SBA & USDA Lending Solutions
without hiring staff or incurring capital expenditures
With more than 150 years of cumulative in-house SBA 7(a) and USDA experience, cutting edge systems and rigid controls, the team at Windsor Advantage is uniquely qualified to support its institutional clients to develop and execute a thoughtful and comprehensive SBA and USDA lending program.
Windsor Advantage is an owner-managed firm with 26 professionals and growing.
President & CEO
Mike is responsible for the overall management and direction of the firm, as well as oversight of the Charleston, Chicago and Indianapolis offices. Prior to Windsor, he was a senior management consultant with KPMG. He has extensive experience working with diversified financial firms to implement efficiencies and risk management strategies. He began his career with PNC Capital Markets.
Chief Financial Officer
Jeff oversees all finance activities for the company and manages Windsor’s compliance and risk management functions. Prior to joining Windsor, he gained extensive experience in business valuation and complex litigation at Charles River Associates.
Will is responsible for oversight of Windsor’s Processing, Portfolio Management and Liquidations teams in Chicago, as well as lender training and loan structuring/eligibility functions. He has overseen $1.0+ billion in SBA and USDA loan closings. Prior to Windsor, he worked at Bank of America Merrill Lynch.