William Lochary

About William Lochary

For more than 17 years, I have worked independently in private capital markets, commercial lending, and strategic investment—helping businesses, founders, and private clients secure reliable access to funding, investors, and strategic financial opportunities.I currently operate in two active capacities: Capital Advisor & Loan Brokerage Specialist (2015–Present)I assist companies in obtaining funding outside traditional banking limitations. This includes commercial business loans, private lending, project financing, asset-backed structures, construction finance, and expansion capital. My focus is on designing tailored funding solutions backed by strong due diligence, transparent terms, and long-term financial strategy. Senior Private Investment Broker (2008–Present)I connect private investors, high-net-worth individuals, and family offices with vetted investment opportunities across real estate, technology, logistics, energy, manufacturing, and emerging digital asset markets. My role bridges capital providers and project owners, ensuring structure, transparency, and long-term value for both sides.My earlier background includes 25+ years of corporate financial experience in partner-level roles within tax, audit, and financial oversight. This foundation enables me to evaluate deals thoroughly, manage risk effectively, and guide clients through complex transactions with confidence.Core Competencies:• Commercial Lending & Alternative Financing• Capital Advisory & Loan Structuring• Private Capital Brokerage & Deal Sourcing• Asset-Backed & Project Finance• Construction & Real Estate Funding• Investor–Project Relationship Management• OTC Access & Private Placement Structuring• Due Diligence & Risk Analysis• Corporate Tax & Financial Strategy• Cross-Border Capital FacilitationMy mission is simple: deliver transparent, strategic, and reliable capital solutions that help clients grow and succeed.If you’re seeking funding, raising capital, or looking to access vetted private investment opportunities, I’m open to connecting.

Experience

1. Financial Advisor

   Secure Wave Finance

   Jan 2008 — Present

   As a Private Investment Broker, I connect private investors and family offices with qualified, high-value opportunities.Specializations: • Private placements & direct investment sourcing • Early-stage deals & venture opportunities • OTC transactions for digital asset projects • Cross-border investment structuring • Investor relations & capital introductions • Detailed due diligence & project verification • Capital raise strategy for founders and CEOsKey Contributions: • Facilitated investment allocations between $500K – $40M+ • Built and managed a multi-market investor network • Secured capital for high-growth businesses and private projects • Supported international deal flow across emerging markets

Education

• University of California, Berkeley

  Bachelor's Degree, Accounting and Finance

  2000