Biography
As the President and CEO of Sortis Holdings, I help determine our strategic initiatives as well as oversee the administration of our holding company. I personally manage and administer our private placement funds line of business. With more than 20 years of experience in finance and compliance, I provide a thoughtful and practical perspective on all fiscal matters. My financial expertise is complemented by an appreciation for the entrepreneurial mindset and a demonstrated ability in creative problem solving, resulting in a well-balanced approach to pursuing growth opportunities at Sortis.
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Sortis Holdings
We have an uncanny ability to read the markets, anticipate emerging and enduring trends, and direct our investments to unique projects positioned to generate excellent risk-adjusted yields. Our track record reflects our expertise across a broad range of asset classes — office, retail, multi-family, hospitality, assisted living — and our ability to bridge economic cycles while mitigating risk.