Management

Reynold Roeder – Mr. Roeder is a serial entrepreneur and angel investor specializing in energy and tax advantaged transactions.  He recently retired from his latest venture, United Fund Advisors, where he was the Chief Executive Officer and a founder.  United Fund Advisors, LLC (“UFA”) is an affiliate of Portland Family of Funds Holdings, Inc. (“PFF”) that has deployed $100 million of New Market Tax Credit (“NMTC”) allocation.  UFA operates as a tax credit syndicator focused on triple bottom line investing.  UFA and PFF had a combined track record of providing over $350 million of financing to 17 projects with total development costs of nearly $1 billion during Mr. Roeder's tenure there. 

Reynold has over 29 years experience in operations, project development, accounting, finance, investment banking and strategic planning with Portland Family of Funds, United Fund Advisors, LECTRIX LLC, PacifiCorp, and Deloitte & Touche. Mr. Roeder's management experience includes building several organizations from the ground up, structuring and negotiating large scale transactions and helping create industry standards in IRC Section 29 tax credits for synthetic fuels produced from coal.  He is experienced in NMTC, solar ITC, IRC Section 45 Production Tax Credits (“PTC”) and Oregon Business Energy Tax Credit (“BETC”) transactions. 

Prior to UFA, Mr. Roeder served as Chief Financial Officer of LECTRIX LLC, an international joint venture originally sponsored by Bechtel, Siemens and American Electric Power. Mr. Roeder participated in the management buy-out of LECTRIX and became Chief Executive Officer.  Notable accomplishments of LECTRIX include a partnership with Rocky Mountain Power, Ltd. of Calgary, Alberta to develop a 230kV transmission line from Lethbridge, Alberta to Great Falls, Montana.  Mr. Roeder was one of the original founders and early developers of the Montana Alberta Tie-Line (“MATL”) and was the primary drafter of the merchant tariff originally filed with the Federal Energy Regulatory Commission.  He was a key designer of the open season process used to sell capacity on the line.  The transmission line has been vital to the proposed development of 600 MWs of wind projects in Montana.  Mr. Roeder remains the CEO of LECTRIX and is continuing to pursue merchant transmission development projects in North America, most recently the Saskatchewan Alberta Tie-Line ("SATL"). 

Prior to LECTRIX, Mr. Roeder worked at PacifiCorp Financial Services, at various times holding titles of Assistant Controller, Controller, and Vice President.  While there, he transitioned to operations and became the founder and President of PacifiCorp Syn Fuel, LLC, an enterprise that developed four IRC Section 29 tax credit projects processing coal into synthetic fuel.  Mr. Roeder obtained several private letter rulings, structured the investment, and oversaw the engineering, design, permitting, construction, and operations of four manufacturing plants having an aggregate capacity of over 2,000,000 tons per year.   He negotiated all coal purchase and synthetic fuel sale contracts and achieved triple digit returns for investors. 

During his career, Reynold has held C.P.A. licenses in the states of Oregon, California and New York.  He has lobbied in the U.S. Senate in connection with tax credit projects and has served on the board of two publicly traded companies.  Mr. Roeder graduated from Portland State University with honors in 1981. 

Advisory Board

Roeder & Company's Advisory Board members are:

• Robert L. McKean - Past Chief Executive Officer, Albina Community Bank
• Rob Adams - Past Economic Development Director, Beaver County, UT and a Rural Appointee to the Utah Governor's Office of Economic Development Board and its Sub-Committee on Energy.  
• Matt Burton - Managing Member, Homes Worth Keeping LLC

• Gary Neal – General Manger, Port of Morrow and Appointee to the Oregon Infrastructure Finance Authority Board

• Robert McGill - Chief Executive Officer, Neighborhood National Bank, San Diego, CA; and Board Member of the Community Development Bankers Association.