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,...
Nov 25, 2024
Christopher Larsen is the founder and Principal of Next-Level Income, leveraging over 18 years in the medical device industry to help others achieve financial independence through education and investment opportunities. With 20+ years of experience in real estate, he...
Nov 21, 2024
Neal Bawa, CEO/Founder of UGro and Grocapitus, leverages cutting-edge real estate analytics to acquire or construct large commercial properties across the U.S. for 900+ investors. With a portfolio of 4,800+ units valued at over $1 billion, Neal champions data-driven...
Nov 17, 2024
Thomas Castelli, an entrepreneurial spirit with a passion for business. Armed with a Bachelor’s in Business Management and Accounting, they ventured into real estate investing, transitioning from passive to active involvement. Now a Tax Strategist at Hall CPA,...
Deferred Sales Trust Company > Strategic Alliance > Page 36
