Movers & Shakers: Grandbridge Adds Senior Housing Investment Sales Team; Lifespace Names New COO

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Grandbridge Names Seniors Housing Investment Sales Team

Grandbridge Real Estate Capital has announced a senior housing investment sales team to expand and complement its seniors housing and healthcare finance group.

Former Cushman & Wakefield employees Allen McMurtry, David Kliewer and Jay Jordan are leading the new team, which is based out of Tampa, Florida. Collectively, the team was part of the sale of 190 properties in 35 states, with notable examples including the more than $100 million sale of The Clare in Chicago and a newly-constructed independent living community sold at certificate of occupancy in June.


The new additions will also work alongside Truist Bank’s on- and off-balance sheet capital partners. Grandbridge Real Estate Capital is a subsidiary of Truist, which was formerly known as BB&T.

Lifespace Communities Appoints COO

Eddie Fenoglio is set to assume the role of COO with Lifespace Communities on Oct. 12.

He has more than 25 years of operations leadership experience in public and privately held senior living organizations. During his time with other senior living companies, Fenoglio oversaw and led operational strategy, turnarounds and large-scale acquisitions in states across the U.S.


Lifespace operates 15 continuing care retirement communities (CCRCs) in eight states.

Solvere Promotes Dancy to Chief Wellness Officer

Solvere Living — the senior living management arm of Solutions Advisors Group — has promoted Lorie Dancy to the role of chief wellness and compliance officer.

In her new role, Dancy will oversee Solvere Living’s wellness and clinical programs, quality assurance program, regulatory and licensing, and the company’s compliance policies.

Dancy, who joined Solvere almost six years ago, previously oversaw the clinical operations and a dementia care trainer for multiple Brookdale Senior Living communities. She also worked at Atria Senior Living, where she had a hand in developing its national quality assurance program. Overall, Dancy has more than 30 years of nursing experience and more than two decades of senior living experience.

Covenant Living Names CFO and SVP of Community Operations

Faith-based senior living nonprofit Covenant Living Communities and Services has named Jeannie Justie as CFO and Amy LaCroix as senior vice president of community operations.

In her new role, Justie will collaborate with Covenant’s senior leadership on organizational and financial strategy, financial management, planning, analysis and operations. She arrives at the organization with more than 20 years of experience in health care finance. She most recently worked for a Chicago-area health system with 19 hospitals in its portfolio.

As a senior vice president of community operations, LaCroix will work with the organization’s leaders in operations, human resources, sales, marketing and communications, health services strategy, project development, information technology and financial services. She joins Covenant with about 20 years of senior living experience, most recently as a regional operations director with a senior living organization that has seven communities in six states.

National Church Residences Creates New Employee Engagement Office

National Church Residences has chosen Danielle Willis to lead its new office of employee engagement.

The new office will oversee the development of policies and practices to advance diversity, equity, inclusion, servant leadership and career development at the organization. National Church Residences has also established a dashboard that will track metrics including management and leadership diversity, employee retention and referrals, career readiness and staff mobility.

Willis, who formerly worked as the organization’s senior vice president of human resources, will head up the office as senior vice president of employee engagement and chief diversity officer. Julie Fox, formerly National Church Residences’ vice president of education, will work as vice president of engagement and leadership development.

Lancaster Pollard Expands Senior Housing and Health Care Team

Lancaster Pollard Mortgage Company, which is a division of ORIX Real Estate Capital, has announced several new promotions meant to expand its senior housing and health care production team.

Michael Blackwell has joined the team of Chief Production Officer Aaron Becker. In his new role, will be responsible for coverage in Lancaster Pollard’s Northeast market. Blackwell first joined Lancaster Pollard as an associate in 2016.

Brad Granger, Kevin Laidlaw and Adam Walter have joined the team led by Quintin Harris in the firm’s Midwest region. Granger, a director, leads the clinical risk group at Lancaster Pollard and its Five-Star Program analysis. He is expanding his role to include origination efforts.

In Chicago, Lancaster Pollard named Kevin Laidlaw a director in its senior and health care production team. He previously was part of the firm’s mergers and acquisitions team.

Adam Walter, a vice president, is also expanding his role to include origination efforts for clients in the company’s Midwest region. He first joined Lancaster Pollard in 2015.

And in the firm’s Western region, Justin LeBell has joined the senior housing and health care team as an assistant vice president. He previously helped analyze long-term care and acute care organizations while providing support for bond transactions and mortgage loans for rehabilitation, new construction and refinance projects adding up to about $225 million.

Former HUD Director Joins Greystone

Greystone has hired former Dept. of Housing and Urban Development (HUD) director Patrick Berry as a senior production manager.

In his new role, he will work with one of the firm’s health care and multifamily origination teams. Specifically, he will work with Fred Levine, a longtime managing director at Greystone.

While at HUD, Berry most recently worked as director of production for FHA 232 loans. Over his 35-year career in the U.S. agency, he also worked as operations officer, financial analyst, policy specialist, loan specialist and Auditor.

Sonata Names Regional Business Development Director

Sonata Senior Living has appointed Bridget McNally Perers as its regional director of business development.

In her new role, Perers is tasked with directing the strategic growth, sales, and marketing efforts of Sonata’s new developments, acquisitions, and turnarounds. She will also assist with portfolio communications, public relations and strategic planning.

Perers has spent the last 12 years in the senior living industry. Overall, she has 20 years of leadership experience in sales and marketing strategies across multiple industries.

Caledonia Recruits Hospitality Industry Leader

Caledonia Senior Living, the primary charity of the Illinois nonprofit Chicago Scots, has hired Jamie Kluz as its new director of food service and promoted Beth Tyk to the role of pastry chef.

Kluz’s experience includes Boka, Graham Elliot, the Peninsula Hotel and most recently, Chicago restaurant group Lettuce Entertain You. Caledonia hired Kluz amid a growing trend of senior living providers recruiting displaced hospitality workers.

Tyk, meanwhile, is a 14-year veteran of Caledonia. As pastry chef, she will help the organization offer its residents more home-baked goods.

United Methodist Communities Promotes Two Leaders in Home Care, Memory Care

United Methodist Communities (UMC) has promoted Deborah Walsh to the role of corporate director of home care services, and Pamela Garofolo to the role of corporate director of tapestries.

In her new role, Garofolo will provide resources and help oversee UMC’s Tapestries memory care programming. She also will lead UMC’s Community Life cohort. Garofolo started with UMC in 2008 as a director of memory support, and has helped develop and refine the organization’s memory care program.

As director of home care services, Walsh will oversee UMC’s HomeWorks program, as well as its initiatives related to home care products and services. Walsh has worked for UMC since it started its home care division in 2016.

SageLife Welcomes New VP of Sales and Marketing

SageLife has named Ellen Stokes as its new vice president of sales and marketing.

In her new role, Stokes is tasked with overseeing marketing, branding and lead generation for SageLife’s communities.

Stokes has experience in developing brands in senior living, health care, and higher education. She previously worked as vice president of marketing at Brightview Senior Living.

WesleyLife Appoints Regional Director of Campus Operations

WesleyLife has named Matt Garcia as its regional director of campus operations, with a start date on Oct. 26.

As regional director of campus operations, he will oversee WesleyLife’s communities in eastern Iowa and western Illinois. Garcia is currently an operations officer and chief people development officer for Western Home Services. He has 25 years of experience in the health care and aging services industries overall.

New Medical Director Joins California Health Center

Dr. Melissa Siew is now medical director for The Orchards Health Center, a senior housing and care community in Rancho Mission Viejo, California.

As medical director, Siew will oversee medical care for the health center’s assisted living, memory care and skilled nursing residents. She also will help provide resident care and staff training, review and evaluate administrative and patient care policies and act as a liaison between the facility and attending physicians.

California Community Welcomes New Executive Director, Associate ED

Cypress Place Senior Living, a senior living community managed by Meridian Senior Living in Ventura, California, has added Gina Salman as its new executive director and Colleen Webb as its new associate executive director.

Salman has more than seven years of health care experience in the healthcare field, with a background that includes administration and marketing for senior living communities. Webb meanwhile, spent eight years as the senior business office director at Cypress Place Senior Living. Overall, she has 14 years of management and financial experience.

Integral Names Vibrant Life Director in California

WindChime of Marin, an Integral Senior Living community in Kentfield, California, has welcome Julie Smolenski as the community’s director overseeing its Vibrant Life program.

Smolenski has eight years of experience working in memory care and skilled nursing settings.

Singh Community Hires Marketing Manager in North Carolina

Waltonwood Cary Parkway, a Singh Senior Living community in Cary, North Carolina, has named Martha Bader as its new marketing manager.

Bader has more than four years of senior living experience.

Former BMG Chief Strategy Officer Joins OdessaConnect

Jessica Heck, formerly the chief strategy officer of Blake Management Group, has joined OdessaConnect, the tech platform that used to be known as myFamilyChannel, as chief business development officer.

Heck began her role in August, and her first initiative was to lead the company’s rebranding. She joined the company with nearly a decade in the senior living industry, with past experience at BMG, Atria Senior Living, Elmcroft Senior Living and Milestone.

OdessaConnect offers multiple products geared toward helping operators boost resident, staff, and family communication, grow and maintain occupancy, become more efficient, better manage workers and more effectively engage residents.

Kare Hires Chief Growth Officer

Kare, a senior living staffing app meant to connect senior housing and care communities with workers, has hired Steph Kolbo as chief growth officer.

Kolbo joins Kare as it prepares for new growth. The company has expanded to several markets in Texas and Georgia, and under Kolbo’s guidance, is looking to expand “significantly” over the next 18 months.Specifically, Kolbo will help will aid the company’s customer and geographic growth, while also helping to increase its pipeline of senior living “heroes” by forging ties with nursing and vocational schools.

She previously worked at NRC Health, where she spent the past decade.

Bluespire Names New VP of Senior Living

Bluespire, a digital marketing agency that works exclusively with senior living, health care, and financial services companies, has named Sara Montalto as its new vice president of senior living.

In her new role, Montalto will focus on helping owners, developers and operators with pricing analysis and develop recommendations to improve community marketability. She also will aid in lead sales and marketing assessment, developing residence mix and pricing and conduct market analysis and consumer research.

Montalto has 17 years of experience in senior living overall, with time spent in both the agency and client sides of the industry.

Roobrik Names Chief Technology Officer

Roobrik, a provider of prospect engagement and decision support tools for senior living providers, has promoted Anand Raman to the role of chief technology officer.

In his new role, Raman is tasked with overseeing all technology operations for the firm.

Raman previously led the development of the Roobrik Platform as head of IT and infrastructure, including the development of its assessment engine and machine learning algorithms. He also designed the company’s SaaS distribution platform, which supports more than 50 senior living clients today.

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