30+ years of experience in commercial real estate, leveraged finance, and private equity as a lender, investment manager, portfolio manager, advisor, work-out consultant, and city planner. Clients have included domestic and offshore institutional investors, investment funds, hedge funds, high net worth investors, and private real estate companies. Clients have included investment banks, private funds, high net-worth individuals, and offshore investors.

Co-founded an investment boutique specializing in U.S. direct investments and investment advice (real estate, venture capital, trade finance, and equipment leasing) for offshore investors. The investors were primarily Middle Eastern and involved some of the earliest Islamic transactions in the US. Provided direct investment and advisory services and consulting on project management, construction inspections, due diligence, management and operations analysis, and workouts.

Substantially re-established the Real Estate Investment Group including staffing; underwriting standards, procedures, and documentation; portfolio and loan management; established a joint venture development program, a national origination network, the first national property management “sweeping” cash management system, and increased the portfolio from $100 million to over $1 billion.

AVP in RIAS a wholly-owned subsidiary of the bank that directed equity investments by the asset management and trust groups and advised offshore investors on US real estate and in RIBG was the real estate arm of the Investment Banking Group.

I was involved in excess of $500,000,000 in transactions including structuring a major masterlease/purchase option/debt financing on a New York office property and the re-positioning and sale of an Ohio office park at a substantial, short-term profit.

Worked on the redevelopment of the Jersey City “Gold Coast” – Exchange Place, Liberty Park, Newport City and light rail system including the initial planning, funding, and developments. Responsible for funding approximately 70% of the City’s non-education budge via CDBG program. Was liaison with HUD and with various community groups. Served on the statewide transportation planning committee and on a Gubernatorial Conference on Housing.