Our Team

Yesterday’s lemonade-stand kid is today’s entrepreneur. It’s a unique moniker for the company’s President, CEO and co-founder, that blends together his 30+ years of financial entrepreneurship, proven success in raising capital for high growth organizations, and penchant for solving complex business problems, especially those he’s told can’t be solved.

He received his degree in Political Economies of Industrial Societies from the University of California at Berkeley, which is also where he befriended his future co-founder Brad Coburn. Working closely with Brad, they developed a solution for charter schools faced in accessing capital.  Since founding Charter School Capital in 2006, the company has provided in excess of $1.6 billion in financing to 600+ schools serving more than 800,000 students. Stuart lives in Portland, moving from California after compiling an extremely detailed spreadsheet analyzing the most livable cities in America. Portland came out on top of the complex analysis…and he’s happy to tell you that story in person.

Brad has always been a pragmatic guy. As a teenager, when many kids are dreaming about sports, cars and weekends, Coburn was assessing which career would best match his skills to give him a stable and rewarding career after graduation. With a gift for numbers, he studied economics, receiving a degree with honors the University of California at Berkeley. There he met his future co-founder Stuart Ellis.

Brad first launched his finance career at investment firm Credit Suisse First Boston. His entrepreneurial spirit first took roots when he opened a health club in San Francisco (and yes, you should ask him how much he can bench press). Brad went on to receive an MBA from the Wharton School of Business. While working for a large financial institution in securitized finance, Stuart contacted him about the opportunity to aid charter schools. Brad’s knowledge of secured debt, real estate and financial transactions are invaluable pillars to the company’s foundation.

When Brad’s not working on building up capital from investors to support our charter school clients, he enjoys extreme outdoor sports like heli-skiing and mountain cycling. He also enjoys spending time with his wife and two kids in Larkspur, CA.

Carrie stuck to her southern California roots when she chose to attend Loyola Law School in LA for her Juris Doctorate and MBA degrees. After working within traditional law firms focusing on lending and finance law, she was offered an opportunity to join the Charter School Capital team. As one of the first employees within the organization, she has seen the business grow and enjoys that her work provides a chance for her to support financing in the education space — helping smart people do something interesting and impactful. Her favorite things include attending music festivals, eating great food (including bacon) and enjoying the sunshine with friends. She lives in San Diego, California with her husband and dog. Her favorite color is, of course, Dodger blue.

Kirt is always looking to live at the nexus of head and heart – balancing the energy of private enterprise and driving public good – where finance meets education – and bringing innovative ideas to scale. He finds it all at Charter School Capital. Before joining the team here, Kirt drove growth as a key leader in Renaissance Bankcard Services, using sophisticated statistical data modeling to grow consumer credit card portfolios – and resulting in the purchase by Household Credit Services (now a part of HSBC). Then, melding his passion for finance and education, Kirt became a founding and operational executive at Insight Schools, a national network of publicly funded charter high schools serving 14,000 students in 10 states with hundreds of employees, which ultimately became a part of the Apollo Group.

Kirt received his undergraduate degree from George Washington University and went on to receive graduate degrees in both Economics and Business Administration from Boston University. A Portland resident since 1997, he can be found either running up in the hills of Forest Park with his wife, two daughters, and yellow lab, Luna, or swimming in the Willamette River between the Marquam and Hawthorne Bridge. RCTID!

Janet took her first cell phone call in 1973 as a student and AT&T operator, and hasn’t put the phone down since! It’s an understatement to say that innovation and technology are part of her DNA, as she’s run global marketing teams for education technology, cloud automation, and technology (SaaS, enterprise software) companies. She is an experienced executive with deep experience in strategic planning, brand management, sales positioning and go-to-market strategies; and brings that broad set of experience together as the Chief Growth Officer for Charter School Capital. She spends her “free” time as an adjunct professor of digital marketing at Portland State University.

Danielle’s competitive nature helps drive our internal initiatives whether leading the company’s finances or our annual Hood-to-Coast racing team. She obtained her BS in Business Administration from Oregon State University and is a Certified Public Accountant. Prior to Charter School Capital, Danielle worked at a public accounting firm. She loves her current fast-paced work life and considers herself an “atypical accountant,” as she is involved in many projects that are not necessarily accounting related projects. Her love of ’80s Rock ‘n’ Roll and her bright attitude keep the office positive. Danielle is an Oregon native and currently lives in the Portland-metro area with her husband and two daughters.

Originally hailing from New England, Jamie enjoys all that Oregon has to offer: spending time with his family in the mountains, at the ocean, and around town (eating at every local restaurant they can find). An avid competitor in cross-country skiing, cycling, and running, Jamie never misses a chance to pin a number and line up for a race.

Before joining the Charter School Capital team as the Director of Financial Analysis and Risk, Jamie spent 15 years learning the finance and management worlds in a variety roles including real estate finance and development, investment banking and industrial manufacturing. Jamie has his B.S. in Business from the University of New Hampshire and his M.B.A. from the Daniels College of Business at the University of Denver. He previously held Series 7, 63, 86, and 87 FINRA licenses, a LEED-AP Certification, and a Oregon Real Estate license.

The passionate team, culture, and company vision that brought Jamie to Charter School Capital is the one that he hopes to help drive forward as the company continues to grow.

Jon brings years of financial experience to the Charter School Capital team, along with his plethora of vibrant socks and bowties. A graduate of Bethel University, with a Bachelor’s in Accounting, Jon has more than 25 years experience in financial services. Prior to joining Charter School Capital, Jon spent more than a decade at Wells Fargo, where he rose to Vice President for Product Management. After leaving Wells Fargo for a Senior Vice President role at Bank of America, Jon returned to Wells Fargo as Senior Vice President in 2007, before joining Charter School Capital in 2011. In his current role, Jon leads Facilities efforts related to acquisition, underwriting and portfolio management. Jon lives in Charlotte with his wife, daughter, son, and yellow lab.

Born in Portland, Ama is a first-generation American of Nigerian parents. He attended the University of Oregon on full scholarship, graduating in spring 2020 with a Business Administration major and Environmental Studies / Computer Science minor.

Ama is a strong advocate for the use of financial skills and tools for social impact, which led him to join Charter School Capital. A quote by Malcolm X, “Education is our passport to the future, for tomorrow belongs to the people who prepare for it today,” motivates him in his daily work.

In his free time, Ama spends a solid amount of time crate digging at his favorite record stores, watching LeBron James play, or cruising on his skateboard.

Amy is originally from the Portland metro area. After attending the University of Oregon, Amy moved to England for a stint and lived in various cities along the Pacific coast before she found her way back to Portland. After gaining several years of experience working in law firms, Amy then joined the Charter School Capital team where found a role that utilizes her experience and skill set, while also providing her with an enjoyable change of pace. Amy spends her downtime biking around Portland and enjoying the riverfront with her son.

Arlacia offers a breadth of professional experience that spans over 20 years in Banking, Real Estate, Education, and Hospitality. Her diverse strengths are her clients’ benefits. She is honored to be part of Charter School Capital and use her business acumen to assist charter schools and families.

Arlacia has volunteered on several parent committees and is passionate about championing the development of children and individuals with disabilities. Arlacia holds a B.S. from The Pennsylvania State University in Organizational Leadership. While traveling gives her joy, she also relishes watching movies with her family and experimenting on them with her latest recipe find in their home just outside Philadelphia, PA.

As Charter School Capital’s Controller, Brian oversees the general ledger, making sure there’s much more black on the page than red. A native Washingtonian, Brian grew up just across the Columbia River in Vancouver, WA. After getting his Bachelor’s in Economics from Portland State University, he earned a Certificate in Accounting from Linfield College and is a Certified Public Accountant. While he loves a good number crunch, life isn’t just ledgers for Brian. An avid sports fan and enthusiastic athlete, Brian loves riding his bike around town – from Timbers games in the northwest to weekly Kickball games in the northeast. Along with his wife of eleven years, Brian is the proud parent of nine-year-old daughter named Fiona, who attends a local charter school. As such, Brian is a staunch advocate of the charter school movement, knowing well that every parent wants the best education for their children.

Chris grew up in Marietta, Georgia (somehow, he retained no trace of a Southern accent) and received a B.A. in English from The University of Virginia. Before joining Charter School Capital, Chris was in private practice as a business lawyer specializing in financing, corporate, real estate, contracting, and other transactional and litigation matters. His daughters both attended charter schools, and he loves being part of a talented team committed to empowering charter schools across the country. Outside of work, he enjoys spending time with his family, seeing live music, supporting the Timbers and Wahoos, and exploring the Pacific Northwest.

Claire grew up in Sebastopol, a tiny town in Northern California populated almost exclusively with hippies – from there it was a natural progression to UC Santa Cruz (go Banana Slugs!)  where she earned her BA in International Politics and Modern European History—writing a thesis on the EU that predicted the current Brexit disaster.

After spending time bartending in London and then working as a Corporate Paralegal in San Francisco, Claire made a visit to Portland in 2006 and decided not to leave!  She earned her MA in Interdisciplinary Studies from Marylhurst before returning to work as a paralegal.  Claire is a firm believer in the importance of education and a huge supporter of reimagining how education is integrated with, and prioritized within, our communities.  She believes all students should be supported in cultivating their own unique gifts and skills – their “inner genius” as Michael Meade puts it.

Claire lives with her husband, their two cats (who are self-taught therapists), and a river view that soothes her soul while she practices yoga.  In her spare time, she works on a novel she is writing and obsesses over the comings and goings of the British Royal Family.

Born and raised in Copley, Ohio, Claire has had the distinct pleasure of traveling and living all around the world. She had been a resident of Mexico for ten years when she received the call from a long-time colleague and co-founder of Charter School Capital, Stuart Ellis, to join his newly formed company. She gladly accepted the role and loves the work she does as a member of the Client Services team, as well as the Portland vibe. A Harley-Davidson devotee, Claire knows all about living a life of balance and is always looking for new roads to travel no matter what the weather brings.

Though born and raised in the South, visits to the Pacific Northwest convinced Corey that Portland was where he’d truly like to live. Earning his B.A. in Paralegal Studies from the University of Memphis, and 20+ years working within law firms, led to Corey’s opportunity to join the Charter School Capital team. During the workweek, his upbeat coworkers and the positive office atmosphere keep him content, but he is happiest in the outdoors – biking, hiking, and camping. Corey jokes that he is working on his retirement plan, which will include a tent and his bicycle somewhere in the Columbia Gorge or on the Oregon Coast.

Daniel is a lifelong northwest native, originally hailing from the Seattle area. After studying Political Science and Music Technology at the University of Oregon, Daniel quickly settled into the Portland area.

Initially working in the live audio industry, he decided to make the switch to the legal world. Before ultimately landing at Charter School Capital, Daniel worked as an independent contractor with the Social Security Administration.

Originally attracted to Portland for its local music scene, he’s an avid drummer who teaches drums when outside the office. In his spare time, you’ll most likely find him playing music with his bands or sharing the joy of music with others. Additionally, he enjoys the outdoors (especially during the warmer months) and can be found at your local hiking trails with his adorable mutt, Sophie.

Drew grew up in Jackson, Mississippi and stayed true to his roots by obtaining his B.A. at Jackson’s Bellhaven College. After working in the field of education for more than six years, he discovered the charter school movement and began making changes that would allow him to support his community. His belief in the charter school movement also led him to Charter School Capital where he hopes to have a positive impact on charter schools across the country.

He has fallen in love with the Pacific Northwest and enjoys getting out into the sunshine when the weather allows, but he still appreciates the flavor of the south by reading books such as A Confederacy of Dunces in his spare time.

Dylan grew up just across the Columbia River in Vancouver, WA and joins Charter School Capital after several years working in nonprofit leadership and higher education enrollment. He attended Concordia University for undergrad and more recently earned an MBA from the University of Portland. As an Account Manager he partners with schools mostly in California and Ohio for long-term solutions. Most weekends you can find Dylan attending a Portland Timbers game, hiking, traveling, and spending time with his growing family.

Eli is a Portland native and has grown up loving the Pacific Northwest. As the corporate analyst for Charter School Capital, he is involved in capital raising, corporate accounting, and real estate functions.

Prior to joining Charter School Capital Eli spent time in investment banking with Umpqua Bank Capital Markets, where he worked on mergers and acquisitions. Eli holds a BA in finance from the University of Portland.

Eli enjoys spending time with family, playing basketball, hiking, biking, swimming, and supporting the Portland Trail Blazers.

Isabella is a Southern California native of Mexican and Nicaraguan descent. Always being a lover of the arts, she attended The School of Arts and Enterprise, an arts-based charter school in Downtown Pomona, California. Later, she received her bachelor’s degree from Portland State University (PSU), where she pursued a major in Business Management and a minor in Spanish.

During college, she had many jobs, including mentoring incoming first-year students to a part-time babysitter to Event Coordinator for PSU Athletics. She then interned for a local Portland non-profit that promoted healthy food choices and served students across the nation from K-8^th grade. Throughout her experience, she found her niche was working and supporting others in a team setting to serve the community at large.

Through an internship program, she found Charter School Capital and loved that the opportunity combined her passions for creativity, serving the community, and working with students. After Isabella’s internship, Charter School Capital hired her for as its Marketing Coordinator position. Outside of work, you will find her painting, doing photography, or working on her next art project.

After earning a History degree at an International University in London, Jen spent a decade in the nonprofit sector. In overseeing technology, program development, and operations, she supported volunteer and recipient networks in Sub-Saharan Africa, Europe, the Philippines, and the USA.

Jen spends her time at Charter School Capital split between being a 3x certified Salesforce Administrator and devoting time to team effectiveness initiatives. She is a strong advocate for a people-centric workforce and holds a deep passion for leadership development. By observing patterns and needs of staff, clients, and partners, Jen fuses organizational and technical solutions to promote thriving processes and culture.

While Jen enjoys travel, archery, endless hours on audible, and escape rooms, she really lives for any chance to hop on her motorcycle and hit the road (or off-road).

Originally from Charlotte, NC, Joel currently resides in Atlanta, GA where he has lived since 2015.  He is responsible for overseeing the due diligence and underwriting process for new facilities acquisitions for CSC.

Prior to joining Charter School Capital, Joel spent several years in the debt and structured finance group of CBRE, and has close to 10 years of experience in commercial real estate.  Joel recently received his MBA from the Georgia Institute of Technology and has a BS in Business Administration with a dual concentration in Finance and Entrepreneurship/Business Development from the University of North Carolina at Wilmington.

Kaelia lives in Oregon where she enjoys all the beautiful hikes, lakes, and running trails that the PNW has to offer.

She studied journalism and ran cross country and track at Linfield University and later worked for Linfield as an admission counselor and diversity officer where she supported and advised traditionally underserved populations.

Kaelia loves running, traveling, cooking, trying new foods, and meeting new people. She is excited to join Charter School Capital for its supportive, hard-working team and mission to serve students.

Originally from the greater Philadelphia area, Kaitlyn has adapted well to Portland’s adventure and eclectic food scenes. It was tough deciding between teaching and business, but she eventually received her degree of Business & Economics from Westmont College. She couldn’t be happier to find Charter School Capital which supports her interests in both. When not at the office, you can usually find her on the trail, in the kitchen, at the theater, or in a tasting room.

Kathleen was born and raised in Northern California and spent 20 years in the Los Angeles area before relocating to Oregon.  Before moving to Oregon, she regularly visited family in the PNW throughout her life.  She earned a bachelors in finance, graduating summa cum laude.  Her love for math, finance, real estate, and educational opportunities led her to Charter School Capital.  She brings twenty-five years of experience as a paralegal, with a concentration in litigation, commercial real estate, and finance.

The opportunity to work with commercial real estate, coupled with assisting and supporting charter schools was the right fit for Kathleen.  She avidly volunteers with many organizations in her community and wholeheartedly supports the underdog to level the playing field for all.  Being a single mother and raising two children of her own, she knows firsthand the disparities of educational opportunities for our youth.

In her spare time, you can find her hanging out with her children and granddaughter, riding her horses, hiking, camping, cooking, rescuing horses, tending to her eight acre homestead, and volunteering in her small town (population 2,000).  She is active in a women’s group supporting her local community, as well as the livestock welfare liaison appointed by the mayor’s emergency response representative.

Kelly grew up in Rockford, Illinois, just outside of Chicago, and is a diehard Cubs fan. She studied education at Northern Illinois University and went on to pursue her paralegal certification. After 13 years working within a law firm in the Portland area, Kelly decided she wanted a change and Charter School Capital gained a new team member. She enjoys her co-workers and has fun with the office’s downtown location. Kelly enjoys baking and reading, but spends most of her “downtime” managing her family’s busy schedule of sports and school activities.

Originally from San Diego, Lucy moved to Los Angeles to open the first Charter School Capital office with CEO Stuart Ellis. She then took the plunge to move to Portland as one of the first team members when Stuart offered to sweeten the deal with an incentive that made it possible to fulfill her Harley-Davidson motorcycle obsession. She started as a Jill of all trades, doing jobs like Accounts Payable, Underwriting, Funding and managing tradeshows until hires were made to fill those roles. As our Office Manager, she’s happy to keep her focus on keeping the lights on…literally. Whether it’s onboarding new hires or organizing employee Lunch n’ Learns, keeping us in office equipment and organizing entire office moves (she has overseen 5 to date!), she generally makes everything flow smoothly. In her free time, she enjoys skiing, dancing, and gardening.

LeAnn was born and raised in Oregon. She currently lives in Portland. Prior to coming to returning to Oregon, LeAnn lived in Washington, California, New York, and Texas.

LeAnn is a licensed elementary teacher and has taught in a Portland-area charter school. She completed her undergraduate degree at Texas State University and a Master of Arts in Teaching at George Fox University. She is an advocate of school choice and the charter school movement. In fact, her daughters attended a charter school for elementary and middle school.

LeAnn is married to her best friend Jeff, has two teenage daughters, and had two sparkling twin boys in August 2021. She enjoys spending time with family, going on adventures – especially to the coast, reading, writing, cooking, crocheting, and hanging out with her 2 cats and dog.

Born in Mexico, Lucero migrated to the US at a young age with her parents. Growing up, she witnessed first-hand the sacrifices both of her parents had to make for her siblings and her to have a better life. During her sophomore year of high school, Lucero attended a charter school in San Pedro, CA, that completely changed how education could be experienced as a student. She received her B.A. in Social Sciences from Western Oregon University.

After graduation, Lucero followed her passion for community work in migrant communities and became an instructional assistant at Echo Shaw Elementary via its Migrant Education Program. She continued her career as a legal assistant, supporting clients in the process of receiving their Visas. Her personal experiences as a first-generation Latinx Mujer have helped her create meaningful relationships with those Lucero has had the opportunity to work with and support. Now at Charter School Capital, she hopes to continue impacting the community she loves via her new role with charter schools.

During her free time, Lucero enjoys going to the beach, spending time with family, reading, and watching movies. Her favorite thing to do during the Oregon summers is enjoying the multiple hikes that the PNW has to offer!

Mary was born and lived in Ireland until 2012, when she moved to Portland, OR with her Husband and 2 boys. Following in her Dad’s footsteps, Mary has worked in Real Estate her entire career, starting after she completed her bachelor in Accounting and Finance (Commerce) at the University College Dublin, since specializing in development and asset services. Outside of work She loves attending soccer games, Lacrosse games and sitting on the sidelines at her kids basketball games. Herself, her husband and kids love to travel and be outdoors as much as possible. They love living in Portland as it reminds them of their home country with the added bonus of sunshine in the summer.

Matt is a true Oregonian. Born and raised in the Portland area, Matt attended the University of Oregon, where he received a B.S. in business, specializing in finance. As the Manager of Financial Analysis and Risk, he has a deep understanding of the charter school space and the financial challenges that schools face. He enjoys the analytical side of his role, but has a passion for collaboration and problem solving that serves our clients well. When he’s not in the office, you can find him on the golf course, or enjoying the expansive Portland food scene.

Matthew grew up in Atlanta, Georgia and received his BS from Belahven College in Jackson, Mississippi. He spent 17 years working in Education from Florida to Alaska, with a focus on literacy reform and consulting. After years of working in both public and private education, and supporting the charter movement, Matthew is excited to be here at Charter School Capital and support its mission to help charter schools grow, achieve stability, and ultimately serve more students. In his spare time, you can find him either watching SEC football, or at the soccer fields with his wife and two boys.

Michelle is an Account Manager for the Client Services team, Eastern Region. She maintains long-term relationships with the schools she works with, and on an ongoing basis strategizes solutions for fiscal emergencies to growth planning. She loves the energy and innovation of working for a startup company and loves that her work involves helping kids get the education they deserve. She hails from sunny San Diego and is part of a big family whose holiday family gatherings are pretty epic. She met her husband, a native Oregonian while attending the University of San Diego where she studied Finance, with a minor in French. Both adventurous at heart they moved to Portland, directly after graduation. A Portlander for six years, Michelle enjoys all the green scenery, the Oregon Ducks, hiking, movie-going, and Voodoo Donuts.

Hailing from a small town in Wyoming, Nancy attended the University of Utah where she received a B.S. in accounting, a Masters in Professional Accountancy, and a Juris Doctorate. Prior to joining Charter School Capital in her role as Assistant General Counsel, she worked both in the private and public sector with extensive experience in the areas of public finance, structured finance, commercial finance, corporate finance and real estate. In her spare time, Nancy enjoys traveling, gardening, and spending time with her husband, daughter and their one-eyed cat. Like many of Charter School Capital’s employees, Nancy is excited to be a part of a growing organization where she has a true voice in charting the company’s path going forward.

Originally from Boston, Rich loves the laid-back vibes of his new home in Portland. He is responsible for developing new services to help charter schools succeed. Prior to joining Charter School Capital, he spent time as a management consultant at Strategy& (formerly Booz& Co.) in New York, where he developed a love for frameworks, models, and all things PowerPoint. Prior to his time as a consultant, he spent several years working for Cambridge Associates, where he helped endowments and foundations manage their investments.

Rich is a Chartered Financial Analyst and holds an MBA from The Darden School of Business at the University of Virginia and a BS in Business Administration from Northeastern University. Outside of work, Rich loves trying to perfect his sourdough bread recipe, exploring the outdoors, and sipping on local Northwest wines.

Richard was born in North Carolina, but headed west to Oregon in 1992. He lives in Salem with his lady and two chihuahua puppies, Frank and Beans. He attended Portland State University where he got his degree in Finance. In previous career incarnations, he did Sales and Finance, was in the restaurant industry for 20 years, and had a stint as a standup comedian in Hollywood. In his free time, he loves any type of outdoor sports (hiking, fishing, hunting), bowling with his league, and travel. He’s also a fantasy football expert, so we expect he will clean house for the next office bracket.

Ryan was raised outside of Boston and graduated from Amherst College in Massachusetts. After college, he moved west with his wife Monique and their three children: Lauren, Liam, and Reed. It’s been over nine years now, but he’s still a die-hard Boston sports fan. He enjoys coaching his kid’s sports teams and doing volunteer work with his wife’s non-profit organization, Friendly House. Ryan has been with Charter School Capital for seven years now and is passionate about working with local leaders to make their visions a reality.

Ryann is a Virginia native who completed her BS in Marketing Management at Virginia Tech, followed by a Juris Doctorate and MBA from Campbell University. Ryann really enjoys supporting school choice and feels good about Charter School Capital’s mission. She also likes working with her team; a group of people that make work fun. Ryann loves to travel and would love to someday visit Uganda or Rwanda to see mountain gorillas, but for now, she enjoys weekend trips closer to home.

In 2018, Schalise Vancura returned to Charter School Capital in the role of Director of Operations. In her previous role here, she was a valued member of our Financial Analysis & Risk Team.

Prior to Charter School Capital, Schalise earned her Bachelor’s degree from the University of Nebraska and her Masters in Financial Analysis from Portland State University while working with a local boutique consulting firm where she managed the daily operations of various small-sized companies.  Most recently, Schalise was an AVP in the Equity Research department of a boutique investment bank and broker-dealer specializing in the financial services sector.

While Schalise hails from Nebraska, she has come to love the trails of Oregon, which she frequents with her Goldendoodle, Remy. When she’s not out appreciating the great outdoors here in the Pacific Northwest, you can find her enjoying traveling, reading, wine, and whiskey!

After 20+ years in the photo industry, most recently as a District Account Manager with Nikon Inc., Shausta switched careers to join Charter School Capital.  She successfully managed territories throughout the Western and Southern United States, bringing a unique blend of creative type and strategist to problem-solving in a way that yields impressive results.  Shausta brings her success at managing independent retail accounts in a challenging marketplace to the charter school movement. Eight years ago, this Seattle native returned to the Pacific Northwest via California.  In her spare time, Shausta enjoys time with friends, riding her Aprilia, lounging with her rescue dogs and making sure the cat doesn’t burn the house to the ground.

Smita was born and raised in India where she received a Bachelor’s in Accounting and Finance from Karnataka University. She moved to beautiful Portland 11 years ago where she studied and graduated from Portland State University earning her Master’s of Science in Finance.  After graduating, Smita spent a esteemed four-month internship at Tektronix as a corporate controller followed by four years at H&R Block where she prepared over 400 individual tax returns impressively receiving the highest customer satisfaction rate.

A strong believer in education, Smita was inspired to join Charter School Capital so she could be a part of an organization that is helping schools provide quality education to so many students. And motivated by success, she embraces the certainty that, “There is no secret to success. It is the result of preparation, hard work, and learning from failure,” as stated by Colin Powell.

Smita lives with her husband and two beautiful daughters, ages nine and 13. In her free time, she enjoys vacations where she gets to explore new places with her family, and loves dancing—performing Bollywood dances at various Indian cultural events.

Tabatha was born and raised in Brazil, where she graduated in Hospitality Management. She took an adventurous step by living in Italy and UK for three years, working in the Hospitality Industry while exploring the multicultural European countries.

Tabatha got married and returned to Brazil, where she got her master’s degree in Business Administration from FGV. After 5 years, the family embraced a new journey and decided to move to USA. Here, she worked on a real estate investment company for three years before joining CSC.

When she’s not working, Tabatha enjoys playing with her kids, meeting her friends and, like a true Brazilian, she enjoys a good barbecue.

Tricia Blum, formerly an interim turnaround CEO of a charter organization located in Los Angeles, California, is thrilled to be working with Charter School Capital as the head of the charter school business department. Tricia supports client schools that need strategic business, financial, and operational guidance. Prior to her tenure as a charter CEO, Tricia worked as an inspiring executive leader of a high-growth charter management organization. During Tricia’s time as a leader at both organizations she created and instituted operational policies and procedures as well as strategic growth plans including replication and duplication strategies that enabled each organization to successfully scale their education programs. Prior to joining the charter movement, Tricia practiced transactional law. As a new attorney Tricia worked in-house at startup and high-growth companies in the mostly in Bay area. Tricia is also an aspiring “Bon Vivant.” In her off-time Ms. Blum enjoys spending time with her boys, designing, eating, traveling, reading and going to the beach. She has settled, for now, in her native California.

Tony grew up in the Inland Empire of Southern California before moving to Orange County to attend Chapman University. At Chapman, he majored in Business Management before spending 11 years at a STEM-focused non-profit. His work centered on collaboration with local and regional governmental agencies to secure funding for STEM education for schools throughout Southern California.

He joins Charter School Capital in 2021, to begin assisting schools in the Southwest to meet their financial goals. Tony met his wife while at Chapman and spends his extra time traveling, running half marathons, and playing softball with college friends.

Winnie is a well-traveled Washington, D.C. transplant who graduated from a small liberal arts college in Iowa.  As a Posse scholar, Winnie received invaluable support during undergrad that made attending a small-town college as a second-generation immigrant a much less isolating endeavor.  Thus, Winnie has a personal attachment to the village of support needed to foster stellar educational environments.

As Winnie slowly made way to the West Coast, Oregon was setting up an elaborate itinerary, including a winding career search.  The opportunity to support schools, while continuing a satisfying legal career, is that pinch-me kind of opportunity Winnie had been looking for here.  Oregon has also given Winnie the space and opportunity to explore astrology (do hit Winnie up with astrology questions), hiking, camping, snow sports, bodywork, and many other mindful and grounding practices popular out here, and they’re loving every moment of this ongoing journey.