Shepherd Heery

Shepherd Heery, CEO
sheery@brookwoodgroup.com
Mobile (415) 606-3355

Shepherd Heery is Brookwood Group's Chairman and Chief Executive Officer. He is one of the three co-founders of the firm and has served as a member of Brookwood’s Board of Directors since the firm was established in 1989. He currently divides his time between Atlanta, Georgia; Dallas, Texas; Ross, California (in the San Francisco Bay Area); and his home/office in Whitefish, Montana.

Shep’s experience as a developer, architect and construction program manager for private and public sector owners spans five decades. He has extensive management, leadership and marketing experience, especially in the realms of high-rise office and residential developments, encompassing all aspects of the development process.

Shep has been in his current role at Brookwood since mid-2013. He also previously served as Chairman/CEO of the firm from 1989-1997 (when it was known as Satulah Group). In 2009, when he returned to the firm as an employee, he became Brookwood’s President, again becoming CEO in 2010, and Chairman/CEO in 2013.

At Brookwood, Shep has served as the Senior Principal for client relationships including Salesforce, Aflac, Wells Fargo Bank, Cal Poly, and the City of South San Francisco. He also has led the firm into opportunities as a principal developer/investor.

From 2002 through early 2009, Shep served as Senior Vice President of San Francisco based Myers Development Company where he had overall responsibility for implementing the firm's development and construction activities.

From 2000-2001, Shep was employed with Tishman Speyer Properties as the Director of Development in San Francisco where he and his colleagues secured planning and zoning approvals to develop the 33-story, 650,000 square foot office tower at 555 Mission. He and others initiated the environmental review process for four residential towers in San Francisco. Two of the towers completed by Tishman Speyer are known as The Infinity. The other two towers on an adjacent block are known as Lumina.

At Satulah Group, Shep guided the growth of the firm from 1989-1997. In 1997, he negotiated the sale of Satulah's corporate real estate project management, facilities management and software units to LaSalle Partners, predecessor to Jones Lang LaSalle. In conjunction with the sale, Shep joined Jones Lang LaSalle where he worked for two years in a multi-disciplinary marketing capacity. At the time of the sale to LaSalle, the company's name was changed from Satulah Group to Brookwood Group. Shep remained on Brookwood's Board of Directors.

From 1982-1989, Shep was a Project Manager with Gerald D. Hines Interests, responsible for the development of several high-rise projects in Oakland and San Francisco. While at Hines, he coordinated and closed a number of transactions, the largest of which involved an ownership interest in 101 California Street. Prior to Shep’s experience at Hines, he was a practicing architect and construction program manager in Philadelphia, Atlanta and Aspen, Colorado.

Shep holds a Bachelor of Architecture degree from Cornell University and a Master of Business Administration from the Wharton School of the University of Pennsylvania. He also attended summer sessions at the Harvard Graduate School of Design and at University College, Oxford.

EDUCATION

MBA, The Wharton School of the University of Pennsylvania

Bachelor of Architecture Cornell University

Frank Jesse

Frank Jesse is a Senior Consultant and Advisor to Brookwood Group. He brings extensive strategic and tactical capabilities to the Brookwood team, focusing on corporate real estate and facilities. His past work has spanned large corporate initiatives such as headquarters projects and international expansions, as well as creative solutions for start-up entities. These assignments have been geographically diverse including throughout Asia, India, Europe and the Americas.

In recent years, Frank led the real estate and facilities function for national dialysis treatment provider Satellite Healthcare, Inc. in developing numerous new facilities and leveraging the organization’s investments with profitable sale/leaseback transactions. Prior to his work for this healthcare company, Frank managed the worldwide real estate and facilities for software company BEA Systems from shortly after its founding, through its 11 year growth to 85 major locations in 36 countries, until the 2008 $8.6 billion acquisition by Oracle Corporation. A major achievement during his tenure at BEA was the securing zoning entitlements and various related exemptions to facilitate a 2.9 million s.f. development in San Jose, CA, now likely to become a major future Apple campus.

Prior to BEA, Frank managed the diverse real estate portfolio of global express delivery company DHL Worldwide Express. Facilities included more than 220 distribution centers, on-airport operations, data centers, a software development center, billing operations facility, and corporate offices. In the 12 years preceding his corporate work, Frank managed complex healthcare and laboratory design and construction projects, including for Stanford University Hospital and the U.S. Veterans Administration.

Frank earned a B.S. from the University of Virginia, and Master’s degrees from the University of Michigan. He continues to be highly engaged in civic and business community activities in the SF Bay Area.

EDUCATION

Bachelor of Science, University of Virginia

Masters, University of Michigan

REGISTRATIONS

Linda Simon

Linda Simon, SVP
lsimon@brookwoodgroup.com
Office: (404) 350-6865

Linda Simon is Brookwood's Senior Vice President and Financial Controller. She is a member of the firm's four person Executive Committee and is a shareholder. She has extensive financial management experience in the development, design and construction industries.

Linda has been with Brookwood since 1994, and in 2001 was promoted to the position of Controller reporting to the company's CEO.

Before joining Brookwood, Linda spent 10 years as Assistant Controller for the Land Development division of Cousins Properties. She also has experience as the Controller for the real estate development firm Brookside Properties, Inc., and Cumberland Builders, Inc., a volume homebuilder.

Mark Troen

Mark Troen, SVP
mtroen@brookwoodgroup.com
ON LINKEDIN

Mark Troen, Senior Vice President of Brookwood Group, brings a broad investment perspective to its development projects and real estate advisory services practice throughout the United States. He also serves as managing principal of Brookwood’s affiliate, The Winnmark Group.

Mark has experience in all aspects of real estate investment, development and management, including: acquisitions and dispositions; financings and re-financings; asset repositioning, workouts and restructurings; management, leasing, marketing and sales; and construction, redevelopment and new development. He currently focuses on specific asset and portfolio strategies for Brookwood Equities including: identifying opportunistic situations; sourcing urban infill investments; and developing transit-oriented mixed-use projects.

Prior to joining Brookwood, Mark served as Chief Operating Officer of Sheldon Good & Company. He began his career at Security Pacific Realty Advisory Services and subsequently worked for HSBC USA (Marine Midland Bank), The Weitzman Group, Monday Properties, Racebrook Capital Advisors.

Mark has a multi-disciplinary educational and professional background, with an MBA from the Wharton School and a Master of Architecture degree from the University of Pennsylvania. He graduated with a Bachelor of Arts degree from Harvard College, majoring in economics.

Mark is active with the Urban Land Institute (ULI); a Fellow of the Royal Institution of Chartered Surveyors (FRICS); a member of the American Institute of Architects (AIA); a Registered Architect (NCARB & Florida); and holds Real Estate Broker’s Licenses in New York, Florida, North Carolina, Missouri, Maryland, and Connecticut.

Mark teaches graduate level real estate development, economics, and market analysis at the Masters in Real Estate Development + Urbanism Program of the University of Miami School of Architecture.

EDUCATION

Master of Business Administration: The Wharton School of the University of Pennsylvania

Master of Architecture: University of Pennsylvania

Bachelor of Arts, Cum Laude: Harvard College

REGISTRATIONS

Licensed Real Estate Broker: Connecticut, New York, Florida, Maryland, Missouri & North Carolina

Registered Architect: NCARB Certified, Florida, AIA

Fellow, Royal Institution of Chartered Surveyors (FRICS)