WALNUT CREEK - EAST BAY REGIONAL ADVISORY BOARD

EAST BAY MEMBERS COMPANY/POSITION
Biff Barnard

Director of Institutional Advancement
United Religions Initiative

Joe Fabian
Industrial Real Estate Expert
Newmark Cornish & Carey
Hubert Lenczowski
Principal
Lenczowski Law Offices
Barbara Morrison
President & CEO
TMC Financing
Brooks Pedder

Cushman & Wakefield                          Executive Managing Director

John O'Dea

Summit Financial Group
Financial Advisor

Steven Oliver
Oliver & Company
President
Hugh Tama
Retired

 

 

 

 

 

 

 

 

Biff Barnard

Director of Institutional Advancement
United Religions Initiative       

Recently retired from Barnard/Montague, a boutique investment bank, Biff now devotes all his time to United Religions Initiative (URI). URI is a global grassroots interfaith network that cultivates peace and justice by engaging people to bridge religious and cultural differences and work together for the good of their communities and the world.

Biff was Managing Partner of Barnard/Montague Capital Advisors; Managing Director of Caltius Mezzanine; Senior Vice President of Allied Capital; and Chairman and CEO of Heller First Capital. Mr. Barnard served as Chairman of the Advisory Council of the San Francisco Federal Reserve Bank, as President of the San Francisco Chapter of the Association for Corporate Growth, and as a Director of ACG-Global. He served on the board of advisors of TS Restaurants and currently serves on the San Francisco Advisory Board of the Presidio Bank. Mr. Barnard received a B.A. from Stanford University. He lives in Walnut Creek, California, with his wife, Connie.

 

 

 

Joe Fabian

Industrial Real Estate Expert
Newmark Cornish & Carey

Joe has provided sales and leasing in commercial real estate since 1989 with a strategic emphasis for warehouse and distribution companies and property owners. The first eighteen years of his career were dedicated to serving the San Francisco Bay Area as a primary market for both tenants and owners.

During the last seven years, Joe’s emphasis has been client specific with multi-market reach across the Western United States (Chino, CA; Whittier, CA; Rancho Cucamonga, CA; Hayward, CA; Stockton, CA; Oakland, CA; Fife, WA; Federal Way, WA; Denver, CO; Meridian, ID; Salt Lake City, UT), Midwest (Springfield, MO; Chicago, IL; Portage, IN; Racine, WI), Southeast (Orlando, FL; Miami, FL; Atlanta, GA) and Northeast (New Jersey).

Recently completed transactions include the following companies: Animal Supply Company, Seko Logistics, Custom Goods, UBS Realty Advisors, Clarion Partners, Prologis, McLellan Estate Company, TIAA-CREF and the East Group.

John O'Dea

Financial Advisor
Summit Financial Group

Business owners and key employees hire John to help them build and protect wealth. John uncovers, models, and implements the strategies most likely to produce his clients’ desired wealth outcomes in four primary areas:

  1. The transition or sale of a closely held business
  2. Employer sponsored savings plans
  3. Individual financial planning and investment management
  4. Personal and corporate contingency planning, estate planning and buy/sell agreements
     

Hubert Lenczowski

Principal
Lenczowski Law Offices

Hubert Lenczowski is a business transaction attorney with 33 years experience in business sales, mergers and acquisitions, real estate and estate planning and trust administration. Lenczowski Law serves as general counsel to corporations, business owners, real estate owners, and investors offering personal legal services to assist in forming businesses; acquiring real estate; mergers and acquisitions; developing exit strategies; and business and real estate succession planning, including estate planning and trust administration. Hubert Lenczowski received his undergraduate degree from Harvard University, a masters degree in banking and finance from Columbia University and his law degree from the University of California, Hastings College of the Law. Hubert Lenczowski is Adjunct Professor at Golden Gate University School of Law teaching Tax Aspects of Mergers and Acquisitions in the LLM Masters Tax Program, and he practices law in Walnut Creek, California.

Barbara Morrison

Founder and President
TMC Development

A Certified Development Company (CDC) based in San Francisco that has provided real estate financing for over 26 years. TMC specifically offers commercial real estate financing for owner-user buyers utilizing the U.S. Small Business Administration (SBA) 504 loan program.  Clients are successful, growing small and medium-sized businesses located in California and Nevada. Since inception TMC has financed over $4.4 billion for more than 3,000 small businesses.  TMC ranks annually as the largest SBA lender in Northern California, and has been in the top 5 CDCs nationally for over a decade. Morrison is also the Founder and Board President of Working Solutions, an innovative nonprofit organization that assists underserved micro-entrepreneurs with accessing the capital they need to start and grow their businesses. Morrison has served as a Council Member for the City of Belvedere since 2002 and is currently serving a term as Mayor.  Morrison was also Mayor from 2005 to 2006. Morrison previously served as Deputy Director of the Mayor's Office of Economic Development in San Francisco and worked for five years in investment banking.

Brooks Pedder

Brooks Pedder

Executive Managing Director
Cushman & Wakfield

Brooks Pedder, SIOR, joined Cushman & Wakefield (formerly DTZ) in late 2014 as Executive Managing Director in the firm’s Walnut Creek office, assuming all sales managing duties and responsibilities of this office. He brings high-caliber leadership, experience, knowledge and credibility to his new position with the firm.

Brooks specializes in the sales and leasing of office and industrial properties within Contra Costa, Solano and Napa counties. His scope of client services includes landlord representation, tenant representation, and investment sales. During his near 30-year career, Brooks has leased or sold in excess of 45 million square feet.

Brooks began his real estate career in 1985 with Norris, Beggs & Simpson specializing in industrial and office property in Solano, Contra Costa and Napa Counties. He joined the Galbreath Company’s East Bay/North Bay Region in 1994 where he consistently ranked within the top three in California in total production. He most recently worked at Colliers International, where he was a top performing broker since 1997 and served as Executive Managing Director and Board Member.

Steven Oliver

President
Oliver & Company

Steve Oliver is president of the award-winning construction and development firm, Oliver & Company based in Richmond, which has built over a thousand buildings in the Bay Area, including such arts institutions as California College of the Arts in Oakland, Berkeley Repertory Theatre, and the Charles M. Schulz Museum in Santa Rosa.

Steve is the former chairman of the board of the San Francisco Museum of Modern Art. His contributions to SFMOMA have been numerous, perhaps most notably as chair of phase III of the New Museum Campaign in 1992, a role in which he was responsible for raising the final $5 million—a goal which he exceeded when he finished the campaign at $95 million. He has participated on the boards of numerous arts organizations, including California College of the Arts; the Smithsonian’s Hirshhorn Museum and Sculpture Garden; the Stuart Collection at the University of California, San Diego; and as national cochair for PAC-American Arts Alliance. He also chairs the Community Foundation of Sonoma County’s Arts Council Taskforce. An avid art collector, Steve and his wife, Nancy, developed the Oliver Ranch in Northern California’s Alexander Valley, a working sheep ranch that is also one of the country’s most ambitious private collections of site-specific art. Today it houses 17 commissioned works by local and national artists. In addition to his diverse arts activities, Oliver has been instrumental in the health care field, serving as chair of Alta Bates Health System, vice chair of the California Healthcare System, and sitting on the board of Sutter Health System, among other civic stewardship roles. Oliver earned a BS from the University of California, Berkeley, and an honorary doctorate from California College of the Arts in 1998.

Hugh Tama

Retired

Hugh began his career at a “Big 8” national accounting firm. He joined Marcum in 1995 when the regional accounting practice where he served as Managing Partner merged with Marcum. He served as the Partner-In-Charge of the Northern California region and a member of the Firm’s National Retail/Consumer Products Industry Group. His varied expertise includes audit services, financial reporting, strategic business consulting, succession planning, executive incentive plans, exit strategies, ESOP's financing, non-qualified compensation plans, and mergers and acquisitions consulting.

Mr. Tama has a uniquely refined and comprehensive expertise in automotive dealer advertising groups and international business consulting. In addition, he has served as a board member and advisor to both private and public companies.