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Experience · 12 entries
All (12)
Investments (9)
Board (9)
2024
Board Member
Feb 2024
Merritt is one of California’s leading nonprofit affordable housing funders. We invest in affordable housing and people to build a stronger California. For more than 30 years we have been a trusted partner, investing more than $1.2 billion creating over 11,000 affordable homes across California. We are dedicated to working with mission-aligned developers and funders to make the most challenging affordable housing projects possible, where everyone has a home in a community where they can thrive. We do this by offering terms that meet project needs today and foster preservation of affordability for tomorrow.
Merritt is the west coast member of the National Association of State and Local Equity Funds (NASLEF), providing exceptional service to investors, developers and consultants of LIHTC affordable housing properties.
- Financed over 11,000 units of affordable housing throughout California
- Assist investors, such as banks or corporations, meet community impact and CRA investment goals
- Work with highly regarded and well-respected mission-oriented CA developer sponsors
2023
C
CHICAGO METROPOLITAN HOUSING DEVELOPMENT CORPORATION
Board Member
2023
2021
Board Member
Oct 2021
Pangea Properties (REIT) is a real estate investment and management company with its headquarters located in Chicago’s West Loop neighborhood. Our mission is to be the most respected and diversified real estate company through unparalleled dedication and results for our residents, partners, and ourselves. We are accomplishing our mission by incorporating technology and excellent customer service to all units under management. Our mission began in late 2008 and we have since invested over $430 million into 13,000+ apartment units throughout Chicago, Indianapolis, and Baltimore. We are passionate about what we do, and we expect candidates to be like-minded and motivated about getting things done.
2013
Managing Director, Commercial Real Estate
Nov 2013
At BMO, banking is our personal commitment to helping people at every stage of their financial lives.
The truth is, people’s needs change: so we change too. But we never change who we are. Which means we’ll never waiver from providing our customers the best possible banking experience in the industry.
Our incredible team of over 10,000 people, 600 plus branches and 1300 ATMs, are just the tip of the iceberg. You should get to know us. We’re here to help.
Our social media terms of use: https://www.bmo.com/socialmediatermsofuse
BMO is a trade name used in the United States by BMO Bank N.A. Member FDIC.
Managing Director, Community Capital Solutions
Nov 2013
Businesses of all types need a financial partner, one that serves as your trusted adviser in addition to structuring a loan or managing your cash flow. Our clients feel the difference when they work with us. We listen to your needs, your goals and objectives, we work alongside you to understand your business' unique demands. You can be confident we’ll be there to help you develop a strategic financing plan and bring you knowledge and insights to help you and your business succeed.
As part of BMO Financial Group, a highly diversified financial services provider - the 8th largest bank, by assets, in North America, BMO Commercial Bank will support you and your business with the resources and strength of a bank with global capabilities, as well as the local knowledge to customize solutions to fit your distinct requirements.
To learn more about how we can help, visit commercial.bmo.com.
BMO Commercial Bank is a trade name of, in Canada, Bank of Montreal, and in the U.S., of BMO Harris Bank N.A.
Headquarter locations: Chicago, IL and Toronto, ON
Show all 12 entries ↓
Investment activity
1999–2024 · 9 investments
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