Thomas Glanfield, President and CEO, joined Boston Portfolio Advisors after retiring from Ernst & Young as a Partner in its industry leading Structured Finance business. He has over 30 years of experience in the financial services industry serving banking and capital markets clients in the corporate finance and securitization markets and has worked with issuers, bankers, servicers, rating agencies and investors on all aspects of the structured finance business.
Mr. Glanfield previously was Managing Director at PricewaterhouseCoopers responsible for the Structured Finance Group. He also was a banker for Citigroup, JPMorgan and CIBC in corporate and investment banking roles with concentration in consumer and structured finance.
Tom has a B.A. in Business and an M.B.A. in Finance from Rutgers University. Contact Mr. Glanfield at 954-832-3556 or tglanfield@bostonportfolio.com.
Scott Calahan - As Chairman and Founder of Boston Portfolio Advisors, Scott Calahan has 30+ years experience in asset management, asset valuation, risk management, mortgage finance, auto finance, equipment finance, education finance, structured finance and capital markets.
Mr. Calahan’s recent work has focused on multi-dimensional improvement of mortgage loan and student loan securitization performance, servicer oversight and direction, valuation and management of securitization residuals, valuation and management of charged-off receivables, and expert witness engagements in mortgage finance and education finance.
As asset manager, he has directed the valuation, surveillance, performance improvement, and liquidation of over 125 securitization residuals with underlying assets of over $15 billion – asset classes are primarily home equity, subprime auto, and private student loan. He has served as expert or asset manager in more than a dozen Chapter 11 and Chapter 7 bankruptcy cases, and has more than a decade of litigation experience as a testifying expert involving complex securitizations and loan portfolio performance.
Mr. Calahan earned his B.S. in Finance from the Pennsylvania State University and his M.B.A. from the University of Pittsburgh. He is Chairman of the TERI Plan Trust Advisory Committee, a Director of several privately held corporations, Director and Finance Committee Chairman of a think tank, and member of a university advisory board.
Mr. Calahan is co-author of Sub-Prime Consumer Lending and Direct Costing For Life Insurance Company Operations, and is a frequent speaker for national trade associations. Contact Mr. Calahan at 954-832-3553 or scalahan@bostonportfolio.com.
Desiree Daly is the Chief Credit Officer for Boston Portfolio Advisors. She is responsible for managing mortgage put-back analyses; mortgage loan and student loan quality control and underwriting, which includes assessing the quality of client loan files; performing loan file due diligence reviews; determining compliance with underwriting and regulatory guidelines; assessing data integrity; assessing fraud risk; and client reporting. She is also instrumental in developing underwriting policies and procedures.
With over 20 years in the financial services industry, Ms. Daly has extensive experience in mortgage banking, underwriting, and project management. Prior to joining BPA, Ms. Daly was an independent consultant where she managed workflow and training for specific underwriting projects. Previously, she was Vice President of Operations for a mortgage brokerage firm. In this position she developed and implemented corporate policies and procedures, a compliance training program, and a quality assurance program.
Ms. Daly earned her B.A. in Business Administration, magna cum laude, from Mary Baldwin College and an M.B.A from Nova Southeastern University. She is an associate member of The Global Association of Risk Professionals and a member of The Professional Risk Managers’ International Association. Contact Ms. Daly at 954-832-3558 or ddaly@bostonportfolio.com.
Sue Sim, Senior Vice President, is responsible for managing office operations, human resources, project management, reporting and control. In a project management capacity she directs due diligence and loan quality control projects, litigation support, client reporting, project logistics, and customer support.
Prior to joining Boston Portfolio Advisors, Ms. Sim spent seven years in the national retail real estate consulting field. She has also worked in the human resource management field.
Ms. Sim earned her B.S. and M.S. from the University of Illinois and has done post-graduate work at Western Illinois University.
BPA is committed to and encourages our team members to seek advance degrees and certifications. Most employees have a graduate degree and/or CFA designation.