Investment Ops & Home Partner Team

Andrew Toby </h1> <h3>Director, Investment Operations</h3>

Andrew Toby

Director, Investment Operations

CFA

Andrew manages the structure and implementation of investment management strategies, performance analysis, and investor reporting. Prior to joining Unison in 2016, Andrew served as a Vice President, Portfolio Management for U.S. real estate at BlackRock, where he managed the day to day portfolio operations including development strategies and budgets, financial and performance analysis, and partner/manager relationships. Prior to BlackRock, he served as an acquisitions analyst with Bentall Kennedy and as a senior auditor at Deloitte.

Andrew earned an MBA in real estate and urban land economics from the University of Wisconsin, Madison and a BA in economics with an emphasis in accounting from the University of California, Santa Barbara. Andrew is a CFA Charterholder and has a CPA license (inactive).

Brandan Carlson </h1> <h3>Asset Management Associate</h3>

Brandan Carlson

Asset Management Associate

Brandan manages the execution of investment management strategies and portfolio administration to maximize investor return and ensure that each customer has an excellent experience working with Unison Investment Management. Brandan also assists with fund accounting and investment operations across the company. Prior to joining the Investment Management team, Brandan worked closely with Unison’s partner lenders and end consumers. This puts him in a unique position to manage assets with a human element and a deep understanding of the Unison brand. Brandan began his career in FinTech at SoFi, the student loan refi disruptor, where he served as a Loan Analyst and Underwriter for both student loans and personal loans. He is a graduate of Santa Clara University with a Bachelor of Science in Finance.

Ian Clothier </h1> <h3>Investment Management Intern</h3>

Ian Clothier

Investment Management Intern

Ian is currently interning with the Asset Management team.  Ian is focused on securing Unison’s liens, ensuring data accuracy, and credit monitoring and analysis. He is a rising junior at Whitman College where he is studying economics. Ian is a member of the Whitman College climbing team and spends his free time outdoors enjoying the local hiking and climbing spots surrounding his hometown of Tiburon.

Tahereh Khorram </h1> <h3>Investment Operations Analyst</h3>

Tahereh Khorram

Investment Operations Analyst

Tahereh works at Unison as an Investment Operations Analyst supporting fund accounting and investor reporting. Previously, Tahereh served as a Lead Analyst, for Alternative Investment at BNY Mellon, where she managed the day to day portfolio operations including financial modeling for different classes of stock, debt financing, SEC filling, variance analysis and budgets, financial and performance analysis. Prior to BNY Mellon, she served as a sales development executive with Nestle. Tahereh earned a Masters of Tax Law from Golden Gate University, and a BA in Finance from the Azad University, Tehran. Tahereh has a CPA license (inactive).

Share this Post