Private investment firm specializing in the management of alternative assets

Team

John Jacquemin

President & CEO

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 Visitors for George Mason University (www.gmu.edu), the largest and most diverse university in the Commonwealth of Virginia.
  • Kid Pan Alley (www.kidpanalley.org), an organization inspiring and empowering children to become creators of their own music and to rekindle creativity as a core value in education.
  • Tuck Board of Overseers, one of six Ivy league business schools and the first institution to offer a master’s degree in the field of business administration.
  • Castleton Festival (www.castletonfestival.org), an independent nonprofit organization formed to nurture young artists and create opportunities within the community for shared cultural experiences.
He is dedicated to his alma maters – Pennsylvania State University, where he established a study abroad scholarship fund, and Dartmouth College, where he has been a member of the Board of Overseers at the Tuck School of Business since 2005. 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, Virginia with his wife, Tracie, and their three daughters.

Dipesh Bhise

Chief Investment Officer

Dipesh Bhise joined Mooring Financial Corporation in 2001 and is responsible for managing investments for Mooring Capital Fund and Mooring Intrepid Opportunity Fund. Mooring Capital Fund invests in sub-performing and distressed commercial real estate secured loans and Mooring Intrepid Opportunity Fund is a multi-strategy fund. 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 and an MBA from the Tuck School at Dartmouth College.

Liz Ulrich

Vice President, Asset Management

Liz Ulrich joined Mooring Financial Corporation in April 2002 and was promoted to Vice President in 2013. She focuses on underwriting and management of Mooring Capital Fund’s loan portfolio. 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.

Dan Briotti

Senior Asset Manager

Dan Briotti joined Mooring Financial Corporation in June 2008. As Senior Asset Manager, he focuses on underwriting, servicing, and management of Mooring Capital Fund’s loan portfolio. During his tenure at Mooring, Mr. Briotti has assisted in monitoring asset databases, compiling and analyzing data of local and multi-state real estate markets, and liquidating REO properties. Mr. Briotti received a B.A. in Political Science from the University of Richmond and earned an MBA from the George Washington University.

Christine Phan

Controller

Christine Phan joined Mooring Financial Corporation in January 2001 and currently holds the position of Controller. She is responsible for management and oversight of the Accounting Department. As Controller, Ms. Phan is responsible for executing all of the company’s internal and external reporting as well as ensuring that these documents comply with Generally Accepted Accounting Principles. Ms. Phan received a Bachelor of Science in Accounting from George Mason University.

John
Jacquemin

President & CEO

“I’m so proud of our team. Dipesh, Liz and Chris have been with us for more than 10 years. Dipesh is a graduate of Tuck School at Dartmouth College, my alma mater. Dan completed his MBA from George Washington University. It is a very talented group.”

Investment Funds

Mooring Capital Fund

acquires and manages distressed, sub-performing and performing commercial
loans…  

Mooring Intrepid Opportunity Fund

is a multi-strategy hedge fund that invests by combining a disciplined top-down adherence to its managers' macroeconomic outlook…  

Disclaimer

Disclaimer and Important Legal Information

Information on this website is provided for informational purposes only and for personal, non-commercial use. Mooring Financial Corporation and/ or its affiliates (“MFC”) is not providing specific investment advice to any individual, person or entity that is viewing the web site and does not represent that any investment security, fund or service described on this web site is suitable for any investor. No tax, investment or legal advice is being provided by this website...  

Contact Us

8609 Westwood Center Drive
Suite 450
Vienna, VA 22182
Tel: (703) 917-0707
Fax: (703) 923-8901

Diane Lunsford
dlunsford@mooringfinancial.com
(703) 917-0281