Cleary Capital Group is a boutique Commercial Loan Brokerage and Private Equity firm that focuses on the specific short term and long term needs of its clients.
Joseph F. Cleary, Sr. , Managing Partner, has been in the financial services industry since 1995. While attending University of Colorado at Boulder, Joe discovered his passion for finance as an intern for Merrill Lynch. In 1997 Joe joined Merrill Lynch as Associate Financial Consultant and focused his attention on the commercial and residential lending markets.
In 2000 Joe was recruited by Morgan Stanley as a Financial Advisor. In the years that followed the burst of the tech bubble, Joe continued to provide clients with a stay focused investment approach that helped weather the turbulent market conditions. In 2004 Joe returned to Merrill Lynch until the formation of Cleary Asset Management, LLC in October of 2006.
Through a partnership with Cambridge Investment Research, Cleary Asset Management was able to offer its clients the same types of investment options of a large brokerage firm with the attention of a boutique.
In 2007, Cleary Capital Group was formed to meet the needs of the growing number of borrowers in what was to become one of the tightest lending environments in decades. CCG's clients include real estate developers, REIT's, business owners, professional athletes and entertainers.
Joe has taken his experience gained from working with two of the largest financial firms on Wall Street and brought it to the individual high net worth investor and borrower.
Scott Bamford is the operations manager and commercial mortgage broker with Cleary Capital. His primary responsibilities include interaction and involvement in all aspects of transactions between borrowers and lenders, and the daily operations side of CCG. Before joining the team at CCG Scott was the managing partner at a commercial and residential contracting company in Michigan for 11 years.