The history of CEP dates back 15 years ago when our managing partner served as an asset manager and trustee for a closely held real estate investment trust. The trust primarily focused on commercial land development opportunities and income producing assets. Responsibilities included due diligence, underwriting, risk management, financial analysis, profitability improvement and regulatory compliance.
Our managing partner gained exposure to the trust while serving as president of Crowne Business Advisors, Inc. (formerly Strategic Management Group, Inc.) where he was requested to take on the responsibility for the real estate trust, eventually becoming vice president and chief financial officer for the environmental division.
After his tenure with the real estate trust, he transitioned into an asset management consulting role within the senior living industry. He specialized in the acquisition and repositioning of single family residential homes into state licensed alternative senior housing. Seeking larger challenges, he launched his corporate finance and asset management career with one of the largest conglomerates in the world, General Electric.
He has been entrusted to oversee and manage billions as a corporate asset manager and financial advisor for world renowned Fortune 500 and private equity divisions. Our private partners benefit from his diverse real estate and financial background, degrees in Entrepreneurship, Financial Planning and MBA. As a graduate of Baylor University and LeTourneau University, he holds himself and those around him to a higher standard of integrity when serving in a fiduciary capacity.
He has passion for maximizing returns for small business retirement accounts and leveraging his expertise to turnaround underperforming investment opportunities; both real estate and privately held enterprises. His unique skill-set affords him to partner with business and property owners as an asset manager seeking to maximize profitability, while discovering hidden business equity.
