricia holds a BSBA in Accounting from Robert Morris College.

Fun Fact: Patti has had a hole in one on 135 yards using her five iron.

As an Asset Manager Steve plays a key role with the Asset Management team to streamline lease management, leasing strategies, tenant relations, and general portfolio performance of the Company’s assets. He coordinates and oversees facilities management operations and works with the Finance Team and Operations Team on portfolio management, new acquisitions, and lender compliance. Steve gained extensive experience in corporate real estate and facilities management while playing a key role on facilities management teams for global corporations including General Electric, Mine Safety Appliances, Del Monte Foods, and J.M. Smucker. Steve served as the Director of Facilities & Environmental Management for Tollgrade Communications, Inc. (Now ENGH:TSE) for 9 years, where he managed corporate facilities in the US and the UK. He also served for 6 years as the Real Estate and Facilities Manager for JM Smucker (SJM:NYSE), where he managed corporate facilities and sales offices in 13 states. Steve earned a BS in Mechanical Engineering Technology from the University of Pittsburgh and an MBA from Duquesne University.

Fun Fact:  While Steve has been a lifelong motorcycle enthusiast, he broke his first bone in 2013 while riding off-road with his son.  Although he’d like to claim that he was injured while jumping over a small canyon, the accident happened when his bike was barely moving. The family vacation to the Grand Canyon was delayed until his cast was removed and he hobbled around the national parks while his family hiked the massive canyons.

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