Civitas Capital Group Promotes Company Veteran to Managing Director/CFO

In his new role, Ryan Monteiro will continue to direct the firm's overall financial and accounting planning and practices, provide analysis and recommendations on all financial operations, and lead and support numerous key strategic initiatives aimed at growing Civitas "to the next level."

Ryan Monteiro has been promoted to managing director and chief financial officer by Civitas Capital Group, a Dallas-based alternative investment manager offering niche opportunities in U.S. real estate.

“Ryan has demonstrated solid leadership over a wide range of responsibilities, including all investment accounting, fund accounting, corporate accounting, tax, audit, and much more,” Civitas CEO Daniel J. Healy said in a statement. “He’s been a crucial part of our success.”

The company said that in his new role, Monteiro will continue to direct the firm’s overall financial and accounting planning and practices, provide analysis and recommendations on all financial operations, and lead and support numerous key strategic initiatives aimed at growing Civitas “to the next level.”

Monteiro will also keep leading a finance team that increasingly plays a larger role supporting other teams and functions across the firm, Civitas Capital said.

Combining expertise in real estate and financial management consulting

“During his five years with Civitas, Ryan played a critical role in solidifying the firm’s financial foundation, and dramatically increasing the firm’s liquidity — thereby positioning Civitas for its next growth phase. This promotion is well deserved.” Civitas President and Chief Investment Officer Jonathan Kern said in a statement.

The firm announced that Monteiro will join its executive committee.

“I’m excited to continue building a solid financial foundation at Civitas, one that supports our growth outlook in 2024 and beyond,” Monteiro said in a statement. “I’m proud to work with this exceptional group of leaders, as well as my outstanding Finance team.”

Before Civitas, Monteiro was chief financial officer at Oaxaca Interests, a real estate development company and asset manager focused on urban core development.

Prior to Oaxaca Interests, he worked for PricewaterhouseCoopers in management consulting. There, he helped build the finance function for a company with more than $2 billion in AUM. Before management consulting, Monteiro audited several multibillion-dollar private equity real estate funds in Dallas.

Other promotions announced

Civitas also announced five additional promotions:

Katherine Jahnke has been promoted to director, accounting. Jahnke will lead the firm’s audit and fund accounting and will continue to be an integral contributor to the fund’s financing and distribution efforts.

Stephanie Fang has been promoted to director, investor relations. Since EB-5 was reauthorized, Fang has spent close to a year in China rebuilding relationships with many of the top agents. Her responsibilities continue to include managing and growing agent and investor relationships, focusing on both EB-5 and market-rate products.

Justin Temple has been promoted to director, investments. Temple is a key leader within the Investment Management team and, among many investment functions, has been instrumental in organizing the team’s asset management function as well as assisting with managing the firm’s multifamily portfolio.

Jorge Adler has been promoted to director, investments. Over the past year, Adler has taken over leadership of the special situations vertical within the investments team, becoming an integral contributor to the success of the firm’s recent joint ventures, Civitas said.

Xavier Valero has been promoted to associate, investments. Valero has quickly become a key member of the Investments team by assisting with the originating and underwriting of various investment opportunities.

Founded in 2009, Civitas Capital Group offers “compelling, niche opportunities” in U.S. real estate.

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