Authors List
Authors
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Jeff Willis is a mortgage loan originator-adviser with Ocean Capital Lending. Originally from El Dorado, Arkansas, Willis graduated from Louisiana State University with a double major in journalism and history. He worked in broadcast television for 20 years before switching to banking and financial services in 1999. He authored the book, “E is for English” in 2010. In 2022, he completed “Conveyance,” a five-part historical novel following a Louisiana family which emancipated, educated and deeded land to their slaves, a full five years before the Civil War.
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Trace Wilson is a director at PGIM Real Estate Finance. Since 2013, he has originated and closed more than $1.5 billion in loans secured by senior housing. PGIM’s senior-housing team offers a depth of expertise and has access to multiple capital sources, including Prudential Financial’s general account, Fannie Mae’s Delegated Underwriting and Servicing (DUS) program, Freddie Mac and a bridge-to-agency program.
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David Wind is a board member of the Community Home Lenders Association (CHLA). Wind has a unique combination of real-world owner/operator experience in traditional consumer finance and strategic and operational roles at Silicon Valley fintech startups. He understands the myriad of challenges traditional operators face and successfully bridges the gap between legacy lending operations and products with technology solutions. He holds a law degree from New York University School of Law.
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Steven Winokur is the chief marketing officer for Angel Oak Companies, overseeing all marketing and branding initiatives. Winokur has more than 25 years of experience in both corporate and agency environments. Prior to Angel Oak, he oversaw marketing and branding for Buyers Protection Group and United Guaranty, as well as two advertising agencies. Winokur lives in Atlanta with his wife and two kids.
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John Wise is executive vice president of sales at Newfi Wholesale, bringing 37 years of experience in mortgage and real estate, with a strong focus on the TPO non-agency space. An entrepreneur at heart, John has launched or supported several firms. From working at Goldman Sachs to leading his own company and now leading Newfi sales, John’s service-driven approach has consistently fueled his success.
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Rachel M. Wolf, Esq. is a partner with the law firm Shumaker Williams, P.C. Her practice focuses on consumer financial-services regulatory compliance with an emphasis on residential mortgage lending. Shumaker Williams represents banks and nondepository financial-services providers nationwide on regulatory compliance and business matters. Schedule an annual BSA/AML compliance audit by contacting her.
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Jeffrey Wolfer is president and CEO of Silver Arch Capital Partners, a nationwide bridge lender based in Hackensack, New Jersey. He has been a driving force in the private lending industry for more than two decades. Wolfer’s achievements include more than 400 loan closings totaling more than $2 billion.
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Kevin Wolfer is president and CEO of Kennedy Funding, a direct private lender based in Englewood Cliffs, New Jersey. Wolfer is a 25-year industry veteran and is part of a team that has closed more than $3 billion in hard money loans to borrowers across the globe. He has closed loans throughout the U.S., Caribbean, Europe, Canada and South America. Kennedy Funding specializes in bridge loans for land, multifamily, retail, office and hospitality properties. Call Kennedy Funding at (201) 342-8500.
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Gregg Wolfer is chief operating officer of Kennedy Funding, a direct private lender based in Englewood Cliffs, New Jersey. Wolfer is a 25-year industry veteran and is part of a team that has closed in excess of $3 billion in hard money loans to borrowers across the globe. He has successfully closed loans throughout the U.S., Caribbean, Europe, Canada and South America. Kennedy Funding specializes in bridge loans for land, multifamily, retail, office and hospitality properties.
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Jacob Wolinsky is the founder of ValueWalk.com, a popular value-investing and hedge fund-focused investment website. Wolinsky worked as an equity analyst, first at a microcap-focused private equity firm, followed by a stint at a small- and midcap-focused research shop. He lives with his wife and four kids in Passaic, New Jersey.
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Tim Wolski is a marketing leader with more than 25 years of experience. He currently serves as an adjunct professor at Bryant University, where he teaches new product development and entrepreneurial marketing. Wolski is passionate about making a meaningful impact. He stays ahead of marketing trends, ensuring his students and the companies that he works for deliver impactful, consumer-focused and data-driven marketing campaigns. Reach Wolski at (401) 965-2615.
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