Jonathan Morales is the managing director at Greystone. A CPA by training, he looks beyond the numbers to find creative financing solutions that enable his clients to provide quality affordable housing to their residents. Since joining Greystone 12 years ago, Morales has managed almost $1 billion in originations. Morales’s success lies in being a trusted business partner and innovator for his clients — not solely a lender — he’s his clients’ go-to guy for navigating day-to-day operational challenges and larger business issues in affordable housing and beyond.
Morales’s passion for getting to the heart of the matter for clients exemplifies Greystone’s “people matter” philosophy. Morales’s leadership style is to mentor by example so that his team has the same curiosity and care about their clients as he does. He is an expert in the nuances of all product types and tax credits available for the affordable market. Morales is currently developing new product offerings that are designed to help Section 8 property owners in the current rising costs market environment. He also looks outside of traditional financing options to help his clients realize extra operating expense savings and future income potential.