Brandon Fitzpatrick, CFA
CHIEF EXECUTIVE OFFICER
As chief executive officer, Brandon oversees all operations of the firm. Brandon holds a BA from Brown University, a master’s in international relations from University of California-San Diego, and a master’s in economics from the University of Miami. He has taught courses in economics at the University of Miami, statistics at Boise State University, and finance at Pacific University. Additionally, Brandon has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute.
Casey has over 18 years of experience in the real estate industry and is a commercial mortgage portfolio manager at DBF. He is chair of the Mortgage Investment Committee and oversees management of loan servicing. Casey holds a BA in business administration from the College of Idaho.
Justin Packard, CFA
Justin oversees the daily operations of the fixed income team at DBF. Justin holds a BA in finance from the University of Washington. He has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute.
COMMERCIAL MORTGAGE OPERATIONS ASSISTANT
Angelina works in our commercial mortgage department, providing key support to managers. She has over 8 years of experience in the real estate industry and holds an AS from the Art Institute of Pittsburgh.
Muharem works as an analyst, providing assistance and analysis for our equity and fixed income portfolio managers. He holds a BS in business administration/international business from American InterContinental University.
Tyler is an analyst in our fixed income department. Tyler holds a BA in business administration and finance from the College of Idaho.
Kai is an analyst in our fixed income department. She holds a BA in economics from the University of Hong Kong and master’s in economics from the University of Birmingham, UK.
Thomas works as an analyst, providing assistance and analysis for our equity portfolio manager. He holds a BSc in economics from Kings College London.
VP OF OPERATIONS
As VP of operations, Terri manages the day-to-day operations of the firm. In addition, she serves as a key member of the due diligence team overseeing the Commercial Mortgage Strategy’s servicing program. Terri holds a BS in business administration from the University of Phoenix.
Tom Walker, CSCP
CHIEF COMPLIANCE OFFICER
As chief compliance officer, Tom maintains firm compliance with regulatory agencies. Tom holds a BA in history from George Fox University and a Juris Doctorate in Law from Willamette University College of Law. Additionally, Tom has earned the right to use the Certified Securities Compliance Professional (CSCP) designation from the National Society of Compliance Professionals.
Oksana is an assistant in our operations department. She provides key assistance with day-to-day operations of the firm and services commercial mortgage loans for the fixed income department. Oksana holds an AA in business from American River College.