Pacific Oak Hires External Wholesaler to Lead Sales in its Four Corners Territory
Pacific Oak Capital Markets LLC, an alternative investment distributor, has hired a financial services industry veteran as senior regional vice president. In his new position, Jim Sears will be responsible for building and maintaining relationships with financial intermediaries throughout Arizona, Colorado, Nebraska, New Mexico, and Utah.
“We are very excited to welcome a seasoned professional of Jim’s caliber to the Pacific Oak team,” said Jeff Kremin, president and managing director of distribution for Pacific Oak Capital Markets. “He is a dedicated professional with high integrity and his investor-focused approach will help educate broker-dealers and registered financial advisers on investment solutions that address a variety of client needs.”
Sears brings more than 25 years’ experience developing key relationships among professional investment advisers and has raised more than $600 million in capital through various offerings and sales cycles. Most recently he was with The True Life Companies and before that spent 18 years with Black Creek Group prior to its acquisition by Ares Management Corporation in 2021. Sears has also held roles with Invesco Funds, Transamerica and SunAmerica, as well as a local group handling retirement accounts for many Colorado counties.
Sears holds FINRA Series 7 and 63 licenses.
Pacific Oak Capital Markets is a wholesaler and managing broker-dealer for alternative investment offerings. Its team focuses on providing financial solutions to financial advisers and registered investment advisers. Its investment professionals are dedicated to delivering a differentiated product suite that target opportunities for compelling risk-adjusted returns through a track record of offering a broad range of alternative investments, including real estate-related offerings, qualified opportunity zone funds, DSTs, and other private offerings.
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