Our Team
Our team is composed of finance experts and charter school veterans determined to transform capital access for schools and communities. We maintain an unwavering commitment to delivering exceptional value to students, schools and investors.
500+ Transactions
Our team of experts has worked on over 500 charter school facility deals throughout the country.
$10 Billion+
The EFF Team has structured and underwritten more than $10 Billion in public finance projects.
Diverse Expertise
Our team is comprised of expert credit analysts, charter school executives, impact investors, and non-profit leaders.
Anand Kesavan
Founder & Chief Executive Officer
As a seasoned investment banker, charter school executive, and senior leader of a large philanthropic organization, Anand is passionate about solving educational inequalities, creating efficient financial markets, optimizing school financial models to send more resources to classrooms, and using philanthropy to do so in a scalable and sustainable manner.
Prior to founding Equitable Facilities Fund, Anand led the Structured Finance Group and ran the Facility Fund for the Charter School Growth Fund, where he helped identify the nation’s best schools and invest in them. Prior to CSGF, he served as Chief Financial Officer of KIPP Austin Public Schools. Prior to KIPP, Anand spent more than a decade in senior investment banking roles, financing more than $10 billion in public projects including state revolving funds and K-12 schools with a specialty in credit ratings & quantitative structuring.
Anand is a graduate of the University of Michigan Ross School of Business, the Harvard Kennedy School of Government, and the Education Pioneers Fellowship.
Michelle Getz
Partner & Chief Credit Officer
Michelle is charged with building Equitable Facilities Fund’s credit platform and leading a thorough credit diligence and approval process for each charter school loan. Additionally, she leads the loan closing, loan servicing and portfolio management processes.
She brings with her nearly 30 years of professional experience, including 18 years at Nuveen Asset Management. During her time at Nuveen, Michelle developed and refined their charter school investment methodology and implemented it via analysis of over 300 charter school organizations to determine viability and credit worthiness for investment. Michelle has also served as an Internal Auditor for the Coca-Cola Company and an External Financial Auditor with Deloitte & Touche.
Michelle earned a BS from Auburn University and an MS from the University of Houston. She is also a CPA in the states of Illinois and North Carolina.
Kevin Alin
Senior Advisor - Equity & Impact
Kevin is a founding member of the EFF team and leads the strategic planning efforts for the organization’s $500M commitment to schools run by leaders of color. He also advises EFF leadership on team culture and talent development with an emphasis on equity and inclusion.
Kevin is the founder of New Frontiers Development Group: an innovative platform that invests in the revitalization of latent neighborhoods. He most recently served as VP at the Fund For Our Economic Future where he leveraged more than $120M in philanthropic investment to bring accessible and inclusive economic growth for all residents of Northeast Ohio.
Prior to that, Kevin served as the Executive Director of School Choice & Enrollment for the Cleveland Metropolitan School District and in 2010 he co-founded Citizens Leadership Academy, a high-performing expeditionary middle school in Cleveland, Ohio. Since its launch, CLA has now grown to over 400 students enrolled over two campuses. Kevin now serves the students and families of Citizens Leadership Academy from the Board of Directors.
Kevin, his wife Tara and their two beautiful daughters live in Chapel Hill, North Carolina.
Sam Alnagar
Investment Analyst
Sam supports EFF’s efforts to to underwrite and originate loans to high-impact charter schools throughout the US. He is a member of the inaugural cohort of the Education Finance Analyst (EFA) Program sponsored by EFF and Civic Builders.
Prior to joining EFF, Sam was an Associate at Magellan Research Group, a primary research firm that connects institutional investors with leading experts across various industries. Prior to joining Magellan Research Group, Sam held internships across wealth management, media, and clean energy. Sam holds a Bachelors of Science in Business Administration with a primary concentration in Finance from Fordham University’s Gabelli School of Business.
Wendy Berry
Investment Principal - Lending & Research
Wendy is a facility financing specialist with deep credit expertise. At EFF she conducts bond market research, builds and leads our internal underwriting process, and works closely with our Chief Credit Officer on greenlighting transactions and due diligence efforts. For the past decade, Wendy has focused on the evolving charter school sector, where she has been a thought leader in improving credit standards for the burgeoning market.
She has authored or co-authored several comprehensive publications on the sector, including the LISC Charter School Bond Issuance: A Complete History Volumes I, II, and III along with numerous articles on the ever-changing charter school facility finance landscape.
Wendy has consulted with the Bill and Melinda Gates Foundation, the New York State Housing Finance Agency, the Local Support Initiatives Corporation, the State University of New York Charter Schools Institute, and the Arizona State Board of Education. She was also a senior credit analyst at Moody’s Investors Service.
Wendy received a BA and MPA from the Rockefeller College of Public Administration at the University of Albany. During her career, Wendy has held Series 7, Series 53, and Series 63 licenses.
James Dennis
Investment Analyst
James supports EFF’s efforts to underwrite and originate loans to high-impact charter schools throughout the US. He has a personal connection with EFF as a charter school alumni.
Prior to joining EFF, James was a Financial Planning Intern at Creative Planning, an independent wealth management firm. He was charged with creating client dashboards that encompassed an individual’s entire financial position. Prior to working at Creative Planning, James held several internships within the wealth management sector and worked closely with advisors for client meetings. James holds a Bachelors of Arts degree in Economics from Yale University.
Arielle Dorvilus
Investment Analyst
Arielle supports EFF’s efforts to underwrite and originate loans to high-impact charter schools throughout the US. She is a member of the second cohort of the Education Finance Analyst (EFA) Program sponsored by EFF, Civic Builders, and Afton Partners.
Prior to joining EFF, Arielle was in the Accounting Department at WellLife Network, a health and human services provider for those with disabilities. She also worked for Jovia Financial Credit Union. Arielle holds a bachelor’s degree in business administration from SUNY College at Old Westbury.
Jason Huang
Investment Analyst
Jason supports EFF’s efforts to underwrite and originate loans to high-impact charter schools throughout the US. He is a member of the second cohort of the Education Finance Analyst (EFA) Program sponsored by EFF, Civic Builders, and Afton Partners.
Prior to joining EFF, Jason was an Account Representative at Carahsoft Technology Corp., a government IT service provider. Jason holds a bachelor’s degree in finance from Baruch College.
Jared Kane
Investment Analyst
Jared supports EFF’s efforts to to underwrite and originate loans to high-impact charter schools throughout the US. He is a member of the inaugural cohort of the Education Finance Analyst (EFA) Program sponsored by EFF and Civic Builders.
Prior to joining EFF, Jared was a Finance Intern at Energy LB LLC, an energy savings company. He was charged with streamlining the proposal creation process. Before working at Energy LB LLC, Jared worked as an Finance Operations Analyst at NETSCOUT. Jared holds a bachelor of science degree in finance from Rutgers Business School.
Andria Kataja (Fernandez)
Portfolio Associate
As a member of the lending team at EFF, Andria supports the loan closing, loan servicing, and portfolio management processes. She comes to the EFF team with an unwavering commitment to the mission of quality education for all students.
Andria’s prior experience lies in teaching, leading school teams, and spearheading campus operations. She served three years on the campus leadership team as Operations Manager for DC Prep Academy, the highest performing public charter school network in Washington, DC. During the pandemic, Andria led the school’s Covid response, developing and executing the strategy for the transition to remote learning and, later, back into the classroom.
Prior to that, Andria spent three years in the classroom, beginning her career with Teach For America and working at a District Public School in the Bronx. She simultaneously completed her MA in Teaching at Relay Graduate School of Education. Andria earned her Bachelor’s degrees from University of North Carolina at Chapel Hill. She currently lives in Washington, DC with her husband and their cat, Mochi.
Brian Kates
Vice President of Finance
Brian is responsible for developing EFF’s financial systems to address current and future needs of the organization, monitoring business plan results, and assuring financial and reporting compliance to public, philanthropic and private partners. He builds and supports EFF’s finance, accounting, compliance, reporting, and human resource functions.
Prior to joining EFF, Brian founded ZATA Consulting, an education-focused practice that works primarily with charter schools on strategic planning, financial, operational, and facility initiatives.
Brian has worked with more than 50 growing charter organizations both during strategic planning and execution of growth plans. He served as the founding Director of Finance and Operations for Intrinsic Schools, a blended-learning charter network in Chicago. Prior to Intrinsic, he served as the founding Director of Finance for the Achievement School District in Tennessee.
Brian is a graduate of the Daniels College of Business at the University of Denver and holds a MS in Finance.
Seth McClerklin
Investment Associate
Seth supports EFF’s efforts to underwrite and originate loans to high-performing charter schools throughout the US, with the goal of extending high-quality education to all students. As a former CDFI underwriter, Seth is passionate about bridging socio-economic gaps by providing minority businesses with crucial financing opportunities.
Prior to joining the EFF team, Seth was an Underwriter at New Jersey Community Capital, a non-profit Community Development Financial Institution, where he underwrote over $25 million of commercial, residential, and small business loans. Prior to moving to underwriting, Seth worked as a New Market Tax Credit Compliance Coordinator for the same organization, where he managed compliance for 21 NMTC transactions.
Seth holds a BS in Urban Planning and Public Affairs from the University of Illinois at Chicago and a Masters in City and Regional Planning from Edward J. Bloustein School of Planning at Rutgers University.
Shawn McCormack
Investment Principal
Shawn supports charter leaders and local stakeholders in navigating the complex charter facilities landscape. As a member of the lending team, Shawn guides schools through the lending process and seeks to expand EFF’s impact through the development of new state-level financing vehicles. As a former charter school leader, Shawn is passionate about being an advocate for schools and creating equitable financing solutions that put more money back into classrooms.
Before joining the EFF team, Shawn was the Vice President of Building Hope, a non-profit charter school support organization, where he developed 12 charter school projects totaling over $150 million in Texas and Nevada. Prior to Building Hope, Shawn was the Director of Finance and then CFO of KIPP San Antonio, where he helped the organization grow from three to six schools and earn an investment grade rating. A graduate of the Broad Residency and Education Pioneers Fellowship, Shawn transitioned to the charter school sector after spending the first seven years of his career as a CPA with PwC and a private wealth firm.
Shawn holds a BS and MA from Tulane University and a MBA from the University of Texas at Austin. He also holds a MA in education leadership from the Broad Center.
Michael McGregor
Chief Operating Officer
Mike oversees EFF’s capital raising, finance, and operations functions and leads various strategic initiatives to support EFF’s vision that every high-impact public school operating in historically marginalized communities will have a pathway to accessing affordable facilities. He is leading the design and operationalization of EFF’s Fund II through which the team will invest a total of over $3B to scale educational excellence.
Mike is a mission-driven leader with deep experience in education, financial management, fundraising, and impact investing. He previously served as the Chief Operating Officer of the Great Oaks Foundation, where he oversaw the charter management organization’s business operations and led efforts to procure facilities, secure philanthropic revenues, and support Great Oaks’ expansion to serve over 3,000 students in New York City, Newark, Connecticut, and Delaware.
Prior to Great Oaks, Mike served as a school leader and humanities teacher at Match Public Charter School, which consistently performed amongst the best high schools in Massachusetts during his tenure. Mike earned an MBA with a concentration in finance and real estate from Columbia University and a BA in American History from the University of Pennsylvania.
Jon McIntosh
Principal, School Quality
Jon offers a wealth of experience in academic and school systems leadership, spanning both charter and traditional public school sectors. He currently applies this expertise at EFF, where his role emphasizes developing and implementing rigorous evaluation methodologies to assess prospective borrowers’ academic performance, leadership, and growth plans. He is responsible for conducting evaluations, providing loan advancement recommendations, and closely monitoring and supporting the academic performance of portfolio members.
Before his tenure at EFF, Jon served as Chief Academic Officer at Prospect Schools. In this role, he led the growth and development of a K-12 International Baccalaureate academic program within a six-school network of 2,200 students. Before this, he played a pivotal role as the founding School Director at Brooklyn Laboratory Charter Schools, a recognized XQ Super Schools grantee. His experience also includes a variety of leadership roles at KIPP NYC and being a committed Teach for America corps member.
Earlier in his career, Jon served as an advisor for the US State Department of Education under Secretary Arne Duncan, lending his expertise to national education policy. He has a background in collegiate and high school policy debate and loves to have a good, substantive argument. Jon, and his wife Jessica and their two precocious daughters live in Brooklyn, New York.
Jon has a deep passion for learning and has studied at Drury University, Columbia University, Bank Street, and Johns Hopkins University.
Mark Medema
Senior Advisor - Growth Strategy
Mark Medema is a founding member of the EFF team and plays a leading role in the development of the organization’s capitalization strategy, communications strategy, strategic partnerships, and institutional culture.
Mark currently serves as the Managing Director for the Charter School Facility Center at the National Alliance for Public Charter Schools. He is building a community of practice around facility research and best practices in policy initiatives, technical assistance, and new ventures. Previously, he helped a non-profit community loan fund, Building Hope, grow into new markets and new business lines. He started an international education reform organization that spurred the launch of Global School Leaders, a leader in the training of school leaders in low and moderate income countries. Prior to this, he worked for the KIPP Foundation in its early years to replicate their success and grow across the country. He has advised numerous charter school related groups.
Mark has been active in the education sector since serving as the Special Assistant to the Dean of the Northwestern Law School. Before transitioning to education, Mark worked in the infrastructure industry in engineering, urban planning, finance, and management consulting. Mark received his bachelor’s degree in civil engineering from Northwestern University and his MBA from the Kellogg School of Management. He lives in Alexandria, VA with his wife and two daughters.
Tara Storm
Associate, Data & Insights
Tara is responsible for the design, implementation, and management of EFF’s data systems. She comes to the EFF team with a strong commitment and passion to bring equitable education to all children.
Prior to joining EFF, Tara was the Manager of High School Data & Insights for KIPP Texas Public Schools where she supported data management, strategy, and storytelling for the 17 high schools in the KIPP Texas network. Her data expertise allowed the KIPP Texas academic leadership team to excel in their understanding and tracking of key academic insights that informed accountability ratings for KIPP Texas high schools. Before KIPP Texas, Tara worked at Teach For America managing recruitment strategy and also worked as a high school history teacher in Charlotte, North Carolina.
Tara has a BA in History and American Studies from UC Davis. She also holds a MS.Ed and an Ed.D in Urban Education Leadership from Johns Hopkins University. She currently lives in Austin, Texas with her husband and their two dogs, Tucker and Charlie.
Marc Wancer
Investment Principal - Lending & Credit
Marc is charged with sourcing loans and developing Equitable Facilities Fund’s pipeline. He works closely with partner schools to evaluate and guide them through our internal credit and underwriting process.
Marc brings 20 years of impact investing and nonprofit management experience. Formerly a Senior Executive and Analyst at Aeris, Marc conducted in-depth analysis and ratings of more than 70 Community Development Financial Institutions (CDFIs) throughout the U.S. and the U.K. Prior to Aeris, Marc worked as an independent consultant, managing development finance projects in Southeast Asia, including impact assessments and operational and financial evaluations of microcredit and savings programs, as well as designing microfinance initiatives to facilitate rural populations’ access to solar products. Marc’s international work was preceded by extensive lending and program management experience in the CDFI sector, working with NFF and Hope Enterprise Corporation.
Marc holds a BA from the University of Minnesota in Central European and Russian history and an MA from Fordham University in international politics and economic development.
Danielle Williams
Administrative Assistant
Danielle supports EFF’s strategy and operations as the Administrative Assistant. She works closely with the CEO and COO to manage their schedules, meeting requests, and travel; manages EFF’s “hybrid office” set-up; and facilitates the coordination of major team events. Danielle possesses in-depth and varied expertise in office management, public service and communications, including nearly a decade in senior administrative roles.
Prior to EFF, Danielle was a Senior Administrative Assistant for the New York City Police Department, where she worked with over 200 officers and civilians on a daily basis and supervised payroll, timekeeping, and roll call units. Danielle approaches EFF’s work and mission with a positive and determined mindset, and she is passionate about helping her teammates boost their efficiency, conserve time, and find solutions to challenges. Danielle holds a BA in Mass Communication from Lehman College.
Work With Us
If you’re seeking to have community-level impact on a national scale, apply to join our team!