Executive Management

Marni Nygard ESQ.

Position: President
Email: mnygard@aeifunds.com
Categories: Executive Management

Marni J. Nygard, Esq., President and General Securities Principal, joined AEI in 2005. She is responsible for the implementation of AEI’s real estate acquisitions and its investment objectives and strategies, as well as the management of disposition processes for AEI.

Prior to joining AEI, Marni was employed as an attorney at CI Title in St. Paul, Minnesota for its residential and commercial property departments.

Marni J. Nygard, Esq., President and General Securities Principal, joined...

Marni Nygard ESQ.

President

Kevin Steele

Position: Chief Operating Officer
Email: ksteele@aeifunds.com
Categories: Executive Management

Kevin S. Steele serves as Chief Operating Officer for AEI Capital Corporation and has been with the company since 2012. As COO, Kevin’s core role is to lead the teams of Strategic Planning, Marketing, Technology, Human Resources, Investor Services and Acquisitions Sourcing. Kevin was promoted to the position of COO following his role of Executive Vice President and Vice President Acquisitions. Kevin is responsible for creating the company strategic business plan and budgets, driving the company’s goals, designing, and implementing business processes and establishing company policies that promote positive company culture and vision. As COO, Kevin helps maintain relationships with the company board of directors, bankers, and strategic partners.

Prior to joining AEI Capital, Kevin has held commercial real estate leadership positions with Stan Johnson Company including Lead Broker focused on healthcare acquisitions, Director of Marketing & Research overseeing the firm’s marketing, research, and prospecting groups.

Kevin’s prior business and operational experience include owning and operating a retail grocery company in the Midwest and working for Sheraton Hotels and Resorts where he held leadership positions of increasing responsibility including Director of Sales and Marketing in San Francisco and London and Director of Partnerships and Strategic Alliances for Sheraton Hotels Worldwide at Sheraton World Headquarters in Boston.

Kevin is a past Vestry member of Grace Episcopal Church and is currently on the Grace Outreach Committee which provides supports to impoverished adults and children throughout the world.

Kevin S. Steele serves as Chief Operating Officer for AEI...

Kevin Steele

Chief Operating Officer

Keith Petersen CPA (Inactive)

Position: Chief Financial Officer
Email: kpetersen@aeifunds.com
Categories: Executive Management

Keith Petersen, CPA, Chief Financial Officer, joined AEI in 2016. He is responsible for managing all AEI accounting and tax matters, including the preparation of SEC and investor reports.

Prior to joining AEI, Keith was employed with Pine River Capital Management as the Vice President of Tax compliance and with Deloitte Certified Public Accountants as a Senior Tax Manager.

Keith Petersen, CPA, Chief Financial Officer, joined AEI in 2016....

Keith Petersen CPA (Inactive)

Chief Financial Officer

Rona Newtson CRCP

Position: E.V.P. Compliance & Operations
Email: rnewtson@aeifunds.com
Categories: Executive Management

Rona L. Newtson, Certified Regulatory Compliance Professional, Executive Vice President of Compliance and Operations of AEI Fund Management, General Securities Principal and the Chief Compliance Officer of AEI Securities, joined AEI in 1993. Rona is one of the equity owners of AEI Capital Corporation and is responsible for managing general operations and securities compliance requirements of affiliated companies and investment Funds.

Prior to joining AEI, Rona was employed in a similar capacity with Heartland Realty Investors, Inc. in Minneapolis, Minnesota.

Rona L. Newtson, Certified Regulatory Compliance Professional, Executive Vice President...

Rona Newtson CRCP

E.V.P. Compliance & Operations

Kyle Hagen CCIM

Position: Chief Investment Officer
Email: khagen@aeifunds.com
Categories: Executive Management

Kyle Hagen, CCIM, Chief Investment Officer, rejoined AEI in 2018. He is responsible for the management of AEI net leased properties including the sale of properties identified. Kyle manages property sales, leasing and tenant negotiations with a focus on maximizing asset values.

Kyle was previously employed by AEI from 2011 through 2016 in both the acquisitions and asset management departments. Prior to rejoining AEI, he was employed by East Lake Capital Management as Vice President and lead originator for healthcare real estate investments throughout the United States.

Kyle Hagen, CCIM, Chief Investment Officer, rejoined AEI in 2018....

Kyle Hagen CCIM

Chief Investment Officer

Paula R. Tillett

Position: E.V.P. Distribution Director
Email: ptillett@aeifunds.com
Categories: Executive Management

Paula R. Tillett, Executive Vice President – Distribution Director, joined AEI in 2002 and is responsible for overseeing all activity relating to the distribution of AEI’s Fund and 1031 offerings including oversight of the Fund and 1031 Sales Team, national broker-dealer and Registered Investment Advisor (RIA) relationship development and management, and coordinating the review and approval of AEI Fund and 1031 marketing.

Paula brings more than 25 years of Financial Industry experience to the AEI Team. Prior to joining AEI, Paula was employed with Piper Jaffray, Merrill Lynch, and Salomon Smith Barney (now Morgan Stanley). She holds FINRA Series 7, Series 66 and Series 31 licenses.

Paula is an avid animal lover and passionately supports The Humane Society of the United States, ASPCA, and other national and regional non-profit organizations focused on the rescue and well-being of animals.

Paula R. Tillett, Executive Vice President – Distribution Director, joined...

Paula R. Tillett

E.V.P. Distribution Director

Stacy McMahon CCIM

Position: Senior Vice President of Asset Management
Email: smcmahon@aeifunds.com
Categories: Executive Management

Stacy McMahon, CCIM serves as the Senior Vice President of Asset Management for AEI Capital Corporation. In her role, Stacy is responsible for the financial and value enhancement of all AEI net lease properties under management, facilitating asset sales directly to property buyers or through real estate brokerage firms and serves as the lead professional responsible for tenant relations, lease renegotiation, and asset positioning.

Prior to joining AEI Capital, Stacy served as a Vice President of Asset Management overseeing a portfolio of homes for an affordable housing developer/owner. She was Director of Finance at a national, non-profit conservation organization where her focus was on the growth of urban parks and playgrounds programs in New York, Newark, Chicago and Philadelphia, including managing complex public-private funding joint ventures. During her career, Stacy has performed market and financial analysis for hotels, offices and residential developments, structured debt and equity financing packages for public and private entities and conducted negotiations and project evaluations on behalf of city agencies.

Stacy McMahon, CCIM serves as the Senior Vice President of...

Stacy McMahon CCIM

Senior Vice President of Asset Management

Stephanie Wallisch-Currier SPHR, SHRM-SCP

Position: Senior Vice President Human Resources
Email: swallisch@aeifunds.com
Categories: Executive Management

Stephanie Wallisch-Currier, Senior Vice President – Human Resources, joined AEI in 2014 and is responsible for AEI’s overall human resource function, ensuring legal compliance and implementation of the organization’s HR strategy. This position works closely with AEI’s Executive team to implement and manage effective employee relations, performance management, benefits, compensation, and talent acquisition practices.

Stephanie has more than 20 years of human resource experience. Prior to joining AEI, she was employed by USI and SPIRE Credit Union in their corporate human resources departments. She is certified through the Human Resource Certification Institute as a Senior Professional in Human Resources (SPHR) and through the Society of Human Resource Management (SHRM) as Senior Certified Professional (SHRM-SCP).

Stephanie Wallisch-Currier, Senior Vice President – Human Resources, joined AEI...

Stephanie Wallisch-Currier SPHR, SHRM-SCP

Senior Vice President Human Resources

Key Contacts

Matthew B. Johnson

Position: Senior Regional Vice President - East Region
Email: mjohnson@aeifunds.com
Categories: Senior Management

Matthew Johnson, Senior Regional Vice President, joined AEI in 2013. Matt provides AEI Fund and DST sales and marketing education and support for Financial Professionals and Registered Investment Advisors (RIAs), and their high-net-worth clients. Matt played a significant role in raising capital for the two largest Fund offerings in AEI’s history.

Matthew was previously employed as a Financial Professional at Ameriprise Financial. Matt was also employed with Capital Square, where he was responsible for DST sales in the North Central and Northeast regions. Matt holds his FINRA Series 7 and 63 licenses.

Matthew Johnson, Senior Regional Vice President, joined AEI in 2013....

Matthew B. Johnson

Senior Regional Vice President - East Region

Joe Huang

Position: Regional Vice President - West Region
Email: jhuang@aeifunds.com
Categories: Senior Management

Joe Huang, Regional Vice President, joined AEI in 2022. Joe provides AEI Fund and DST sales and marketing education and support for Financial Professionals and Registered Investment Advisors (RIAs), and their high-net-worth clients.

Prior to joining AEI, Joe worked in various sales roles at Avantax Investment Services, an Independent Broker/Dealer firm, from 2007 to 2022. During that time, he helped Financial Professionals diversify and grow their businesses through alternative investment sales as an Avantax Alternative Investment Sales Specialist.

Joe holds his FINRA Series 7 and 63 licenses.

Joe Huang, Regional Vice President, joined AEI in 2022. Joe...

Joe Huang

Regional Vice President - West Region

Heather Martin

Position: Investor Services Manager
Email: hmartin@aeifunds.com
Categories: Senior Management

Heather Martin, Investor Services Manager, joined AEI in 2018. Heather is responsible for managing the Investor Services team while providing superior quality service to investors, financial advisors, custodial accounts and additional entities. She works closely with AEI’s Marketing, Accounting, and Sales teams to provide support in communications and investment publications.

Heather has more than 20 years of management, banking, sales, and mortgage experience. Prior to joining AEI, she was employed by SPIRE Credit Union as a Branch Manager and Marketplace Home Mortgage as a Senior Mortgage Loan Officer.

Heather Martin, Investor Services Manager, joined AEI in 2018. Heather...

Heather Martin

Investor Services Manager

Marissa Lassaux

Position: Vice President – Acquisitions Due Diligence
Email: mlassaux@aeifunds.com
Categories: Senior Management

Marissa Lassaux, Vice President – Acquisitions Due Diligence, joined AEI in 2007. She is responsible for coordinating, monitoring, and disseminating due diligence documentation produced by commercial property acquisitions to ensure that due diligence documentation complies with AEI’s corporate policy. Additionally, she coordinates the creation of AEI’s 1031 product offering documents.

Marissa has more than 20 years of real estate title experience. Prior to joining AEI, she was employed as a Commercial Escrow officer at First American Title.

Marissa Lassaux, Vice President – Acquisitions Due Diligence, joined AEI in...

Marissa Lassaux

Vice President – Acquisitions Due Diligence

Brian Schulz

Position: Vice President Property Management
Email: bschulz@aeifunds.com
Categories: Senior Management

Brian Schulz, Vice President – Property Management, joined AEI in 1996 and is responsible for managing tenant lease compliance and property maintenance obligations.

Prior to joining AEI, Brian was responsible for risk management with Travelers Express Company, Inc. and Dun & Bradstreet, Inc.

Brian Schulz, Vice President – Property Management, joined AEI in...

Brian Schulz

Vice President Property Management

Mark Estlund

Position: Property Management Specialist
Email: mestlund@aeifunds.com
Categories: Senior Management

Mark Estlund, Property Management Specialist, joined AEI in 2015. He coordinates with the Lease Management, Acquisitions, 1031 and Fund Departments, along with prospective and existing lessees to ensure compliance on negotiated maintenance issues dictated under the lease. He also is responsible for all property inspections for maintenance and condition evaluations to ensure a top-class commercial condition is preserved throughout the duration of the investment period with a focus on minimizing risk to the investor.

Mark has an extensive background in construction with more than two decades of experience ranging from set building for film and advertising production, historical preservation and conservation, historic home restoration, home renovation and new home building. Prior to joining AEI, Mark was the president and owner of Modern Craftsman as an independent contractor in Jacksonville, FL and was a new home builder and warranty specialist with Mattamy Homes.

Mark Estlund, Property Management Specialist, joined AEI in 2015. He...

Mark Estlund

Property Management Specialist

Dan Kersey

Position: Property Management Specialist
Email: dkersey@aeifunds.com
Categories: Senior Management

Daniel Kersey, Property Management Specialist, joined AEI in 2012. He is responsible for ensuring tenant lease compliance, ensuring proper maintenance of properties through landlord and tenant maintenance and repairs and ensuring the accuracy and detail of AEI’s facilities database and records. As an Acquisition Property Inspector, Mr. Kersey reviews new property Phase One documentation, building plans, warranties and performs property inspections.  He also reviews local residential, retail/medical markets as well as local city and educational facilities near the planned acquisition.

Daniel Kersey has over 18 years or Property/Maintenance Management and 15 years of Manufacturing Leadership experience. Prior to joining AEI, Mr. Kersey served as the Property Manager for Billman Properties in New Brighton, MN which included 2 office buildings and 24 townhomes.

Daniel Kersey, Property Management Specialist, joined AEI in 2012. He...

Dan Kersey

Property Management Specialist