MRI: Management Team

The principals of MRI have over 70 years of combined commercial real estate investment experience in debt and equity placement, mortgage portfolio disposition, advisory services related to valuation and strategic investments.

John F. Boc, Co-Founder, Chairman and Chief Executive Officer of the Meridian Companies, has over 30 years of experience structuring and financing tax advantaged equity investments in real estate and energy transactions. Prior to founding Meridian, Mr. Boc served as a Regional Vice President of ENI, Inc., a national securities firm, and as a Tax Specialist with the international accounting firm of Ernst & Whinney. Mr. Boc was admitted as a member of the Massachusetts Bar in 1974 and the Massachusetts Society of Certified Public Accountants in 1980. He is widely recognized as an authority on Section 42 Corporate Affordable Housing Tax Credits and Section 45 (formerly Section 29) Energy Programs. Mr. Boc is a graduate of Boston College (BA), Boston College Law School (JD), and Boston University Law School, Graduate Tax Program (LL.M. Taxation). Mr. Boc manages the Louisville, KY office of Meridian.
Brendan T. Fitzgerald, President of Meridian Realty Investments, is a graduate of Harvard Business School (MBA, 1991) and the University of Notre Dame (BS, 1983). He has over 30 years of experience in strategic planning, management and business operations. In addition to managing Meridian Realty Investments, Mr. Fitzgerald is also involved in several renewable energy initiatives. Prior to joining Meridian Realty, he was the co-founder of Viseon Partners, a middle market investment-banking firm that focused on both real estate and corporate M&A transactions. Prior to founding Viseon, Mr. Fitzgerald served in executive management roles in a number of public and private technology companies. He is also a former platoon and company commander in the United States Marine Corps. Mr. Fitzgerald manages the Central Florida office of Meridian.
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 $500 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.
Yvonne "Vonnie" Williams, Senior Vice President, Operations, Meridian Realty Investments, manages the company’s operating and administrative activities. She is a Certified Public Accountant with over 20 years of experience in business operations, accounting, federal and state taxation, and financial and tax transactional due diligence. Prior to joining MRI, Ms. Williams served in various management capacities at three public accounting firms, most recently with American Express Tax and Business Services. Prior to her role at American Express, she was a co-founder of Viseon Partners, Inc., a middle-market investment banking firm focused on real estate and M&A transactions. Ms. Williams earned a degree in accounting from Shepherd College (BS, 1989). She holds a CPA license in Florida and is a member of the American Institute of Certified Public Accountants. Mr. Williams is based in Meridian’s Melbourne, FL office.

Fact

Since its inception in 1986, the Low Income Housing Tax Credit (LIHTC) program has helped meet U.S. affordable housing demands by stimulating the production of nearly 2.4 million affordable homes and supporting an estimated 95,000 jobs annually.

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