CaliberCos Inc. (NASDAQ: CWD), a leading vertically integrated
alternative asset manager, today announced the expansion of its
internal wholesale team, which will significantly extend its reach
into the Registered Investment Advisor (RIA) and independent
broker-dealer channels. The team expansion follows Caliber’s
announcement earlier this year that it had engaged with Skyway
Capital Markets to serve as the exclusive managing broker dealer
for the primary investment products in Caliber’s funds.
Caliber’s new wholesale team will report to Howard Hill, Senior
Vice President of Corporate Development and Head of Capital Markets
for Caliber. The team includes:
- Sean Hickham, Vice President of National Accounts
- Matt Jameson, Vice President, Capital Markets – East
- Andrew Garten, Vice President, Capital Markets – Central
- Mark Dickinson, Vice President, Capital Markets – West
- Rachel Lage, Senior Capital Markets Associate
- Brenna Winters, Capital Markets Associate
In making the announcement, Hill said, “We are bringing together
a terrific team of professionals, each of whom has a strong track
record of successful business development and a deep understanding
of alternative asset products. Together, this team will
significantly expand Caliber’s access to capital for our funds in
the RIA and independent broker-dealer channels, which will enable
us to accelerate growth in our assets under management. I look
forward to leading this team and helping them expand Caliber’s
reach in these important channels.”
Sean Hickham brings more than 25 years of financial
experience to his new role of Vice President of National Accounts
for Caliber, where he is responsible for driving business within
the RIA and broker-dealer channels for Caliber Funds. Prior to
joining Caliber, Hickham was Vice President of Sales and Marketing
for Trustreet Properties, Inc. (NYSE: TSY), a public REIT sponsored
by CNL. Following the sale of Trustreet to GE Capital, he was named
Vice President, Mid-Cap Markets for GE. In 2011, Hickham returned
to CNL as Senior Vice President of Fund Management, and helped
launch Corporate Capital Trust (NYSE: CCT) and raise of over $3.5
billion in equity capital. He earned a bachelor’s degree in finance
and economics from the University of Missouri - St. Louis.
Mathew Jameson, Vice President of Capital Markets – East,
joins Caliber with a 14-year track record of successfully raising
capital for industry-leading alternative asset investment managers,
most recently serving as a Director at Apollo Global Management. An
accomplished business development executive and alternative
investment specialist, Jameson currently focuses on business
development activities for Caliber in the eastern region of the
U.S. In previous roles, he represented various asset classes and
vehicles, including private credit, private equity and private real
estate products. Before joining Apollo, Jameson served as a Senior
Vice President at Griffin Capital Securities. He is a graduate of
Miami University of Ohio.
Andrew Garten, Vice President of Capital Markets –
Central, is a tenured alternative investment specialist. He leads
business development activities for Caliber's leading alternative
asset solutions in the central region of the U.S. Prior to joining
Caliber, Garten served as a Senior Vice President for Griffin
Capital, where his primary focus was on private real estate and
private credit investment structures. Before Griffin Capital, he
held various capital markets positions at Cole Capital, including
Senior Vice President of Major Markets in New York City. Garten has
raised more than $1 billion in equity for alternative investment
vehicles over nearly two decades. Garten is a graduate of Virginia
Tech University's Business School, where he studied global business
management with an emphasis on technological innovation and
corporate entrepreneurship.
Mark Dickinson, Vice President of Capital Markets – West,
has been with Caliber since 2019 and recently joined this new
wholesale team. He previously served as Vice President of
Institutional Investments, where he consulted with institutional
investors and raised capital for Caliber's Funds and individual
real estate projects through the RIA, family office and bank trust
channels. Prior to joining Caliber, Dickinson was Director of
Intermediary Sales and Client Engagement at OpenInvest Co. He also
served as a board member for The Financial Planning Association,
after serving as Director and Portfolio Specialist at Pender
Capital Management LLC. He started his career as an external
wholesaler at Legg Mason Inc., and also was an RIA consultant at
Cohen and Steers Inc. and DSM Capital Partners LLC. Dickinson
earned a bachelor’s degree in business management from the
University of La Verne.
Rachel Lage joined Caliber as its Senior Capital Markets
Associate. In this role, she will be responsible for business
development activities including sales and marketing support in the
RIA and broker-dealer channels. Lage is joining Caliber from DPL
Financial Partners, where she served as Regional Vice President and
represented structured, variable, fixed index and fixed annuities
in the RIA channel. She has nearly two decades of experience in
financial services, including positions at Nationwide Financial,
Brighthouse Financial Securities and Griffin Capital Securities.
Lage earned a bachelor’s degree in business administration and
operations at Bellevue University.
Brenna Winters, Caliber’s Capital Markets Associate, is a
seasoned professional in commercial real estate with expertise in
business development, sales, and client relations. At Caliber, she
cultivates new business relationships with Investment Advisors and
broker dealers nationwide. Winters is active in industry
organizations, including the Commercial Real Estate Women’s (CREW)
Network and Financial Planning Association of Phoenix, and she
holds real estate licenses in Oregon and Arizona.
About CaliberCos Inc.
Caliber (NASDAQ: CWD) is a leading vertically integrated
alternative asset management firm whose purpose is to build
generational wealth for investors seeking to access opportunities
in middle-market assets. Caliber differentiates itself by creating,
managing, and servicing proprietary products, including
middle-market investment funds, private syndications, and direct
investments which are managed by our in-house asset services group.
Our funds include investment vehicles focused primarily on real
estate, private equity, and debt facilities. Additional information
can be found at Caliberco.com and CaliberFunds.co.
Forward Looking Statements
This press release contains “forward-looking statements” that
are subject to substantial risks and uncertainties. All statements,
other than statements of historical fact, contained in this press
release are forward-looking statements. Forward-looking statements
contained in this press release may be identified by the use of
words such as “anticipate,” “believe,” “contemplate,” “could,”
“estimate,” “expect,” “intend,” “seek,” “may,” “might,” “plan,”
“potential,” “predict,” “project,” “target,” “aim,” “should,”
"will,” “would,” or the negative of these words or other similar
expressions, although not all forward-looking statements contain
these words. Forward-looking statements are based on the Company’s
current expectations and are subject to inherent uncertainties,
risks and assumptions that are difficult to predict. Further,
certain forward-looking statements are based on assumptions as to
future events that may not prove to be accurate. These and other
risks and uncertainties are described more fully in the section
titled “Risk Factors” in the final prospectus related to the
Company’s public offering filed with the SEC and other reports
filed with the SEC thereafter. Forward-looking statements contained
in this announcement are made as of this date, and the Company
undertakes no duty to update such information except as required
under applicable law.
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version on businesswire.com: https://www.businesswire.com/news/home/20230626788265/en/
Caliber: Samantha Vrcic +1 480-295-7600
Samantha.vrcic@caliberco.com
Media Relations: Kelly McAndrew Financial Profiles +1
203-613-1552 KMcAndrew@finprofiles.com
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