Pictured is the renovated Fitness Center at Magnolia at Whitlock in Marietta, GA.
Paul is the Managing Partner of Croatan Investments. Paul has managed and led Croatan Investments and its predecessor firms since 2005. His primary focus is guiding the overall investment strategy and growth plan for the firm.
Paul began his career as a mergers & acquisitions investment banker at UBS in New York City and advised on transactions in consumer product, food service, agricultural, healthcare and technology industries. Paul then transitioned to Harbor Group International where he became a Vice President of Acquisitions covering multifamily markets across the Mid-Atlantic, Southeast, Midwest and Texas.
Paul is currently active with the Urban Land Institute (ULI), National Multi-Housing Council (NMHC), Alternative & Direct Investment Securities Association (ADISA), and Association of Asian American Investment Managers (AAAIM). He received his Bachelor of Arts degree from Duke University.
Don is a Principal at Croatan Investments. He is involved in the acquisitions, dispositions, and financing of investments. He also focuses on maintaining and expanding institutional equity relationships.
Over the past 20 years, Don has completed more than $2 billion in multifamily transactions across the Mid-Atlantic, Southeast, Midwest and Texas markets.
Prior to joining Croatan Investments, Don was the Director of Acquisitions at Fogelman Properties. He has also held senior positions at UDR, Archon Residential (a Goldman Sachs Company), and Harbor Group International. Don received his Bachelor of Science degree in Business Administration from East Carolina University.
Chris is a Principal at Croatan Investments. He is responsible for executing the investment strategy at the asset level and value creation through direct oversight of property operations and capital programs. He is also intimately involved with acquisitions, investor relations, financings and dispositions.
Prior to joining Croatan Investments, Chris was with Atlantic Bay Mortgage Group where he priced and securitized residential mortgages.
Chris is a member of the Urban Land Institute (ULI), National Multi-Housing Council (NMHC) and various civic organizations. He is a graduate of East Carolina University, where he received his Bachelor of Science degree in Business Administration with a concentration in Finance.
Geoffrey “Geo” Chen
Geoffrey “Geo” Chen is a Principal at Croatan Investments. He is involved in business development and capital sourcing. He started his career in New York City as a currency trader for the Royal Bank of Scotland. He then segued to Credit Suisse in Singapore where he managed the developed markets currency trading business. In 2017, Geo left the banking industry to manage capital through his family office, Stratosphere Trading.
Geo is a member of the Association of Asian American Investment Managers (AAAIM) and received his Bachelor of Science degree from Duke University. He is active in the Asian investment community as well as philanthropy, where he supports causes in environmental conservation and humanitarian aid.
William is the Managing Director of Capital Markets at Croatan Investments. He focuses on originating and structuring capital markets solutions for the firm’s initiatives ranging from equity, fund management, and corporate level debt.
Prior to Croatan Investments, William was an Independent Broker-Dealer for 15 years. During that time, he completed 65 capital offerings, was the sell side advisor on 35 M&A transactions, structured non-recourse CMBS financing for real estate owners, and was the primary market maker for 300+ OTC listed companies.
William received his Bachelor’s degree in Economics from Roanoke College.
Vice President of Asset Management
Shannon is the Vice President of Asset Management for Croatan Investments. She is focused on the execution of the business plans and maximizing the performance of assets in the portfolio. She brings over two decades of solid industry experience to the team ranging from real estate development, property management, acquisitions, and sales of commercial, multifamily, and single-family homes.
Prior to joining Croatan Investments, Shannon worked with Related Group, LYND, Bell Partners, Fogelman, and The Franklin Johnston Group.
Shannon received her Bachelor’s degree from the University of Georgia.
Vice President of Construction
Jamie is the Vice President of Construction for Croatan Investments. He focuses on developing and executing capital plans on all of Croatan’s assets. He previously worked at Harbor Group International where he oversaw $70MM in total capital projects. In addition to multifamily assets, he has extensive experience in commercial properties and government contracts.
Jamie was previously licensed as a Class A General Contractor in the State of Virginia and received his Bachelor of Science degree in Construction Management from East Carolina University.
Director of Construction
Jim is the Director of Construction at Croatan Investments. He is responsible for the execution of all property renovations and capital projects.
Prior to joining Croatan Investments, Jim oversaw projects in the retail sector ranging from redevelopments to new construction as the Vice President of Construction for a commercial REIT. He also devoted a number of years to Dollar Tree Stores, Inc. overseeing new store construction throughout the Southeast. In his tenure, he oversaw the completion of over 150 Dollar Tree stores.
Jim is a licensed Class A Contractor in the State of Virginia and received his Bachelor of Science degree from Hampden-Sydney College.
Chief Financial Officer
Elizabeth is the Chief Financial Officer for Croatan Investments. She is responsible for the accounting management of the company and works closely with the firm’s investors, property management companies, bankers, and tax accountants.
Prior to joining Croatan Investments, we was a Financial Auditor with Price Waterhouse Coopers, and segued into consulting.
Elizabeth is a member of the Association of Asian American Investment Managers (AAAIM) and received her Bachelor of Accounting and Master of Accountancy with a focus on Information Systems from Virginia Tech. She is a member of the Virginia Society of CPAs and has held her CPA license for over 20 years.
Elizabeth is a Project Manager at Croatan Investments. She provides support across multiple functions of the firm and identifies opportunities for process improvement and policy development. She also manages special projects related to investor relations and corporate marketing.
Prior to joining Croatan Investments, Elizabeth dedicated several years to the defense industry providing energy storage and power management solutions for the U.S. military.
Elizabeth is a member of the Association of Asian American Investment Managers (AAAIM) and received her Bachelor of Science degree in Business Administration from Old Dominion University.
Angus is an Associate at Croatan Investments. He is involved in transactions and asset management for the company.
Prior to joining Croatan Investments, he served as a Senior Analyst on Cushman & Wakefield’s Research & Consultancy team in Hong Kong and focused on providing reports and research on residential, office, retail and industrial sectors and advisory services to financial service firms and developers. Angus also worked for Smithfield Foods, Inc. as an Operations Analyst.
Angus is a member of the Association of Asian American Investment Managers (AAAIM) and received his Master’s degree in Business Administration from The Mason School of Business at The College of William & Mary and a Bachelor of Science degree in Business Administration with a double major in Finance and Business Analytics from Old Dominion University.
Veronica is an Accounting Coordinator at Croatan Investments. She is involved with accounting projects related to construction management, asset management and transactions.
Prior to joining Croatan Investments, Veronica worked in the defense industry for over 10 years. Her experience includes accounts payable management, contract administration, office operations, and human resources.
Veronica received an Associate of Applied Science degree in Paralegal Studies.