Michael Simonson brings a wealth of financial expertise to his role as Vice President of Syndications. Holding a CFA designation, Michael collaborates with banks, credit unions, and mortgage providers to strategically source liquidity from diverse channels. This approach not only ensures a lower cost of capital but also creates a mutually beneficial scenario for both borrowers and investors.

In his previous role, Michael initiated and led a syndication desk at a well-known credit union, witnessing exponential growth to over $1 billion in assets under administration in less than three years. His track record of over 15 years attests to his ability to navigate and optimize financial strategies effectively.


Beyond his professional responsibilities, Michael is committed to financial education and mentorship by serving as a Board Member with Money Mentors. Moreover, Michael’s accomplishments span the realms of sports and literature, being a Double Silver Medalist at the Pan-American Games in rowing, a two-time National Coach of the Year, and a published author.