Friedman Associates CDFI Consulting CDFI Consulting Services CDFI Consultants

Our Relentlessly Driven CDFI Consulting Team

Our Mission

Friedman Associates is relentlessly driven to strengthen the intellectual and financial capacity of nonprofit lenders. We share your vision for economic justice and equitable access to capital for underserved individuals and communities. 

Our CDFI Consulting team are industry experts with a proven track record of results. What does that mean?  It means we have built successful organizations; raised millions for operations and loan capital; and subsequently achieved measurable community impact.  As a result, we are the fastest growing CDFI Consulting firm in the U.S. – let us show you why.

Our Team CDFI Services Friedman Associates CDFI Consulting Jason Friedman, Principal. For nearly 30 years, Jason been driven to increase access to capital for low-wealth individuals and communities. He develops access to capital initiatives for state and local governments, foundations, and nonprofits across the country. He managed capacity building initiatives for the U.S. Small Business Administration (SBA) and designed a new grant making initiative for the Northwest Area Foundation (NWAF). Jason led and expanded a statewide CDC in Iowa, and was the Director of Training and Education for the Association for Enterprise Opportunity (AEO). He served under former Governor Mario M. Cuomo  as an Economic Development Advisor. With Friedman Associates, Jason has amassed a CDFI Consulting Team team working across the country to support lenders to create real change and impact.

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Friedman Associates CDFI Services CDFI Consulting CDFI Consultants Melanie D. Friedman, Principal. A co-founder of Friedman Associates CDFI Consulting and Director of Finance. Melanie specializes in the development and execution of organizational restructuring, board development and fundraising programs for non-profits and community and political campaigns. Melanie is working with our clients to develop staff capacity and systems for stronger governance and broad-based fund development. She has experience in managing fundraising campaigns for non-profit organizations and elected officials at the local, state and national levels. Melanie guides CDFIs through comprehensive board development, streamlining financial management systems and organizational restructuring. Previously, Melanie was the founder Executive Director of the Iowa Children’s Museum and Campaign Manager for Congressman Dave Loebsack (D-IA). 
Friedman Associates - Our Team CDFI Consulting CDFI Consultants Jonathan Harrison, Partner. Jonathan is highly regarded as a leader in social enterprise development and community development finance. He is the Founder of Emerge Financial Wellness, a workplace financial wellness company offering an innovative suite of financial education stability programs to companies as part of their employee health and wellness strategy. Jonathan has expertise in small business finance, small dollar lending, combating payday lending, and workplace financial wellness, and consults on product and program development for financial institutions and financial technology firms. He is a seasoned social entrepreneur who has devoted his career to building and running social enterprises. As Director of Rubicon National Social Innovations (RNSI), he led a team developing the next generation of social enterprises – business models that are scalable to multiple locations, financially self-sufficient yet deliver high social impacts. Prior to joining RNSI, he was the Director of Business Development at MACED in Berea, KY, an award winning CDFI focused on business lending in Appalachian Kentucky. In 1998, Jonathan co-founded alt.Consulting, a social mission-driven technical assistance provider and led the organization as Executive Director for its first five years. He has an MBA from the Yale School of Management. Jonathan is one of most valuable members of the CDFI Consulting Team CDFI and we are honored to have him on the  Friedman Associates Consulting team.
CDFI Consulting CDFI ConsultantsAmy Szabo, Associate. Friedman Associates CDFI Consulting Team is very grateful for our partnership with Amy, one of our most valued CDFI Consultants.. Much of Amy’s career has been spent helping organizations define, implement, and direct strategies for resource development, communications, and broad organizational growth. As a proposal writer, she has a track record of over $18 M in successful grant proposals to federal, state, and local governmental agencies and foundations. Experienced in the proposal lifecycle, from research and identification of opportunities, through crafting and submitting a proposal, to post-submission services. As Director of Asset Development for ECDI, a CDFI in Columbus, OH, she directed the administration of a $1.5 million asset building grant program, including: core program planning; training; policy and procedure development; marketing; staff supervision; reporting; and funding development.

Julie St. Jean, Senior Associate: Julie is experienced in developing, implementing and managing national housing initiatives; writing successful grant applications for HUD and CDFI funds; overseeing the application and grantmaking process for national housing and community development programs; reviewing and scoring federal grant applications; and creating homeownership-related policies, procedures and curriculum for local non-profits. Julie is also a certified foreclosure counselor, pre-purchase housing counselor (NCHEC) and financial counselor (AFCPE).  Julie has written numerous CDFI Certification, Financial Assistance, Technical Assistance, and Capital Magnet Fund applications, serving as our in-house expert on the latter.

Catherine Brennan, Senior Associate.  Catherine is a non-profit development professional that specializes in helping organizations define, implement, and direct strategies for resource development, communications, and broad organizational growth.  With Friedman Associates, Catherine offers development consulting, market analyses, and federal grant writing services to CDFIs, microlenders, and economic development organizations. 

Peggy Sand, Senior Associate. Peggy has more than 20 years of affordable housing lending and policy experience working with nonprofits, local governments and foundations.  Currently the owner of Creative Consultants, her career has been divided between nonprofit senior management positions and independent consulting work. A former Executive Director of an affordable housing CDFI, Peggy specializes in helping nonprofits, philanthropic organizations, and local governments adapt to changes in staffing patterns, funding streams, and/or market conditions. With Raffa, she has worked on a number of nonprofit sustainability/transition planning and executive search assignments. Peggy has extensive experience working with foundations,nonprofits and local governments to develop pro-active foreclosure prevention and mitigation strategies. She has written successful CDFI FA proposals and serves as an adviser to our team.

AarAaron Moeseron Moeser, Associate: We are honored to have Aaron join the Friedman Associates CDFI Consulting team. Aaron has significant experience in banking, non-profit lending, and small business ownership. As the Vice-President of Cornerstone Community Bank, he was responsible for developing new business with companies with annual sales of $2 million to$ 50 million, and originated and underwrote credit, analyzing credit risk and cash flow.  As the senior loan officer for Wisconsin Women’s Business Initiative Corporation in Milwaukee, he evaluated and analyzed credit risk for new loan applicants, managed and monitored loan portfolio, and provided technical assistance to existing business owners and new loan clients.  As of one of our CDFI Consultants, Aaron works with CDFIs all over the country to provide underwriting training and also evaluates and underwrites small business applications. He has an MBA from Marquette University school of business.

Rich_PamelaPamela Rich, Associate. Pamela is the founder and President of Metris Growth, LLC. Metris partners with non-profit and for-profit organizations to find solutions for efficient operations including process and system automation and development of systems for smaller start-up companies. Pam was Executive Vice President at Wisconsin Business Development (WBD), a non-profit organization providing economic development strategies and business/financial solutions to help small business grow. She was responsible for corporate administration and Finance for the company with 47 employees and a loan portfolio of over $660 Million.  During Pam’s tenure WBD doubled its revenue and staff size.  Pamela has a Bachelors of Science Degree in Psychology from Washington State University and a MBA from the University of Wisconsin Madison School of Business with a dual major in Real Estate and Human Resource Management.  We are grateful to welcome Pam join us as one of our CDFI Consultants.