Over $1,000,000,000 in Tax Credit Equity Transactions closed and under contract
Our Team
President of Dorfman Capital
Bob Dorfman, President of Dorfman Capital, has a distinguished track record in structuring and closing innovative financing transactions. As both an agent and principal, Bob has completed approximately $1 billion in financing for corporations and real estate developers. He has committed himself to transforming communities to become economically and environmentally healthy by supporting developers in building and redeveloping sustainable real estate.
Prior to forming Dorfman Capital, Bob worked as managing director of investment banking at Advest, Inc., a regional investment banking and brokerage firm; president of Dorfman Securities, Inc., an NASD broker dealer member; and managing partner of venture capital firm Crescent Capital Company, LLC.
Bob earned his BA at Tufts University and an MBA at Boston University.
508-930-8900
Senior Vice President of Dorfman Capital
Miriam Merari, Senior Vice President of Dorfman Capital, is responsible for identifying investors’ needs and working with developers to fulfill their capital stack requirements. With a diverse business background raising capital for financial products, Miriam has also been a serial entrepreneur and business consultant. She is committed to win/win transactions. Miriam attended Bentley University for Accounting and Finance and has lived and worked around the
world.
508-737-6689
Vice President for Dorfman Capital
Josh Kasten, Vice President of Dorfman Capital, is responsible for working with our investment and development partners to identify, structure and close transactions. With a background in real estate development and investment, Josh has overseen projects exceeding $200 Million in total development costs. He is a Massachusetts native and committed to supporting the business and real estate communities in the cities and states Dorfman Capital works in. Josh earned his BA from Oberlin College and MBA from University of California, Berkeley.
617-548-5406
Project Manager for Dorfman Capital
David Khalif began as a Project Manager for Dorfman Capital in 2023. Prior to joining Dorfman Capital, David was co-founder and head of operations for a cryptocurrency start-up firm. His background includes completing a two-year financial rotation program as a financial analyst for Microsoft.
David is committed to supporting Dorfman Capital by providing high quality service to developers and investors seeking tax credit equity and increasing efficiency of the company's systems infrastructure.
David graduated from the University of Kansas with honors, earning a BS in Finance and Business Analytics, and delivered the commencement speech at his college.
617-870-4289
https://www.linkedin.com/in/davidkhalif/
Harold R. Davis (Hal)
As an attorney, Hal has acted as bond counsel for several hundred tax-exempt bond issues and
established local development companies in several states. He has participated in over two hundred
Small Business Administration (SBA) loan transactions. In recognition of his services to small business, he
received the Small Business Administration’s Community Development Award for New England.
Mr. Davis is Of Counsel to the Boston law firm of Davis, Malm & D’Agostine, P.C. Acting on behalf of New
England Economic Development (NEED), Hal currently represents Massachusetts’ communities, businesses and
developers in projects utilizing the Massachusetts Economic Development Incentive Program.
Hal is a graduate of Bowdoin College and the Georgetown University Law Center and has been approved
as a Certified Economic Developer by the American Economic Development Council.