Company
About Us
JMB Financial Advisors is a real estate investment advisor that utilizes its extensive experience in real estate and the capital markets to provide customized capital solutions including debt and equity, for acquisition, recapitalization and development of all real estate asset types including:
- Office Buildings
- Apartments
- Condominiums
- Retail Centers
- Industrial/Warehouse
- Self Storage Facilities
- Land
- Student Housing
- Mixed Use
- Health Care Facilities
- Hotels
- Parking Garages
JMB Financial and its affiliates maintain a staff of asset managers, finance, legal, cash management, and accounting professionals. Our staff has the expertise to provide the financial and the physical due diligence for any transaction. JMB Financial has worked on disclosure documents for billions of dollars of public and private transactions. JMB Financial is not a securities broker-dealer; any securities would be offered through a non-affiliated securities broker-dealer.
JMB Financial is also affiliated with, among others, Ka’anapali Coffee Farms, a private agricultural community that weaves contemporary island living into the rich farming culture of West Maui. On 500 acres upslope from Ka’anapali Resort, 2 to 7 acre Farm Lots are in keeping with the district’s agricultural intent, each lot is a part of a working coffee farm. A veteran team of local farmers grows, harvests and markets the coffee crop on your estate, leaving you and your family the time to enjoy life in this remarkable corner of Paradise.
Staff Section
Stephen Lovelette
President
College: The College of the Holy Cross – BS in History and Economics
Stillman School of Business – MBA in Finance
Employed at JMB since 1987
John Howley
Principal
Lewis University – MBA in Finance
Certified Public Accountant
Employed at JMB since 1995
Julie Walner
College: University of Wisconsin – Madison – BS in Accounting
J.L. Kellogg Graduate School of Management – Masters of Management Degree
Employed at JMB since 1987
Elizabeth Kogen
Principal
College: Indiana University – BS from Kelly school of Business
Certified Public Accountant
Employed at JMB since 1990
Bruce Block
Vice President
College: University of Illinois – BA in Accountancy
Depaul – Juris Doctor degree
Certified Public Accountant
Employed at JMB since 2001
Bridget Murray
Associate
College: Rollins College – BA in English and Creative Writing
Employed at JMB since April of 2018