Our Relentlessly Driven CDFI Consulting Team
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.
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.
Aaron 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.