Dec 19, 2024
Mark Kappelman, a seasoned professional with sixteen years of accounting, operations, and real estate expertise. Based in Chicago, Mark’s journey includes senior roles in venture-backed technology companies and extensive experience in public accounting with PwC...
Dec 15, 2024
Jeremy Hill is a distinguished figure in private debt, renowned for his expertise since founding JB Capital in 2003. As a leader, he’s transformed the company into a key player in capital placement and advisory services within the US and Canadian lower middle...
Dec 11, 2024
Nick Stageberg is a tech veteran turned real estate mogul. With 15+ years in software and a knack for spotting opportunities, Nick built a multi-million dollar portfolio from scratch. As a licensed agent, he merges tech savvy with real estate expertise, advocating for...
Dec 7, 2024
James Nelson is the Principal and Head of Avison Young’s Tri-State Investment Sales group, leading a team of three dozen professionals in selling multi-family, office, development, and retail properties. With over $2.5 billion in sales since 2018, James has been...
Dec 3, 2024
Phil Weiss, founder of Apprise Wealth Management, boasting 30+ years in finance. A CFA, CPA, and RLP®, Phil prioritizes long-term value in investment. His RIA firm focuses on empowering women through tailored financial services. Based in Maryland, Phil enjoys family...
Nov 29, 2024
Tony Saliba, a pioneering figure in financial markets for over three decades. Founder of LiquidPoint in 1999, which later became a part of Bank of New York ConvergEX, Tony has consistently driven innovation. His latest venture, Matrix Executions, established in 2018,...
Deferred Sales Trust Company > Strategic Alliance > Page 33
