Dan is responsible for keeping the mission of Charities Housing and reports to Board of Directors on all development, management, and organizational activities. Dan provides guidance and support to the management team and fosters a team based working environment. He joined Charities Housing in 1995 and has held positions of Project Manager, Director of Housing Development, and Director of Real Estate. He is a licensed architect and a certified general real estate appraiser, having spent eight years in commercial architecture and real estate appraisal. Dan has an M.S. in Real Estate from the University of Texas at Arlington and a Bachelor of Architecture from California Polytechnic State University at San Luis Obispo. He is also a graduate of Harvard University’s Advanced Management Development Program in Real Estate and studied at Ecoles d’Art Americaines at Palais de Fontainebleau in France. Dan is a member of ULI and serves on the Board of Non-Profit Housing Association of Northern California.
Director of Housing Development
Kathy is responsible for overseeing the acquisition, entitlement, financing, and construction of all projects undertaken by Charities Housing. She joined Charities Housing in 2002. She previously worked as a Development Officer with the Housing Authority of the County of Santa Clara for twelve years and developed over 750 affordable residential units, including family and senior apartments, migrant farm worker housing, and self-help ownership housing. Kathy also served as the Comprehensive Grant Program Administrator at the Housing Authority and was responsible for the modernization of over 500 public housing units owned by the Housing Authority. Kathy has consulted for other non-profit corporations and the State of California. These consulting contracts resulted in the construction of many worthwhile affordable housing units throughout northern California. She previously held positions as Project Manager and Acting Executive Director for Community Housing Developers, a local non-profit development corporation. Kathy has an M.S. in Urban and Regional Planning and a B.A. in Anthropology from San Jose State University.
After serving on Charities Housing’s Board of Directors for nine years, Mark joined the organization as Deputy Director in July 2019. In this role, Mark provides strategic and general oversight with a focus on capital markets activities. Mark previously held various finance roles for over 25 years at Essex Property Trust, a publicly traded real estate investment trust that invest in apartments primarily on the West Coast. Mark is a licensed Certified Public Accountant in the State of California (inactive).
Director of Property Management
Lisa oversees the property management and resident services activities for the agency. Lisa has over 15 years of experience in affordable, property and asset management in both the private and government sectors. She previously worked at the Housing Authority of the County of Santa Clara for twelve years. Her numerous roles while at the Housing Authority of the County of Santa Clara included: Compliance Supervisor, Regional Property Manager and Asset Manager. As the Asset Manager she was responsible for monitoring 2,500 housing units. She has extensive experience in LIHTC, Section 8 and HOME Programs. One of her major achievements was the completion of seven LIHTC year 15 buyouts. Lisa also worked as the Director of Property Operations for the City of Alameda Housing Authority. Lisa holds a California Real Estate Brokers license.
As Charities Housing’s Controller, Terri is responsible for the organization’s accounting, finance and administrative functions. Prior to joining Charities Housing in 2005, Terri worked as a Senior Audit Manager for Berger Lewis, a public accounting firm based in San Jose. 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. 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 University of California at Santa Cruz and a Master’s in Accountancy from San Jose State University. She currently sits on the board of Center for Spiritual Enlightenment in San Jose and serves as Treasurer.