Robert Half Management Resources – Vice President
Ping brings over 15 years of corporate tax and finance management experience plus 5 years of client service and business development. Ping’s background is in Big 4 Accounting with industry clients in financial services, healthcare, insurance, manufacturing, media, pharmaceutical, retail, telecommunication, and not-for-profit sectors. Ping serves as an Assistant Vice President for Robert Half’s accounting and finance consulting division, Management Resources. Within this role, externally, he works with executive clients in the areas of accounting and finance. Internally, he manages client relationships, marketing, implementation of strategies for revenue growth, as well as development and execution of key strategic initiatives for his team’s operations. Ping is passionate about giving back to the community and is an active board member and volunteer of various local and national nonprofit organizations. He is also a mentor to students at: Drexel, Penn State, OSU, Rutgers and Temple. Ping earned his Bachelor of Science degree in Business Administration from Drexel University and his Master of Business Administration from Keller Management School of Business. Ping is fluent in Cantonese and proficient in Mandarin. Ping met his wife on their first day of college at Drexel University. They live in Bucks County with two children and their dogs, Max and Cody.
Executive Vice President
Quaker Valley Foods – Chief Financial Officer
Cindy is a versatile senior executive with extensive financial and operational expertise in service, distribution, manufacturing and health care industries in both public and private companies. Currently, she is the CFO for Quaker Valley Foods, a large privately held company that specializes in food distribution. Cindy was the recipient of the 2015 CFO of the Year for medium size companies awarded by the Philadelphia Business Journal for financial accomplishments, leadership, respect, and community involvement. Cindy is active in her community with over 15 years of not-for-profit board experience. She co-founded the Greater Philadelphia Cantonese Academy in Rosemont, PA. The School promotes the understanding of Chinese culture, heritage and experiences in the US. Cindy also has served on the board of professional organizations, mentored young professionals and college students and spoken at various events. Born in Hong Kong, Cindy is fluent in Chinese. She has strong ties to Philadelphia where she attended the Wharton School of the University of Pennsylvania, began her career in Public Accounting and earned her CPA designation. She later progressed her finance career into the private industry, where she held senior financial management and CFO positions before her current position at Quaker Valley Foods. Cindy lives with her husband in Delaware County where they raised three young adult children. The entire family enjoys traveling together.
Chief Administrative Officer
Prudential – Financial Professional
Andy is a Financial Associate with Prudential Advisors. Andy grew up in a big family in the Philly suburbs of Delaware County. After graduating from the University of Pittsburgh, Andy returned to the Greater Philadelphia Area to work in the financial sector.
Vice President, Corporate Development
SVN | The Concordis Group – Director, National Corporate Real Estate Services
Tommy serves as a Senior Advisor at SVN | The Concordis Group, as well as, a Director with SVN’s National Corporate Real Estate Services team. He posses over eight years of experience, with the last four in exclusive tenant representation and advisory. A licensed real estate professional, Tommy focuses on office and industrial tenant representation, property sales, and strategic planning. Some of his corporate and government clients include Medtronic, Benefits Data Trust, Pennsylvania Lumbermens Mutual Insurance Company, LapCorp, Aegis Project Controls, Iroko Pharmaceuticals, Philadelphia Gas Works, Philadelphia Housing Authority, Urban Affairs Coalition, and more. Tommy’s experience also includes advisory in the new FASB & IASB lease accounting standards that will be taking effect in 2019. Tommy is a graduate of Temple University, earning a Bachelor of Science in Architecture and Bachelor of Business Administration in Marketing. During his undergraduate studies, he was a member of the men’s lacrosse team. Tommy is multilingual, fluent in both Mandarin and Cantonese.
Vice President, Professional Development
Comcast – Manager, Sales Operations – Comcast Business
Cari is a Manager of Sales Operations for Comcast Business. Her career has been predominantly been in implementing CRM systems – Salesforce and Microsoft Dynamics CRM. She has a degree in Marketing from Drexel University and certifications in Salesforce, Six Sigma, and Corporate Brand Reputation Management. Her industry experience includes Academia, Banking and Financial Services, Non-Profit, and Telecommunications. She is a New York City native and is passionate about mentorship, diversity and inclusion, women in STEM, and music and fine arts education. During her free time, she enjoys spending time with her family, going to live theatre and concerts, and trying new restaurants.
Dayi (Miriam) Shou
Director, Professional Development
PwC – Digital Risk Solutions Director
Miriam has over 12 years of experience as a data, analytics, and automation specialist in the Digital Risk Solutions practice at PricewaterhouseCoopers. She specializes in providing insight into challenges that client face today. Utilizing the latest tools in data mining, visualization, and robotics, she helps clients explore data and easily digest complex information. She provides clients a path to repeatable solutions, self-service BI, and standardized data methodologies that can be leveraged across platforms. Miriam has helped clients across multiple industries develop strategic long-term data analytics vision, implement repeatable procedures through automation that improves productivity and reduces costs, construct key performance metric definition and reporting, and address compliance with handling of high risk and sensitive data. As a recipient of the United Way 2017 Women’s Leadership Initiative Next Generation Leader Award, Miriam serves as the Philadelphia Pan Asian Community leader and Risk Assurance Women’s Committee Program Leader at PwC. She sits on the Board Development Committee for Girl Scouts of Eastern Pennsylvania and Executive Committee for National Association of Asian American Professionals Philadelphia Chapter. Miriam graduated from Pennsylvania State University Smeal School of Business with a Bachelor of Science in Management Information Systems.
Yi Z. Lin
Vice President, Accounting & Finance Professional Development
Comcast – Director of Finance
Yi has lived most of his life in the Philadelphia area. He graduated from Central High School and studied Accounting and Economics at Temple University. He proceeded to work in Public Accounting (Grant Thornton) where he earned his CPA. He continued his corporate career at Comcast, working in the accounting group for the first 3 years and then moving into Finance Operations (6+years). He currently lives in Montgomery County with his wife and two children.
Vice President, Public Relations
Wells Fargo – Vice President, Technology Manager
Noel is a Technology Manager in Technology Infrastructure at Wells Fargo with 25 years in a leadership role. He is a graduated with a Bachelor in Information Science from Widener University and a Master’s degree in Computer Information Science from La Salle University. Noel is a Board Member of Asian American Chamber of Commerce in Philadelphia, President of the Peirce Alumni Association Board, and a Board member of the Philadelphia Dragon Boat Association. Within Wells Fargo, Noel is the Chair of Wells Fargo Site Diversity Team.
Vice President, Communications
Ellen Longo is the Vice President of Communications for NAAAP, Philadelphia Chapter. She is a highly accomplished and creative communications leader with a track record in branding, corporate positioning, crisis communications, executive communications, developing strategic messaging, social media engagement, media outreach, and launching products, services, and corporate social responsibility programs. Furthermore, she is experienced in coaching senior executives prior to media interviews and speaking engagements. She is adept at organizing and marketing large and small events (20-500 people).
Vice President, Marketing
Comcast – Senior Manager
Shawn is Senior Manager of Marketing Operations with Comcast, XFINITY Mobile. Shawn is responsible for the Go to Market activities for Xfinity Mobile and for executing marketing efforts to gain new customers and maintain current subscriber base. Previously, Shawn has worked for Deloitte, Rohm & Haas company (now Dow Chemical) and McNeil Consumer & Specialty Pharmaceuticals. Shawn holds an International MBA and Masters in Marketing from Temple University and a Bachelors in Business Administration from Drexel University. Shawn was one of the founding committee leads for Asian Pacific Americans employee resource group and currently serves as the APA Lead. He enjoys teaching and giving back to the community that helped raised him.
Vice President, Marketing
Comcast – Senior Manager
Sabrina Wang has 6+ years of experience in marketing and market research across the CPG and retail landscape. Currently she is a Senior Manager of Marketing Strategy & Planning at Comcast. Before Comcast, she was at Nielsen with clients such as Walmart, P&G, and Johnson & Johnson She holds a B.A in Political Economy and a B.S in Business Administration from UC Berkeley. In her spare time, she likes biking around town with her husband, eating all the foods, and trying to win at all costs playing board games.
Vice President, Marketing
WeWork – Community Manager
Erica Chen has over 8 years of experience in advertising. For the past two years, she has been a community manager at WeWork managing sales, operations and events. Her past employers include LivingSocial, LMO Advertising, MOD Worldwide, and Bank of America. Erica had joined NAAAP Philadelphia in 2009 as the Director of Member Services and helped the chapter nationally win Membership Growth of the Year in 2010.
Vice President, Marketing
Villanova University – Assistant Professor, Marketing
Yoon-Na is an Assistant Professor at the Villanova School of Business. Somewhat of a nomad as a child, spending her early life immersed in a range of cultures and ways of thinking – both in the US and Korea – she believes that the NAAAP is a place in which the voice of every individual can be heard and embraced to achieve true inclusiveness. Her research is dedicated to enhancing consumer welfare in an effort to contribute to society in a positive way.
WuXi AppTec – Marketing Manager
Kevin grew up in Philadelphia and attended Penn State University, earning both a bachelor degree and MBA. He has over a decade of sales and marketing experience in the financial, industrial gas, and bio-pharma industries. He has specialized in collaborating with executive teams on strategy development and solving complex business problems. Currently, Kevin is a marketing manager at WuXi AppTec supporting the Advanced Therapy Unit. Kevin is passionate about diversity and inclusion. Over a decade ago, he co-founded a non-profit mentorship program that serves a local elementary school where most of the students are from first-generation immigrant families, here in Philadelphia. He remains an active mentor in the non-profit. Prior to joining WuXi AppTec, he co-founded and chaired an ERG for Asian American employees at Air Products. Kevin lives with his beautiful wife Kit, two little monsters Joshua and Tyler, and their lovely dog Apollo in Allentown, PA, but will soon call Philadelphia home again.
Director, Social Media
Temple University – Undergraduate
Catherine Rheault is a junior at Temple University studying Management Information Systems while also pursuing a minor in Accounting. She joined NAAAP in 2019 and is responsible for NAAAP PHL’s social media platforms and collaborating with the Marketing team. In her free time, she enjoys spending time with her friends and family, staying active, and exploring new places.
Vice President, Memberships
Independence Blue Cross – Manager, Internal Communications and Engagement
Joel Catindig is a creative leader with twenty plus years of experience in design and visual communications. Most recently manager of internal communications and engagement at Independence, Joel provides oversight of internal communications across the family of companies. Joel actively supports the company’s diversity and inclusion efforts and is a co-founder of imPACT, the Asian American Pacific Islander business resource group. He serves as a board advisor for the Asian American Chamber of Commerce of Greater Philadelphia and serves as an officer for the National Association of Asian American Professionals (NAAAP) Philadelphia Chapter. Joel had previously worked at Cendant Corporation, a business and consumer services company, in various creative roles, supporting such brands as Avis, Budget, Wyndham Worldwide, Century 21 Real Estate, and Cheap Tickets. Previous experiences include positions at various design agencies. Joel attended Rutgers – Camden with a major in Fine Arts. He enjoys spending time with his kids and their various activities. Joel is an active endurance athlete who has participated in numerous Ironman Triathlon events.
Vice President, Memberships
Independence Blue Cross – Senior Project Manager
David is a Senior Project Manager at Independence with over 14 years of experience in providing solution-driven results for his clients. As a certified Project Management Professional (PMP), he oversees projects involving various areas of the business, manages project teams, and regularly communicates with senior management to meet company objectives. David is also actively involved in Independence’s diversity and inclusion initiatives and co-founded its Asian American Pacific Islander associate resource group, imPACT. Outside of work, David enjoys exercising, trying new restaurants, and spending time with his family. He graduated from Drexel University with a Bachelor’s degree in Information Systems and a minor in Business Administration.
Vice President, Operations
Wells Fargo – Financial Analyst
Pauline graduated from the Temple University Fox School of Business with concentrations in Finance and Economics. She has held positions in both the community and commercial banks, including the former Wells Fargo Global Banking Group. Pauline currently works in the Wells Fargo Middle Market Bank covering the Metro Philadelphia and Delaware regions, where she aims to help customers succeed financially. Active in the community, Pauline has previously served as the Director of Programing for NAAAP. Her passion is to cultivate Asian American leaders and youth empowerment. She also volunteered as a Big Sister through the Big Brother Big Sister (Independence) Program. In her spare time, Pauline enjoys traveling and gaining new experiences.
Program Manager, The Wharton School, University of Pennsylvania
Lucy is a Program Manager at The Wharton School, University of Pennsylvania, where she manages the delivery of both open-enrollment and custom executive education programs. She received her M.A. in Finance from Peking University and is a certified Financial Risk Manager. She previously worked at the City of Philadelphia and ICBC, the largest bank in China. Lucy is excited to be a part of the NAAAP PHL Leadership Team and enjoys the opportunity to contribute her experience and knowledge to the Asian community.
Vice President, Finance & Treasury
TD Bank – Quantitative Analyst
Jay Liang is a quantitative analyst at TD Bank. He graduated from Temple University with a master degree of Financial Analysis and Risk Management. Previously he was an adjunct instructor in Finance master program in Temple University. In his spare time, he likes snowboarding, hiking, working out, reading, and watching movie. He is also passionate in exploring different culture and travelling with friends.
Vice President, Information Technology
Project Manager/Scrum Master, Comcast
Lan Ngo is a software project manager and had a previous career in the field of education. She is a published writer and creates digital resources to increase access to education. She enjoys giving back to the community by mentoring youth and volunteering. Lan serves on the Board of Directors of Asian American Women’s Coalition and Aquinas Center, which are both nonprofits based in Philadelphia. She earned a BA in economics from Stanford University, an MA in teaching from Columbia University, and a PhD in education from the University of Pennsylvania.
Director, Information Technology
Dreamscape Marketing – VP, Technology & Innovation
Vice President, Collegiate Relations
Penn Medicine – Senior Research Coordinator
Annie is a Senior Research Coordinator at the Center for Health Behavior Research at the University of Pennsylvania Perelman School of Medicine. She earned her bachelor’s degree in Health and Societies at UPenn with a concentration in public health. With over ten years of health research experience in the Department for Clinical Epidemiology and Biostatistics, Annie has conducted both behavioral and clinical research in prostate cancer intervention, health informatics, obesity, asthma, and bone health. Her research interests focus on reducing health disparities through preventive and community health intervention.
Vice President, Collegiate Relations
Woodforest National Bank – CRA Analyst
Chance is a senior CRA and Compliance Officer for Woodforest National Bank. He graduated from Temple University with honors in the Actuarial Science and Finance program. He also earned the distinction of Associate Actuary from Society of Actuaries and holds a Master’s degree in Financial Analysis and Risk Management. Chance serves in Pennsylvania Army National Guard.
Vice President, Women in NAAAP (WIN)
Cotiviti – Payment Accuracy Specialist
Diane is a payment accuracy specialist at Cotiviti, a provider of analytics-driven solutions in the healthcare industry. In this role, she enjoys collaborating with teammates to develop process improvements. In her spare time, she likes traveling, trying new foods and recipes, and spending time with her friends and family, especially her dog, JP! Joining NAAAP in 2017, she has experienced first-hand its ability to help young Asian-American professionals develop their own leadership and professional capabilities and looks forward to helping others cultivate these skills
Vice President, Women in NAAAP (WIN)
Independence Blue Cross – Underwriter
Kristy graduated from Temple University with a Bachelor Degree in Risk Management and Insurance. Upon her graduation, Kristy started at Keystone Mercy which is now AmeriHealth Mercy where she was a Claim Examiner. After several years, she joined Independence Blue Cross as their Large Account Underwriter and is responsible to retain accounts where there are over 100+ employees companies within the five-county areas. Outside of work, she loves to do creative writing, drawing and painting. She is an aspired writer where she hopes that one day she can publish her work. Kristy joined NAAAP so that she can meet and connect with people with diverse background.
Board of Directors
Ari KarpfKarpf, Karpf & Cerutti, P.C. - Managing Partner
Ari Karpf is the managing partner of a multi-office law firm overseeing litigation in New York, New Jersey, and Pennsylvania. He is based in Bucks County, Pennsylvania. He is licensed by the highest Courts in each of these three states, and he is also licensed to practice before the Third Circuit Court of Appeals, the U.S. Court of Appeals for the Federal Circuit, and four other district courts.
Ari’s legal focus throughout his career has been in the areas of employment and civil rights litigation. While continually representing corporations during his legal career, he has primarily represented individuals. Common areas in which he litigates include but are not limited to: class-action wage litigation, executive and business-related contracts, corporate compliance and OSHA violations, WARN Act violations, discrimination, wrongful termination, whistleblowing, FMLA, ERSIA, labor regulations, and on a select basis, litigation against municipalities, police departments, or governmental agencies for violations of individual civil rights. He also regularly appears before agencies such as the Department of Labor, Equal Employment Opportunity Commission, Pennsylvania Human Relations Commission, National Labor Relations Board, and the Division of Civil Rights.
Ari is a very accomplished trial attorney, and he has tried many cases as co- or lead-counsel throughout the tri-state area in state and federal courts. He currently serves as a co-coordinator of the Public Interest Panel for the United States District Court in the Eastern District of Pennsylvania. Therein, he serves as a mentor to attorneys in the greater-Philadelphia area seeking guidance or experience in the areas of civil rights and employment law(s) and assists coordinating pro-bono representation.
Ari is also a frequent author and lecturer. He typically authors publications for the Pennsylvania Bar Institute (“PBI”) several times per year, and he frequently lectures at Continuing Legal Education seminars. He also has and continues to speak about corporate legal considerations, best business practices, and substantive legal issues at events hosted by the Society for Human Resources Management (“SHRM”). He has also been a guest speaker about corporate legal matters for the Greater Philadelphia Hotel Association and at Rowan University.
Subarna MalakarFMC Corporation - Director and Global Diversity & Inclusion Officer
Subarna is currently a Director and Global Diversity and Inclusion Officer for FMC. In this role, he is responsible for implementing Global D&I strategies and programs that are effective, sustainable, and achievable. In 2017, he was named 2017 DiversityMBA Top 100 under 50 Executive.
Prior to this role, he was a Vice President and Global Chief Diversity Officer for Ahold Delhaize, Fortune 200 company, where he established global Diversity & Inclusion Strategy, Ambition and Actions to support D&I. As a result of his efforts, Ahold Delhaize was awarded Top 25 Noteworthy Company from Diversity Inc and received 100% in Corporate Equality Index the from Human Rights Campaign. He was also the Head of Corporate Responsibly and Inclusion, Asia for Thomson Reuters, where he led corporate responsibility, sustainability and inclusion efforts for the Asia Pacific region. As recognition for his efforts, Thomson Reuters Asia received Diversity Strategy Award in 2014 from HR Excellence. He also received the Golden Globe Tigers: Leadership Award for Excellence in Corporate Social Responsibility for his leadership and strategy for Thomson Reuters.
Prior to Thomson Reuters, Subarna was with Unilever, based in Singapore and London where he led the global external diversity relations, global diversity and inclusion communications, global diversity learning and flexibility programs. Under his leadership, Unilever won the prestigious 2013 Catalyst Award along with the European Diversity Award 2012, the Women in Leadership: China’s Most Friendly Employer 2012 and the WorkingMums.UK Employer of the Year Award 2012.
Prior to that, Subarna was a Workforce Diversity Director for Sodexo in North America, where he helped leaders develop and implement diversity and inclusion strategies for clients, customers and employees. He also provided strategic guidance to Sodexo’s eight Global Employee Resource Groups and Cross Market Diversity Council. He was also responsible for the overall program management for Diversity Business Leadership Summit, a premier annual diversity event for Sodexo attended by the top executives and clients across the Fortune 500 companies and managed 16 employees and $2 million budget.
Interestingly, Subarna’s career began in technology. He was previously a program manager for Marriott International, systems engineer for the Department of Defense and a computer intelligence specialist for the U.S. Army during Operation Desert Storm and Operation Restore Hope.
In the non-profit front, Subarna was an advisor to Nepa Nasa Pucha America, America Nepal Senior Community and America Nepal Society in Washington, D.C.
Subarna hold a Master’s in Business Administration from Temple University, Fox School of Business and a bachelor’s degree from the University of Maryland.
He was born in Nepal, grew up in the U.S., and currently lives with his wife and daughter in Moorestown, New Jersey.
Tom FungTemple Fox School of Business - Professor
Tom is an Assistant Professor of Instruction in the Department of Marketing and Supply Chain Management at the Fox School of Business, Temple University. Prior to his appointment at Temple, Tom served as Director of the M.S. Global Fashion Enterprise Program for 3 years at Philadelphia University.
Tom developed a plethora of eclectic interests over 29 years working in the consumer packaged goods industry. Travel is perhaps part of his DNA, as international assignments with Campbell Soup Company had taken him to Europe and Asia. Formerly, as Director of Operations for North American Foodservice Division, Tom managed all aspects of the supply chain, with direct impact to profit and loss. His corporate experience ranged from engineering, packaging, and operations management to strategic planning. He was a key liaison between product development and marketing, overseeing 30 manufacturing plants, supporting commercialization, business continuity planning, capital budgeting, technology assessment, and lean manufacturing practices.
Tom has a BS in Chemical Engineering from Rensselaer Polytechnic Institute; MBA from Temple Fox School of Business, and MS in Organizational Dynamics from the University of Pennsylvania. He has served on the Temple University CIBER (Center for International Business Education & Research) Advisory Board, and was formerly the President of the Institute of Industrial Engineers of the Delaware Valley South Jersey Professional Chapter
Tom’s vision for NAAAP Philadelphia is promoting inclusion and innovation. Inclusion is not the mother of invention, but rather the catalyst for innovations; diversity is a fundamental business strategy. Innovation is a process that involves teamwork and continuous collaboration through social interactions. The more diverse of a team being built, the higher the probability of success. NAAAP Philadelphia can provide such a platform for all us to grow, both professionally and interpersonally. “None of us is as smart as all of us.”
Peggy KellySpectrum - President/Owner
Peggy Kelly joined Spectrum, A Certified Herman Miller Dealer, in March 2013 as President. Spectrum takes an innovative approach that transforms office workspaces. Before Spectrum, she came from Herman Miller, a leading furniture design firm based in Michigan where she spent three years, most recently as Vice President, Global Seating. Here she obtained experience setting direction for the seating division from inception of products globally to design and development to sales launch, marketing and sell through strategies for seating portfolio. Peggy has a proven track record building new organizations, achieving bottom-line results and developing talent. Peggy currently resides in the suburbs of Philadelphia.
David ChanECA Recruiters - Managing Partner
David’s career has primarily been in the healthcare industry in such roles as new business development, account management, customer relationship management and most recently both talent acquisition and career development. Graduating with his Bachelor’s degree, he was initially recruited to join Marion Laboratories, one of Fortune Magazine’s “America’s most admired companies” in a professional pharmaceutical sales career. After winning numerous regional and national sales awards, being selected as a regional trainer and management development candidate, he continued his career selling surgical implants and capital equipment for Allergan and Picker Medical to some of our nation’s most prestigious academic institutions and surgeons in the Philadelphia region. He transitioned his career to an executive recruiter over a decade ago joining ECA Recruiters, a firm with nearly four decades of history of placing sales people and sales managers nationwide. In this role, David has developed dozens of Fortune 500 and start up clients, placed hundreds of individuals in new careers throughout the nation and is often a confidant and resource to those individuals seeking career guidance. David is also a very active community leader. He’s a current board member of the National Association of Asian American Professionals, Philadelphia Chapter.
For over a decade, he’s also been a volunteer leader with the Boy Scouts of America – Cradle of Liberty Council holding many roles, including an executive board member, Council Advancement Committee Chairman and an Assistant Scoutmaster. David also volunteers his time coaching community based baseball and football youth programs.
Alice FeiComcast - Vice President Human Resources - Organizational Capability
Alice is currently a Vice President of Human Resources focusing on Organizational Capability for Comcast Cable Headquarters in Philadelphia. In this role Alice is focused on organizational design, structure and optimization of the workforce by linking business strategies to the people processes and people interactions that accelerate collation and drive organizational effectiveness.
Prior to this role Alice was the Human Resources Business Partner for Cable HQ Content Acquisitions, Finance, Human Resources, and Military Affairs where she designed people strategies across these teams through talent management planning, diversity strategies and succession planning.
Alice also spent time leading HR for Comcast Spectacor whose core businesses include the Wells Fargo Center arena and complex, as well as a portfolio of professional sports teams that include the NHL’s Philadelphia Flyers. Additionally, Alice led HR for Spectra, a Hospitality firm specializing in Venue Management, Food Services & Hospitality.
Alice was born in Taipei, Taiwan before her family immigrated to the United States. She grew up in Salt Lake City, Utah and has been in the Philadelphia area for almost 20 years.
Tracey NguyenBaker Tilly Capital - Principal
Tracey Nguyen is a Principal at Baker Tilly Capital, LLC, a wholly owned subsidiary of Baker Tilly Virchow Krause, LLP, a top 15 accounting and advisory firm. Tracey leads Baker Tilly’s Real Estate Project Finance practice in the East Region and she specializes in tax credits and incentives, including Opportunity Zones, New Markets Tax Credits, Low-Income Housing Tax Credits, Historic Tax Credits, and state and local incentives. Tracey is also a member of Baker Tilly’s National Diversity, Inclusion, and Belonging for Success (DIBS) Steering Committee.
Prior to joining Baker Tilly, Tracey was a senior vice president with a commercial real estate development firm and private equity real estate fund, where she was responsible for strategic planning and implementing corporate growth initiatives, as well as sourcing, structuring and executing debt and equity financing, and overseeing asset management for the firm’s portfolio. Previously, Tracey was a partner at Cozen O’Connor, an Am Law 100 law firm in Philadelphia, where she focused her practice on commercial real estate and represented institutional and private investors, developers, REITs, lenders and borrowers in all matters of real estate, including acquisition, development, management, financing, leasing and sale. Tracey began her career in public accounting and also successfully completed the Pennsylvania CPA exam.
Tracey frequently presents nationally on the topics related to Opportunity Zones, Affordable Housing, and Community Development. She has been recognized by the Philadelphia Business Journal as a “40 under 40” winner and by Smart CEO Magazine as a Brava Award winner, which celebrates high-impact female business leaders.
Tracey earned her Bachelor of Science in Accounting and Bachelor of Arts in Communications from Villanova University and her Juris Doctor and Masters of Business Administration from Villanova School of Law.
Lori ChenJPMorgan Chase - Executive Director