The PLUM Ecosystem
We operate at the center of CRE finance, data intelligence, deep expertise, capital sources and industry relationships. We continue to expand our network of financial services, wealth managers, brokers and the CRE industry as a whole to provide property owners with the best options for their investments.
Our Story
After decades of experience in institutional financial services, the founders of PLUM recognized the need to challenge the status quo that makes commercial real estate lending opaque and cumbersome. PLUM is a more agile and advisory financial technology company that combines data intelligence with best-in-class financial expertise to modernize CRE lending.
Our CEO, Bill Fisher, has decades of experience building successful startup businesses, including GetSmart.com, Xing and Trivago. Our team includes senior leaders and talent from AIG, Goldman Sachs, KKR, McKinsey, PWC, Bank of America, Meridian Capital, A10, US Bank, Wells Fargo and PNC Real Estate.
Series B equity investment by the $35 billion hedge fund, Elliott Management.
Leadership Team
CEO & Founder
President and Head of Real Estate
Managing Director, Capital Markets & Technology
CEO & Founder: Bill Fisher
Bill is the visionary and leader of the company. Earlier in his career, Bill worked as an Executive Vice President with Wells Fargo Bank, where he had responsibility for small business, retail and wealth management segments, including the $12 billion Northern California division. Subsequently, Bill was the founder and CEO of GetSmart.com, which was purchased by Barry Diller’s Interactive Corp. Bill is also the co-founder and long-time partner of the Tiburon family of international seed funds, with 22 successful exits, including Trivago, Xing, Cadooz, and Localisten.de. In his spare time, Bill is an avid fly fisherman, traveling to epic lakes and streams to cast, catch and release.
President and Head of Real Estate: Rick Gallitto
Rick was Co-President and Chief Investment Officer of Tremont Mortgage Trust (TRMT:NASDAQ) where he oversaw originations and deal structuring. He was also the Co-founder and President of Tremont Realty Capital, an SEC-registered investment advisor with total portfolio of assets in excess of $800MM. He opened and scaled the northeast region of a publicly-traded finance company’s real estate capital markets platform from zero production to over $900MM of originations in 18 months. As an SVP of CBRE, he opened and managed their Northeast Mortgage Banking Division. Rick began his career in commercial banking working for several predecessor firms of Bank of America and he holds an AB in Economics from Harvard. He enjoys good food and better wine.
Managing Director, Capital Markets & Technology: Nik Chillar
Nik heads PLUM's Capital Markets group, where he combines over twenty years of unique experience in commercial real estate loan origination, underwriting, bank regulatory implementation, securitization and trading.
Nik has extensive experience with Commercial Real Estate Loans as a senior executive and bond trader responsible for the investment, management and reporting of the U.S. portfolio of CMBS/CLO securities for the Union Bank subsidiary of Mitsubishi, one of the world’s largest financial organizations with total assets of $2.6 trillion. In addition to his tenure at Union Bank, during the financial crisis of 2008 and 2009, he managed a distressed real estate fund primarily invested in heavily discounted AAA CMBS bonds, which later evolved into a CMBS origination platform in a partnership with Jefferies LoanCore. This platform built on his previous experience as a co-founder of a mortgage origination business that was ultimately sold to CharterMac Mortgage Capital (aka: Centerline Mortgage Capital) where Nik was co-head of Mortgage Originations.
Earlier in his career, Nik managed a structured finance team for Lehman Brothers Principal Transactions Group based in London. Nik has a B.A. in Social Science/Economics and a B.S. in Biological Sciences from the University of California, Irvine. In his spare time Nik enjoys skiing, tennis and time with his children.
Chief Data Scientist
CAO & Head of People
CAO & Head of People: Paige Brooks
Paige oversees strategic and cross-functional goals within the company, operations, policies and compliance, and human resources. She brings over 18 years of senior-level HR management experience. Paige has managed HR globally for several multinational companies, the HR aspects of an IPO, and worked for Sony as their HR generalist for several incubated companies in the last tech boom. Paige is originally from Atlanta, GA, and graduated with a BA in Psychology from the University of Texas at Austin. In her spare time, she enjoys racing sailboats, hiking, photography, and good wine.
Chief Data Scientist: Ajay Mangalam
Ajay manages the data science team which uses big data and artificial intelligence to gain valuable insights into the CRE market. Ajay has over 13 years of experience in the tech industry with a focus on big data analytics and building scalable, highly concurrent and fault tolerant systems. Prior to PLUM, Ajay was part of the Text Analytics Platform at Thomson Reuters building the Search and Answer system. Ajay holds MS & BS degrees in Computer Science from the University of Florida and a Certificate in Quantitative Finance provided by FitchLearning. Ajay enjoys time with his family, running, scuba diving and reading.
CEO & Founder
President and Head of Real Estate
CEO & Founder: Bill Fisher
Bill is the visionary and leader of the company. Earlier in his career, Bill worked as an Executive Vice President with Wells Fargo Bank, where he had responsibility for small business, retail and wealth management segments, including the $12 billion Northern California division. Subsequently, Bill was the founder and CEO of GetSmart.com, which was purchased by Barry Diller’s Interactive Corp. Bill is also the co-founder and long-time partner of the Tiburon family of international seed funds, with 22 successful exits, including Trivago, Xing, Cadooz, and Localisten.de. In his spare time, Bill is an avid fly fisherman, traveling to epic lakes and streams to cast, catch and release.
President and Head of Real Estate: Rick Gallitto
Rick was Co-President and Chief Investment Officer of Tremont Mortgage Trust (TRMT:NASDAQ) where he oversaw originations and deal structuring. He was also the Co-founder and President of Tremont Realty Capital, an SEC-registered investment advisor with total portfolio of assets in excess of $800MM. He opened and scaled the northeast region of a publicly-traded finance company’s real estate capital markets platform from zero production to over $900MM of originations in 18 months. As an SVP of CBRE, he opened and managed their Northeast Mortgage Banking Division. Rick began his career in commercial banking working for several predecessor firms of Bank of America and he holds an AB in Economics from Harvard. He enjoys good food and better wine.
Managing Director, Capital Markets & Technology
Chief Data Scientist
Managing Director, Capital Markets & Technology: Nik Chillar
Nik heads PLUM's Capital Markets group, where he combines over twenty years of unique experience in commercial real estate loan origination, underwriting, bank regulatory implementation, securitization and trading.
Nik has extensive experience with Commercial Real Estate Loans as a senior executive and bond trader responsible for the investment, management and reporting of the U.S. portfolio of CMBS/CLO securities for the Union Bank subsidiary of Mitsubishi, one of the world’s largest financial organizations with total assets of $2.6 trillion. In addition to his tenure at Union Bank, during the financial crisis of 2008 and 2009, he managed a distressed real estate fund primarily invested in heavily discounted AAA CMBS bonds, which later evolved into a CMBS origination platform in a partnership with Jefferies LoanCore. This platform built on his previous experience as a co-founder of a mortgage origination business that was ultimately sold to CharterMac Mortgage Capital (aka: Centerline Mortgage Capital) where Nik was co-head of Mortgage Originations.
Earlier in his career, Nik managed a structured finance team for Lehman Brothers Principal Transactions Group based in London. Nik has a B.A. in Social Science/Economics and a B.S. in Biological Sciences from the University of California, Irvine. In his spare time Nik enjoys skiing, tennis and time with his children.
Chief Data Scientist: Ajay Mangalam
Ajay manages the data science team which uses big data and artificial intelligence to gain valuable insights into the CRE market. Ajay has over 13 years of experience in the tech industry with a focus on big data analytics and building scalable, highly concurrent and fault tolerant systems. Prior to PLUM, Ajay was part of the Text Analytics Platform at Thomson Reuters building the Search and Answer system. Ajay holds MS & BS degrees in Computer Science from the University of Florida and a Certificate in Quantitative Finance provided by FitchLearning. Ajay enjoys time with his family, running, scuba diving and reading.
CAO & Head of People
Chief Administrative Officer: Paige Brooks
Paige oversees strategic and cross-functional goals within the company, operations, policies and compliance, and human resources. She brings over 18 years of senior-level HR management experience. Paige has managed HR globally for several multinational companies, the HR aspects of an IPO, and worked for Sony as their HR generalist for several incubated companies in the last tech boom. Paige is originally from Atlanta, GA, and graduated with a BA in Psychology from the University of Texas at Austin. In her spare time, she enjoys racing sailboats, hiking, photography, and good wine.
CEO & Founder
CEO & Founder:
Bill Fisher
Bill is the visionary and leader of the company. Earlier in his career, Bill worked as an Executive Vice President with Wells Fargo Bank, where he had responsibility for small business, retail and wealth management segments, including the $12 billion Northern California division. Subsequently, Bill was the founder and CEO of GetSmart.com, which was purchased by Barry Diller’s Interactive Corp. Bill is also the co-founder and long-time partner of the Tiburon family of international seed funds, with 22 successful exits, including Trivago, Xing, Cadooz, and Localisten.de. In his spare time, Bill is an avid fly fisherman, traveling to epic lakes and streams to cast, catch and release.
President and Head of Real Estate
President and Head of Real Estate: Rick Gallitto
Rick was Co-President and Chief Investment Officer of Tremont Mortgage Trust (TRMT:NASDAQ) where he oversaw originations and deal structuring. He was also the Co-founder and President of Tremont Realty Capital, an SEC-registered investment advisor with total portfolio of assets in excess of $800MM. He opened and scaled the northeast region of a publicly-traded finance company’s real estate capital markets platform from zero production to over $900MM of originations in 18 months. As an SVP of CBRE, he opened and managed their Northeast Mortgage Banking Division. Rick began his career in commercial banking working for several predecessor firms of Bank of America and he holds an AB in Economics from Harvard. He enjoys good food and better wine.
Managing Director, Capital Markets & Technology
Managing Director, Capital Markets & Technology:
Nik Chillar
Nik heads PLUM's Capital Markets group, where he combines over twenty years of unique experience in commercial real estate loan origination, underwriting, bank regulatory implementation, securitization and trading.
Nik has extensive experience with Commercial Real Estate Loans as a senior executive and bond trader responsible for the investment, management and reporting of the U.S. portfolio of CMBS/CLO securities for the Union Bank subsidiary of Mitsubishi, one of the world’s largest financial organizations with total assets of $2.6 trillion. In addition to his tenure at Union Bank, during the financial crisis of 2008 and 2009, he managed a distressed real estate fund primarily invested in heavily discounted AAA CMBS bonds, which later evolved into a CMBS origination platform in a partnership with Jefferies LoanCore. This platform built on his previous experience as a co-founder of a mortgage origination business that was ultimately sold to CharterMac Mortgage Capital (aka: Centerline Mortgage Capital) where Nik was co-head of Mortgage Originations.
Earlier in his career, Nik managed a structured finance team for Lehman Brothers Principal Transactions Group based in London. Nik has a B.A. in Social Science/Economics and a B.S. in Biological Sciences from the University of California, Irvine. In his spare time Nik enjoys skiing, tennis and time with his children.
Chief Data Scientist
President & Chief Data Scientist:
Ajay Mangalam
Ajay manages the data science team which uses big data and artificial intelligence to gain valuable insights into the CRE market. Ajay has over 13 years of experience in the tech industry with a focus on big data analytics and building scalable, highly concurrent and fault tolerant systems. Prior to PLUM, Ajay was part of the Text Analytics Platform at Thomson Reuters building the Search and Answer system. Ajay holds MS & BS degrees in Computer Science from the University of Florida and a Certificate in Quantitative Finance provided by FitchLearning. Ajay enjoys time with his family, running, scuba diving and reading.
CAO & Head of People
CAO & Head of People:
Paige Brooks
Paige oversees strategic and cross-functional goals within the company, operations, policies and compliance, and human resources. She brings over 18 years of senior-level HR management experience. Paige has managed HR globally for several multinational companies, the HR aspects of an IPO, and worked for Sony as their HR generalist for several incubated companies in the last tech boom. Paige is originally from Atlanta, GA, and graduated with a BA in Psychology from the University of Texas at Austin. In her spare time, she enjoys racing sailboats, hiking, photography, and good wine.
Advisors
Senior Advisor: Finance
Senior Advisor: Technology
Senior Advisor: Finance
Senior Advisor: Finance: Nino Fanlo
Nino Fanlo brings over 30 years of experience in financial services and capital markets. His roles have included CFO and COO of Human Longevity, CFO and President of SoFi, CEO of KKR Financial, EVP and Treasurer of Wells Fargo, and head of Goldman Sachs' Commercial Mortgage Backed Securities desk. Nino had prior investment banking and asset management roles at Credit Suisse, MetLife and Australian Capital Equity, where he focused on CRE fixed income assets as well as capital raising and funding activities.
Senior Advisor: Technology: Preston Callicot
Preston is the CEO for Five Talent Software, Inc. and has over 36 years of experience in high-tech and consulting organizations. His career began at institutions including HP, AMD and Pricewaterhouse Management Consulting Services. Since 1990 he has been a founding member for over a dozen startups, including Hometown Commercial Capital. Preston has a broad knowledge of system architecture, database, coding, social media, web technologies, desktop, mobile, cloud and enterprise-level platforms.
Senior Advisor: Finance: Michael Tannenbaum
Michael Tannenbaum is the Chief Financial Officer and Chief Business Officer at Brex Inc. Prior to Brex, he was the VP of Finance and oversaw $1.3B of equity capital raising at SoFi. Michael was previously at private equity firm, Hellman & Friedman, and in investment banking at J.P. Morgan.
Senior Advisor
Senior Advisor: Finance: John (J.R.) Garibaldi
J.R. oversees all legal and regulatory matters. Prior to joining PLUM, J.R. was an attorney at Nixon Peabody LLP where he advised companies on a wide range of finance, corporate and commercial real estate transactions, including representing financial institutions and borrowers on over $3 billion in debt transactions. J.R. holds a J.D. from UC Hastings, College of Law, a B.A. from UCLA and is a licensed attorney and real estate broker in the state of California.
Senior Advisor: Finance
Senior Advisor: Technology
Senior Advisor: Finance: Nino Fanlo
Nino Fanlo brings over 30 years of experience in financial services and capital markets. His roles have included CFO and COO of Human Longevity, CFO and President of SoFi, CEO of KKR Financial, EVP and Treasurer of Wells Fargo, and head of Goldman Sachs' Commercial Mortgage Backed Securities desk. Nino had prior investment banking and asset management roles at Credit Suisse, MetLife and Australian Capital Equity, where he focused on CRE fixed income assets as well as capital raising and funding activities.
Senior Advisor: Technology: Preston Callicot
Preston is the CEO for Five Talent Software, Inc. and has over 36 years of experience in high-tech and consulting organizations. His career began at institutions including HP, AMD and Pricewaterhouse Management Consulting Services. Since 1990 he has been a founding member for over a dozen startups, including Hometown Commercial Capital. Preston has a broad knowledge of system architecture, database, coding, social media, web technologies, desktop, mobile, cloud and enterprise-level platforms.
Senior Advisor: Finance
Senior Advisor: Finance: Rob Grien
Rob Grien is Head of the Finance and Restructuring Advisory Group at TM Capital and has nearly 40 years of experience in finance. Rob was at Deerfield Capital Management as President of Deerfield Capital Corp. overseeing direct middle market lending. Earlier, Rob was at DLJ where he was Chief Credit Officer of the Investment Banking and Leveraged Finance Departments and Chairman of the Credit Commitment Committee. Rob is a graduate of Tulane University and has an MBA from Columbia Business School.
Senior Advisor: Finance: Michael Tannenbaum
Michael Tannenbaum is the Chief Financial Officer and Chief Business Officer at Brex Inc. Prior to Brex, he was the VP of Finance and oversaw $1.3B of equity capital raising at SoFi. Michael was previously at private equity firm, Hellman & Friedman, and in investment banking at J.P. Morgan.
Senior Advisor
Senior Advisor: Finance: John (J.R.) Garibaldi
J.R. oversees all legal and regulatory matters. Prior to joining PLUM, J.R. was an attorney at Nixon Peabody LLP where he advised companies on a wide range of finance, corporate and commercial real estate transactions, including representing financial institutions and borrowers on over $3 billion in debt transactions. J.R. holds a J.D. from UC Hastings, College of Law, a B.A. from UCLA and is a licensed attorney and real estate broker in the state of California.
Senior Advisor: Finance
Senior Advisor: Finance:
Nino Fanlo
Nino Fanlo brings over 30 years of experience in financial services and capital markets. His roles have included CFO and COO of Human Longevity, CFO and President of SoFi, CEO of KKR Financial, EVP and Treasurer of Wells Fargo, and head of Goldman Sachs' Commercial Mortgage Backed Securities desk. Nino had prior investment banking and asset management roles at Credit Suisse, MetLife and Australian Capital Equity, where he focused on CRE fixed income assets as well as capital raising and funding activities.
Senior Advisor: Technology
Senior Advisor: Technology:
Preston Callicot
Preston is the CEO for Five Talent Software, Inc. and has over 36 years of experience in high-tech and consulting organizations. His career began at institutions including HP, AMD and Pricewaterhouse Management Consulting Services. Since 1990 he has been a founding member for over a dozen startups, including Hometown Commercial Capital. Preston has a broad knowledge of system architecture, database, coding, social media, web technologies, desktop, mobile, cloud and enterprise-level platforms.
Senior Advisor: Finance
Senior Advisor: Finance:
Michael Tannenbaum
Michael Tannenbaum was the Chief Revenue Officer at SoFi where he ran the student loan, personal loan and mortgage businesses. Prior to that he was the VP of Finance and oversaw $1.3B of equity capital raising. Prior to SoFi, Michael worked at private equity firm Hellman & Friedman and in investment banking at J.P. Morgan. He recently joined an early stage fintech company in the payments space.
Senior Advisor
Senior Advisor: Finance:
John (J.R.) Garibaldi
J.R. oversees all legal and regulatory matters. Prior to joining PLUM, J.R. was an attorney at Nixon Peabody LLP where he advised companies on a wide range of finance, corporate and commercial real estate transactions, including representing financial institutions and borrowers on over $3 billion in debt transactions. J.R. holds a J.D. from UC Hastings, College of Law, a B.A. from UCLA and is a licensed attorney and real estate broker in the state of California.
Our Investors
PLUM is fortunate to be working with preeminent partners in finance and technology.
Elliott Management Corporation manages two multi-strategy hedge funds which combined have approximately $35 billion of assets under management. Its flagship fund, Elliott Associates, L.P., was founded in 1977, making it one of the oldest hedge funds under continuous management. The Elliott funds’ investors include pension plans, sovereign wealth funds, endowments, foundations, funds-of-funds, high net worth individuals and families, and employees of the firm.
Renren Inc. operates a leading real name social networking internet platform in China. Renren’s businesses primarily include the main social networking website renren.com and the game operating platform Renren Games.
QED Investors actively supports high-growth businesses that use information to compete and win. While their support is tailored to the specific needs of each portfolio company, they typically provide a combination of both capital and capability.
Tiburon Unternehmensaufbau GmbH is a venture capital firm specializing in start-up and early stage investments in e-commerce, mobile & apps, SaaS and meta platforms. Tiburon was founded in 2001 and is based in Munich, Germany.
Resolute Capital Partners ("RCP") is a private equity firm with offices in San Francisco, Dallas and Minneapolis, that employs a seasoned executive team which has placed more than $3 billion in institutional-grade and private securities investments throughout their careers. RCP contributes professional expertise and multi-level support towards companies that help them realize their vision in structuring transactions, and offers proven management techniques that yield flexibility and opportunity.
Our Partners
PwC focuses on audit and assurance, consulting and tax services, and they help resolve complex issues and identify opportunities. Their reputation lies in building lasting relationships with their clients and a focus on delivering value in all they do.
Paul Hastings is a leading international law firm that provides innovative legal solutions to many of the world’s top financial institutions and Fortune Global 500 companies. With a strong presence throughout Asia, Europe, Latin America, and the U.S., they have the global reach and extensive capabilities to provide personalized service wherever their clients’ needs take them.
CONTACT
Tel: (415) 230 5600
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