Former Concorde CEO Joins Capital Square Executive Management Team
Industry veteran Drew Jackson has joined Capital Square as senior managing director, private wealth solutions and a member of the executive leadership team. He brings more than 25 years of experience in financial services to Capital Square, where the company says he will nurture and expand relationships throughout the independent broker-dealer and registered investment adviser channels.
Capital Square is a national sponsor of tax-advantaged real estate investments and an active developer and manager of housing communities. Jackson joins from Concorde Holdings, a broker-dealer, registered investment adviser, and insurance agency. There, he served as president and chief executive officer.
“We are thrilled that Drew Jackson, a well-respected and exceptionally knowledgeable leader in our industry, has joined Capital Square’s leadership team. He brings deep roots in the BD and RIA communities and is a passionate spokesman on the desirability of alternative investments as a mechanism for tax efficiency, reduced risk and increased returns,” said Louis Rogers, founder and co-chief executive officer of Capital Square. “The demand for alternative investments has never been stronger, but the programs are inherently complex and oriented toward the ultra-wealthy. Drew will help Capital Square expand access to these important investment options and further democratize alternative investments, opening up the platform to broader adviser and investor groups and driving the next phase of Capital Square’s growth.”
During his tenure with Concorde, Jackson led the alternative investment-specialist firm to the best results in company history, consistently driving positive outcomes and advocating for evolving financial services to client-centered products and programs. He has been a respected leader in the wealth management industry for years, directing programs, supporting wealth advisers and clients, and adopting solutions for tax problems through alternative investments. He was a significant driver in the development of one of the industry’s first open-architecture unified management account platforms as well as in the shift from a transaction-based to a fee-based advisory model of business. Earlier in his career, Jackson directed the wealth strategies group of Scott & Stringfellow and BB&T Securities (now Truist Financial), where he led those firm’s client-focused wealth management programs.
“Capital Square has been among the most respected commercial real estate investment firms for more than a decade, providing exceptional tax-advantaged investment opportunities for thousands of investors and their financial advisers,” said Jackson. “I am honored to join such an esteemed firm and look forward to expanding our mission to provide the finest investment opportunities to investors throughout the country.”
A graduate of Radford University with a bachelor’s degree in business administration, Jackson holds numerous FINRA licenses, including series 7, 9, 10, 24, 63 and 65. He is a certified investment management analyst and an accredited asset management specialist. In 2023, Jackson was a finalist for WealthManagement.com’s “CEO of the Year.”
Capital Square is a vertically integrated national real estate firm specializing in tax-advantaged real estate investments, including Delaware statutory trusts for Section 1031 exchanges, qualified opportunity zone funds for tax deferral and exclusion and a real estate investment trust. In recent years the company has become an active developer of mixed-use, multifamily properties in the southeastern United States, with eight current projects totaling approximately 2,000 apartment units and a development cost greater than $590 million. Since 2012, Capital Square has completed more than $7.8 billion in transaction volume.
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