Monticello Asset Management Appoints F. Donald Kelly as Senior Managing Director

by Jeff Shaw

NEW YORK CITY — Monticello Asset Management LLC, a specialized private real estate and asset-based lender, servicer and manager based in New York, has hired F. Donald Kelly III as senior managing director.

Kelly was senior director of Pacific Western Bank’s Healthcare Finance Group (formerly known as CapitalSource), where he helped originate over $1 billion in loans to seniors housing and long-term care companies across the United States.

Prior to Pacific Western Bank, Kelly served as a managing member of Energy Court Capital, an advisory firm focused on raising capital, structuring debt, mergers & acquisitions and restructurings for seniors housing and long-term care companies. Kelly also worked as executive vice president of Covington Senior Living LLC, where he led financing and other strategic initiatives.

Before joining Covington Senior Living, Kelly was a member of Merrill Lynch Capital’s Healthcare Finance Division from 2004 to 2008, KeyBank’s Healthcare Finance Division from 1996 to 2004 and in KeyCorp’s Commercial Banking Management Program from 1995 to 1996.

Kelly received his bachelor’s degree in finance from Valdosta State University and M.B.A. from Florida Agricultural & Mechanical University. He is also a graduate of KeyCorp’s Commercial Banking Management Program.

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