September 23, 2021

Rick Cortez Joins PCMA as VP of Training and Development – Press Release

IRVINE, Calif.–(Business Wire)–PCMA, the pioneer and leading voice in Non-Bank Private Client Lending, announced the hiring of industry veteran Rick Cortez to fill the role of Vice President of Training and Development.

“I am excited to be working with Rick again. His departure from my previous company early on his career allowed him time to develop skillsets and tools that can transform performance and culture at PCMA,” said John Lynch, PCMA’s Founder and CEO. “We continue to add amazing talent to the PCMA roster; Rick’s talents will help fuel PCMA’s continued internal growth and further cement our knowledge and leadership in the Private Client space.”

“The ultimate success of a company starts with a great executive team with unwavering vision. I am excited to begin developing training assets and protocols based on that vision and the DNA of PCMA,” said Rick Cortez, VP of Training and Development. “I am excited to partner with the exceptional talent already in place at PCMA and believe my passion to serve the PCMA team will fuel the continued growth and success of the company both internally and externally.”

Cortez has extensive experience and expertise in the Private Client community space. Prior to joining PCMA, Cortez was a senior trainer at Morgan Stanley Wealth Management working with Financial Advisors that work exclusively with the Private Client community. While at Morgan Stanley Smith Barney, Cortez served as lead trainer in major market branches during the company’s largest system conversion and integration. As a Supervisor at JP Morgan Chase, he managed and trained a staff of 23 Negotiators with 12 direct reports in the loss mitigation unit. Cortez also implemented the mortgage default training materials while at JPMorgan & Chase.

“As the mortgage market continues to grow so do the challenges of finding exceptional talent,” said Aron Rofer, PCMA’s President and In-House Counsel. “We are building an aspirational and future focused company culture at PCMA. I look forward to the positive impact Rick is going to bring to our talent acquisition and culture hack project, using our proprietary ascension methodology.”

About PCMA

PCMA is the leading non-bank private client lending organization serving the needs of their mass affluent and high net worth clientele. PCMA offers qualified individuals and institutions bespoke lending solutions across all major residential asset classes. PCMA is a diversified financial enterprise offering private client solutions through a direct to consumer and distributed retail business model. PCMA strives to build trusting and enduring relationships by putting clients and professional partners at the center of all they do. PCMA is headquartered in Orange County, CA. Additional information is available at

Jason Jepson

Email: [email protected]

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