The Team


We have nearly four decades of experience investing in real estate and real estate operating companies with deep expertise in entity-level transactions. Our team has the skills of a direct real estate investor combined with a thorough understanding of both public and private debt and equity capital markets.


On average, Almanac’s partners have worked together for approximately 18 years. We strive to maintain core values of integrity, patience, disciplined investment judgment, transparency and positive relations with both our investors and portfolio company management teams. Scroll over the names below to learn more about our team members.

Investment Committee
Matthew Kaplan
Head of Almanac
Managing Director
Matthew Kaplan, Head of Almanac, Managing Director
Mr. Kaplan is the Chairman of Almanac’s investment committee and responsible for overseeing the activities of Almanac and portfolio management of the ARS Funds. He currently serves on the boards of PREP Property Group, ReNew Senior Living and Westcore Properties. He has also served on the boards of Allegro Holdings, Ambassador Apartments Inc., CNL Financial Services, CNL Hospitality Properties, Encore Hospitality, Hallmark Holdings, National RV Communities, Parkway Properties, RXR Realty, Vanta Commercial Properties, Winter Properties, and WNY Group. Prior to joining Almanac in 1990, he served in the Corporate Finance Department of Rothschild Inc. He is a member of NAREIT’s Real Estate Investment Advisory Council, a Research Sponsor at the Zell/Lurie Real Estate Center of the Wharton School, an Associate Member of the Pension Research Council of the Wharton School, and a member of the Advisory Board of the Ohio State University Center for Real Estate. Mr. Kaplan began his career as a management consultant at Touche Ross & Co. Mr. Kaplan graduated cum laude from Washington University in 1984 and received an MBA from The Wharton School in 1988.
D. Pike Aloian, Managing Director
Mr. Aloian is a member of Almanac’s investment committee and is responsible for the origination, structuring and management of the investments of Almanac’s funds. He currently serves on the boards of EastGroup Properties (NYSE:EGP), Shaner Hospitality Finance, Merritt Properties, Welcome Group and Sherman Associates Ventures. He has also served on the boards of Brandywine Realty Trust (NYSE:BDN), BSR Trust (formerly known as Summit Housing Partners), CRT Properties (NYSE:CRO), Denholtz Holdings, Drawbridge Realty Trust, Metrogate LLC, Morningstar Mini-Storage, Shaner Hotel Holdings, Shaner Mortgage REIT, Victory Real Estate Investments and Mount Auburn. Prior to joining Almanac in 1988, he was a vice president at The Harlan Company, where he was responsible for property acquisition, development and financing. He has also served as an adjunct professor of the Columbia University Graduate School of Business. Mr. Aloian graduated from Harvard College in 1976 and received an MBA from Columbia University in 1980.
Justin Hakimian, Managing Director
Mr. Hakimian is a member of Almanac’s investment committee and is responsible for the origination, structuring and management of the investments of Almanac’s funds. He currently serves on the board of HRIP Holdings, ReNew Senior Living, McNeill Hotel Investors and ACRE. He has also served on the boards of CA Student Living, Drawbridge Realty Trust, JH Real Estate, and Vanta Commercial Properties. Prior to joining Almanac in 2005, he was an Associate in the Equity Research department at Morgan Stanley, with coverage of oil & gas companies. Mr. Hakimian graduated from the University at Albany in May 2001 with a Bachelor of Science in Finance.
David Haltiner, Managing Director
Mr. Haltiner is a member of Almanac’s investment committee and is responsible for the origination, structuring and management of the investments of Almanac’s funds. He currently serves on the boards of CIP Real Estate, Claros Mortgage Trust, Shaner Hospitality Finance, Welcome Group and Westcore Properties, and has also served on the board of Winter Properties. Prior to joining Almanac in 2008, he was in the Real Estate Finance and Securitization Group of Credit Suisse. Mr. Haltiner graduated from the University of Georgia in December 2006 with a BBA in finance.
Josh Overbay, Managing Director
Mr. Overbay is a member of Almanac’s investment committee. Mr. Overbay is responsible for leading the firm’s capital raising and investor relations activities. He currently serves on the board of L3 Capital. Prior to joining Almanac in 2014, he was a Director at Lazard Frères & Co. (“Lazard”) in the Private Fund Advisory Group, with specific responsibility for advising and raising capital for real estate private equity fund managers. Before his time at Lazard, he was a Vice President of Perseus Realty Partners, a Washington, D.C.-based real estate private equity firm, where he led the firm’s global capital raising and investor relations activities. Previously, he worked in financial services public policy roles at the U.S. Chamber of Commerce. Mr. Overbay graduated from Roanoke College in 2002, received a Master’s degree in Legislative Affairs and Public Policy from The George Washington University in 2007, and a Master’s degree in Real Estate from Georgetown University in 2010.
Andrew Silberstein, Managing Director
Mr. Silberstein is a member of Almanac’s investment committee and is responsible for the origination, structuring and management of the investments of Almanac’s funds. He currently serves on the boards of CIP Real Estate, L3 Capital, PREP Property Group, Claros Mortgage Trust and Westcore Properties. He has also served on the boards of NRES Holdings, RXR Realty, Welsh Property Trust, Winter Properties, WPT Industrial Real Estate Investment Trust (TSX:WIR), RAIT Financial Trust (NYSE: RAS) and Slate Asset Management. Prior to joining Almanac in 2009, he served as the Chief Investment Officer and Chief Operating Officer for Stoltz Real Estate. During the same period he established AMS Real Estate Partners. Prior to that, he worked in real estate investment banking and private equity, first at Bear Stearns and then Morgan Stanley. He has been a member of National Association of Real Estate Investment Trusts, the Urban Land Institute, ICSC and the Real Estate Roundtable. Mr. Silberstein graduated from Yale University in 1989 and received an M.B.A. in 1995 from New York University Stern School of Business where he was a Glucksman Fellow.
Senior Management
Henry C. Herms
Chief Financial Officer - Almanac
Matthew Wolpert, CFA
Portfolio Manager
Managing Director
Henry Herms, Chief Financial Officer - Almanac
Mr. Herms leads the team responsible for all aspects of the financial management and reporting processes of Almanac. In that regard, he is responsible for establishing the operating policies and procedures governing the department, including investor reporting, performance measurement, tax compliance, investment and fund structuring, treasury management, investor capital management (including subscription credit facilities) and monitoring portfolio company reporting. Mr. Herms is the Finance Representative on the Almanac Valuation Committee. Prior to joining Almanac in 2012, he was employed by Lazard, where he served in a similar role related to a series of real estate private equity and mezzanine debt funds, as well as the Chief Financial Officer of one of the portfolio companies. Mr. Herms was previously employed by Arthur Andersen LLP, where he was responsible for audit and consulting engagements for real estate and construction entities, and private equity real estate investment funds. Mr. Herms graduated from Adelphi University in 1989 with a BBA in accounting, magna cum laude. He is a member of the American Institute of Certified Public Accountants and the National Association of Real Estate Investment Trusts, and represents Almanac with respect to the National Council of Real Estate Investment Fiduciaries. He is a Certified Public Accountant, licensed in the state of New York.
Jennifer Cattier, General Counsel, Almanac
Ms. Cattier is responsible for all of Almanac’s legal matters, and previously served as Almanac’s Chief Compliance Officer prior to the transaction with Neuberger Berman. Prior to joining Almanac in 2015, she was a Director & Senior Counsel at Deutsche Bank AG, providing counsel to Deutsche Asset & Wealth Management’s alternative investments business and on various regulatory matters. Prior to her time at Deutsche Bank, she was an Executive Director at Morgan Stanley, where she held various roles in the Legal and Compliance Department, including as senior counsel and as Chief Compliance Officer for the Merchant Banking and Real Estate Investing businesses. Ms. Cattier was previously an associate at Sullivan & Cromwell, LLP. She serves as Almanac’s representative on National Association of Real Estate Investment Managers. Ms. Cattier graduated from Trinity College in 1992 and received her JD, summa cum laude, from Brooklyn Law School in 1997. She is admitted to the bar in the states of New York and Connecticut.
Kenny Moon, Managing Director
Mr. Moon is a member of Almanac’s investment team and is responsible for investment origination, analysis, underwriting, structuring, transaction execution and ongoing management of the investments of ARS Funds. He currently serves on the boards of HRIP Holdings and PREP Property Group. Prior to joining Almanac in 2009, he was an Associate at ING Clarion Partners. Prior to joining Almanac, he was an Analyst in the Real Estate Investment Banking Group at Citigroup. He graduated from the University of California, Berkeley in May 2005 with a BS in business administration.
Matthew Wolpert, Portfolio Manager, Managing Director
Mr. Wolpert serves as the Portfolio Manager for Almanac Realty Public Securities, L.P, Almanac’s REIT/real estate public securities investment platform. Prior to joining Almanac in 2016, he was a Principal at V3 Capital Management, L.P., a hedge fund focused on value and event-driven investing in real estate securities across the capital structure. He was previously an Analyst at High Rise Capital Management, a $1.5 billion public real estate securities fund, and at two Citi groups: Citi Global Transaction Services and Real Estate & Lodging Investment Banking Group. Mr. Wolpert graduated from Washington University in St. Louis in May 2005 with a BS in business administration and is a CFA Charterholder.
Investments
Rob Salisbury, CFA
Director of Research
Senior Vice President
Michael O’Neill, Senior Vice President
Mr. O’Neill is a member of Almanac’s investment team and is responsible for investment origination, analysis, underwriting, structuring, transaction execution, and ongoing management of the investments of the ARS Funds. He currently serves on the board of L3 Capital and Sherman Associates Ventures. Prior to joining Almanac in 2014, he was an Analyst in the Real Estate & Lodging Investment Banking group at Citi. Prior to joining Citi’s Real Estate & Lodging team, he was an Analyst in Citi’s Treasury and Trade Solutions. Mr. O’Neill graduated Phi Beta Kappa and with distinction from Krannert School of Management at Purdue University in May 2010 with a Bachelor of Science in Honors Economics.
Scott Peters, Senior Vice President
Mr. Peters is a member of Almanac’s investment team and is responsible for conducting operational due diligence on behalf of Almanac for potential investee companies and interfacing with Almanac portfolio companies. Mr. Peters possesses more than 28 years of commercial real estate financial and operational experience. Prior to joining Almanac in 2007, Mr. Peters held the position of Executive Vice President of Asset Management for Combined Properties, Inc. Prior to that, he was the Chief Financial Officer and Chief Operating Officer of Charter Oak Group, Ltd., a subsidiary of Rothschild Realty Inc. and the Chief Financial Officer of Charter Oak Group, concurrently. Mr. Peters previously served as a director of Slate Asset Management and National RV Communities. Mr. Peters graduated from the University of Wisconsin in 1982 with a BBA and is a Certified Public Accountant.
Rob Salisbury, Director of Research, Senior Vice President
Mr. Salisbury serves as the Director of Research for Almanac’s ARPS Fund. Prior to joining Almanac in 2018, he was an Analyst at Citadel LLC, where he managed a global real estate equity portfolio in the Surveyor Capital Program. Before his time at Citadel LLC, Mr. Salisbury was an Analyst at V3 Capital Management LP, a hedge fund focused on value and event-driven investing in real estate securities across the capital structure. He was previously employed as an analyst at UBS Investment Bank in the Equity Research Department, responsible for publishing research reports on public real estate companies in the U.S. and Canada. Additionally, he was an analyst at both Bank of America Merrill Lynch and Citi in their Equity Research Departments. Mr. Salisbury graduated from Duke University in May 2004 with a BA in philosophy and is a CFA Charterholder.
Madeline Wick, Senior Vice President
Ms. Wick is a member of Almanac’s investment team and is responsible for investment origination, analysis, underwriting, structuring, transaction execution, and ongoing management of the investments of the ARS Funds. She currently sits on the board of Merritt Properties and ACRE. Prior to joining Almanac in 2013, she was an Analyst in the Industrials Investment Banking Group at Macquarie Capital. Ms. Wick graduated from The University of Notre Dame in May 2010 with a Bachelor of Arts in the Program of Liberal Studies and Economics, received a Master of Science in Commerce from the University of Virginia in August 2011 and a Masters in Finance from Claremont McKenna College in May 2012.
Matthew Marshall, Vice President
Mr. Marshall is a member of Almanac’s investment team and is responsible for conducting analysis, underwriting, valuation, and transaction execution for the ARS Funds. Prior to joining Almanac in 2015, he was an analyst in the Real Estate & Lodging Investment Banking group at J.P. Morgan. Prior to joining J.P. Morgan, he was an analyst in INTL FCStone’s Investment Banking group in New York. He graduated cum laude from the University of Texas at Austin in May 2012 with a BBA in finance.
Colin Foley, Senior Associate
Mr. Foley is a member of Almanac’s investment team and is responsible for conducting securities and sector analysis, valuation and transaction execution for the ARS Funds. Prior to joining Almanac in 2019, he was an associate in the Real Estate Private Equity group at Ares Management. Before that, he was an analyst in the Real Estate & Lodging Investment Banking group at J.P. Morgan. Mr. Foley graduated from Cornell University in May 2014 with a BA in economics and a minor in French.
J. Trip Burke, Associate
Mr. Burke is a member of Almanac’s investment team and is responsible for conducting securities and sector analysis, valuation and transaction execution for the ARS Funds. Prior to joining Almanac 2018, he was an analyst in the Industrials M&A group at Rothschild & Co. Mr. Burke graduated from the McIntire School of Commerce at the University of Virginia in 2016, with a BS in finance and economics.
Lara Graham, Associate
Ms. Graham is a member of Almanac’s investment team and is responsible for conducting securities and sector analysis, valuation and transaction execution for the ARS Funds. Prior to joining Almanac in 2019, she was an associate in the Investment Banking group at Morgan Stanley. Ms. Graham graduated cum laude from the Wharton School at the University of Pennsylvania in 2013 and received an MBA from MIT Sloan in 2017.
Emma Yabs, Analyst
Ms. Yabs is a member of Almanac’s investment team and is responsible for conducting securities and sector analysis and valuation for the ARS Funds. Ms. Yabs graduated magna cum laude from Fisher College of Business at The Ohio State University in May 2020 with a BS in business administration with specializations in finance and real estate.
Andrew Batinovich, Senior Advisor
Mr. Batinovich joined Almanac as a Senior Advisor in 2017 and is responsible for representing Almanac on the board of PREP Property Holdings and L3 Capital. He currently serves as President and Chief Executive of Glenborough, LLC, a privately held full service real estate investment and management company focused on the acquisition, management and leasing of institutional quality commercial properties. He has served as a director of RAIT Financial Trust (NYSE:RAS) and Chief Executive Officer and as a member of the board of directors of Strategic Realty Trust (SRT), a public non-traded REIT, since Glenborough, LLC and its affiliate SRT Advisors, LLC became property manager and advisor to SRT. He currently serves as a director of Sunstone Hotel Investors (NYSE:SHO). He is a member of the International Council of Shopping Centers (ICSC) and other trade associations. He also serves as a trustee of The American University of Paris. Mr. Batinovich earned a BA in International Business Administration from The American University of Paris.
Simon Wadsworth, Senior Advisor
Mr. Wadsworth joined Almanac as a Senior Advisor in 2012 and is responsible for representing Almanac on the boards of HRIP Holdings and McNeill Hotel Investors. He has previously represented Almanac on the board of Mount Auburn and Nolan Real Estate Services. He served for 16 years as Chief Financial Officer for Mid-America Apartment Communities, a Real Estate Investment Trust with multifamily investments across the U.S. Sunbelt. Upon retirement as CFO, he served as Special Advisor to the Chairman; he was a Director of the company during his entire tenure there. He is the author of “REIT Cash is King”, which focuses on investing in REIT Preferred Securities. Mr. Wadsworth serves as a principal at SS+D Financial, a financial planning company. He received a Bachelor’s degree from Cambridge University in England in 1968 and an MBA from Harvard Graduate School of Business Administration in 1973.
Finance, Investor Relations and Operations
Scott P. Gross
Senior Manager – Accounting
Daniel J. Lee
Senior Associate, Accounting
Joseph Sacchetti, Controller
Mr. Sacchetti is responsible for managing the Almanac accounting team. In that regard, he is responsible for ensuring the accuracy and integrity of the financial and investor reporting function, including oversight of the preparation and issuance of quarterly financial statements and investor reports; the calculation of performance returns; investor communication; and the management of subscription credit facilities. Mr. Sacchetti also provides support to the tax compliance process, and he serves as an active liaison with investment teams related to the valuation process. Prior to joining Almanac in 2012, he was employed by The Hampshire Companies, where he served as a Fund Controller related to real estate investment funds. Mr. Sacchetti was previously employed by Lazard, as an Accounting Manager, where he was responsible for a series of real estate private equity funds. Mr. Sacchetti graduated from the University of Notre Dame in 2002 with a BS in accounting. He is a member of the American Institute of Certified Public Accountants and the National Association of Real Estate Investment Trusts. He is a Certified Public Accountant, licensed in the state of New York.
Scott Gross, Senior Manager – Accounting
Mr. Gross is responsible for the Treasury Management processes of Almanac, including issuance of daily cash reports. He is also responsible for financial statement footnote disclosure, monitoring portfolio company reporting, and for providing guidance to portfolio companies regarding their reporting responsibilities to Almanac. Mr. Gross works closely the Senior Accountant team, and he supports the Controller related to the review and quality control aspects of the investor reporting process. Prior to joining Almanac in 2019, he was employed by Citco Fund Services, where he served as a Senior Vice President and provided accounting and financial reporting services to real estate and private equity funds. Mr. Gross was previously employed by Ranieri Real Estate Partners L.P. as Controller, and prior to that, was employed by Lazard, where he served in various roles, most recently, as the Controller of a series of real estate private equity funds. Mr. Gross graduated from the University at Albany with a BS in accounting in 1989, and received a MBA –Taxation, from Hofstra University in 1993. He is a Certified Public Accountant, licensed in the state of New York.
Danielle Matfess, Tax Manager
Ms. Matfess is responsible for managing the tax compliance functions of the Almanac entities, including overseeing the REIT compliance program, and performing tax research. Ms. Matfess works closely with finance team leadership to provide support to the investment teams related to tax structure, she is responsible for managing the external tax service providers, and she oversees the tax reporting process from the fund’s portfolio companies. Prior to joining Almanac in 2019, she was employed by Ernst & Young LLP, where she served as a Tax Senior with a concentrated focus on the real estate sector, including private and public REITs and real estate investment funds. Ms. Matfess graduated from Syracuse University in 2014 with a BS in accounting and finance, summa cum laude, and an MS in accounting.
Daniel Lee, Senior Associate, Accounting
Mr. Lee, as part of the accounting team, is responsible for preparing the account analysis supporting the quarterly financial reports issued to investors, preparing the quarterly fund review, and supporting the management of the subscription credit facilities. Prior to joining Almanac in 2018, he was employed by PriceWaterhouseCoopers LLP, where he served as an Audit Senior in the Alternative Investments group related to the audit of private equity and hedge funds. Mr. Lee graduated from Pennsylvania State University in 2016 with a BS in accounting, BS in finance, and MS in accounting. He is a Certified Public Accountant, licensed in the state of New York.
Vincent M. Parente
Senior Associate, Accounting
Christopher Scotto
Senior Associate, Accounting
Spencer J. Reiter
Associate, Investor Relations
Vincent Parente, Senior Associate, Accounting
Mr. Parente, as part of the accounting team, is responsible for preparing the account analysis supporting the quarterly financial reports issued to investors, the preparation of capital statements, and the calculation of performance returns. Mr. Parente is also responsible for accounting for the activity of the public securities investment funds, including monitoring trade compliance, capturing trading activity, and ensuring daily reconciliation between prime brokers and the fund administrator. Mr. Parente joined Almanac upon graduation from Rider University in 2015, where he received a BS in finance, magna cum laude.
Christopher Scotto, Senior Associate, Accounting
Mr. Scotto, as part of the accounting team, is responsible for preparing the account analysis supporting the quarterly financial reports issued to investors, processing capital call and distribution notices, monitoring daily cash activity, and assisting in AUM reporting. Prior to joining Almanac in 2020, he was employed by Jordan/Zalaznick Advisers, Inc., where he served as an Accountant for a closed-end investment fund. Prior to that, he was employed by SS&C Technologies as a Senior Associate responsible for maintaining the financial records for several investment funds, including processing capital calls and issuing partner capital statements. Mr. Scotto graduated from the University of Scranton in 2016 with a BS in accounting with a minor concentration in finance, and MS in accounting in 2017.
Spencer Reiter, Associate, Investor Relations
Mr. Reiter is responsible for supporting Almanac’s capital raising and investor relations activities. Prior to joining Almanac in 2019, he was an Analyst on the Fund Investment team at Hamilton Lane. He graduated from Tulane University in 2016 with a major in finance and a minor in marketing.
Engy Gadelmawla, Paralegal
Ms. Gadelmawla is responsible for assisting Almanac’s General Counsel in its legal matters. Prior to joining Almanac in 2019, she was an Analyst at Raith Capital Partners. Ms. Gadelmawla graduated Phi Beta Kappa from Drew University in 2018 with a BA in political science in addition to a Graduate Certificate in conflict resolution and leadership.
Administration
Mali A. Monges
Receptionist and Office Assistant
Deanna Kipnes, Executive Assistant
Deanna joined Almanac in 2019 and serves as an executive assistant to the Head of Almanac Realty Investors, a Managing Director and General Counsel. She provides administrative support to senior management, coordinates firm events, and assists in marketing projects. Her experience includes the fields of Intellectual Property Law, Investment Banking and Private Equity. Deanna graduated from the University of Wisconsin – Madison with a BS in economics.
Laura LoRubbio, Executive Assistant
Laura joined Almanac in 2014 and serves as executive assistant to four Managing Directors on the investment team. She is a seasoned executive assistant with over 25 years of experience in the field providing administrative support to senior management teams.
Marilou Reventar, Executive Assistant
Marilou joined Almanac in 1997 and serves as executive assistant to one Managing Director and the Chief Financial Officer. She provides administrative support to senior management and investment teams. She also coordinates with several portfolio company boards. Ms. Reventar graduated from University of the Philippines in 1978 with a BS in statistics.
Mali Monges, Receptionist and Office Assistant
Mali joined Almanac in 2013 and serves as the Receptionist and Office Assistant. She manages the front office, internal office logistics and provides administrative support. Ms. Monges graduated from Long Island University in 2013 where she received a BA in psychology and an MA in industrial and organizational psychology from Brooklyn College in 2015.