is a Senior Managing Director and CEO of Innovative Capital Advisors. Prior to the formation of ICA, Peter was a founder and Chief Investment Officer at Asset Allocation & Management Company where he had overall responsibility for $11 billion of insurance company assets, and was directly responsible for $6 billion (over half) of AAM’s assets in his dual role as Senior Portfolio Manager. He specialized in senior structured assets including MBS, ABS, and CMBS sectors and has been a specialist in interest sensitive liabilities including annuities and universal life products. Peter has over 20 years of insurance asset management experience.
is a Senior Managing Director and CIO of Innovative Capital Advisors LLC. Formerly a Principal at Asset, Allocation & Management Co., David managed $2 billion of assets for insurance company clients. He is familiar with complex balance sheet and investment portfolio management issues, and was the point person for relationships with “think tanks” and complex trades for AAM with major wall street firms. David is the key architect, analyst and portfolio manager of Plus asset management strategies for ICA, and has extensive experience in negotiating complex security structures with wall street and alternative investment providers.
Director of Commercial Mortgage Loans
From 1999 – 2002 Kevin was Vice President of Mortgages at Business Man’s Assurance Company in charge of $1 billion of mortgage loans. Kevin has been involved in commercial real estate finance for 23 years. He spent 17 years in the mortgage department of Confederation Life Insurance Company, involved in the underwriting, origination, servicing, workouts and securitization of commercial mortgage loans.
Manager of Mortgage Servicing
Barbara was employed by Business Man’s Assurance Company from 1981 – 2002; the last 10 years as Manager of Mortgage Servicing. Her primary responsibilities were closing and servicing of the commercial mortgage portfolio. Her responsibilities included the closing of 840 mortgages loans, totaling in excess of $1.4 billion.
Melinda was in the Business Man’s Assurance Company’s Investment Department from 2000-2003. For two of those years Melinda was an integral part of the Mortgage area, assisting in loan closings, servicing, and underwriting. Prior to joining BMA she spent 10 years in the residential loan closing business.
Lisa was employed by Asset Allocation and Management from 1985-1995 as a Portfolio Assistant. She earned her Charted Financial Analyst (CFA) title in 1993. She has been with ICA since 2011.
Mortgage Services Manager
Bob oversees ICA’s loan servicing and asset management functions. Before joining ICA, Bob was employed by KeyBank Real Estate Capital, one of the nation’s largest commercial mortgage loan servicers, from 2004-2017. At KeyBank, he managed a team that provided loan surveillance to a $200 billion portfolio and had extensive experience in the areas of financial statement analysis, watch list management, transaction underwriting and investor relations. His experience includes an array of products including CMBS, Life Company, Fannie Mae, Freddie Mac, and Bank loans.