Management

James W. Backner, President & Chief Operations Officer

James Backner is a hands-on entrepreneur and disciplined leader with over 25 years of experience in mortgage banking, acquisition of distressed real estate and notes, repositioning of properties, and disposition of real estate. At Strategic Holdings, Mr. Backner’s duties include supervising the sourcing of potential investment opportunities, performing due diligence, and facilitating acquisitions. Post-acquisition, Mr. Backner supervises the repositioning, property management, and eventual sale of all acquired assets.

Prior to forming Strategic Holdings, Mr. Backner was the President and Managing Member of a real estate investment firm which specialized in the acquisition, management, and disposition of distressed real estate from which over 40 million dollars of residential real estate was acquired, renovated and sold between 2008 and 2013.  Mr. Backner also has extensive experience in the real estate mortgage business, as he founded a successful boutique mortgage brokerage and banking firm that funded over five hundred million dollars in mortgage loans over the course of 10 years.  The firm utilized a warehouse line of credit to fund mortgage loans and sell them to institutional investors.  Mr. Backner supervised all aspects of the business including marketing, originations, underwriting, funding, and closed loan sales.

Mr. Backner graduated from California State University, Northridge in 1988 with a Bachelor of Science in Business Administration/Finance.

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James W. Backner
President & Chief Operations Officer

James W. Backner, President & Chief Operations Officer

James Backner is a hands-on entrepreneur and disciplined leader with over 25 years of experience in mortgage banking, acquisition of distressed real estate and notes, repositioning of properties, and disposition of real estate. At Strategic Holdings, Mr. Backner’s duties include supervising the sourcing of potential investment opportunities, performing due diligence, and facilitating acquisitions. Post-acquisition, Mr. Backner supervises the repositioning, property management, and eventual sale of all acquired assets.

Prior to forming Strategic Holdings, Mr. Backner was the President and Managing Member of a real estate investment firm which specialized in the acquisition, management, and disposition of distressed real estate from which over 40 million dollars of residential real estate was acquired, renovated and sold between 2008 and 2013.  Mr. Backner also has extensive experience in the real estate mortgage business, as he founded a successful boutique mortgage brokerage and banking firm that funded over five hundred million dollars in mortgage loans over the course of 10 years.  The firm utilized a warehouse line of credit to fund mortgage loans and sell them to institutional investors.  Mr. Backner supervised all aspects of the business including marketing, originations, underwriting, funding, and closed loan sales.

Mr. Backner graduated from California State University, Northridge in 1988 with a Bachelor of Science in Business Administration/Finance.

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Brian Alonge, Chief Financial Officer

Brian Alonge is an accomplished financial leader with over 20 years of experience in the hospitality and commercial real estate industry.  Throughout his career, his primary focus has been on the timely and accurate reporting of financial statements in accordance with GAAP (Generally Accepted Accounting Principles) as well as debt and equity raises and highly structured financing, involving every level of the capital stack. AS CFO of Strategic Holdings, Mr. Alonge is responsible for all tax and accounting matters of the company as well as leading the company’s growth by utilizing his experience and connections in the private equity and capital markets  world.

Prior to joining Strategic Holdings, Mr. Alonge was a principal and Chief Financial Officer at Lighthouse Lodging Group, where during the economic  downturn in 2009, raised $36mm of private equity to acquire and  subsequently renovate the Marriott Napa Valley hotel, which was quickly  repositioned and sold two years later for $72 million.

Before starting Lighthouse Lodging Group, Brian served as CFO at Windsor Capital Group (WCG), a privately held hotel and commercial real estate  company. At WCG, during his 14 year tenure, Mr. Alonge oversaw an 18  member accounting team and managed the financial and tax matters for  the company’s 38 hotels, 4 commercial office buildings and numerous other  properties, corporations and partnerships, which generated annual revenues  in excess of $350 million. At Windsor, Mr. Alonge participated in single asset  and portfolio refinancing and restructuring projects totaling over $1 billion  in gross proceeds which over a five year period, saved the company tens of  millions of dollars in annual interest expense.

Mr. Alonge graduated from California State University of Northridge in 1989 with a Bachelor of Science degree in Finance and earned his Master of Business  Administration degree in 1995.

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Brian Alonge
Chief Financial Officer

Brian Alonge, Chief Financial Officer

Brian Alonge is an accomplished financial leader with over 20 years of experience in the hospitality and commercial real estate industry.  Throughout his career, his primary focus has been on the timely and accurate reporting of financial statements in accordance with GAAP (Generally Accepted Accounting Principles) as well as debt and equity raises and highly structured financing, involving every level of the capital stack. AS CFO of Strategic Holdings, Mr. Alonge is responsible for all tax and accounting matters of the company as well as leading the company’s growth by utilizing his experience and connections in the private equity and capital markets  world.

Prior to joining Strategic Holdings, Mr. Alonge was a principal and Chief Financial Officer at Lighthouse Lodging Group, where during the economic  downturn in 2009, raised $36mm of private equity to acquire and  subsequently renovate the Marriott Napa Valley hotel, which was quickly  repositioned and sold two years later for $72 million.

Before starting Lighthouse Lodging Group, Brian served as CFO at Windsor Capital Group (WCG), a privately held hotel and commercial real estate  company. At WCG, during his 14 year tenure, Mr. Alonge oversaw an 18  member accounting team and managed the financial and tax matters for  the company’s 38 hotels, 4 commercial office buildings and numerous other  properties, corporations and partnerships, which generated annual revenues  in excess of $350 million. At Windsor, Mr. Alonge participated in single asset  and portfolio refinancing and restructuring projects totaling over $1 billion  in gross proceeds which over a five year period, saved the company tens of  millions of dollars in annual interest expense.

Mr. Alonge graduated from California State University of Northridge in 1989 with a Bachelor of Science degree in Finance and earned his Master of Business  Administration degree in 1995.

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John T. Gaiser, Chief Investment Officer

John Gaiser is an entrepreneur and visionary with over 24 years of experience in mortgage banking, acquisition of distressed real estate loans, loan servicing, structured finance of real estate loans, and real estate acquisition and development. At Strategic Holdings, Mr. Gaiser’s duties include sourcing potential investment opportunities, performing pre-acquisition due diligence, and advising the credit committee regarding underwriting and acquisition guidelines. Post-acquisition, Mr. Gaiser assists with negotiations with current borrowers, and provides guidance regarding disposition strategies.

Prior to Strategic Holdings, Mr. Gaiser was the founder and primary owner of two major mortgage banking firms which funded several billion dollars of transactions from 1989 through 2007. The experienced gained by Mr. Gaiser from the events that led up to the August 2007 credit crisis are invaluable in providing advice on designing and building a new real estate financial company that can better anticipate, safeguard, and navigate against future real estate related credit crises.

Mr. Gaiser graduated from Oral Roberts University Cum Laude with a Bachelor of Science in Business Administration and a Minor in Biblical Literature in 1986.

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John Gaiser
Chief Investment Officer

John T. Gaiser, Consultant

John Gaiser is an entrepreneur and visionary with over 24 years of experience in mortgage banking, acquisition of distressed real estate loans, loan servicing, structured finance of real estate loans, and real estate acquisition and development. At Strategic Holdings, Mr. Gaiser’s duties include sourcing potential investment opportunities, performing pre-acquisition due diligence, and advising the credit committee regarding underwriting and acquisition guidelines. Post-acquisition, Mr. Gaiser assists with negotiations with current borrowers, and provides guidance regarding disposition strategies.

Prior to Strategic Holdings, Mr. Gaiser was the founder and primary owner of two major mortgage banking firms which funded several billion dollars of transactions from 1989 through 2007. The experienced gained by Mr. Gaiser from the events that led up to the August 2007 credit crisis are invaluable in providing advice on designing and building a new real estate financial company that can better anticipate, safeguard, and navigate against future real estate related credit crises.

Mr. Gaiser graduated from Oral Roberts University Cum Laude with a Bachelor of Science in Business Administration and a Minor in Biblical Literature in 1986.

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Patty Franklin,

EVP of Investor Relations

Patty Franklin has been a registered securities licensed professional for over 15 years. She has extensive experience in a broad range of investments including real estate, private equity, and alternative investments. At Strategic Holdings, Mrs. Franklin is responsible for the operations of our investor relations department, including capital management, global fund raising, compliance, financial analytics, and client relationship management.

Mrs. Franklin is concurrently a principal for Strategic PE Advisors, a Registered Investment Management firm specializing in income producing portfolios.  Her team focus’ on diversifying with publicly traded assets such as stocks, bonds, mutual funds and ETF’s as well as private assets such as private equity and non-traded REIT’s.
Prior to joining Strategic Holdings, Mrs. Franklin was an Investment Consultant for TD Ameritrade, responsible for overseeing $500 Million dollars of assets under management. Prior to that, she was a registered investment advisor/financial planner for over 10 years with firms such as UBS, Linsco Private Ledger, and Cambridge.

Mrs. Franklin currently holds FINRA Series 6, 7, 63, and 65 Securities License.

Mrs. Franklin graduated from University of California, Los Angeles in 1995 with a Bachelor of Science in Psychology and a minor in Chemistry. She also has an MBA degree from California Lutheran University with an emphasis in Financial Planning. She also holds professional designation in Personal Financial Planning. Check the background of this investment professional on FINRA’s BrokerCheck.

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Patty Franklin
EVP of Investor Relations

Patty Franklin, EVP of Investor Relations

Patty Franklin has been a registered securities licensed professional for over 15 years. She has extensive experience in a broad range of investments including real estate, private equity, and alternative investments. At Strategic Holdings, Mrs. Franklin is responsible for the operations of our investor relations department, including capital management, global fund raising, compliance, financial analytic, and client relationship management.
Prior to joining Strategic Holdings, Mrs. Franklin was an Investment Consultant for TD Ameritrade, responsible for overseeing $500 Million dollars of assets under management. Prior to that, she was a registered investment advisor/financial planner for over 10 years with firms such as UBS, Linsco Private Ledger, and Cambridge.

Mrs. Franklin is concurrently a principal for Strategic PE Advisors, a Registered Investment Management firm specializing in income producing portfolios.  Her team focus’ on diversifying with publicly traded assets such as stocks, bonds, mutual funds and ETF’s as well as private assets such as private equity and non-traded REIT’s.
Prior to joining Strategic Holdings, Mrs. Franklin was an Investment Consultant for TD Ameritrade, responsible for overseeing $500 Million dollars of assets under management. Prior to that, she was a registered investment advisor/financial planner for over 10 years with firms such as UBS, Linsco Private Ledger, and Cambridge.

Mrs. Franklin graduated from University of California, Los Angeles in 1995 with a Bachelor of Science in Psychology and a minor in Chemistry. She also has an MBA degree from California Lutheran University with an emphasis in Financial Planning. She currently holds FINRA Series 6, 7, 63, and 65 Securities Licenses and a professional designation in Personal Financial Planning. Check the background of this investment professional on FINRA’s BrokerCheck.

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Raul G. Gamino, JD, Senior Investment Analyst

Raul Gamino’s 15 plus years in commercial loan underwriting, servicing, and sales, combined with his law degree, empower him to maximize risk/reward analysis in underwriting, servicing, and collecting distressed commercial real estate and loans. At Strategic Holdings, Mr. Gamino is tasked with the underwriting of potential acquisitions, evaluating potential legal issues, and reviewing operational income and expense reports. Mr. Gamino works with nationwide brokers and appraisers to evaluate potential deals, and advise the credit committee regarding appropriate acquisition targets. Post-acquisition, Mr. Gamino also assists in the disposition of assets.

Prior to joining Strategic Holdings, Mr. Gamino underwrote, approved, and structured complex commercial real estate loans for multi-family housing, retail, office, multi-family (HUD), skilled nursing, shopping centers, special purpose, and owner-occupied properties. He collaborated with Chief Operations Officer, Chief Financial Officer, and Chief Credit Officer on asset management, credit policy, marketing, and profitability objectives. Mr. Gamino also has extensive experience managing distressed loans including foreclosures, bankruptcies, liquidations, legal counsel, REO’s, and loan workouts.

Mr. Gamino graduated from University of Southern California with a Bachelor of Science in Finance: Real Property Management and Development, and he earned his Executive Juris Doctor from Concord Law School, Kaplan University.

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Raul G. Gamino, JD
Senior Investment Analyst

Raul G. Gamino, JD, Senior Investment Analyst

Raul Gamino’s 15 plus years in commercial loan underwriting, servicing, and sales, combined with his law degree, empower him to maximize risk/reward analysis in underwriting, servicing, and collecting distressed commercial real estate and loans. At Strategic Holdings, Mr. Gamino is tasked with the underwriting of potential acquisitions, evaluating potential legal issues, and reviewing operational income and expense reports. Mr. Gamino works with nationwide brokers and appraisers to evaluate potential deals, and advise the credit committee regarding appropriate acquisition targets. Post-acquisition, Mr. Gamino also assists in the disposition of assets.

Prior to joining Strategic Holdings, Mr. Gamino underwrote, approved, and structured complex commercial real estate loans for multi-family housing, retail, office, multi-family (HUD), skilled nursing, shopping centers, special purpose, and owner-occupied properties. He collaborated with Chief Operations Officer, Chief Financial Officer, and Chief Credit Officer on asset management, credit policy, marketing, and profitability objectives. Mr. Gamino also has extensive experience managing distressed loans including foreclosures, bankruptcies, liquidations, legal counsel, REO’s, and loan workouts.

Mr. Gamino graduated from University of Southern California with a Bachelor of Science in Finance: Real Property Management and Development, and he earned his Executive Juris Doctor from Concord Law School, Kaplan University.

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Ryan Cox, Senior Investment Analyst

Ryan Cox is a veteran real estate professional with over 10 years of experience in real estate acquisitions and entitlement, residential multifamily management, and budgeting. His diverse background is vital to performing proper due diligence on distressed properties. At Strategic Holdings, Mr. Cox’s duties include the underwriting of potential acquisitions, reviewing operational income and expense reports, and advising the credit committee regarding appropriate acquisition targets.  Post-acquisition, he also assists in the disposition of assets.

Prior to joining Strategic Holdings, Mr. Cox managed budgets on a large portfolio of multifamily residential buildings with HUD loans.  He performed due diligence on development properties and managed the development entitlement process.

Mr. Cox is a graduate of the United States Naval Academy in Annapolis, MD, and served on active duty as a U.S. Navy SEAL.

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Ryan Cox
Senior Investment Analyst

Ryan Cox Senior Investment Analyst

Ryan Cox is a veteran real estate professional with over 10 years of experience in real estate acquisitions and entitlement, residential multifamily management, and budgeting. His diverse background is vital to performing proper due diligence on distressed properties. At Strategic Holdings, Mr. Cox’s duties include the underwriting of potential acquisitions, reviewing operational income and expense reports, and advising the credit committee regarding appropriate acquisition targets.  Post-acquisition, he also assists in the disposition of assets.

Prior to joining Strategic Holdings, Mr. Cox managed budgets on a large portfolio of multifamily residential buildings with HUD loans.  He performed due diligence on development properties and managed the development entitlement process.

Mr. Cox is a graduate of the United States Naval Academy in Annapolis, MD, and served on active duty as a U.S. Navy SEAL.

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Derrick B. Grüner

Derrick B. Grüner, Esq. is Executive Vice President & General Counsel, and a 24 year veteran of the real estate finance industry. Prior to joining the Strategic Holdings team, he was General Counsel & Chief Legal Officer at Genesis Capital, Counsel at Anchor Loans, and before that partner at a large east coast law firm. In over a decade practicing law, he has focused on banking, finance, and real estate with broad transactional knowledge as well as a substantial litigation practice. Mr. Grüner is a recognized leader in the field, is frequently asked to moderate and present at industry conferences throughout the United States, and is published, quoted, and featured in a variety of publications and trade journals.

Mr. Grüner is a member of the Leadership Los Angeles Class of 2014. In Miami, he was a Greater Miami Chamber Board Member, Chair of the Chamber’s influential International Consular Corps Committee, and a member of the Leadership Miami Class of 2009. He is also a 2005 Alumni of highly selective Leadership Jacksonville. He is a member of the Florida Bar, is admitted to the United States District Court, Middle District of Florida, and admitted to practice in California as Registered In-House Counsel. Mr. Grüner is conversant in Portuguese.

He also has nearly a decade of real estate finance experience prior to the practice of law, and as a result commands an in-depth understanding of the real estate and banking industries. Mr. Grüner began his career in mortgage banking with a primary emphasis on business development, underwriting, and secondary markets. As a mortgage banker, Mr. Grüner was active in a variety of trade groups, including service as a Chair of the Georgia Association of Mortgage Brokers PAC, a participant on the Legislative Committee of the National Association of Mortgage Brokers, and a member of the Mortgage Bankers Association of Florida.

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Derrick B. Grüner
Executive Vice President & General Counsel

Derrick B. Grüner, Esq. is Executive Vice President & General Counsel

Derrick B. Grüner, Esq. is Executive Vice President & General Counsel, and a 24 year veteran of the real estate finance industry. Prior to joining the Strategic Holdings team, he was General Counsel & Chief Legal Officer at Genesis Capital, Counsel at Anchor Loans, and before that partner at a large east coast law firm. In over a decade practicing law, he has focused on banking, finance, and real estate with broad transactional knowledge as well as a substantial litigation practice. Mr. Grüner is a recognized leader in the field, is frequently asked to moderate and present at industry conferences throughout the United States, and is published, quoted, and featured in a variety of publications and trade journals.

Mr. Grüner is a member of the Leadership Los Angeles Class of 2014. In Miami, he was a Greater Miami Chamber Board Member, Chair of the Chamber’s influential International Consular Corps Committee, and a member of the Leadership Miami Class of 2009. He is also a 2005 Alumni of highly selective Leadership Jacksonville. He is a member of the Florida Bar, is admitted to the United States District Court, Middle District of Florida, and admitted to practice in California as Registered In-House Counsel. Mr. Grüner is conversant in Portuguese.

He also has nearly a decade of real estate finance experience prior to the practice of law, and as a result commands an in-depth understanding of the real estate and banking industries. Mr. Grüner began his career in mortgage banking with a primary emphasis on business development, underwriting, and secondary markets. As a mortgage banker, Mr. Grüner was active in a variety of trade groups, including service as a Chair of the Georgia Association of Mortgage Brokers PAC, a participant on the Legislative Committee of the National Association of Mortgage Brokers, and a member of the Mortgage Bankers Association of Florida.

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Scott Woodside, Director of Asset Management

Scott Woodside is a Certified Public Accountant with an entrepreneur spirit having more than 28 years’ experience in finance, IT, accounting, land acquisition, land development, product development, project management, construction, and sales and marketing.  Mr. Woodside was initially engaged by affiliate TriTay Property Investments, LLC as CFO.  In his new position of Director of Asset Management with At Strategic Holdings, Mr. Woodside is responsible for the reposition of REO assets and property management.

Prior to Strategic, Mr. Woodside served as CFO to one of the largest Community Management Companies in California servicing over 150 associations and more than 50,000 home owners with seven divisions throughout California and Nevada.

As founding partner of a homebuilding company and chief financial officer to successful California builders ranging from entry-level to multi-million dollar semi-custom homes, Mr. Woodside possesses critical knowledge in each element of the building process having acquired, financed, designed, constructed, and sold thousands of homes.  He brings industry insight and experience as a seasoned professional who adapts well to changing environments directing measurement systems and infrastructure to optimize business results.

Mr. Woodside graduated from California State University, Fullerton in 1984 with a Bachelor of Arts in Business Administration with a concentration in Accounting.  Studied Construction Development Management at the University of California, Irvine and is a member of the American Institute of Certified Public Accountants CPA.  He is also a Certified Community Association Manager (CCAM) with the California Association of Community Managers, Inc.

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Scott Woodside
Director of Asset Management

Scott Woodside, Director of Asset Management

Scott Woodside is a Certified Public Accountant with an entrepreneur spirit having more than 28 years’ experience in finance, IT, accounting, land acquisition, land development, product development, project management, construction, and sales and marketing.  Mr. Woodside was initially engaged by affiliate TriTay Property Investments, LLC as CFO.  In his new position of Director of Asset Management with At Strategic Holdings, Mr. Woodside is responsible for the reposition of REO assets and property management.

Prior to Strategic, Mr. Woodside served as CFO to one of the largest Community Management Companies in California servicing over 150 associations and more than 50,000 home owners with seven divisions throughout California and Nevada.

As founding partner of a homebuilding company and chief financial officer to successful California builders ranging from entry-level to multi-million dollar semi-custom homes, Mr. Woodside possesses critical knowledge in each element of the building process having acquired, financed, designed, constructed, and sold thousands of homes.  He brings industry insight and experience as a seasoned professional who adapts well to changing environments directing measurement systems and infrastructure to optimize business results.

Mr. Woodside graduated from California State University, Fullerton in 1984 with a Bachelor of Arts in Business Administration with a concentration in Accounting.  Studied Construction Development Management at the University of California, Irvine and is a member of the American Institute of Certified Public Accountants CPA.  He is also a Certified Community Association Manager (CCAM) with the California Association of Community Managers, Inc.

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Kathy Klima, Controller

Kathy Klima has over 20 years of private and public accounting experience in both large and small companies.  In the last 15 years, she has focused on the real estate industry.  Ms. Klima has a hands on management style which has enabled her to successfully grow in all positions she has held. In Kathy’s last position, as a Controller for a well established private money lender she was responsible for the day to day accounting operations and financial reporting for all aspects of the Company’s businesses.

Ms. Klima graduated from California State University, Northridge in 1991 with a Bachelor of Science in Business Administration/Accounting.

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Kathy Klima
Controller

Kathy Klima, Controller

Kathy Klima has over 20 years of private and public accounting experience in both large and small companies.  In the last 15 years, she has focused on the real estate industry.  Ms. Klima has a hands on management style which has enabled her to successfully grow in all positions she has held. In Kathy’s last position, as a Controller for a well established private money lender she was responsible for the day to day accounting operations and financial reporting for all aspects of the Company’s businesses. Ms. Klima graduated from California State University, Northridge in 1991 with a Bachelor of Science in Business Administration/Accounting.

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Barry Levenson, Consultant

Barry Levenson is a visionary leader and strategist with extensive experience in financial services and a demonstrated ability to achieve high-growth objectives at the highest corporate levels. He is a proven builder of successful companies with over 25 years of executive experience in fast-growth organizations. As a consultant for Strategic Holdings, Mr. Levenson is in charge of taking the current investment process, and scaling it to a whole new level of success. Mr. Levenson is responsible for creating, communicating, and implementing the organization’s vision, mission, and overall direction.

Prior to joining Strategic Holdings, Mr. Levenson was a founding officer of banking giant Countrywide Bank (acquired by Bank of America), and a Managing Director at PennyMac Loan Services, LLC. He has been a Chief Officer of numerous additional companies including: Knowledge Adventure Academy123 (acquired by Discovery Communications), Homestore/Move.com/Realtor.com, Enfish Technologies (acquired by Franklin-Covey), and Stern Marketing Group (acquired by NewGround). Mr. Levenson was also a Senior Consultant at Deloitte Consulting, and has been a board member of BAI (Bank Administration Institute), Haas Business School at UC Berkeley, and the National Literacy Network.

Mr. Levenson graduated from the University of California, Berkeley, Haas Business School with a Bachelor of Science in Finance and Real Estate. While at UC Berkeley, he co-founded the Cal Berkeley Federal Credit Union. He earned an MBA from the Anderson Graduate School of Management, UCLA in Finance, Marketing, and Entrepreneurship. He is currently on the board of the UCLA Ziman Center for Real Estate.

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Barry Levenson
Consultant

Barry Levenson, Consultant

Barry Levenson is a visionary leader and strategist with extensive experience in financial services and a demonstrated ability to achieve high-growth objectives at the highest corporate levels. He is a proven builder of successful companies with over 25 years of executive experience in fast-growth organizations. As CEO of Strategic Holdings, Mr. Levenson is in charge of taking the current investment process, and scaling it to a whole new level of success. Mr. Levenson is responsible for creating, communicating, and implementing the organization’s vision, mission, and overall direction.

Prior to joining Strategic Holdings, Mr. Levenson was a founding officer of banking giant Countrywide Bank (acquired by Bank of America), and a Managing Director at PennyMac Loan Services, LLC. He has been a Chief Officer of numerous additional companies including: Knowledge Adventure Academy123 (acquired by Discovery Communications), Homestore/Move.com/Realtor.com, Enfish Technologies (acquired by Franklin-Covey), and Stern Marketing Group (acquired by NewGround). Mr. Levenson was also a Senior Consultant at Deloitte Consulting, and has been a board member of BAI (Bank Administration Institute), Haas Business School at UC Berkeley, and the National Literacy Network.

Mr. Levenson graduated from the University of California, Berkeley, Haas Business School with a Bachelor of Science in Finance and Real Estate. He earned an MBA from the Anderson Graduate School of Management, UCLA in Finance, Marketing, and Entrepreneurship. While at UC Berkeley, he co-founded the Cal Berkeley Federal Credit Union. Mr. Levenson was recently honored as a Board Member to the UCLA Ziman Center for Real Estate.

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