Capital Solutions
Our Team
Elite Lending Support, Tailored for Advisors
Built for You. Powered by Experts. Focused on Results.
Lending can be complex, but with the Osaic CapitalHub Solutions Team + Partners by your side, it doesn’t have to be.
Whether you’re navigating a nuanced client opportunity or looking to expand your advisory offerings, our dedicated team of lending and capital markets specialists delivers white-glove service every step of the way.
We are more than just a resource. We are your strategic execution team, blending deep market insight with a high-touch service model designed to make you look exceptional — and help your clients achieve their goals with clarity and confidence.
Explore Lending
Solutions for Clients
How It Works:
A Seamless, Advisor-Centered Process
We’ve designed a streamlined path that keeps you in control while we do the heavy lifting.
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Opportunity Intake
You identify a lending opportunity. We help shape it. Submit basic details and we’ll take it from there.
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EXCEPTIONAL ACCESS
Nationwide network of over 1,400 institutions available on-demand to review each client opportunity
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DIVERSE OPTIONS
Lending solutions across multiple asset class and loan types ensures that almost any client credit need can be supported
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ANONYMOUS
All requests are posted anonymously - clients can submit an inquiry and review interest prior to sharing information
How It Works:
A Seamless, Advisor-Centered Process
We’ve designed a streamlined path that keeps you in control while we do the heavy lifting.
You remain the trusted relationship lead - we simply support and elevate the relationship
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Opportunity Intake
You identify a lending opportunity. We help shape it. Submit basic details and we’ll take it from there.
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Preliminary Review + Structuring
The Capital Solutions Team evaluates the opportunity, outlines strategies, and aligns with lender expectations.
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Lender Engagement
We tap into a vetted network of lenders to source the right match - saving you and your client time and avoiding dead ends.
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Execution + Client Support
Our partners jump in with us to work your client, guiding on structure, managing connections, and communicating with care.
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Guidance Through Close
We stay engaged through closing, proactively addressing hurdles, answering questions, and ensuring a smooth experience.
Meet the Osaic CapitalHub
Capital Solutions Team
We don’t just connect dots - we guide the journey.
A dedicated in-house team of lending professionals and capital markets experts exclusively focused on supporting Osaic Advisors and your clients. Each team member brings years of industry experience, deep lender relationships, and a passion for unlocking the right solutions.
Lorena Olivas
Manager, Growth Initiatives
Lorena joined Osaic in 2019. In her current role, Lorena identifies opportunities to facilitate access to capital for advisors and their clients. Most recently, she managed the development of Osaic’s working capital line of credit, Capital Credit Line, expanding the solutions available for Osaic advisors to grow enterprise value. Lorena also led the launch of Osaic’s digital lending marketplace, CapitalHub, strengthening advisors’ ability to provide holistic wealth management for their clients. In addition to developing new products, she works consultatively with advisors on the most effective ways to finance organic and inorganic growth.
Career Summary
Lorena has extensive experience in corporate finance including FP&A and M&A. In her previous roles at Osaic, Lorena supported the annual planning process and the successful delivery of the Ladenburg Thalmann integration.
Educational Background
Lorena holds a bachelor’s degree in economics from Arizona State University and an Executive MBA from the University of Arizona. Lorena has successfully completed the SIE and Series 6 exams.
Delaney Metcalf
SVP, Capital Solutions
Delaney has completed numerous corporate M&A deals to help grow the scale of the Osaic network. He’s worked in a variety of Business Development roles at Osaic, including Recruiting, Lending, and Corporate Development. In his current capacity, he works closely with internal and external parties to create debt and equity structures that support growth initiatives for Osaic’s financial professionals and their clients.
Career Summary
Delaney entered the financial services industry in 2012. He started his career at US Bank in a variety of business units, including Capital Markets, Mortgage Originations and Servicing. Prior to his current role, he was the Director of Corporate Development at Osaic.
Educational Background
Delaney holds a bachelor’s degree in finance from the University of St. Thomas – Opus School of Business and a Master’s in Business Administration from the University of Minnesota – Carlson School of Management. He completed an Executive Development Program at Northwestern University – Kellogg School of Management.
Lorena Olivas
Manager, Growth Initiatives
Lorena joined Osaic in 2019. In her current role, Lorena identifies opportunities to facilitate access to capital for advisors and their clients. Most recently, she managed the development of Osaic’s working capital line of credit, Capital Credit Line, expanding the solutions available for Osaic advisors to grow enterprise value. Lorena also led the launch of Osaic’s digital lending marketplace, CapitalHub, strengthening advisors’ ability to provide holistic wealth management for their clients. In addition to developing new products, she works consultatively with advisors on the most effective ways to finance organic and inorganic growth.
Career Summary
Lorena has extensive experience in corporate finance including FP&A and M&A. In her previous roles at Osaic, Lorena supported the annual planning process and the successful delivery of the Ladenburg Thalmann integration
Educational Background
Lorena holds a bachelor’s degree in economics from Arizona State University and an Executive MBA from the University of Arizona. Lorena has successfully completed the SIE and Series 6 exams.
Delaney Metcalf
SVP, Capital Solutions
Delaney has completed numerous corporate M&A deals to help grow the scale of the Osaic network. He’s worked in a variety of Business Development roles at Osaic, including Recruiting, Lending, and Corporate Development. In his current capacity, he works closely with internal and external parties to create debt and equity structures that support growth initiatives for Osaic’s financial professionals and their clients.
Career Summary
Delaney entered the financial services industry in 2012. He started his career at US Bank in a variety of business units, including Capital Markets, Mortgage Originations and Servicing. Prior to his current role, he was the Director of Corporate Development at Osaic.
Educational Background
Delaney holds a bachelor’s degree in finance from the University of St. Thomas – Opus School of Business and a Master’s in Business Administration from the University of Minnesota – Carlson School of Management. He completed an Executive Development Program at Northwestern University – Kellogg School of Management.
> CapitalHub's Service Partners | Your Enhanced Lending Execution Wing
In partnership with Community Capital Lending Support, our extended team brings hands-on expertise in client coordination, deal structuring documentation, and lender interface. They are the technology and transactions engine behind the scenes, powering the Osaic CapitalHub Marketplace and client experience - making sure no deadline is missed, no detail overlooked, and your client feels taken care of throughout.
Our Osaic and CCT Teams collaborate together closely across the lifecycle of every opportunity, working together to deliver a consistent, high-touch experience.
Visit the CapitalHub Advisor Education Page
Discover how CapitalHub can help you expand your advisory toolkit and strengthen client relationships. The Advisor Education page is your hub for case studies, how-to guides, and resources designed to make offering lending solutions simple and impactful. Learn from real-world success stories, explore practical tips, and access tools to confidently bring lending into your client conversations.