Meet Your Team

Our team is comprised of talented and experienced professionals who provide your firm with exceptional service, communication and expertise.

Makenna Moriarty

Makenna Moriarty

Makenna performs the underwriting for new clients.

Makenna’s role involves managing credit risk by providing lease underwriting expertise. She is responsible for assessing prospective transactions and credit worthiness of clients through financial and business analysis to ensure an accurate evaluation has been performed.
Every day, she strives to develop a greater understanding of each client’s unique business structure and specific strategies to maintain and grow their business.

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More About Makenna


  • Bachelor's degree in Corporate Finance from St. John Fisher College


She grew up in Rochester, New York, and after several years of traveling and living abroad, made her way back to the U.S., where she has settled down with her husband in Penfield, NY. In May of 2020, they rescued a Daschund mix named Linus, who has brought more joy and love to their lives than they could have ever imagined!

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