SOMERSET FINANCIAL GROUP - Key Persons
Jeffrey Bookman is a real estate professional with broad experience in all areas of investment and loans, including acquisition, capital projects, financing, sales, marketing and rehabilitation. Jeffrey has own and operated a real estate investment & management company for over twenty-five years and has purchased over 2,000 apartment units throughout the New York metropolitan area. These units were either converted to coops or condominiums or were purchased as a block of existing cooperative or condominium units. Jeffrey has also orchestrated and has been involved in the refinancing of many underlying cooperative loans.
After graduating from Florida Atlantic University with a BA in Business Management & Entrepreneurship in 2010, Joe Morello began working with Somerset Financial Group, Inc. at their Boca Raton office. Since then Joe has been working closely with SFG's President with the operations of the company's real estate holdings, new acquisitions, and hard money lending.
Prior to taking over the family business of Somerset Financial Group, Inc., Ms. Kahn was a Director in Citigroup Real Estate Investment Banking Group. Ms. Kahn has been involved in real estate debt and equity transactions of over $8 billion and has experience in office, retail, multi-family, hotel and industrial assets. With a BS in Accounting and an MBA from Wharton, she spent several years in public accounting at Arthur Anderson prior to joining Citigroup.