Chief Investment Officer
Joe brings over 35 years of experience as a financial and operational executive in public and private companies. Joe’s industry experience has principally been in the real estate lending ad real estate development sectors.Hi early career included stints as a Senior Financial Executive for private and public builders and developers of substantial size, where his principal responsibilities included negotiating complex loans and managing relationships with lenders.
Joe was Chief Financial Officer of Bridge Financial Corporation, a hard money lender, and its publicly traded parent NZ Corporation. For six years Joe was Chief Administrative Officer of and a consultant to IMH, a hard money lender organized as a Regulation D offering with a $750 million loan portfolio which focused principally on the Southwest.
At NZ and IMH, Joe’s responsibilities included general management, loan committee, workouts and foreclosures, SEC and other securities-related work, compliance, external reporting, and investor relations. Since 2015 Joe has been Managing Director of Real Estate Finance for DPG Investments, a multistrategy merchant banking firm based in Arizona. As a consultant to lenders, attorneys, and business owners, Joe’s consulting assignments have included asset management, forensic financial investigation, financial analysis, underwriting, creditor’s rights matters,
and expert testimony.
Joe has operational and financial experience in several industries including but not limited to land development, homebuilding, offices, health clubs, restaurants, hospitality, property management, retail, healthcare, food manufacturing, dance and fine arts.