MANAGEMENT TEAM
John Woolley
Chief Investment Officer
Mr. Woolley was the founder, President and Chief Executive Officer of J & M Realty Company from 1980 through 2012. J & M Realty served a diverse group of clients in the planning, design, development, marketing and disposition of institutional quality apartment communities. Its clients included publically traded real estate investment trusts, financial institutions, private investors and off-shore investment companies. Over the years J & M Realty Company successfully opened, marketed and disposed of more than 7,500 apartment units in the western United States.
Mr. Woolley began his career in real estate management in 1973 with the William Walters Company where he remained until 1979. Mr. Woolley also served as the Chief Operating Officer of Arnel Management Company where he supervised and managed a portfolio of 4,000 apartment units. In 1980, he co-founded Gutweiler-Woolley Properties Inc., the predecessor to J & M Realty Company.
John shared his managing expertise and served on The Caritas Corporation Board of Directors from 2001 to 2004. Mr. Woolley believed in the: Caritas mission to provide and maintain quality and affordable housing. With the increasing number of households on fixed or limited incomes and the scarcity of reliable, long-term and reasonably priced housing, Caritas endeavors to create vibrant, affordable residential communities where quality of life, resident involvement and caring are priorities." That he decided to join The Caritas Corporation in 2013 as the Chief Operating Officer.
John Woolley
Chief Investment Officer
Tracy Bejotte
Chief Operating Officer
Ms. Bejotte joined The Caritas Corporation in November 2016. Prior to joining Caritas, Ms. Bejotte was the Chief Operating Officer for Christ Catholic Cathedral Corporation. In this role she was responsible for the oversight and strategic planning for a $7 million dollar annual operating budget, $88 million dollar renovation budget and the operations for a seven (7) building, 34 acre campus. She worked closely with the Diocese of Orange to raise funds for the renovation of Christ Cathedral, and developed a marketing plan to increase overall revenue.
Ms. Bejotte has over thirty (30) years experience in construction and real estate property management working with national REITs and individual investors. Ms. Bejotte has a degree in Business Administration and holds the esteem designations of Commercial Property Manager ("CPM") and Certified Commercial Investment Member ("CCIM").
Ms. Bejotte has served on several non-profit boards, volunteered at a homeless shelter and as a mentor for teenage mothers. Tracy and her husband of 21 years enjoy traveling and reside in Lake Forest.
Thomas Mauro
Chief Mission Officer
Mr. Mauro received his Bachelor of Science degree in Accounting from Regis University in Denver in 1972. He began his career as an auditor with Arthur Young & Co. It was during this time period that Mr. Mauro became a member of the Colorado Society of CPA’s and a member of the American Institute of Certified Public Accountants (currently inactive).
After four years, Mr. Mauro left to oversee the accounting department of a high-end, multi- furniture store retailer. He later transferred to Southern California to spearhead the Company’s entry of new showrooms into the California market. As President of the West Coast Division, he was responsible for the growth of the Company to sixteen retail showrooms, spanning from San Diego to Thousand Oaks, California. Under his leadership, the Company grew to over 400 employees that supported and produced over $68M in revenue. His responsibilities included the creation and enforcement of personnel policies and procedures, instituting customer care programs, cash flow management, financial reporting, sales training and the warehousing and distribution of product.
After 35 years in retail, Mr. Mauro became a Certified Business Coach, where he helped many small businesses create and institute the necessary goal planning techniques and best practices strategies in growing a business.
Mr. Mauro currently serves as a Board Member and Chief Mission Officer of The Caritas Foundation since 2011. He also sits on the Finance Council of the historic Mission San Juan Capistrano.'
Tom currently resides in Mission Viejo, California with his wife of 40 years.
Penny Serna
Chief Financial Officer
Caritas Corp. is an affordable housing non-profit engaged in helping low income families by providing affordable mobile home communities throughout California. Caritas is affiliated with Redwitz & Inc. Penny is the CFO, and she oversees the accounting processes for 20 mobile home parks; from assisting Managers with daily tasks to financial reporting for bond compliance, trustees, and board members.
Previously, Mrs. Serna was the Firm Administrator for Redwitz, Inc. Penny’s role was to provide the leadership, management, and vision necessary to ensure that the firm has the proper operational controls, reporting procedures, and staff in place to effectively grow the organization, ensure financial strength, and operating efficiency.
In addition, she managed all hands-on operational aspects of the firm and assist the Principals in successful growth and advancement. Incorporate a respectful, constructive, and energetic style; guided by organizational goals and objectives.