As Associate Asset Manager, Claire coordinates investor reporting and oversees various projects through tax credit compliance. Before NTCIC, she worked as a Derivatives Officer for U.S. Bank, where she built customized new markets and solar derivatives structures. Claire holds a bachelor’s degree in Finance from The Ohio State University.

As Senior Asset Manager, Maggie oversees a portion of NTCIC’s expanding portfolio of historic and new markets tax credit investments. She brings extensive experience in underwriting and portfolio management, having previously served as a Senior Loan Portfolio Manager at Lincoln Savings Bank. There, she managed a portfolio exceeding $100 million, primarily focused on historic tax credit bridge loans. Prior to her work in banking and tax credit finance, Maggie worked in public accounting, where she conducted financial statement audits and reviews for clients.

Maggie holds a Bachelor’s degree in Accounting and Finance from Buena Vista University. In addition to her professional work, she is actively engaged in community development through volunteer board service in the Des Moines, Iowa area. She currently serves as Treasurer for the 6th Avenue Corridor, a Main Street America community, and as a Board Member for Preservation Iowa. She also previously served six years as a Board Member for Dental Connections.

As the Asset Management Coordinator, Alba supports reporting and system improvements for NTCIC’s portfolio of HTC and NMTC projects. She joined NTCIC as an Open Access Fellow, where she focused on mapping internal processes, supporting cross-team coordination, and deepening her technical knowledge of tax credit finance.

Prior to NTCIC, Alba led membership engagement strategies and national programming for a network of over 400 community lenders at Opportunity Finance Network (OFN). She previously managed financial education and homeownership initiatives at the Housing Development Fund (HDF), a Connecticut-based affordable housing CDFI, and built her early career in mortgage underwriting and real estate closings. 
 
Alba holds a bachelor’s degree in political science from Rosemont College and a master’s degree in global development from the University of Bridgeport.

As a Director of Asset Management, Kimberly Laird leads the Asset Management team responsible for the direct management of the company’s Historic Tax Credit (HTC) and New Markets Tax Credit (NMTC) investments. The role also oversees NTCIC’s private credit investment portfolio, including financial, risk management, and compliance oversight.

Kim Laird has over 25 years of experience in Community Development Banking and has managed over $1 billion in equity and debt transactions utilizing Historic, New Markets, and Low-Income Housing Tax Credit transactions.

Before joining NTCIC, Kim was a Credit Risk Manager in Community Investment Capital at Synovus Bank, a regional bank headquartered in Georgia. She began her tax credit career with Wachovia Capital Markets Group where she managed the Southeastern asset management team focused on LIHTC investments. Later, she joined Bank of America as a Senior Vice President asset managing Historic, New Markets and Renewable Energy tax credit investments.

Kim received her B.S. in Accounting from The University of Kentucky. She is very active in The Redress Movement in Charlotte, NC and the NC Housing Coalition. Kim enjoys yoga, cooking and spending time with her two sons.

As a Senior Asset Manager, Sarah is responsible for managing a portfolio of NTCIC’s HTC and NMTC projects during the tax credit compliance periods. She oversees the construction draw process, delivery of operating agreement benchmarks, reviews reporting, facilitates investor and sponsor requests, oversee the exit process and ensures the projects maintain compliance with regulations and with the financing documents.

Prior to joining NTCIC, Sarah worked for five years as a Senior Development Associate for Karp + Associates LLC, a real estate development company in Michigan that specialized in historic rehabilitation. There, she prepared financing packages, reviewed all transaction documents, and oversaw the closing process of each project. In this role, she managed projects totaling over $129 MM of total development costs. 
 
Sarah graduated with her Juris Doctor, cum laude, from Western Michigan University and also holds a Bachelor of Arts in Economics from Michigan State University.

As a Senior Asset Manager, Andrae Baly is responsible for asset management, including construction monitoring as well as post-closing lower tier compliance, and investor reporting and relationship management for New Markets Tax Credits, Solar Investment Tax Credits, and Historic Tax Credits investments. He also processes post-closing equity investment installments based on operating agreement benchmarks, and reviews annual financial statements. Before joining NTCIC in 2007, Andrae earned over several years’ experience in asset management, compliance monitoring and loan administration of both equity investments and mezzanine debt for CIG International, a real estate investment firm, and KeyBank Real Estate Capital. He has a Bachelor of Science in Business Administration from Houghton College (NY).

As Managing Director of Credit and Portfolio Management, Bret oversees NTCIC’s existing NMTC and HTC investments along with the solar ITC portfolio, including all post-closing financial disbursements, compliance oversight, and reporting. Currently, NTCIC is actively managing 90 assets under management (AUM) comprising roughly $1.4 billion in gross equity investment.

Bret has over 35 years of experience in commercial real estate appraisal, underwriting, financing, asset management, and acquisition/due diligence. Prior to joining NTCIC, Bret spent three years as an investment and acquisition manager at a private equity real estate investment company and was primarily responsible for underwriting potential deals, evaluating risks, and financial analysis. Bret also has five years of experience as a senior asset manager at Fannie Mae and managed a primarily residential portfolio of 35 assets with a total asset value of $1.1 billion. He provided direct asset management and fund oversight for joint venture market rate equity, mezzanine debt, and historic tax credit equity for acquisition, rehabilitation, and new development deals. 
 
Bret received a Bachelor of Business Administration in Finance from The College of William and Mary and an MBA in International Finance from Loyola College. He is a member of the Historic Tax Credit Coalition and the Novogradac Opportunity Zone Working Group.