Will Shurtleff - EVP/COO
As Southern Community Capital's Executive Vice President/Chief Operating Officer and Trustmark's Tax Credit Administrator, Will Shurtleff leads the development, management, and administration of Trustmark's tax credit investment program. He has responsibility for the management of the daily operations related to a portfolio of tax credit investments, including transaction structuring and financial modeling, negotiating, monitoring, compliance, and performance reporting; provides recommendations and advises senior management on various tax credit investment opportunities in the areas of NMTCs, LIHTCs, Historic Tax Credits, etc., in conjunction with the Bank's CRA and economic development activities; and assures that Trustmark's tax credit investments comply with federal and state statutes, regulations, and internal policies.
Since joining Trustmark in 2004, Will has held several positions within the Bank, including Credit Analysis Officer and Assistant Vice President in Commercial Real Estate. Will holds a BBA and MBA from Mississippi College and is a graduate of the Mississippi School of Banking. He and his family attend First Ridgeland Baptist Church, where he is a Deacon and Lifegroup leader.
Jessica Horner - Vice President
Serving as both Vice President of Southern Community Capital and Trustmark’s Tax Credit Portfolio Manager, Jessica Horner manages the day-to-day operations of the tax credit investment portfolio, which includes servicing, profitability, compliance, and ongoing community impact. Jessica is also responsible for monitoring revenue production for SCC as well as analyzing potential projects to insure that all allocation agreement requirements are met.
Jessica has been in the banking industry for approximately 13 years holding various positions within the industry. Since she joined Trustmark in 2012, she has been an analyst for both Bank Secrecy Act Administration and Credit Administration, where she became a Credit Officer in 2015. She graduated from Mississippi College with a BS in Accounting.
Community Advisory Board
Mr. Walker is a graduate of Tennessee State University with a degree in Zoology. He also holds a Master’s Degree in Public Administration from the University of Illinois in Springfield, Illinois, and has done additional study in Education Administration at Southern Illinois University in Edwardsville, Illinois. He previously taught Science and Mathematics in the East St. Louis, Illinois, school system and was a founding member of the East St. Louis Community Federal Credit Union, where he also served on its Board of Directors.
He is founder of the 100 Black Men of Jackson, allowing him to mentor students and share his entrepreneurial skills. He is a past Chairman of the Metro Chamber of Commerce, past Chairman of the Board of the United Way of the Metro Area, and currently serves as Chair of the Board of Trustees of Tougaloo College. He is a member of the Board of Directors for Trustmark National Bank and a former board member for Junior Achievement of Mississippi. Other board affiliations include the Hinds County Economic Development District, The College of Business at Jackson State University, St. Dominic Hospital, Jackson Convention and Visitors Bureau, and Advisory Board for Entergy Mississippi, among others.
Primus Wheeler, Jr., is currently the Executive Director of the Jackson Medical Mall Foundation in Jackson, Mississippi. Since accepting the position in 2001, Mr. Wheeler has overseen various responsibilities in this capacity, with the primary charge of managing the Jackson Medical Mall facility. The facility is a one-of-a-kind comprehensive healthcare facility providing human, cultural, and healthcare services to more than 200,000 clients per year.
A graduate of Tougaloo College and Jackson State University, Mr. Wheeler is currently a member of many professional and community organizations including Life Member, Tougaloo National Alumni Association, the American Association for Respiratory Care, The National Board for Respiratory Care, Rotary Club of Jackson, Mississippi Association of Medical Equipment Suppliers, and 100 Black Men of Jackson. He also serves on the Boards of Operation Shoestring and the Voice of Calvary Family Health Center and is currently Chairman of the Board of Trustees at Cade Chapel M. B. Church.
John Hendrix, a graduate of Millsaps College and Duke University, is the Director of Economic Development for the Mississippi Band of Choctaw Indians. In this position, he is responsible for creating and implementing the strategic economic development plan for the Mississippi Choctaws, which includes investment analysis, industrial recruitment, retail/commercial development, and small business development. During his 21-year tenure with the Tribe, Mr. Hendrix has participated in the development and start-up of many tribally-owned companies, representing an investment of more than $500 million. He has participated in a wide range of project financing including traditional loans, loan guarantees, grants, and New Markets Tax Credit financing. In 2003 he became a Certified Economic Developer (CEcD) by the International Economic Development Council as well as an Economic Development Finance Professional (EDFP) by the National Development Council.
Tony Jeff serves as the President and CEO for Innovate Mississippi. He previously served as Innovate Mississippi’s Vice President and COO and the director of the Center for Entrepreneurship & Innovation, where he coordinated Innovate Mississippi’s work with entrepreneurs to bring their innovations successfully to market. In this position, he coached more than 800 entrepreneurial ventures and consulted with companies that successfully raised more than $130 million in private equity financing. He also previously held the positions of director of the Mississippi Alternative Energy Enterprise and director of the Manufacturing Extension Partnership of Mississippi (MEP.ms).
In addition to his corporate experience, Mr. Jeff has started two businesses – one around a patent he co-invented and successfully brought to market. He was also a student of Japanese language and a member of the Foreign Teaching Staff of AEON Corporation in Tokyo, Japan.
He earned a Bachelor of Science in industrial engineering from Mississippi State University. He received an MBA from the Kellogg School of Management and a Masters of Engineering from the McCormick School of Engineering at Northwestern University through the Masters of Management and Manufacturing Program.
Steffani Jenkins is First Vice President and Director of Community Development for Trustmark National Bank. She is responsible for the bank’s CRA efforts in Alabama, Florida, Mississippi, Tennessee, and Texas.
A graduate of Mississippi State University, Ms. Jenkins currently serves on the Board of Directors for Housing Education and Economic Development, Mississippi Jumpstart Coalition, Habitat for Humanity’s Advisory Board, the Jackson Medical Mall Foundation, and Midtown Partners. She has over 16 years of experience in Community Development.
Henry O'Connor is with the law firm of Jones Walker and currently serves as Special Counsel in the Firm's Business & Commercial Transactions Practice Group in Mobile, Alabama. Prior to joining Jones Walker, he served as President of the Mobile market for Trustmark National Bank.
Mr. O'Connor holds a J.D. from the University of Virginia School of Law and a bachelor's degree in government from Dartmouth College.
Since arriving in Mobile in 2006, Henry has volunteered his leadership with several community organizations including the Mobile Chamber of Commerce and the Community of Foundation of South Alabama, and he currently serves as a board member of the Mobile Area Education Foundation and the United Way of Southwest Alabama. He is also a graduate of the Leadership Alabama program.
Rebecca Byrne serves as President/CEO of The Community Foundation of South Alabama after serving as Executive Director of United Way of Baldwin County for the past several years.
She has served in leadership roles for numerous civic, cultural, and church organizations including serving as Chair of the Mobile Public Library, Beckwith Camp and Conference Center, and Baldwin County Trailblazers. In addition, she has been a member of the Thomas Hospital Foundation, Alabama Archives and History Foundation, Mobile Historic Development Commission, and other area arts and education organizations. In 2005, Thomas Hospital honored her with one of their Women’s Best Awards, the Motivator Award, for her contribution to arts education. She is a Paul Harris Fellow of the Rotary Club, a graduate of Leadership Alabama, and presently serves on the Alabama Literacy Alliance Board.
Keenan Yates is the Manager of Lending Resources at Habitat for Humanity International (HFHI), where he supports HFHI’s efforts to attract and deploy private capital and grant funding to accelerate the production of affordable housing. He oversees the administration and programmatic aspects of HFHI’s structured lending program (FlexCAP) along with the New Markets Tax Credit and Capital Magnet Fund programs. His responsibilities specifically include transaction structuring and execution, compliance and reporting, and ongoing portfolio management. Prior to HFHI, he served as Project Manager of a condominium development at the Atlanta BeltLine, Inc.
Mr. Yates earned a Bachelor of Arts in Finance from Morehouse College and a Master of City and Regional Planning from Georgia Tech. He currently resides in Atlanta, Georgia, where he engages with youth and his community as a team leader on HFHI’s high school Learn and Build Experience trip and as a volunteer with the United Way and Habitat for Humanity. He is also a graduate of the LEAD Atlanta program.
SCC has retained EquityPlus, a privately-held financial services firm based in Madison, Mississippi, to help facilitate and close complex transactions. EquityPlus specializes in structuring transactions that are safe for NMTC investors while maximizing the NMTC benefits for the end-user. The principals of EquityPlus have extensive knowledge in the areas of direct investing, real estate development, QALICB management, and working to simplify debt and equity financings. EquityPlus is hands-on during all phases of a project — from initial inception through post-closing NMTC compliance.
The principals of EquityPlus have developed more than $100 million in real estate projects, closed more than $100 million in NMTC projects and $200 million in LIHTC projects, and currently manage ongoing NMTC compliance responsibilities for $52 million in NMTC allocation.
University Park at Jackson State University in Jackson, Mississippi, is a mixed-used facility containing 78 residential units.