Joseph Morea
Director/Board Member at PORTMAN RIDGE FINANCE CORPORATION
Net worth: 566 359 $ as of 2024-03-30
Profile
Joseph L.
Morea is currently an Independent Director at Portman Ridge Finance Corp., a Director at Energy & Exploration Partners LLC, a Lead Independent Trustee at Seven Hills Realty Trust, and an Independent Trustee at Industrial Logistics Properties Trust.
He previously served as the Chairman of THL Credit Senior Loan Fund, Vice Chairman, MD & Head-US Investment Banking at RBC Capital Markets, Inc., Chairman of Eagle Growth & Income Opportunities Fund, Chairman of First Eagle Senior Loan Fund, Independent Director at TravelCenters of America, Inc., Independent Director at Garrison Capital, Inc., Managing Director-Equity Capital Markets at Smith Barney, Inc., Managing Director & Co-Head-Equity Capital Markets at UBS, Inc., Independent Trustee at Equity Commonwealth, Chief Operating Officer-Investments Banking at PaineWebber, Inc., Branch Manager at Merrill Lynch, Pierce, Fenner & Smith, Inc., Independent Trustee at Seven Hills Realty Trust, Principal at Berkeley Realty Ventures LLC, and Independent Trustee at Tremont Mortgage Trust.
He holds an MBA from St. John's University and the Peter J.
Tobin College of Business, and an undergraduate degree from the State University of New York at Albany.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
SEVEN HILLS REALTY TRUST
0.19% | 2024-03-13 | 27,879 ( 0.19% ) | 360 197 $ | 2024-03-30 |
| 2024-03-13 | 40,000 ( 0.06% ) | 171 600 $ | 2024-03-30 | |
| 2023-04-24 | 1,821 ( 0.02% ) | 34 563 $ | 2024-03-30 |
Joseph Morea active positions
| Companies | Position | Start |
|---|---|---|
| INDUSTRIAL LOGISTICS PROPERTIES TRUST | Director/Board Member | 2018-01-10 |
| PORTMAN RIDGE FINANCE CORPORATION | Director/Board Member | 2020-10-25 |
| SEVEN HILLS REALTY TRUST | Director/Board Member | 2021-09-29 |
Energy & Exploration Partners LLC
 Energy & Exploration Partners LLC Oil & Gas ProductionEnergy Minerals Part of Energy & Exploration Partners, Inc., Energy & Exploration Partners LLC is engaged in the acquisition and development of oil and natural gas resources. The private company is based in Fort Worth, TX. Hunt Pettit. B. The company was founded by B. Hunt Pettit has been the CEO since incorporation. | Director/Board Member | - |
Former positions of Joseph Morea
| Companies | Position | End |
|---|---|---|
| TRAVELCENTERS OF AMERICA INC. | Director/Board Member | 2023-05-14 |
| TRET MTG | Director/Board Member | 2021-09-29 |
| FIRST EAGLE SENIOR LOAN FUND | Chairman | 2020-12-31 |
| GARRISON CAPITAL INC. | Director/Board Member | 2020-10-27 |
| SEVEN HILLS REALTY TRUST | Director/Board Member | 2020-04-30 |
Training of Joseph Morea
| St. John's University | Masters Business Admin |
| State University of New York at Albany | Undergraduate Degree |
| Peter J. Tobin College of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 3 |
|---|---|
| EQUITY COMMONWEALTH | Finance |
| SEVEN HILLS REALTY TRUST | Finance |
| INDUSTRIAL LOGISTICS PROPERTIES TRUST | Finance |
| Private companies | 14 |
|---|---|
TravelCenters of America, Inc.
 TravelCenters of America, Inc. Specialty StoresRetail Trade TravelCenters of America, Inc. engages in the operation and franchise of travel centers and convenience stores. The firm's products and services include diesel fuel and gasoline, truck repair and maintenance services, full service restaurants, quick serve restaurants, travel and convenience stores, and various driver amenities. It operates travel centers under TA Petro Stopping Centers and TA Express brand names. The company was founded on December 2, 1992 and is headquartered in Westlake, OH. | Retail Trade |
Garrison Capital, Inc.
 Garrison Capital, Inc. MiscellaneousMiscellaneous Garrison Capital, Inc. operated as an externally managed, non-diversified closed-end investment fund. It's investment objective was to generate income and capital gains by making investments primarily in debt securities and loans of U.S. based middle-market companies. It was primarily invested in first lien senior secured loans, second lien senior secured loans, one-stop senior secured or unitranche loans, subordinated or mezzanine loans, unsecured consumer loans and to a lesser extent and selected equity co-investments in middle-market companies. The company was founded on November 29, 2010 and it was headquartered in New York, NY. | Miscellaneous |
THL Credit Senior Loan Fund
 THL Credit Senior Loan Fund Investment Trusts/Mutual FundsMiscellaneous THL Credit Senior Loan Fund operates as a closed-end investment trust. Its investment objective is to provide current income and preservation of capital primarily through investments in U.S. dollar-denominated senior secured corporate loans and notes. The company was founded on July 30, 2013 and is headquartered in Chicago, IL. | Miscellaneous |
Smith Barney, Inc.
 Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Finance |
| PaineWebber, Inc. | Finance |
Portman Ridge Finance Corp.
 Portman Ridge Finance Corp. Investment ManagersFinance Portman Ridge Finance Corp a traded fund, engages in seeking investment opportunities in middle market companies located in the United States with an EBITDA ranging from USD 10 - 50 million. It also offers financing in the form of secured term loans, bonds or notes and mezzanine debt. The company was founded on August 8, 2006, and is headquartered in New York. | Finance |
RBC Capital Markets, Inc.
 RBC Capital Markets, Inc. Investment ManagersFinance Part of Royal Bank of Canada, RBC Capital Markets, Inc. provides investment advice. The private company is based in Albany, NY. | Finance |
UBS, Inc.
 UBS, Inc. Personnel ServicesCommercial Services Part of Mitsubishi Research Institute, Inc., UBS, Inc. is a Japanese company that provides outsourcing services. The private company is based in Tokyo, Japan. UBS was acquired by Mitsubishi Research Institute DCS Co., Ltd. from OMRON Corp. on April 01, 2010. | Commercial Services |
Energy & Exploration Partners LLC
Energy & Exploration Partners LLC Oil & Gas ProductionEnergy Minerals Part of Energy & Exploration Partners, Inc., Energy & Exploration Partners LLC is engaged in the acquisition and development of oil and natural gas resources. The private company is based in Fort Worth, TX. Hunt Pettit. B. The company was founded by B. Hunt Pettit has been the CEO since incorporation. | Energy Minerals |
Eagle Growth & Income Opportunities Fund
 Eagle Growth & Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Eagle Growth & Income Opportunities Fund is a non-diversified, closed-end management investment company. Its primarily invests in dividend or other income paying equity securities and debt securities. The company was founded on June 19, 2015 and is headquartered in Chicago, IL. | Miscellaneous |
Berkeley Realty Ventures LLC
 Berkeley Realty Ventures LLC Real Estate DevelopmentFinance Berkeley Realty Ventures LLC provides real estate services. | Finance |
Tremont Mortgage Trust
 Tremont Mortgage Trust Real Estate Investment TrustsFinance Tremont Mortgage Trust operates as a real estate investment trust. It focuses on originating and investing in first mortgage loans secured by middle market and transitional commercial real estate properties. The company was founded on June 1, 2017 and is headquartered in Newton, MA. | Finance |
First Eagle Senior Loan Fund
 First Eagle Senior Loan Fund Investment Trusts/Mutual FundsMiscellaneous First Eagle Senior Loan Fund functions as a closed-end investment fund or investment trust company. The company is headquartered in Chicago, IL. | Miscellaneous |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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