Tracy Mousner Joins Pacific Oak Capital Markets as Senior VP for Southern California
Pacific Oak Capital Markets, LLC, known for its role as an alternative investment distributor, has recently announced a significant appointment. Tracy Mousner, a seasoned professional with extensive experience in the financial services sector, will be stepping into the role of Senior Regional Vice President for the Southern California region. This strategic move underscores Pacific Oak's commitment to strengthening its relationships with financial intermediaries across key markets including Southern California, Southern Nevada, and even Hawaii.
Jeff Kremin, the President and Managing Director of Distribution at Pacific Oak Capital Markets, expressed his enthusiasm about the new addition to the team. He stated, "Pacific Oak is excited to welcome Tracy to our team of industry professionals." He emphasized that Mousner's proven proficiency in forging and sustaining solid connections within the financial community makes him a valuable resource as the company looks to expand its sales and distribution avenues.
Mousner's credentials are impressive, boasting over 20 years of experience in the financial services industry. He possesses expertise in a diverse range of alternative investment sectors including Real Estate Investment Trusts (REITs), private equity transactions, infrastructure investments, Business Development Companies (BDCs), credit, Delaware Statutory Trusts (DSTs), and qualified opportunity zones. Prior to joining Pacific Oak, Mousner served as a Regional Sales Director at NexPoint Securities, focusing on capital raising initiatives within the Four Corners territory. His professional journey also included prominent positions at Peachtree Hotel Group and Ridgewood Energy, where he honed his skills and industry knowledge.
Mousner's qualifications are further enhanced by his possession of several FINRA licenses, including SIE, Series 7, Series 63, Series 62, and Series 22. This makes him well-equipped to navigate the complex landscape of financial services and alternative investments, thereby enriching Pacific Oak's capabilities.
Pacific Oak Capital Markets positions itself as a wholesaler and managing broker-dealer, focusing on alternative investment offerings. The firm prides itself on effectively matching capital opportunities with client needs, ensuring that financial professionals have access to a diversified product suite designed to achieve compelling risk-adjusted returns. Their investment strategy includes a vast array of alternative investments, particularly those related to real estate, qualified opportunity funds, DSTs, and other private offerings. Notably, their investment professionals are actively involved in offering Strategic Storage Trust VI, Inc., which is a public non-traded REIT sponsored by SmartStop REIT Advisors, a subsidiary of SmartStop Self Storage REIT.
Mousner's appointment is not just a hiring; it represents a critical step for Pacific Oak Capital Markets as it seeks to expand its influence and reach in the alternative investments market. With someone of Mousner's caliber in a key leadership role, the firm is poised for significant growth, allowing them to cater effectively to the needs of financial advisors and registered investment advisors. By maintaining a strong focus on providing financial solutions, Pacific Oak aims to offer a differentiated product suite that meets the diverse needs of its clientele. As the financial markets evolve, the expertise that Tracy Mousner brings is expected to enhance Pacific Oak's ability to respond to emerging opportunities and challenges within the industry.
Jeff Kremin, the President and Managing Director of Distribution at Pacific Oak Capital Markets, expressed his enthusiasm about the new addition to the team. He stated, "Pacific Oak is excited to welcome Tracy to our team of industry professionals." He emphasized that Mousner's proven proficiency in forging and sustaining solid connections within the financial community makes him a valuable resource as the company looks to expand its sales and distribution avenues.
Mousner's credentials are impressive, boasting over 20 years of experience in the financial services industry. He possesses expertise in a diverse range of alternative investment sectors including Real Estate Investment Trusts (REITs), private equity transactions, infrastructure investments, Business Development Companies (BDCs), credit, Delaware Statutory Trusts (DSTs), and qualified opportunity zones. Prior to joining Pacific Oak, Mousner served as a Regional Sales Director at NexPoint Securities, focusing on capital raising initiatives within the Four Corners territory. His professional journey also included prominent positions at Peachtree Hotel Group and Ridgewood Energy, where he honed his skills and industry knowledge.
Mousner's qualifications are further enhanced by his possession of several FINRA licenses, including SIE, Series 7, Series 63, Series 62, and Series 22. This makes him well-equipped to navigate the complex landscape of financial services and alternative investments, thereby enriching Pacific Oak's capabilities.
Pacific Oak Capital Markets positions itself as a wholesaler and managing broker-dealer, focusing on alternative investment offerings. The firm prides itself on effectively matching capital opportunities with client needs, ensuring that financial professionals have access to a diversified product suite designed to achieve compelling risk-adjusted returns. Their investment strategy includes a vast array of alternative investments, particularly those related to real estate, qualified opportunity funds, DSTs, and other private offerings. Notably, their investment professionals are actively involved in offering Strategic Storage Trust VI, Inc., which is a public non-traded REIT sponsored by SmartStop REIT Advisors, a subsidiary of SmartStop Self Storage REIT.
Mousner's appointment is not just a hiring; it represents a critical step for Pacific Oak Capital Markets as it seeks to expand its influence and reach in the alternative investments market. With someone of Mousner's caliber in a key leadership role, the firm is poised for significant growth, allowing them to cater effectively to the needs of financial advisors and registered investment advisors. By maintaining a strong focus on providing financial solutions, Pacific Oak aims to offer a differentiated product suite that meets the diverse needs of its clientele. As the financial markets evolve, the expertise that Tracy Mousner brings is expected to enhance Pacific Oak's ability to respond to emerging opportunities and challenges within the industry.
Topics Financial Services & Investing）
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