NexPoint, an alternative investment firm, recently hired four new sales and marketing professionals, as part of the “ongoing expansion” of its distribution capabilities in real estate and other alternative investment offerings. The new hires include Katie Shook as national accounts director, and Tracy Mousner, James Rea, and Dan Thomas as regional sales directors.
“The recent addition of these experienced team members across our sales and national accounts functions will allow us to continue to support NexPoint’s strong firmwide growth,” said Kirby Noel, managing director and national sales manager. “We are honored to have such incredible talent join our team.”
Katie Shook, national accounts director, was previously a national accounts strategy team lead at Clir Capital, where she managed the firm’s broker-dealer partnerships and developed new opportunities, the company said. Before Clir, she was with CNL Securities for seven years, most recently as associate vice president of key accounts. Shook holds FINRA Series 7 and 63 securities licenses.
Tracy Mousner, regional sales director for Arizona, Utah, and New Mexico, joined NexPoint from Peachtree Hotel Group (PHG) where he served as vice president of capital markets. Before that, he spent more than 13 years as an independent broker-dealer wholesaler specializing in alternative investments and portfolio growth. According to his LinkedIn page, he has held sales roles at Select Capital Corporation (representing Coachman Energy), Gemini Real Estate Advisors, Ridgewood Securities Corporation, and Argus Realty Investors, among others. He holds FINRA Series 22, 62, and 63 licenses.
James Rea serves as regional sales director for Florida and Georgia. He has more than 20 years of experience overseeing sales, research, and marketing for an array of financial products with firms such as GE Capital, CNL Financial, Bourne Financial Group, and Red Oak Capital Holdings. He holds FINRA Series 7, 22, and 63 securities licenses and a Florida Real Estate Sales Associate license. He has completed all courses 101-104 for his Certified Commercial Investment Member designation, the company said.
Dan Thomas, regional sales director for Colorado, Wyoming, and Montana, has more than two decades of experience wholesaling mutual funds, exchange traded funds, separately managed accounts, annuities, and alternative investments to independent brokers, banks, and RIA channels. Thomas, who his career in financial services in 1994 as a broker with Charles Schwab, has held sales and distribution roles at a number of firms including CION Securities, Rising Star Distributors, Jackson National Life, and Genworth Financial, according to his LinkedIn page. He holds FINRA Series 7, 63, and 66 licenses.
NexPoint is comprised of a group of investment advisers and sponsors, a broker-dealer, and a suite of related investment vehicles. NexPoint provides access to alternatives through a range of investments, including public and private real estate investment trusts, tax-advantaged real estate vehicles, merger arbitrage and event driven strategies, other private real estate investments, closed-end funds, interval funds, and a business development company. The firm is based in Dallas, Texas.