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About Us At the BAY AREA MORTGAGE ASSOCIATION

The Bay Area Mortgage Association “BAMA” was founded in 1953 by a small group of commercial real estate professionals and over its 65+ year history has grown to nearly 300 members. BAMA is one of the most active, locally focused, commercial real estate industry organizations in the San Francisco Bay Area. Members include commercial real estate brokers, lenders, developers, and investors in all stages of their career, ranging from new analysts to seasoned industry veterans. Guests include lawyers, appraisers, engineers, title professionals, tech workers, consultants, and beyond.

BAMA hosts monthly events that are a mix of social events with networking opportunities along with informational panels about relevant topics in the commercial real estate industry, with an emphasis on mortgage and finance. BAMA is a welcoming organization with members and guests who work in companies ranging from small or private companies to large, institutional firms.

REGISTER TODAY

Longest Running Real Estate Finance Group

BAMA was founded in 1953 by three East Bay commercial real estate professionals: John J Peters, Joseph Duffel, and Donald W. Mitchel. They subsequently reached out to several industry contacts and the first BAMA meeting was held at Emil Villa Restaurant in Oakland where John Peters was elected the first President. The first speaker was Wilbur Warner of Western Mortgage and the following meeting’s speaker was Milt Owens of Owens Financial.

Over its history, BAMA has had 65 Past Presidents who are recognized further below. One of the strengths of BAMA is the involvement of the Past Presidents with the organization and Executive Board. The BAMA Past Presidents make themselves available for guidance related to the BAMA organization and also available for career mentorship and helping make connections within the industry.

BAMA Executive Board

BAMA is non-profit organization that is ran by a volunteer-based Executive Board, shown below. The board consults annually with the BAMA Past Presidents to discuss topics of the organization’s event planning, membership trends, and growth goals. The BAMA Executive Board is a progressive tenure where board members commit to a 5-year investment and conclude their term as President. The goal of the board is to maintain the standards of the organization set by Past Presidents, plan stimulating events that are relevant to the commercial real estate industry, and actively engage with BAMA members and guests to keep the organization thriving. The board adds a new member every spring; if you are interested in joining, feel free to reach out to any of the board members to have a conversation.

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Jessica Carter

PRESIDENT

Archway Capital

310 · 893 · 7176 

president@sfbama.com

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Jessica Carter is Vice President of Originations at Archway Capital, LLC. With nearly a decade of experience in Residential and Commercial Real Estate Lending, Jessica focuses on Business Development and Origination of short-term bridge debt and equity for sponsors nationwide. Jessica specializes in underwriting and originating commercial real estate loans in various asset classes, including Multifamily, SFR, Industrial, and Retail. Jessica prides herself on developing strong broker partnerships by focusing on her value-add approach and client-centric focus. By effectively navigating the volatility of the real estate market, by specializing in bespoke lending scenarios and developing creative loan solutions, she has successfully closed over $200M in financing throughout her career.

Prior to joining Archway, Jessica served as Regional Account Manager at a leading alternative investment management firm that focuses on commercial real estate loans in the lower middle market. Prior to that, she served as Residential Mortgage Loan Processor at Banc of California, one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small-, middle-market, and venture-backed businesses.

Jessica was born and raised in San Jose, CA, where she attended San Jose State University. She currently serves as President of the Bay Area Mortgage Association and has served on the board for 5 years. In 2024, she was honored at Bisnow’s Northern California Women Leading Real Estate Conference as a ‘Power Woman’ to recognize her accomplishments in the real estate industry. In 2022, she was named as one of ConnectCRE’s Top Mortgage Brokers & Lenders. During her free time, Jessica enjoys cooking international cuisine and spending time with her husband and daughter. 

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Briana Harney

VP OF PROGRAMS

Northmarq

415 · 433 · 8840

vp_programs@sfbama.com

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Briana Harney is a Vice President in NorthMarq’s San Francisco office. She is responsible for placing both debt and equity for her clients with a focus on Bay Area transactions. During her career at NorthMarq she has directly or with a team closed over $2.5 billion in debt and equity transactions covering the full spectrum of lender and product types. Briana leverages her knowledge of the market, a reliable out-to-market strategy, and strong relationships with lenders and investors to bring the best capital solutions to her clients.

 

Briana is an active member of NAIOP where she currently serves on the NAIOP SFBA Board and is co-chair of the Membership Committee. She has previously served as co-chair of the Young Professionals Group (YPG) Alumni Committee and was a member of the 5th class of the YPG program. She is also a past President of the Berkeley Real Estate Alumni Association (BREAA), a non-profit alumni organization affiliated with UC Berkeley, and has served on the board of BREAA since 2018. In addition to those roles, Briana is actively involved in Urban Land Institute San Francisco, the Bay Area Mortgage Association, the Mortgage Bankers Association, CREW, and The Women of Real Estate.

 

Briana earned her B.A. at UC Berkeley where, as an undergraduate she played on the Women's Division I Field Hockey team. She later earned her Masters in Business Administration at UC Berkeley’s Haas School of Business. Continuing to pursue her passion for sports and team camaraderie, Briana is currently a member of the Olympic Club’s Women’s Field Hockey team and was a member of the Olympic Club team that won the USFHL Women’s Club National Championship in 2019.

 

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AJ Bolino

VP OF MEMBERSHIP

Regions

949 · 381 · 2782

vp_membership@sfbama.com

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AJ Bolino is a Director with Regions Real Estate Capital Markets, focused on both Small Balance and Conventional Agency lending. He joined Sabal Capital (acquired by Regions) in 2019.

 

His experience in institutional lending is rich and varied, beginning at GE Capital (focused on CMBS/Structured Debt across all asset classes), then Berkadia (focused on Freddie Mac/Life Co executions), Chase (focused on Multifamily assets with CTL’s MFL Group) and Banc of California (focused on all asset classes, focused on bridge debt and stabilized portfolio products) before moving into his current role.

 

Prior to his career in commercial lending, he served in the United States Marine Corps, discharged from the USMCR in 1999. He is a lifelong Bay Area resident and seventh generation Californian. He spends his free time pursuing his passions: fitness, the outdoors, live sporting events and live music. He has a BA in Business Management from San Jose State University, and currently lives in Daly City, CA.

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Jake Berry

TREASURER

Rubicon Mortgage Fund

925 · 283 · 8919

treasurer@sfbama.com

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Jake Berry is a loan originator at Rubicon Mortgage Fund, LLC. He focuses on providing short-term financing on commercial and residential properties throughout the state of California. Jake has extensive knowledge in originating and underwriting a multitude of properties including industrial, retail, multifamily, office, hospitality, etc. He also aids in determining the status of Rubicon’s current loan portfolio through underwriting various loan scenarios and property types.

 

Jake is an active member of the Bay Area Mortgage Association (BAMA), Belden Club and serves on the board of committee of HIF Building Leaders Initiative. He earned a degree in Hospitality Management at Utah Valley University and played on the Division 1 Baseball team. He currently resides in San Francisco.

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Parker Watson

SECRETARY

Slatt Capital

415 · 423 · 1730 

secretary@sfbama.com

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Parker joined Slatt Capital as a loan servicing analyst and excelled supporting a $2.2 billion dollar Life Co. portion of Slatt Capital's growing $5+ Billion dollar portfolio. Mr. Watson transitioned to business generation role as an Associate and Commercial Mortgage Banker operating out of the company's San Francisco office. Previously, Parker served as an analyst with Rubicon Mortgage Fund, LLC. In his free time, Parker likes to cook, travel, watch sports, and incorporate the life of an outdoor enthusiast.

Parker Watson graduated from University of Oregon with a degree in economics, complemented with a concentration in business finance including a minor in business administration and city planning.

PAST BAMA PRESIDENTS

SARAH ARMSTRONG <br>2023-2024

SARAH ARMSTRONG
2023-2024

CESAR PENA <br>2022-2023

CESAR PENA
2022-2023

TOM WIGHT <br>2021-2022

TOM WIGHT
2021-2022

JUSTIN EICHMAN <br>2020-2021

JUSTIN EICHMAN
2020-2021

RICK SALINAS <br>2019-2020

RICK SALINAS
2019-2020

ANDREW MEKJAVICH <br>2018-2019

ANDREW MEKJAVICH
2018-2019

KEELY FAIRFAX <br>2017-2018

KEELY FAIRFAX
2017-2018

MEGAN WOODRING <br> 2016-2017

MEGAN WOODRING
2016-2017

BRIAN HAINES <br> 2015-2016

BRIAN HAINES
2015-2016

JEFF WILCOX <br>2014-2015

JEFF WILCOX
2014-2015

JORDAN ANGEL <br> 2013-2014

JORDAN ANGEL
2013-2014

WILLIAM CRAUN <br> 2012-2013

WILLIAM CRAUN
2012-2013

NATHAN PROUTY <br>2011-2012

NATHAN PROUTY
2011-2012

RAMSEY DAYA <br> 2010-2011

RAMSEY DAYA
2010-2011

JEFFREY N. SHADDY <br>2009-2010

JEFFREY N. SHADDY
2009-2010

SCOTT JOHNSON <br>2008-2009

SCOTT JOHNSON
2008-2009

JEN BUI <br>2007-2008

JEN BUI
2007-2008

MICHAEL GRAUSZ <br>2006-2007

MICHAEL GRAUSZ
2006-2007

CHRIS COLE <br> 2005-2006

CHRIS COLE
2005-2006

JACQUELINE A. DENNING <br> 2004-2005

JACQUELINE A. DENNING
2004-2005

JOSE LOPEZ <br> 2003-2004

JOSE LOPEZ
2003-2004

KURT F. ALTVATER <br> 2002-2003

KURT F. ALTVATER
2002-2003

JANET CONNORS <br> 2001-2002

JANET CONNORS
2001-2002

THOMAS I. MCKNEW <br> 2000-2001

THOMAS I. MCKNEW
2000-2001

RICHARD E. DAVIDSON <br> 1999-2000

RICHARD E. DAVIDSON
1999-2000

DAVID SALDIVAR <br> 1998-1999

DAVID SALDIVAR
1998-1999

DENNIS M. WILLIAMS <br> 1997-1998

DENNIS M. WILLIAMS
1997-1998

RICHARD L. CARLSON <br> 1995-1997

RICHARD L. CARLSON
1995-1997

TUP FISHER <br> 1994-1995

TUP FISHER
1994-1995

SCOTT T. SCHAFER <br> 1993-1994

SCOTT T. SCHAFER
1993-1994

KENNON J. BROKAW <br> 1992-1993

KENNON J. BROKAW
1992-1993

KATHLEEN B. HARRISON <br> 1991-1992

KATHLEEN B. HARRISON
1991-1992

JEFFREY A. WEIDELL <br> 1990-1991

JEFFREY A. WEIDELL
1990-1991

KURT N. SCHEIDT <br> 1989-1990

KURT N. SCHEIDT
1989-1990

GWAINE K. PROM <br> 1988-1989

GWAINE K. PROM
1988-1989

THOMAS S. DE REGT <br> 1987-1988

THOMAS S. DE REGT
1987-1988

MELINDA ELLIS EVERS <br> 1986-1987

MELINDA ELLIS EVERS
1986-1987

JOHN T. KERSLAKE <br> 1985-1986

JOHN T. KERSLAKE
1985-1986

JEFFREY N. WEBER <br> 1984-1985

JEFFREY N. WEBER
1984-1985

ROBERT HAMAGUCHI <br> 1983-1984

ROBERT HAMAGUCHI
1983-1984

ANN N. ROULAC <br> 1982-1983

ANN N. ROULAC
1982-1983

ROSLYN B. PAYNE <br> 1981-1982

ROSLYN B. PAYNE
1981-1982

PHILIP A. DEMARIA <br> 1980-1981

PHILIP A. DEMARIA
1980-1981

HOWARD C. CREIGHTON <br> 1979-1980

HOWARD C. CREIGHTON
1979-1980

ROGER L. GORDON <br> 1978-1979

ROGER L. GORDON
1978-1979

TERRY J. STERNBERG <br> 1977-1978

TERRY J. STERNBERG
1977-1978

ROBERT A. FIDDMAN <br> 1976-1977

ROBERT A. FIDDMAN
1976-1977

DONALD H. KIESELHORST <br> 1975-1976

DONALD H. KIESELHORST
1975-1976

IVAN L. CHOW <br> 1974-1975

IVAN L. CHOW
1974-1975

JAMES H. O'CONNOR <br> 1973-1974

JAMES H. O'CONNOR
1973-1974

MONTE KLEIN <br> 1972-1973

MONTE KLEIN
1972-1973

DAN WEBSTER <br> 1971-1972

DAN WEBSTER
1971-1972

J. STANTON KING <br> 1970-1971

J. STANTON KING
1970-1971

JOHN FRASER <br> 1969-1970

JOHN FRASER
1969-1970

RICHARD RALPH <br> 1968-1969

RICHARD RALPH
1968-1969

EUGENE P. CARVER <br> 1967-1968

EUGENE P. CARVER
1967-1968

RONALD D. SCHULTZ <br> 1966-1967

RONALD D. SCHULTZ
1966-1967

ROBERT L. ASH <br> 1965-1966

ROBERT L. ASH
1965-1966

PATRICK H. PRICE <br> 1964-1965

PATRICK H. PRICE
1964-1965

GEORGE S. DODGE <br> 1963-1964

GEORGE S. DODGE
1963-1964

J. CARTER WITT <br> 1962-1963

J. CARTER WITT
1962-1963

LINDSAY K. WILSON <br> 1961-1962

LINDSAY K. WILSON
1961-1962

LAVERN P. SCHAFER <br> 1960-1961

LAVERN P. SCHAFER
1960-1961

HOLMAN D. PETTIBONE, JR. <br> 1959-1960

HOLMAN D. PETTIBONE, JR.
1959-1960

DONALD W. MITCHELL <br> 1958-1959

DONALD W. MITCHELL
1958-1959

JOSEPH DUFFEL <br> 1957-1958

JOSEPH DUFFEL
1957-1958

RICHARD DUHRING <br> 1956-1957

RICHARD DUHRING
1956-1957

ROBERT B. HARRISON <br> 1955-1956

ROBERT B. HARRISON
1955-1956

ROGER C. OLSON <br> 1954-1955

ROGER C. OLSON
1954-1955

JOHN J. PETERS <br> 1953-1954

JOHN J. PETERS
1953-1954

JOIN US AT AN EVENT!

For many years, the monthly dinner meetings were held at Castagnola’s Restaurant in the Fisherman’s Wharf area of San Francisco. After each dinner, a guest speaker or panel discusses various real estate financing topics. Information about upcoming meetings can be found on our Events page.

REGISTER TODAY!
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PO Box 722
San Francisco, CA 94104
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