Meet the Team
Bethesda, MD · Atlanta, GA · Chicago, IL · Louisville, KY
Seasoned Investment
and Tax Advisory
Professionals
Meridian Investments offers a best-in-class selection of tax-advantaged investment opportunities for your business.
Learn More About Our Executive Management Team
The executive management team at Meridian Investments includes seasoned investment and tax advisory professionals from a wide variety of disciplines, including investment banking, insurance, consulting, public accounting and law. Contact us today to schedule an appointment.
Co-Founder, Chairman and
Chief Executive Officer
of the Meridian Companies
John Boc is a graduate of Boston College (BA, 1968), Boston College Law School (JD, 1974), and Boston University Law School, Graduate Tax Program (LLM Taxation, 1975). He was admitted as a member of the Massachusetts Bar in 1974 and the Massachusetts Society of Certified Public Accountants in 1980.
Prior to founding Meridian Investments, he served as a tax specialist with the international accounting firm of Ernst & Whinney and as a Regional Vice President of a national securities firm. Mr. Boc leads the strategy and tax product structuring of Meridian Investments and is widely recognized as an authority on corporate affordable housing tax credits, alternative energy programs and 1031 exchange real estate. Additionally, he currently serves on the board of trustees of Boston College Law School.
Jack Casey is a 1971 graduate of Boston State College (University of Massachusetts). Mr. Casey is responsible for business development and new products, and he directs Meridian Investments' government relations and industry trade associations' activities.
Prior to the formation of Meridian Investments, Mr. Casey was involved in the structuring, administration and marketing of limited partnership interests in government housing and energy programs. He is a Director of the Affordable Housing Tax Credit Coalition and a Chairman Emeritus of the Board of the Make-A-Wish Foundation of the Mid-Atlantic region (Delaware, Maryland, District of Columbia and Virginia).
Mr. Casey manages our Washington, DC office in Bethesda, MD.
Co-Founder, Vice-Chairman,
Chief Operating Officer
of the Meridian Companies
jcasey@meridiancompaniesllc.com
Executive Vice President, Chief Financial Officer, Chief Compliance Officer
of Meridian Investments jmcdonough@meridianinvestments.com
Jack McDonough is a graduate of Boston College (BS, Business Administration and Accounting, 1976, Cum Laude). Prior to joining Meridian Investments, Mr. McDonough worked with a private merchant bank. From 1976 to 1983 he served in the audit area with Ernst & Young (formerly Ernst & Whinney).
Mr. McDonough provides strategic objectives and guidance for the financial reporting and compliance group of Meridian Investments, ensuring that all current implementation coincides with the company’s long-range strategic plan. Additionally, he represents the company when interacting with the NASD and SEC on regulatory matters.
Jerry McDermott is a graduate of Boston College (BA Economics, 1991). Mr. McDermott is responsible for leading our tax credit equity fundraising efforts as well as new business development opportunities.
Prior to joining Meridian Investments, he was a broker for a national brokerage institution. Mr. McDermott is a Series 7 and 63 licensed broker and based in our Washington, DC office.
President of Meridian Investments
jmcdermott@meridianinvestments.com
Co-Founder, Director of Acquisitions,
Meridian Realty Investments
Terri Allen is a graduate of Eastern Kentucky University (BBA, 1980) and Bellarmine College in Louisville, KY (MBA, 1986). Prior to co-founding MRI, Ms. Allen spent 14 years as a regional director of commercial real estate investments with Providian Corporation's Real Estate Group (now AEGON USA Realty Advisors).
While at Providian, she underwrote over $1 billion of permanent mortgage loans. With Meridian Realty Investments, Ms. Allen has acquired over $500 million of institutional quality real estate assets and completed approximately $750 million of other real estate transactions. Ms. Allen is also a Chartered Financial Analyst and a member of the Association for Investment Management and Research, as well as a member of the Louisville Society of Financial Analysts. She has over 30 years of experience in the real estate industry.
Meridian Investments, Inc. Member FINRA & SIPC.
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