Our mission is to serve as trusted partners in securing real estate legacies.

For asset management, loan servicing, due diligence and customized advisory solutions, discerning lenders and investors trust Trimont. With over 25 years in the real estate industry, we provide unparalleled knowledge and unfailing service across the capital stack. And we do so as an entirely non-conflicted and non-competitive partner, securing not only your asset, but your legacy.

Partnering with Trimont Real Estate Advisors has exceeded our expectations and allowed us to leverage our team for a seamless draw administration process. Their experienced team brings the expertise and responsiveness we need as a premier construction loan servicer. We are very pleased with our decision to work with them.”

– James Bohan, CFO, Mosaic Real Estate Investors, LLC

Message from the CEO

Brian Ward

Chief Executive Officer – Global

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As Trimont enters its 30th anniversary this year, we remain as committed as ever to serving as trusted partners in securing our clients real estate legacies as the industry’s indisputable leader in third-party asset management, underwriting and loan servicing. We are honored to manage the assets our clients have entrusted to us and value the relationships we have built over the years.

We are experiencing record-setting growth with a 26% increase in our client base year-over-year, all while making significant, industry-leading investments in people, processes and technologies. Our global assets under management grew correspondingly. We continue to be the world’s leader in construction loan asset management with a 105% increase in this business over the last three years alone. Trimont further realized on its global expansion goals in 2018 with the addition of key leadership overseeing and growing our EMEA business, with plans to announce further global expansion in 2019.

With our demonstrated expertise in more complex debt and equity capital structures, we are in position to support our clients with their most challenging tasks. Furthermore, while the rest of our industry was cutting its non-performing asset management personnel, Trimont invested in our future growth thereby putting us in the unique position of being one of the few expanding, but truly non-conflicted service providers in this space. Trimont does not engage in any activities for our own accounts but, rather, only the debt and equity investments of our clients. As such, our priority in servicing our client is crystal clear.

Looking ahead to 2019, our clients should anticipate further coordination of our services through globally aligned and synchronized, cloud-based technologies.  This will enhance Trimont’s efficiency and speed, as well as the overall quality of service wherever our clients may be investing capital. We will also continue our efforts to be the global industry leader on causes that matter to our clients and the world, including our commitment to driving work-place diversity, inclusion, professional training and career development.

For our existing and new clients, we sincerely appreciate and value the responsibility that you have placed with us and continuously strive to be your trusted partner the world over.


Global Advisory Council

Heather Alcé

Managing Director, Corporate Controller - Global

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Cindy Barreda

Managing Director, Operational Services - Americas

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Jeff Bolte

Chief Information Officer - Global

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Robert Brasfield

Managing Director, Credit & Asset Management - Non-Performing

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Raquel Brown

Managing Director, Cybersecurity - Global

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Michael Dillon

Managing Director, Client Services - Americas

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Mitchell Hunter

President - Americas

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Beau Jones

Managing Director, Client Services - Americas

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Steven Lauer

Chief Legal and Compliance Officer - Global

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Terri Magnani

Managing Director, Investment Advisory Services - Americas

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Kevin Miller

Managing Director, Investment Advisory Services - Americas

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Rebecca Percossi

Managing Director, Australia & New Zealand

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Glen Peters

Chief Financial Officer - Global

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Amber Sefert

Managing Director, Credit & Asset Management - Americas

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Bill Sexton

President, EMEA

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Jennifer Shelton

Director, Operational Services - Americas

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Trey Smith

Managing Director, Credit & Asset Management - Americas

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Thomas Wise

Managing Director, Client Services - Americas

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Core Values

Mastery

The more complex the asset performance and surveillance challenges, the greater the risks. Which is why discerning lenders and investors around the globe turn to Trimont. Those who’ve worked with us know that we’re not just good at what we do. We’re the masters. We push ourselves to go above and beyond the realm of mere competence, bringing a passion for excellence to the services we provide and thought leadership to the commercial real estate industry.

Individuality

At Trimont, we cultivate a culture of diversity, attracting the best of the best around the world. It’s a place where individual skills and strengths and experience all contribute to our clients’ success. We strive to be open-minded and respectful of all points of view and encourage excellence by providing an environment where people feel safe in expressing their ideas and opinions. We trust our team members to act with integrity, in turn earning the trust of those we serve.

Serving

While we do take pride in our mastery of this business, we are also humble in knowing that our purpose is to serve clients. We exist for their success. Every team member at Trimont fully embraces our mission of being trusted partners to those for whom we work. We are also committed to serving communities by finding meaningful ways to enhance peoples’ lives. When we do our jobs with a spirit of generosity, compassion, thoughtfulness and grace, everyone benefits.