|Donovan||https://www.cdfifund.gov/Lists/CDFI Staff/DispForm.aspx?ID=1||Annie||Donovan||Annie Donovan||<p>Director Annie Donovan has deep roots in community development and finance. She was most recently Chief Executive Officer of CoMetrics, a social enterprise that provides high quality, affordable business intelligence tools to small businesses and nonprofits seeking to improve financial management, better measure social impact, and
increase their capacity for innovation.
Prior to CoMetrics, Director Donovan was Senior Policy Advisor to the White House, working collaboratively with the Office of Social Innovation and the Council on Environmental Quality. She was part of a team focused on advancing impact investing, social enterprise and impact data as key strategies for improving the social sector. Donovan has been Chief Operating Officer of Capital Impact Partners, a certified Community Development Financial Institution (CDFI) where she was instrumental in creating the high performing teams and strategic plans that positioned Capital Impact as a market leader in the areas of education, health care, long terms care and affordable homeownership finance. She led the company’s efforts to build capacity in fundraising, policy, and innovation. </p><p>Director
Donovan has also been a thought leader and a board member of many of the highest performing organizations in the community development sector, including serving as President of the New Markets Tax Credit Coalition. She has published papers and articles for the National Academy for Public Administration, the Federal Reserve Bank of San Francisco, the Federal Reserve Bank of Boston, Forbes, and the Skoll World Forum on Social Entrepreneurship. She has an undergraduate degree in Economics and an MBA in Finance.
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|Kerney-Willis||https://www.cdfifund.gov/Lists/CDFI Staff/DispForm.aspx?ID=32||Tricia||Kerney-Willis||Tricia Kerney-Willis||<p>Tricia Kerney-Willis serves as Senior Advisor to the Director overseeing management of intergovernmental relationships to include city, state and federal, as well as the private and philanthropic sectors. She is also responsible for strategic initiatives and public engagements that impact the CDFI community.</p><p>Prior to her return to the CDFI Fund, Ms. Kerney-Willis served as Deputy Director for the White House Council on Strong Cities, Strong Communities (SC2) – a federal interagency pilot initiative designed to strengthen and enhance cities and regions by enhancing the capacity of local governments to develop and execute economic development plans. In her prior role at the CDFI Fund, she served as manager of the Office of Training and Outreach. She was responsible for oversight of national outreach and training initiatives for Community Development Financial Institutions (CDFIs), Community Development Entities (CDEs), and increasing awareness of CDFI Fund programs with public and private sector stakeholders.</p>
<p>Before joining the Department of the Treasury in July 2009, Ms. Kerney-Willis was a Vice President in the Consumer Real Estate division at Bank of America Corporation in Washington, DC, where she focused on Community Reinvestment Act (CRA) lending. She also served as an Assistant Vice President and Relationship Client Manager in the Community Development Banking division. She began her career in community development finance at Baltimore Community Lending - a U.S. Treasury certified CDFI. She managed the Commercial and Multifamily Real Estate Lending division which provided loans to small, minority, and women-owned real estate developers and investors for the rehabilitation and adaptive reuse of vacant and abandoned properties in Baltimore City. She is a graduate of the State University of New York at Buffalo where she earned a Bachelor of Arts in Political Science, a Master of Science in Public Affairs, and a Master of Urban Planning from the university's School of Architecture and Planning</p>||01;Office of The Director||12;Senior Advisor||<img alt="Tricia Kerney-Willis" src="/PublishingImages/Kerney-Willis.jpg?s=8EF685CA26471D05867963BE8213E7526D808526" style="BORDER:0px solid;" />|
|Merkowitz||https://www.cdfifund.gov/Lists/CDFI Staff/DispForm.aspx?ID=30||Jeff||Merkowitz||Jeff Merkowitz||<p> Jeff Merkowitz is Senior Advisor to Director Donovan. Previously, Mr. Merkowitz was the Director of Operations and Legislative Assistant for Senator Barbara Boxer of California for 8 years. Before that he was Chief of Staff to Marian Wright Edelman at the Children’s Defense Fund, CFO of Opportunity Fund (a CDFI and CDE), Executive Assistant to the Assistant Secretary for Planning and Evaluation at the U.S. Department of Health and Human Services, and served in the U.S. Peace Corps. Mr. Merkowitz has an MBA from the University of Michigan and a BA in Politics from Princeton. </p>||01;Office of The Director||12;Senior Advisor||<img alt="Jeff Merkowitz" src="/PublishingImages/Jeff%20Merkowitz%203.jpg" style="BORDER:0px solid;" />|
|Nolan||https://www.cdfifund.gov/Lists/CDFI Staff/DispForm.aspx?ID=2||Dennis ||Nolan||Dennis Nolan||<p>Dennis Nolan joined the CDFI Fund as Deputy Director in October 2011. As Deputy Director, Mr. Nolan is responsible for taking the lead in developing policies, operating procedures, internal controls, and short- and long-term strategic plans. With years of experience in community and economic development policies, administration and finance, Mr. Nolan helps ensure the success and longevity of the CDFI Fund and its programs. Mr. Nolan is also responsible for coordinating, evaluating, and enhancing the CDFI Fund’s programs.
Prior to working at the CDFI Fund, Mr. Nolan was the Deputy Chief Financial Officer in the Department of Administration and Finance at the Millennium Challenge Corporation, an independent U.S. foreign aid agency focused on fighting global poverty. Prior to Millennium Challenge Corporation, Mr. Nolan served at the Environmental Protection Agency and the Federal Deposit Insurance Corporation for a total of 25 years experience in federal financial management.</p>||02;Office of The Deputy Director||02;Deputy Director||<img alt="" src="/PublishingImages/Dennis%20Nolan.2.jpg" style="BORDER:0px solid;" />|
|McInnis||https://www.cdfifund.gov/Lists/CDFI Staff/DispForm.aspx?ID=31||Tanya||McInnis||Tanya McInnis||<p>Tanya McInnis is the Senior Advisor in the Office of the Deputy Director at the U.S. Department of the Treasury’s Community Development Financial Institutions Fund (CDFI Fund). In this capacity, she advises the Director and Deputy Director and plans, directs, coordinates, and evaluates the day-to-day administrative, financial, and operational activities for the organization. Ms. McInnis has spent the majority of her career in the affordable housing and community and economic development sectors. Prior to joining the CDFI Fund, Ms. McInnis was the owner and operator of a private consulting practice specializing in transaction analysis, structuring and negotiation; cost savings analysis; compliance analysis; quality control and assurance; property inspections; and strategic planning for affordable housing and community and economic development organizations. </p><p>Before running her consulting practice, Ms. McInnis served as a vice president at Opportunity Finance Network, a leading national nonprofit intermediary and CDFI, where she implemented and managed its residential mortgage program that was created to provide a competitive, local response to predatory and sub-prime lending in minority and low-income communities. Her prior experience also included serving as a senior manager at Fannie Mae, where she underwrote and managed a portfolio of CDFIs and structured and traded mortgage securities. </p><p>Ms. McInnis began her career as a securities trader at Wells Fargo Bank, Fidelity Investments, and First Investors Corporation. Ms. McInnis received a B.A. degree in Sociology and has a minor in Mechanical Engineering from the University of Virginia in Charlottesville, Virginia. She completed the Federal Executive Institute Executive Leadership Development Program in August 2014. Additionally, Ms. McInnis is a career and performance coach.</p>||02;Office of The Deputy Director||12;Senior Advisor||<img alt="Tanya McInnis Portrait" src="/PublishingImages/Tanya%20McInnis%207%20(00000002).jpg" style="BORDER:0px solid;" />|
|Holmes||https://www.cdfifund.gov/Lists/CDFI Staff/DispForm.aspx?ID=3||Telma||Holmes||Telma Holmes||<p>Telma Holmes is the Operations Manager of the CDFI Fund and oversees the management of the Fund's infrastructure, including human resources, acquisitions, property, equipment, space logistics, safety, travel, and training. Since joining the Operations team in 2011, she has been the Fund's Small Business Specialist, providing advice to the program offices on procuring small business and informing small business owners on procurement opportunities within the CDFI Fund. She began her career at the CDFI Fund in 2009, serving as Chief Information Officer.</p><p>Prior to the CDFI Fund, Ms. Holmes was the Contracting Officer Technical Representative (COTR) of the Treasury Foreign Intelligence Network (TFIN) where she was responsible for developing and directing the successful implementation of a project management plan to stabilize the Treasury Department's only Top Secret IT system.</p><p>Ms. Holmes has over 20 years of experience within the Department of the Treasury and has previously been an IT Specialist and Program Analyst within the Office of the Chief Information Officer, a Budget Analyst for the Working Capital Fund Program Office, a Program Analyst within the Information Technology Strategy and Policy division and has served as President of the National Treasury Employee Union.</p>
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|Sigal||https://www.cdfifund.gov/Lists/CDFI Staff/DispForm.aspx?ID=5||Marcia||Sigal||Marcia Sigal||<p>Marcia Sigal is the Program Manager for the CDFI Fund's Capital Magnet Fund. Previously, Ms. Sigal was the Director of the Program Policy Division for the Office of Affordable Housing Programs in the U.S. Department of Housing and Urban Development. Ms. Sigal is a seasoned affordable housing professional, having served as the Director of Community and Economic Development at the Council of State Community Development Agencies, Community Development Policy Analyst for the National Association of Housing and Redevelopment Officials (NAHRO), and Management Analyst at the VA Department of Housing and Community Development. She has a Master’s in City Planning from the Massachusetts Institute of Technology and a BS from Cornell University.</p>||05;Capital Magnet Fund||03;Program Manager||<img alt="Marcia Sigal Portrait" src="/PublishingImages/Marcia%20Sigal.JPG" style="BORDER:0px solid;" />|
|Jones||https://www.cdfifund.gov/Lists/CDFI Staff/DispForm.aspx?ID=4||Lisa||Jones||Lisa Jones||<p>Lisa M. Jones is the Manager of the CDFI Bond Guarantee Program at the Community Development Financial Institutions Fund.
Prior to joining the CDFI Fund, Ms. Jones’s professional experiences comprised pension fund management, small business and venture capital initiatives, community and economic development, global economic policy and investment research, corporate and real estate finance, and commercial lending. Her prior experiences also included serving as a principal for Quest Capital Strategies; senior financial analyst for United Technologies Corporation global pension funds; international analyst for the Joseph E. Seagram & Sons Treasury Unit; associate for American International Group; and Loan Associate for Mitsui Manufacturers Bank. </p><p>
Ms. Jones received a Master of Business Administration in Entrepreneurial Management and Finance from the Wharton School of the University of Pennsylvania and a Bachelor of Arts in Finance and Marketing from the University of California at Berkeley. She is a Chartered Financial Analyst and a member of the CFA Society Washington, DC. She was a member of the Women Angels.net, the first structured women’s “angel” venture capital investment club in the U.S. designed to invest in emerging growth companies in the Mid-Atlantic region.</p>
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|Kuchar||https://www.cdfifund.gov/Lists/CDFI Staff/DispForm.aspx?ID=6||Amber||Kuchar||Amber Kuchar||<p>Amber Kuchar is the CDFI Program and NACA Program Manager at the Community Development Financial Institutions Fund. </p><p>Prior to joining the CDFI Fund, Amber was an investment officer for the Calvert Foundation, a CDFI, where she managed a $68 million investment portfolio of CDFIs including Native CDFIs, CDEs, and social enterprise organizations.
Before joining Calvert Foundation, Amber worked at NCB Capital Impact, also a CDFI, as a commercial loan underwriter where she underwrote loans for healthcare centers, affordable housing cooperatives, and charter schools. Early in her career, Amber was an Export and Marketing Associate for a coffee cooperative in Matagalpa, Nicaragua, and Sr. Consumer Lending Loan Officer at Bay Federal Credit Union. She has a Master of Public Policy from Duke University located in Durham, North Carolina and a Bachelor of Science in International Development from the University of California Los Angeles. </p>||07;CDFI Program and Native Initiatives||03;Program Manager||<img alt="" src="/PublishingImages/Amber%20Kuchar%20(2).jpg" style="BORDER:0px solid;" />|
|Miller||https://www.cdfifund.gov/Lists/CDFI Staff/DispForm.aspx?ID=8||Karen||Miller||Karen Miller||<p>Karen Miller is the CDFI Fund’s Financial Manager. Ms. Miller came to Treasury in 1997 as a secretary in the Office of the DCFO. She received her Accounting degree and transitioned into the Office of Financial Management in 2000 as an accountant responsible for the Exchange Stabilization Fund (ESF), where she ensured that ESF consistently achieved clean audit opinions. Ms. Miller later became a supervisor, overseeing the reporting of various funds/accounts within Treasury including the American Recovery and Reinvestment Act accounts. She recently returned to the Office of Deputy Chief Financial Officer to assist in the financial reporting of the AFR (Annual Financial Report) and the government-wide financial statements.</p>||09;CFO||06;Financial Manager|
|Bischak||https://www.cdfifund.gov/Lists/CDFI Staff/DispForm.aspx?ID=9||Greg||Bischak||Greg Bischak||<p>Greg Bischak manages the Office of Financial Strategies and Research at the Community Development Financial Institutions Fund. He oversees research and analysis related to programmatic activity, development of performance data and strategic research to ensure effective implementation of the CDFI Fund mission. </p><p>
Prior to joining the CDFI Fund, he was a senior economist for the Appalachian Regional Commission where he directed economic development research. Mr. Bischak served as executive director of the National Commission for Economic Conversion and Disarmament and was for developing public education and policy research on economic conversion, defense employment impacts, disarmament and industrial policy. He was also an economic professor at Ramapo College in New Jersey. </p><p>
Mr. Bischak is a member of the Transportation Research Board of the National Academy of Science, and Co-Chair of the Transportation and Economic Development Committee. His research has been published in a wide variety of scholarly journals and publications. He received his PhD from the New School for Social Research. </p>||10;Financial Strategies and Research||03;Program Manager||<img alt="FS&R Manager Greg Bischak" src="/PublishingImages/Greg%20Bischak.jpg" style="BORDER:0px solid;" />|
|Markovitz||https://www.cdfifund.gov/Lists/CDFI Staff/DispForm.aspx?ID=10||Paul||Markovitz||Paul Markovitz||<p>Paul Markovitz serves as the Chief Information Officer at the Community Development Financial Institutions Fund. He guides the CDFI Fund in the development and design of innovative information technology by working with CDFI Fund staff to improve business practices and pursue new methods of collaboration and decision-making.
</p><p>Prior to joining the CDFI Fund in February 2011, Mr. Markovitz spent over 20 years working in the IT field within the Federal government. Most recently, Mr. Markovitz spent seven years at the National Science Foundation (NSF). At NSF, he served as the Foundation’s Chief Enterprise Architect, Senior Agency Information Security Officer, and Chief of the Security, Architecture, Policy and Plans branch. </p><p>Prior to NSF, Mr. Markovitz worked for a little over six years at the National Institutes of Health (NIH). At NIH, he served as an IT Project Manager for NIH’s enterprise grant management systems. In addition to managing various software development projects, Mr. Markovitz led activities for planning and managing the IT portfolio budget for NIH’s enterprise grant systems. While at NIH, Paul also served on a 6-month detail as a Solutions Architect to the Federal Grants.gov initiative.
</p><p>Before working for NIH, he spent 18 months in private industry at TYC Associates, Inc., a small 8A firm. Mr. Markovitz was a Project Leader and Senior Systems Analyst on a 5-year NIH contract where he supported the planning, design and development of NIH’s grant management systems. He began his federal career at the National Institutes of Standards and Technology (NIST) where he specialized in various communications protocols.
Mr. Markovitz holds a Master’s Degree in Computer Science from Loyola University.
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|Berg||https://www.cdfifund.gov/Lists/CDFI Staff/DispForm.aspx?ID=11||Jeff||Berg||Jeff Berg||<p>Jeffrey C. Berg serves as Legal Counsel to the Community Development Financial Institutions Fund. Mr. Berg has been with the CDFI Fund since 1998, as lead counsel on all legal matters related to the CDFI Fund's policies, programs, and administration. In 2000, Mr. Berg received the Office of General Counsel's Excellence in Management Award; in 2011, he received OGC’s Miklos L. Lonkay Award for excellence. </p><p>
Mr. Berg’s background in the area of housing and community development includes serving as Director of Research and Development for the Alexandria (Virginia) Redevelopment & Housing Authority in the 1980s; as an attorney in private practice, specializing in housing and community development law, from 1988 to 1994; and as Assistant General Counsel for The Enterprise Foundation from 1994 to 1998. </p><p>
Mr. Berg holds an Undergraduate Degree in Social Work from The Catholic University of America (1977), where he received the Most Distinguished Social Work Award and was elected to Phi Beta Kappa; a Graduate Degree in Public Administration from the University of Southern California (1982); and a JD from the Georgetown University Law Center (1988). He is a member of the District of Columbia Bar. </p>||12;Legal Counsel||08;Legal Counsel|
|Boehlert||https://www.cdfifund.gov/Lists/CDFI Staff/DispForm.aspx?ID=35||Jason||Boehlert||Jason Boehlert||13;Legislative and External Affairs||05;Manager|
|Ibanez||https://www.cdfifund.gov/Lists/CDFI Staff/DispForm.aspx?ID=13||Robert||Ibanez||Robert Ibanez||<p>Bob Ibanez is the Manager of the New Markets Tax Credit Program and Bank Enterprise Award Program at the Community Development Financial Institutions Fund. In this capacity, he is responsible for overseeing the management of tax credit allocations to Community Development Entities and monetary awards to FDIC-insured financial institutions around the country that are dedicated to financing and supporting community and economic development activities. </p><p>
Prior to joining the CDFI Fund, Mr. Ibanez managed a private consulting practice specializing in business planning, capital acquisition and formation, financial management, and organizational assessments for non-profit, community development organizations. While working as a consultant he also served as an application reviewer for the CDFI Fund. His prior experience also includes serving as a senior loan and investment officer for Neighborhood Housing Services of America; vice president for the Initiative for a Competitive Inner City-Boston Advisors; associate director for internal consulting for the Neighborhood Reinvestment Corporation; and as a former VISTA Volunteer. </p><p>
Mr. Ibanez received a Master’s Degree in Management from American College and a Bachelor’s Degree in Marketing from the University of Massachusetts, Amherst. </p>||14;New Markets Tax Credit Program and Bank Enterprise Award Program||03;Program Manager||<img alt="NMTC Program and BEA Program Manager Bob Ibanez" src="/PublishingImages/Bob%20Ibanez.jpg" style="BORDER:0px solid;" />|