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Donovan Staff/DispForm.aspx?ID=1AnnieDonovanAnnie 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. </p><p> 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. </p>01;Office of The Director01;Director<img alt="" src="/SiteCollectionImages/pic-director.jpg" style="BORDER:0px solid;" />
Kerney-Willis Staff/DispForm.aspx?ID=32TriciaKerney-WillisTricia 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 Director12;Senior Advisor<img alt="Tricia Kerney-Willis" src="/PublishingImages/Kerney-Willis.jpg?s=8EF685CA26471D05867963BE8213E7526D808526" style="BORDER:0px solid;" />
Merkowitz Staff/DispForm.aspx?ID=30JeffMerkowitzJeff Merkowitz<p>Jeff Merkowitz is Senior Advisor to CDFI Fund Director Annie Donovan and brings over two decades of both policy and direct, on the ground experience in the areas of housing finance and community development. He previously served as Director of Operations and Legislative Assistant to U.S. Senator Barbara Boxer, where he was responsible for crafting the Senator’s policy responses to both the foreclosure crisis and the longstanding shortage of affordable housing in California. His work for the Senator to expand refinancing opportunities led to over 2 million struggling homeowners being able to refinance their mortgages at historically low rates, and he led efforts in the Senate to push the Federal Housing Finance Agency to fund the Housing Trust Fund and Capital Magnet Fund. </p><p>Prior to his time in the Senate, Merkowitz served as the Chief Financial Officer for Opportunity Fund, a certified CDFI. There he created the financial infrastructure to manage over $25 million in lending programs for affordable housing development and small businesses, as well as receive and distribute $50 million in New Markets Tax Credit allocations, and developed key partnerships with local and national banks. While in California, he also was a director on the board of InnVision, the largest homeless services provider in the South Bay.</p><p>Additionally, Merkowitz served as a Peace Corps Volunteer in Costa Rica, where he organized local women’s groups to start up small businesses and provided assistance to rural communities with small development projects such as bridges, roads, health posts, and potable water projects. He is a graduate of Princeton University and earned a MBA from the Ross School of Business at the University of Michigan.</p> 01;Office of The Director12;Senior Advisor<img alt="Jeff Merkowitz" src="/PublishingImages/Jeff%20Merkowitz%203.jpg" style="BORDER:0px solid;" />
Nolan Staff/DispForm.aspx?ID=2Dennis NolanDennis Nolan<p>Dennis Nolan joined the CDFI Fund in October 2011. As Deputy Director for Finance and Operations, 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.  </p><p> 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 Director02;Deputy Director<img alt="" src="/PublishingImages/Dennis%20Nolan.2.jpg" style="BORDER:0px solid;" />
Sigal Staff/DispForm.aspx?ID=5MarciaSigalMarcia Sigal<p>Marcia Sigal is the Deputy Director for Policy and Programs for the CDFI Fund, where she oversees the efforts of all of the CDFI Fund’s award programs in support of the CDFI Fund’s strategic vision. She previously served as the Program Manager of the Capital Magnet Fund. Prior to joining the CDFI Fund, 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’s expertise as a community development policy analyst and innovator served her well as the Director of Community and Economic Development at the Council of State Community Development Agencies, an Affordable Housing Policy Analyst for the National Association of Housing and Redevelopment Officials (NAHRO), and Management Analyst at the Fairfax, VA Department of Housing and Community Development. In these roles, Ms. Sigal has shaped national outcome measurement metrics for community development programs, designed and launched new community development and affordable housing policies and programs, and developed capacity building and technical assistance programs for non-profit organizations as well as state and local governments. She has a Master’s Degree in City Planning from the Massachusetts Institute of Technology and attended Cornell University, where she studied community services and social work.</p>02;Office of The Deputy Director02;Deputy Director<img alt="Marcia Sigal Portrait" src="/PublishingImages/Marcia%20Sigal.JPG" style="BORDER:0px solid;" />
Holmes Staff/DispForm.aspx?ID=3TelmaHolmesTelma 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> 04;Administrative Operations05;Manager<img alt="Telma Holmes Portrait" src="/PublishingImages/Telma%20Holmes.jpg" style="BORDER:0px solid;" />
Sampson Staff/DispForm.aspx?ID=65PaulaSampsonPaula Sampson<p>Paula Sampson is the Acting Program Manager and Senior Program Advisor to the Capital Magnet Fund at the CDFI Fund. She has an extensive background in affordable housing development and finance at the local, state and national levels. She has been with the CDFI Fund since January 2017. </p><p>Prior to joining the CDFI Fund, Ms. Sampson was the President and CEO of Homes for America, a nonprofit housing developer. She was Executive Director of the combined Fairfax County, Virginia, Department of Housing and the Fairfax County Redevelopment and Housing Authority where she headed the agency in the development and financing of affordable housing, played a key role in the reinvention of the agency’s Public Housing, and led several highly successful public-private partnerships for the county. She was the agency’s Director of Real Estate Finance before being named Executive Director. She was named “Housing Person of the Year” in 2015 by AHOME of Northern Virginia. Many of the projects and initiatives led by Ms. Sampson have been nationally recognized for their innovation and success. She was President and CEO of the Connecticut Housing Investment Fund, a statewide CDFI, from 1993 – 1999. She previously worked for the National Association of Counties, giving her extensive experience in housing policy, and she started her career in Genesee County, Michigan as an urban planner. </p><p>Ms. Sampson has an MBA from George Mason University and a BA from the University of Michigan. </p> 05;Capital Magnet Fund04;Acting Program Manager<img alt="" src="/PublishingImages/Paula%20Sampson.jpg" style="BORDER:0px solid;" />
Jones Staff/DispForm.aspx?ID=4LisaJonesLisa 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, 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> 06;CDFI Bond Guarantee Program03;Program Manager<img alt="" src="/PublishingImages/Lisa%20Jones.jpg" style="BORDER:0px solid;" />
Kuchar-Bell Staff/DispForm.aspx?ID=6AmberKuchar-BellAmber Kuchar-Bell<p>Amber Kuchar-Bell 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 Initiatives03;Program Manager<img alt="" src="/PublishingImages/Amber%20Kuchar%20(2).jpg" style="BORDER:0px solid;" />
McInnis Staff/DispForm.aspx?ID=31TanyaMcInnisTanya McInnis<p>Tanya McInnis is the Acting Manager of the Office of Certification, Compliance Monitoring and Evaluation as well as a 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>08;Certification, Compliance Monitoring and Evaluation04;Acting Program Manager<img alt="Tanya McInnis Portrait" src="/PublishingImages/Tanya%20McInnis%207%20(00000002).jpg" style="BORDER:0px solid;" />
Miller Staff/DispForm.aspx?ID=8KarenMillerKaren Miller<p>Karen Miller is the Financial Manager for the CDFI Fund, having the responsibility of managing the budget execution, formulating the President’s Budget, oversight of the monthly financial statements, the CDFI Fund’s yearly audit, and preparing their annual financial report (AFR). Her team provides support to all areas of the CDFI Fund, ensuring proper use of appropriated funds, the availability of funds, and responding to various data calls that come out of Departmental Offices, Department of the Treasury. </p><p>Karen came to Treasury in 1997 as a secretary in the Office of the Deputy Chief Financial Officer and later received her Bachelor’s degree in Accounting, transitioning 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. She later became a supervisor, overseeing the reporting of various funds/accounts within Treasury, including the American Recovery and Reinvestment Act accounts. Prior to Karen coming to the CDFI Fund in November 2012, she also assisted in the financial reporting of Treasury’s AFR and the government-wide financial statements.</p><p>Karen has a combined total of 31 years of Federal Government service, having spent 13 years with the Department of Defense prior to joining Treasury. </p>09;CFO06;Financial Manager<img alt="" src="/PublishingImages/Karen%20Miller.jpg" style="BORDER:0px solid;" />
Bischak Staff/DispForm.aspx?ID=9GregBischakGreg 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 Research03;Program Manager<img alt="FS&R Manager Greg Bischak" src="/PublishingImages/Greg%20Bischak.jpg" style="BORDER:0px solid;" />
Markovitz Staff/DispForm.aspx?ID=10PaulMarkovitzPaul 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 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. </p>11;Information Technology07;Chief Information Officer
Noel Staff/DispForm.aspx?ID=48DeniseNoelDenise Noel<p>Denise N. Noel is Legal Counsel to the Community Development Financial Institutions Fund (CDFI Fund) and in that role functions as lead counsel on all legal matters related to the CDFI Fund’s policies, programs, and administration. Prior to being named Legal Counsel in 2017, Ms. Noel was an Attorney/Advisor to the CDFI Fund and served as lead attorney for numerous CDFI Fund programs and initiatives, including the CDFI Program, Native American CDFI Assistance Program, the Bank Enterprise Award Program, and the CDFI Fund Prize Challenge. Ms. Noel was most recently the lead attorney for the CDFI Fund’s CDFI Bond Guarantee Program, where she was instrumental in the legal structuring of the program from inception and the drafting of the regulations. To date, Ms. Noel has closed over $1.5 billion dollars in Bond Guarantee Program transactions. During her tenure at the CDFI Fund, Ms. Noel has received the CDFI Fund’s Director’s award for Outstanding Leadership, as well as the U.S Department of the Treasury’s Certificate for Effective and Efficient Operations in Treasury’s Legal Division. Ms. Noel is also a Partnership for Public Service Excellence in Government Fellow. Prior to joining the CDFI Fund, Ms. Noel was an attorney in private practice with O’Melveny and Myers LLP. Ms. Noel has a Bachelor degree in Management Information Systems from the Florida State University College of Business, and a Juris Doctorate from the George Washington University Law School. She is a member of District of Columbia Bar and the State of Maryland Bar.</p>12;Legal Counsel08;Legal Counsel
Boehlert Staff/DispForm.aspx?ID=35JasonBoehlertJason Boehlert<p>Jason Boehlert is the Program Manager for Legislative and External Affairs for the CDFI Fund. In this role he oversees the CDFI Fund’s Congressional and public affairs activities. He has over 20 years legislative and communications experience in the housing, community development, and economic development sectors. Prior to joining the CDFI Fund, he served as Executive Director of the National Association of Local Housing Finance Agencies (NALHFA) and National Association for County Community and Economic Development (NACCED). He has also held government relations positions with the Manufactured Housing Institute (MHI), National Association of Development Organizations (NADO), and the National Association of Home Builders (NAHB). He holds an MA from The George Washington University and a BA from Santa Clara University.</p>13;Legislative and External Affairs05;Manager<img alt="" src="/PublishingImages/Jason%20Boehlert.jpg" style="BORDER:0px solid;" />
Martinez Staff/DispForm.aspx?ID=13RosaMartinezRosa Martinez<p>Rosa Martinez is the Acting Program Manager for the New Markets Tax Credit (NMTC) and Bank Enterprise Award (BEA) Programs at the U.S. Department of the Treasury Community Development Financial Institutions Fund. Prior to becoming Acting Manager, she was the Associate Program Manager responsible for leading the development of NMTC application materials and making award allocations. Ms. Martinez has worked with Treasury’s office of Tax Policy and the Internal Revenue Service on NMTC regulations and policy issues. She has also worked with other Federal agencies, most notably the Department of Agriculture’s Business and Industry Program and SBA’s Small Business Investment Companies Program. </p><p>Ms. Martinez has been with the CDFI Fund since 1998. Prior to working with the NMTC and BEA Programs, she served as a Program Advisor for the CDFI Financial and Technical Assistance Programs. She received a Master of Public Policy degree from the Gerald R. Ford School of Public Policy at the University of Michigan and a Bachelor of Science in Economics from Hunter College of the City University of New York. Ms. Martinez is also a recipient of the Woodrow Wilson Fellowship for Minorities in Public Policy. </p>14;New Markets Tax Credit Program and Bank Enterprise Award Program04;Acting Program Manager<img alt="" src="/PublishingImages/Rosa%20Martinez.jpg" style="BORDER:0px solid;" />