About Us

Who We Are

True business is not faceless names. We are ordinary people who have a passion and a skill set that allows your business to respond to opportunity.

Underwriter Associates with experience

Over a combined 134 years of commercial loan underwriting experience for the associate team.

Ran and operated several SBA divisions in small, medium, and large-sized banks and credit unions.

1,000’s of commercial lending loans including SBA 504 and SBA 7 (a) loans (averaging over two decades experience per associate).

Meet our team

Every member of Morrissey Metcalfe and Associates brings not just skills, but also wisdom which is what allows us to quickly capitalize on the opportunities or challenges you face in todays rapidly changing financial environment.

We have offices in Massachusetts, New York, Alabama, Tennessee, Florida, and Virginia.

len@morrisseymetcalfe.com
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Len Morrissey

Managing Partner Len Morrissey brings a diverse background. Len provides leadership experience with a practical hands-on approach. Read more...

tony@morrisseymetcalfe.com
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Anthony C. Metcalfe

Previously a family physician, Tony’s family tells him he is entirely over-educated. He has 2 bachelor’s degrees and a medical degree form Memorial University of Newfoundland. Read more...

brett@morrisseymetcalfe.com
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Brett Bigenho

Cutting his teeth in the throes of the 2008 financial crisis, shortly after his career began, Brett was forced to learn the ins and outs of banking in a way not many people get to experience. Read more...

jason@morrisseymetcalfe.com
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Jason Belous

Assistant Vice President of Sales and Marketing Operations, Jason Belous brings a diversified background. A local here in Buffalo, NY he studied Economics and Finance at Buffalo State College. Read more...

melissa@morrisseymetcalfe.com
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Melissa Perez

Born and raised in Western Massachusetts, Melissa attended a local community college where she earned her Associates degree in Accounting. From there, she attended Western New England University, graduating in 2005 with her Bachelor’s degree in Accounting. Read more...

sam@morrisseymetcalfe.com
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Sam Edwards

He began on the teller line while working during his summer and winter breaks away from college. Once graduating with his degree in Finance, he transitioned into a management-trainee role, where he learned the ins and outs of the different departments throughout the bank. Read more...

Our Core Values

INTEGRITY

We are always honest and we try and do the right thing, even when no one is looking.

QUALITY

We pride ourselves in being the best in the business and use the collective team as our super power.

AMAZING CUSTOMERS

We love our customers and they are an extrension of our team. We love working with and for them and we achieve more together.

SENSE OF URGENCY

We have a heightened sense and speed to help our customers and our team.

TEAMWORK

We achieve through our respect and honest relationships.

ENJOY THE JOURNEY

Life is fast, and difficult but highly rewarding. We look at the positive side and strive to make everyone’s life better.

Business help you can depend on.

Business help you can trust.

TESTIMONIALS

Recent Projects

Retail - SBA 504

$5,500,000 Revenue
New York, US
New Commercial
Building Purchase
$1,200,000 Purchase Price

MashIt
Technology - General Consulting

General Consulting
$1,500,000 Revenue
Great Britain, UK
Venture Capital Business Analytics

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Food Services - SBA 504

$650,000 Revenue
Massachusetts, US
New Commercial
Building Purchase
$1,900,000 Loan RequestWrite your caption here

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Franchise - SBA 504

$2,200,000 Revenue
Connecticut, US
New Commercial
Building Purchase
$1,500,000 Loan Request

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Services Industry - General Consulting

$1,000,000 Revenue
New York, US
+30% Growth in first year

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Day Care - SBA 504

Start-Up
New Hampshire, US
New Commercial
Building Purchase
$1,300,000 Purchase Price

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Industrial - SBA 504

$900,000 Revenue
Connecticut US
Building Purchase
$1,400,000 Purchase Price

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Medical Clinic - SBA 504

New Connecticut, US
Purchase of existing
$10,300,000 Purchase Price

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Real Estate Investment - Underwriting, Negotiation, Closing

Massachusetts, US
Purchase of existing
Real Estate
$6,700,000 Purchase Price

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Have A Quick Question?

Contact Us

Mission Statement

At Morrissey Metcalfe and Associates, we specialize in providing expert underwriting and servicing solutions to lending companies, while also empowering their small-to-medium business clients to achieve financial success. We also work closely with small-to-medium businesses to help them reach their full potential and become the best versions of themselves. We strive to be a trusted partner for both lending companies and business clients.