Civitas Capital CEO and leadership

Daniel J. Healy is founder and CEO of Civitas Capital Group, an investment management firm based in Dallas, Texas.Under his leadership since 2008, the firm has been recognized as one of the fastest growing companies in Dallas with assets under management of over $1.3 billion, invested primarily in real estate, lodging and related asset classes. Mr. Healy continues to be responsible for all facets of the firm’s strategic growth, bringing talent, expertise and a relentless focus on the customer to the its two operating divisions, Alternative Investments and EB-5 Capital. The growing Alternative Investments group focuses on managing global capital for insurance companies, pension funds, family offices and other clients, while the EB-5 Capital division has become an industry leader, frequently cited for its innovative public-private partnership with the City of Dallas Office of Economic Development. Today Civitas EB-5 Capital has an unparalleled reputation for quality and analytical rigor, and serves more than 1,200 individual investors from over 30 countries.

Jonathan Kern is a President/Co-Chief Invsmt Officer at Civitas Capital Group and Exec VP at JE ROBERT CO INC. He has worked as Board Member at North East Insurance. Jonathan studied at University of Pennsylvania and Harvard University.

Almaz Woldeab is a Chief Acctg Officer/Mng Dir at Civitas Capital Group and is based in United States. He has worked as Accountant at Bristol Hotels & Resorts, Fellow at NAAWLI, and Controller at TEXAS INSTRUMENTS INC. Almaz works or has worked as CO-CHAIRMAN at Debre-Selam Kidest Mariam Fraternal Beneficiary Association. He attended Southern Methodist University, SMU between 1999 and 2002, and The University of Texas at Dallas between 1991 and 1993.

I am a Strategy-Driven Operations Executive in the Financial Services sector with a penchant for aligning strategy development, talent management, and execution with the corporate vision.

In fact, my career is studded with a string of successful business transformations, turnarounds, and development initiatives driven by my ability to see the vision and put innovative strategies in place that people can rally around, empowering the team and clients with the necessary tools and tactics to achieve all goals.

Recognized as an intelligent thought leader, I focus on building strong companies that drive new business opportunities through cutting-edge solutions, technologies, convincing presentations, and astute decision-making for financial services firms and practitioners.

My primary goal is to facilitate sustainable service offerings and growth, propel multimillion to billion-dollar asset gains, and generate traction to strengthen and transform the company, positioning it ahead of the competition.

My strengths include:

✦ Shifting the focus to more forward-thinking, sustainable solutions to meet clients and add-value to investments.

✦ Developing new strategies to position the company as a competitor in the market and the go-to source for clients.

✦ Introduce innovative approaches for products and services to enhance the customer experience while saving cost.



✦ Drive engagement, helping employees see the importance of their role in the company’s long-term vision.

Laurie P. Roberts is a COO at Civitas Capital Group.

Daniel J. Healy is founder and CEO of Civitas Capital Group, an investment management firm based in Dallas, Texas.Under his leadership since 2008, the firm has been recognized as one of the fastest growing companies in Dallas with assets under management of over $1.3 billion, invested primarily in real estate, lodging and related asset classes. Mr. Healy continues to be responsible for all facets of the firm’s strategic growth, bringing talent, expertise and a relentless focus on the customer to the its two operating divisions, Alternative Investments and EB-5 Capital. The growing Alternative Investments group focuses on managing global capital for insurance companies, pension funds, family offices and other clients, while the EB-5 Capital division has become an industry leader, frequently cited for its innovative public-private partnership with the City of Dallas Office of Economic Development. Today Civitas EB-5 Capital has an unparalleled reputation for quality and analytical rigor, and serves more than 1,200 individual investors from over 30 countries.

Jonathan Kern is a President/Co-Chief Invsmt Officer at Civitas Capital Group and Exec VP at JE ROBERT CO INC. He has worked as Board Member at North East Insurance. Jonathan studied at University of Pennsylvania and Harvard University.