Marc Rand is the Founder and Managing Director of Community Capital Advisors, a national consultancy focused on community investment. He leads an amazing team to support foundations (community, private, and corporate) invest in nonprofits and social impact companies. He also manages several nonprofit loan funds, including American Nonprofits and the Nonprofit Insurance Alliance of California's member loan fund.
Marc is the former Program Director for Loans and Affordable Housing at Marin Community Foundation (MCF). While at MCF Marc invested more than $50 million in Marin-based nonprofits during a 12 year period with a 0% default rate.
Marc also developed one of the nation’s first donor development strategies connected to impact investing while at MCF and was able to increase loan capital five-fold from $5 million to $25 million. Prior to MCF, Marc served in the Peace Corps (Romania) where he led the development of 5 credit unions. Marc started his career in international banking.
Marc served six years as a Board Member, two as Board Chair, for Opportunity Fund, a small business CDFI micro-loan fund with assets over $75 million.
Theresa Wilson supports Community Capital Advisors with portfolio management and internal operations. Previously she was at Avivar Capital where she managed internal operations and conducted investment due diligence and client portfolio management. Prior she supported a $50M impact portfolio at Omidyar Network, worked in SME Private Equity at the IFC, supported the Market Dynamics team at Results for Development, and served as a Kiva Fellow working to launch Kiva’s US-based micro finance platform. Before Kiva, she served in the U.S. Peace Corps in the Republic of Georgia and Costa Rica.
Theresa holds an MBA and MA in Global Affairs from Yale University where she was a Forte Fellow, Executive Director of the Yale Journal of International Affairs, and co-chair of the Yale Philanthropy Conference. She earned her BS in finance and in interdisciplinary business management with a marketing minor, magna cum laude, from Miami University.
As a seasoned finance executive, Sarah Bennett has 20 years of non-profit underwriting and portfolio management experience at Wells Fargo. While at Wells, she was a Senior Vice President in the Community Lending and Investment Division and grew its Community Development Financial Institution (CDFI) portfolio from $25 million to $125 million. This portfolio included a wide range of borrowers from large national lenders to small rural CDFIs receiving their first lending capital.
Sarah also has product development experience designing new debt and equity products for her non-profit clients. In addition, Sarah served on the Loan Committee for the Loan Income Investment Fund for nine years and on the board of a non-profit homeless agency for five years.
Her career passion is getting capital into communities that need it the most by using prudent and innovative products. Sarah has a Bachelor’s Degree in Political Science from Stanford University and a Master’s Degree in Public Policy from the Harvard Kennedy School of Government.
Bert Feuss is an independent consultant and trusted advisor to mission-driven organizations. He brings extensive investment and foundation leadership experience helping organizations accept and manage complex assets, navigate growth, and align investment capital with mission to advance racial equity, inclusive economies, sustainable global growth and healthy communities.
Specializing in impact and place-based investing, Bert is an expert in portfolio construction across asset classes, ESG and MRI/PRI strategies, development of DEI aware policies and practices, and engaging diverse asset managers. As the former Senior Vice President of Investments at Silicon Valley Community Foundation, he stewarded asset growth from $2 to $10 billion, developed high-performing impact portfolios, pioneered direct impact investments from donor-advised funds, and supported the largest donor relationships.
Prior to SVCF, Bert was the Director of Professional Services at Peninsula Community Foundation. Before that he served as Senior Vice President at Franklin Templeton Investments in a variety of marketing, sales and product development roles. He holds an MBA from Golden Gate University and BS from the University of California, Davis.
Bert is a volunteer investment committee advisor to the UC Davis Foundation and The California Endowment. He also serves as business coach for Fondo Adelante clients, a San Francisco CDFI. Prior board roles include Northern California Planned Giving Council, Mission Investors Exchange and FAOG (Fiscal, Administrative, Officers Group) for community foundations.
Donna Kelley has provided financial consulting, real estate lending analysis and underwriting services as a banker and independent contractor for twenty-five years. Specializing in the affordable housing industry and with experience in other community-oriented projects such as childcare facilities, charter schools, and community health and wellness centers, she has worked for a variety of financial institutions and lenders, including a non-profit CDFI.
She has skill using a variety of financial tools, including bonds, tax credits (including housing and new markets), local, state and federal financing sources and conventional lending sources. She has underwritten many different types of loans, including predevelopment, land acquisition, construction and permanent financing. Her underwriting activities also requires an extensive knowledge of financial analysis of developer/borrower financial statements, title, valuation, legal, environmental review and other aspects of successful lending.
Ms. Kelley has an MBA in Finance from the University of Colorado-Boulder, a B.A. in French from the University of Colorado and a Certificat de Français Parlé from the Alliance Française in Paris, France.
Elizabeth Maxwell is a creative producer, writer, and director with 15 years experience in the arts, events/media, and the impact economy.
A New Orleans native, Elizabeth's winding professional path has led her to spend significant time in New York City, Philadelphia, Italy/Europe, and South Africa and hold leadership positions in innovative start-ups such as the Artistic Director of the Art Monastery Project (www.artmonastery.org) and Chief Dot Connector with the non-governmental U.S. Department of Arts & Culture (www.usdac.us).
Most recently, Elizabeth worked with Social Capital Markets (SOCAP) to produce industry-leading content on impact investing via the national SOCAP 365 event series, curating 40+ events in 9 cities across the U.S., and co-hosting the company's first podcast, “Money + Meaning” (www.socialcapitalmarkets.net).
An award-winning theatre director, public speaker, and systems thinker, she is currently pursuing a Master of Public Administration at the University of New Orleans and is a 2019 Women4Climate Fellow.
Alejandro Valera is a Marketing/Communications Intern for Community Capital Advisors and American Nonprofits. He is currently completing a Bachelor's degree in Economics at the University of California, Santa Cruz and plans to pursue a career in the financial services industry.
"I love helping people and being able to do an internship that allows me to use my expertise and knowledge while contributing to a company that is passionate about serving the community. As a Marketing/Communications Intern, my responsibilities include managing our burgeoning social media accounts (including Twitter, LinkedIn, and YouTube), contributing to the development of tone and voice of our brand, supporting the creation of company newsletters (through MailChimp), administering occasional website updates, and drafting spread-the-word materials for partners."
Carlos Maldonado is a Marketing/Financial Analysis Intern for American Nonprofits and Community Capital Advisors. Carlos is currently finishing his Bachelor's degree in Business Management and Economics at UCSC and plan to double major in History. After school, he is planning on pursing a career in marketing.
"As a marketing intern, my favorite part of the internship is contributing creative ideas to the team as we try to cultivate our marketing strategy. My duties include creating the content for our Instagram, LinkedIn, and Twitter pages and maintaining a cohesive message across those platforms. My financial analysis duties include analyzing our client's finances using a variety of tools like Microsoft Excel. Through my work with CCA and American Nonprofits, I have learned more about nonprofit operations as well as new methods for connecting people with our company. My experiences here have made me a more well-rounded intern with new tools for problem solving and creative thinking, and I am excited to utilize these tools as I pursue my career."
Yuhan Li is a Social Media/Financial Analysis intern with Community Capital Advisors and American Nonprofits. She is currently majoring in Business Management Economics at UCSC and will be graduate this quarter. Then she plans to pursue a master's degree in Business Analysis or Marketing.
"As a social media marketing intern, I really enjoy the time of creating content and post on our social media platforms, it's awesome to create some connections with viewers. Also, as a financial analyst intern, my goal is to improve my analytical ability and problem-solving skills, learn more about nonprofit organizations. Having a solid finance background and social media marketing experience offer me great advantages in my perspective fields. Community Capital Advisor and American Nonprofit give me a chance to access the community and the nonprofit world."