Urban Catalyst Expands Sales Team With Addition of Veteran Internal Wholesaler for East Coast
Steven Saulque
Urban Catalyst Funds, a real estate fund manager and developer headquartered in San Jose, Calif., has added Steven Saulque as associate vice president, providing internal sales support for financial advisers located on the East Coast.
Including his experience as a financial adviser, Saulque has over 23 years of financial services experience starting as a financial adviser at Morgan Stanley in 1999. After, he transitioned to being an internal, external, and hybrid wholesaler in the public and private alternative investments markets. In recent years, Saulque served as an internal wholesaler for Carter Funds, Wildermuth Wealth and Spring Hills Marketing.
In his new role, Saulque said he is enthusiastic about leveraging his background to attract affluent clients to the practices of his broker-dealer and registered investment advisers. “I believe the tax mitigation strategy of the Urban Catalyst Funds is a great way to attract high-net-worth clients and their CPA referrals,” he said.
“Elevating our team with Steven’s expertise is a significant step forward,” remarked Elijah Davis, director of Urban Catalyst Funds. “Steven’s dedication to nurturing relationships and delivering tailored solutions to his strategic partners is truly remarkable. I’ve personally witnessed his commitment and am thrilled to continue our successful partnership here at Urban Catalyst Funds.”
In other recent staffing news, Urban Catalyst appointed Davis as the new national sales director of its strategic partnership channel in February 2024.
Urban Catalyst Funds provides advisers with multiple tax mitigation strategies to attract high-net-worth clients, including opportunity zone funds and Delaware statutory trusts. The Urban Catalyst tax-strategy platform offers options for clients with capital gains, 1031 exchanges, and IRA to Roth IRA conversions. All of the funds offered by Urban Catalyst are structured as SEC Regulation D 506(c), allowing advisers to openly discuss these opportunities with accredited investors with whom they do not have a pre-existing relationship.
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