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    Tag: Investment Strategy

    Robert Pliska: Turning Vision Into Value; With Integrity, Insight, and Impact

    I’m proud to share my updated executive biography, reflecting over 50 years of experience in commercial real estate, finance, and leadership. From serving as a CPA with PwC to leading multimillion-dollar transactions across the globe, my journey has been guided by a simple principle: Just do it!

    Troy Porter: Architect of Possibility; Building the Future One Decision at a Time

    After over 30 years in the industrial and capital project space, I’ve had the opportunity to lead, build, and advise organizations across the globe—from billion-dollar facility investments to nonprofit boardrooms. I’ve captured my professional journey, values, and capabilities in this executive biography to share my story more broadly with peers, collaborators, and future partners. Here is my biography.

    Bert van den Hoek: Shaping the Future of Real Assets through Purpose-Driven Investment

    Thrilled to share a full snapshot of my professional journey and mission. Over the last 30+ years, I’ve had the opportunity to work across multiple continents and disciplines within private markets—ranging from fund management and real estate investment to business development and impact capital. I'm passionate about using my skills to support organizations seeking sustainable, strategic growth. Here is my biography.

    Steven Jones | Chief Executive Officer | Strategic M&A Leader | Wine & Spirits Industry Expert

    Steven Jones is a transformational business leader with over 40 years of experience driving growth and value through strategic acquisitions, capital structuring, and operational excellence. As CEO of Jones Wine Consulting, he has led multimillion-dollar M&A initiatives, raised over $100 million in investment capital, and built a legacy of success across the wine & spirits, real estate, and investment industries. Known for his integrity, strategic vision, and collaborative leadership style, Steven is a trusted advisor to executives, investors, and nonprofit partners alike.

    George Ross

    After years of working in real estate development, asset management, and strategic acquisitions, I’m proud to share my professional biography. It highlights my journey through corporate and entrepreneurial ventures, my passion for sustainable community development, and the incredible people I’ve worked with along the way. Here is my biography.

    John J. Annunziata: Profits with Purpose, Growth with Integrity

    After more than three decades of experience in finance, real estate development, franchise ownership, and community leadership, I’ve taken the time to reflect on my journey and capture it in a detailed executive biography. From building businesses to building relationships, every chapter has shaped who I am as a leader.

    Kirt Boultinghouse | Principal | Private Equity & Real Estate Investment Executive

    With over 25 years of experience in private equity and real estate investment, Kirt Boultinghouse is a trusted leader in capital markets strategy, investor relations, and asset growth. As a principal, advisor, and board member, he brings a proven track record of aligning strategic investment opportunities with long-term value creation—driven by integrity, insight, and a passion for helping companies scale successfully.

    Maria Angelica Paliza | Business Strategies | Financial Perspective

    Maria Angelica Paliza is a seasoned mining industry executive with 14 years of experience specializing in financial optimization, project development, and investment strategy. She has a proven track record in CAPEX/OPEX planning, asset valuation, and data-driven decision-making, helping mining operations enhance profitability and maximize asset value. Currently pursuing a master’s degree in mining industry management at Colorado School of Mines, Maria is committed to bridging engineering, finance, and strategic investment to drive smarter, more efficient mining operations. As a bilingual professional fluent in English and Spanish, she offers a global perspective, with expertise in financial modeling, risk governance, and operational analytics. Passionate about business growth and investment strategies, she is now seeking board and advisory roles where she can contribute her expertise in corporate governance, financial oversight, and strategic planning to help mining organizations thrive.

    Brandon Story: Strategic Capital Markets Leader with Visionary Financial Acumen

    Brandon Story is a highly accomplished financial executive with more than 25 years of leadership in capital markets, investment strategy, and mortgage finance. Known for his strategic foresight and results-driven approach, he has held senior roles at Mr. Cooper and Pacific Union Financial, where he led multi-billion-dollar investment portfolios, developed innovative revenue strategies, and guided organizations through complex market landscapes. With deep expertise in asset management, secondary marketing, and business intelligence, Brandon blends technical rigor with collaborative leadership, making him a trusted advisor and impactful voice in the financial services industry.

    Daniel Edrei

    I'm pleased to share my professional biography, highlighting over 35 years of experience in real estate finance and investment. My journey has been driven by a commitment to innovation, integrity, and community impact.

    Dan Picmann: Results-Driven Executive in Private Equity and Business Transformation

    I'm excited to share my executive biography, which reflects my professional journey in private equity, operations, and business transformation over the past two decades. I've had the privilege of partnering with remarkable teams, leading strategic initiatives, and serving on the boards of innovative companies. As I continue to grow and contribute in this space, I remain passionate about driving value and building enduring enterprises.

    Tanya Singh: Strategic Architect of Innovation, Investment, and AI Governance Across Borders

    Tanya Singh is a globally recognized strategist and innovation leader whose career spans high-impact roles across technology, public policy, and corporate transformation. From scaling billion-dollar startups and leading diplomatic investment strategies to shaping AI regulation and mentoring global changemakers, Tanya combines deep domain expertise with a visionary mindset. Her unique blend of public and private sector experience—ranging from advising Fortune 100 companies and governments to founding national reform initiatives—positions her as a powerful force at the intersection of digital innovation, geopolitics, and conscious leadership.

    Surya Krishnan: Finance and Strategy Leader Driving Corporate Growth and M&A Excellence

    Surya Krishnan is a seasoned finance and strategy executive with over two decades of experience in corporate development, M&A, valuation, and strategic planning. He has led over $25 billion in transactions, managed $150 million in revenue, and advised C-level executives on financial strategy and business growth. With a strong background in corporate finance, venture capital, and financial consulting, Surya has played a key role in high-profile acquisitions and investment initiatives. In addition to his leadership in corporate finance, he is committed to mentorship and professional development, guiding MBA students and emerging business leaders through financial strategy and career growth. His expertise in data-driven decision-making, market analysis, and corporate advisory continues to shape the future of finance and business strategy.

    Herbert W. Jackson: Strategic Deal Architect and Investment Advisor

    Excited to share an updated executive biography that reflects my journey across special situations investing, private equity origination, and strategic advisory. It’s been a privilege to work with great partners over the years—from Davis Funds and Avanti Partners to Blackstone and Trilantic—and to play a role in transactions that unlock real value.

    Joe Lichtenberger: Strategic Finance Leader and Investment Innovator

    Joe Lichtenberger is a seasoned finance executive with over 30 years of experience in structured trade finance, private equity, venture capital, and corporate finance. As the Managing Principal of Crescive Capital, he leads early-stage investments, financial consulting, and capital-raising initiatives, leveraging his deep expertise in strategic growth and value creation. His career includes leadership roles at Cargill, where he structured billion-dollar financing deals and pioneered innovative investment strategies, as well as experience in private equity and investment banking at firms like The Pritzker Organization and Bear Stearns. With an MBA from Northwestern University’s Kellogg School of Management and a BBA from the University of Michigan’s Ross School of Business, Lichtenberger is recognized for his ability to navigate complex financial landscapes, optimize capital structures, and drive sustainable growth for high-impact businesses.

    Katya Kucheriavenko: Innovation, Strategy, Impact – Transforming Businesses and Cities Worldwide.

    Excited to share my executive biography, detailing my journey across strategic consulting, investment, real estate, and international business development. With over 15 years of experience leading high-impact projects and global investments, I remain committed to driving innovation, economic growth, and transformational leadership.