Kevin S. Woolf, Vice President of Finance, leads the charge and oversight of all PHD finance, accounting and fund transactions as well as record keeping and reporting. A direct liaison to the investors and stakeholders, he plays a key role in the relationship and asset management, sourcing of debt financing, property tax mitigation, as well as risk management.
Prior to joining PHD, Kevin served as a successful financial advisor with Morgan Stanley, where he managed over $70 million in client assets and assisted 401(k) administrators, small business owners, and individuals in creating financial strategies that allowed them to exceed their goals. Earlier in his career, Kevin held various positions at Adamson & Co., a Certified Public Accounting firm, where he developed new and managed existing client relationships; built forecasts to evaluate potential business opportunities; prepared audited, reviewed, and compiled financial statements and prepared corporate, partnership, estate and individual tax returns. Kevin’s passion for building a community and his detailed oversights drive the financial foundation for all stake holders in hotel real estate and commercial trade segments.
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