Mortgage Banking

Charlie Haggard

Senior Managing Director
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About

Charlie Haggard, Senior Managing Director, serves as the co-head of Berkadia Orange County & San Diego Mortgage Banking. Charlie has over 25 years of real estate consulting, debt, and equity experience across all types of commercial, multifamily and assisted living projects. In 2023, Charlie joined Berkadia from Newmark, where they originated approximately $15 billion in multifamily loans nationwide during his tenure.

Previously, Charlie co-founded and served as COO of Westar Housing, which acquired, managed and sold over $100 million of multifamily real estate during his tenure. Prior to that, he spent 11 years with Bank of America Merrill Lynch, where he last held the position of Managing Director and National Head of Origination for the bank’s Real Estate Structured Finance Group. In this role, he managed a national team of origination professionals in eight offices with an annual production volume of over $30 billion, served on the firm’s credit committee and managed the structuring, analysis, and approval of billions of dollars in commercial real estate debt.

Education & Certifications

  • B.B.A., Texas A&M University
  • M.A., Texas A&M University

Affiliations & Memberships

  • Board of Trustees, JSerra Catholic High School
  • Finance Committee Chair, JSerra Catholic School

Industry Specializations & Skills

  • ​Affordable Housing
  • ​​Agency Lending
  • ​​CMBS
  • ​​Debt Placement
  • ​​Multifamily Housing
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Partners

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Mike CanoriMike Canori

Senior Managing DirectorSenior Managing Director

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Tyler SinksTyler Sinks

Managing DirectorManaging Director

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John ChuJohn Chu

Managing DirectorManaging Director

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Ed RosenEd Rosen

Managing DirectorManaging Director

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CJ AngleCJ Angle

Managing DirectorManaging Director

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Chelsea JervisChelsea Jervis

Managing DirectorManaging Director

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Ryan FitzpatrickRyan Fitzpatrick

Senior Managing DirectorSenior Managing Director

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Daniel Swersky-Louw Daniel Swersky-Louw 

DirectorDirector

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Mary Ann KingMary Ann King

Co-Head of Institutional SolutionsCo-Head of Institutional Solutions

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Brett BetzlerBrett Betzler

Senior Managing DirectorSenior Managing Director

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Scott HallScott Hall

Managing DirectorManaging Director

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Bruce FurnissBruce Furniss

Managing DirectorManaging Director

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Paul ShenPaul Shen

Vice President – Investment SalesVice President – Investment Sales

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Aaron LappingAaron Lapping

Senior DirectorSenior Director

Mortgage BankingMortgage Banking

Kevin MignognaKevin Mignogna

Senior Managing DirectorSenior Managing Director

Mortgage BankingMortgage Banking

Ed KimEd Kim

Managing DirectorManaging Director

Mortgage BankingMortgage Banking

Michael BeachMichael Beach

Vice President – OriginationsVice President – Originations

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Joey GuarinoJoey Guarino

Assistant Vice President – OriginationsAssistant Vice President – Originations

Mortgage BankingMortgage Banking

Landon DomenicoLandon Domenico

Associate DirectorAssociate Director

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Jie LeeJie Lee

Associate DirectorAssociate Director

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Anthony AnsevinAnthony Ansevin

Senior DirectorSenior Director

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Lee ScottLee Scott

Senior DirectorSenior Director

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