Founder & CEO
Mr. Forman founded Forman Capital, LLC in 2004 and has spearheaded its successful growth since. In 2016 Forman Capital entered into a partnership with Trez Capital Group LP to form Trez Forman Capital Group LP. Prior to founding Forman Capital, Mr. Forman was a Principal at Sylvan Ventures, LP (a joint venture between Apollo Advisors and Sylvan Learning Systems), a $350 million venture capital firm. Mr. Forman spent five years in the retail business as President & C.O.O. of FEI, Inc. and County Seat Stores. Mr. Forman concentrated on real estate and retail transactions when he worked in corporate finance and mergers and acquisitions at Bear Stearns & Co. Mr. Forman graduated University of Pennsylvania, The Wharton School with a B.S. in Economics and a concentration in Real Estate Finance. Mr. Forman serves as Chairman on the Foundation Board of the Achievement Centers for Children and Families in Delray Beach, FL.
Susan Schieman, CPA
Chief Financial Officer
Ms. Schieman, CPA, has over 25 years of private industry and public accounting experience including; Chief Financial Officer for a multi-family real estate company and a real estate development company, over 10 years with venture capital firms, 10 years with Deloitte and Touche and 5 years as an owner of a local CPA firm. Her past experience as a venture capital Chief Financial Officer included supervising the back office operations for four venture capital firms with more than $700M of assets under management. She has worked with clients from numerous industries including multi-family real estate, commercial and retail real estate, real estate development, technology, finance and manufacturing, ranging in size from Fortune 500 companies to start up businesses. Ms. Schieman received her BS in Accounting from Bowling Green State University, Ohio and her MBA, concentrating on Management Information Systems, with honors from Xavier University, Cincinnati, OH.
Sharon Atkinson, CPA, CCIM, CMA
Director of Asset and Portfolio Manager
Ms. Sharon Atkinson serves as Director of Asset and Portfolio Manager at Forman Capital. A native of North Carolina and a graduate of the University of North Carolina at Chapel Hill, Ms. Atkinson brings over 25 years experience in commercial real estate to Forman Capital. The breadth of her experience includes: CPA for KPMG Peat Marwick and Ernst & Young Senior Corporate Tax Specialist for an international general contracting/commercial real estate development firm, Chief Financial Officer for a successful Florida commercial real estate developer & property management firm, and Independent Consultant to commercial real estate investors. Ms. Atkinson holds CPA licenses in both Florida and North Carolina and the distinguished CCIM designation. Ms. Atkinson also holds Florida real estate and CAM licenses.
Mr. Ring is an Associate in Forman’s Boynton Beach office responsible for underwriting and closing real estate debt and equity investments. Prior to joining Forman Capital, Mr. Ring worked for KPMG in their Economic and Valuation Services group specializing in real estate. During his time with KPMG he prepared and assisted in valuation and consulting studies involving various commercial real estate property types including multi-family, hotels, office, industrial, retail, residential developments, mixed-use, and undeveloped land. Previously, he worked as a commercial real estate sales associate with Marcus & Millichap and then worked as an Acquisitions Analyst for Global Tower Partners, the largest privately-owned tower operator in the U.S. Mr. Ring graduated from the University of Colorado at Boulder with a Bachelor of Arts and Science in Economics with Business Emphasis and Business Minor.
Mr. Shaffer is a Senior Analyst responsible for underwriting and closing real estate debt and equity investments. Prior to joining Trez Forman Capital, Mr. Shaffer worked for the Federal Home Loan Bank of New York as a Lead Commercial Loan Analyst. At the FHLBNY, Mr. Shaffer analyzed the commercial real estate loans pledged to the FHLBNY as collateral from their member banks as well as evaluating their origination and asset management practices. Prior to the FHLBNY, he worked at ProLogis as an Associate where his responsibilities included providing underwriting and due diligence for commercial real estate acquisitions and dispositions. Mr. Shaffer graduated from Cornell University with a Bachelor of Science in Business Economics and Management and a MBA from the University of Colorado at Denver.