Press release.

PCMA Private Client Appoints John Tait as Vice President of Direct Channel Originations

jason jepson - December 15, 2020

Irvine, CA December 17th – PCMA, the pioneer and leading voice in Non-Bank Private Client Lending, announced the hiring of industry veteran John Tait to fill the role of VP of Direct Channel Originations. John will lead the Direct Channel role out of the firm’s exclusive Experiential Process of Service program.

“John is a skilled financial expert in the private client space, with a thorough understanding of how important experiential service is to building client trust,” said John Lynch, PCMA’s Founder and CEO. “John’s impact on the team and culture at PCMA has been felt almost immediately. His addition to the team is the perfect way to kick off 2021.”

“My role at PCMA forges almost 20 years of experience in the residential lending, capital markets and wealth management into one amazing role,” said John Tait, VP of Direct Channel Originations. “I am joining an exceptional team at PCMA; a team that has elevated expertise in asset creation and client experience at the highest levels of our industry.”

Mr. Tait has nearly 2 decades of noteworthy experience in mortgage banking, wealth management and capital markets. Mr. Tait served as CEO of Coastal Mortgage, Inc., specializing in Non-Agency Lending and directly oversaw the operation and management of the firms Ultra-High Net Worth portfolio lending programs.

Mr. Tait also served as a FINRA and SEC registered Financial Advisor at Morgan Stanley Wealth Management, where he specialized in portfolio management and asset allocation for Ultra-High Net Worth clients and worked through Morgan Stanley’s private bank to facilitate mortgage loans for Private Clients in the Ultra-High Net Worth credit markets.

“The mortgage market is growing at a rapid rate and that growth creates hurdles in finding exceptional talent,” said Aron Rofer, PCMA’s President and In-House Counsel. “At PCMA we have built an exceptional culture and team; this foundation along with the proprietary ascension methodology continues to give us an edge in talent acquisition.”

About PCMA

PCMA is the leading non-bank private client lending organization serving the needs of their mass affluent and high net worth clientele. PCMA offers qualified individuals and institutions bespoke lending solutions across all major residential asset classes. PCMA is a diversified financial enterprise offering private client solutions through a direct to consumer and distributed retail business model. PCMA strives to build trusting and enduring relationships by putting clients and professional partners at the center of all they do. PCMA is headquartered in Orange County, CA. Additional information is available at www.pcma.us.com