David Griggs – Principal
Consulted on a $30 million deal for Cerberus Capital to acquire an existing mortgage originator and establish a new mortgage company called First Key.
Consulted for Goldman Sachs Liberty Harbor Fund to establish an independent servicer in the residential mortgage space. The Liberty Harbor Fund is a $4.6 billion fund which invests in mortgages and mortgage-related securities.
President of Aegis Funding Corporation. David was responsible for overseeing 5 Regional Operation Centers throughout the U.S. and 953 employees which included an Operational Staff of 445, 5 Divisional Vice-Presidents, 38 Sales.
Managers and 456 Account Executives. These operations produced over $8.4 billion in annual volume.
Senior Vice-President of CountryWide’s Eastern Division. David built the division from the ground up and it ended up including over 355 employees and generating $6.12 billion in annual volume. Increased monthly closed loan volume from $118 million to $305 million.
Regional Vice-President of New Century Mortgage. David managed a staff of 135. He increased annual loan volume from $361 million to $951 million.
Steven Emsley - Director of Business Development
Steven has over 15 years of experience as a Financial Advisor where his client base included a combination of both individuals and corporations. Steven’s main responsibilities included Money Management, Asset Allocation & Risk Management Goal Monitoring and Realignment. In addition, he developed, implemented and monitored written financial plans for his clients.
He has both a Series 7 license and a Florida Life Insurance including Variable Annuity license.
Steven has a Bachelor of Science Degree from La Salle University in Philadelphia where he majored in both Finance and Marketing.
He has an Accredited Wealth Management Advisor Certification from the Wharton Business School at the University of Pennsylvania.