Capital Square, a Richmond, Virginia-based national firm specializing in tax-advantaged real estate investments, has promoted Natalie Stephens to regional vice president for Southwest sales.
In her new role, Stephens will provide sales and marketing support for broker-dealers, registered representatives and registered investment advisors throughout Southern California, Nevada and Hawaii.
Stephens joined Capital Square as an associate vice president in January 2022, providing sales and marketing support to financial advisors in the company’s Central and Northeast territories. Earlier in her career, she held associate vice president positions at Pacific Oak Capital Markets and Griffin Capital Co.
“Natalie Stephens is an exceptional talent who brings a high level of energy and expertise to her work at Capital Square,” said Louis Rogers, founder and co-CEO of Capital Square. “She will do an excellent job of assisting financial advisors and their investors in her new role as regional vice president of Southwest sales.”