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Board of Governors

President

(2016-Present)

Daniel J. Phelan, CRI®, CMB, CCMS, CEO, Pacific Southwest Realty Services (PSRS)

Mr. Phelan is President and CEO, charged with the day-to-day leadership and control of Pacific Southwest Realty Services mortgage operations. Pacific Southwest Realty Services is a mortgage banking / investment firm focused on commercial real estate, representing and advising both real estate clients and institutional investors in debt and equity placement, strategic planning, property sales and loan administration. Pacific Southwest Realty Services brings competence and integrity to helping Investors and Owners meet their capital needs.

Mr. Phelan joined Pacific Southwest Realty Services in September 1973 after graduating from Creighton University and has been working in the mortgage banking industry ever since. He has received the Certified Mortgage Banker (CMB), Charter Realty Investor (CRI®) and Certified Commercial Mortgage Servicer (CCMS) Designations and has been very active and has held various positions in the national, state and local mortgage banking associations. Additionally, has been active on the CRI Society Board. Mr. Phelan has served on, at one time or another, most of the Commercial Committees of the Mortgage Bankers Association. He has also served as President of both the California and San Diego MBA’s.

Mr. Phelan has held several Professional Affiliations, including Association President of Chartered Realty Investor, Chair of the Commercial Real Estate Finance/Multifamily Board of Governors (“COMBOG”) and has sat on the big board at Mortgage Bankers Association (“MBA”). Mr. Phelan holds several honors and awards including the Distinguished Service Award by the Mortgage Bankers Association, the highest award bestowed by the association and the E. Michael Rosser Lifetime Achievement Award by the Mortgage Bankers Association.

Additionally, Mr. Phelan has taught classes and has been involved in curriculum development at the University of San Diego and the Mortgage Bankers Association for over 20 years.

Past Presidents

John Waldeck, CRI®, CMB, Managing Director, Pacific Life Insurance Co

(2011-2016)

Robert Stout, CRI®, Q10 Capital LLC

(2010-2011)

David Zachar, CRI®, Retired

(2009-2010)

Jack Cohen, CRI®, Stronghill Capital LLC

(2008-2009)

Mark Fisher, CRI®, Retired

(2006-2008)

Charlie Knudsen, CRI®, QuadCapital Advisors, LLC

(2005-2006)

Thomas F. Wratten, CRI®, Retired

(2000-2005)

Secretary

(2010-2011)

Robert Stout, CRI®, Q10 Capital LLC

Mr. Stout has been involved in the real estate industry since 1978. As President & CEO of Q10 Capital, LLC, he is responsible for national loan origination, transaction management, consulting, and asset management. He handles lender and investor relations and ensures strict adherance to the high quality standards and core values of the Q10 Capital Group. As President and CEO of Q10 Equity Advisors, LLC, Mr. Stout oversees all aspects of the fund’s management.

Mr. Stout has twice served as a Vice-Chairman of the Mortgage Bankers Association (MBA) CREF Technology Initiatives Committee and is a founding director and chairman of the Marketing Committee of the Chartered Realty Investors Society. He was awarded the CRI Charter in 2005. Mr. Stout is also an active member of the Commercial Mortgage Securitization Association (CMSA). Mr. Stout was also one of the original contributing authors of the Handbook of Commercial Real Estate Finance published by the MBA in 1995.

Treasurer

(2010-2011)

Joseph (Joe) Burke, CRI®, Senior Managing Director / Asset Management, Servicing, and Insurance, PPM Finance, Inc.

Mr. Burke joined PPM America in July 1998 and is currently involved in several aspects of the Commercial Real Estate Group. His responsibilities include loan production in several major US metropolitan markets, oversight of the servicing function for the real estate mortgage portfolio ($8 billion), insurance, asset management of real estate equities and problem loans, and serving on the Investment Committee for new real estate investments and the Surveillance Committee for existing mortgage investments.

Mr. Burke has 35 years of experience in real estate investment working at several prominent financial institutions. Prior to joining PPM, Joe had been at Fortis Advisors in New York, Allstate Life and Principal Financial. Mr. Burke has been active in the Mortgage Bankers Association having served as the chairman of the Portfolio Investors committee and is currently Treasurer of the Charter Realty Investor Society and serves on its Board of Directors.

Mr. Burke earned his undergraduate degree at the University of Wisconsin and has completed graduate work at NYU and DePaul University. Mr. Burke has earned the CRI® and the Fellow, Life Management Institute designations and is a member of the Urban Land Institute.

Committee Positions

Past Presidents

Steven T. Holland, CRI® OneAmerica Financial Partners

Associate Working Group

Tom Higgins, ANICO

Social Media/Website Committee

John Maher, CRI®, Arrowmark Partners LLC

Christopher W. Meisner, CRI®, CFA, OneAmerica Financial Partners

John Waldeck, CRI®, CMB, Pacific Life Insurance Company

Test Review Committee

Anthony D. Frook, CRI®, Americo Life

MBA Liaison

Gail E. Griffith-Roch, Director, Commercial / Multifamily Educational Content, Mortgage Bankers Association

Governors-Charter Members

Joe Burke, CRI®, PPM Finance, Inc.

John Maher, CRI®, Arrowmark Partners LLC

Jack M. Cohen, CRI®, Stronghill Capital LLC

Christopher W. Meisner, CRI®, CFA, OneAmerica Financial Partners

Anthony D. Frook, CRI®, Americo Life

Daniel J. Phelan, CRI®, CMB, CCMS, PSRS

Steven T. Holland, CRI® OneAmerica Financial Partners

Patrick C. Sargent, Partner, CRI®, Andrews Kurth, LLP

Charles A. Knudsen, CRI®, Quad Capital Advisors, LLC

Robert M. Stout, CRI®, Q10 Capital

Colleen Larkin, CRI®, New York Life Real Estate Investors

John M. Waldeck, CRI®, CMB, Pacific Life Insurance Company

Governors-Emeritus

Thomas F. Wratten, CRI®, CRI® Founder

Governors-Associate Members

Tom Higgins, ANICO

About CRI Designations

Learn more about the CRI Designations, the all the benefits it has to offer.

What is a CRI Charterholder & Associate?

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CRI Charterholders & Associates

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