Team
John M. Jacquemin
Founder
John Jacquemin began his career in finance as a consultant for an international management consulting firm, then as CFO for a diversified group of companies in Pennsylvania. In 1982, using his own and borrowed capital, he began his career as a finance entrepreneur with the formation of Mooring Financial Corporation. In its first decade, the firm specialized in large ticket commercial equipment leasing. Leasing quickly took on a secondary role, as Jacquemin hired former bankers and focused the company’s attentions on the purchase of sub-performing and non-performing commercial loans. In 2006, Mr. Jacquemin’s entrepreneurial success and spirit were recognized by Ernst & Young, when he was chosen to receive the Ernst & Young Greater Washington Entrepreneur of the Year Award. The award is given to individuals who inspire others with their vision, determination and leadership skills. In 1997, he and his wife, Tracie, established The Jacquemin Family Foundation – the perfect vehicle to funnel their entrepreneurial spirit into philanthropy. Their dedication to provide educational and artistic opportunity for children is shown through their gifting to both small and large organizations throughout the Washington Metropolitan area and around the world.
Mr. Jacquemin currently serves on several Boards including:
- Penn National Gaming Inc., a NASDAQ-listed company headquartered in Reading, Pennsylvania. PENN is the third largest gaming company in the U.S.
- Board of Trustees for George Mason University Foundation (www.gmu.edu).
- Several local non-profit organizations, including: the Jacquemin Family Foundation, Kid Pan Alley, Castleton Festival and Foothills Forum.
He is dedicated to his alma maters – Pennsylvania State University, where he established a study abroad scholarship fund, and Dartmouth College, where he served as member of the Board of Overseers at the Tuck School of Business from 2006 until 2018. As a former board member at the Wolf Trap Foundation for the Performing Arts, he stays involved in this national treasure, particularly in the Early Childhood Education Program for which Wolf Trap is renowned. Mr. Jacquemin received a B.A. degree in General Arts & Science from Pennsylvania State University, and earned his M.B.A. degree from Dartmouth College at the Tuck School of Business Administration. An avid traveler on land and sea – hence the name “Mooring” – Mr. Jacquemin resides in McLean and Castleton, Virginia with his wife, Tracie.
Dipesh Bhise
Chief Investment Officer
Dipesh Bhise joined Mooring Financial Corporation in 2001 and is responsible for managing Mooring Capital Fund. He has been Chief Investment Officer since 2012 and led Mooring Capital Fund’s record performance over the past eleven years. In 2007, he established and managed Mooring Intrepid Opportunity Fund which generated significant returns from being short the credit and equities markets.
Prior to joining Mooring Financial Corporation, he worked as a management consultant with Mercer Management Consulting, a global strategy-consulting firm in their Washington DC office, and before that spent 3 years working on corporate finance and business consulting projects with KPMG Consulting. Mr. Bhise received his Bachelors degree in Commerce/Accounting from Sydenham College, Mumbai, a Masters from the Faculty of Management Studies at Delhi University, and an MBA from the Tuck School at Dartmouth College.
Outside of work, Dipesh enjoys hiking, biking and travel.
Liz Ulrich
Senior Vice President, Asset Management
Prior to joining Mooring Financial Corporation, Mrs. Ulrich worked at Bank of America as a Compliance Officer and Charter One Mortgage as a Senior Auditor. Mrs. Ulrich received a Bachelor of Arts degree in Business and Economics from Randolph-Macon College.
Liz enjoys traveling with her husband and daughter.
Daniel Briotti
Vice President, Asset Management
Mr. Briotti has over 15 years of asset management experience across numerous real estate property sectors nationwide. He is skilled in underwriting, restructuring, and resolving commercial loans in special situations, and negotiating the purchase, lease, and sale of various types of real estate.
Mr. Briotti oversees a portfolio of assets across the U.S., including industrial, retail, and office buildings, senior living, hospitality, recreational, educational, and religious facilities, agricultural land, and land for development.
Mr. Briotti holds an M.B.A. from The George Washington University and graduated from the University of Richmond with a B.A. in Political Science. He is an avid reader, runner, and recreational soccer player. He resides with his wife and two children in Richmond, Virginia.
Christine Phan
Controller
In her free time, Ms. Phan enjoys traveling with her husband and two sons.
Bennett Roach
Asset Manager
Prior to joining Mooring Financial Corporation, Mr. Roach interned for the NNN Pro Group at Marcus & Millichap and the USDA Financing Team at Raymond James.
Mr. Roach received a Bachelor of Science in Business Administration from Washington & Lee University. He resides in Washington, D.C. and outside of the office enjoys to golf, play basketball, ski, and travel.
Kerri Donovan
Senior Accountant
In her free time, Mrs. Donovan enjoys traveling with her husband and visiting family in Pennsylvania and Texas.