Our Mission: Purpose Driven
SANTÉ is a purpose-driven company working to positively impact the next generation by investing in money making real estate.
Through our development of extremely effective acquisitions, deal structuring and asset management processes, SANTÉ manages numerous highly profitable real estate investment funds and is seeing a rapid growth in its institutional investor base; while offering greater secured returns to investors and extending our commitment to contribute to global funding of Rett Syndrome therapies, treatments, & ultimately a cure.
Key Executives
Jim Small
Executive Chairman
As the founder, former CEO, and now Executive Chairman of SANTÉ Investments, Mr. Small is responsible for setting the firm’s mission, vision, and strategic direction as an innovative real estate private equity company. Mr. Small’s background includes numerous executive and advisory roles with family-controlled businesses and operations. Prior to starting SANTÉ Investments, he founded, ran, and sold his property management company that managed over $2.5 billion of assets in U.S.
He holds an active Arizona Real Estate Broker’s license as well as holding the Equity Marketing Specialist™ designation from the National Council of Exchangors. He is also an Associate Member of the Institute of Real Estate Management (IREM).
Mr. Small previously served as an executive for the world’s largest corporate consulting firm, Accenture, while living in the United States and Europe while achieving performance rankings in the top 5% of his cohort. His educational background includes an MBA from Thunderbird International School of Management where he graduated with honors and a bachelor’s degree from Arizona State University (cum laude).
Mr. Small’s professional accomplishments also include the “Top 35 Under 35′′Arizona Republic Entrepreneurial Award and the “Top 40 Under 40′′ Phoenix Business Journal Leadership Award. He is also an active member of the Young Presidents’ Organization (YPO). He has also completed real estate focused Executive Education at Harvard Business School (HBS).
Jeremy Guay
As CIO, Mr. Guay is responsible for overseeing the investment strategy and execution for the firm, including overseeing the Investment Committee. Mr. Guay’s background includes multiple entrepreneurial startups, a principle in a business process consulting firm, serving enterprise level and Fortune 500 companies, currency arbitrage, and also a principle in a multi-state real estate investment firm specializing in multi-family acquisitions and management.
Mr. Guay’s educational background includes the Executive Education Program from the Wharton School of Business, FINRA Series 65 and 82 (In Process) licenses, Arizona Real Estate License, and a Bachelors Degree from Arizona State University.
Mr. Guay has significant experience in designing and implementing data analysis systems, which combined with over twenty years of real estate investment experience, gives SANTÉ Investments an effective strategic investment strategy.
Anessa York
Chief Operating Officer
As COO of SANTÉ Investments, Ms. York is responsible for firm-wide executive management, strategy, and driving operational excellence. Ms. York enables the success of the firm’s property portfolios through a laser focus on cash and treasury management, human resources, and IT functions.
Prior to taking the helm as COO, Ms. York was a Project Consultant and then Company Integrator, where her relentless focus on unlocking client value led to her current role and she has been the steward of executing the company’s mission and vision ever since.
She holds an active Arizona Real Estate License for nearly a decade, an Arizona Notary License for over two decades and her educational background includes a bachelor’s degree from the W.P. Carey School of Business at Arizona State University (cum laude) with a minor emphasis in political science.
Raised by entrepreneurs, Ms. York is fueled by adding value to the marketplace and businesses and is also the Founder of Ask Anessa, a boutique lifestyle management and concierge company.
Ms. York’s personal accomplishments include becoming the adoptive mother of three teenagers from the Arizona foster care system and strives to create the best memories both at home and while showing them life in traveling. A lifetime member of Tempe Sister Cities, Ms. York believes in the powerful responsibility to promote peace through mutual respect, understanding and cooperation and is committed to creating a life in which everyone around her grows and succeeds at their highest level.
Steve Doll
Chief Financial Officer
As the Chief Financial Officer at SANTÉ Investments, Mr. Doll is responsible for accurate and timely financial reporting, modeling, and our fundraising efforts. Mr. Doll serves as a member of the SANTÉ Executive Team and Investment Committee.
Mr. Doll has extensive capital-raising, financial reporting, and business development experience – including twelve years with Credit Suisse as an investment banker combined with ten years as an operating company CFO/CPA, and four years of “Big 4” public accounting experience.
JASON LIU
Chief Development Officer
As the CDO of SANTÉ, Mr. Liu leads global capital raising efforts for the firm. Mr. Liu has a distinguished track record extending through two decades at leading international firms.
Prior to SANTÉ, Mr. Liu was a Partner at AmCap, a nationwide leader of grocery anchored retail centers. During his decade long tenure, he transformed the firm’s institutional capital profile from a family property management firm to a nationwide necessity retail leader with a 15 state presence and ten-figure-aum. Most recently, he led Global Capital Markets at LAM, a storied family office that is now the largest hotel owner in NYC. He started his career at Procter & Gamble, where he was the youngest regional sales and marketing team leader in the firm’s history dating to 1837. Mr. Liu holds a MBA from MIT Sloan School of Management, a Bachelor of Science degree from Cornell University, and was a visiting student at Oxford University- St Catherine’s College. He is trained in nine languages.
Mr. Liu also has a non profit background, and is a former Global Leadership Fellow at the World Economic Forum (Davos). During his Swiss tenure, he formed public private partnerships with governments and led China’s first major international alliance for Tuberculosis and HIV/AIDS. His commitment to contribute meaningfully to global health challenges continues now at SANTE.