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Brian M. Canion, CFA - Portfolio Manager, Equities
Brian joined WCM in 2005 as a project analyst helping the firm to implement accounting and trading system enhancements. In early 2006, Brianís responsibilities expanded to include equity research. In 2014, Brian became a portfolio manager for the value strategy and in 2016 took over as portfolio manager for the growth strategy. Prior to WCM, Brian spent 5 years at Russell Mellon Analytical Services. There he began work as an attribution analyst and later became an analyst and operations lead for the Russell Index team. Brian earned the right to use the Chartered Financial Analyst designation in 2004 and is a member of the CFA Society of Seattle as well as the CFA Institute. He graduated from the University of Washington in 1999 with a B.A. in business administration and a concentration in finance. Close Bio
Michael S. Cheung, CFA - Chief Investment Officer, Fixed Income and Equites
Michael is the fixed income senior portfolio manager for the company. He has over 30 years of investment experience. Michael’s extensive fixed income portfolio management experience includes the direct responsibility for investing $26 billion at General Electric Financial Assurance and $8 billion at the State of Alaska. Michael’s investment strengths include global economic and capital markets analysis as well as diverse investment exposure in all sectors of the bond market.
Michael received his BS degree from the University of Wisconsin-Green Bay and an MBA from Texas Christian University. He earned the right to use the Chartered Financial Analyst designation in 1988. He has served on the CFA candidate curriculum committee and has participated in the CFA candidate grading effort. Michael is a member of the CFA Society of Seattle. Close Bio
Kevin H. Loucks, CFA - Senior Portfolio Manager, Fixed Income
Kevin came to WCM in 2002 as lead credit analyst, focusing specifically on corporate spread products for all industries. He is currently responsible for total return trade idea generation, buy/hold/sell relative value analysis, industry analysis, and trading. Kevin also manages the firmís Short Term Income Strategy. In addition, Kevin assists the real estate group with credit evaluation of current and potential tenants.
Kevin graduated from the University of Portland with a degree in finance in 1993 and went to work for the Oregon Mutual Insurance Company in McMinnville, Oregon, as a financial systems and marketing analyst. In 1996, he joined GE Capital (now Genworth) in Seattle, Washington, as a financial analyst and ultimately as an investment grade corporate credit analyst with lead responsibility for the oil and gas, chemical, and healthcare sectors. While at GE, Kevin achieved the black belt designation for the firmís Six Sigma Quality Program.
Kevin earned the right to use the Chartered Financial Analyst designation in 2001 and is a member of the CFA Society of Seattle.
In his spare time, Kevin enjoys spending time with his family, golfing, kayaking, and cycling. Close Bio
Anthony M. Smith, CFA - Portfolio Manager, High Yield
Anthony joined WCM in 2011 as a credit analyst on the fixed income team. In August 2016, he became a portfolio manager for the high yield strategy. He comes to WCM with six years of fixed income research and investment banking experience. Prior to WCM, Anthony served as a vice president for Moss Adams Capital in Seattle and worked in New York City on BNP Paribas' corporate bond trading desk as a high yield research analyst. Anthony earned the right to use the Chartered Financial Analyst (CFA) designation in 2007 and is a member of the CFA Society of Seattle. He graduated from the University of Washington in 2002 with a B.A. degree in business administration. Close Bio
Joyce Chiang, MBA - Financial Analyst
Joyce joined WCM in 2005 working first in securities settlement and then as a fixed income portfolio administrator/accountant from 2005 to 2011. In late 2011, Joyce increased her responsibilities and became a financial analyst. Joyce received her B.A. in Business Administration with Finance & E-Commerce Information System majors from Seattle University in June 2004. In December 2010, Joyce received her M.S. in Finance from Seattle University. Close Bio
Cory A. Carlson, MBA - President, Chief Executive Officer, and Chief Investment Officer, Real Estate
Cory is Washington Capital's president, chief investment officer, real estate, and a member of the board of directors. Cory also chairs the firm's real estate investment committee.
Cory joined Washington Capital Management in 1999 as portfolio manager for real estate equity portfolios. Cory previously spent eighteen years at Weyerhaeuser Realty Investors (previously known as Weyerhaeuser Venture Company) where he was a regional investment manager, responsible for identifying, investing, and managing a broad range of real estate investments. Cory was also involved in client relations and marketing, particularly with overseas investors in WRI projects.
Cory received his BA degree in urban policy from Michigan State University in 1974. In 1981, he received an MBA degree from the University of Washington focusing on finance and real estate. In 1998-1999, Cory was the president of the University of Washington Alumni Association with a membership of over 50,000 alumni.
Cory is a member of the Pension Real Estate Association (PREA), the Urban Land Institute (ULI), and the Building Owners and Managers Association (BOMA). He also serves on a variety of regional and local non-profit boards of directors.
Cory is an active adult leader of the Chief Seattle Council of the Boy Scouts of America serving as both a scoutmaster and commissioner. His golf skills are so keen he has been asked to stay off the course by our insurance provider. Close Bio
Andrew Boyd, MBA - Real Estate Analyst
Andrew joined WCM in the fall of 2014 as a MBA graduate of the University of Washington, where he studied real estate and finance. Prior to graduate school, Andrew worked as a leasing analyst at Jones Lang LaSalle (JLL) in Silicon Valley.
Andrew has 7 years of financial services experience and he earned his baccalaureate degree in Economics at the University of California, Santa Cruz. Andrew is a member of the Puget Sound chapters of the National Association of Industrial & Offices Properties (NAIOP) and the Urban Land Institute (ULI). Close Bio
Peter R. Bury, CFA - Vice President, Assistant Portfolio Manager, Real Estate Equity
Peter joined WCM in 2002 as an operations accountant and moved to the Real Estate Equity group in 2005. In October 2016, Peter became the Assistant Portfolio Manager for the Real Estate Equity strategy.
Peter received his B.A. in business administration with minors in economics and accounting from the University of Puget Sound. He has also earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Seattle and the CFA Institute. Close Bio
Betty J. Chilese - Vice President, Assistant Portfolio Manager, Real Estate Debt
Betty has over 20 years of experience in commercial real estate as an underwriter for both banks and conduit lenders. She started her career as a manager in single family loan servicing. She has been very active in low income housing, multifamily and commercial real estate since the late 1980s. She served on the Savings Association Mortgage Co. Board of Directors for several years in the 1990s. Betty earned a BS degree in psychology from Arizona State University. Close Bio
Mark D. Clifford, MBA - Director, Real Estate
With over 25 years of commercial real estate finance experience, Mark joined WCM in 2003 and is responsible for originating new investments (acquisitions, joint ventures and mortgages) in Southern California and Southwest. Mark also serves on WCMís real estate investment committee. Prior to joining WCM, Mark was a senior regional manager with Union Labor Life Insurance Co. where he was responsible for originating new investments for its J-for-jobs account throughout the western United States. Markís real estate investment career began as a mortgage loan underwriter (and subsequently as a regional manager) with Pacific Life Insurance Company in Newport Beach, CA.
Markís educational background includes an MBA with concentrations in real estate and finance from the Haas School of Business at the University of California, Berkeley. Mark is also a Phi Beta Kappa graduate from the University of Washington with a BA in Business Administration. In between degrees, Mark spent three years in corporate banking in the San Francisco headquarters of Wells Fargo & Co.
Mark enjoys spending his free time with his family and is an active AYSO volunteer.Close Bio
Robin Dean - Vice President, Asset Management
Robin joined WCM in 2016 with over two decades of real estate experience. During her career, Robin has led real estate teams across all disciplines, for high-growth organizations, both public and private.
Prior to joining WCM, she worked for an industrial developer, a commercial REIT, and a real estate investment manager. Robin holds a n International Council of Shopping Centers (ICSC) Certified Shopping Center Manager (CSM) designation. She has volunteered and served on many BOMA committees. Robin is also a founding member and serves on the Board of Directors for the Green Parking Council. Close Bio
Matthew W. DeBellis - Assistant Vice President, Real Estate
Matt joined Washington Capital Management in June 2011. Matt's background is in the institutional ownership side of real estate which includes experience in corporate finance, development, sourcing, and underwriting investment opportunities and asset management.
Matt graduated cum laude from University of San Diego as a business administration major, with emphasis in real estate and finance, and an economics minor. He also received his Certificate in Real Estate: Finance, Investments, and Development through the university.
Matt is a native of Portland, Oregon. He is active with Big Brothers Big Sisters and enjoys golfing, reading, and other outdoor activities. Close Bio
Tup Fisher - Portfolio Manager, Real Estate Debt
Tup Fisher joined Washington Capital Management in 2008 with 26 years of commercial real estate experience. In 2012, he was named co-portfolio manager of the mortgage income strategy, and, in 2013, he took on full responsibility as the portfolio manager.
Prior to joining WCM, he spent eleven years with Column Financial/Credit Suisse/DLJ where he was the west regional manager, responsible for sourcing, underwriting, and closing mortgage loans in the western United States. He also was involved in investor relations and with B-piece buyers. Tup has spent time as the director of California mortgage production for a New York based bank and buying properties on the west coast for a New York based investment group.
A Northern California native, Tup is a past president of the Bay Area Mortgage Association (BAMA) and is a Board member, past chair, and Former Commercial President of the California Mortgage Bankers Association. He is also a former Board member of the Vista Center of the Blind and Visually Impaired. Tup graduated from Stanford University with degrees in economics and political science.
Tup loves to run and bicycle in his spare time. Close Bio
Jenny Gage - Manager, Asset Management Department
Jenny Gage joined the firm in 2006 as an Asset Manager. Jenny has over 23 years of commercial real estate experience, including transaction management of hundreds of new bank branch locations across the country for Washington Mutual Bank. She was a team leader for Washington Mutualís Commercial Real Estate Loan Portfolio, responsible in part for the retention and management of over 35,000 commercial loans valued at $17 billion. Her background includes retail site selection and lease negotiation, portfolio loan management, property management, and retail, office and industrial asset management. Close Bio
Thomas M. Gehrig, MBA - Vice President, Asset Management
A Seattle native, Tom has over 25 years' experience in managing and leasing assets.
Tom graduated from Gonzaga University Magna Cum Laude with a business degree specializing in International Trade. After working as an Operations Manager and Sales Representative for an international shipping agency he returned to graduate school to gain knowledge and further his career in business.
Tom earned a masters degree in business (MBA) from the University of Washington and began a career in commercial real estate. He continues to learn and develop skills and has become a Certified Property Manager (CPM) and obtained a Washington State Brokers License.
In 20 years as a real estate professional Tom has developed into a strong generalist with broad experience in property and asset management, leasing, project management, development, marketing and acquisitions and dispositions. During his tenure in commercial real estate Tom has worked in management positions for Trammell Crow, Bay West, Benaroya and Harbor Properties in a variety of capacities.
Tom has developed a unique investment perspective having represented owner interests in all aspects of commercial real estate. He adds value in organizations by being able to analyze a property or portfolio broadly and provide a strategic plan to maximize value. In leasing he has 15 years' experience as an ownerís leasing representative.
Tom participates in several national real estate organizations. Close Bio
Cristelle D. Grote, MBA - Assistant Vice President, Assistant Controller, Real Estate
Cristelle is an Assistant Controller in the WCM Real Estate Group. She joined WCM in 2002. Cristelle has nearly two decades of real estate investment accounting experience and is responsible for real estate performance measurement, fund valuation, and financial reporting.
Cristelle also administers the companyís asset management software, encompassing database administration, report writing, software implementation/upgrade and technical troubleshooting.
Prior to her financial management career, she was an architect and focused on architectural design and acquisitions financial analysis.
Cristelle received her Bachelorís degree in Architecture from HuaZhong University and earned her MBA in Finance from City University of Seattle. Close Bio
Jim Hummer, MBA - Director, Real Estate
Jim started working in real estate investments in 1981 with The Prudential Insurance Company of America. In his 13 years with Prudential, he held positions in acquisitions and sales as well as asset management and worked in a variety of markets on both the west and east coasts. Jim's acquisition and sales transactions included Prudential's various pension funds as well as its general account. As an asset manager, his entire portfolio consisted of pension-fund properties. Prior to joining Washington Capital Management, Jim was an investment and commercial mortgage broker in the Seattle area.
Jim has a B.S. from the Wharton School, University of Pennsylvania, and an MBA from the University of Washington. He is a member of the Seattle Mortgage Bankers Association. Close Bio
Ernest L. Jahncke, MBA - Real Estate Advisor
El Jahncke currently serves as real estate advisor for Washington Capital Management. El previously served as the portfolio manager for Washington Capitalís mortgage income strategy from 1991 through 2012.
El has spent his entire professional career in the commercial real estate finance industry. He has more than thirty years of commercial real estate investing experience representing institutional investors such as life insurance companies and pension funds. This experience covers the discipline of debt and equity financing, property acquisitions, project analysis, portfolio strategy and administration, loan underwriting, asset management, brokerage and mortgage banking.
El has an MBA degree from Columbia University, a BA degree from Stanford University, and a certificate in real estate (with specialization in appraisal and finance) from UCLA. He is a member of the Pacific Real Estate Institute, the National Association of Industrial and Office Parks (NAIOP) and the Seattle Mortgage Bankers Association.
El and his wife Gayle have lived on Mercer Island for over twenty-five years, where he served on the City Council. El enjoys scuba diving, snowboarding, hiking, and mountain climbing. Close Bio
Sheri Johnson - Assistant Vice President, Office Manager
Sheri has over 30 years' experience in real estate investment, finance, banking, legal and brokerage. She joined the firm in 2000 and her responsibilities include, but are not limited to, client development, placement of funds into mortgages, portfolio management, client reporting, and financial analysis.
She is a member of the Board of Directors of the Spokane Library Foundation, Business and Professional Women's Association, Downtown Spokane Partnership Business Improvement District, and is involved in the Greater Spokane, Inc. Close Bio
Bassam Jurdi, MBA - Vice President, Real Estate
Bassam has over 13 years of real estate investment and project management experience, during which he engaged with brokers, owners and developers, and built extensive market knowledge.
He earned a bachelor's degree in civil engineering from the Lebanese American University, an MBA from the University of Washington and a LEED accreditation from the US Green Building Council. Bassam is also a member of the National Association of Industrial & Office Properties (NAIOP), and Urban Land Institute (ULI). Close Bio
Bruce J. Korter, CRE - Real Estate Advisor
Bruce Korter is a voting member of Washington Capital Management’s real estate investment committee.
In 1998, Mr. Korter was recruited to join Washington Capital Management and open the Portland branch office where he was responsible for client development and the origination of new loans and equity investments.
Bruce’s career in real estate began in Portland, Oregon, in 1972 in the mortgage banking business. Shortly thereafter, he joined a regional commercial real estate brokerage firm, and formed his own brokerage firm in 1978. He sold to Grubb and Ellis in 1983 at which time he became the District Manager and a member of the Executive Committee. Since 1992, he has been involved in the Taft-Hartley real estate consulting and advisory business.
He received his Bachelor of Science degree with an emphasis in real estate from Portland State University.
Bruce has been a featured speaker at the Investment Institute of the International Foundation of Employee Benefit Plans and has also appeared before the Dept. of Labor ERISA Advisory Council – Work Group on Real Estate Investments. He authored the article “Why Invest in Real Estate Today”, Employee Benefits Journal, March 1997.
Over the years he has been active in the local chapter of BOMA. He is a Trustee with the Providence/St. Vincent Medical Foundation and has served as a member of the Portland State University Foundation and is currently serving on various committees of both. Close Bio
Rob M. Kovecs, CPA - Vice President, Real Estate Accounting
Rob joined the firm in 2016 with over 25 years of experience in the real estate industry where he has served in various roles. His professional experience includes such firms as Bentall Kennedy, Russell Investments, and Trammell Crow Company.
He was certified with the NASD as a Financial and Operations Principal and has served as a contributing participant for NCREIF. Rob earned his bachelorís degree in finance from Washington State University. He is a CPA and member of the Washington Society of Certified Public Accountants.Close Bio
Robyn Kunkel - Assistant Vice Presidant, Real Estate
Robyn became a part of the Real Estate team at WCM in 2006. Robyn has worked in the field of real estate for two decades, all of which was in the Pacific Northwest. Her experience includes business ownership, processing loans from commitment through closing, loan documentation, training staff, compliance and customer service to name a few. Close Bio
David K. Littlefield, CPA - Vice President, Special Projects
David's experience with real estate investment, finance, and accounting stretches more than 30 years. A majority of this experience was spent with Weyerhaeuser Realty Investors, ultimately in an executive role on the senior management team.
His expertise covers investment underwriting and due diligence, financial analysis, market research, and asset management. David graduated from Western Washington University with a degree in accounting. He is a CPA and member of the Washington Society of Certified Public Accountants.Close Bio
Patrick S. Malley, MBA - Senior VP & Portfolio Manager, Real Estate Equity
Pat has over 20 years of real estate experience having worked for multiple divisions of Weyerhaeuser Real Estate Company as a financial analyst, director of planning, commercial project manager, and vice president of finance. Pat combines development, asset management, and acquisitions experience with a strong background in finance and structuring joint ventures.
Pat graduated from the University of Notre Dame with a degree in business administration and received his MBA from the University of Washington. Close Bio
Mel Morgan Jr., MAI - Vice President, Asset Management
Mel has over 31 years of real estate experience, including asset management, commercial appraisal, appraisal management, asset disposition, project financing and financial analysis. He has worked with nearly every type and size of property across the country. Prior to joining Washington Capital Management, Mel spent eight years with Washington Mutual Bank as a First Vice President in charge of commercial real estate appraisals throughout the Unites States.
Mel received both his BA in Business and MBA in Finance from the University of Washington. He received his MAI designation from the Appraisal Institute in 1987, and is a Certified General Real Estate Appraiser in the State of Washington.
Mel has served on the Board of Directors of the Seattle Chapter of the Appraisal Institute, as well as being Secretary, Treasurer, Vice President, and President. He was named 2011 Appraiser of the Year by the Seattle Chapter. Mel has been a member of the Issaquah Development Commission for over 19 years, and has served as Cubmaster and Committee Chair for Boy Scout organizations. Close Bio
Jenny Ourada - Vice President, Transactions Manager
Jenny Ourada is the leader of real estate closing activities for both equity and debt transactions at WCM. In this capacity, she directs the closing process and legal review of projects. In addition, Jenny provides asset management leadership for certain industrial development projects of the company.
Jenny joined the company in 2000, continuing a 25 year career in commercial real estate lending and asset management with primary focus on marketing, production, underwriting and closing. Prior to 2000, she was group manager at Washington Mutual Bank, leading a team of 10 professionals responsible for managing an average of 150 active real estate transactions, from application through closing. She has previously been an underwriter at Home Street Capital, an independent loan broker, a contract closing coordinator, an income property loan officer, and a video production specialist.
Jenny has been a member of the local chapter of Commercial Real Estate Women (CREW) and has been actively involved in CREW Careers, a national educational and mentoring program which educates young women about opportunities in commercial real estate. She has received Washington State's Certificate of Real Estate and held a Real Estate Salesperson license for over ten years. She has completed numerous industry related courses and seminars, including the Society of Real Estate Appraisers Income Property Valuation courses. Jenny was the Co-Founder and past Committee Chairman of the Income Property Closers Association for the Washington Mortgage Bankers Association.
Jenny enjoys playing golf and home gardening. Close Bio
Lisa Pargas - Assistant Vice President, Real Estate
Lisa Pargas became a part of the Real Estate team at WCM in 1998. Her initial focus was administration and organization. She is now a Loan/Acquisition Closer for various funds in the real estate department. Her responsibilities include closing loans, participating on acquisition teams, coordinating the setup for construction projects and follow-through.
Having been an employee with WCM for nine years, she has been an integral part of many of the processes that have been developed and put into place in the real estate department. Being able to draw upon data from historical transactions adds an important perspective to the functioning of the team.
Lisa graduated from the University of Phoenix with a degree in business administration. She is active in the American Cancer Society- Relay for Life events as well as a member of CERT which is a FEMA mandated community emergency response program. Close Bio
Aaron Ryskalczyk - Real Estate Analyst, Asset Manager
Aaron joined Washington Capital Management in August 2008. Prior to beginning his career with WCM, Aaron worked in various construction areas including bid estimating, earth drilling, single-family home construction and a short internship with Kilroy Realty. Aaron graduated from the University of Southern California with a degree in Business Administration with an emphasis in Real Estate Finance. He is an active participant in National Association of Industrial & Office Properties (NAIOP) events.
Aside from the world of real estate, Aaron enjoys golf, hiking, snowshoeing, traveling, cooking and football. Close Bio
Jan Sieberts - Director, Real Estate
Jan joined Washington Capital Management in 2003 to open and manage its Anchorage office. Jan primarily looks for business opportunities in Alaska including real estate loans, real estate equities, and seeks new clients for the firm.
Jan was hired by First National Bank of Alaska in 1968 spending most of his time in consumer lending and was responsible for establishing the Master Charge credit card system in Alaska. In 1975, he was hired by National Bank of Alaska and managed its commercial real estate department until he retired from Wells Fargo Bank in 2003.
Jan graduated from the University of Oregon in 1967 with a degree in business administration. He currently sits on the board of the Anchorage Community Development Authority where he chairs the finance committee and the board of Alaska Pacific University.
Jan is an enthusiastic pilot and owns a Super Cub. He loves flying, golfing, fishing, hunting, and snow machining. He spends as much time as possible in rural Alaska. Close Bio
Russell J. Smith, CPA - Vice President, Controller
Russell Smith is controller for the real estate group at Washington Capital Management. He is primarily responsible for financial and performance reporting and the administration of the underlying accounting and information systems. Russell has also served as an asset manager, responsible for some of the equity properties in the Seattle area, as well as a voting member of the Washington Capital Management’s real estate investment committee.
Russell began his career in real estate in 1983 when he joined a firm in Tyler, Texas, that invested in oil and gas properties and real estate. He worked with them as Controller and later Chief Financial Officer. Major accomplishments included the conversion of accounting systems to current technologies and the introduction of metrics that were used to evaluate real estate acquisition and to measure performance.
Russell earned his bachelors degree in business administration from Ambassador College in Pasadena, California, in 1971. In 1977, he earned a masters of science degree in finance from West Coast University.
R Bioussell became a certified public accountant in 1977. He is a member of the AICPA and Washington Society of Certified Public Accountants. Russell is on NCREIF’s accounting committee. Close Bio
Sean Whitfield, MBA - Real Estate Analyst
Sean joined the firm in July 2013. His responsibilities include equity originations, asset management, financial modeling, and due diligence. Prior to joining WCM, he worked in construction management with Lend Lease in San Francisco. He has also held roles in commercial real estate banking with Union Bank, wealth management with Merrill Lynch, and development with Donahue Schriber and Mignatti Companies.
Sean graduated from the University of California, Berkeley with a degree in Electrical Engineering and Computer Science and received his MBA from the University of Washington. He is a Leadership in Energy and Environmental Design Accredited Professional (LEED AP) and an active participant in National Association of Industrial & Office Properties (NAIOP), International Council of Shopping Centers, (ICSC), and Urban Land Institute (ULI) events. Close Bio
Mark J. Wortmann, MBA - Vice President, Real Estate
Mark came to WCM in 2016 with 25 years of experience in real estate including REIT lending, construction loans, and production loans. He has also spent time as a private consultant providing strategic workout solutions for owners/developers.
Mark attended the University of Southern California for his undergraduate and graduate studies. He earned a BS in business administration in 1991. In 2003, he earned his Masters in both business administration and real estate development.Close Bio