Director of Business Development for Eastern Region
William W. Raffaele has 20 years of experience with diversified financial services institutions and multi strategy private investment strategies.
Bill is responsible for business development for DPG both origination and co investment, Bill will focus on origination investment and advisory opportunities across various sectors, Bill will lead in structuring and distributing DPG proprietary capital solutions through sophisticated alternative investment strategies with a focus on special situations in real estate, alternative energy, private equity and a myriad of specialty and corporate finance opportunities.
Bill formerly was a Co-Founder and Senior Principal of Warren Wealth Advisors, LLC - a wealth advisory firm with offices located in Greenwich, CT and an affiliate office in Toronto, Canada. He was responsible for the overall business development of the firm’s high net worth (HNW) and ultra high net worth (UHNW) advisory services, including the integration of its comprehensive, technology-enabled wealth management platform, as well as market penetration strategies and client acquisition initiatives. As Securities Principal he created and supervised the firm’s policies and procedures, risk management and oversaw the operations process to assure accuracy, consistency, efficiency and the adherence to the compliance of industry regulations and principles.
Prior to Warren Wealth Advisors, Mr. Raffaele was a Partner at Concorde Funding Group, Ltd., a leading metropolitan region mortgage banker/broker specializing in conventional commercial and residential financing, as well as a broad range of specialty capital, including bridge mortgages, mezzanine loans, preferred equity and other structured debt and equity products. He was primarily responsible for the syndication, product management and consulting responsibilities for structured commercial and residential financing to a captive client base and external real estate development groups. Mr. Raffaele developed a niche for special situation, time-critical and difficult financings for smaller and middle market, short-term bridge loans secured by most types of commercial and investment property, focusing on loans from $1,000,000 to $20,000,000. He helped existing real estate owners and investors restructure and/or acquire non-performing loans. During his tenure at Concorde, Bill led his team to over 2 billion in total property financing.
Mr. Raffaele was formerly a Financial Consultant with Merrill Lynch from 1998-1999 and Morgan Stanley from 1994-1998 and is a licensed Securities Representative, Securities Principal and Uniform Investment Adviser.