The Meridian Companies executive management team includes seasoned investment and tax advisory professionals from a wide variety of disciplines including investment banking, insurance and advisory, private industry, public accounting and law.
Executive Management Team
John F. Boc, Co-Founder, Chairman and Chief Executive Officer of the Meridian Companies, is a graduate of Boston College (BA, 1968), Boston College Law School (JD, 1974), and Boston University Law School, Graduate Tax Program (LLM Taxation, 1975). Mr. Boc was admitted as a member of the Massachusetts Bar in 1974 and the Massachusetts Society of Certified Public Accountants in 1980. Prior to founding Meridian, he served as a Tax Specialist with the international accounting firm of Ernst & Whinney, and as a Regional Vice President of a national securities firm. Mr. Boc leads the strategy and tax product structuring of Meridian. He is widely recognized as an authority on corporate affordable housing tax credits, alternative energy programs, and 1031 exchange real estate. He currently serves on the board of trustees of Boston College Law School. Mr. Boc manages the Louisville, KY office of Meridian.
John P. “Jack” Casey, Co-Founder, Vice-Chairman, Chief Operating Officer of the Meridian Companies and Chief Executive Officer & President of METS, is a 1971 graduate of Boston State College (University of Massachusetts). Mr. Casey is responsible for business development, new products, and he directs Meridian’s Government Relations and Industry Trade Associations activities. Prior to the formation of Meridian, Mr. Casey was involved in the structuring, administration, and marketing of limited partnership interests in government housing and energy programs. He is a Director of the Affordable Housing Tax Credit Coalition and a Chairman Emeritus of the Board of the Make-A-Wish Foundation of the Mid-Atlantic region (Delaware, Maryland, District of Columbia, and Virginia). Mr. Casey manages the Washington, DC office of Meridian.
John P. McDonough, Executive Vice President, Chief Financial Officer and Chief Compliance Officer of Meridian Investments, is a graduate of Boston College (BS, Business Administration and Accounting, 1976, Cum Laude). Prior to joining Meridian, Mr. McDonough worked with a private merchant bank. From 1976 to 1983 he served in the audit area with Ernst & Young (formerly Ernst & Whinney). Mr. McDonough provides the strategic objectives and guidance for the financial reporting and compliance group of Meridian Investments, ensuring that current implementation coincides with the Company’s long-range strategic plan. Additionally, he represents the company when interacting with the NASD and SEC on regulatory matters. Mr. McDonough is based in Meridian’s Boston, MA office.
Christopher J. Moakley, Chief Executive Officer of Meridian Clean Fuels, is a graduate of The College of William and Mary (BA, Economics) and Boston University School of Law (JD, 1989). Mr. Moakley was admitted as a member of the Massachusetts Bar in 1989. Prior to joining Meridian, he was a Vice President for Chubb Life Insurance and Chubb Securities Corporation. Prior to this, he was a Compliance Officer for a leading mutual life insurance company. As Chief Executive Officer, Mr. Moakley is responsible for managing Meridian Clean Fuels. He directs energy product origination, industry relations and regularly visits with Congressional staff as an advocate for Public-Private tax credit partnerships to decrease U.S. dependence on foreign oil. Mr. Moakley manages the Minneapolis, MN office of Meridian.
Jeremiah J. McDermott, President of Meridian Investments, is a graduate of Boston College (BA Economics, 1991). Mr. McDermott directs the Company’s sales and marketing group, providing strategic objectives and guidance. He is also responsible for developing new business. Prior to joining the Meridian Companies, Mr. McDermott was a broker for a national brokerage institution. Mr. McDermott is based in our Washington, DC office, and covers the region including Maine, Vermont, New Hampshire, Massachusetts, Rhode Island, New York, Connecticut, and Ohio.
Terri Allen, Co-Founder, Director of Acquisitions, Meridian Realty Investments, is a graduate of Eastern Kentucky University (BBA, 1980) and Bellarmine College in Louisville, Kentucky (MBA, 1986). Prior to co-founding MRI, Ms. Allen spent 14 years as a regional director of commercial real estate investments with Providian Corporation's Real Estate Group (now AEGON USA Realty Advisors). While at Providian, she underwrote over $1 billion of permanent mortgage loans. With Meridian Realty, Ms. Allen has acquired over $475 million of institutional quality real estate assets and completed approximately $750 million of other real estate transactions. Ms. Allen is also a Chartered Financial Analyst and a member of the Association for Investment Management and Research, as well as a member of the Louisville Society of Financial Analysts. She has over 20 years of experience in the real estate industry and is based in our Louisville, KY office.
Douglas E. Miller, President of Carbon Energy, LLC, is a graduate of Lehigh University (BS, Accounting; MBA). Prior to joining the Meridian team, Mr. Miller was a Vice President with the Boston Financial Group, responsible for the acquisition of real estate properties qualifying for tax credits and the structuring of energy tax credit programs. Previous to that, he was Assistant Treasurer for a real estate development company listed on the American Stock Exchange, and an Audit Senior with the international accounting firm, Price Waterhouse. Since 1975, he has been a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants. He is responsible for managing Meridian’s continued participation in closed energy investment transactions. Mr. Miller is based in Meridian’s Florida office.
Robert F. Martorano, Jr., President of Meridian Asset Finance, LLC, is a graduate of Villanova University (BSA, Accounting, 1987). Mr. Martorano is responsible for the overall management and supervision of the Company. He also oversees all origination efforts, product development and structuring. Prior to joining Meridian, Mr. Martorano was with Deutsche Bank Securities Inc. for 15 years, where he was the Americas Head of the Asset Finance and Leasing group, based in New York. Previously, he was a Vice President of Finance and Administration at Computer Leasing Inc. and a manager at Ernst & Young. Mr. Martorano is also a Certified Public Accountant.
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