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Meet Our
Leadership Team

Waterton was founded in 1995 by industry veterans David Schwartz and Peter Vilim, after previously working together for four years. The camaraderie and real estate investment expertise of Waterton’s principals sets the tone for our group of collaborative, experienced professionals. Each member of the senior team, on average, has more than 20 years of real estate investment and management experience.

David Schwartz

David Schwartz

CEO, Chairman & Co-Founder

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Peter Vilim

Vice Chairman & Co-Founder

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Erin Ankin

General Counsel

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Lela Cirjakovic

Executive Vice President, Operations

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Jerome Finis

Chief Executive Officer, Pathway to Living

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Rick Hurd

Chief Investment Officer

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Philip J. Lukowski

Executive Vice President, Chief Portfolio Manager

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Tara Marszewski

Tara Marszewski

Chief Financial Officer

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Matt Mering

Matt Mering

Executive Vice President, Hospitality

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Maria Oliva

Maria Oliva

Chief Operating Officer, Pathway to Living

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Michelle C. Wells

Executive Vice President, Investor Relations

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Rick Hurd

Chief Investment Officer

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Matt Mering

Matt Mering

Executive Vice President, Hospitality

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Steve Carlson

Senior Vice President, Debt Capital Markets

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Patrick Dimaano

Patrick Dimaano

Vice President, Acquisitions - Pathway to Living

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Kevin Ibasco

Kevin Ibasco

Assistant Vice President, Acquisitions

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Julie Heigel

Assistant Vice President, Acquisitions

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Peter Kuzma

Senior Vice President, Acquisitions

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Matthew Masinter

Senior Vice President, Acquisitions

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Jeremy Stern

Jeremy Stern

Assistant Vice President, Acquisitions

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Philip J. Lukowski

Executive Vice President, Chief Portfolio Manager

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Brett Gerig

Senior Vice President, Portfolio Management

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Mark Hahn

Mark T. Hahn

Vice President, Asset Management

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Edward Kruse

Senior Vice President, Portfolio Manager

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Daniel Phelps

Vice President, Asset Management

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Lela Cirjakovic

Executive Vice President, Operations

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John Daley

Senior Vice President, Design and Construction

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Peg Blackall

Peg Blackall

Vice President, Design and Construction

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Scott Ferguson

Senior Vice President, Regional Operations

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Maria Oliva

Maria Oliva

Chief Operating Officer,
Pathway to Living

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David Scharfenberg

Senior Vice President, Regional Operations

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Michelle C. Wells

Executive Vice President, Investor Relations

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Laura Bakrins

Vice President, Investor Relations

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Stella Pappas

Stella Pappas

Vice President, Investor Relations

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Tenzin C. Wangyal

Vice President, Investor Relations

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Erin Ankin

General Counsel

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Todd Joseph

Chief Compliance Officer

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Tara Marszewski

Tara Marszewski

Chief Financial Officer

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Doug Pearce

Senior Vice President, Technology

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Susan Schuetz

Vice President, Treasury

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Megan O’Malley

Vice President Hospitality Accounting

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Jason Hainaut

Senior Vice President, Residential Accounting

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Roger Daou

Vice President, Residential Accounting

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