Profiel
Ms. Makenzy Mohrman is a Director at Capstone LLC.
She joined Capstone in 2021 and is a Director on the firm’s US Financial Services team.
She advises domestic private equity, corporate, and hedge fund clients on policy driven investment opportunities across the financial services sector.
Ms. Mohrman advises clients on policy issues across the mortgage and real estate landscape including government-sponsored entity (GSE) reform, mortgage insurance, mortgage servicing, affordable housing, COVID-19 housing assistance, real estate brokerage, and commercial real estate.
She also advises clients on policy issues impacting markets and US exchanges, including market structure reform and gamification.
Prior to joining Capstone, Ms. Mohrman worked at Fannie Mae as a counterparty risk analyst covering over 200 banks, mortgage banks, and credit unions.
Prior to this, she worked as an Equity Research Analyst at FBR Capital Markets covering companies across the banking, mortgage financing, and mortgage and equity REITs sectors.
During this time, she also collaborated with Washington policy analysts to advise clients on key policy trends in the financial services and energy sectors.
Ms. Mohrman graduated from Boston College’s Carroll School of Management with a B.S.
in finance and entrepreneurial business and a minor in international relations.
Actieve functies van Makenzy Mohrman
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Capstone LLC (Broker)
Capstone LLC (Broker) Investment ManagersFinance Capstone LLC is a policy analysis and regulatory due diligence research firm headquartered in Washington, DC. The firm was founded by David Barrosse in 2010 and is wholly owned by the Orion Group LLC. Capstone helps corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. The firm explores how policy affects companies, industries, and investments in the financial services, health care, TMT, and energy sectors. They work with a diverse group of corporate and investor clients that produce actionable investment research based on their deep-dive analysis of public policy. | Analyst-Equity | 01-02-2021 |
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Capstone LLC (Broker)
Capstone LLC (Broker) Investment ManagersFinance Capstone LLC is a policy analysis and regulatory due diligence research firm headquartered in Washington, DC. The firm was founded by David Barrosse in 2010 and is wholly owned by the Orion Group LLC. Capstone helps corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. The firm explores how policy affects companies, industries, and investments in the financial services, health care, TMT, and energy sectors. They work with a diverse group of corporate and investor clients that produce actionable investment research based on their deep-dive analysis of public policy. | Finance |