Waypoint Taps Two Industry Veterans for Its Affiliated Broker-Dealer
Waypoint Real Estate Investments, a real estate investment firm focused on the U.S. rental housing sector, has added adding two industry veterans to its affiliated broker-dealer, Waypoint Financial Group.
Waypoint Real Estate Investments, a real estate investment firm focused on the U.S. rental housing sector, has added two industry veterans to its affiliated broker-dealer, Waypoint Financial Group. Michelle Moore will act as senior vice president, national accounts and Brian Conneely will serve as national sales manager.
As senior vice president, national accounts, Moore will oversee WFG’s business development and relationship management within the independent broker-dealer channels. She brings more than 16 years of related experience, and most recently served with Select Capital Corporation as its director of national accounts. Prior to that position, Moore acted as the senior vice president of national accounts for SC Distributors, where she helped generate $2.6 billion in sales.
As national sales manager, Conneely will lead the sales operations for WFG. Most recently, Conneely founded and served as the managing director of Peak Capital Solutions, which focused on alternative investments. Previously, he served as managing director/head of external sales at Participant Capital, where he helped launch the company into the independent broker-dealer space. He previously served in senior positions at W.P. Carey, Transamerica Capital, and Rydex Investments/SGI.
“Through WFG, Waypoint is committed to expanding its equity distribution platform into the [independent broker-dealer] and [registered investment advisor] communities. Since the beginning of this year, WFG has established relationships with nearly 3,000 financial advisors with Waypoint’s growth and income products,” said Waypoint CEO Scott Lawlor.
Waypoint Real Estate Investments acquires and develops conventional multifamily, student housing, and senior housing properties throughout the United States. Waypoint’s investment activity totals approximately $3.9 billion across 26,000 units. Waypoint Financial Group is a division of Waypoint Direct Investments, LLC, a subsidiary of Waypoint Residential, LLC.
