Founder / Finance
David oversees finance, investment analysis, and strategic initiatives with financial institutions.
Managing Director / Operations
Melissa oversees company- and fund-level operations, transaction due-diligence and loan servicing.
Senior Controller / Finance
Samantha is responsible for co-heading the finance department and fund administration.
Vice President / Debt Origination
Patty leads debt origination initiatives across the Greater Northeast Region.
Senior Analyst / Debt Origination
Alex is responsible for transaction origination, financial modeling and analysis and deal underwriting.
Associate / Operations & Servicing
Mona supports company- and fund-level operations as well as loan servicing.
Junior Accountant / Finance
Winn is responsible for company- and fund-level accounting functions.
General Counsel / Legal
Margaret is responsible for company-, fund-, and transactional-level legal work, human resources and policies.
Managing Director / Investor Relations
Sharon is responsible for investor relations, fund performance analysis, marketing and fundraising.
Creative Director / Marketing
Jay is responsible for corporate communications, public relations, digital marketing and branding.
Associate / Investor Relations
Kara is responsible for investor relations, fund performance analysis, marketing and fundraising.