Lori Masters currently serves as a pivotal figure within Private Client Services, LLC, a specialized division of Harbour Equity Partners, where she leverages her extensive expertise in mortgage lending and private equity to cater to the unique financial needs of high net worth clients. At...
Lori Masters currently serves as a pivotal figure within Private Client Services, LLC, a specialized division of Harbour Equity Partners, where she leverages her extensive expertise in mortgage lending and private equity to cater to the unique financial needs of high net worth clients. At the forefront of her role, Lori has spearheaded the development of Superjumboloans.info, a dedicated platform designed to provide tailored financing solutions for affluent borrowers who often find themselves underserved by conventional lending options. This innovative approach not only addresses the complexities of jumbo loans but also positions Harbour Equity Partners as a leader in servicing the elite clientele seeking bespoke financial products.
Lori's responsibilities encompass structuring sophisticated financing solutions that align with the intricate financial profiles of potential private banking clients for top-tier investment banks. Her deep understanding of financial modeling, credit assessment, and wholesale lending allows her to navigate the nuances of high-value transactions, ensuring that each client receives personalized and strategic advice. Key projects under her leadership include the refinement of niche jumbo loan products, which are specifically designed to accommodate the unique circumstances of high net worth individuals, such as complex income streams and asset management strategies.
With a robust skill set that includes trading, refinancing, and residential mortgages, Lori is adept at identifying and capitalizing on market opportunities that enhance client portfolios. Her commitment to excellence and client-centric approach has not only solidified her reputation as a trusted advisor but also contributed significantly to the growth and success of Harbour Equity Partners in the competitive landscape of private finance.
