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Jon Needell - Board Member - Sterling Realty Organization

Jon Needell

Audit Committee Chair

Jon is currently President and Chief Investment Officer of Kairos Investment Management Company, responsible for overseeing acquisition and development underwriting and analysis, dispositions, and asset management. Jon also overseas all strategic and business planning, sourcing and structuring of construction, mini-perm, permanent debt, and joint venture equity financing, financial reporting, and lender and equity partner relations.

From 2003 to 2006, Jon was the Investment Director and Chief Financial Officer of Schnitzer West (formerly Schnitzer Northwest), a commercial real estate investment and development firm based in Bellevue, WA. While at Schnitzer, Jon was responsible for the sourcing and structuring of the firm’s debt and equity financing efforts as well as its lender and equity partner relations.

Prior to Schnitzer, Jon served at Merrill Lynch & Co. as Director – Corporate Finance Group in the Investment Banking Division. Jon started at Merrill Lynch in 1992 and held several positions in the Real Estate Group, Investment Banking Division, prior to moving to the Corporate Finance Group in 2000. At Merrill Lynch he developed and maintained client relationships relating to corporate finance products with a special focus on real estate. In addition, he worked extensively in capital raising activities and deal structuring and negotiation. During his tenure at Merrill Lynch, Jon executed on over fifty transactions with an aggregate value of over $15 billion. These transactions included mergers and acquisitions or strategic private equity and PIPE investments, structured and convertible bond offerings, unsecured debt and preferred equity offerings, public secondary and add-on equity offerings, secured debt and commercial mortgage backed securities offerings, and several initial, secondary, and add-on public offerings of equity in real estate investment trusts (REITs).

Jon holds a Bachelor of Arts Degree with a double major in Economics and History from St. Lawrence University in Canton, New York. He is a member of the International Council of Shopping Centers and a member of the Urban Land Institute. Jon serves on the Investment Committee of the Board of Directors of Children’s Hospital of Orange County (CHOC), and the Board of Trustees of Stratton Mountain School. Jon is also a four-time Ironman.