Our team is committed to putting their expertise to work for underserved communities. We share a desire for excellence and for justice; where these two values intersect is where we work.
Elyse Cherry has served as the CEO of BlueHub Capital since 1997. Under her leadership, BlueHub has invested over $3 billion, and leveraged an additional $14.6 billion, to help build healthy communities across the US. She is an active civic and business leader and a member of several boards.
Jackie is responsible for the strategic and operational financial management of BlueHub Capital, providing direction and rigor on all financial, planning and reporting functions. She leads a team of professionals that execute on financial reporting, budgeting, audits, tax, accounting, forecasting and fundraising.
Jackie has served as CFO at organizations ranging from start-ups to large public companies. She comes to BlueHub from Sense Labs, a technology company working to empower people and utilities with the knowledge required to shape a cleaner future. As CFO, she raised $127 million in a series C venture capital series, providing the business with a stable financial runway for future growth.
Jackie has a master’s degree from Boston College and a bachelor’s degree from Simmons University.
Adam brings both industry expertise and public sector acumen to his role, in which he manages the operations of BlueHub’s foreclosure relief program, BlueHub SUN.
Adam has over 20 years’ experience in the mortgage industry in the private, public and nonprofit sectors. Prior to BlueHub, Adam worked as a housing counselor, for a mortgage brokerage and as a fair housing investigator with the US Department of Housing and Urban Development.
Adam graduated cum laude from the University of Massachusetts at Amherst with bachelor’s degrees in economics and Japanese. He also holds a master’s of public affairs from the University of Massachusetts at Boston. Adam’s Massachusetts mortgage loan officer license number is NMLS #317331.
Cynthia is responsible for the One Percent for America (OPA) digital marketing program and digital platform. The OPA digital platform empowers every American, current and future, either as a supporter, investor or borrower to remove the financial barriers to citizenship.
Cynthia is a product management and digital marketing professional with over 25 years of experience. Throughout her career her work has been anchored in performance metrics and value creation. Her experience with organizations ranges from start-ups to well-established. Most recently, as an Agency Managing Director, she oversaw the inbound and content marketing digital consulting services for world-class brands such as the Mayo Clinic, Facebook, eBay and Crate and Barrel.
Arunabha oversees portfolio management, loan operations and servicing, and construction loan management in support of the Loan Fund’s community development work.
Arunabha has over 12 years of experience in community organizing, affordable housing development and asset management. He most recently served as the Deputy Director of the Mutual Housing Association of New York where he increased and improved access to affordable housing and commercial space and worked to maintain and improve the physical and financial health of a portfolio of more than 2,500 units of housing across New York City.
Arunabha holds a Master of Science in Urban Policy Analysis and Management from The New School in New York City and a BA in Economics from Brandeis University.
Natasha is the first point of contact for BlueHub Capital and is responsible for responding to incoming calls and visitors, and general office support across departments.
Natasha has over 15 years of experience in the customer service industry. She is a skilled communicator and organizer, and an expert at front-office operations. Before coming to BlueHub, Natasha worked for Posternak, Blankestein & Lund LLP as a receptionist. Before that, she was a retail teller at Santander Bank.
Natasha studied Administrative Information Technology at Roxbury Community College.
Elyse Cherry has served as the CEO of BlueHub Capital since 1997. Under Cherry’s leadership, BlueHub has invested over $2.8 billion, leveraged an additional $14.6 billion, and built a national tax credit practice to: finance affordable housing, health centers, schools and other community facilities; provide foreclosure relief through the creation of a mortgage lender aimed at stabilizing urban neighborhoods; create jobs; benchmark and drive down energy and utility costs; and promote resiliency.
Cherry is a former partner at the law firm of Hale and Dorr (now WilmerHale). She graduated from Wellesley College and Northeastern University School of Law.
Natalie is responsible for creating new pages for the One Percent for America website, developing requirements and quality assurance for website enhancements, and participating in the development of new functionality and website redesigns. In addition, she assists in the execution, management and reporting on membership, donor, borrower and general marketing email and ad campaigns.
Natalie is a seasoned marketing professional who is passionate about making a positive impact on the community. Since 2020, she has owned a video production business that collaborates with nonprofit organizations to share their work and mission. Prior to that, she was Digital Communications Manager at BAMSI, a large human service nonprofit in Massachusetts.
Natalie holds a BA in advertising from Southern New Hampshire University.
Jonathan manages instances of borrower bankruptcy or foreclosures and works with homeowners to build applications for BlueHub’s foreclosure relief initiative, BlueHub SUN. He joined the organization in 2017.
Jonathan brings experience working at TD Bank in loss mitigation, at a private law firm as a real estate closing coordinator, and at Social Service Coordinators, where he implemented outreach strategies to reach low-income Medicare beneficiaries regarding maintaining their benefits.
Jonathan holds a BA in business management from Johnson & Wales University in Providence, Rhode Island.
Elisabeth markets, structures and underwrites community development loans including acquisition, pre-development, construction and permanent loans for nonprofit and art and culture spaces, community health centers, education facilities, commercial development projects, healthy food initiatives, and affordable housing.
Prior to joining the Loan Fund team, Elisabeth worked to operationalize the strategic growth of BlueHub by developing systems and processes across business units. Previously, Elisabeth directed operations and finance for a youth and workforce development initiative at the City of Boston.
A graduate of UMass Amherst, Elisabeth holds an MBA from Boston University.
As Negotiations Manager, Justin oversees the purchase of residential properties that are ultimately sold back to the original homeowners for BlueHub’s foreclosure relief initiative, BlueHub SUN. As Staff Attorney for SUN, he also researches regulatory requirements, performs title examinations, resolves title problems and prepares and records real estate documents. In addition, Justin participates in outreach efforts to attorneys, housing counselors and real estate brokers.
Justin brings a wealth of experience in consumer credit and debt issues. Prior to BlueHub, Justin practiced law at a firm representing consumer debtors in Chapter 13 and Chapter 7 bankruptcy, during which he advocated for clients in court as they worked to resolve a wide variety of financial difficulties.
Justin graduated from Suffolk Law School and the University of Massachusetts at Amherst, with a BA in political science.
Michele supports Human Resources functions at BlueHub, and has many years of experience skillfully managing administrative duties and reception for her colleagues at the organization to ensure office operations run smoothly.
Before coming to BlueHub, Michele worked for the Boston Foundation as an Administrative Coordinator, helping coordinate facility and event operations for the organization. Michele is active in her community and volunteers her time serving on the board of directors for a tenant organization. In this role, she serves as tenant representative to help ensure that the interests of both owners and tenants are considered in the association decision-making process.
Michele completed course work at Northeastern University and Roxbury Community College.
Lubna oversees human resources, talent management, inclusive excellence initiatives and administration in support of BlueHub’s various business lines, and plans for future growth and innovation.
Lubna has 20 years of experience in impact investing and social enterprise. She founded the New England Impact Investing Initiative, a nonprofit striving to democratize access to education about impact investing and diversify the talent pipeline for the sector. Before joining BlueHub, Lubna served in a variety of fundraising and operational leadership positions at social enterprise organizations.
Lubna has a master’s degree in international relations from Boston University and a bachelor’s degree from the University of Texas at Austin.
Andrew works with other members of the Loan Fund team to generate, structure and underwrite community development loans for affordable housing, community health centers, education facilities, healthy food initiatives, commercial development projects and community facilities.
Prior to BlueHub, Andrew interned at venture capital firm Atento Capital, where he conducted market research, performed due diligence on prospective portfolio companies and provided support to active portfolio companies. Before that, Andrew was a private equity research fellow for Qodeo, a firm that matches venture capital and private equity firms with diverse entrepreneurs.
Andrew holds a Master of Business Administration in Social Impact from Boston University and a bachelor’s degree from the University of Michigan.
Mariel manages relationships with current clients of BlueHub’s foreclosure relief initiative, BlueHub SUN. She assists SUN homeowners with their mortgage questions and loan payoffs, and she manages the relationship with SUN’s servicer. She also assists in communicating with Spanish-speaking clients and applicants.
Prior to joining BlueHub Capital, Mariel worked for 18 years as a Mortgage Loan Coordinator at the corporate office of Marriott Vacation in Orlando, FL. She gained most of her knowledge with the mortgage banking and lending industry through their timeshare program.
Mariel grew up in Lynn, MA, and returned to the state to join the BlueHub team after 19 years in Florida.
Matt is responsible for all financial management and accounting functions, including budgeting, investments, portfolio management, and financial reporting. Matt’s background in financial services and real estate exceeds 40 years; he brings proven expertise in the field to his work at BlueHub. His experience in commercial banking informs his work as a financial officer in a Community Development Financial Institution.
Prior to joining BlueHub, Matt worked at FleetBoston Financial or its affiliates. He has held various positions in commercial real estate, financial and loan operations.
Matt is a graduate of Fisher College.
Scott works closely with applicants to BlueHub’s foreclosure relief program, BlueHub SUN, to help them navigate the mortgage process.
Scott brings years of management and customer service experience to his role. Early in his career, he served as an Operations Specialist and air controller in the Navy. He rose through the ranks to Senior Chief Petty Officer and was commissioned as an Operations Officer, serving in Desert Storm. After, Scott worked as the Assistant Adjutant and then as Director of Maintenance and Housekeeping, Assistant Chief Operations Officer and Grant Writer at the Soldiers’ Home in Chelsea. He later worked as the Director of Services for Univex Inc.
During the pandemic, Scott received his MLO license (NMLS #2156884) and worked at NewFed Mortgage.
Betsy is responsible for developing and scaling BlueHub Loan Fund's climate lending strategy. She leads the development of loan products that support climate resiliency in low-income communities, and identifies, underwrites and closes loans that advance climate justice.
Betsy has spent her career working to increase access to clean energy for low-income communities. Before coming to BlueHub, she served as managing director of offtake at BlueWave, a pioneering renewable energy company that develops and owns solar and battery storage projects. Prior to that, she held leadership roles at the Center for Sustainable Energy and Local Initiatives Support Corporation.
Betsy holds a Master’s in urban and environmental policy and planning from Tufts University, and Bachelor’s degree from Franklin & Marshall College.
Shelley manages and maintains procedures and internal controls related to a complex set of commercial transactions for BlueHub Loan Fund. She is responsible for closing and funding loans in coordination with loan officers, the portfolio management team and other stakeholders.
Shelley comes to BlueHub after seven years with South Carolina Community Loan Fund where she was a portfolio manager. She has more than 15 years of experience in the corporate and real estate legal field.
Shelley graduated with a BA from Winthrop University and received her paralegal certificate from Trident Technical College.
DeWitt (Dick) was BlueHub’s first employee and has served as a member of its leadership team since 1985. Under his guidance, BlueHub Energy brings the benefits and cost savings of clean energy to affordable housing and community facilities.
Prior to BlueHub, he was Executive Director of the Massachusetts Urban Reinvestment Advisory Group and served as a VISTA volunteer. He was a founding member of Opportunity Finance Network (OFN) and board member from 1988–1996. He has served on the boards of WegoWise (as co-founder), the Boston Day and Evening Academy, the Penikese Island School and the Center for Women and Enterprise.
Dick is a graduate of Harvard College and Harvard’s Kennedy School of Government. In 2008, he and his wife, Viki Bok, received the City of Boston’s Green Residential Award.
Emily is responsible for grants management, investor compliance, impact reporting and BlueHub Capital’s Impact Program and New Markets Tax Credit program.
Previously, Emily was the Director of Community Capital of Vermont, a CDFI financing low-income entrepreneurs in Vermont, and Program Officer at Counterpart International in Washington, D.C., providing support to entrepreneurs and nonprofits in the former Soviet Union. She was a founding member of a food co-op initiative, a board member of the Central Vermont Community Land Trust and a volunteer with the Vermont Refugee Resettlement Program.
Emily received a bachelor’s degree in anthropology and Russian language and literature from University of Rochester and a master’s of science in community economic development from Southern New Hampshire University.
Karen has spent her career working to improve outcomes for underserved communities through lending and community development. As President of the Loan Fund, Karen oversees more than $110 million in annual lending and manages a $1 billion portfolio of community development loans. She is responsible for new business development, loan originations, credit quality, portfolio management, impact measurement, financial self-sufficiency, innovative loan products and programs, partnerships and capitalization.
Prior to BlueHub, Karen served as LISC Boston’s executive director, and as Deputy Director and chief business officer at MassHousing. She is a member of the board of the Partnership for Financial Equity and a member of the Massachusetts Coalition for Racial Equity in Housing.
Karen attended Boston College and Georgetown University Law Center. She is a licensed attorney and member of the Massachusetts Bar.
Galina works with the BlueHub Loan Fund’s lending team and is responsible for overseeing the construction financing portfolio and ensuring that construction projects get completed on time and within budget. She manages all aspects of construction loan review, from loan closing to construction completion.
Previously, she worked as a Construction Services Specialist at Great Southern Bank in Springfield, MO. Before moving to the United States, Galina lived and worked in Uzbekistan, Kazakhstan, the United Kingdom and Russia.
Galina holds a bachelor’s degree in accounting from Kazakhstan Institute of Management, Economics and Strategic Research (Almaty, Kazakhstan).
Andrew is responsible for technology, risk, vendor and office management. He leads strategic improvement projects linked to BlueHub’s growth.
Andrew has over 25 years of operations experience leading professional and nonprofit organizations through growth and transitions. Prior to BlueHub, he was a Product Manager with Dovetail Health, was the COO of ASV Technologies (a bank fraud solutions developer), and an investment banker with Adams, Harkness & Hill, where he completed over 40 financial and strategic advisory engagements.
Andrew has a bachelor’s degree in economics from Dartmouth College, a Boston University Nonprofit Management Certification ’17 and a Project Management Certification. He is also a LeadBoston ’13 and serves on the boards of several Boston-area nonprofits.
Ena manages all aspects of providing commercial lending services to a diverse portfolio of borrowers nationwide, focusing on developers of affordable housing, operators of K-12 public charter schools and community health centers, in addition to leading BlueHub’s charter school lending.
For more than a decade, Ena has worked in community development finance, in areas including underwriting, business development, and project management at Local Initiatives Support Corporation, Nonprofit Finance Fund and two9three consulting.
Ena holds a Master of City and Regional Planning with a concentration in community and economic development from Rutgers, The State University of New Jersey, and a BA from Northwestern University.
Jacky supports all aspects of the Loan Fund’s lending program. He works with a diverse set of borrowers, including real estate developers, charter school and community health center operators, and nonprofit and social enterprises serving low-income families and communities. He helps manage risk by actively monitoring the financial performance of a portfolio of loans, and plays an integral role in loan closings, loan administration, loan disbursements and loan operations.
Before joining BlueHub, Jacky worked at Canada Life Insurance as a senior analyst at their mortgage investment division, specializing in commercial real estate assets across Canada.
Jacky holds a Bachelor of Commerce majoring in finance from Concordia University in Montreal.
Saralyn is responsible for advancing One Percent America’s (OPA) growth and engagement goals through managing and developing digital content and campaigns. She plays a key role in attracting, engaging and converting both prospective borrowers for OPA’s 1% interest loan and individual donors.
Saralyn has more than a decade of digital marketing experience at diverse organizations. Most recently, she led paid media campaigns in Latin America for Philips, as well as their North American brand initiatives.
Saralyn is a graduate of Babson College where she studied community engagement and entrepreneurship in both South Africa and Ghana, learning first-hand how diverse, evolving communities push society forward.
Ariana is responsible for the data collection, management and analysis of BlueHub’s impact practice. She evaluates the social impact associated with lending by ensuring the completeness and accuracy of data.
Before joining BlueHub, Ariana worked as a District Office Manager for a member of the NY State Assembly in Albany. She was responsible for constituent case management and external stakeholder communications, and assisted with legislative research priorities.
Ariana holds a BA in political science from Hartwick College and an MPA with a concentration in public policy and nonprofit organizational theory from SUNY Albany.
Fortunatus manages all aspects of providing debt capital to a diverse portfolio of borrowers nationwide, primarily focusing on owners and developers of affordable housing, and operators of public charter schools and community health centers.
Fortunatus has over 15 years of experience in commercial lending, asset management, credit underwriting and business development. Prior to joining BlueHub, he was a Director - Capital Markets for JLL, where he was involved in providing capital market solutions to owners and operators of healthcare and commercial real estate businesses across the US and Canada.
Fortunatus holds a Master of Business Administration with a focus in finance and accounting from Rockhurst University, and a Bachelor of Business Administration from Sienna Heights University.
Autumn is responsible for the planning and implementation of BlueHub's public relations, government relations, marketing and brand management. She oversees internal and external communications across all of BlueHub's programs, establishes and maintains relationships with elected officials and informs executive decisions and strategic planning. She ensures communications for all business lines ladder up to BlueHub’s mission and goals.
Autumn has been working at the intersection of media, community and government for nearly 15 years. Before BlueHub, she was a VP at Northwind Strategies, a public relations firm where she developed campaigns for nonprofits, businesses and advocacy initiatives. Prior to that, she worked in the Massachusetts State Senate.
Autumn graduated from Lehigh University.
Hana works with Loan Fund leadership to execute strategic initiatives that achieve its goals and grow its capacity. She supports the development of strategy, manages cross-cutting projects such as funding proposals, facilitates development opportunities, and optimizes policies, processes and systems.
Prior to BlueHub, Hana was Executive Project Manager at MassHousing, where she led cross-departmental teams to implement new strategic initiatives, including launching the Massachusetts Community Climate Bank and creating new products to finance mixed-income housing. She also has lending experience structuring tax-exempt debt financing.
Hana holds a Master of Arts in Urban Policy and Planning and bachelor’s degrees in political science and economics from Tufts University.
As a Senior Vice President, Mike markets BlueHub Loan Fund to potential borrowers, underwrites loan requests and conducts ongoing portfolio management. In addition to financing affordable housing development, Mike currently focuses on community facilities for organizations such as community health centers and charter schools, in transactions that often involve providing leverage debt into New Markets Tax Credit structures.
Mike has been with BlueHub since 1996, except for a period from 2001-2004 when he worked as a consultant in community-based financing and real estate development. Before joining BlueHub, Mike worked in a middle-market commercial lending group at BayBank.
A graduate of Georgetown University and the Yale School of Management, Mike previously served as a Jesuit Volunteer in Seattle.
Santiago is responsible for facilitating the lending process and managing client-facing interactions. He works with internal and external entities to build partnerships that address community needs and further impact. Originally from Colombia, Santiago also serves as an in-house resource for insight on the immigration process and the positive impact citizenship can provide.
Santiago comes to One Percent for America from BlueHub’s foreclosure relief program, where he led a lending team in processing mortgages.
Santiago holds a BS in Business Administration with minors in Economics and Finance from American International College. Although he immigrated from Colombia around the age of five, he considers himself proud to be a naturalized son of the United States of America.
Lorraine helps guide applicants to BlueHub’s foreclosure relief program, BlueHub SUN, through the underwriting phase of the application process. She reviews applications for approval and determines what is needed to keep families in their homes.
Lorraine has over 25 years’ experience in the mortgage industry. She began as a part time post closer at the age of 17 and worked her way through the ranks at a wide range of financial institutions, including larger banks like Wells Fargo and Citi Bank and smaller broker shops and credit unions.
Lorraine is a board member and volunteer for Harvey’s Hope Animal Rescue, a New England-based dog rescue center.
Ashley leads strategic partnerships and place-based workforce development initiatives for One Percent for America (OPA). Drawing on two decades of experience in corporate social impact, fundraising and international development, Ashley collaborates across sectors to drive sustainable growth and opportunity for OPA.
Prior to OPA, Ashley led strategic growth for Best Buy's social impact initiatives, including a unique co-investment model that engaged hundreds of companies and nonprofits in transformational community and workforce development. Earlier in her career, she lived and worked in Latin America, Africa and Asia, which cemented the curiosity, compassion and humility that guide her today.
Ashley holds a Master of Public Policy from the University of Minnesota and a BA from Smith College.
Dan is responsible for collecting documentation and processing files for underwriting, assisting in preparation of loan documents and responding to customer service inquiries.
Dan has 15 years of experience working on both residential and commercial real estate transactions. Most recently, he spent 9 years at First American Title Insurance Company in Boston as a Senior Title Officer in their National Commercial Services division, where he handled title policy production for all six New England states.
Dan holds a BA in history from Bates College. In his spare time, he coaches local youth sports.
Thaïna is responsible for proactively monitoring the financial performance of a portfolio of loans, contributing to continual process improvements, enhancing training tools and streamlining the portfolio management function.
Thaïna has spent over a decade advocating for fair and accessible housing in the Boston area. As a Senior Associate for the Housing Partnership Network (HPN), Thaïna managed risk for a $70 million+ loan portfolio to HPN's 100+ member network of real estate developers.
Thaïna holds a BA in International Affairs from George Washington University.
Rachel is responsible for cultivating, building and strengthening relationships with new and existing funders, as well as overseeing investor relations processes and procedures.
She brings over 15 years of experience in business development, investor relations and fundraising. She has built and managed complex funding partnerships, aligning programmatic and financial goals of funders to meet capital needs, and has facilitated the achievement of business objectives for mission-driven nonprofits, for-profit organizations and social enterprises. Prior to joining BlueHub, Rachel was the Director of Investor Relations for Root Capital.
Rachel holds an MA in international affairs from Columbia University and a BA from Colby College.
Monica is responsible for overseeing the management and implementation of technology solutions at BlueHub, while managing the day-to-day IT needs of the organization and helping to advance our strategic initiatives. She works closely with the executive team to implement a comprehensive IT vision and strategy while strengthening our technical portfolio.
Monica comes to BlueHub from a premier nonprofit public interest environmental law organization. As Vice President, Information Technology, she led the organization’s IT and Security Teams, designed and led a strategic IT roadmap and directly led major initiatives.
Monica earned a Bachelor’s degree from the University of California Los Angeles and is a member of the International Law Technology Association, as well as CIO4Good.
Nicole leads institutional fundraising efforts for One Percent for America (OPA). She is responsible for building a robust pipeline of corporate partners interested in supporting accessible pathways to US citizenship.
Nicole is an experienced leader in the field of nonprofit development. Before OPA, she served as Director of Advancement at Lowell Catholic where she oversaw all fundraising, marketing and public relations for the school. Prior to that, Nicole spent a decade in fundraising at several large nonprofit organizations in New York City, including University Settlement and The Door.
Nicole is a graduate of Dartmouth College. Having witnessed the struggle her immigrant parents faced, Nicole is inspired by OPA's mission to remove barriers to US citizenship.
Erin helps plan and execute BlueHub’s overall external relations goals. She is responsible for maintaining the website, coordinating social media activities, assisting with database management, reporting to and communicating with investors and donors, and providing support for the investor relations and communications operations.
Before coming to BlueHub, Erin worked for the Marketing and Communications Office at Clark University. In this role, she created content for the university’s website and social media platforms. Erin has also worked for the nonprofit Conservation International as a Foundation Relations intern.
Erin holds an MBA from Clark University with a concentration in sustainability and social change, and a BA in business management, also from Clark.
Tony is an integral member of BlueHub’s Communications team and helps to execute on internal and external communications initiatives, content creation and managing digital data and analytics. He supports all of BlueHub’s business lines to build awareness and reach.
Before BlueHub, Tony interned at a life sciences company where he revamped marketing strategies and crafted compelling email campaigns. Tony also worked in the Office of Communication and Marketing at Indiana State University, where he gained valuable experience in strategic campaign development and content creation.
Tony holds a BA in public relations and marketing, and an MA in human resources from Indiana State University. He is currently pursuing an MBA from Southern New Hampshire University.
Olga is responsible for defining and analyzing key operational and financial metrics that contribute to the success of overarching organizational goals, with a focus on influencing business strategy and operational decision making.
Olga came to BlueHub from Linden Ponds, a senior retirement community, where she worked as finance director. She oversaw all the financial operations of the community, including budgeting, forecasting, month-end close as well as resident billing and bond compliance. Prior to joining Linden Ponds, Olga worked at Bank of Boston as an associate in their emerging markets group. She also has experience as a senior auditor at Ernst & Young.
Olga is a CPA with a bachelor’s degree in accounting from University of Pennsylvania and master’s degree in finance from Columbia Business School.
Ron manages all aspects of providing debt capital to a diverse portfolio of borrowers nationwide, primarily focusing on developers of affordable housing and operators of public charter schools and community health centers.
Ron has over 20 years of experience in community development. Prior to BlueHub, he was a Program Director, Economic Development at New Jersey Community Capital. There, he was responsible for business development, relationship management, and portfolio monitoring and compliance on state-wide economic development lending and the New Markets Tax Credit program.
Ron has a BA in urban studies from the University of Pennsylvania, and a Master of City Planning with a concentration in housing, community and economic development from the Massachusetts Institute of Technology.
Lisa oversees BlueHub’s financial management and planning. She also manages investor relations, marketing and communications and compliance as part of senior management.
She joined the organization in 2005 as Senior Finance Consultant. Prior to BlueHub, Lisa was the CFO of a publicly traded company with $300 million in revenues, where she oversaw the company’s financial reporting and compliance, treasury and investor relations, and co-managed IT and facilities. She recently completed nine years on the Finance Committee of the Town of Needham, during which she served as both Chair and Vice Chair. She has also served on the Boards of Directors and Audit Committees of two publicly traded companies.
Lisa has a bachelor’s degree in accounting from Boston College and received her CPA in 1984.
Jason is responsible for general accounting functions, including accounts payable, accounts receivable, general ledger, BlueHub Loan Fund and BlueHub SUN portfolio operations, CDFI Fund Bond reporting, financial reporting and portfolio risk analysis. He also helps with month-end close, monthly and quarterly reporting and year-end financial audit activities.
Jason has more than 10 years of experience in corporate accounting, financial analysis, fund operation and loan portfolio management. Before coming to BlueHub, Jason worked at GL Capital Partner and Sachems Financial, LLC as an Assistant Vice President in Finance. In this role, he oversaw corporate accounting functions and managed two funds and a loan portfolio.
Jason holds an MBA with a concentration in finance from Clark University.