Benjamin Carmona

Benjamin Carmona Email and Phone Number

Managing Partner at Perch Wealth @ Perch Wealth
Benjamin Carmona's Location
Orange County, California, United States, United States
Benjamin Carmona's Contact Details

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About Benjamin Carmona

With more than 20 years of applied experience, Ben is an expert in 1031 exchanges, Delaware Statutory Trusts, real estate investments, structures, and strategies.During his tenure at some of the most prominent, industry-leading investment management firms, including Cantor Fitzgerald, NexPoint Advisors, and Capital Square Advisors, Ben was involved in acquisitions, finance, due diligence, underwriting, product structuring/syndication, and sales management. Through this experience, he has developed a comprehensive understanding of alternative investments and the financial services industry with deep knowledge and expertise in structured 1031 products – tenancy-in-common (TIC), Delaware statutory trusts (DSTs), non-listed real estate investment trusts (REITs), non-listed business development companies (BDCs), private equity and debt funds, interval funds, and other private placement syndications.Ben’s various executive roles and work within the financial services industry have helped hone his business instincts and acumen. His career has led him to become uniquely qualified to provide guidance on how products are structured and operated. His insight – along with his ability to uncover key variables that play a significant part in the probability of success for a particular investment – is critical to meeting his clients’ financial goals.Ben holds a Bachelor of Arts (BA) degree in finance, real estate, from San Diego State University, as well as Financial Industry Regulatory Authority (FINRA) series 7, 24, and 63 licenses.Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services offered through Arkadios Wealth. Perch Financial and Arkadios are not affiliated through any ownership.

Benjamin Carmona's Current Company Details
Perch Wealth

Perch Wealth

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Managing Partner at Perch Wealth
Benjamin Carmona Work Experience Details
  • Perch Wealth
    Managing Partner
    Perch Wealth Sep 2020 - Present
  • Capital Square 1031
    Evp, Distribution & Product Strategy
    Capital Square 1031 Jan 2020 - Sep 2020
  • Nexpoint Securities, Inc.
    Regional Sales Director, Southern Ca
    Nexpoint Securities, Inc. Nov 2018 - Jan 2020
    United States
  • Cantor Fitzgerald
    Senior Vice President, 1031 Exchange Specialist
    Cantor Fitzgerald Jan 2016 - Nov 2018
    Irvine, California
    Cantor Capital is an open-architecture wholesale distribution platform that distributes a range of real estate and alternative investment programs. Ben oversees the Irvine sales desk and acts as a liaison for operations, marketing, and compliance.Founded in 1945, Cantor Fitzgerald is a global, middle-market focused financial services firm engaged in a broad array of businesses with a significant commitment to real estate. For over 70 years, Cantor has consistently fueled the growth of new ideas, pioneered new markets and provided superior service to investors. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct advantage to focus on long-term value creation, while aligning our interests with investors.
  • Realty Capital Securities
    Vp Sales
    Realty Capital Securities Aug 2010 - Dec 2015
    Irvine, California
    Registered associate of an open architecture wholesale distribution platform for public and private real estate investment programs and other alternative investments.
  • Grubb & Ellis
    Sales Associate
    Grubb & Ellis Mar 2006 - Jul 2010
    Orange County, California Area

Benjamin Carmona Skills

Sales Series 7 Investments Alternative Investments Series 63 Series 24 Wealth Management Finance Portfolio Management Securities Asset Management 1031 Exchanges Financial Planning Financial Services Retirement Planning

Benjamin Carmona Education Details

Frequently Asked Questions about Benjamin Carmona

What company does Benjamin Carmona work for?

Benjamin Carmona works for Perch Wealth

What is Benjamin Carmona's role at the current company?

Benjamin Carmona's current role is Managing Partner at Perch Wealth.

What is Benjamin Carmona's email address?

Benjamin Carmona's email address is bc****@****aol.com

What is Benjamin Carmona's direct phone number?

Benjamin Carmona's direct phone number is (212) 372*****

What schools did Benjamin Carmona attend?

Benjamin Carmona attended San Diego State University-California State University.

What skills is Benjamin Carmona known for?

Benjamin Carmona has skills like Sales, Series 7, Investments, Alternative Investments, Series 63, Series 24, Wealth Management, Finance, Portfolio Management, Securities, Asset Management, 1031 Exchanges.

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