Management team

Rhett Trees


Rhett Trees is the Founder, Chief Executive Officer and Chief Compliance Officer at Seneca Capital Partners and its affiliates.  

From 2013-2017, Rhett was an Equity Partner at Caddis Capital Investments, the sponsor of Trico Fund III, an over-subscribed equity vehicle levered to $75 million, that sold most of the Fund assets to Blackstone in 2019. Trico III qualified as one of the Top 70 Largest Mobile Home Community Owners in the US.  Caddis Capital Investments is a diversified private equity firm with a charter to own and operate income-oriented assets spanning multiple sectors including: mobile home communities, self-storage, student housing and parking assets.  

During 2012, Rhett was a Principal at The True Life Companies, a diversified group of real estate companies whose primary mission was to be the premier provider of lots and land to America’s homebuilders. When he departed, the firm had $100 million invested across 15 projects.  

As the COO at THE PGA TOUR CLUB from 2010-2012, he was responsible for their portfolio of luxury homes, golf courses, resorts and golf academies.  

Spanning 2008-2010, Rhett was a Vice President at 1-800-PACK-RAT, the nation’s 2nd largest mobile self-storage company, where he was actively involved as an investor and a member of the senior management team that orchestrated the multi-million-dollar franchise consolidation and corresponding $92 million strategic sale to Waste Management.  

From 2003-2008, Rhett was one of the first 20 employees at Exclusive Resorts where he was an instrumental sales executive as the company grew from seed-capital to a disposition event with Steve Case, the Founder of AOL. During his tenure, Rhett closed over $100 million in deals and the company grew to $1.4 billion in assets under management.  

Rhett graduated from the Kelley School of Business at Indiana University with a double major in Marketing and Entrepreneurial Management. He completed the Real Estate Executive Program at Harvard Business School and finished his overseas studies at the University of London in England. Rhett sits on several for-profit and not-for-profit boards including the Kelley School of Business Alumni Board at Indiana University, ACE Scholarships and Levitt Pavilion. When he’s not working, Rhett enjoys fly fishing, scuba diving, cycling, golf and spending time with his wife, Lindsey, and their 2 young children.  


Paul Luber


Paul Luber currently serves as the Chief Operating Officer for Seneca Capital Partners.  His profitable accomplishments span the entire commercial real estate investment cycle including: acquisitions & capital raising; ground-up development & redevelopment of existing properties, leasing & portfolio operations optimization and dispositions across multiple product types including office, retail, industrial, multifamily, senior housing, land, self-storage and mobile home communities. Growing up, Paul worked in the family land development and construction business.  

Spanning from 1981-1993 at Clark Construction, Development Resources Inc. and Radnor Corp. in Washington, DC, Paul managed the development and construction (including field supervision) of large-scale complex, mixed-use urban projects with costs in excess of $200 million. Projects included hotels, office buildings and embassies.  

From 1993-1998 as AVP of Real Estate Investments and Corporate Real Estate at PMA Insurance, Paul repositioned a $70 million portfolio & relocated two headquarters buildings.  

At Ernst & Young from 1998-2001 and Ascent Capital Partners from 2008-2013, Paul successfully organized and led highly effective acquisition due diligence teams for millions of square feet of office & retail and thousands of doors of multifamily units on behalf of private equity and pension funds.  

While a member of NorthMarq Capital and Ascent Capital Partners from 2013-2016, Paul sourced in excess of $100 million of private placement and joint venture equity and originating debt.  

Between 2007 and 2008, as President of Starr Realty, an affiliate of AIG, Paul drove portfolio value optimization efforts which increased the value of a 1.4 million square feet Colorado office and retail portfolio from $110 million to $170 million.  

Paul grew up in Syracuse, NY and he was recognized for academic achievements while earning Bachelor degrees in Architecture, Structural Engineering and a Masters in Commercial Real Estate. His professional credentials have included registered Professional Engineer (Structural), licensed Real Estate Broker and FINRA securities licenses for real estate private placements (expired). In his free time, Paul enjoys alpine & backcountry skiing, hiking and spending time in the high country with his wife April and his son Daniel, a recent college graduate.

Larry Nelson


Larry Nelson currently serves as the Director of Asset Management for Seneca Capital Partners. Mr. Nelson is responsible for all daily operating activities for the Assets Under Management within the Seneca portfolio.

Prior to joining Seneca Capital Partners, Mr. Nelson served for 6 years as the Vice-President of Operations for the Farrell-Roeh Group, a Denver-based private family investment office primarily engaged in the ownership and operation of Manufactured Housing Communities (“MHC”). Mr. Nelson was primarily in charge of operating FR Communities, an 11-community MHC portfolio located in 5 states, as well as managing FR Homes, a direct affiliate that purchased, maintained, rented, and sold Manufactured Homes. This $30,000,000 portfolio of homes approached 1,000 units. Additionally, Mr. Nelson was directly responsible for all capital expenditure and infrastructure development projects, and he had direct oversight responsibility for all corporate legal and risk management matters. Finally, he led all CMBS and Agency financing activities.

Before that, Mr. Nelson owned and operated Aztec Homes, a residential in-fill builder located in Scottsdale, Arizona. Projects ranged in size from single lot custom homes to small subdivisions and multi-story condominium/townhome buildings. Aztec Homes designed, engineered, and constructed all horizontal and vertical development phases.

Mr. Nelson earned a Bachelor of Science Degree in Accountancy from San Diego State University and is actively licensed as a Certified Public Accountant in Colorado and Arizona for the last 35 years.  Additionally, he is Certified in Financial Forensics by the AICPA, is a Chartered Global Management Accountant, and is a Certified Fraud Examiner. Early in his career, Mr. Nelson worked at Deloitte where he was an auditor for Oil & Gas issuers and at PricewaterhouseCoopers where he provided litigation support services.

Mr. Nelson routinely volunteers at Habitat for Humanity and for various faith-based food distribution and serving organizations and previously served as the Denver Controller for Court Appointed Special Advocates (CASA) serving victims of child abuse and neglect. When not at home with his twin Golden Retrievers, Mr. Nelson and his wife enjoy touring the United States on their motorcycle. They are parents of 6 grown children.

Advisory Board

Rush Harvey


Rush Harvey joined the Texas A&M Foundation in February 2018 and currently serves as Director of Investments. 

Mr. Harvey previously served as Director of Investments at the KSU Foundation in Manhattan, KS. In this role, he worked in conjunction with the Chief Investment Officer in managing endowed and expendable assets on behalf of Kansas State University and various related institutions. Mr. Harvey’s responsibilities included portfolio construction, investment manager research, risk management, and overseeing the investment process utilized by the KSU Foundation investment team. Mr. Harvey joined the KSU Foundation in June 2013. 

Prior to joining the KSU Foundation, Mr. Harvey was a Vice President/Research Project Manager/Senior Investment Analyst at Envestnet | Prima in Denver, CO. In this role, Mr. Harvey managed the workload and day-to-day responsibilities of an 11 member investment research team which was responsible for the selection and monitoring of investment managers across all public global asset classes. Mr. Harvey was directly responsible for performing due diligence on Natural Resources, REIT, Commodities, All Cap Equity, Asset Allocation, and Alternative asset managers. Mr. Harvey also assisted the Chief Research Officer in managing Target Date and Target Risk portfolios on behalf of clients. Mr. Harvey joined Envestnet | Prima in January 2008. 

Prior to joining Envestnet | Prima, Mr. Harvey served as a Research Analyst for MQ Capital in Dallas, TX. In this role, Mr. Harvey assisted in developing equity trading models for firm’s multi-strategy hedge fund and also performed investment manager research and due diligence for the firm’s high net worth clients. Mr. Harvey joined MQ Capital in 2007. 

Prior to joining MQ Capital, Mr. Harvey served as a Dividend Analyst at Penson Financial Services in Dallas, TX, which he joined in 2006. 

Mr. Harvey is a Chartered Market Technician and Chartered Alternative Investment Analyst. Mr. Harvey graduated from Oklahoma State University with a Bachelor’s of Science Degree in Finance and Commercial Bank Management, with a minor in Accounting. Mr. Harvey received a Master’s of Science Degree in Security Analysis and Portfolio Management from Creighton University.

Conway Schatz


Conway J. Schatz currently serves as Executive Vice President and Chief Investment Officer of Hexagon, a private equity firm heavily concentrated in real estate, natural resources, and venture/growth capital. Mr. Schatz has served as a Director to the boards of both public and private companies in industries including real estate, hospitality, energy and mining. Additionally, he has served as the Chair of various Audit, Investment, and Executive Compensation committees.  

Prior to 1998, Mr. Schatz worked in the Business Advisory/Audit division of Arthur Andersen, LLLP, with clients in the oil and gas, light manufacturing, construction, financial services, real estate, cable and technology industries. 

Mr. Schatz received dual Bachelor of Science degrees in Finance and Accounting from Minnesota State University and went on to become a licensed Certified Public Accountant in the State of Colorado. Thereafter, he also earned an Executive Masters of Business Administration (MBA) and a Masters of Science in Real Estate Development and Construction Management, each from the University of Denver, Daniels College of Business.  As an invited member to both Beta Gamma Sigma Society and Alpha Sigma Gamma Society, Mr. Schatz has been recognized for his academic performance in higher education.

Mr. Schatz belongs to several professional, civic and philanthropic organizations, such as the Burns Society, Quarterly Forum, Alliance for Choice in Education “ACE” and the Challenge Foundation. He has resided in Colorado for over 25 years, where he and his wife are raising their two daughters. 

Jason Gaede


Jason Gaede is the Vice President of Capital Strategy for Stonebridge Companies and leads the single-family office for the founders of Stonebridge. He began working for Stonebridge in 2015 and is responsible for managing the investment portfolio (both direct and fund investments) and non-investment related services for the family office. He also participates in the debt and equity capital strategy for the company’s hotel portfolio. 

Prior to Stonebridge, Jason led the investment efforts for a large multi-family office based in Denver. Earlier in his career he worked in corporate development for EchoStar Technologies and has experience in both investment banking and private equity. 

Jason received his MBA from the University of Virginia’s Darden School of Business and is a graduate of Texas Christian University. He sits on various non-profit boards in the Denver community that are primarily focused on education. Jason and his wife Rachel live in Denver and enjoy the thriving food scene in the city, visiting the mountains and traveling as much as possible. 

Raphael Martorello


Raphael ("Raph") Martorello serves as Managing Partner for LotusGroup Advisors (“LGA”) and LotusGroup Capital (“LGC”). LGA is a Denver-based RIA with a specialty in behavioral investment guidance, tactical public investing and private investment placements. 


Raph holds a Bachelor of Science in Mechanical Engineering with a Minor in Economics from the University of Virginia. He also is an avid golfer, soccer player and community contributor sitting on a number of non-profit boards or development committees. Raph enjoys spending time with his wife and two children.

Joel Arbuckle


Joel Arbuckle is the Director of Real Estate Operations for Riverbend Management, overseeing all new investment and asset management activities for the firm. 

Joel began working in the real estate industry in 1996 and has worked in a number of capacities, including acquisitions, asset management and portfolio management for investment advisory firms based in Chicago and Los Angeles, and a family office based in Denver. Joel graduated from Brigham Young University with a B.S. in Business Management and Finance, and received his M.B.A. from the J.L. Kellogg Graduate School of Management at Northwestern University.