Our principal Mark Coffman established Charter Capital Group in 1994. During his years of experience, Mark created an unparalleled reputation by building mortgage companies from the ground up. He began by founding Landmark Mortgage Corporation, which started with only himself and a partner to more than 230 employees in 11 branches across three states. This placed it into the top three privately held mortgage companies in California prior to its sale.
From there, he established West Coast offices for a prominent regional bank. He then founded Charter West Mortgage, which he grew to three branches before its eventual sale. Charter Capital Group was then founded as a way to focus on his passion and specialty in commercial mortgage banking. Today, he oversees the entire company. His day-to-day focus involves the cultivation of our lender relationships, as well as sourcing new capital market opportunities for our clients. He can be contacted at firstname.lastname@example.org and 949-209-1496.
Based in Southern California, Charter Capital Group utilizes more than 30 years of experience and a network of unique relationships to match entrepreneurs with innovative solutions. For more information or to schedule a consultation, contact us online or by phone today.
Rachel Adrian – Lead Analyst
With an extensive processing background, Rachel provides analytical and top quality account management for Charter Capital Group, ensuring the most efficient loan process for our clients. Her expertise allows her to effectively assess and quickly zero in on the critical elements of a transaction. She enjoys building client relationships by providing outstanding service and helping clients reach their business goals. Rachel is an Orange County native and enjoys spending time with her family, volunteering and keeping up with the latest technology. Licensed Real Estate Salesperson, State of California
Kevin Breen – Analyst
Kevin started his career in financial services at Northwestern Mutual where he specialized in comprehensive, personal financial planning. He dedicated his time to researching and meeting the needs of a wide variety of clients by analyzing and implementing financial plans. After joining Charter Capital Group, Kevin has helped tackle complex transactions by using a thoughtful and creative approach to craft financing solutions that meet the needs of our clients and the capital provider. He enjoys actively cultivating new relationships with investors, developers, property owners and lenders.
Kevin is a graduate of Chapman University, where he earned a Bachelor of Science in Business Administration and was an active player on the football and track team. He was also part of a select group of students that were chosen to participate in the Janes Financial Center Residency Program where he competed in national finance competitions and helped to manage the Student Managed Investment Fund. A Tacoma, Washington native, his hobbies include aviation, water sports and traveling.