Foss & Company is a nationally recognized institutional investment management firm dedicated to providing corporate investors the greatest access to federal and state tax credit investments available in the marketplace. Foss & Company's sole focus is to assist our corporate clients in selecting and structuring the most appropriate and efficient tax credit programs to meet their short- and long-term targets for tax management, earnings enhancement and community reinvestment. 

Investment Management

Foss & Company

Foss & Company's headquarters in San Francisco, United States

Jack Mans

Michael Yager

Spencer Tweed

Paddy O'Brien

Kip Kimble

Drew Goldman

Natalie Sklovskaya

The Investment and Portfolio Management team at Foss & Company is responsible for evaluating, structuring, and managing tax credit investment opportunities across various sectors, including renewable energy, real estate, and sustainable technologies. They work collaboratively to optimize clients' portfolios, ensuring alignment with their tax management, earnings enhancement, and community reinvestment goals. This team analyzes investment performance, manages project finance operations, and provides in-depth market insights to support strategic investment decisions.

Investment and Portfolio Management

The Leadership Team at Foss & Company is responsible for steering the strategic direction and overall management of the firm. Comprised of key executives and vice presidents from various departments such as investments, portfolio management, project finance, real estate, and renewable energy, they collaborate to optimize tax credit investment opportunities, enhance client earnings, and drive corporate growth while ensuring efficient tax management and community reinvestment.

Leadership Team

The Acquisitions Team at Foss & Company is responsible for identifying, evaluating, and securing tax credit investment opportunities that align with our corporate clients' financial strategies. They work to assess potential acquisitions, negotiate terms, and ensure that selected tax credit programs optimize both short- and long-term tax management goals, earnings enhancement, and community reinvestment priorities.

Foss & Company

Org chart

Teams

Investment and Portfolio Management

Leadership Team

Acquisitions Team

Offices

Foss & Company

Org chart

Teams

Investment and Portfolio Management

Leadership Team

Acquisitions Team

Offices

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