Brad is responsible for working with research and operations to synthesize and implement Unison’s investment strategy and oversee Unison’s proprietary investment decision engine. Brad previously worked for Accenture where he managed M&A integration as well as acting as a product test lead. Brad also has experience in complex securities’ analysis with Stout Risius Ross and in biomedical research with the Rehabilitation Institute of Chicago. Brad has a Bachelor of Science in Biomedical Engineering from Northwestern University and a Master of Financial Engineering from the Haas School of Business, UC Berkeley.
Sam manages the Investment Analysis team to ensure each property invested adheres to Unison’s investment guidelines while offering attractive risk/reward. Prior to joining Unison, Sam completed a management associate rotation program with Invesco Hong Kong and an internship with Green Street Advisors. Prior to attending business school, he served as valuation and risk analytics specialist with PAAMCO, a fund of hedge funds specializing in emerging managers. Sam has ten years of experience investing in real estate securities. He is an occasional writer on Seeking Alpha, where he focuses on REITs and other income securities. Sam earned his MBA in Finance and Bachelor of Arts in Economics from UCLA. Sam is a CFA charterholder and a CPA.
Tilek performs analysis on properties and applicants to assess the growth potential and credit risk of Unison IM’s homeownership investments. Prior to Unison, Tilek was an underwriting analyst at Funding Circle where he analyzed small business creditworthiness. He holds a Bachelor of Science in Finance from San Francisco State University and a Master of Science in Financial Analysis from the University of San Francisco.
Erica conducts analysis of partners and properties for Unison Investment Management. She has previous experience in Commercial Real Estate Investments as an Investment Analyst at AEW Capital Management’s European branch located in Milan, Italy, which is now part of the real estate asset management platform of Natixis Investment Managers. Previously, she gained investment analysis experience with HSBC Global Asset Management. Erica earned a Bachelor of Science in Economics, Management and Finance from Bocconi University in Milan, Italy.
Jonathan analyzes properties and partners to ensure compliance with investor guidelines in addition to analyzing the risk/reward profile of investments. Prior to Unison, Jonathan was on the Asset Management team at Essex Property Trust, one of the largest public multi-family REIT’s. While at Essex he analyzed financial and operations data for the entire portfolio and assisted in preparing quarterly earnings call commentary. Prior to Essex and business school, Jonathan worked for Uniplan Investment Counsel as an Equity Analyst & Securities Trader on a micro-cap and REIT portfolio. Jonathan earned his M.B.A. from the University of Wisconsin – Madison with a focus in Real Estate and his B.S. in Finance from Marquette University in Milwaukee, Wisconsin. Jonathan is a CFA Charterholder.
Liuwei conducts analysis of partners and properties to evaluate the potential risk and return for Unison IM’s homeownership investments. Prior to Unison, Liuwei was a Senior Financial Analyst at AtSite Inc. where she specialized in Corporate Finance, utilization analysis and FP&A. Prior to AtSite, Liuwei worked for an international wholesale company on E-Commerce, Business Strategy analysis and Supply chain management. Liuwei holds a Bachelor of Science in Environmental Science and a Bachelor of Science in Finance from Nankai University, as well as a Master of Science in Finance from the University of Maryland. She is currently working towards a CFA designation.
Ryoma analyzes properties and partners to identify investment opportunities that adhere to Unison’s investment guidelines. Prior to joining Unison, Ryoma conducted financial analysis and performed sales forecasting at Hypland Clothing in Los Angeles. He holds a Bachelor of Science in Finance from the University of Denver. He is currently working towards a CFA designation, and plans to attend graduate school in the future.
In his role as an Investment Associate, Phil analyzes properties and partners to determine the suitability of potential investments. During his undergraduate studies, Phil worked with Northwestern Mutual Investment Management as a part of their Municipals and Emerging Markets teams and was a member of Marquette’s Applied Investment Management Program, where he focused on small cap equity research and portfolio management. He holds a Bachelor of Science in Finance and Business Economics from Marquette University and is currently working toward the CFA designation.
Harrison analyzes properties and partners to identify investment opportunities. Prior to joining Unison, he was a key member of an Oregon-based aquaculture startup. During his undergraduate studies, Harrison worked with WCM Investment Management as a part of their Equity Research team, as well as the Student Managed Investment Fund, where he focused on equity research and portfolio strategy. Harrison holds a Bachelor of Arts in Business Economics from University of California, Irvine.
In his role as an Investment Associate, James analyzes properties and partners for Unison Investment Management. He has previous experience in real estate development as a researcher at The Concord Group’s San Francisco branch. James earned a Bachelor of Arts in Political Science with a concentration in urban development studies from Grinnell College.
Sara analyzes properties and partners for Unison Investment Management. She has previous experience in residential real estate at Compass, a Softbank-backed technology brokerage. Prior to Compass, Sara led the marketing efforts for Rentalvestors, an end-to-end real estate investment platform. She earned her Bachelor of Science in Cognitive Science and a minor in German at UCLA.
Erica conducts analysis of partners and properties to evaluate the potential risk and return for Unison IM’s homeownership investments. Prior to Unison, Erica was a VP Financial Consultant at Charles Schwab where she specialized in wealth and financial planning for high-net-worth individuals and families. She has also previously worked at Merrill Lynch and Fidelity Investments, and has obtained her Series 7, Series 66, and California Life and Health Insurance Licenses. Erica earned her Bachelor of Arts in Markets and Culture from Southern Methodist University in Dallas, TX.
