Chief Financial Officer
Jason Kelley is the Chief Financial Officer of Investor Management Services. He earned his Bachelor’s degree in Accounting and Master’s degree in Accounting from Appalachian State University and is a licensed C.P.A. in the State of North Carolina. Jason joined Gleiberman, Spears, Shepherd, and Menaker in 2000. In 2002, the firm merged into Grant Thornton where Jason was a member of the Real Estate Group and the Banking and Finance Group. During his tenure at Grant Thornton, Jason researched and developed concepts for many issues of first impression with respect to defeasance and successor borrowers in the CMBS context, including accounting methods, internal controls, monthly reconciliations, tax implications of holding government bonds, revenue recognition, tax basis and the transfer of a defeasance portfolio.
In November, 2003, Jason moved in-house with Commercial Defeasance. He co-authored an article on the topic of the deductibility of the defeasance premium that was published in the New England Real Estate Journal.
Jason and his family live in Charlotte, North Carolina. They enjoy spending time with extended family, camping, going to the beach and mountains, and attending Carolina Panthers football and Charlotte Hornets basketball games.