Non-bank private lending service PCMA has named John Tait as its new VP of Direct Channel Originations. In his role, Mr. Tait will lead the Direct Channel roll-out of PCMA’s Experiential Process of Service program, reporting to Founder and CEO John R. Lynch.
“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 Mr. Lynch. “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.”
With nearly 20 years of experience, Mr. Tait is an expert in mortgage banking, wealth management and capital markets. He most recently served as CEO of Coastal Mortgage, Inc., leading its Ultra-High Net Worth portfolio lending programs, and he has previously been a FINRA and SEC-registered Financial Advisor at Morgan Stanley Wealth Management.
“My role at PCMA forges almost 20 years of experience in the residential lending, capital markets and wealth management into one amazing role,” said Mr. Tait. “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.”