• Building & leading a market neutral, multi-strategy, multi-manager hedge fund platform headquartered in Texas, focusing on generating uncorrelated returns.• Prioritizing capital preservation through disciplined and stringent risk management strategies, designed to protect investor capital while aiming for steady, long-term growth.• Leveraging Private Placement Life Insurance (PPLI) through strategic partnerships with leading insurance companies to offer tax-free growth &… Show more • Building & leading a market neutral, multi-strategy, multi-manager hedge fund platform headquartered in Texas, focusing on generating uncorrelated returns.• Prioritizing capital preservation through disciplined and stringent risk management strategies, designed to protect investor capital while aiming for steady, long-term growth.• Leveraging Private Placement Life Insurance (PPLI) through strategic partnerships with leading insurance companies to offer tax-free growth & tax-free withdrawals, while maintaining the same liquidity in the fund terms, further enhancing long-term financial benefits for investors.• Actively driving capital raising initiatives with strong commitments anticipated in 2025 and beyond.• Structured as a master-feeder fund to efficiently accommodate both domestic & international investors, providing a streamlined framework for capital inflows. Show less

• Spearheaded the launch of Finial Group’s San Antonio brokerage office, with a primary focus on deploying Industrial Aggregation Fund IV & V, driving the firm’s expansion into new markets.• Led brokerage services in San Antonio, specializing in investment acquisitions, sales, and tenant/end-user representation across the industrial sector.• Proactively built and nurtured new business relationships, advising clients on cost-effective solutions tailored to their specific… Show more • Spearheaded the launch of Finial Group’s San Antonio brokerage office, with a primary focus on deploying Industrial Aggregation Fund IV & V, driving the firm’s expansion into new markets.• Led brokerage services in San Antonio, specializing in investment acquisitions, sales, and tenant/end-user representation across the industrial sector.• Proactively built and nurtured new business relationships, advising clients on cost-effective solutions tailored to their specific needs.• Delivered comprehensive services, including lease analysis, financial modeling, in-depth market research, negotiations, and strategic, value-driven recommendations, enhancing decision-making and maximizing client outcomes. Show less

• Conducted in-depth property valuations, appraisals, and market analyses as part of CBRE’s Right-of-Way acquisitions team, providing expert insights for large-scale infrastructure and commercial projects.• Worked with key clients, including Oil & Gas corporations, the Texas Department of Transportation, and utility companies, delivering tailored valuation reports that supported strategic decision-making.• Applied diverse appraisal methods and financial analysis to assess… Show more • Conducted in-depth property valuations, appraisals, and market analyses as part of CBRE’s Right-of-Way acquisitions team, providing expert insights for large-scale infrastructure and commercial projects.• Worked with key clients, including Oil & Gas corporations, the Texas Department of Transportation, and utility companies, delivering tailored valuation reports that supported strategic decision-making.• Applied diverse appraisal methods and financial analysis to assess property value, ensuring accuracy and adherence to industry standards.• Leveraged proprietary tools such as CBRE databases, CoStar, and advanced software programs to perform market research and identify emerging trends, enhancing data-driven recommendations for clients. Show less