OUR LEADERSHIP TEAM

Birge & Held is committed to serving not only our investors but those who live in our communities and our employees who devote their professional talents to the team’s success. We create profitable partnerships, an enriched work environment for our employees and best in class properties.

J. Taggart Birge

Chief Executive Officer

With more than twenty years of experience in real estate development, financing, and law, Tag currently leads Birge & Held’s development, underwriting, and investment business lines.

Since co-founding Birge & Held in 2008, Tag led the firm in acquiring more than $800,000,000 in apartment investments.

Experience and Accolades

Midwest Real Estate News - Commercial Real Estate Hall of Fame Award Recipient

Indianapolis Business Journal - Forty Under 40 Award Recipient

Developed $200 million of real estate nationally as Senior Vice President at Lauth Property Group

Focused on real estate law as a partner at Bose McKinney & Evans, LLP in Indianapolis

Building Owner’s and Management Association Board of Directors

Bowen Engineering Board of Directors

Education

University of Virginia, JD

Indiana University, BA

Andrew Held

President and Chief Operating Officer

Active in real estate development and financing throughout his career, Andrew helped build Birge & Held into one of the most active private equity apartment acquisition companies in the Midwest. He now spearheads the company’s national expansion.

Since co-founding Birge & Held in 2008, Andrew helped expand the company’s portfolio to more than 10,000 owned and managed apartments.

Experience

Practiced commercial and real estate development law at Hackman, Hullet & Cracraft and Bose, McKinney & Evans

Represented many of the nation’s largest commercial development and construction companies in cases involving development, leasing, financing, and dispositions

Education

Butler University, MBA

Indiana University School of Law, JD

Indiana University, BA

Adam Bailey, CPA

Chief Financial Officer

Adam handles banking relationships, cash positions, and financial and accounting matters for Birge & Held. In addition to his role as CFO, Adam also provides tax guidance and risk management services for all of the company’s residential assets.

Active in real estate development and property management since 2006, Adam worked with developers and management companies nationwide on more than 200 projects prior to joining Birge & Held.

Experience

Current member, Indiana CPA Society

Coordinated audit, compliance, and tax consulting services for numerous real estate developers and property management companies throughout the U.S.

Responsible for more than $1,200,000 in annual firm revenue as a manager at Dauby, O’Connor & Zaleski, LLC, a full-service accounting firm

Education

Indiana University Kelley School of Business, BS in Accounting and Finance

Clarke Arnold

Vice President, Operations

Clarke focuses on strategic management processes including asset repositioning, cash flow, value growth, and team building. With an in-depth understanding of the industry, Clarke leads Birge & Held’s commitment to upholding investor objectives through the effective and efficient leadership of the Marketing, Human Resources, Operations, Client Asset and Training Teams

Clarke’s expertise includes real estate industry strategy and the successful execution of investor objectives.

Experience

Acquisitions, team leadership, receiverships, dispositions, capital improvement planning, project execution, repositioning distressed assets, new development, financial strategy and review,b budget creation, and lease up opportunities

Indiana Apartment Association 2018/2019 Board of Directors

Indiana Apartment Association 2019 Executive Finance Committee

Financial and operational management for a REIT

Financial and operational management for a third-party management firm

Education

Institute of Real Estate Management, ARM

Taylor University, BA

Aaron Ross

Vice President, Investments

Aaron oversees Birge & Held’s investment services, including acquisitions, dispositions, equity funding, investor relations, and due diligence.

Over the past decade, Aaron has been part of more than 30 commercial real estate transactions totaling over $750 million.

Experience
Valuation and underwriting of retail and office assets

Creation of asset disposition models

Production of offering packages for investment opportunities in office, retail, and multifamily real estate transactions

Budgeting and forecasting for the development and redevelopment of malls and lifestyle centers

Education
Indiana University Kelley School of Business, BS in Accounting

Brian Bouggy

Vice President, Legal

Serving as Birge & Held’s General Counsel, Brian oversees all legal aspects of the company’s development, acquisition, leasing, and management activities. With a depth of expertise developed in years of legal practice across multiple subject areas, Brian’s eye for detail and nuance provide critical insight and value to client projects.

Experience

Legal counsel for multifamily real estate transactions

Former Editor-in-Chief of the Indiana Health Law Review

Education

Indiana University Robert H. McKinney School of Law, JD

Purdue University, BS in Biological Sciences

Chris Brennan

Senior Vice President, Western Region

With more than 15 years of experience in real estate investment in New England and the Rocky Mountain region, Chris sources strategic investment opportunities for Birge & Held’s West Coast portfolio.

In the course of his career, Chris sourced 1,000+ units with 2x returns and IRR over 40%, and helped a major multifamily REIT acquire more than $1 billion in assets.

Experience

Transaction management, acquisitions, redevelopment, dispositions, multifamily investments, financial analysis, property analytics, and capital solutions

Education

Texas A & M University, MS in Land Development

The University of Massachusetts Amherst Isenberg School of Management, BA in Finance

Jarod Brown

Managing Director, Head of Acquisitions and Development

As Head of Acquisitions and Development, Jarod handles projects in both affordable housing and market rate properties. Combining extensive legal expertise with a strong background in property development and high value transactions, Jarod provides forward-thinking leadership at Birge & Held.

Prior to joining Birge & Held, Jarod served as counsel on transactions in excess of $900,000,000.

Experience

Structuring transactions, including private placements

Corporate finance

Real estate development law

Legal counsel for real estate developers, investors, and financial institutions

Recognized in U.S. News and World Report’s list of Best Lawyers in 2014, 2015, and 2016

Appointed by Governor Mitch Daniels to the Indiana Real Estate Commission, 2011

Education

Indiana University Robert H. McKinney School of Law, JD

Indiana University, BS in Business

Andrew Campbell

Vice President, Asset Management

As Vice President of Asset Management, Andrew is responsible for the development and execution of Birge & Held projects. From financial modeling to asset-level analysis, Andrew works to support clients’ overall portfolios with the best opportunities for growth. With a background in corporate finance and strategy, Andrew’s reporting adds value throughout the evaluation and management processes.

In his previous role, Andrew helped create global strategies for a $25 billion portfolio of trademarks.

Experience

Diverse Corporate Finance experience, financial planning and analysis, corporate strategy, mergers and acquisitions

Education

Chartered Financial Analyst (CFA)

Indiana University Kelley School of Business, BS in Finance and Accounting

Therese Cochran

Director of Property Management, Client Assets

Birge & Held’s Director of Property Management for Client Assets, Therese Cochran, brings a wealth of experience and expertise to her role. She serves as the head of Birge & Held’s client asset accounts and acts as the in-house LIHTC and Project-Based Section 8 expert. From spearheading technology innovation that adds value and increases occupancy, to mentoring and training other successful multifamily professionals throughout her career, Therese’s impact on the industry—and individual client portfolios—continues to expand.

In her 25 years in real estate management, Therese has leased, managed, and repositioned billions of dollars in multifamily assets.

Experience

Repositioning distressed assets, new construction Class A, stabilizing B and C assets, LIHTC affordable new construction, stabilizing LIHTC properties, new construction student housing, repositioning student housing, receiverships, bank-owned assets, mixed-use and medical office space, digital marketing, and lease up

Education

Institute of Real Estate Management, Certified Property Manager

National Apartment Association, Certified Portfolio Manager

National Center for Housing Management, Certified Occupancy Specialist

Spectrum Companies, Certified Credit Compliance Specialist

Pierce College, BA in Real Estate Management

Emily Jackson

Vice President, Accounting

As Vice President for Accounting, Emily oversees Birge & Held’s accounting staff, establishes and monitors internal controls and accounting policies, maintains the general ledger used to prepare financial statements, and represents the firm with external financial auditors.

Emily’s careful oversight ensures more effective and efficient money and asset management.

Experience

Overseeing staff workload and development

Maintaining internal controls to ensure accurate and appropriate financial and asset management

Crafting detailed policies and procedures for accounts receivable, accounts payable, and payroll

Managing the general ledger

Working with external auditors

Education

Franklin College, BA

Indiana University Kelley School of Business, MS

Craig Mara

Director, Construction

As Director of Construction, Craig oversees the planning, coordination and direction of project and construction management activities for Birge & Held.

Craig brings nearly two decades of experience in the multifamily industry to Birge & Held. Prior to joining the firm, Craig spent 13 years with an affordable housing developer where he had oversight of thousands of new construction and acquisition apartment units.

Experience

Commercial construction

LIHTC market

Project management

Budget development and management

Education

North Park University, Business Administration

Completed multiple state and national General Contractor Licensing Exams

Patti Matthews

Director, Marketing

As Director of Marketing, Patti is responsible for the strategic development of our multi-channel marketing initiatives that are designed to capitalize on market opportunities as well as generate demand and brand awareness for Birge & Held. With over 30 years of B2B and B2C experience in a variety of industries, Patti brings with her solid knowledge of best in class marketing strategies and tactics.

Prior to joining the Birge & Held company, she was the Brand Marketing Leader for Schlage, a global security hardware company and the Director of Brand and Advertising for Community Health Network.

Experience

Brand development

Marketing

PR and thought leadership

Traditional advertising/digital demand gen

Education

University of Indianapolis, Commercial Art

Karen Schutte

Vice President, Construction

As the leader of renovation and development at Birge & Held, Karen oversees projects ranging from ground-up construction to capital improvements. Assembling a network of vetted subcontractors and vendors, Karen ensures that the right team works strategically to meet goals, budgets, and deadlines.

Karen’s in-depth experience and civil engineering background help her balance costs, quality, and schedule implementation to optimize capital projects portfolio-wide.

Experience

Commercial construction, green building, estimating, contracting, project management, and business development

Education

Professional Engineering License, 2013-present

Purdue University, BS in Civil Engineering

Tallal Shakarchi

Developer

As a developer for Birge & Held, Tallal leads the development process on all affordable housing, workforce housing, and ground-up multifamily developments across the country.

Throughout his career Tallal has been involved in the acquisition, development, and management of over one hundred million square feet of multifamily, industrial, and office space globally.

Experience

Real estate valuation

LIHTC and Section 8 Housing

Ground-up development

Acquisition rehab and adaptive reuse

Capital raising

Market analysis

Contract negotiations

Transaction management

Education

Indiana University College of Arts and Science, BA in Political Science

Indiana University Kelley School of Business, Business Foundations

Sarah Souers, MBA

Strategic Partnership Manager

Working in cross-functional collaborations, Sarah oversees client relations and new business development efforts for our property management services group. She also partners with our operations team to ensure seamless acquisitions and the execution of our ongoing management strategies.

Sarah brings with her 20 years of experience and a proven track record in business development and sales and marketing implementation for a wide variety of companies and industries.

Experience

Business Planning

Marketing Communications

New Business Development

Education

Indiana University, Kelley School of Business, MBA, Marketing and Entrepreneurship; Indiana University, Business, BS

Larke Stuart

Director of Human Resources

As the company’s head of Human Resources, Larke drives Birge & Held’s organizational culture — promoting an inclusive and rewarding environment that values and rewards creativity and initiative.

Larke's vision, as a human resources professional, is to be a culture ambassador, a driver of growth through training and development initiatives and to foster engagement efforts to help create mutually beneficial and lasting employee/employer relationships.

Education

University of Indianapolis, Masters degree in Human Resources Development

University of Montana, BA in Psychology

Dan Tikijian

Senior Associate, Investments

Dan is actively involved in Birge & Held’s acquisition and disposition efforts, sourcing strategic investment opportunities in the Midwest and Southeast.

Since joining Birge & Held in 2017, Dan has been actively involved in the acquisition, disposition and recapitalization of 23 assets totaling 6,300 apartment units and $540,000,000 in value.

Experience

Financial analysis and modeling

Market research and analysis

Due diligence

Transaction management

Investment offerings and reporting

Education

Indiana University O'Neill School of Public and Environmental Affairs, BSPA in Management

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