Client work

Meet The Team

Our executive leadership team represents decades of hands-on industry experience.

Client work

Meet The Team

Our executive leadership team represents decades of hands-on industry experience.

Client work

Meet The Team

Our executive leadership team represents decades of hands-on industry experience.

David Gravelle

Managing Director, Head of Administration and Registered In-House Counsel

As Head of Administration and Registered In-House Counsel, Dave plays a pivotal role in driving the firm’s strategic initiatives and overseeing its day-to-day operations, leveraging his 25 years of experience in legal/compliance, administration, and operational management. Previously, he was a Managing Director and Chief Operating Officer at George Smith Partners in Los Angeles. He has also held several key positions at prominent financial institutions and professional services firms.

In early 2020, Dave was a Senior Compliance Officer at Wells Fargo in the Commercial Bank Division, where he ensured adherence to regulatory standards and implemented robust compliance programs. In 2017, David played an instrumental role for Goldman when they acquired Genesis Capital, serving as the Chief Compliance Officer and Chief Administrative Officer for Genesis where he forged relationships with the leadership team while managing compliance risk and streamlining administrative functions to support the Genesis’s global operations. Prior to 2017 David served as the Senior Compliance Officer for Goldman Sachs covering the Investment Banking and Private Wealth Management Divisions. David was also a corporate attorney at Fried, Frank, Harris, Shriver, and Jacobson. David began his career as a process consulting at Ernst & Young. 

Dave holds a Bachelor of Science in Economics from The Pennsylvania State University and a Juris Doctor from Fordham University School of Law. David is barred in New York and also registered as in-house counsel in California. 

Meet other team members

Our executive leadership team represents decades of hands-on industry experience

Robert Wasmund

Robert Wasmund

Chief Executive Officer

Robert Wasmund

Robert Wasmund

Chief Executive Officer

Robert Wasmund

Robert Wasmund

Chief Executive Officer

Donna Grissom

Head of Sales

Donna Grissom

Head of Sales

Donna Grissom

Head of Sales

Kerri Brouilette

Chief Credit Officer

Kerri Brouilette

Chief Credit Officer

Kerri Brouilette

Chief Credit Officer

Matt Ediger

Head of Construction

Matt Ediger

Head of Construction

Matt Ediger

Head of Construction

Mary-Jo

Mary-Jo Gagliardi

Head of Human Resources

Mary-Jo

Mary-Jo Gagliardi

Head of Human Resources

Mary-Jo

Mary-Jo Gagliardi

Head of Human Resources

Augusto Giancola

Head of Operations

Augusto Giancola

Head of Operations

Augusto Giancola

Head of Operations

David Hada

Chief Financial Officer

David Hada

Chief Financial Officer

David Hada

Chief Financial Officer

15821 Ventura Boulevard, Suite 135 Encino, CA 91436

NMLS ID: 2533498

15821 Ventura Boulevard, Suite 135 Encino, CA 91436

NMLS ID: 2533498

15821 Ventura Boulevard, Suite 135 Encino, CA 91436

NMLS ID: 2533498