Our greatest asset is our people.
We are deeply committed to our clients’ best interest, well-being & success.
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Dan Lyons
Managing Partner and President
(978) 283-9208 • [email protected]
Dan Lyons joined Rockport Mortgage Company in 1996 and is now the Managing Partner and President of the firm, bringing over 30 years of combined HUD and mortgage lending experience to Rockport’s clients.
Dan participates in all phases of loan origination, underwriting, deal structuring, processing and closing, with core expertise in market-rate and affordable rental housing. He also specializes in the restructuring/recapitalization of HUD assisted projects as well as in the financing of market rate rental housing. Through his career, Dan has closed over 700 transactions encompassing over $10 billion in project financing for Rockport.
A recognized national expert on affordable housing policy, Dan has participated on numerous panels sponsored by HUD and leading industry organizations, including the Mortgage Bankers Association, addressing the complex issues challenging this sector, as well as the multifamily housing and assisted living markets.
Starting his career at the Department of Housing and Urban Development (HUD), Dan’s responsibilities as a Multifamily Housing Representative included advising and coordinating all activities required of clients participating within Federal housing programs for new and rehabilitated properties, as well as assurance of compliance with the often-complex HUD regulations.
Dan manages a highly skilled and specialized team of professionals at Rockport, many of whom serve active roles in prominent industry groups, including the Mortgage Bankers Association (MBA), National Leased Housing Association (NLHA), and Institute for Responsible Housing Preservation (IRHP). Dan and his team are also actively involved with many HUD-focused regional groups including the Eastern Lender’s Association (ELA), Southeast Mortgagee Advisory Council (SMAC) and Southwest Mortgagee Advisory Council (SWAC).
Dan holds a B.A. in Political Science from Assumption College, Worcester, M.A. and an M.A. in Community and Economic Development from New Hampshire College, Manchester, NH.
Eric Lubershane
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Eric Lubershane
Executive Vice President & Partner
(978) 675-2003 • [email protected]
Eric Lubershane joined Rockport Mortgage in 2006 and is now an Executive Vice President & Partner. In this capacity Eric participates in all phases of deal structuring, with a primary focus on maintaining a responsive, high quality and efficient underwriting process as Rockport Mortgage continues to grow and expand its lending originations. Eric began his career in 1976 and has been a real estate appraiser and counselor for over thirty years. He specializes in multifamily residential properties, with a concentration in affordable and senior housing options.
Having worked for Dolben Appraisal and Consulting in the Boston area since 1978, Eric founded Lubershane Associates, Inc. in 1995. His appraisal and counseling assignments have encompassed over 500 multifamily properties with a valuation of over $3B.
Eric holds a B.S. in Psychology from the University of Illinois and has attended numerous seminars and educational programs, including those at the Harvard University School of Design and Professional Development and the Lincoln Institute of Land Policy. He has served as a faculty member in real estate appraising for the Appraisal Institute and for the Bentley College Real Estate Program.
Eric is a member of the Appraisal Institute (MAI), the Counselors of Real Estate (CRE), and has served on the Advisory Board of the Appraisal Journal.
Dan Lyons
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Dan Lyons
Managing Partner and President
(978) 283-9208 • [email protected]
Dan Lyons joined Rockport Mortgage Company in 1996 and is now the Managing Partner and President of the firm, bringing over 30 years of combined HUD and mortgage lending experience to Rockport’s clients.
Dan participates in all phases of loan origination, underwriting, deal structuring, processing and closing, with core expertise in market-rate and affordable rental housing. He also specializes in the restructuring/recapitalization of HUD assisted projects as well as in the financing of market rate rental housing. Through his career, Dan has closed over 700 transactions encompassing over $10 billion in project financing for Rockport.
A recognized national expert on affordable housing policy, Dan has participated on numerous panels sponsored by HUD and leading industry organizations, including the Mortgage Bankers Association, addressing the complex issues challenging this sector, as well as the multifamily housing and assisted living markets.
Starting his career at the Department of Housing and Urban Development (HUD), Dan’s responsibilities as a Multifamily Housing Representative included advising and coordinating all activities required of clients participating within Federal housing programs for new and rehabilitated properties, as well as assurance of compliance with the often-complex HUD regulations.
Dan manages a highly skilled and specialized team of professionals at Rockport, many of whom serve active roles in prominent industry groups, including the Mortgage Bankers Association (MBA), National Leased Housing Association (NLHA), and Institute for Responsible Housing Preservation (IRHP). Dan and his team are also actively involved with many HUD-focused regional groups including the Eastern Lender’s Association (ELA), Southeast Mortgagee Advisory Council (SMAC) and Southwest Mortgage Advisory Council (SWAC).
Dan holds a B.A. in Political Science from Assumption College, Worcester, M.A. and an M.A. in Community and Economic Development from New Hampshire College, Manchester, NH.
Eric Lubershane
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Eric Lubershane
Executive Vice President & Partner
(978) 675-2003 • [email protected]
Eric Lubershane joined Rockport Mortgage in 2006 and is now an Executive Vice President & Partner. In this capacity Eric participates in all phases of deal structuring, with a primary focus on maintaining a responsive, high quality and efficient underwriting process as Rockport Mortgage continues to grow and expand its lending originations. Eric began his career in 1976 and has been a real estate appraiser and counselor for over thirty years. He specializes in multifamily residential properties, with a concentration in affordable and senior housing options.
Having worked for Dolben Appraisal and Consulting in the Boston area since 1978, Eric founded Lubershane Associates, Inc. in 1995. His appraisal and counseling assignments have encompassed over 500 multifamily properties with a valuation of over $3B.
Eric holds a B.S. in Psychology from the University of Illinois and has attended numerous seminars and educational programs, including those at the Harvard University School of Design and Professional Development and the Lincoln Institute of Land Policy. He has served as a faculty member in real estate appraising for the Appraisal Institute and for the Bentley College Real Estate Program.
Eric is a member of the Appraisal Institute (MAI), the Counselors of Real Estate (CRE), and has served on the Advisory Board of the Appraisal Journal.
Eric Keifer
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Eric Keifer
Senior Vice President
(978) 675-2028 • [email protected]
In 2010, Eric Keifer joined Rockport Mortgage Corporation with over twenty years of commercial mortgage experience in the multifamily and healthcare arenas. At Rockport Mortgage, Mr. Keifer oversees all HUD- insured multifamily and healthcare closings from loan commitment through securitization including the coordination of scheduling and funding with permanent lenders and investors while ensuring compliance with permanent lender requirements.
Mr. Keifer has provided strategic structuring expertise to a broad range of transactions, including all aspects of affordable and FHA matters. These include FHA multifamily mortgage insurance underwriting issues and closings, Mark-to-Market debt restructurings, FHA-insured loan prepayments, Section 236 IRP Decoupling, ELIHPA (Emergency Low Income Housing Preservation Act) Recapitalizations, LIHPRHA (Low Income Housing Preservation and Low Income Housing Act) Recapitalizations, transfers requirements, workouts. He also has extensive knowledge of the Section 8 program, including HUD’s Section 8 HAP Contract Renewals/Long-Term Contracts, Mark-Up-To-Market, Mark-Up-To-Budget, Section 8 Enhanced Vouchers, and Section 8 Project Based Vouchers.
Throughout his career, Eric has been extensively involved in structuring, closing, and administering numerous transactions involving multiple sources of funds, both public and private. These deals include tax-exempt bonds, LIHTC, Historic Tax Credits, HOPE VI loans, HOME funds, TCAP exchange funds, and state and local sources of funds. He has extensive knowledge of the regulations, rules, and practices of the current and former FHA loan insurance programs and has involved in drafting and presenting relevant legal and technical presentations to HUD and industry group meetings.
Mr. Keifer earned a J.D. from Western New England College School of Law in 1997. He began his career as General Counsel for Commercial Capital Corporation in New York City, overseeing Small Business Association loan closings. From there he moved into the closing department of GMAC Commercial Mortgage Corporation closing HUD-insured loans. In 2000, he joined the law firm Hessel & Aluise, PC, in Washington, DC, where his practice focused primarily on HUD-related matters. In 2002, Mr. Keifer re-joined GMAC Commercial Mortgage Corporation as Senior Vice President and Manager of the FHA Closing Department.
Paul May
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Paul May
Vice President
(978) 675-2018 • [email protected]
Paul May joined Rockport Mortgage in September of 2018 as a Vice President of Originations. In this capacity he is responsible for all phases of business development and loan sourcing efforts, as well as providing guidance to the FHA underwriting teams on construction-related issues.
Prior to joining Rockport Mortgage, Paul worked for the Department of Housing and Urban Development (HUD) in the Boston office in a number of capacities relating to construction and underwriting. Paul graduated from Framingham State University in 1983 with a B.A. in Political Science.
Linda Pellegrino
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Linda Pellegrino
Senior Vice President
(978) 675-2010 • [email protected]
Linda Pellegrino joined Rockport Mortgage Corporation in February 2002 as Vice President. In this capacity, she is responsible for the origination and structuring of HUD-insured mortgage loans, with a concentration in the recapitalization and preservation of affordable housing communities across the nation.
Utilizing 30 years of expertise achieved through the successful navigation of highly complex FHA-Insured financing and HUD preservation initiatives, Linda specializes in developing innovative transaction structures utilizing the wide variety of value-enhancing incentives available to owners of HUD-assisted communities. Linda further utilizes her affordable housing expertise by serving as Rockport’s Principal Policy Advocate on HUD regulatory and administrative initiatives. Since joining Rockport, Linda has completed recapitalizations on more than 242 properties resulting in refinancing proceeds of over $3 billion.
Prior to joining Rockport, Linda served as Vice President for Recap Advisors, a Boston-based affordable housing consulting firm. There she developed, negotiated and implemented complex recapitalizations for primarily HUD-regulated and subsidized properties, including initiatives to renovate properties and extend their affordability using various preservation tools such as Mark up to Market (MUM), Mark up to Budget (MUB), Mark to Market, Flexible Subsidy Use Agreement renegotiation, Section 236 IRP Decoupling and Section 202 recapitalization.
Linda began her career at HUD and last served as a Senior Asset Manager in the Boston HUD Office, where she managed a large portfolio of affordable properties and designed and negotiated innovative workout strategies for distressed assets.
A graduate of the University of Massachusetts at Dartmouth, Linda has completed 600 hours of HUD training in housing finance and management, as well as additional course work in finance, management, community development, and housing policy at the University of Maryland, Boston University, and Harvard’s JFK School of Government. Linda currently serves as a Board Member for the National Leased Housing Association.
In December 2019, Linda was named Professional Woman of the Year by the Institute of Real Estate Management.
James Baghai
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James Baghai
Vice President
(978) 675-2029 • [email protected]
James Baghai joined Rockport Mortgage Corporation in September of 2016 and currently serves as Vice President. In this capacity he is responsible for all phases of business development and loan sourcing efforts. James has extensive experience in all facets of multifamily lending, specifically those focused on the acquisition, refinance, substantial rehabilitation and new construction of market-rate and affordable rental housing communities.
Since joining Rockport Mortgage, James has spent time as an Underwriting Analyst, becoming a HUD approved MAP Underwriter in 2019, Assistant Vice President and now serves as a Vice President with a focus on loan origination. These multi-layered experiences within commercial real estate finance provides James a rock-solid base of understanding on structuring complex HUD-insured loan transactions. James has been involved in over 50 HUD-insured loan transactions totaling approximately $2 Billion in loan volume and covering over 9,000 units.
Prior to his time at Rockport Mortgage, James earned his B.A in Economics from Saint Michaels College. He began his career as a Fixed Income Trader and Portfolio Manager at The Bank of New York Mellon. While at The Bank of New York Mellon he focused on trading Taxable, Tax-Exempt, and MBS debt securities for over 300 Fixed Income portfolios totaling over $950 Million in total market value. James currently resides in Charlestown, MA.
Brian Kean
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Brian Kean
Vice President
(978) 675-2025 • [email protected]
Brian Kean joined Rockport Mortgage Corporation in June of 2017 and currently serves as a Vice President. In his role at Rockport, Brian is responsible for all phases of business development and loan sourcing efforts, specifically those focused on the acquisition, refinance, substantial rehabilitation and new construction of market-rate and affordable rental housing communities.
Brian has more than 10 years’ experience in multifamily housing and has worked extensively with both for-profit and non-profit developers in various capacities. Since joining Rockport, Brian has spent time as an Underwriting Analyst where he supported a MAP underwriting team. Prior to that, Brian worked for WinnResidential as a Property Manager overseeing the portfolios of various ownership groups that specialize in providing affordable housing throughout Greater Boston.
Brian graduated from Fairfield University in 2011 with a B.A. in Political Science. He is currently pursuing a Master of Business Administration (MBA) from the Carroll School of Management at Boston College in Chestnut Hill, Massachusetts.
Robert Milanette
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Robert Milanette
Senior Vice President
(978) 675-2015 • [email protected]
Rob Milanette joined Rockport Mortgage in 2005 as Vice President. In this capacity, Rob is responsible for originating and structuring FHA-insured multifamily mortgage loans, with a particular focus on the recapitalization and preservation of affordable housing projects.
Prior to joining Rockport Mortgage, Rob spent more than seven years as a practicing attorney at two of Boston’s premier law firms. While at Foley Hoag LLP, Rob represented companies on a broad range of complex business transactions; and while at Kirkpatrick & Lockhart Nicholson Graham LLP, represented a diverse group of clients in complex commercial litigation matters. Rob utilizes his broad legal expertise to assist Rockport’s clients in structuring and executing complex recapitalizations utilizing the full range of FHA-insured mortgage products and preservation tools.
Rob remains a member of the Massachusetts Bar Association and the Real Estate Bar Association for Massachusetts, and is admitted to practice in the Commonwealth of Massachusetts and the United States District Court, District of Massachusetts.
Rob earned his J.D. from Boston College Law School (1998; cum laude), and holds a B.A. in Political Science from The College of the Holy Cross (1994).
Rob lives in Boston, Massachusetts with his wife Kelly.
Anthony Roberts
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Anthony Roberts
Vice President
(978) 675-2038 • [email protected]
Tony Roberts joined Rockport Mortgage in 2015 as Vice President. In this capacity he is responsible for all phases of business development and loan sourcing efforts, specifically those focused on the acquisition, refinance, substantial rehabilitation and new construction of market-rate and affordable rental housing communities.
Before joining Rockport Mortgage Tony owned a consulting firm based in the Chicago-area focused on assisting clients in areas of business development, risk management and financial reporting related to certain institutional investment platforms.
Prior to that, Tony served as Senior Vice President, Zurich Holding Company of America in both Chicago and New York. During this time he was also a Registered Principal of a FINRA registered broker-dealer and served as its FINOP (financial operations) principal.
Tony attended the University of New Hampshire at Manchester where he studied Political Science and New Hampshire College where he was enrolled in the B.A., Marketing Program. Previously he has held the FINRA Series 6 and Series 26 licenses.
Ellen Guelfi
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Ellen Guelfi
Vice President
(978) 675-2035 • [email protected]
Ellen Guelfi joined Rockport Mortgage in 2013 as Vice President. Responsible for the origination and structuring of HUD/FHA-insured mortgage loans, Ellen has broad experience in the financing of affordable and market-rate multifamily properties.
Prior to joining Rockport Mortgage, Ellen spent 9 years as Vice President, Loan Originator for CW Capital and its successor, Walker & Dunlop, where she worked exclusively within the FHA lending division. During her time at CW Capital and Rockport Mortgage, Ellen has arranged over $660 million in multifamily project financing.
Ellen began her real estate finance career in the Office of Multifamily Housing with the U.S. Department of Housing and Urban Development (HUD) in Boston, MA and left as a Senior Project Manager. In her 15 years at HUD, Ellen provided guidance to staff in the proper policies and procedures for implementing multifamily housing programs and communicated guidance of these programs to clients. Further, she analyzed and evaluated transactions to recommend and take corrective actions to resolve any issues or problems in the development process. In addition, Ms. Guelfi provided assistance to public and private sponsors and applicants to HUD’s multifamily housing programs, and marketed HUD’s various programs to new and existing clients.
Ellen holds a B.A. from Assumption College.
George Lieser
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George Lieser
Senior Vice President
(978) 675-2004 • [email protected]
George Lieser co-founded Rockport Mortgage Corporation in 1992 and currently serves as Senior Vice President. In this capacity he assists clients across the nation in the structuring, underwriting and closing of HUD/FHA-insured mortgages, with a core concentration on affordable and market-rate multifamily housing communities and healthcare facilities.
George began his career in St. Louis, Missouri at the Pantheon Corporation where he was responsible for Multifamily Real Estate Development and Property Management. His mortgage banking career started at Mercantile Mortgage Corporation, where his responsibilities included origination of HUD insured project loans for apartments and healthcare properties. In 1983 George opened the GMAC Commercial Mortgage office in Boston, and in 1988 purchased GMAC’s HUD lending division to start a national mortgage company named Reinlein/Lieser/McGee.
George is actively involved in various charitable and civic organizations, including the Cape Ann YMCA, and the Holy Family Parish Mission.
George has a B.A. in Sociology and a Master’s Degree in Urban Affairs from St. Louis University, and a Master’s Degree in Theology from Boston College.
Matt Tumbiolo
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Matt Tumbiolo
Financial Analyst
(978) 491-5804 • [email protected]
Matthew Tumbiolo joined Rockport Mortgage Corporation in June of 2023 as a Financial Analyst. In this capacity he participates in all aspects of the Business Development process which includes market research, identifying opportunities and portfolio analysis. Matt graduated from the University of Massachusetts Amherst, with a Bachelor’s degree in Economics and Finance.
James Baghai
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James Baghai
Vice President
(978) 675-2029 • [email protected]
James Baghai joined Rockport Mortgage Corporation in September of 2016 and currently serves as Vice President. In this capacity he is responsible for all phases of business development and loan sourcing efforts. James has extensive experience in all facets of multifamily lending, specifically those focused on the acquisition, refinance, substantial rehabilitation and new construction of market-rate and affordable rental housing communities.
Since joining Rockport Mortgage, James has spent time as an Underwriting Analyst, becoming a HUD approved MAP Underwriter in 2019, Assistant Vice President and now serves as a Vice President with a focus on loan origination. These multi-layered experiences within commercial real estate finance provides James a rock-solid base of understanding on structuring complex HUD-insured loan transactions. James has been involved in over 50 HUD-insured loan transactions totaling approximately $2 Billion in loan volume and covering over 9,000 units.
Prior to his time at Rockport Mortgage, James earned his B.A in Economics from Saint Michaels College. He began his career as a Fixed Income Trader and Portfolio Manager at The Bank of New York Mellon. While at The Bank of New York Mellon he focused on trading Taxable, Tax-Exempt, and MBS debt securities for over 300 Fixed Income portfolios totaling over $950 Million in total market value. James currently resides in Charlestown, MA.
Ellen Guelfi
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Ellen Guelfi
Vice President
(978) 675-2035 • [email protected]
Ellen Guelfi joined Rockport Mortgage in 2013 as Vice President. Responsible for the origination and structuring of HUD/FHA-insured mortgage loans, Ellen has broad experience in the financing of affordable and market-rate multifamily properties.
Prior to joining Rockport Mortgage, Ellen spent 9 years as Vice President, Loan Originator for CW Capital and its successor, Walker & Dunlop, where she worked exclusively within the FHA lending division. During her time at CW Capital and Rockport Mortgage, Ellen has arranged over $660 million in multifamily project financing.
Ellen began her real estate finance career in the Office of Multifamily Housing with the U.S. Department of Housing and Urban Development (HUD) in Boston, MA and left as a Senior Project Manager. In her 15 years at HUD, Ellen provided guidance to staff in the proper policies and procedures for implementing multifamily housing programs and communicated guidance of these programs to clients. Further, she analyzed and evaluated transactions to recommend and take corrective actions to resolve any issues or problems in the development process. In addition, Ms. Guelfi provided assistance to public and private sponsors and applicants to HUD’s multifamily housing programs, and marketed HUD’s various programs to new and existing clients.
Ellen holds a B.A. from Assumption College.
Brian Kean
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Brian Kean
Vice President
(978) 675-2025 • [email protected]
Brian Kean joined Rockport Mortgage Corporation in June of 2017 and currently serves as a Vice President. In his role at Rockport, Brian is responsible for all phases of business development and loan sourcing efforts, specifically those focused on the acquisition, refinance, substantial rehabilitation and new construction of market-rate and affordable rental housing communities.
Brian has more than 10 years’ experience in multifamily housing and has worked extensively with both for-profit and non-profit developers in various capacities. Since joining Rockport, Brian has spent time as an Underwriting Analyst where he supported a MAP underwriting team. Prior to that, Brian worked for WinnResidential as a Property Manager overseeing the portfolios of various ownership groups that specialize in providing affordable housing throughout Greater Boston.
Brian graduated from Fairfield University in 2011 with a B.A. in Political Science. He is currently pursuing a Master of Business Administration (MBA) from the Carroll School of Management at Boston College in Chestnut Hill, Massachusetts.
Eric Keifer
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Eric Keifer
Senior Vice President
(978) 675-2028 • [email protected]
In 2010, Eric Keifer joined Rockport Mortgage Corporation with over twenty years of commercial mortgage experience in the multifamily and healthcare arenas. At Rockport Mortgage, Mr. Keifer oversees all HUD- insured multifamily and healthcare closings from loan commitment through securitization including the coordination of scheduling and funding with permanent lenders and investors while ensuring compliance with permanent lender requirements.
Mr. Keifer has provided strategic structuring expertise to a broad range of transactions, including all aspects of affordable and FHA matters. These include FHA multifamily mortgage insurance underwriting issues and closings, Mark-to-Market debt restructurings, FHA-insured loan prepayments, Section 236 IRP Decoupling, ELIHPA (Emergency Low Income Housing Preservation Act) Recapitalizations, LIHPRHA (Low Income Housing Preservation and Low Income Housing Act) Recapitalizations, transfers requirements, workouts. He also has extensive knowledge of the Section 8 program, including HUD’s Section 8 HAP Contract Renewals/Long-Term Contracts, Mark-Up-To-Market, Mark-Up-To-Budget, Section 8 Enhanced Vouchers, and Section 8 Project Based Vouchers.
Throughout his career, Eric has been extensively involved in structuring, closing, and administering numerous transactions involving multiple sources of funds, both public and private. These deals include tax-exempt bonds, LIHTC, Historic Tax Credits, HOPE VI loans, HOME funds, TCAP exchange funds, and state and local sources of funds. He has extensive knowledge of the regulations, rules, and practices of the current and former FHA loan insurance programs and has involved in drafting and presenting relevant legal and technical presentations to HUD and industry group meetings.
Mr. Keifer earned a J.D. from Western New England College School of Law in 1997. He began his career as General Counsel for Commercial Capital Corporation in New York City, overseeing Small Business Association loan closings. From there he moved into the closing department of GMAC Commercial Mortgage Corporation closing HUD-insured loans. In 2000, he joined the law firm Hessel & Aluise, PC, in Washington, DC, where his practice focused primarily on HUD-related matters. In 2002, Mr. Keifer re-joined GMAC Commercial Mortgage Corporation as Senior Vice President and Manager of the FHA Closing Department.
George Lieser
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George Lieser
Senior Vice President
(978) 675-2004 • [email protected]
George Lieser co-founded Rockport Mortgage Corporation in 1992 and currently serves as Senior Vice President. In this capacity he assists clients across the nation in the structuring, underwriting and closing of HUD/FHA-insured mortgages, with a core concentration on affordable and market-rate multifamily housing communities and healthcare facilities.
George began his career in St. Louis, Missouri at the Pantheon Corporation where he was responsible for Multifamily Real Estate Development and Property Management. His mortgage banking career started at Mercantile Mortgage Corporation, where his responsibilities included origination of HUD insured project loans for apartments and healthcare properties. In 1983 George opened the GMAC Commercial Mortgage office in Boston, and in 1988 purchased GMAC’s HUD lending division to start a national mortgage company named Reinlein/Lieser/McGee.
George is actively involved in various charitable and civic organizations, including the Cape Ann YMCA, and the Holy Family Parish Mission.
George has a B.A. in Sociology and a Master’s Degree in Urban Affairs from St. Louis University, and a Master’s Degree in Theology from Boston College.
Paul May
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Paul May
Vice President
(978) 675-2018 • [email protected]
Paul May joined Rockport Mortgage in September of 2018 as a Vice President of Originations. In this capacity he is responsible for all phases of business development and loan sourcing efforts, as well as providing guidance to the FHA underwriting teams on construction-related issues.
Prior to joining Rockport Mortgage, Paul worked for the Department of Housing and Urban Development (HUD) in the Boston office in a number of capacities relating to construction and underwriting. Paul graduated from Framingham State University in 1983 with a B.A. in Political Science.
Robert Milanette
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Robert Milanette
Vice President
(978) 675-2015 • [email protected]
Rob Milanette joined Rockport Mortgage in 2005 as Vice President. In this capacity, Rob is responsible for originating and structuring FHA-insured multifamily mortgage loans, with a particular focus on the recapitalization and preservation of affordable housing projects.
Prior to joining Rockport Mortgage, Rob spent more than seven years as a practicing attorney at two of Boston’s premier law firms. While at Foley Hoag LLP, Rob represented companies on a broad range of complex business transactions; and while at Kirkpatrick & Lockhart Nicholson Graham LLP, represented a diverse group of clients in complex commercial litigation matters. Rob utilizes his broad legal expertise to assist Rockport’s clients in structuring and executing complex recapitalizations utilizing the full range of FHA-insured mortgage products and preservation tools.
Rob remains a member of the Massachusetts Bar Association and the Real Estate Bar Association for Massachusetts, and is admitted to practice in the Commonwealth of Massachusetts and the United States District Court, District of Massachusetts.
Rob earned his J.D. from Boston College Law School (1998; cum laude), and holds a B.A. in Political Science from The College of the Holy Cross (1994).
Rob lives in Boston, Massachusetts with his wife Kelly.
Linda Pellegrino
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Linda Pellegrino
Senior Vice President
(978) 675-2010 • [email protected]
Linda Pellegrino joined Rockport Mortgage Corporation in February 2002 as Vice President. In this capacity, she is responsible for the origination and structuring of HUD-insured mortgage loans, with a concentration in the recapitalization and preservation of affordable housing communities across the nation.
Utilizing 30 years of expertise achieved through the successful navigation of highly complex FHA-Insured financing and HUD preservation initiatives, Linda specializes in developing innovative transaction structures utilizing the wide variety of value-enhancing incentives available to owners of HUD-assisted communities. Linda further utilizes her affordable housing expertise by serving as Rockport’s Principal Policy Advocate on HUD regulatory and administrative initiatives. Since joining Rockport, Linda has completed recapitalizations on more than 242 properties resulting in refinancing proceeds of over $3 billion.
Prior to joining Rockport, Linda served as Vice President for Recap Advisors, a Boston-based affordable housing consulting firm. There she developed, negotiated and implemented complex recapitalizations for primarily HUD-regulated and subsidized properties, including initiatives to renovate properties and extend their affordability using various preservation tools such as Mark up to Market (MUM), Mark up to Budget (MUB), Mark to Market, Flexible Subsidy Use Agreement renegotiation, Section 236 IRP Decoupling and Section 202 recapitalization.
Linda began her career at HUD and last served as a Senior Asset Manager in the Boston HUD Office, where she managed a large portfolio of affordable properties and designed and negotiated innovative workout strategies for distressed assets.
A graduate of the University of Massachusetts at Dartmouth, Linda has completed 600 hours of HUD training in housing finance and management, as well as additional course work in finance, management, community development, and housing policy at the University of Maryland, Boston University, and Harvard’s JFK School of Government. Linda currently serves as a Board Member for the National Leased Housing Association.
In December 2019, Linda was named Professional Woman of the Year by the Institute of Real Estate Management.
Anthony Roberts
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Anthony Roberts
Vice President
(978) 675-2038 • [email protected]
Tony Roberts joined Rockport Mortgage in 2015 as Vice President. In this capacity he is responsible for all phases of business development and loan sourcing efforts, specifically those focused on the acquisition, refinance, substantial rehabilitation and new construction of market-rate and affordable rental housing communities.
Before joining Rockport Mortgage Tony owned a consulting firm based in the Chicago-area focused on assisting clients in areas of business development, risk management and financial reporting related to certain institutional investment platforms.
Prior to that, Tony served as Senior Vice President, Zurich Holding Company of America in both Chicago and New York. During this time he was also a Registered Principal of a FINRA registered broker-dealer and served as its FINOP (financial operations) principal.
Tony attended the University of New Hampshire at Manchester where he studied Political Science and New Hampshire College where he was enrolled in the B.A., Marketing Program. Previously he has held the FINRA Series 6 and Series 26 licenses.
Matt Tumbiolo
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Matt Tumbiolo
Financial Analyst
(978) 491-5804 • [email protected]
Matthew Tumbiolo joined Rockport Mortgage Corporation in June of 2023 as a Financial Analyst. In this capacity he participates in all aspects of the Business Development process which includes market research, identifying opportunities and portfolio analysis. Matt graduated from the University of Massachusetts Amherst, with a Bachelor’s degree in Economics and Finance.
Jon Heald
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Jon Heald
Vice President and FHA MAP Underwriter
(978) 675-2009 • [email protected]
Jon Heald joined Rockport Mortgage in June 2005 and serves as Vice President and Mortgage Underwriter. In this capacity Jon participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission. During his tenure at Rockport Mortgage he has assisted in the processing of more than 55 loans for a total of more than $270M.
Jon brings over 15 years of business experience to the job with several years in managing a municipal tax office. In this position, Jon was responsible for a $25M tax warrant as well as enforcement and compliance with municipal and state real estate tax law.
Jon holds a B.A. in Business from Saint Anselm College. He earned a certificate in International Business from Richmond College, London, England and has studied HUD environmental assessment procedures at the University of Illinois at Chicago, Great Lakes Center for Environmental Studies.
John Dromey
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John Dromey
Senior Vice President and Deputy Chief Underwriter
(978) 675-2006 • [email protected]
John Dromey joined Rockport Mortgage Corporation (RMC) in 2004 after working at the U.S. Department of Housing and Urban Development/Federal Housing Administration (HUD/FHA) for ten years. John was a Senior Real Estate Appraiser in the Boston office.
Since joining RMC, John has completed the underwriting of over 165 approved loan applications for projects located throughout 26 states. Closed loans were comprised of over 23,000 units and total more than 2.5 billion dollars in FHA mortgage insurance proceeds. John has closed loans for multifamily housing projects under HUD’s Multifamily Accelerated Processing (MAP) program and for healthcare facilities under HUD’s Office of Residential Care Facilities (ORCF) LEAN initiative.
John has been a featured speaker at several national HUD training sessions covering topics including MAP underwriting procedures, valuation, mortgage credit and environmental issues. John attended the University of Massachusetts at Amherst and holds degrees in Finance, History and Education. John studied HUD environmental assessment procedures at the Great Lakes Center for Environmental Studies and has completed over 2,000 hours of appraisal, real estate finance and HUD/FHA specific training.
John is a HUD approved MAP underwriter, an ORCF approved LEAN healthcare underwriter and a retired Massachusetts Certified General Real Estate Appraiser.
Ed Johnson
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Ed Johnson
Vice President and FHA MAP Underwriter
(978) 675-2034 • [email protected]
Ed Johnson joined Rockport Mortgage in 2012 and serves as Vice President and Mortgage Underwriter. In this capacity Ed participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission.
As part of his duties, Ed manages a staff, has direct responsibility for borrower relations and is in frequent communication with the HUD regarding loan applications and related questions. Ed has underwritten 54 FHA loans totaling approximately $750 million during his tenure with the company. Ed has significant experience in all facets of multifamily lending, including affordable, market rate, low income housing tax credits (LIHTC), new construction, and substantial rehabilitation transactions.
Prior to joining Rockport Mortgage, Ed was a partner at a regional CPA firm. During his 21 year career in public accounting Ed developed a broad base of financial experience and served a wide range of industries including the construction, nursing home, multifamily, health care and non-profit industries.
Ed holds a B.A. in Accounting from Assumption College and a M.B.A. in Business Administration from Babson College. He earned his C.P.A. License in 1993 and is a member of the AICPA and Massachusetts Society of CPA’s.
Rich Fischer
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Rich Fischer
Senior Vice President, Chief Underwriter
(978) 675-2008 • [email protected]
Rich Fischer joined Rockport Mortgage in 2002 and brings over 29 years of banking and mortgage lending experience to the company.
As Chief Underwriter, Rich manages Rockport Mortgage’s Underwriting teams and oversees all aspects of company’s application processes, quality control, and training. He also serves as one of the company’s senior HUD approved MAP Underwriters, having underwritten 155 FHA loans totaling nearly $2 billion during his tenure with the company. Rich has significant experience in all facets of multifamily lending, including affordable, market rate, low income housing tax credits (LIHTC), new construction, and substantial rehabilitation transactions.
Prior to joining Rockport Mortgage, Rich was employed by the Federal Deposit Insurance Corporation (FDIC) for 13 years, being promoted to the position of Case Manager for the FDIC in the Boston Regional office. He served as the lead Federal Regulator for a portfolio of 40 banks in New Hampshire and Maine with assets totaling $35 billion.
Rich holds a BS in Business Administration from the University of New Hampshire, Durham, NH and graduated from the Stonier Graduate School of Banking, Executive Management Program at the University of Delaware in 1999.
Paul Simon
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Paul Simon
Vice President and FHA MAP Underwriter
(978) 675-2011 • [email protected]
Paul Simon joined Rockport Mortgage in June, 2006 as an intern and currently serves as an FHA MAP Underwriter. In this role, Paul participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission.
Paul has closed loans for both market rate and affordable multifamily housing developments under HUD’s 223(f) and 221(d)(4) programs. Types of transactions have included the use of low income housing tax credits (LIHTC), recapitalizing of properties with ELIPRA and LIHPRA Use Agreements, Section 202 refinancing and Section 8 renewals, including mark-up-to-market under HUD’s Capital Repair Program.
Since becoming an HUD-approved MAP underwriter Paul has closed FHA insured multifamily loans amounting to over $410,000,000 in mortgage insurance proceeds covering more than 3,200 units.
Paul graduated from Salem State College with a B.A. in Business Administration with a concentration in Finance. He currently resides in Gloucester, MA with his wife Kristina and his two kids, Braydon and Allie.
John Dromey
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John Dromey
Senior Vice President and Deputy Chief Underwriter
(978) 675-2006 • [email protected]
John Dromey joined Rockport Mortgage in 2004 after working at HUD/Federal Housing Administration (FHA) for ten years. John was a Senior Real Estate Appraiser in the Boston office.
Since joining Rockport Mortgage, John has completed the underwriting of over 145 approved loan applications for projects located throughout 26 states. Closed loans were comprised of over 18,500 units and total more than 1.7 billion dollars in FHA mortgage insurance proceeds. John has closed loans for multifamily housing projects under HUD’s Multifamily Accelerated Processing (MAP) program and for healthcare facilities under HUD’s Office of Residential Care Facilities (ORCF) LEAN initiative.
John has been a featured speaker at several national HUD training sessions covering topics including MAP underwriting procedures, valuation, mortgage credit and environmental issues.
John attended the University of Massachusetts at Amherst and holds degrees in Finance, History and Education. John studied HUD environmental assessment procedures at the Great Lakes Center for Environmental Studies and has completed over 2,000 hours of appraisal, real estate finance and HUD/FHA specific training. In addition, John is a HUD approved MAP underwriter, an ORCF approved LEAN healthcare underwriter and a Massachusetts Certified General Real Estate Appraiser.
Rich Fischer
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Rich Fischer
Senior Vice President, Chief Underwriter
(978) 675-2008 • [email protected]
Rich Fischer joined Rockport Mortgage in 2002 and brings over 29 years of banking and mortgage lending experience to the company.
As Chief Underwriter, Rich manages Rockport Mortgage’s Underwriting teams and oversees all aspects of company’s application processes, quality control, and training. He also serves as one of the company’s senior HUD approved MAP Underwriters, having underwritten 155 FHA loans totaling nearly $2 billion during his tenure with the company. Rich has significant experience in all facets of multifamily lending, including affordable, market rate, low income housing tax credits (LIHTC), new construction, and substantial rehabilitation transactions.
Prior to joining Rockport Mortgage, Rich was employed by the Federal Deposit Insurance Corporation (FDIC) for 13 years, being promoted to the position of Case Manager for the FDIC in the Boston Regional office. He served as the lead Federal Regulator for a portfolio of 40 banks in New Hampshire and Maine with assets totaling $35 billion.
Rich holds a BS in Business Administration from the University of New Hampshire, Durham, NH and graduated from the Stonier Graduate School of Banking, Executive Management Program at the University of Delaware in 1999.
Jon Heald
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Jon Heald
Vice President and FHA MAP Underwriter
(978) 675-2009 • [email protected]
Jon Heald joined Rockport Mortgage in June 2005 and serves as Vice President and Mortgage Underwriter. In this capacity Jon participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission. During his tenure at Rockport Mortgage he has assisted in the processing of more than 55 loans for a total of more than $270M.
Jon brings over 15 years of business experience to the job with several years in managing a municipal tax office. In this position, Jon was responsible for a $25M tax warrant as well as enforcement and compliance with municipal and state real estate tax law.
Jon holds a B.A. in Business from Saint Anselm College. He earned a certificate in International Business from Richmond College, London, England and has studied HUD environmental assessment procedures at the University of Illinois at Chicago, Great Lakes Center for Environmental Studies.
Ed Johnson
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Ed Johnson
Vice President and FHA MAP Underwriter
(978) 675-2034 • [email protected]
Ed Johnson joined Rockport Mortgage in 2012 and serves as Vice President and Mortgage Underwriter. In this capacity Ed participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission.
As part of his duties, Ed manages a staff, has direct responsibility for borrower relations and is in frequent communication with the HUD regarding loan applications and related questions. Ed has underwritten 54 FHA loans totaling approximately $750 million during his tenure with the company. Ed has significant experience in all facets of multifamily lending, including affordable, market rate, low income housing tax credits (LIHTC), new construction, and substantial rehabilitation transactions.
Prior to joining Rockport Mortgage, Ed was a partner at a regional CPA firm. During his 21 year career in public accounting Ed developed a broad base of financial experience and served a wide range of industries including the construction, nursing home, multifamily, health care and non-profit industries.
Ed holds a B.A. in Accounting from Assumption College and a M.B.A. in Business Administration from Babson College. He earned his C.P.A. License in 1993 and is a member of the AICPA and Massachusetts Society of CPA’s.
Paul Simon
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Paul Simon
Vice President and FHA MAP Underwriter
(978) 675-2011 • [email protected]
Paul Simon joined Rockport Mortgage in June, 2006 as an intern and currently serves as an FHA MAP Underwriter. In this role, Paul participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission.
Paul has closed loans for both market rate and affordable multifamily housing developments under HUD’s 223(f) and 221(d)(4) programs. Types of transactions have included the use of low income housing tax credits (LIHTC), recapitalizing of properties with ELIPHA and LIHPRA Use Agreements, Section 202 refinancing and Section 8 renewals, including mark-up-to-market under HUD’s Capital Repair Program.
Since becoming an HUD-approved MAP underwriter Paul has closed FHA insured multifamily loans amounting to over $410,000,000 in mortgage insurance proceeds covering more than 3,200 units.
Paul graduated from Salem State College with a B.A. in Business Administration with a concentration in Finance. He currently resides in Gloucester, MA with his wife Kristina and his two kids, Braydon and Allie.
Joe Bertolino
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Joe Bertolino
Assistant Vice President and FHA Underwriter
(978) 675-2037 • [email protected]
Joe Bertolino joined Rockport Mortgage in April of 2013 and currently serves as an FHA MAP Underwriter. In this capacity he participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission.
Prior to joining Rockport Mortgage, Joe spent five years with Corcoran Management Company serving as a Property Manager for several properties within the Corcoran portfolio.
Joe graduated from Salem State University with a B.S. in Economics. He earned his A.R.M. Designation from the Institute of Real Estate Management in 2011 and his C.P.O. designation from the National Affordable Housing Management Association in 2009. Joe completed the Mortgage Bankers Association’s six-month FHA Multifamily Underwriter Training Program in June 2017.
Norm MacFarland
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Norm MacFarland
Assistant Vice President and FHA Underwriter
(978) 675-2023 • [email protected]
Norm MacFarland joined Rockport Mortgage in January of 2010 as a Loan Analyst and currently serves as an FHA MAP Underwriter. In this capacity, he assists in all aspects of the loan process, ranging from loan sizing to firm submission.
Norm graduated from Merrimack College with a B.A. in Business Administration with a concentration in Finance and a minor in Economics. In June 2015, Norm completed the Mortgage Bankers Association’s FHA Multifamily Underwriter Training Program and was approved as an FHA MAP Underwriter.
Marc Giacalone
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Marc Giacalone
Assistant Vice President and FHA Underwriter
(978) 675 2012 • [email protected]
Marc Giacalone joined Rockport Mortgage in June 2015 as a Loan Analyst and currently serves as a FHA MAP Underwriter. In this capacity he assists in all aspects of the loan process, ranging from loan sizing to third party reviews and application submission.
Marc holds a Bachelor of Science in Business Administration with a concentration in Finance from Endicott College in Beverly, MA. Marc completed the Mortgage Bankers Association’s FHA Multifamily Underwriter Training Program in 2019 and was approved as an FHA MAP Underwriter.
Mark Muniz
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Mark Muniz
Assistant Vice President and FHA Underwriter
(978) 675-2022 • [email protected]
Mark Muniz joined Rockport Mortgage in June 2010 as a Loan Analyst and currently serves as an FHA MAP Underwriter. In this capacity he participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission.
Prior to joining Rockport Mortgage, Mark served eighteen years with State Street Corporation, holding various positions within State Street’s International Securities Lending Unit.
Mark holds a B.A. in History from The College of the Holy Cross in Worcester, MA. Mark has completed the Mortgage Bankers Association’s six-month FHA Multifamily Underwriter Training Program was approved as FHA MAP Underwriter.
Kevin Lopes
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Kevin Lopes
Assistant Vice President and FHA Underwriter
(978) 675-2036 • [email protected]
Kevin Lopes joined Rockport Mortgage in September of 2012 and currently serves as an FHA MAP Underwriter. In this capacity, Kevin participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission.
Kevin holds a B.S. in Business Administration with a concentration in Accounting from the University of Massachusetts, Lowell, MA. In 2017, Kevin completed the Mortgage Bankers Association’s FHA Underwriter Training Program and earned his Multifamily Accelerated Processing (MAP) Underwriter Designation.
Joe Bertolino
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Joe Bertolino
Assistant Vice President and FHA Underwriter
(978) 675-2037 • [email protected]
Joe Bertolino joined Rockport Mortgage in April of 2013 and currently serves as an FHA MAP Underwriter. In this capacity he participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission.
Prior to joining Rockport Mortgage, Joe spent five years with Corcoran Management Company serving as a Property Manager for several properties within the Corcoran portfolio.
Joe graduated from Salem State University with a B.S. in Economics. He earned his A.R.M. Designation from the Institute of Real Estate Management in 2011 and his C.P.O. designation from the National Affordable Housing Management Association in 2009. Joe completed the Mortgage Bankers Association’s six-month FHA Multifamily Underwriter Training Program in June 2017.
Marc Giacalone
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Marc Giacalone
Assistant Vice President and FHA Underwriter
(978) 675 2012 • [email protected]
Marc Giacalone joined Rockport Mortgage in June 2015 as a Loan Analyst and currently serves as a FHA MAP Underwriter. In this capacity he assists in all aspects of the loan process, ranging from loan sizing to third party reviews and application submission.
Marc holds a Bachelor of Science in Business Administration with a concentration in Finance from Endicott College in Beverly, MA. Marc completed the Mortgage Bankers Association’s FHA Multifamily Underwriter Training Program in 2019 and was approved as an FHA MAP Underwriter.
Kevin Lopes
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Kevin Lopes
Assistant Vice President and FHA Underwriter
(978) 675-2036 • [email protected]
Kevin Lopes joined Rockport Mortgage in September of 2012 and currently serves as an FHA MAP Underwriter. In this capacity, Kevin participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission.
Kevin holds a B.S. in Business Administration with a concentration in Accounting from the University of Massachusetts, Lowell, MA. In 2017, Kevin completed the Mortgage Bankers Association’s FHA Underwriter Training Program and earned his Multifamily Accelerated Processing (MAP) Underwriter Designation.
Norm MacFarland
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Norm MacFarland
Assistant Vice President and FHA Underwriter
(978) 675-2023 • [email protected]
Norm MacFarland joined Rockport Mortgage in January of 2010 as a Loan Analyst and currently serves as an FHA MAP Underwriter. In this capacity, he assists in all aspects of the loan process, ranging from loan sizing to firm submission.
Norm graduated from Merrimack College with a B.A. in Business Administration with a concentration in Finance and a minor in Economics. In June 2015, Norm completed the Mortgage Bankers Association’s FHA Multifamily Underwriter Training Program and was approved as an FHA MAP Underwriter.
Mark Muniz
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Mark Muniz
Assistant Vice President and FHA Underwriter
(978) 675-2022 • [email protected]
Mark Muniz joined Rockport Mortgage in June 2010 as a Loan Analyst and currently serves as an FHA MAP Underwriter. In this capacity he participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission.
Prior to joining Rockport Mortgage, Mark served eighteen years with State Street Corporation, holding various positions within State Street’s International Securities Lending Unit.
Mark holds a B.A. in History from The College of the Holy Cross in Worcester, MA. Mark has completed the Mortgage Bankers Association’s six-month FHA Multifamily Underwriter Training Program was approved as FHA MAP Underwriter.
Meagan Marrone
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Meagan Marrone
Executive Assistant and Quality Control Specialist
(978) 675-2005 • [email protected]
Meagan Marrone joined Rockport Mortgage Corporation in 2001. Meagan is a key member of Rockport’s team, serving as Executive Assistant to the Managing Partners, overseeing administrative matters and general office operations.
As Quality Control Specialist, Meagan works with all aspects of Rockport’s operations including origination, processing, underwriting and loan closing to ensure compliance with Rockport’s Quality Control Plan, in addition to coordinating external third-party Quality Control Reviews.
Meagan received her degree in Paralegal and Business Administration from Marian Court College with a focus on Real Estate.
Shawn Aylward
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Shawn Aylward
Senior Vice President and FHA General Counsel
978-675-2026 • [email protected]
Shawn Aylward joined Rockport Mortgage Corporation in 2017 as Senior Vice President and FHA General Counsel.
Shawn oversees all HUD-insured multifamily and healthcare closings from loan commitment through securitization including the coordination of scheduling and funding with permanent lenders and investors while ensuring compliance with permanent lender and HUD requirements.
Before joining Rockport, Shawn worked for 15 years in the Boston Office of Regional Counsel of the U.S Department of Housing and Urban Development and served in various roles from Legal Honors Intern to Associate Regional Counsel.
Shawn graduated from Boston Latin School, Boston College and Boston College Law School, is a lifelong resident of Boston and where he and his wife Karen have three children, Moira, Thomas, and Ryan.
Diane Souza
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Diane Souza
Controller
(978) 675-2020 • [email protected]
Diane Souza joined Rockport in 2001 as Controller. In this capacity she serves as a key member of the team, managing the flow of assets and providing financial analysis support to the owners. In addition, Diane oversees all aspects of human resources, IT and communications systems goals and issues, as well as large equipment purchases.
Diane has 18 years of experience in the commercial real estate industry and came to Rockport with twenty-five years of business experience from her former positions with Gorton’s of Gloucester, where she held positions in billing, credit, sales, and marketing, and Tops Computer Company where she served as the Operations Manager and Controller.
Edward Johnson
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Edward Johnson
Assistant Controller
(978) 491-5803 • [email protected]
Edward Johnson joined Rockport Mortgage Corporation in April of 2021 and currently serves as Assistant Controller. In this capacity, he is responsible for assisting with processing payments to third-parties and invoicing clients during the loan underwriting process. In addition, Edward also assists with in house accounting procedures as well as all aspects of HR, IT, and communication goals.
Prior to his time at Rockport Mortgage, Edward began his career as a Tax Associate at Kevin P. Martin & Associates. While at KPM, he worked in tax services along with helping small business get set up with automated accounting systems online. After KPM, he joined Cabot- Wellington as a Staff Accountant where he maintained accounting records for the family’s various charitable foundations, LLCs, and legal entities as well as preparing financial statements and budget reports. Edward earned his B.S. in Accounting from Curry College and is currently pursuing his M.B.A from the Carrol School of Management at Boston College.
Chip Smith
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Chip Smith
Senior Vice President and Chief Operating Officer
(978) 675-2013 • [email protected]
Chip Smith joined Rockport Mortgage Corporation in 2000 and currently serves as Chief Operating Officer. In this capacity he participates in all phases of loan origination, processing, underwriting and closing, and is responsible for overseeing business operations, allocation of resources and delivery of services, driving performance measures for the company.
Prior to assuming the role of COO in 2008, Chip spent eight years originating multifamily and healthcare transactions. His experience includes the financing of senior housing, market rate apartments and affordable housing for both profit-motivated and non-profit owners and operators.
Prior to joining Rockport, Chip worked for six years as a Certified Public Accountant at Arthur Andersen, followed by two years as a Corporate Controller in a private company. He has also served on the Board of Directors of a community bank for eight years.
Chip holds a B.A. in Business Management from Assumption College, Worcester, MA and a M.B.A. and M.S. in Accounting from Northeastern University, Boston, MA. He earned his C.P.A. license in 1994.
Shawn Aylward
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Shawn Aylward
Senior Vice President and FHA General Counsel
978-675-2026 • [email protected]
Shawn Aylward joined Rockport Mortgage Corporation in 2017 as Senior Vice President and FHA General Counsel.
Shawn oversees all HUD-insured multifamily and healthcare closings from loan commitment through securitization including the coordination of scheduling and funding with permanent lenders and investors while ensuring compliance with permanent lender and HUD requirements.
Before joining Rockport, Shawn worked for 15 years in the Boston Office of Regional Counsel of the U.S Department of Housing and Urban Development and served in various roles from Legal Honors Intern to Associate Regional Counsel.
Shawn graduated from Boston Latin School, Boston College and Boston College Law School, is a lifelong resident of Boston and where he and his wife Karen have three children, Moira, Thomas, and Ryan.
Edward Johnson
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Edward Johnson
Assistant Controller
(978) 491-5803 • [email protected]
Edward Johnson joined Rockport Mortgage Corporation in April of 2021 and currently serves as Assistant Controller. In this capacity, he is responsible for assisting with processing payments to third-parties and invoicing clients during the loan underwriting process. In addition, Edward also assists with in house accounting procedures as well as all aspects of HR, IT, and communication goals.
Prior to his time at Rockport Mortgage, Edward began his career as a Tax Associate at Kevin P. Martin & Associates. While at KPM, he worked in tax services along with helping small business get set up with automated accounting systems online. After KPM, he joined Cabot- Wellington as a Staff Accountant where he maintained accounting records for the family’s various charitable foundations, LLCs, and legal entities as well as preparing financial statements and budget reports. Edward earned his B.S. in Accounting from Curry College and is currently pursuing his M.B.A from the Carrol School of Management at Boston College.
Meagan Marrone
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Meagan Marrone
Executive Assistant and Quality Control Specialist
(978) 675-2005 • [email protected]
Meagan Marrone joined Rockport Mortgage Corporation in 2001. Meagan is a key member of Rockport’s team, serving as Executive Assistant to the Managing Partners, overseeing administrative matters and general office operations.
As Quality Control Specialist, Meagan works with all aspects of Rockport’s operations including origination, processing, underwriting and loan closing to ensure compliance with Rockport’s Quality Control Plan, in addition to coordinating external third-party Quality Control Reviews.
Meagan received her degree in Paralegal and Business Administration from Marian Court College with a focus on Real Estate.
Chip Smith
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Chip Smith
Senior Vice President and Chief Operating Officer
(978) 675-2013 • [email protected]
Chip Smith joined Rockport Mortgage Corporation in 2000 and currently serves as Chief Operating Officer. In this capacity he participates in all phases of loan origination, processing, underwriting and closing, and is responsible for overseeing business operations, allocation of resources and delivery of services, driving performance measures for the company.
Prior to assuming the role of COO in 2008, Chip spent eight years originating multifamily and healthcare transactions. His experience includes the financing of senior housing, market rate apartments and affordable housing for both profit-motivated and non-profit owners and operators.
Prior to joining Rockport, Chip worked for six years as a Certified Public Accountant at Arthur Andersen, followed by two years as a Corporate Controller in a private company. He has also served on the Board of Directors of a community bank for eight years.
Chip holds a B.A. in Business Management from Assumption College, Worcester, MA and a M.B.A. and M.S. in Accounting from Northeastern University, Boston, MA. He earned his C.P.A. license in 1994.
Diane Souza
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Diane Souza
Controller
(978) 675-2020 • [email protected]
Diane Souza joined Rockport in 2001 as Controller. In this capacity she serves as a key member of the team, managing the flow of assets and providing financial analysis support to the owners. In addition, Diane oversees all aspects of human resources, IT and communications systems goals and issues, as well as large equipment purchases.
Diane has 18 years of experience in the commercial real estate industry and came to Rockport with twenty-five years of business experience from her former positions with Gorton’s of Gloucester, where she held positions in billing, credit, sales, and marketing, and Tops Computer Company where she served as the Operations Manager and Controller.
Lauren McDonald
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Lauren McDonald
Project Manager
(978) 675-2024 • [email protected]
Lauren McDonald joined Rockport Mortgage in September of 2009 and currently serves as a Project Manager. In this capacity Lauren is responsible for the oversight and quality control of transaction applications submitted to HUD under the FHA’s multifamily, healthcare and assisted living mortgage insurance programs. Among other things, this includes executing preliminary loan application processes, monitoring pipeline reports, analyzing documents for accuracy and overall project management of loan application submissions.
Lauren works closely with Rockport Mortgage’s clients, third-party service provides and the Rockport Mortgage underwriting team to ensure accuracy and completeness of loan exhibits to facilitate the submission of loan applications to HUD.
Prior to joining Rockport Mortgage Lauren interned at Lehman Brothers Bank in Boston, MA and EJF Real Estate Services, Inc. in Washington, DC.
A graduate of The George Washington University, Lauren earned a BBA in Finance and Hospitality Management. She also holds a MS in Urban Affairs from Boston University.
Adam Philpott
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Adam Philpott
Loan Analyst
(978) 675-2059 • [email protected]
Adam Philpott joined Rockport Mortgage in September 2020 as a Loan Analyst. In this capacity he participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission.
Prior to joining Rockport Mortgage, Adam spent three years at Gorton’s Seafood serving primarily as a Finance Project Lead and Fixed Asset Analyst. Before Gorton’s he worked at Bank of New York Mellon as a Fund accountant and Trade Processing Specialist providing direct support to a private investment management firm ranked as the number one in hedge fund AUM with over $123 Billion.
Adam Graduated from Bates College in 2015 with a B.A. in Economics and general education concentrations in Physics and Religious Studies.
Dan Smith
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Dan Smith
Project Manager
(978) 491-5801 • [email protected]
Dan Smith joined Rockport Mortgage in January of 2021 and currently serves as a Project Manager. In this capacity Dan is responsible for the oversight and quality control of transaction applications submitted to HUD under the FHA’s multifamily, healthcare and assisted living mortgage insurance programs. Among other things, this includes executing preliminary loan application processes, monitoring pipeline reports, analyzing documents for accuracy and overall project management of loan application submissions.
Dan works closely with Rockport Mortgage’s clients, third-party service provides and the Rockport Mortgage underwriting team to ensure accuracy and completeness of loan exhibits to facilitate the submission of loan applications to HUD.
Dan holds a B.A. in Marketing from Assumption College. Prior to joining Rockport Mortgage Dan was the Sales Manager at Acme Merchandise.
Colin Champagne
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Colin Champagne
Loan Analyst
(978) 491-5802 • [email protected]
Colin Champagne joined Rockport Mortgage in February of 2021 as a Loan Analyst. In this capacity he participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission.
Before joining Rockport Mortgage, Colin worked as a Financial Advisor and Retirement Plan Relationship Manager for a Financial Planning Firm in Boston, MA. Prior to working with individuals as well as corporate retirement plans, he began his career at a 401(k) provider, for their Retirement Plan Consolidation group.
Colin has a B.S. in Finance & Marketing from The Peter T. Paul College of Business and Economics at the University of New Hampshire.
Mike Oliver
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Mike Oliver
Loan Analyst
978-675-2039 • [email protected]
Mike Oliver joined Rockport Mortgage in October 2017 as a Loan Analyst. In this capacity he participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission.
Before joining Rockport Mortgage, Mike worked as a Production Engineer for various chemical plants; including four years working for Dow Chemical in North Andover, MA, and two years working for Stepan Company in Elwood, IL.
Mike graduated from Northeastern University in Boston, MA, with a B.S. in Chemical Engineering and a minor in Mathematics.
Rozanne Santuccio
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Rozanne Santuccio
Senior Project Manager
(978) 675-2007 • [email protected]
Rozanne Santuccio joined Rockport Mortgage Corporation in June of 2004 and serves as a Senior Project Manager. In this capacity she is responsible for the oversight and quality control of transaction applications submitted to HUD under the FHA’s multifamily, healthcare and assisted living mortgage insurance programs. Among other things, this includes executing preliminary loan application processes, monitoring pipeline reports, analyzing documents for accuracy and overall project management of loan application submissions.
Rozanne works closely with Rockport Mortgage’s clients, third-party service provides and the Rockport Mortgage underwriting team to ensure accuracy and completeness of loan exhibits to facilitate the submission of loan applications to HUD.
Prior to joining Rockport Mortgage Rozanne spent eight years with the QRS Corporation as a project manager, providing all aspects of quality control and customer service.
Brad Whitman
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Brad Whitman
Loan Analyst
978-675-2014 • [email protected]
Brad Whitman joined Rockport Mortgage Corporation in June of 2019 as a Loan Analyst. In this capacity he participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission. Brad graduated from Trinity College in Hartford, CT, with a Bachelor’s degree in Economics and Mathematics.
James Heald
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James Heald
Loan Analyst
978-675-2016 • [email protected]
James Heald joined Rockport Mortgage in June of 2018 as a Loan Analyst. In this capacity he participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission.
James has a B.S. in Finance from The Peter T. Paul College of Business and Economics at the University of New Hampshire
Lori Pellegrino
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Lori Pellegrino
Project Manager
(978) 675-2033 • [email protected]
Lori Pellegrino joined Rockport Mortgage Corporation in October of 2011 and currently serves as a Project Manager. In this capacity she is responsible for the oversight and quality control of transaction applications submitted to HUD under the FHA’s multifamily, healthcare and assisted living mortgage insurance programs. Among other things, this includes executing preliminary loan application processes, monitoring pipeline reports, analyzing documents for accuracy and overall project management of loan application submissions.
Lori works closely with Rockport Mortgage’s clients, third-party service providers and the Rockport Mortgage underwriting team to ensure accuracy and completeness of loan exhibits to facilitate the submission of loan applications to HUD.
Prior to joining Rockport Mortgage Lori was employed at Verizon Communications for twelve years as a Service Representative and an Escalation Specialist.
Lori graduated magna cum laude from the University of Massachusetts Boston with a B.S. in Political Science and a minor in Business Management.
Andrew Sheerin
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Andrew Sheerin
Loan Analyst
978-675-2032 • [email protected]
Andrew Sheerin joined Rockport Mortgage in June of 2018 as a Loan Analyst. In this capacity he participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission.
Andrew has a B.S. in Finance and Commercial Real Estate Finance from the College of Charleston in Charleston, SC.
Colin Champagne
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Colin Champagne
Loan Analyst
(978) 491-5802 • [email protected]
Colin Champagne joined Rockport Mortgage in February of 2021 as a Loan Analyst. In this capacity he participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission.
Before joining Rockport Mortgage, Colin worked as a Financial Advisor and Retirement Plan Relationship Manager for a Financial Planning Firm in Boston, MA. Prior to working with individuals as well as corporate retirement plans, he began his career at a 401(k) provider, for their Retirement Plan Consolidation group.
Colin has a B.S. in Finance & Marketing from The Peter T. Paul College of Business and Economics at the University of New Hampshire.
James Heald
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James Heald
Loan Analyst
978-675-2016 • [email protected]
James Heald joined Rockport Mortgage in June of 2018 as a Loan Analyst. In this capacity he participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission.
James has a B.S. in Finance from The Peter T. Paul College of Business and Economics at the University of New Hampshire
Lauren McDonald
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Lauren McDonald
Project Manager
(978) 675-2024 • [email protected]
Lauren McDonald joined Rockport Mortgage in September of 2009 and currently serves as a Project Manager. In this capacity Lauren is responsible for the oversight and quality control of transaction applications submitted to HUD under the FHA’s multifamily, healthcare and assisted living mortgage insurance programs. Among other things, this includes executing preliminary loan application processes, monitoring pipeline reports, analyzing documents for accuracy and overall project management of loan application submissions.
Lauren works closely with Rockport Mortgage’s clients, third-party service provides and the Rockport Mortgage underwriting team to ensure accuracy and completeness of loan exhibits to facilitate the submission of loan applications to HUD.
Prior to joining Rockport Mortgage Lauren interned at Lehman Brothers Bank in Boston, MA and EJF Real Estate Services, Inc. in Washington, DC.
A graduate of The George Washington University, Lauren earned a BBA in Finance and Hospitality Management. She also holds a MS in Urban Affairs from Boston University.
Mike Oliver
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Mike Oliver
Loan Analyst
978-675-2039 • [email protected]
Mike Oliver joined Rockport Mortgage in October 2017 as a Loan Analyst. In this capacity he participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission.
Before joining Rockport Mortgage, Mike worked as a Production Engineer for various chemical plants; including four years working for Dow Chemical in North Andover, MA, and two years working for Stepan Company in Elwood, IL.
Mike graduated from Northeastern University in Boston, MA, with a B.S. in Chemical Engineering and a minor in Mathematics.
Lori Pellegrino
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Lori Pellegrino
Project Manager
(978) 675-2033 • [email protected]
Lori Pellegrino joined Rockport Mortgage Corporation in October of 2011 and currently serves as a Project Manager. In this capacity she is responsible for the oversight and quality control of transaction applications submitted to HUD under the FHA’s multifamily, healthcare and assisted living mortgage insurance programs. Among other things, this includes executing preliminary loan application processes, monitoring pipeline reports, analyzing documents for accuracy and overall project management of loan application submissions.
Lori works closely with Rockport Mortgage’s clients, third-party service providers and the Rockport Mortgage underwriting team to ensure accuracy and completeness of loan exhibits to facilitate the submission of loan applications to HUD.
Prior to joining Rockport Mortgage Lori was employed at Verizon Communications for twelve years as a Service Representative and an Escalation Specialist.
Lori graduated magna cum laude from the University of Massachusetts Boston with a B.S. in Political Science and a minor in Business Management.
Adam Philpott
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Adam Philpott
Loan Analyst
(978) 675-2059 • [email protected]
Adam Philpott joined Rockport Mortgage in September 2020 as a Loan Analyst. In this capacity he participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission.
Prior to joining Rockport Mortgage, Adam spent three years at Gorton’s Seafood serving primarily as a Finance Project Lead and Fixed Asset Analyst. Before Gorton’s he worked at Bank of New York Mellon as a Fund accountant and Trade Processing Specialist providing direct support to a private investment management firm ranked as the number one in hedge fund AUM with over $123 Billion.
Adam Graduated from Bates College in 2015 with a B.A. in Economics and general education concentrations in Physics and Religious Studies.
Rozanne Santuccio
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Rozanne Santuccio
Senior Project Manager
(978) 675-2007 • [email protected]
Rozanne Santuccio joined Rockport Mortgage Corporation in June of 2004 and serves as a Senior Project Manager. In this capacity she is responsible for the oversight and quality control of transaction applications submitted to HUD under the FHA’s multifamily, healthcare and assisted living mortgage insurance programs. Among other things, this includes executing preliminary loan application processes, monitoring pipeline reports, analyzing documents for accuracy and overall project management of loan application submissions.
Rozanne works closely with Rockport Mortgage’s clients, third-party service provides and the Rockport Mortgage underwriting team to ensure accuracy and completeness of loan exhibits to facilitate the submission of loan applications to HUD.
Prior to joining Rockport Mortgage Rozanne spent eight years with the QRS Corporation as a project manager, providing all aspects of quality control and customer service.
Andrew Sheerin
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Andrew Sheerin
Loan Analyst
978-675-2032 • [email protected]
Andrew Sheerin joined Rockport Mortgage in June of 2018 as a Loan Analyst. In this capacity he participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission.
Andrew has a B.S. in Finance and Commercial Real Estate Finance from the College of Charleston in Charleston, SC.
Dan Smith
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Dan Smith
Project Manager
(978) 491-5801 • [email protected]
Dan Smith joined Rockport Mortgage in January of 2021 and currently serves as a Project Manager. In this capacity Dan is responsible for the oversight and quality control of transaction applications submitted to HUD under the FHA’s multifamily, healthcare and assisted living mortgage insurance programs. Among other things, this includes executing preliminary loan application processes, monitoring pipeline reports, analyzing documents for accuracy and overall project management of loan application submissions.
Dan works closely with Rockport Mortgage’s clients, third-party service provides and the Rockport Mortgage underwriting team to ensure accuracy and completeness of loan exhibits to facilitate the submission of loan applications to HUD.
Dan holds a B.A. in Marketing from Assumption College. Prior to joining Rockport Mortgage Dan was the Sales Manager at Acme Merchandise.
Brad Whitman
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Brad Whitman
Loan Analyst
978-675-2014 • [email protected]
Brad Whitman joined Rockport Mortgage Corporation in June of 2019 as a Loan Analyst. In this capacity he participates in all aspects of the underwriting process from initial loan sizing to third party reviews and application submission. Brad graduated from Trinity College in Hartford, CT, with a Bachelor’s degree in Economics and Mathematics.