Kelly Capital Team

Kelly Capital was founded nearly two decades ago as a company, but long before that as a personal vision. Entrepreneurship and shrewd investing have been a part of Michael's nature since anyone can remember. In his early 20's, in the midst of the Savings & Loan Crisis, Michael adroitly negotiated a $150 million acquisition from the Resolution Trust Corporation – the largest of its kind at the time. Since then, his initiatives across diverse industries and business climates have resulted in the completion of over $3 billion in transactions. Having innovated an approach that combines disciplined analysis with bold strategies and rapid execution, Michael has earned a strong reputation for identifying value where others can not, and for delivering superior returns with limited risk. Under his leadership, Kelly Capital has developed numerous real estate properties, has transformed declining businesses into thriving companies and has become one of Southern California's leading privately-held investment firms.

Dan Will joined Kelly Capital in 2004 and manages the firm’s Dallas/Fort Worth office. Mr. Will has over 20 years of experience in debt capital markets. Most recently Mr. Will served as Chairman/CEO of Oxford Representatives Group, a holding company comprised of a wholly-owned retail brokerage operation with 90 licensed reps, a registered investment advisory firm, a corporate finance subsidiary, an insurance brokerage agency, and a lending subsidiary that Mr. Will had primary responsibility for. Prior to his tenure at Oxford, Mr. Will’s extensive banking career included serving as President, Chairman, and CEO of Mountain Community Bank (MCB) between 1992 and 1999, until its sale to another regional bank. During the period that he managed MCB, the bank grew from $25 million to nearly $100 million in total assets, and was one of the most profitable banks in NM as measured by ROA and ROE. Mr. Will earned his BA in Finance and Management, as well as his MBA, from Texas Christian University.

Lloyd Eason joined Kelly Capital in 2011 and manages the firm's institutional investor relationships. Prior to joining Kelly Capital, Lloyd Eason held the position of Chief Financial Officer within Md7, LLC (*Md7*), a telecommunicaitons services company located in San Diego, CA. Lloyd is also a former Managing Director within the Private Finance division of the Credit Suisse Group. As an investment banker and trusted advisor, Lloyd completed approximately $15 billion in capital raises on behalf of a diverse group of global clients. His product expertise includes fixed income, structured transactions, real estate and structured mezzanine and equity placements. Prior to Credit Suisse, Lloyd was a member of the mergers and acquistitions and corporate restructuring divisions of Lazard Freres & Co. and Morgan Stanley & Co. Lloyd attained his Master's degree in Business Administration from the Wharton School at the University of Pennsylvania and his Bachelor of Science degree in finance from Hampton University.

Greg is the Chief Financial Officer of Kelly Capital and is also responsible for the accounting, IT and HR functions for the company. He joined Kelly Capital in 2005 and has 29 years of finance, accounting and management experience. Prior to joining Kelly Capital, Mr. Bowen served as Chief Financial Officer for SeaWest WindPower, Inc. and Burnham Pacific Properties, Inc. and as Vice President of Finance for TrizecHahn Development Corporation. He started his career as an auditor with Deloitte. Mr. Bowen has negotiated and closed over $1 billion of construction and permanent project debt. He has experience in public offerings of equity and debt, and in the acquisition, disposition and development of over $3 billion of real estate and hotel projects. Mr. Bowen graduated Cum Laude with a BS in Accounting from Brigham Young University and is a licensed California Certified Public Accountant.

Joe is Responsible for overseeing day-to-day accounting, managing Kelly Capital’s Loan Servicing and REO portfolio and cash management functions. He earned a BA in accounting from the University of Nevada, Las Vegas. Mr. Thomas joined Kelly Capital in 1994.

Since joining Kelly Capital in 2002, Michael Marks, has directed the company’s legal affairs. He has 20 years of experience in corporate law, real estate, mergers and acquisitions, finance, litigation and a wide range of other business transactions. He was formerly General Counsel of Ampal-American Israel Corporation, a public company based in New York, and was an attorney with a national law firm in San Diego. He is a member of the State Bars of California, New York and Connecticut and is a licensed California real estate broker. Mr. Marks received his JD from Emory University School of Law and his BA in History from State University of New York at Binghamton.

Priya is Responsible for Kelly Capital’s legal affairs and works under the leadership of Michael Marks. She has over ten years’ legal experience in real estate law, including acquisitions, disposition, real estate finance, leasing and development projects. Ms. Reddy also has extensive general corporate and finance. She is a member of the State Bar of California and the San Diego County Bar Association. Ms. Reddy earned her JD from University of British Columbia in Vancouver, Canada. She Joined Kelly Capital in 2009.

Sean is responsible for sourcing and evaluating investment opportunities and coordinates the firm’s due diligence process for acquisitions. Prior to joining Kelly Capital, Sean was an Associate with Pacific Corporate Group LLC, where he was responsible for investment analysis and due diligence and advised institutions on over $1 billion of commitments to private equity. Prior to Pacific Corporate Group, he was a Senior Consultant with Arthur Andersen LLP.

Since 1999, Eric Lofgran has been actively involved with the acquisition and cross-trading of various debt instruments, particularly commercial real estate loans, for Kelly Capital’s Debt Capital Markets Group. During his tenure with the firm, Mr. Lofgran has completed over 15 transactions valued at over $50 million with a wide array of financial institutions. Prior to joining the Group, Mr. Lofgran spent four years as an Asset Manager for one of Kelly Capital’s operating businesses.

Fred is responsible for all aspects of the company’s diverse real estate holdings, including asset and property management, and brokerage. Fred joined Kelly Capital in 2007 and brings with him 25 years of property and asset management, and commercial brokerage experience. Prior to joining Kelly Capital, Fred served as Director of Operations for Lincoln Property Company over Military Housing, Regional Vice President for AIMCO over Las Vegas and San Diego, and as a commercial broker with McMillan Commercial Realty.