The Hoya Capital Executive Team
Alex Pettee, CFA
Alex Pettee 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. Hoya Capital Real Estate advises ETFs and individual accounts by investing in portfolios of publicly-traded commercial and residential real estate companies. Alex's commentary on the US residential and commercial real estate markets has been featured in the Wall Street Journal, Bloomberg TV, CNN, Forbes, National Real Estate Investor, TD Ameritrade Network, and Fox Business and his commentary on the ETF marketplace has been featured in ETF.com, ETF Trends, Benzinga, Zacks, ETF Express, ETF Strategy, and Bankless Times.. 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 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 $175m 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.
Dean Gulis, CFA
Dean Gulis is a Research Advisor & Index Committee Member at Hoya Capital Real Estate. Dean is also Executive Vice President and Portfolio Manager at Pettee Investors Inc. He has 40 years of investment industry experience as a portfolio manager, Director of Research, and equity analyst. Dean joined Pettee Investors from Loomis Sayles and Co., L.P., where he worked from 1997-2017 as a Vice President and lead portfolio manager for the firm’s mid cap core investment team. He earned a B.A. in Economics and MBA in Finance from the University of Michigan. He is a CFA Charterholder (Chartered Financial Analyst).
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.