Monticello Asset Management, LLC named Steven Caligor as a member of the Monticello management team, joining as a Senior Managing Director. Caligor will be charged with a diverse set of responsibilities including product development, expanding banking relationships, and assisting with credit and risk management.
Caligor comes to Monticello with close to 30 years of commercial finance experience encompassing broad industry and loan structuring knowledge across multiple sectors including Healthcare, Real Estate, C&I, Apparel, Medical, Technology, Retail, and Manufacturing, He is well versed in middle market, large corporate, public / syndicate, and equipment finance transactions.
Caligor's most recent position was Division Executive at Bank Hapoalim where he managed the Commercial Real Estate, Food and Commodities, and Corporate Finance loan portfolio teams. While there, he also helped launch a successful de novo healthcare lending platform.
Prior to BHI, he was a FSVP and NY Regional Executive at Bank Leumi USA, managing four lending teams covering the region’s C&I, Healthcare, and Equipment Finance lending activities. He was a member of the bank’s Senior Management and Credit Committees. Caligor was also a Manager at Signature Financial LLC, a specialty finance company, where he managed a team of underwriters and was a member of the credit committee. He holds an MBA in Finance and Investments and a BA in Marketing and International Business from George Washington University.
“We are pleased to welcome Steven to the Monticello team," said Alan Litt, President of Monticello. "He has a stellar reputation, is widely respected within the banking sector, and possesses vast industry, credit, and general business knowledge. Over his career, he has successfully managed loan portfolios in excess of $1billion, led business origination and credit teams and has launched new lending verticals. Steven offers us management breadth, a strategic mindset and we look for him to help guide our operations and corporate growth. Steven is highly engaged and passionate about success and these traits will best serve our clients, investors, and the entire Monticello family."