Home News Bourne Financial Group Establishes Sales Team

Bourne Financial Group Establishes Sales Team

Bourne Financial Group LLC, a sponsor of alternative investment offerings, has hired an internal distribution team for its seniors housing product platform.

Bourne Financial Group LLC, a sponsor of alternative investment offerings, has hired an internal distribution team for its seniors housing product platform. Bourne Financial has created two wholesaling territories comprised of two new hires and two internal promotions.

Jeremias Francioli joined Bourne Financial as senior vice president of sales for the West Coast. With nearly 20 years of wholesaling experience, he previously served as vice president of sales at Triloma Securities where he was responsible for the company’s sales and marketing efforts in the independent broker-dealer and registered investment advisor space covering California, Arizona, Utah, Nevada and Hawaii. Prior to Triloma, Francioli served as vice president of sales at CNL Securities.

Conner Bourne will also join the team as internal wholesaler covering the East Coast. He previously served as an internal wholesaler for Triloma Securities covering the Southeast.

Bourne Financial has promoted James Rea who will now serves as senior vice president of sales for the East Coast. He has 18 years of experience in the industry and joined from CNL earlier this year.

Additionally, Jade Miller will serve as the company’s director of national accounts, responsible for maintaining existing and establishing new relationships with broker-dealer firms. Prior to this, she served as director of client relations at Bourne Financial.

“We are excited about the launch of our own distribution team and the talent and relationships they bring to the table,” said Kyle Bourne, president and CIO. “Bourne Financial has developed strong relationships in the broker-dealer community over the years, and we look forward to going deeper with the firms we already work with and developing new relationships as well. Growing our own distribution team is an essential step to accomplishing that goal.”

Headquartered in Winter Park, Florida, Bourne Financial is a real estate private equity company specializing in seniors housing development and acquisitions. The company currently has 20 seniors housing communities open or under construction and more than $500 million in assets under management.

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