Robb ChapinChief Executive Officer
Robb Chapin serves as Chief Executive Officer of Bridge Seniors Housing Fund Manager LLC. From late 2005 to 2013, Mr. Chapin served as Co-Chief Executive Officer for Servant Investments and Co-Founder of Servant Healthcare Investments, LLC, (“SHI”) an affiliate of Servant Capital Group where he was responsible for corporate strategy, capital formation and served on the executive committee. Servant Healthcare Investments was the sub-advisors to a public non-traded healthcare REIT focused on seniors housing and other healthcare related properties and the GP/sponsor of a private healthcare development fund. From 1999 to 2005, Mr. Chapin served as Executive Vice President for Trustreet Properties, Inc. (“A CNL Legacy Fund”), a publicly traded REIT with over 3000 properties in over 40 states. He managed the investment strategy nationally for the acquisition of single-tenant net leased properties and was responsible for over $2 billion of commercial real estate acquisitions and investments. From 1997 to 1998, Mr. Chapin participated in the formation of CNL Retirement Properties, which acquired a portfolio consisting of over 275 properties nationwide valued at over $4.2 billion. Prior to joining CNL in 1997, he was the President of Leader Enterprises, a premier sports marketing company. Mr. Chapin received his Bachelor of Science in secondary education from Appalachian State University.
Phillip AndersonChief Investment Officer
Phillip Anderson serves as Chief Investment Officer of Bridge Seniors Housing Fund Manager LLC, and has over 28 years of leadership experience in healthcare real estate. Mr. Anderson Co-headed capital markets for the national Seniors Housing efforts of Cushman and Wakefield, Inc. from 2011 to 2013. Over a two-year period in this role, Mr. Anderson’s team arranged more than $200 million of general partner equity, limited partner equity and senior debt for Seniors Housing investments. In addition, his team led over $800 million of investment sales and advisory engagements in the Seniors Housing sector. In 2006, Mr. Anderson founded The Genova Company to pursue personal investments and advisory services, which included advising a $100 billion global bank on Seniors Housing investments in the United States. From 1999 to 2006, Mr. Anderson served as Chief Operating Officer and Executive Vice President of CNL Retirement Properties, Inc., a public, non-traded REIT focused on Seniors Housing properties and medical facilities, which was sold in 2006. During that period, Mr. Anderson oversaw all Seniors Housing acquisitions and the asset management of over 280 Seniors Housing and medical properties. Prior to joining CNL Retirement Properties, Inc., Mr. Anderson worked with Hyatt Hotels from 1985 to 1998, during which time he served as senior vice president of development and a member of the executive team that created Classic Residence by Hyatt Hotels, Hyatt’s Seniors Housing affiliate, and oversaw the development and acquisition of upscale Seniors Housing facilities, including over $300 million of new development. Mr. Anderson has been a member of the American Seniors Housing Association since 1994. In addition, he has served as a member of the board of directors of the National Investment Center for Seniors Housing and Care Industries and as a board member to Westminster Retirement Communities, a not-for-profit operator of continuing care retirement communities. Mr. Anderson also served as an elected City Commissioner for the City of Winter Park, Florida from 2008 to 2011. Mr. Anderson received his Bachelor of Science with Honors in Civil Engineering from the Georgia Institute of Technology.
Blake PeeperChief Acquisitions Officer
Blake Peeper serves as Chief Acquisitions Officer of Bridge Seniors Housing Fund Manager LLC. He has been involved in closing over $1 billion in real estate transactions over the past ten years. His experience has included serving as Senior Vice President of Investments for Servant Capital Group, where he was responsible for the firm’s healthcare real estate investment activities, including origination, structuring, underwriting and financing of properties, and played an integral role in the investment strategy and portfolio optimization. Prior to joining Servant Capital Group, Mr. Peeper was employed by CNL Financial Group as an acquisition consultant for two affiliated REITs, CNL Lifestyle Properties and CNL Healthcare Trust. He was involved in the acquisition of over $200 million of Seniors Housing properties across the United States. Previously, he was the Senior Director of Development for Marriott Vacation Club International where he originated, structured and underwrote land acquisitions and development opportunities for Marriott Vacation Club International and Ritz Carlton Club vacation ownership projects. From 2005 to 2006, he served as the Manager of Investments of CNL Lifestyle Properties, and from 2004 to 2005, in his first role at CNL Financial Group, he helped create and grow CNL Lifestyle Properties, a REIT with over $3 billion in portfolio properties. Mr. Peeper received his Bachelor of Science in business from Furman University and his Master of Business Administration with a concentration in Finance from the Crummer Graduate School of Business at Rollins College.
Caryl BarnesManaging Director-Asset Management
Caryl Barnes serves as Managing Director of Asset Management for Bridge Seniors Housing Fund Manager LLC. Prior to that appointment, Ms. Barnes served as Senior Vice President of Operations for BayBridge Senior Housing from 2012 to 2015 where she led the creation of their operating entity, BayBridge Senior Living. During her tenure, the portfolio grew from 12 owned assets to 40 owned and 21 operated senior residences. Prior to BayBridge, Ms. Barnes served as Senior Vice President of Operations for Sunrise Senior Living from 2009 to 2011, where she advanced quality care, occupancy, and profitability. Ms. Barnes was Regional Vice President of Operations at Sunrise from 2008-2010, developing effective senior and front-line leaders and aligning teams across the portfolio to improve standards of care. A senior operations executive in the senior care industry, Ms. Barnes also held the positions of Vice President of Operations, Area Manager of Operations and Executive Director at Sunrise, where she worked for 13 years. Prior to Sunrise, Caryl served in hospital administration and community services for 12 years. Ms. Barnes received her Bachelor of Arts degree from Iowa Wesleyan College and her Master of Arts in Human Services from Roosevelt University.
Matt BurkettSenior Vice President and Controller
Matt Burkett is responsible for accounting and financial reporting at the asset level as Senior Vice President and Controller of Bridge Seniors Housing Fund Manager LLC. Prior to joining Bridge, Mr. Burkett was Controller for Servant Capital Group, a healthcare real estate fund management platform where he managed all tax reporting, annual audit process and investor reporting for all the company’s activities. From 2007 until joining Servant, Mr. Burkett served as Controller for YourOffice USA, a national developer and operator of executive office suites. He was responsible for managing all accounting functions for the firms seven operating companies and affiliated franchisor. Mr. Burkett worked previously as a tax accountant for a regional accounting firm. He holds bachelor degrees in accounting and finance from Florida State University.
David WigleSenior Vice President-Investments
David Wigle serves as Senior Vice President of Acquisitions for Bridge Seniors Housing Fund Manager LLC and is a member of the Executive Committee and Asset Management Group. He has 30 years of experience in real estate acquisitions, development, construction and asset management. In 2010, Mr. Wigle joined Consulate/Lavie Healthcare’s executive management team leading the operational functions of facilities asset management, CapEx management, procurement, spend management and pharmacy. Prior to that, Mr. Wigle was a partner at Broad Street Partners - Commercial where he had responsibility for the company’s operations, including acquisitions, development, asset management and investment strategy. During his career, he developed properties valued at more than $250 million including restaurants, retail, hospitality and healthcare with a focus on the assemblage of large parcels for mixed-use developments. From 2001 to 2006, Mr. Wigle was President of Maple & Main Redevelopment, LLC, an affiliate of CNL Financial Group, where he was responsible for investment activities including acquisitions, development, construction and portfolio management. From 1999 to 2001, Mr. Wigle was Vice President of Construction for CNL Franchise Network, LP. Prior to joining CNL Franchise Network, LP, Mr. Wigle was President of RCS/GPI, Inc., a regional firm providing environmental, industrial and utilities construction services to the Departments of Defense and Energy, EPA, U.S. Navy, NASA and large defense contractors throughout the southeast. Mr. Wigle received his Bachelor of Science degree in Real Estate Finance from the University of Florida.
Allison RamirezVice President-Legal Services
Allison Ramirez serves as Vice President - Legal Counsel of Bridge Seniors Housing Fund Manager LLC and is a member of its Executive Administration Group. Mrs. Ramirez previously worked at Lowndes, Drosdick, Doster, Kantor & Reed, P.A., the largest law firm in Central Florida, as a senior associate and associate and as a member of the real estate practice group, where she provided advice to REIT and private equity groups in connection with acquisitions, leasing, financing and dispositions of various kinds of real property, including Seniors Housing. Mrs. Ramirez earned her Juris Doctor from the University of Miami, magna cum laude, Order of the Coif and was Managing Editor at the University of the Miami Law Review. She earned her Bachelor of Arts Degree in Political Science from the University of Central Florida. Mrs. Ramirez is a member of the Florida Bar Association.
Rob BurgessVice President of Project Management
Rob Burgess serves as the Vice President of Project Management for Bridge Seniors Housing Fund Manager LLC and is a member of its Asset Management group. He has 20 years of experience in construction and development industries with the last 11 years focused on seniors housing and medical office properties. Mr. Burgess is responsible for contributing to the due diligence requirements during the acquisition phase, capital expenditures review and approval, construction budget and scope of work approval as well as new development, including permitting, contractor selection, project management, and procurement. Prior to joining Bridge Seniors Housing Fund Manager, Mr. Burgess was employed by Sonata Health Care as Senior Vice President of Development with a focus on Memory Care facilities. Prior to Sonata, Mr. Burgess held the same title and developed three projects averaging 30-plus acres and 300 units, including independent living, assisted living, memory care and wellness for senior living communities based in Charlotte, North Carolina. Mr. Burgess is a graduate of Clemson University with a Bachelor of Science in Construction Science and Management and is a Licensed Contractor in the State of Florida.
Jacob HoustonVice President-Investment Analysis
Jacob Houston serves as Vice President of Investment Analysis for Bridge Seniors Housing Fund Manager LLC (Bridge Seniors). Jacob Houston is responsible for analyzing investment opportunities and preparing investment overviews for review by the Bridge Seniors investment team. He maintains certain databases and management status reporting for the assets and funds. Prior to joining Bridge, Mr. Houston was a private equity analyst with Renewal Capital LLP, based in Greenwich, CT., a middle market private equity firm that invests in distressed and underperforming companies across multiple industries. Prior, Mr. Houston was with KPMG in New York, NY where he performed due diligence on buy and sell side transaction including detailed financial statement analysis, identified quality of earnings adjustments as well as assisted in deal structuring including closing working capital requirement, minimum cash requirements and treatment of debt like terms. Mr. Houston graduated from Kansas State University Summa Cum Laude with Bachelor of Science degrees in Finance and Accounting.
Rick WatkinsSenior Director-Asset Management
Rick Watkins is a Senior Director of Asset Management at Bridge Seniors Housing Fund Manager LLC, joining the firm in 2014. He has over 30 years of operational and sales and marketing experience in senior housing. Watkins has held leadership positions of campus executive director, regional director of sales and marketing, regional director of operations, vice president of sales and marketing, and vice president of operations. From 2011 until joining Bridge, he offered consulting services specializing in senior housing site selection, market studies, community design, investment proformas and interim management.From 2008 to 2011, Mr. Watkins was with Sunrise Senior Living, serving approximately 8 months as executive director of a 377 unit independent, assisted living and memory care community in Naples, Florida and 3 years as regional director of operations for communities located in Georgia and South Carolina. He was the vice president of operations for Beacon Communities, a management company specializing in the turnaround of underperforming assets for over 6 years. Watkins was also with Beverly Enterprises for 10 years serving as a regional sales and marketing director for 98 communities located in Florida, then regional director of sales and marketing for over 100 communities in Texas and Arkansas. Mr. Watkins is a prior Board Member of Georgia ALFA. Mr. Watkins received his Bachelor of Arts in Business Administration with a concentration in Accounting from the University of South Florida.
Jim WestrichAsset Manager
James Westrich is a member of the Asset Management team at Bridge Seniors Housing Fund Manager LLC. He has over 30 years’ experience in the hospitality and operations of senior living communities. started his career with Marriott Senior Living (“MSLS”) overseeing the hospitality and culinary operations in a variety of independent full-service campus-style communities. Westrich later transitioned to Sunrise Senior Living through the sale of MSLS where he expanded his operational background in a variety of positions such as Executive Director, Project Manager, Operations Specialist and multi-unit oversight as Regional Director of Operations. As Executive Director, Mr. Westrich improved operational performance by implementing cost effective service enhancements that improve the lifestyle and add value to the communities. Communities under his leadership have grown occupancy through improved first impressions, higher resident and employee satisfaction, community involvement, and an “everybody sells” philosophy. Mr. Westrich attended Brookdale Community College for Hotel and Restaurant Management, is ALF CORE trained, a ServSafe Certified Food Safety Instructor and NCCDP Certified Dementia Practitioner.
Bill SnowSenior Transaction Manager
Bill Snow is the Senior Transaction Manager for Bridge Seniors Housing Fund Manager LLC. With 15 years of experience in the industry, he is responsible for overseeing all activities related to acquisitions of senior housing communities including due diligence collection and review, ordering new third party reports, lender requests, licensing, and closing. Mr. Snow's previous experience includes serving as Property Manager for Dr. Phillips Charities, First Vice President for SRS Real Estate Partners, Sales Representative for GE Capital Franchise Finance, and Transaction Manager for Trustreet Properties (A CNL Legacy Fund). Mr. Snow is a licensed real estate broker in the state of Florida and has received the Certified Commercial Investment Member designation. He graduated from the University of Central Florida with a Bachelor of Science in Criminal Justice and a Bachelor of Arts in Legal Studies.
Therese TaylorVice President - Owner Relations
Therese Taylor serves as Vice President of Owner Relations on the Seniors Housing team at Bridge Investment Group. Ms. Taylor has more than 20 years of experience in the real estate industry. She has been intimately involved in equity placements and capital management, acquisitions, project underwriting and finance, due diligence, portfolio management, risk management, strategic planning, and disposition of real estate investments across multiple markets in the eastern U.S. Therese previously served as Vice President of Investment Sales for Hold Thyssen, Inc., a full-service CRE firm that specializes in the stabilization and disposition of distressed assets for CMBS special servicers and commercial lenders. She managed the assets to stabilization and then sold the REO on the open market. Ms. Taylor also served as Vice President for the private equity group of KeyBank Real Estate Capital where she successfully closed more than $110M in equity investments for the bank. As Vice President for CIG International, a privately held mezzanine/equity provider, she originated and managed investments in ground-up mid-rise condominiums, townhome developments, and condo conversion projects in Florida, Georgia, and the Carolinas. As a capital manager, Therese was a senior portfolio manager for Hearthstone, a capital investment manager for CalPERS, GMAC and various other pension funds and university endowments. Hearthstone provided the capital required to acquire, develop and deliver for-sale housing developments across the U.S. As Senior Investment Manager, Therese had P&L responsibility for 3,000 single family units in some twenty residential projects located across the Southeast in a portfolio valued at more than $500 million. She holds the LEED-AP designation, a Florida Real Estate Broker’s License, and is a CCIM candidate. Therese is a member of the CCIM Institute and the Commercial Real Estate Women’s Network (CREW Network). She is currently serving as 2018 President of CREW Orlando. Therese earned her B.S. in Business Administration from the University of Central Florida.