Drew Jackson
Capital Square, a sponsor of tax-advantaged actual estate investments and a developer and manager of housing communities, introduced the advertising of Drew Jackson to main distribution officer. In his new position, Jackson will oversee the distribution of Money Square’s investment decision choices and will lead the firm’s coaching and education initiative.
“Drew’s intensive encounter on the adviser side and the speedy and sizeable constructive effects he has had on Funds Sq. will make him an priceless addition to our govt crew. His management will enhance our ability to provide traders and advisers with excellence,” remarked Louis Rogers, founder and co-chief executive officer of Funds Sq.. “We are developing a little something better than ourselves at Cash Square we are developing a true estate investment decision system that emphasizes training and education for traders and advisers. Drew is the best government to guide distribution with an emphasis on education and training.”
Jackson, who has extra than 25 several years of working experience in the financial products and services business, joined Capital Square before this calendar year as senior taking care of director, private wealth options. Beforehand, he served as main govt officer of Concorde Holdings, a major broker-vendor, registered investment adviser, and coverage company.
“While I am a fairly new arrival, I enjoyed a lengthy relationship with Cash Sq. all through my tenure with Concorde Holdings, where by I witnessed firsthand the remarkable level of treatment and professionalism the organization provides buyers and advisers,” reported Jackson.
“As a member of the executive team, top distribution as effectively as coaching and training is a pure healthy for me. I know the useful impact tax-advantaged investments deliver to buyers. I couldn’t be much more delighted than to commit my skilled energies to help increase access together with schooling, training, and tools to support buyers and advisers,” Jackson included.
Through his tenure with Concorde, Jackson led the alternative investment decision-professional organization to the best success in company background, continually driving favourable outcomes and advocating for evolving fiscal providers to client-centered merchandise and plans. He has been a highly regarded chief in the wealth management marketplace for many years, directing programs, supporting wealth advisers and clients, and adopting options for tax problems through substitute investments. He was a important driver in the advancement of one of the industry’s 1st open up-architecture unified administration account platforms, as properly as in the change from a transaction-based to a rate-primarily based advisory design of business. Previously in his career, Jackson directed the wealth strategies group of Scott & Stringfellow and BB&T Securities (now Truist Money), in which he led people firm’s client-focused wealth management plans.
A graduate of Radford College with a Bachelor of Business enterprise Administration, Jackson retains numerous FINRA licenses, such as collection 7, 9, 10, 24, 63, and 65. He is a certified financial investment administration analyst and an accredited asset administration professional. In 2023, Jackson was a finalist for WealthManagement.com’s “CEO of the 12 months.”
Capital Sq. is a authentic estate business specializing in tax-advantaged actual estate investments, including DSTs for Area 1031 exchanges and skilled option zone money for tax deferral and exclusion. In recent decades the company has turn into an lively developer of blended-use, multifamily houses in the southeastern United States, with eight existing tasks totaling somewhere around 2,000 apartment units with a overall improvement cost far more than $590 million. Since 2012, Money Square has finished far more than $7.8 billion in transaction quantity.
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The put up Money Sq. Faucets Previous Concorde CEO to Head Distribution appeared 1st on The DI Wire.