Our Team  

GLM & Investments, Inc., a California corporation and licensed real estate broker and doing business as GLMI was formed in 2003 and has been licensed as a real estate broker with the California Department of Real Estate since that time.


GLMI engages in the business of arranging, funding, selling, purchasing and servicing trust deed investments for its investors and on its own account.  Since its inception, the GLMI has made or arranged over 120 loans in the aggregate principal amount of approximately $45,000,000.  


The officers behind GLMI have arranged over 1500 loans in the aggregate principal amount of approximately $400,000,000 in other funds managed since 1998.  


Michael Shorey is the founder and architect of the business model for GLMI Inc, which includes risk management policies, procedures, risk-based pricing, sourcing, opinion-of-value determination, contracting, and problem resolution.  Mr. Shorey has grown GLM & Investments Coastal Portfolio in excess of $25M in loans with over $45M in assets under management.  Shorey has 10+ years experience in this space.


 

Vincent Dinardo, Chief Compliance Officer & Broker of Record

Department of Real Estate Broker License #01303531


With a decade of compliance and financial analysis experience and credentialed with both federal and state regulatory agencies, Vince Dinardo provides GLMI clients the reassurance required in today's chaning investor environment. 



GLM & Investments Inc. "Hall of Fame" relationships

 


GLM & Investments, Inc. has had the chance to work with some of Washington DC's and Wall Street's smartest retired VP's as well as local Southern California industry leaders, as both Financial and Legal Consultants in the developmental design of the company's policies and day to day practices.

As a modern investment firm, GLM & Investments, Inc. senior staff has been developed to appreciate the past understanding of investment banking as well as its future.  At GLM & Investments, Inc we embrace the philosophy of "You don't know where you are going unless you know were you have been."

GLM & Investments, Inc. gives credit, thanks and appreciation for the guidance of those individuals whose experience, drawn from many different professions and influences of business, allowed GLM & Investments, Inc. to become one of Southern California Premier Real Estate Investment firms.

 


Dennis Doss Esq.
Corporate Real Estate Attorney & Advisor

 


Dennis taught corporate law for 15 years at the University of California at Irvine-Extension. He has served as counsel to litigation committees in corporate derivative actions.  Dennis Doss is the General Manager and responsible for the Mortgage Lending, Securities, and Corporate sections of the Doss Law firm, located in Irvine, California.  Dennis is a frequent lecturer in the areas of consumer credit, mortgage backed securities and mortgage company licensing.  Dennis served on the Real Estate Finance advisory subcommittee of the California Department of Real Estate and is the co-author of its primary borrower disclosure form RE 883, Mortgage Loan Disclosure Statement.


Out of the office, Dennis operates a small vineyard in San Juan Capistrano, California.

Doss Law
2020 Main Street, Suite 950
Irvine, CA 92614-8231

(949) 757-8200
(949) 752-2521 Fax

info@dosslaw.com


Sid Baum, Former Chief Executive Officer

Sid Baum is the Former (2009- 2011)  CEO of GLM & Investments, Inc.  Mr. Baum served as SVP of Mortgage Partners Capital during one of its highest growth periods.   In his roles, he ran a multi-million portfolio to Investors on  non prime-quality mortgage securities and deeds of trust.  In addition, Mr. Baum ran the risk-based pricing models that set all mortgage pricing, including default risk, prepayment risk, interest rate risk and capital adequacy modeling.

Mark J. Latimer, Former Chief Executive Officer

Responsible for the founding Operating Strategies, private client portfolio servicing relationships as well as Review, analysis's of Genesis Execution Portfolio grow plan.  Former SVP of Freddie Mac, responsible for portfolio management of $60 billion in retained assets; risk management modeling for default risk, prepayment risk, interest rate risk, capital adequacy, asset-liability of the retained portfolio, and; the sale in excess of $500 billion in assets per year of fixed income securities to institutional and individual investors.


Lynn Schaeffer, Retired, Administration & Human Resources

 
Former senior executive with Citigroup, General Dynamics, Parker Hannifin, and News Digital Media (Fox News Corporation).  Responsible for Human Resource, Facility and Operational support functions.

 

 

 

 

 

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Company Phone Directory 

800.455.6058 toll free
949.209.1869 eFax
714.960.4649 Office Direct



Michael F. Shorey Jr
Founder & Chief Executive Officer
 


Michael@glmiinc.com