ExchangeRight, a sponsor of securitized 1031-exchangeable real estate investments, has hired Kevin Zwick as co-director of national accounts, where he will help build and strengthen relationships with broker-dealers, RIAs, and custodial platforms. Geoffrey Flahardy also serves as co-director of national accounts.
Prior to joining ExchangeRight, Zwick served as head of sales at WealthForge where he managed new client and revenue growth of broker-dealer and financial technology sales. He also served at Schwab as a financial and portfolio advisor where he was responsible for business-to-business brokerage sales, mutual fund clearing, and institutional portfolio sales.
Zwick currently hold FINRA Series 7, 63, and 66 licenses and received a bachelor’s degree in business administration and management from Arizona State University.
“Kevin’s expertise in sales, leadership, and business development will help us to continue serving the needs of the broker-dealers and RIAs who rely on us to provide their clients with recession-resilient, net-leased portfolios that are designed to provide secure capital, stable income, and strategic exits,” said Warren Thomas, a managing member of ExchangeRight.
Based in Pasadena, California, ExchangeRight is a privately held firm and the nation’s second largest sponsor of securitized 1031 exchanges. Together with its affiliates, it has more than $2.4 billion in assets under management. ExchangeRight sponsors both real estate investment trusts and 1031 exchange investment offerings and acquires and manages long-term, net-leased assets backed by corporations in the necessity-based retail and healthcare industries.
ExchangeRight raised $325.4 million through its Delaware statutory trust platform in 2019 and approximately $50 million through its real estate investment trust platform.