Capital Square, a Richmond, Virginia-headquartered real estate firm specializing in tax-advantaged real estate investments, announced the hiring of Drew Jackson as senior managing director of private wealth solutions and as a member of the executive management team.
Jackson joins Capital Square from Concorde Holdings, a leading broker-dealer, registered investment adviser and insurance agency, where he most recently served as president and CEO. Earlier in his career, Jackson directed the wealth strategies group of Scott & Stringfellow and BB&T Securities (now Truist Financial), where he led those firm’s client-focused wealth management programs.
“We are thrilled that Drew Jackson, a well-respected and exceptionally knowledgeable leader in our industry, has joined Capital Square’s leadership team,” said Louis Rogers, founder and co-CEO of Capital Square. “He brings deep roots in the BD and RIA communities and is a passionate spokesman on the desirability of alternative investments as a mechanism for tax efficiency, reduced risk and increased returns,” The demand for alternative investments has never been stronger, but the programs are inherently complex and oriented towards the ultra-wealthy. Drew will help Capital Square expand access to these important investment options and further democratize alternative investments, opening up the platform to broader advisor and investor groups and driving the next phase of Capital Square’s growth.”
“Capital Square has been among the most respected commercial real estate investment firms for more than a decade, providing exceptional tax-advantaged investment opportunities for thousands of investors and their financial advisors,” said Jackson. “I am honored to join such an esteemed firm and look forward to expanding our mission to provide the finest investment opportunities to investors throughout the country.”
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