Executive Officers & Directors
Executive Officers
H. Michael Schwartz
Mr. Schwartz is Chief Executive Officer and Chairman of the Board of Directors and has been an officer and director since our initial formation. Mr. Schwartz is also President of our advisor. He was appointed President of our sponsor, Strategic Capital Holdings LLC in July 2004 and is primarily responsible for overseeing Strategic Capital’s growing portfolio of nearly 2 million square feet of commercial assets and 2.8 million square feet of self storage assets with a total value of $563 million. Since Strategic Capital’s inception, Mr. Schwartz has transacted more than 5.75 million square feet of real estate valued at $763 mllion in the commercial office, retail and self storage programs. He has more than 19 years of real estate, securities and corporate financial management experience. Prior to joining Strategic Capital, Mr. Schwartz was the Managing Director of Private Structured Offerings for Triple Net Properties, LLC. (now an indirect subsidiary of Grubb & Ellis Company). In addition, he served on the board of their affiliated broker-dealer, NNN Capital Corporation (now Grubb & Ellis Securities, Inc.). Mr. Schwartz holds a B.S. in Business Administration with an emphasis in Finance from the University of Southern California.
Paula Mathews
Ms. Mathews is our Executive Vice President and Secretary and has held those positions since our initial formation. She is also Executive Vice President of our advisor. Ms. Mathews joined Strategic Capital Holdings LLC in 2005 as Vice President of Commercial Operations. She is responsible for directing pre-acquisition due diligence and post-acquisition management and leasing of all commercial assets. Prior to joining Strategic Capital, Ms. Mathews was a private consultant from 2003 to 2005 providing due diligence services on the acquisition and disposition of assets for real estate investment firms. Prior to that, Ms. Mathews held senior level executive positions with several pension investment advisors and sponsors, including the following: The Colton Company from 2002 to 2003 where she was Director of Operations; KBS Realty Advisors from 1995 to 2001 as Sr. Vice President, Portfolio Manager responsible for the management of two closed end value added equity funds with an initial value of $662 million including a 10 property private retail REIT; TCW Realty Advisors (now CBRE Investors) from 1985 to 1992 as a Senior Vice President where her focus was retail assets within closed end equity funds; and PMRealty Advisors from 1983 to 1985 in a portfolio management role. She began her real estate career in 1977 with The Irvine Company, the largest land holder in Orange County, California, where she held several positions within the Commercial/Industrial Division structuring industrial built-to-suits, ground leases and land sales. Ms. Mathews holds a B.S. degree from the University of North Carolina, Chapel Hill.
Michael S. McClure
Mr. McClure is our Chief Financial Officer and Treasurer and has held those positions since January 2008. Mr. McClure is also the Chief Financial Officer of our advisor. Mr. McClure is responsible for overseeing our budgeting, forecasting and financial management policies, along with directing all SEC and regulatory reporting. Prior to joining our advisor, Mr. McClure was Vice President of Finance for the North Inland Empire Division of Pulte Homes, Inc. since 2004. At Pulte Homes, he was responsible for all finance, accounting, human resources and office administration functions. From 2002 to 2004, Mr. McClure was a Director in the Audit Business Advisory Services practice for PricewaterhouseCoopers. From 1985 to 2002, Mr. McClure was with Arthur Andersen LLP, holding various positions including Partner. In his 20 years of experience in the public accounting field, Mr. McClure had extensive experience in the real estate industry working with REIT's, homebuilders and land development companies and worked on numerous registration statements and public offerings. He is a member of the American Institute of Certified Public Accountants and the California Society Certified Public Accountants. Mr. McClure holds a B.S.B.A. degree from California State University, Fullerton.
Wayne Johnson
Mr. Johnson is our Senior Vice President of Acquisitions and has held that position since our initial formation. Mr. Johnson is also Senior Vice President of Acquisitions for our advisor. He joined Strategic Capital Holdings LLC in June 2006 to focus on self storage acquisitions. Prior to joining Strategic Capital, from 2002 to 2006, Mr. Johnson developed and managed LaPlaza Self Storage in McAllen, Texas, and three American Home Self Storage facilities in Dallas, Texas and Carrollton, Texas. Mr. Johnson entered the commercial real estate business in 1979 after graduating from Southern Methodist University with a BBA in Finance and Real Estate. He has been involved in all aspects of commercial development and leasing including office, office warehouse, retail and self storage facilities. Mr. Johnson has developed, managed and operated 14 self storage facilities and other commercial properties over the past 22 years. His recent experience includes the development and management of various facilities representing in excess of one million square feet. Currently, Mr. Johnson serves on the board and is the past President of the Texas Self Storage Association (TSSA), which is the trade organization for self storage development, ownership and management in Texas which has approximately 3,100 members consisting of storage owners, developers, operators and vendors throughout Texas.
Robert Cerrone
Robert Cerrone is our Senior Vice President of Self Storage Operations and has held that position since our initial formation. Mr. Cerrone is responsible for self storage property and asset management, the day-to-day operational activities, maintaining and upgrading our growing portfolio of self storage facilities as well as participating in the development of our long term strategic plan. Mr. Cerrone is also the Senior Vice President of Self Storage Operations for our advisor. He joined Strategic Capital Holdings LLC in 2006 as a Senior Vice President of Commercial Operations. From 2005 to 2006, Mr. Cerrone served as Vice President for Boston Capital’s Self Storage Division as an asset director and investment manager. From 1997 to 2005 Mr. Cerrone worked for Public Storage as a Regional Vice President of Operations for a 93 property, $750 million portfolio from Dallas/Ft Worth to Nashville and then an 81 property, $900 million portfolio in Baltimore/ Washington D.C. and Richmond and was responsible for day-to-day operations. Prior to joining the Self Storage industry, Mr. Cerrone spent 15 years in the restaurant industry and held various executive positions at the Vice President and Director level in operation and management of several high profile restaurant chains such as California Pizza Kitchen and The Hard Rock Cafe. Mr. Cerrone holds a BS in Architectural Engineering from Pennsylvania State University.
Directors
Harold “Skip” Perry
Mr. Perry is one of our independent directors. Mr. Perry has over 30 years of financial accounting, management and consulting experience in the real estate industry for domestic and international organizations. He is currently the Executive Managing Director of Real Globe Advisors, LLC, a commercial real estate advisory firm he founded in 2007. From 1995 to 2007, Mr. Perry was a national partner in Ernst & Young LLP’s Transactional Real Estate Advisory Services Group and held a number of leadership positions within Ernst & Young. While at Ernst & Young, he handled complex acquisition and disposition due diligence matters for private equity funds and corporate clients, complex real estate portfolio optimization studies, and monetization strategies within the capital markets arena, including valuation of self storage facilities. Prior to 1995, Mr. Perry headed the Real Estate Consulting Practice of the Chicago office of Kenneth Leventhal & Co. Prior to his time with Kenneth Leventhal & Co., Mr. Perry was a senior principal with Pannell Kerr Forester, a national accounting and consulting firm specializing in the hospitality industry. Mr. Perry is a CPA and holds the MAI designation with the Appraisal Institute and a CRE designation with the American Society of Real Estate Counselors. He graduated with a Bachelor of Arts in Russian and Economics from the University of Illinois, and has a Masters of Business Administration with a concentration in finance from Loyola University in Illinois.
Timothy S. Morris
Mr. Morris is one of our independent directors. Mr. Morris has more than 20 years of financial and management experience with several international organizations. In 2007, Mr. Morris became the Chief Financial Officer for Geneva Global, Inc., a philanthropic advisor and broker which invests funds into developing countries. Prior to joining Geneva Global, Inc., from 2002 to 2007, Mr. Morris was the Director of Corporate Services for Care International UK Ltd. where he was responsible for the finance, internal audit, risk management, human resources, legal insurance and information technology functions during the financial turnaround period of that organization. From 2000 to 2002, Mr. Morris was the Controller for Royal Society Mencap, a learning disability charity. From 1996 to 1999, Mr. Morris was the head of global management reporting for Adidas Group AG in Germany and then the International Controller for Taylor Made Golf Company, Inc., a subsidiary of Adidas Group AG. Prior to 1996, Mr. Morris held various management and senior finance roles within organizations such as the International Leisure Group, Halliburton/KBR and the Bank for International Settlements in Basle, Switzerland. Mr. Morris has his Bachelor of Science in Economics from Bristol University in the United Kingdom, his MBA from the Cranfield School of Management in the United Kingdom, and he is a Chartered Management Accountant (ACMA).