Thomas Belcher Appointed as Senior Vice President at Capital Square for Northwest Sales

Capital Square, a prominent name in tax-advantaged real estate investments, is raising the bar with a key addition to its team. The firm has recently appointed Thomas Belcher as the Senior Regional Vice President for Northwest Sales. With his extensive background in sales and investment, Belcher is set to provide valuable support to broker-dealers, registered representatives, and registered investment advisors across Northern California, Oregon, Washington, and Alaska.

Capital Square’s founder and co-CEO, Louis Rogers, has expressed confidence in Belcher's capabilities. He noted Belcher's previous achievements and hardworking nature, stating, "From playing four years of Division 1 baseball as a walk-on to becoming a top wholesaler, he is a proven winner." This reference to Belcher's athletic background not only highlights his competitive spirit but also underscores his determined work ethic.

Prior to joining Capital Square, Belcher honed his skills at Cantor Fitzgerald Asset Management, where he was responsible for multi-product distribution and cross-channel sales throughout the Pacific Northwest, including regions like Alaska, Idaho, Montana, and Washington. He built a strong rapport with clients and managed multi-faceted projects effectively. His earlier stint as an external wholesaler with Pacer ETFs allowed him to amplify assets under management by a remarkable ten times, showcasing his proficiency in sales and investment management.

Chief Distribution Officer Drew Jackson is enthusiastic about Belcher’s appointment, mentioning that he possesses deep connections in the Northwest and has an impressive track record of driving growth in the area. "Belcher is an outstanding addition to Capital Square’s sales team" Jackson commented, emphasizing the integral role Belcher will play in promoting and expanding the firm’s diverse range of tax-advantaged investment offerings, which include Delaware Statutory Trusts (DSTs), Opportunity Zone funds, development funds, and Capital Square's REIT.

Belcher brings not only experience but also academic credentials—he holds a bachelor’s degree in economics from Indiana University and several important certifications, including FINRA Series 6, 7, and 63 licenses.

As a company, Capital Square stands out for its dedication to providing innovative investment opportunities while maintaining a strong foundation in real estate. Their expertise extends to due diligence, acquisitions, loan sourcing, management, and much more. Capital Square has successfully completed over $7.9 billion in transactions since its establishment in 2012, and with Belcher on board, the firm is poised for further growth in its financial outreach.

Continuing its track record of recognition, Capital Square has been honored by Inc. 5000 as one of the fastest-growing businesses in the country for eight consecutive years. The firm’s commitment to excellence and proactive approach in serving high-net-worth investors and institutional clients remains unwavering.

In summary, Thomas Belcher is not just joining a company but rather becoming a part of a forward-thinking team ready to tackle the challenges of an evolving financial landscape. His appointment is a strategic move for Capital Square as they continue to strengthen their presence and expand their investment offerings across the Northwest territories.

Topics Financial Services & Investing)

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