.png)
LEADERSHIP TEAM
To further our passion of providing impact opportunities and tax advantaged investments to high-net-worth investors and family offices, we have assembled a team with the expertise necessary to develop and manage opportunities from start to finish.
Mike Packman
Founder & CEO
Mike founded KNPRE to build a business that provides accretive impact and tax advantaged investment opportunities for family offices and other high-net worth individuals. As CEO, he is responsible for creating and leading the execution of the firm’s long-term business strategy, identifying new opportunities for impact and growth, structuring investment opportunities, as well as building and maintaining the firm’s relationships. Mike is a seasoned entrepreneur in the private equity and real estate sectors where his expertise includes fund formation, developing and successfully implementing strategies for accessing capital, as well as asset management. Throughout his career, he has closed on hundreds of millions in transactions. Over the last two decades, Mike has built numerous successful businesses. In addition to KNPRE, he is an active investor in several technology and wellness-focused companies, including Bundlefi and Yada Yada Yoga.
Mike is the 1031 exchange expert for the New York Real Estate Journal and has been featured in the Real Deal. A sought-after real estate investment thought leader, Mike has presented at numerous nationally recognized family office events and business conferences. He has shared the stage with world-renowned business leaders, including Tony Robbins. Passionate about the firm’s founding principle -- Doing Well by Doing Good, Mike generously donates time, talent and money to non-profit organizations committed to making the world a better place.
David Shladovsky
General Counsel
David is responsible for advising senior leadership on various legal matters and is a member of the firm’s Investment Committee. Prior to joining Keystone, David was with Kayne Anderson Capital Advisors, L.P., a leading alternative investments and private equity firm with over $30BB AUM. For 24 years, he served as General Counsel and Secretary for the firm and their publicly traded funds. He was also the President of the firm’s broker dealer. Prior to joining Kayne Anderson in 1997, David was in the private practice of corporate and securities law, most recently as corporate counsel to Hughes Hubbard & Reed, LLP. David earned a Bachelor of Arts in economics from Brandeis University and a Juris Doctorate from the Boston University School of Law, where he served as a member of the Boston University Law Review. He is a member of the California Bar Association. David currently serves on numerous boards, including a chairman position.
Kris Tung
Director of Operations
Kris is responsible for leading investment operations and investor services to ensure the timely and accurate processing of investments. He creates, implements, and evaluates the procedures and technology platforms necessary to offer high quality and responsive service, regulatory compliance, and accurate record keeping for the programs sponsored and managed by KNPRE. His prior career experience includes leadership roles in operations, risk management and compliance. Kris earned a bachelor’s degree in finance and banking from Hofstra University in Hempstead, N.Y.
Heidi Wheatley
Director of Marketing & Broker-Dealer Relations
In her role, Heidi is responsible for the planning, development, and execution of KNPRE’s marketing, communications, and advertising initiatives in support of the company’s capital raise goals. In addition, she will develop and maintain new or existing broker-dealer relationships as the firm expands its offerings to include 1031 exchange products. Her prior career experience includes building and leading marketing teams within the independent broker-dealer and RIA space and for a managing broker-dealer, where her team successfully supported the firm’s multi-billion-dollar capital raising efforts. Heidi earned a Bachelor of Arts degree in mass communications with a concentration in public relations and advertising from St. Ambrose University, in Davenport, Iowa and her master’s in business administration from the Keller Graduate School of Management in Atlanta.
Kathleen Tepley
Director of Business Development
Kathleen leads the Business Development Team. Prior to joining KNPRE she managed an international business development practice. Kathleen hosts and produces public and invitation-only private events for the global private capital community. Kathleen’s business partners appreciate her for her personal warmth, her tireless dedication to their success, and her sterling reputation within the industry – but most importantly, they appreciate her for ability to convert genuine, empathic connections into sustainable, mutually beneficial personal and professional success stories. She has a long history in charitable giving and volunteer positions. Kathleen is an active advisory member and participant within the Family Office Association (FOA) and Family Office Global Community (FOGC) organizations.
Nora Harris
Director of Development
Nora is a member of the Business Development Team. Prior to joining KNPRE, she was Director of Investor Relations at HAS Capital, a private real estate firm specializing in Manufactured Housing. Nora has held senior-level sales, marketing, strategy, and client relationship positions at Northern Trust Asset Management, Lombardia Capital Partners, and Goldman Sachs. She earned an MBA in finance from the University of Chicago and a bachelor's degree in marketing from Bradley University in Peoria, Ill.
Allen Esrock
Director of Development
Allen is a member of the Business Development Team. Prior to joining KNPRE, Allen was a retained executive recruiter working across industries which included digital media, technology, healthcare, and non-profits. He is the Founder of NxtGen Nexus, the definitive online global community that supports family legacy, 360° Wealth Succession, and local impact for NxtGen and their families through Education and Connectivity. He was also the Founder of JitterFingers. Allen is a member of the Writer’s Guild of America and a graduate of Indiana University.
ADVISORS
_edited_edited.jpg)
Amanda Jogia
Amanda is Senior Advisor to Keystone National Properties helping with marketing, strategy, and operations. She has worked in a wide range of roles for multi-billion valued retail, brand, and non-profit companies focusing on finance, strategic planning, business development, and new business ventures. Amanda also co-founded three companies. Prior to founding these businesses, Amanda was with Advent International, a private equity fund, in the buyout and venture capital groups focusing primarily on the technology sector.
Prior to Advent, Amanda was in investment banking and audit roles. She earned a bachelor's degree in economics from the University of Pennsylvania, The Wharton School of Business with a concentration in accounting and management.
Steven (Steve) Buffone
Steve is a Senior Advisor to Keystone National Properties. He is a corporate transactional lawyer who was an associate and partner at the Gibson Dunn & Crutcher LLP law firm from 1984 to 2017. His practice at Gibson Dunn focused on mergers and acquisitions, corporate finance and securities, restructurings and bankruptcies and general corporate counseling for a wide variety of clients. He was active in Firm management, serving on the Firm’s Executive Committee and as Co-Partner in Charge of Gibson Dunn’s New York office. When he left Gibson Dunn, Steve founded Kenilworth Advisors, LLC, which specializes in legal and business consulting services and venture capital investments. Steve graduated with honors from the Georgetown University School of Foreign Service and the Cornell and Stanford Law Schools. He is a member of the New York Bar, the Council on Foreign Relations and a member of the Board of Directors of three private companies, one public company and four not-for-profits.
Frank Clark
Frank Clark is an Advisor to Keystone National Properties helping with business development. He is a visionary leader and multiple entrepreneur with proven business and financial skills and demonstrated senior management expertise in a variety of companies and industries throughout his career. Frank has more than three decades of experience in finance, marketing, senior management, high stakes negotiations, project management, building teams, commercial real estate development, investments, technology, startups, and business development. He is the co-founder of CytoSorbents, Inc (NASD: CTSO). Frank also worked as a financial advisor and wealth manager for seven years and was previously a financial analyst in quantitative equity research for Merrill Lynch, Drexel Burnham and Templeton. He earned an master's degree in real estate development and investment from New York University and a bachelor's degree in mathematics from Fordham University, Bronx, N.Y.
IN MEMORIAM
Don Deans
Don Deans was a Tax Consultant and Strategist who supported individual and corporate clients as a CPA for more than 40 years and as a registered representative for more than 20 years. Don earned a BSIR and MBA from the University of North Carolina in Chapel Hill. He began his career at Haskins & Sells in 1974 and was a partner at Deloitte Haskins & Sells from 1985-1990. In 1996, Don joined the financial services sector. Don was a nationally recognized speaker, published author, and thought leader in the accounting and finance communities. His guidance was sought out by the Journal of Accountancy, Hartford Business Journal, and statewide CPA magazines in Connecticut, Georgia and North Carolina. Don was a member of the American Institute of Certified Public Accountants (AICPA), NC Association of CPAs (NCACPA), New York State Society of CPAs (NYSSCPA), California Society of CPAs (CalCPA), and the Georgia Society of CPAs (GSCPA).