MERIT HILL CAPITAL

Liz Raun Schlesinger

Founder & CEO

Ms. Elizabeth Raun Schlesinger is the founder and CEO of Merit Hill Capital and also has served on the Merit Hill Capital Board of Directors since its inception in 2016. Ms. Schlesinger has been investing in the self-storage sector exclusively since 2006. She was formerly the Head of Self-Storage Investments at W. P. Carey Inc., where she worked for over eleven years and, together with her team, built from inception the eighth largest self-storage operator in the U.S. Ms. Schlesinger co-founded WPC’s self-storage investment platform as the firm’s first independent investment vertical outside of triple net lease and helped to raise the initial capital for the self-storage platform.

Over the course of her career, Ms. Schlesinger has evaluated over 4,600 self-storage acquisitions totaling over $25 billion in asset value. Ms. Schlesinger has sourced, executed, and been responsible for the investment decision of 160 self-storage investments acquiring 270 separate self-storage properties; completed 12 full cycle portfolio and single-asset exits of 81 properties, realizing significant returns on the investments she made; and 138 separate financings comprising 366 properties, altogether totaling more than $3.9 billion in self-storage transaction volume. She also helped to invest in 25 self-storage facilities in 18 transactions before she was the lead investment person responsible for sourcing, selecting and determining the appropriate value to pay for each investment.

Prior to W. P. Carey, she spent four years as an Analyst and then an Associate in the Private Equity Group at Brown Brothers Harriman where she was responsible for sourcing, executing and monitoring investments for the 1818 Funds. Ms. Schlesinger serves on the Penn Fund Executive Board and the Board of Trustees of Poly Prep Country Day School. Ms. Schlesinger graduated Phi Beta Kappa and summa cum laude from the University of Pennsylvania and received her M.B.A. from Harvard Business School.

Brent Hardy

Managing Director, Asset Management

Brent Hardy is Managing Director, Asset Management at Merit Hill Capital. Brent has been in the Commercial Real Estate Development, Construction and Asset Management business for over 20 years.  Brent was formerly Sr. Vice President of Construction & Capital Asset Management at Extra Space Storage, where he worked for 17 years directing global construction, property development and long term asset preservations efforts.  Through his strategic vision and execution, Brent oversaw the “Certificate of Occupancy” and “Property Redevelopment and Expansion” programs maximizing portfolio value.  During his tenure he was a major contributor to the overall planned growth implementing essential asset management systems and processes to effectively oversee the firms portfolio of over 1450 assets nationwide.  Additionally he was responsible for facility planning and design, property rebranding and corporate procurement efforts maximizing global buying power.  Brent has been a driving force for corporate responsibility, portfolio efficiency & innovation, implementing energy management and sustainability programs including the deployment of over 2000 megawatts of photovoltaic systems.

Brent graduated from the University of Utah with a B.A. degree in Political Science and a minor in Spanish.  Prior to his career in self-storage he spent several years with various firms in real estate, construction and operations management.

Michael Linn, CFA®

Managing Director, Head of Finance

Michael Linn is the Managing Director, Head of Finance at Merit Hill Capital.  Mr. Linn has over twenty five years of experience in product and financial control and has worked at top tier financial services firms including Deutsche Bank, Cantor Fitzgerald and Fortress Investment Group. With a strong background in both finance and technology, Mr. Linn has successfully led the finance and operations team of several growth stage companies in highly regulated industries including an insurance company, a broker dealer and a mortgage servicer. In his time at Fortress Investment Group, Mr. Linn supported New Residential Mortgage LLC, a publicly traded REIT, as both Director of Finance and Operations and Director of Finance Transformation.  While at Cantor Fitzgerald, Mr. Linn served as the Controller for a commercial real estate origination and securitization business, where he helped build the financial and operational control framework.

Mr. Linn earned a bachelor’s degree in Accounting from Binghamton University and earned his CFA charter in 2006.

Jack Wood, CFP®

Managing Director, Head of Investor Relations

Jack Wood is Managing Director and Head of Investor Relations at Merit Hill Capital.  He has more than 20 years of experience as a senior executive within the financial services and alternative asset management industry. Prior to his role at Merit Hill Capital, Mr. Wood previously served as Senior Managing Director/Co-Head of Distribution for Bluerock Capital Markets, a real estate investment management company.  Prior to his time with Bluerock, he spent nearly a decade as Senior Vice President, for Carey Financial, a fully owned subsidiary of W. P. Carey, and leading publicly traded REIT on the NYSE.

Jack graduated from Cal State University, Fullerton with a B.A. in Business Administration.  He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant and a FINRA Securities Principal (Series 7, 66 and 24).

Jennifer Builes

Vice President, Operations & Human Resources

Jennifer is the Vice President of Operations at Merit Hill Capital where she oversees the business operations of the company and manages the deal acquisition process.

Prior to joining Merit Hill Capital, Jennifer served as the Deal Operations Manager for the Self-Storage Investment Group at W. P. Carey Inc from 2015 to 2017 where she assisted with 22 acquisitions, eight loan assumptions and four dispositions.  Additionally, while at W.P. Carey, Jennifer worked as an Analyst in their Treasury department from 2014 to 2015. Prior to W. P. Carey, Jennifer worked in the finance group at Veeco Instruments, Inc. for several years, focusing primarily on Domestic and International Treasury. Jennifer received her B.A. from Eastern Michigan University in Communications and History

Cole Jackson

Director, Investments

Mr. Cole Jackson is Director of Investments at Merit Hill Capital. He assists in the evaluation, underwriting, closing, and financing of investments, the management of the Investment Department as well as the portfolio, and financial analysis of the firm’s operations.

Prior to joining Merit Hill Capital in 2017, Cole was part of the Self-Storage Investment Group at W. P. Carey Inc. for nearly six years. During his career, he has worked on 73 self-storage investments comprising 152 properties, five portfolio and single-asset exits comprising 28 properties and 66 financings totaling more than $1.9 billion in self-storage transaction volume.

Cole graduated cum laude with honors from Arizona State University and Barrett, The Honors College in 2011, with a B.S. in Finance and a minor in Economics from the W. P. Carey School of Business.

Denisse Mogollon

Vice President, Finance

Denisse serves at Vice President, Finance at Merit Hill Capital. Prior to joining Merit Hill Capital in 2020, Denisse worked with the Enterprise Capital Management team at Bank of America. Denisse has extensive experience in senior management and regulatory reporting for GSIB institutions with a focus on reporting enhancements, risk mitigation, and automation.

She began her career with JPMorgan Chase initially with the Private Bank under Asset management, followed by Financial Controls at the Corporate & Investment Bank.

Denisse attended Villanova University graduating with a B.A. in Economics and minors in Spanish and Business. She is fluent in Spanish and has working-knowledge Portuguese.

John Hennessey

Vice President, Investor Relations

John Hennessey serves as Vice President of Investor Relations at Merit Hill Capital. He has over 10 years of experience within the financial services and alternative asset management industry, primarily covering the RIA and Family Office market. Prior to his role at Merit Hill Capital, Mr. Hennessey served as a Vice President for Cadre, a real estate investment management company. Prior to Cadre, he was an Advisor Consultant with Nuveen.

John graduated from the University of Dayton, with a B.S. in Finance, and is FINRA Securities licensed (Series 7 and 66).

Christina Maloomian, CFA®

Assistant Vice President, Investments

Ms. Christina Maloomian, CFA serves as Assistant Vice President of Investments at Merit Hill Capital. She assists in the evaluation, underwriting, closing, and financing of investments, the strategic sales of assets, and the management of the portfolio.

Prior to joining Merit Hill Capital in 2017, Christina worked in the Self-Storage Investment Group at W. P. Carey Inc. During her career, she has worked on 26 self-storage investments comprising 39 properties, six portfolio and single-asset exits comprising 29 properties and 28 financings totaling more than $800 million in self-storage transaction volume.

Prior to joining WPC, Christina was an Experienced Associate in the Financial Instruments, Structured Products, and Real Estate Group at PWC.

Christina graduated Magna Cum Laude from Bucknell University with a B.S.B.A. in Management with a Finance concentration and passed all three levels of the CFA exams consecutively.

Andrew Fiepke

Senior Associate, Investments

Mr. Andrew Fiepke is a Senior Investment Associate at Merit Hill Capital. He assists in the evaluation, underwriting, closing, and financing of investments, the management of the portfolio, financial analysis of the firm’s operations, raising capital for investments, and advising on the firm’s investment strategy.

Prior to joining Merit Hill Capital in 2017, Andrew worked in the Self-Storage Investment Group at W. P. Carey Inc., for nearly three years. During his career, he has worked on 60 self-storage investments comprising 99 properties, three portfolio and single-asset exits comprising 42 properties and 44 financings totaling more than $1.7 billion in self-storage transaction volume.

Andrew graduated Phi Beta Kappa and cum laude from Southern Methodist University with a B.B.A. in Finance from the Cox School of Business, a B.A. in Markets & Culture and a minor French. While at SMU, Mr. Fiepke was a member of the University Honors, B.B.A. Honors and Alternative Asset Management programs.

John Colella

Senior Associate, Investments

Mr. John Colella serves as Senior Associate of Investments at Merit Hill Capital where his responsibilities include underwriting, evaluating, closing and financing investments. Mr. Colella is also responsible for assisting in the sourcing and structuring of financing for the firm.

Prior to joining Merit Hill Capital in 2019, John worked in the CMBS group at J.P. Morgan Chase where he helped underwrite commercial real estate loans for both balance sheet and CMBS securitizations. During his time at the firm, he underwrote more than 175 properties totaling over $1.6 billion in total loan volume across all asset types.

Since joining Merit Hill Capital, John has worked on nine self-storage investments comprising 11 properties, and 10 financings totaling more than $430 million in self-storage transaction volume.

John graduated from The College of the Holy Cross in 2013 with a B.A. in History and received his MPS in Real Estate Finance from Georgetown University in 2017.

Steven Teixeira

Senior Associate, Asset Management

Steven is an Associate at Merit Hill Capital. His responsibilities include assisting in the management of MHC’s portfolio, underwriting potential value-add capital expenditure projects, and providing support throughout the completion of capital projects and expansions across the portfolio.

Prior to joining Merit Hill Capital, Steven worked in the Self-Storage Investment Group at W. P. Carey Inc.. He has experience working on 13 self-storage investments comprising 20 properties, three portfolio exits comprising 31 properties, and 15 financings totaling more than $670 million in self-storage transaction volume. Steven graduated cum laude from the Villanova School of Business with a B.B.A. degree in Finance and Economics. He is also fluent in Portuguese.

Corey Schiffres

Associate, Asset Management

Corey serves as Associate, Asset Management at Merit Hill Capital. His responsibilities include assisting in the management of the firm’s portfolio and working on asset management level underwriting and analysis.

Prior to joining Merit Hill Capital, Corey held a variety of positions at SITE Centers. He most recently worked in the Financial Planning & Analysis group, where he contributed to portfolio underwriting, corporate strategy and ad hoc analysis. Prior to that role, Corey worked in the National Accounts Department, cultivating relationships with current and potential tenants. He graduated from Colgate University with a B.A. in Political Science

Bradley Korzelius

Analyst, Investments

Bradley serves as Analyst, Investments at Merit Hill Capital where he assists in the evaluation and underwriting of new self-storage investments.

Before joining Merit Hill Capital in 2019, Bradley was a Summer Analyst at Starwood Property Trust in their Capital Markets Group where he assisted in the acquisition of CMBS B-Pieces and performed research on the performance and impact of malls on the CMBS portfolio. Prior to that, he worked as a Summer Analyst for Cerberus Capital Management in their Commercial Mortgage Backed Securities Group where he assisted in the trade and acquisition of CMBS. Bradley graduated from Cornell University, Dyson School of Applied Economics and Management with a B.S. in Applied Economics and Management and a minor in Real Estate.

Anisha Pednekar

Analyst, Investments

Anisha serves as Analyst, Investments at Merit Hill Capital where she assists in the evaluation and underwriting of new investments.

Prior to joining Merit Hill Capital in 2019, she was an Acquisitions and Development Intern at Quinlan Development Group. During her time at the firm, she assisted in the sourcing, financing requests, and evaluation of self-storage developments. Anisha graduated as a Bill & Melinda Gates Millennium Scholar from Fordham University’s Gabelli School of Business, with a B.S. in Business Administration and Finance, with concentrations in Alternative Investments and Computer Science.

Chris Hildebrand, CPA

Controller

Chris Hildebrand is the Controller for Merit Hill Capital and is a licensed CPA in the state of Texas.  Mr. Hildebrand graduated from Texas A&M University in 2004 with both a B.B.A. and M.S. in Accounting from Mays Business School.  Mr. Hildebrand began his career in Audit at Ernst & Young, LLP in Dallas, Texas from 2004-2008.  From 2008-2017, Mr. Hildebrand served as the Accounting Manager for Capstead Mortgage Corporation, a Dallas-based publicly-traded mortgage REIT.  Mr. Hildebrand joined Merit Hill Capital in December 2017 and resides in Dallas with his wife and two children.

Ashley Bosworth, CPA

Accounting Manager

Ashley Bosworth is the Accounting Manager for Merit Hill Capital. She is a licensed Certified Public Accountant and graduated with both a B.B.A and M.S.A. in Accounting from the Cox School of Business at Southern Methodist University in 2014. She has previously served as the Lead Fund Accountant for Lantern Asset Management, LP, a middle-market private equity firm specializing in distressed asset investments. She began her career at KPMG, LLP in Austin, Texas, where she served as a Senior Audit Associate.

Matthew Butler

Senior Accountant

Matthew serves as Senior Accountant at Merit Hill Capital where he assists with the preparation of the accounting and tax work for the Firm’s investment portfolio.  Prior to joining Merit Hill Capital in October 2018, Matthew was a Project Accountant for Stillwater Capital Investments, a real estate development firm in Dallas, TX.  He graduated from Concordia University with a B.B.A in Accounting and currently resides in Dallas, Texas.

Jorge Sanchez

Financial Analyst

Jorge is a Financial Analyst at Merit Hill Capital where he assists with the preparation of reports and helps evaluate current financial data. Prior to joining Merit Hill Capital in February 2021, Jorge was an Accounting Intern at Berdon LLP. During his time at the firm, he assisted the team with estimated projections and tax preparation. Jorge graduated from Baruch College with a B.B.A in Finance.

Gisselle Medina

Executive Administrator

Gisselle Medina is the Executive Administrator at Merit Hill Capital for Liz Schlesinger, the CEO and Founder of the Firm.  Gisselle provides high level confidential administrative support, manages Liz’s day-to-day schedule and oversees organizational projects.

Gisselle has over 15 years of experience in the real estate arena and ten years providing support to C-Level Corporate Officers. Before joining Merit Hill Capital, Gisselle worked at a start-up real estate firm where she played a pivotal part in the growth of the organization and demonstrated her ability to perform more than one role.  In this role, Gisselle obtained her New York Real Estate Salespersons License.

Jane Jones

Investor Relations Coordinator

Ms. Jane Jones is the Investor Relations Coordinator at Merit Hill Capital. She brings over 19 years of financial industry experience to Merit Hill’s Investor Relations team, with emphasis in building and maintaining relationships, as well as top level administration. Her diverse industry skill set provides a comprehensive and attentive experience for advisors and investors alike.

Before joining Merit Hill Capital, Ms. Jones previously served as the Business Development Coordinator for Dynamic Advisor Solutions and as Senior Sales Administrator for Bluerock Capital Markets. Prior to her time at Bluerock, she spent nearly 15 years as an Internal Wholesaler and Territory Administrator for Carey Financial, a fully owned subsidiary of W. P. Carey, and leading publicly traded REIT on the NYSE.

Jane earned an Associate of Arts degree in Business Administration and resides in Colorado Springs.