The Hoya Capital Executive Team
Alex Pettee, CFA
Alex Pettee, CFA is President and Director of Research & ETFs for Hoya Capital Real Estate. A passionate Hoya through and through, Alex Pettee founded Hoya Capital Real Estate, a Connecticut-based registered investment advisor that is working to make real estate investing more accessible to all investors. Alex's commentary on the US residential and commercial real estate markets has been featured in the Wall Street Journal, Bloomberg TV, CNN, and Forbes, and his commentary on the ETF marketplace has been featured in ETF.com, ETF Trends, Benzinga, Zacks, ETF Express, and ETF Strategy. A dual-degree holder and two-sport athlete at Georgetown, Alex played baseball and track for the Hoyas and studied Finance and Real Estate. Alex is a CFA Charterholder and holds a Series 65 license.
Sheila Pettee, CFA
Sheila Pettee, CFA is CEO & Chief Compliance Officer for Hoya Capital Real Estate. She is also President of Pettee Investors, an independent, privately-held Connecticut corporation that has been an SEC-registered investment adviser since 1989. The firm is based in Rowayton, Connecticut. Since its founding in 1989, Pettee Investors has developed a strong and consistent record of helping clients build, preserve, and manage wealth. The firm manages more than $200m in separately managed accounts. Sheila graduated from Rollins College with a B.A. in Business Administration. She is a CFA Charterholder (Chartered Financial Analyst) and a member of the New York Society of Security Analysts.
Timothy Pettee is Chief Investment Officer at Hoya Capital Real Estate. Tim comes to Hoya Capital with 40 years of experience in the investment industry, serving as Chief Investment oFficer at AIG Sun American Asset Management from 2003-2021, overseeing $50 billion in mutual funds and ETFs. Mr. Pettee has held numerous management, research, and investment positions during his career in the financial services industry, including Executive Vice President and Global Director of Research for Schroder Investment Management, Director of Research with U.S. Trust Company of New York, and Portfolio Manager at Alliance Capital Management. He received a B.A. in Economics from Boston University.
Professor Jonathan Morris is a Research Advisor at Hoya Capital Real Estate. He is a seasoned commercial real estate executive with deep expertise in the multifamily, office, and retail industry. He has held senior executive and partner positions for some of the highest quality real estate firms in the country including Boston Properties as Director or Acquisitions, Charles E. Smith (Archstone-Smith) as Director of Acquisitions, and Lerner Enterprises' LMH Realty Group LLC, a private equity platform sponsored and owned by Lerner, Morris & Hillman. Professor Morris is also an Adjunct Professor at Georgetown University where he teaches the masters-level REIT course in the School of Continuing Studies.
Our Strategic Partners
Investing for Positive Change
On a given night, more than a half million Americans experience homelessness including tens of thousands of children and veterans. Worsened by a multi-decade period of underinvestment in new housing development, rising housing costs affect nearly every American, none more-so than those individuals at the margins of homelessness. We believe that a multi-faceted approach is needed to address the underlying causes of homelessness, rooted in private market solutions and philanthropic undertakings.
At Hoya Capital, we believe that lowering the barriers to ownership of real estate is one critical part of the solution. Our core business is rooted in the efficient allocation of capital to the home builders, housing operators, real estate technology companies, and service providers that, with the critical help of nonprofit organizations, have helped to reduce the rate of homelessness in America by more than 14% since 2007 according to the National Alliance to End Homelessness.
Hoya Capital Real Estate is proud to highlight the local nonprofit homeless services organizations in the southwestern Connecticut area who have achieved the highest 4-star rating according to Charity Navigator. Please click the links below to learn more about each organization and consider making a donation.