Caliber Announces Expanded Internal Wholesale Team

Caliber, a sponsor of qualified opportunity funds, announced the expansion of its internal wholesale team, which the company says will significantly extend its reach into the registered investment advisor and independent broker-dealer channels.

The distribution hires follow Caliber’s announcement earlier this year that it had engaged with Skyway Capital Markets to serve as the exclusive managing broker-dealer for the primary investment products in Caliber’s funds.

Caliber’s new wholesale team will report to Howard Hill, senior vice president of corporate development and head of capital markets for Caliber. The team includes:

Sean Hickham, Vice President of National Accounts
Matt Jameson, Vice President, Capital Markets – East
Andrew Garten, Vice President, Capital Markets – Central
Mark Dickinson, Vice President, Capital Markets – West
Rachel Lage, Senior Capital Markets Associate
Brenna Winters, Capital Markets Associate

In making the announcement, Hill said, “We are bringing together a terrific team of professionals, each of whom has a strong track record of successful business development and a deep understanding of alternative asset products. Together, this team will significantly expand Caliber’s access to capital for our funds in the RIA and independent broker-dealer channels, which will enable us to accelerate growth in our assets under management. I look forward to leading this team and helping them expand Caliber’s reach in these important channels.”

Sean Hickham has more than 25 years of financial experience to his new role of vice president of national accounts for Caliber, where he is responsible for driving business within the RIA and broker-dealer channels for Caliber Funds. Prior to joining Caliber, Hickham was vice president of sales and marketing for Trustreet Properties Inc. (NYSE: TSY), a public REIT sponsored by CNL. Following the sale of Trustreet to GE Capital, he was named vice president, mid-cap markets for GE. In 2011, Hickham returned to CNL as senior vice president of fund management and helped launch Corporate Capital Trust (NYSE: CCT) and raise of over $3.5 billion in equity capital. He earned a bachelor’s degree in finance and economics from the University of Missouri, St. Louis.

Mathew Jameson, vice president of capital markets – East, joins Caliber with a 14-year track record of successfully raising capital for industry-leading alternative asset investment managers, most recently serving as a director at Apollo Global Management. An accomplished business development executive and alternative investment specialist, Jameson currently focuses on business development activities for Caliber in the eastern region of the U.S. In previous roles, he represented various asset classes and vehicles, including private credit, private equity and private real estate products. Before joining Apollo, Jameson served as a senior vice president at Griffin Capital Securities. He is a graduate of Miami University of Ohio.

Andrew Garten, vice president of capital markets – Central, is a tenured alternative investment specialist. He leads business development activities for Caliber’s leading alternative asset solutions in the central region of the U.S. Prior to joining Caliber, Garten served as a senior vice president for Griffin Capital, where his primary focus was on private real estate and private credit investment structures. Before Griffin Capital, he held various capital markets positions at Cole Capital, including senior vice president of major markets in New York City. Garten has raised more than $1 billion in equity for alternative investment vehicles over nearly two decades. Garten is a graduate of Virginia Tech University’s Business School, where he studied global business management with an emphasis on technological innovation and corporate entrepreneurship.

Mark Dickinson, vice president of capital markets – West, has been with Caliber since 2019 and recently joined this new wholesale team. He previously served as vice president of institutional investments, where he consulted with institutional investors and raised capital for Caliber’s Funds and individual real estate projects through the RIA, family office and bank trust channels. Prior to joining Caliber, Dickinson was director of intermediary sales and client engagement at OpenInvest Co. He also served as a board member for The Financial Planning Association, after serving as director and portfolio specialist at Pender Capital Management LLC. He started his career as an external wholesaler at Legg Mason Inc., and also was an RIA consultant at Cohen and Steers Inc. and DSM Capital Partners LLC. Dickinson earned a bachelor’s degree in business management from the University of La Verne.

Rachel Lage joined Caliber as its senior capital markets Associate. In this role, she will be responsible for business development activities including sales and marketing support in the RIA and broker-dealer channels. Lage is joining Caliber from DPL Financial Partners, where she served as regional vice president and represented structured, variable, fixed index and fixed annuities in the RIA channel. She has nearly two decades of experience in financial services, including positions at Nationwide Financial, Brighthouse Financial Securities and Griffin Capital Securities. Lage earned a bachelor’s degree in business administration and operations at Bellevue University.

Brenna Winters, Caliber’s capital markets associate, is a seasoned professional in commercial real estate with expertise in business development, sales and client relations. At Caliber, the company says she cultivates new business relationships with investment advisors and broker-dealers nationwide. Winters is active in industry organizations, including the Commercial Real Estate Women’s (CREW) Network and Financial Planning Association of Phoenix, and she holds real estate licenses in Oregon and Arizona.

Caliber is a middle-market alternative asset manager and fund sponsor with approximately $2.2 billion in assets under management and assets under development. The company sponsors private funds and private syndications, and conducts substantially all business through CaliberCos Inc., an asset manager that provides investment formation and management, real estate development, construction management, acquisitions and sales.

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