Pacific Oak Adds External Wholesaler for Greater Midwest Territory

Pacific Oak Capital Markets LLC, an alternative investment distributor, announced that financial services industry veteran David Eberle has joined the company as senior regional vice president for the company’s Greater Midwest territory.

Pacific Oak says Eberle will build and maintain relationships with financial intermediaries throughout Minnesota, Wisconsin, Iowa, Missouri, Illinois, Indiana, Ohio, Michigan and Western Pennsylvania.

“Pacific Oak has seen tremendous opportunities for growth as we work towards helping professionals diversify their clients’ portfolios and reducing the impact of market volatility,” said Jeff Kremin, president and managing director of distribution for Pacific Oak Capital Markets. “David’s consultative approach to working with broker-dealers and investment advisors to provide alternative investment solutions for their high-net-worth clients will make him an invaluable resource for financial professionals.”

Eberle brings more than 35 years of experience in the financial services industry to Pacific Oak Capital Markets. His most recent position was managing director for Arden Group, where he led sales efforts and investor relations for their global business development. During his tenure, he helped the firm raise over $1.5 billion for their private real estate equity, private credit, opportunity zone and real estate prop-tech funds. Eberle previously served in executive positions with Block Real Estate Services, Demeter LLC and W.P. Carey.

Eberle earned a bachelor’s degree in management from St. John’s University.

Pacific Oak Capital Markets is a wholesaler and managing broker-dealer for alternative investment offerings, including a qualified opportunity zone fund, Delaware statutory trust, and other private and public offerings such as SmartStop Strategic Storage Trust VI.

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