President & CEO
I’m very proud of our management team. Dipesh, Liz and Chris have been with us for more than 19 years and Dan for 13 years. Dipesh is a graduate of the Tuck School at Dartmouth College, my alma mater. Dan received his MBA from George Washington University. It is a very talented group.”
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 opportunities 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 nation’s largest regional gaming company with 41 properties in 19 states.
- 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.
- Board of Trustees for George Mason University Foundation (www.gmu.edu), the largest and most diverse university in the Commonwealth of Virginia.
- 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 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, Virginia with his wife, Tracie.
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.
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.
Director, Asset Management
Dan Briotti joined Mooring Financial Corporation in June 2008 and focuses on the management of the commercial real estate and loan portfolio. Mr. Briotti is responsible for underwriting new investments and the management of assets throughout the US, including industrial, retail, and office buildings, recreational, educational, and religious facilities, agricultural land, and land for development. Mr. Briotti received a B.A. degree in Political Science from the University of Richmond and an M.B.A. from The George Washington University.
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.