STAFF
BOARD MEMBERS

 

STAFF

 
  Cynthia Alvarez, Director of Property Management
Cynthia is responsible for the oversight  and management of 15 properties and more than $10 million in budgets throughout Santa Clara County.  Additionally, Cynthia oversees personnel of more than 45 in asset and property management staff for Charities Housing.  Prior to joining Charities Housing, Cynthia was the Senior Vice President of Acquisitions and Operations at a for-profit real estate principal for 7 years with a portfolio valued in excess of $300 million. Cynthia’s portfolio included both residential and commercial properties. Cynthia earned her BA from the University of California San Diego, and has completed all of the course work for a PhD in Political Science from Stanford University.
 
 
 
  Joleen Cox, Office Administrator
Joleen is responsible for effectively managing the day-to-day operations of the corporate office, including support to the finance department, as well as being the liaison to the Board of Directors. Prior to joining Charities Housing, Joleen spent 15 years as a corporate paralegal, focused primarily in the real estate, private finance/venture capital and semiconductor market sectors. Her area of expertise is corporate governance and transactional matters.
 
 
 
  Terri Fukuda, Controller
Terri previously worked for a local public accounting firm for 11 years where she was a senior audit manager. She specialized in providing attest services to for-profit real estate owners, tax-exempt organizations and low-income housing related entities, including affordable housing developers, HUD-financed entities, and low-income housing tax credit partnerships. While in public accounting, she audited and consulted on various aspects of affordable housing, including development, tax credit compliance, cost certifications for tax credit partnerships, HUD and HCD, and audits in compliance with HUD and OMB Circular A-133. Terri earned her B.A. in Economics from U.C. Santa Cruz and a Master’s in Accountancy from San Jose State University. She currently serves as Treasurer for the Center for Spiritual Enlightenment.
 
 
 
  Carol Mowat, Finance Manager
Carol is responsible for the daily accounting activities of the organization. Carol has worked in non-profit finance positions for the past 5 years. A science graduate educated in Scotland, Carol spent eight years working in the oil industry in the UK. Carol earned her B.S. in Environmental Chemistry from the University of Edinburgh and her M.S. in Analytical Chemistry from Glasgow Caledonian University before moving to the U.S. and transitioning to a career in non-profit finance. Carol is tax credit certified and is currently completing her San José State Nonprofit Management Certificate.
 
 
 
 

David Ortega, Hub Manager
David initially worked his way up from maintenance/on-site manager to Regional Property Supervisor with Investors’ Property Services which specializes in management for trustee and distressed properties. He has worked in property management for the past 16 years, which included 8 years overseeing the operations of various affordable multi-family housing developments for families, seniors, and the disabled throughout southern California. His responsibilities have included the over site of new lease-up and fiscal and construction rehab budgeting. David currently oversees over 350 units within four properties as the Hub Manager.

 
 
 
  Kathy Robinson, Director of Housing Development
Kathy previously worked with the County of Santa Clara Housing Authority’s development team for 12 years. There, she was the development officer for over 750 residential units, including affordable apartments for seniors and families, migrant farm worker housing, and self-help ownership housing units. Her project management responsibilities include all aspects of affordable housing development. Kathy also oversaw functions for other non-profit corporations and the State of California. These consulting contracts resulted in the construction of a 250-bed homeless shelter, migrant farm worker housing, and housing for individuals who are developmentally disabled and medically fragile. Kathy served as the Comprehensive Grant Program Administrator for the Housing Authority and was responsible for the modernization of over 500 units of Public Housing owned by the Authority. She previously held positions as Project Manager and Acting Executive Director for Community Housing Developers, a local non-profit development corporation.
 
 
 
  Cheryl Serna, Compliance and Human Resources Manager
Cheryl is responsible for the oversight of property compliance as well as the reporting schedule on all of Charities Housing’s properties.  Additionally, Cheryl is responsible for the organization’s Human Resources. Cheryl previously worked with the Housing Trust of Santa Clara County as the Development Manager. She spent 17 years working in mortgage banking with new construction and resale homes, in addition to working with low-income first-time homebuyers.  Cheryl is tax credit and HUD certified in compliance and holds a California Real Estate License.
 
 
 
 

Maureen Wormley, Hub Manager
Maureen has previously worked with the Housing Authority of the County of Santa Clara as the Regional Property Manager. She also worked with Morrison Homes as the Community Sales Manager and has been honored with several Million Dollar Sales Awards. In addition, Maureen has worked with Property Management at Allen Associates & Meridian Properties, with twenty-six properties in their portfolio. Currently, Maureen oversees 400 units within seven properties as the Hub Manager.

 
 
 
  Flaherty Wright, Project Manager
Flaherty is responsible for various finance, entitlement and development activities at Charities Housing.  Flaherty has worked in the affordable housing industry for five years and previously held a Project Coordinator position at EHC LifeBuilders. She has a Bachelor of Arts in Urban and Environmental Policy from Occidental College and is a graduate of the LISC Affordable Housing Training Program.
 
 
 
  Dan Wu, Executive Director
Dan is responsible for acquisition, entitlement, financing, and construction of all affordable housing projects undertaken by Charities Housing.  Prior to joining Charities Housing, Dan spent eight years in commercial architecture and real estate appraisal.  He is a licensed architect and a certified general real estate appraiser in California.  Dan graduated from the University of Texas at Arlington with an M.S. in Real Estate and from California Polytechnic State University at San Luis Obispo with a Bachelor of Architecture.  He is also a graduate of Harvard University's Advanced Management Development Program in Real Estate and studied abroad at Ecoles d’Art Americaines at Palais de Fontainebleau in France.  Dan is a member of ULI and several local housing advocacy organizations. 
 
 

 

 
  BOARD MEMBERS  
 
Officers:

Mike Schall, Chair
-President and Chief Executive Officer - Essex Property Trust
Candace Capogrossi, Vice Chair
-Retired, former Deputy Executive Director
-Housing Authority of the County of Santa Clara
Mark Mikl, Treasurer
-Senior Vice President - Essex Property Trust

Hugh Isola, Secretary
-Real Estate Attorney - Berliner Cohen
 

Board Members:

John DeNapoli
-Vice President, JP DeNapoli Companies
Joe Head
-President - SummerHill Land
Thao Le
-Representative of low-income community
Miekel McLaren
-Representative of low-income community
Timothy O'Donnell
-President - Nordam, Inc.
Regina Richmond
-Representative of low-income community

Co-terminus Members:

Dan Wu, Executive Director, Charities Housing
Greg Kepferle, Chief Executive Officer, Catholic Charities

 

 
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