TEAM


INVESTMENT PROFESSIONALS

Devin Battiston
Senior Vice President, Acquisitions

Devin Battiston is a Senior Vice President on the Acquisitions team, where he is responsible for analysis and execution of acquisition transactions and asset management initiatives.

Prior to joining Formation Capital in 2012, Devin worked for Bank of America Merrill Lynch for six years. His experience focused on origination and structuring of leveraged and investment grade syndicated loans, CMBS and sale-leasebacks with over $30 billion of transaction experience across the real estate and lodging industries.

Devin graduated from the McIntire School of Commerce at the University of Virginia with a BS in Commerce and concentrations in Finance and Management.


Cory Bennett
Senior Vice President, Asset Management

Cory Bennett joined Formation Capital in 2015. As a member of the Asset Management Group, he is responsible for managing property portfolios, ROI initiatives, lender and investor relations and financial reporting and analysis.

From 2009 to 2015, Cory was a Relationship Manager in the Homebuilder Corporate Banking Group at Wells Fargo Bank where he provided enterprise and project-level banking solutions to the largest homebuilders in the United States. In 2008, he worked at Wachovia Bank as a Risk Advisor on the Credit Grading Methodology team in Charlotte, North Carolina. Cory started his career in 2006 as a Risk Analyst at Wachovia in Atlanta, Georgia.

Cory received a BS in Global Economics and Modern Language with a focus in Spanish from Georgia Institute of Technology and an MBA from the Goizueta Business School at Emory University.


Katherine Boelte
Senior Vice President, Finance & Operations

Katherine joined Formation Capital in March 2015 as Vice President of Finance & Administration. She is responsible for the books and records of Formation Capital, cash management and treasury administration for corporate and portfolio accounts, as well as fund setup and administration.

Prior to Formation Capital she was the Vice President & Treasurer at HD Supply, one of the largest industrial distributers in North America, Katherine spent 10 years with Caraustar Industries in various finance and accounting roles and started her career as an auditor for Deloitte & Touche LLP.

Katherine is a member of the American Institute of CPAs, Association of Financial Professionals, CFO Leadership Council, and the Corporate Treasurers Council. She is an actively licensed CPA and graduated Summa Cum Laude from Auburn University with a bachelor’s degree in Business Administration and a major in Accounting.


Eugenia S. Hobbs, CPA
Vice President, Portfolio Tax

Eugenia Hobbs joined Formation Capital in 2013. As Tax Manager, her responsibilities include managing the tax compliance process, reviewing and filing federal, state, local and property tax returns, projections for quarterly estimates, communication with investors and tax authorities, tax planning and research.

Eugenia began her accounting career with a small UK-based company that organized medical conferences around the world. While earning additional educational credits for her CPA, she got interested in tax and joined Ernst & Young where she worked on expatriate and foreign resident taxation before moving to the real estate group at Pricewaterhouse Coopers. During her 4-year tenure with PwC, Eugenia worked on a variety of clients in real estate and private investment companies. In addition, prior to joining Formation Capital, she worked for a regional real estate fund and solely managed all tax compliance functions for its corporate tax department.

Eugenia received a Bachelor of Arts in Teaching English and French from the Moscow State Pedagogical University in Moscow, Russia, and she earned her MBA and Master of Taxation from Georgia State University. She is a certified public accountant in the state of Georgia.


Deborah Johnson
Senior Accountant

Deborah Reed Johnson joined Formation Capital in March 2015. Her primary duties include cash management, accounts payable, and portfolio accounting. Prior to joining Formation Capital, Deborah was part of the accounting and finance team at Primary Capital Mortgage, a publicly traded residential mortgage lender and servicer.

Deborah earned her BA in Accounting from Georgia State University and received her MBA from Brenau University in 2017.


Grant Johnston
Senior Vice President, Operating Company Asset Management

Grant Johnston is responsible for the ongoing management of operating company investments, including portfolio compliance, investor relations, execution of growth strategies and profit optimization.

Prior to joining Formation Capital, Grant worked in GE Capital Healthcare Financial Services’ leverage lending group for six years, most recently as a Vice President focused on underwriting and portfolio management.  Before joining GE HFS, Grant was an Associate in GE Capital’s Risk Management Leadership Program.  He began his career as a small business banking and retail branch manager at Wells Fargo Bank.

Grant earned a BA in Spanish and a BA in Business Management from North Carolina State University, an International MBA with a concentration in Finance and Spanish from the Moore School of Business at the University of South Carolina and a Masters of Accounting from North Carolina State University.


Michael K. Landers, CPA
Assistant Portfolio Controller

Michael Landers joined Formation Capital in 2015 as an Accounting Manager and is primarily responsible for all financial accounting and reporting related to multiple portfolios.

Prior to joining Formation Capital, Michael worked in public accounting as an auditor, tax accountant, and consultant as well as in private industry as an assistant controller at an industrial wholesaler.

Michael graduated from Kennesaw State University with a BS in Information Systems and is a Certified Public Accountant. He is also a member of the Georgia Society of CPAs.


Inessa Loyevska, CPA
Corporate Controller

Inessa Loyevska joined Formation Capital in March 2015 as a Senior Accountant for the Eclipse Portfolio. Her primary duties include oversight and management of all areas relating to accounting and financial reporting of the Eclipse portfolio as well as SOX compliance.

Prior to joining Formation, Inessa worked as a Senior Accountant for Alliant Health Solutions, a not-for-profit Government sub-contractor and as a Property Accountant for Consulate Management Company.

Inessa received BA in Accounting from Georgia State University in 2012 and Master in Accounting from Kennesaw State University in 2015.


Arthur Mallard
Vice President, Acquisitions

Arthur Mallard joined Formation Capital in 2015 as an Analyst on the Acquisitions team. He is responsible for analysis and execution of acquisition transactions.

Prior to joining the company, Arthur worked in the Syndicated & Leveraged Finance group at SunTrust Robinson Humphrey in Atlanta, GA as an Investment Banking Analyst.

Arthur is a 2011 graduate of Georgia Institute of Technology, where he studied Finance at the Scheller School of Business.


Joe McDurmont, CPA
Senior Vice President, Portfolio Finance and Accounting

Joe McDurmont joined Formation Capital in 2014 as the Vice President of SEC Reporting and Compliance with a heavy focus on supporting Formation’s SEC registrant joint venture partners. He is also responsible for overseeing the purchase price accounting for all new investments, financial reporting (both internal and external), audits, internal controls/SOX compliance, technical accounting research and administration of the company’s report writing system.

Joe has over 20 years of accounting experience. Prior to Formation, he served as Vice President of Accounting at Columbia Property Trust and its predecessor company Wells Real Estate Funds. Prior to that time, Joe was a Financial Manager with Trammell Crow Co., with CFO responsibility for the company’s Atlanta real estate operations. He also previously served as Director of Partnership Reporting and Controls for HEALTHSOUTH Corp., and as Senior Accounting Manager for Cingular Wireless.

Joe graduated from Georgia State University with a BBA in Accounting and is a Certified Public Accountant. He is also a member of the American Institute of Certified Public Accountants and the Georgia Society of CPAs.


Chris O'Dekirk
Vice President, Acquisitions

Chris O’Dekirk joined Formation Capital in January 2017 as an Associate on the Acquisitions team. He is responsible for analysis and execution of acquisition opportunities.

Prior to joining Formation, Chris worked as an Associate at EDG Partners, a lower middle market, healthcare private equity firm, where he focused on screening, execution, and oversight of EDG’s investments. Prior to his role at EDG, Chris worked at SunTrust Robinson Humphrey in the Healthcare Investment Banking group.

Chris is a 2012 graduate of the University of Georgia, where he received a BBA in Finance and a BS in Mathematics.


Nela Powell
Vice President, Compliance and Administration

Nela Powell joined Formation Capital in 2014. Her responsibilities include the implementation and monitoring of the compliance training and management systems, as well as supporting various compliance and legal-related projects.

Prior to joining Formation Capital, Nela worked in the litigation department of a real estate firm. Her job responsibilities included working alongside the Litigation Compliance Management team as well as Associate and Managing Attorneys to ensure compliance and adherence to both firm and client directives. Nela also spearheaded the drafting and implementation of the Litigation and Eviction Department’s Policies and Procedures Manuals.

Nela earned her BS in Biology from Georgia State University and obtained her Paralegal Certification from the University of Georgia's Paralegal Certificate Program.


Carrie Rasca
Vice President, Asset Management

Carrie Rasca is responsible for asset management, cash management, and portfolio reporting. Prior to joining Formation Capital in 2013, Carrie worked at Hudson Advisors as Assistant VP working on debt restructuring, asset recovery and Controller for the Senior Housing portfolio. She began her career with Holiday Retirement and provided a significant role in the restructure of Sunwest Management.

Carrie earned her BS in Business from Western Oregon University.


David Rihner
Vice President, Portfolio Controller

David Rihner joined Formation Capital in January 2016 as Portfolio Group Controller. His primary duties involve oversight of all accounting aspects of assigned Formation portfolios including financial reporting, on-boarding new portfolios, oversight of purchase price allocation projects, directing audit engagements, and other special projects as needed.

David has over 15 years of accounting experience. Prior to Formation, he served as Director of Property Accounting at Signature Office REIT and its predecessor company Wells Real Estate Funds, Inc. Prior to that time, he was an Associate Director in Mobility Network Finance at AT&T and held various Finance and Accounting positions at AT&T/Cingular Wireless.

David graduated with a BS in Accounting from William Carey University and a MBA from Kennesaw State University.


Morgan Seymour
Associate, Asset Management

Morgan joined Formation Capital in 2017 as a member of the Asset Management Group. She is responsible for investor relations and financial analysis and reporting.

Prior to joining Formation, Morgan worked for EY in their Assurance practice, specializing in financial services clients.

Morgan is a graduate of The University of Georgia, where she received a BBA in Accounting and also received her Master of Accountancy from the Terry College of Business.


Charity Simmons
Assistant Portfolio Controller

Charity Simmons joined Formation Capital in November 2016 as an Accounting Manager. She is primarily responsible for all financial accounting and reporting of the Espresso portfolio.

Prior to joining Formation Capital, Charity worked as a Senior Accountant at Euramax International, a building products manufacturer. Her duties included SEC financial statement reporting, consolidations, and other corporate accounting functions. Prior to that time, she worked at PricewaterhouseCoopers as an auditor in the Private Company Services group.

Charity Simmons graduated with a BBA in Finance and Economics from Bryan College and an MBA in Accounting from Kennesaw State University.


Svan Valsson
Associate, Asset Management

Svan Valsson joined Formation Capital in 2017 as an Analyst on the Asset Management team. He is responsible for investor relations and financial analysis and reporting.

Prior to joining Formation, Svan was a part of the Strategic Finance group at Northside Hospital and the Corporate Finance group at Cox Enterprises.

Svan is a 2015 graduate of Georgia State University, where he received a Bachelor of Science in Economics.


Anna Moran-Eden
Executive Assistant

Anna Moran-Eden joined Formation Capital in May 2013. She is the Executive Assistant and runs the daily office operations and management of the Atlanta headquarters.

In her time at the company, Anna has served as the Project Coordinator and Data Integrity Manager for the internal clinical group where her responsibilities included management of QIC, creation of the clinical group client billing system, and the planning and coordination of the annual Executive Advisory Council meetings.

Previously, Anna worked as the Executive Assistant to the EVP of Human Resources and Risk Management departments for SavaSeniorCare, and as the New Accounts Manager for OakBrook Financial Group / Penn Mutual Insurance Company.


Melissa Fedun
Managing Director, Formation Healthcare

Ms. Fedun, RN, BSN is Managing Director, co-leading Formation Healthcare Group (FHG), Formation Capital's in-house clinical advisory team that specializes in assessing, analyzing and monitoring quality and regulatory measures of senior housing and long-term care operations. FHG plays a critical role in Formation Capital's underwriting and investment management process.

Ms. Fedun has over 20 years of experience in long term care serving as a Director of Nursing, Regional Nurse, and Clinical Consultant with a large accounting firm. Prior to joining FHG, she worked as a risk analyst supporting the underwriting of long term care professional liability coverage utilizing statistical models, data analysis and clinical expertise. She has extensive experience in CCRC and SNF operational analysis, survey and regulatory compliance, due diligence, Medicare and Medicaid reimbursement systems, and quality improvement processes and programs. ​

Ms. Fedun received her Bachelor of Science in Nursing from Waynesburg University


Jessica Curtis
Managing Director, Formation Healthcare

Ms. Curtis is Managing Director, co-leading Formation Healthcare Group (FHG), Formation Capital's in-house clinical advisory team that specializes in assessing, analyzing and monitoring quality and regulatory measures of senior housing and long-term care operations. FHG plays a critical role in Formation Capital's underwriting and investment management process.

Prior to joining Formation Healthcare Group, Ms. Curtis managed Decision Support and Managed Care Contracting for a hospital system. Her experience also includes regulatory monitoring for drug enforcement administration and compliance in the pharmaceutical industry, as well as conducting healthcare claims research as a statistician for the state of South Carolina.

Ms. Curtis is a Certified Healthcare Financial Professional and Certified Revenue Cycle Associate by the Healthcare Financial Management Association, as well as a charter member of the QuickBase Advisory Board. ​

Ms. Curtis earned a B.S. in Mathematical Sciences from Clemson University.


Denise Winzeler
Vice President, Clinical and Regulatory Monitoring

Ms. Winzeler, RN, BSN, LNHA is Vice President of Clinical and Regulatory Monitoring. She has over 20 years of experience in Long Term Care both as a Clinician and an Administrator.

Prior to joining FHG, she worked as a Divisional Performance Improvement Consultant for a large multi-chain Long Term Care Company. Other positions Ms. Winzeler has held include Regional Nurse Consultant, Director of Nursing and Licensed Nursing Home Administrator. She has extensive experience in providing clinical oversight, monitoring, and education. She has been instrumental in developing and implementing policies and procedures for multiple Long Term Care companies. Denise also has over 10 years of experience as a Legal Nurse Consultant including review of litigation cases and trial appearances. ​

Ms. Winzeler received her Bachelor of Science in Nursing from Ohio Wesleyan University and her Nursing Home Administrator Core of Knowledge from University of North Carolina, Chapel Hill.


Angi Livingston
AVP, Clinical and Regulatory Monitoring

Ms. Livingston, MHA, BSN, RN is Assistant Vice President of Clinical and Regulatory Monitoring. Prior to joining FHG, she held the position of Senior Director of Compliance with Kindred Healthcare. Ms. Livingston has over 20 years of experience in healthcare and compliance, including risk management and Corporate Integrity Agreements. Other positions held include CMS Certified Surveyor, Director of Nursing, Regional and District Nurse Consultant, Clinical Quality and Chief Compliance Officer. She has extensive experience in providing clinical, regulatory and compliance oversight and monitoring to include education, presentations, policy and procedure development and revision, and exclusion monitoring.

Ms. Livingston obtained her Bachelor of Science in Nursing from Austin Peay State University and her Master of Healthcare Administration from the University of Phoenix.


Tormeica Allison
AVP, Clinical and Regulatory Monitoring

Ms. Allison, RN, MSN, NE-BC is Assistant Vice President of Clinical and Regulatory Monitoring. She has 15+ years of experience as a clinician. She has broad clinical experience in the Assisted Living, Long- Term Care and Intellectual and Developmental Disabilities (IDD) industry. Prior to joining FHG she held leadership positions including Director of Nursing and Regional Nurse. She has extensive experience providing clinical and regulatory oversight in Senior Housing and IDD Services. ​

Ms. Allison obtained her Bachelor of Science in Nursing from Winston Salem State University and her Master of Science in Nursing from Western Carolina University with a concentration in Nursing Administration. She also holds certification as a board-certified nurse executive.


Kimberly Cox
Clinical and Regulatory Manager

Kimberly Cox, RN, IP-BC, GDCN joined Formation Healthcare Group as a Clinical and Regulatory Manager. She has 10+ years combined experience in both the ALF and SNF setting. Prior to joining FHG, she served as a Director of Nursing and Corporate Quality Assurance nurse for a LTC company and then subsequently was promoted to the Vice President of Clinical Services. During her tenure as VP of Clinical Services, she developed policies and procedures, programs, conducted due diligence for potential acquisitions, survey and regulatory compliance monitoring, and provided oversight to a team of regional clinical and dietary personnel. Ms. Cox has also conducted presentations as a guest speaker on AOC/POC development in annual facility trainings for the state of TN. ​

Ms. Cox obtained her Associates Degree in Nursing from Asheville-Buncombe Technical Community College. She is also a board certified Infection Preventionist and a geriatric diabetic certified nurse.


Jerome Mitchell
Data Analyst and Data Integrity Manager

Mr. Mitchell joined Formation Healthcare Group as a Data Analyst/Data Integrity Manager. He brings with him over 20 years of experience in the Healthcare IT field as a Software Support Analyst and most recently as a Developer IT Analyst. He has previous background in the Insurance and Banking industries. ​

Mr. Mitchell earned a B.S in Information Science & Data Processing from University of Louisville.


Kimberly Price
Data Integrity Manager and Project Coordinator

Ms. Price joined Formation Healthcare Group as a Data Integrity Manager/Project Coordinator. She has over 12 years Healthcare Information Technology experience in the Claims and Remittance Processing, Benefits Management, and Health and Wellness segments. Prior to joining FHG, she was an IT Data Analytics Analyst for a large healthcare provider. ​

Ms. Price earned a Bachelor of Science degree in Information Systems from Kennesaw State University.


Danielle Tadros
Data Integrity Manager

Ms. Tadros joined Formation Healthcare Group as a Data Integrity Manager after previously working with the team as an independent contractor. In addition to her long term care regulatory work experience with FHG, Ms. Tadros has over 9 years of experience in the finance and banking industry where she served in a management role with experience in auditing, fraud/risk management, customer service, and data analysis. ​

Ms. Tadros studied at Georgia Perimeter College and is currently enrolled at Georgia State University studying Business Administration.