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Edward M. Aloe is Founder and Managing Principal of CALCAP Advisors Inc. For the past 22 years, Ed has been involved in the areas of acquisition and syndication, as well as commercial and residential finance. Mr. Aloe is currently the Managing Member of multiple LLC’s that own multi-family, retail, office and industrial properties. Ed spent 14 years at IndyMac Bank, where he was most recently a Regional President, specializing in the purchase and securitization of residential mortgages. Ed has personally been involved in the purchase of over $10 billion in residential mortgages. Mr. Aloe holds a B.B.A. degree in Business from the University of San Diego, with a minor in English. He also serves on the Board of Directors for Foothill Family Services, a Non Profit. Ed resides in San Marino, California with his wife and three children. He can be reached by phone at (626) 229-9057 or via e-mail at ed.aloe@calcapadvisors.com
Patrick A. Wakeman is a Founder and Principal of CALCAP Advisors. He specializes in multi-family and commercial properties, REO purchases, and defaulted Note acquisitions. Pat began his career with CB Richard Ellis in 1988 handling leasing and sales of commercial properties, eventually representing over one million square feet of buildings owned by institutional and developer clients such as Ford Motor Company, Allstate Insurance, Koll Company, T. Rowe Price Mutual Funds and Transamerica Insurance. In 1995, Pat founded Landmark Realty Group, a firm dedicated to commercial property investment, syndication and brokerage. Working with a close-knit group of investors, he formed multiple LLCs and LPs to purchase apartment and commercial projects throughout the U.S. Pat is a graduate of the University of San Diego with a B.B.A. in Business Administration and Accounting. Pat resides in the Carmel Valley area of San Diego with his wife and two daughters. He can be reached by phone at (858) 764-4890 or via e-mail at pat.wakeman@calcapadvisors.com
Mark Mozilo is a Principal of CALCAP Advisors Inc. Since 1986, Mark has been involved in the mortgage business and acquisition of land and apartment units as a Managing Member of multiple LLC’s. Mark recently spent the last 12 years running various lending activities for IndyMac Bank as an EVP and CEO. Mark's range of responsibilities included overseeing all aspects of sales and marketing, recruiting and training, operations, and strategic and financial planning.
Prior to joining IndyMac Bank, Mark founded a mortgage banking firm, Keros Mozilo Mortgage. His company focused on niche lending for wholesale mortgage brokers. Mark also worked 6 years for Countrywide Financial as a Regional Vice President. Mr. Mozilo earned his bachelor’s degree from the University of San Diego, and has earned the Certified Mortgage Banker (CMB) designation.
Mark serves on several boards which include; Shelter Partnership of Los Angeles, Wellness Community of San Gabriel Valley and University of San Diego's Real Estate Committee. Mark is also a member of the San Gabriel Valley Young Presidents Organization (YPO).
Mark presently resides in Pasadena, Ca. with his wife Michele and three children. He can be reached by phone at (626) 229-9056 or via e-mail at mark.mozilo@calcapadvisors.com
Josh Holman is the Senior Vice President of CALCAP Advisors, Inc. Mr. Holman has been with the company since April 2009. Prior to joining the company he worked in Residential Land Acquisitions for Makar Properties, LLC, a large residential and commercial developer with over $1 Billion in assets under management. Mr. Holman also served as the Urban Infill V.P. of Finance for one of the 50 largest homebuilders in the country. He started his career in 1999 as the Corporate Financial Analyst for The Meyers Group, a Southern California based residential market research and consulting firm.
In his current role as Vice President for CALCAP Advisors, Inc., Mr. Holman is responsible for utilizing his deal underwriting and acquisition experience to seek out stalled condominium, townhome and multi-family investment opportunities. He is also a valuable part of the day-to-day management of the residential assets in CALCAP’s portfolio. Mr. Holman graduated with honors in 1998 from Northern Arizona University with a B.S.B.A in Finance. He also received his M.B.A. from the Graziadio School of Business at Pepperdine University in 2005. He is a licensed California Real Estate Broker and has earned a certificate in Light Construction Development Management from the University of California, Irvine. Mr. Holman can be reached by phone at 626-229-9059 or via e-mail at josh.holman@calcapadvisors.com
Elizabeth Romero is the Operations Controller of CALCAP Advisors, Inc. Ms. Romero has been with the company since September 2011. Prior to joining the company she was the Operations Controller, from January 2001 to August 2011, at Rexford Industrial Realty & Management, Inc., a Southern California industrial acquisition, development and management firm with more than 20 million square feet of property throughout the Western United States. Ms. Romero has over 12 years of commercial and residential real estate experience with a focus on accounting, investor reporting, due diligence and loan compliance. In her current role as Operations Controller for CALCAP Advisors, Inc. Ms. Romero is responsible for the accounting , financial and investor reporting, budgeting and forecasting, as well as year- end tax preparation and K-1 distribution. Ms. Romero earned her bachelor’s degree from California State University, Northridge. Elizabeth can be reached by phone at 626.229.9054 or via email at elizabeth.romero@calcapadvisors.com
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