Brandt has been in the tax credit business since 1992.  Over that time, he has developed extensive knowledge regarding the financial, operational, accounting, tax, and legal aspects of affordable housing and other tax incentive investments and has developed a long list of industry and institutional contacts.  Brandt graduated from George Washington University with a Bachelor of Business Administration in Finance, holds Series 7, 24, 79, 63 and 99 securities licenses and is a principal of Fallbrook Capital Securities, our broker/dealer affiliate.

Phone: (818) 657-6102
Email: BBlanken@fallbrookfinance.com

Craig has been responsible for billions of dollars of LIHTC equity investments, in addition to other tax credits, since 1987.  Craig has also advised various state agencies, Fortune 500 companies, banks and insurance companies in regard to structuring their tax incentive programs or investments and has helped finance investments that include state and federal subsidies in the areas of alternative energy, historic preservation and the entertainment industry.  Accordingly, Craig has built one of the most successful tax equity practices in the country and is recognized as an expert in the industry.  Craig graduated from University of South Florida with a Bachelor of Arts in Communications and holds Series 7, 79 and 63 securities licenses with Fallbrook Capital Securities, our broker/dealer affiliate.

Phone: (818) 657-6101
Email: CSheftell@fallbrookfinance.com

Josh has structured and monetized over one billion dollars of state and federal tax credit investments over the last fifteen years.  He has an extensive in-depth understanding of allocable, assignable and transferable tax credit programs and provides clients with an efficient and straight-forward tax credit investment process. His experience in underwriting, structuring and transacting tax credit investments has made him an industry leader. He has helped numerous clients, including dozens of Fortune 500 companies, save over one hundred million dollars through tax-based investments.  Josh graduated from the University of California, Santa Cruz with a Bachelor of Arts in Global Economics and holds Series 7, 24, 79, 63 and 99 securities licenses and is a principal of Fallbrook Capital Securities, our broker/dealer affiliate.

Phone: (818) 657-6103
Email: JLederer@fallbrookfinance.com

Wendy is our Chief Financial Officer, with over 25 years of financial operations experience, having worked with Fallbrook for over 15 of them. Ms. Ellen also oversees Human Resources and Administration. She has a vast experience in business administration, with a background in insurance, investment and business management, having founded and run successful Business Management, Investment and Insurance Companies. Ms. Ellen holds Series 7, 24, 63 and 99 securities licenses and is a Principal and Compliance Officer at Fallbrook Capital Securities, our broker/dealer affiliate.

Phone: (818) 657-6106
Email: WEllen@fallbrookfinance.com

Gil is engaged in all aspects of Fallbrook’s operations and provides a detailed approach to transaction structure with an emphasis on the implementation of client goals and strategies. Since joining Fallbrook in 2013, Gil has assisted in the structuring and closing of tax-based investments, real estate investments, and debt financing. Gil focuses on the protection of Fallbrook’s clients by identifying and assessing potential liabilities and crafting creative solutions without compromising client objectives. Throughout his career, Gil has counseled a wide array of clients ranging from Fortune 1000 companies to small businesses and individuals. Gil is a graduate of the University of California, Santa Cruz and Southwestern Law School and was admitted to the State Bar of California.

Phone: (818) 657-6122
Email: GMizrahi@fallbrookfinance.com

Justin has over 20 years of professional financial experience. Since joining Fallbrook, Justin has helped structure, finance and monetize over $400 million of state and federal tax credit investments in more than 20 states, and closed over 1,000 transactions. He works closely with many Fortune 500 companies to help provide them with substantial savings through tax-based investments.

Justin graduated from the Warrington College of Business at the University of Florida, with a Bachelor of Science in Marketing, and received his Master of Business Administration in Finance from the Graziadio School of Business at Pepperdine University. Justin holds Series 7 and 63 securities licenses with Fallbrook Capital Securities, our broker/dealer affiliate.

Phone: (818) 657-6117
Email: JGordon@fallbrookfinance.com

Jeff is responsible for the acquisition and placement of tax credit equity and for facilitating the sale of transferrable state tax credits for projects in a variety of industries, including: low-income housing, historic preservation, renewable energy, environmental remediation, and film production. Prior to joining Fallbrook, he spent over 15 years providing tax credit consulting services to Fortune 500 companies, with much of that time in leadership roles at Big 4 CPA firms. Jeff graduated from Fresno State with a Bachelor of Science in Accountancy. Jeff is a California licensed CPA and holds Series 7 and 66 securities licenses with Fallbrook Capital Securities, our broker/dealer affiliate.

Phone: (818) 657-6135
Email: JJerdin@fallbrookfinance.com

Christian is responsible for sourcing, structuring and financing real estate projects. Christian has originated hundreds of millions of dollars of tax credit equity for projects across the United States, Puerto Rico and Saipan.  In addition, he has secured over $25 million of predevelopment funds. Christian works with multi-family affordable housing developers and borrowers to help structure and secure property financing.  Christian graduated from Florida State University with a Bachelor’s of Science in Finance and holds Series 22 and 63 securities licenses with Fallbrook Capital Securities, our broker/dealer affiliate.

Phone: (305) 794-2188
Email: CAlbacarys@fallbrookfinance.com

With over 25 years of experience, Rose has been responsible for due diligence, development, acquisition, credit analysis, management, workout and disposition of more than $1.5 billion of assets for not-for-profit, public and private companies. Rose is also the Chief Credit Officer for the Fallbrook Loan Fund and for tax credit investments made on behalf of Fallbrook's clients. She began her career in real estate focusing on commercial real estate lending and asset management. Throughout the last 18 years, Rose's career has been focused on affordable housing, both state and federal low-income housing tax credits and historic tax credits. She has developed investment, asset management, loan servicing, credit risk and disposition protocols for several firms. During her time in private law practice she represented both purchasers and sellers through all facets of real estate acquisition, development and disposition. Rose graduated from Montana State University with a Bachelor's of Science in Communication and Gonzaga University School of Law with a Juris Doctorate. Lastly, she is an active participant of Blue Star Mothers of America, a not-for-profit organization made up of mothers of active duty members from five branches of the military.

Phone: (818) 657-6105
Email: REaton@fallbrookfinance.com

Samantha is a highly skilled and experienced sales and marketing professional with over ten years of experience and a proven track record of success. Samantha has demonstrated her ability to develop and execute successful sales and full-funnel marketing strategies for both Fortune 500 Companies and Start-Ups alike. Samantha has a keen insight into her clients’ and partners’ needs and expectations and brings with her a strong background in partnership relations, marketing and business strategy, and project/product management. Samantha specializes in the tech, entertainment, and financial space. Samantha holds a Business Administration degree from Pepperdine University. She is a valuable asset to any team and will help you achieve your business goals.

Phone: (818) 657-6125
Email: SSheftell@fallbrookfinance.com

Karla has been with us since February 2019 and is our Office Manager and Full-Charge Bookkeeper. She has 15 plus years of experience with customer relations, finance, management, and marketing.  She holds a Bachelor’s Degree in Business Management from the University of Lima and is certified in Microsoft Office. She is trilingual in English, Spanish, and Hebrew.

Phone: (818) 657-6128
Email: KBoganim@fallbrookfinance.com

Brian is responsible for sourcing, structuring, and financing real estate developments, focused in the 4% and 9% Low Income Housing Tax Credit (LIHTC) space. Prior to joining Fallbrook, Brian worked in property management where he supervised all operational and financial activities for eleven large commercial retail properties in the greater Los Angeles area. He also worked for a private real estate investor where he conducted acquisition analyses of potential multifamily investments and overlooked the asset management of fifteen multifamily properties in Austin, Texas. Brian graduated from the University of California at Berkeley with a Bachelor of Arts in Political Economy.

Phone: (818) 657-6126
Email: BGallop@fallbrookfinance.com