Phoenix American

Exchange Bank Welcomes Debbie Campas, Vice President, Personal Trust Officer to their new Trust & Investment Management Office in Marin

Retrieved on: 
Monday, June 26, 2023
Banking, Professional Services, Finance, State, Exchange Bank, LPL Financial, American Bankers Association, California State University, Great Western Bank (1919–1997), Multimedia, II, Economics, Wealth management, CTFA, Investment management, OTC, Phoenix American, Bank, St. Anthony of Padua Catholic Church, Agulhas Bank Complex Marine Protected Area, III, Commerce, Trust

Exchange Bank (OTC: EXSR) welcomes Debbie Campas, VP, personal trust officer, reporting to Emily Menjou, VP, trust fiduciary manager.

Key Points: 
  • Exchange Bank (OTC: EXSR) welcomes Debbie Campas, VP, personal trust officer, reporting to Emily Menjou, VP, trust fiduciary manager.
  • Debbie will be based at their new Trust & Investment Management Office in Marin working with Bill Ryan, VP, investment officer, managing customer relationships and developing the Bank’s presence in that market.
  • Her most recent position was with Bank of Marin in the Wealth Management & Trust Department as a trust officer, vice president.
  • Debbie is an active parishioner of St. Anthony’s of Padua Catholic Church where she serves as a finance council member.

Audrey Kamin Appointed Chair of USG Realty Capital's Independent Advisory Board

Retrieved on: 
Tuesday, November 1, 2022
Goal, Growth, Memorandum, CEO, Prospectus (finance), The Memorandum, American Securities, USG, LLC, Industry, Kamin, Risk, COVID-19, Economics, Inland Empire, State university system, Investment, Private, EF Hutton, FINRA, Phoenix American, State University of New York, Financial adviser, Financial services

SEATTLE, Nov. 1, 2022 /PRNewswire/ -- USG Realty Capital, a leading investment sponsor specializing in opportunity zones, announced today that Audrey Kamin has been appointed chair of the company's independent advisory board. Additionally, Kamin has joined the company as director of business development through her newly formed consulting firm.

Key Points: 
  • SEATTLE, Nov. 1, 2022 /PRNewswire/ -- USG Realty Capital, a leading investment sponsor specializing in opportunity zones, announced today that Audrey Kamin has been appointed chair of the company's independent advisory board.
  • We are thrilled to add Audrey to the board and look forward to seeing her impact in the company."
  • "It is very important to me to work with product sponsors like USG Realty Capital who put their clients first," said Kamin.
  • The USG Opportunity Zone Investment Platform was created by USG Realty Capital, an alternative investment company, and has successfully launched three opportunity zone investment funds.

Carter Multifamily Appoints Industry Veteran Lora Sekosky Smith to Lead Strategic Development

Retrieved on: 
Tuesday, February 8, 2022
Industry, Senior, Phoenix American, Cetara, Acquisition, Investment, National accounts, Commonwealth Financial Network, Partnership, LLC, Cetera Financial Group, Business, Advisor Group, Commonwealth, Commercial property, Management

TAMPA, Fla., Feb. 8, 2022 /PRNewswire/ -- Carter Multifamily Fund Management Company, LLC ("Carter Multifamily") announced today that Lora Sekosky Smith, formerly with Cetera Financial Group, has joined the firm as Senior Vice President, Strategic Development.

Key Points: 
  • TAMPA, Fla., Feb. 8, 2022 /PRNewswire/ -- Carter Multifamily Fund Management Company, LLC ("Carter Multifamily") announced today that Lora Sekosky Smith, formerly with Cetera Financial Group, has joined the firm as Senior Vice President, Strategic Development.
  • In this role, Sekosky Smith will support Bill Shea, Vice President of National Accounts, and oversee relationships with strategic partners that play an integral role in Carter's operations.
  • About Carter Multifamily Fund Management Company, LLC
    Carter Multifamily Fund Management Company, LLC ("Carter Multifamily") is a Carter Funds company targeting the acquisition of existing conventional, garden-style multifamily assets with value-add opportunities.
  • Together, the Carter Funds and Carter Multifamily leadership teams leverage key industry relationships to build a high-quality portfolio of investments focused onGROWTHandINCOME.

Phoenix American and PAFS Ireland Announces Strong Growth and Expanded Service Offering for 2021

Retrieved on: 
Wednesday, January 12, 2022
Aviation, PAFS, SAN, LinkedIn, CLAS, Phoenix American, ABS, CA, Growth, MAPS, History, 2011 New Year Honours (New Zealand), Industry, COVID-19, SALT, Corporate services, Senior, Airline, Animal, Portrait

SAN RAFAEL, Calif., Jan. 12, 2022 /PRNewswire/ --Phoenix American Financial Services and its subsidiary PAFS Ireland, Ltd. (together "Phoenix American"), announces robust growth and business line development for 2021.

Key Points: 
  • SAN RAFAEL, Calif., Jan. 12, 2022 /PRNewswire/ --Phoenix American Financial Services and its subsidiary PAFS Ireland, Ltd. (together "Phoenix American"), announces robust growth and business line development for 2021.
  • Following that, Phoenix American was also appointed as Managing Agent to the MAPS 2021-1, CLAS 2017-1R, SALT 2021-1 and SOLRR 2021-1 deals.
  • Accordingly, the PAFS Ireland office in Shannon, Ireland has grown by over 15% in 2021 and is now staffed by over 60 professionals.
  • The company is an affiliate of Phoenix American Incorporated along with Phoenix American SalesFocus Solutions.

Phoenix American Onboards New Multifamily Real Estate Fund Sponsor Burlington Capital for Fund Administration

Retrieved on: 
Tuesday, December 7, 2021
Trust, Income, CA, Technology, Real estate, Capital, Phoenix American, Securitization, Industry, ABS, SAN, Ireland, Investment, Financial services

SAN RAFAEL, Calif., Dec. 7, 2021 /PRNewswire/ -- Phoenix American is pleased to announce its new fund administration relationship with alternative investment management firm Burlington Capital .Phoenix American will support Burlington Capital's real estate funds with its industry-leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system.

Key Points: 
  • SAN RAFAEL, Calif., Dec. 7, 2021 /PRNewswire/ -- Phoenix American is pleased to announce its new fund administration relationship with alternative investment management firm Burlington Capital .Phoenix American will support Burlington Capital's real estate funds with its industry-leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system.
  • "We are excited to partner with Phoenix American leveraging their experience, processes and technology for the benefit of our investors as we launch our perpetual life real estate offerings," said Dominic Vaccaro, President of Real Estate, Burlington Capital.
  • "Burlington Capital is an innovative real estate fund sponsor committed to the highest standards of trust, professional ethics and delivering value for investors," said Andrew Constantin, Chief Operating Officer at Phoenix American.
  • Phoenix American Financial Services, Inc. provides back-office outsourcing, fund administration services , fund accounting , investor services and sales and marketing reporting services to fund companies in the alternative investment industry.

Phoenix American Announces New Client Real Estate Fund Sponsor NAI Legacy

Retrieved on: 
Thursday, October 14, 2021
Solution, Industry, Ireland, Delaware, Delaware statutory trust, Phoenix American, NNN, Tenants in common 1031 exchange, Securitization, DST, Trauma surgery, Investment, Structured sale, SAN, Face, ABS, Partnership, CA, Airline, Financial services

SAN RAFAEL, Calif., Oct. 14, 2021 /PRNewswire/ -- Phoenix American is pleased to announce its new client partnership with real estate investment management firm NAI Legacy .

Key Points: 
  • SAN RAFAEL, Calif., Oct. 14, 2021 /PRNewswire/ -- Phoenix American is pleased to announce its new client partnership with real estate investment management firm NAI Legacy .
  • Phoenix American will support NAI Legacy with its industry-leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system.
  • NAI Legacy is a full-service commercial real estate firm specializing in tax-efficient real estate investment solutions.
  • NAI Legacy is focused on commercial real estate investments, brokerage, net lease (NNN) properties, property management, asset management, and private client solutions.

Phoenix American Releases White Paper on Market Trends and Outlook for Aviation Asset-Backed Securitizations

Retrieved on: 
Monday, September 13, 2021
Ireland, Pegasus Aviation Finance Company, SAN, Phoenix American, Shock, CA, Aviation, Marketing, Compliance, Securitization, Insurance, KPMG, Growth, COVID-19, American Financial Services Association, MARS, ABS, Industry, Commercial aviation, International Air Transport Association, Senior, Stability, History, IATA, Management agent, Airline

Asset-Backed Securitization for Commercial Aviation looks at the origin of asset-backed securitizations starting in the 1960's and the advent of the aviation ABS in the 1990's.

Key Points: 
  • Asset-Backed Securitization for Commercial Aviation looks at the origin of asset-backed securitizations starting in the 1960's and the advent of the aviation ABS in the 1990's.
  • The Aviation ABS Market Today profiles the current state of aviation ABS, the principal sponsors engaged in the market and the prospects for growth as the world emerges from the disruptions of the Covid-19 pandemic.
  • "The performance of aviation ABS during Covid-19 shows that today's deals can endure some very turbulent industry cycles," said Joseph Horgan, Senior Vice President at Phoenix American.
  • Phoenix American Financial Services provides managing agent and accounting services for securitizations specializing in the commercial aviation leasing industry.

Phoenix American Announces New Client Partnership with Keystone National Properties

Retrieved on: 
Tuesday, August 10, 2021
Industry, Phoenix American, CEO, Securitization, Operation, Partnership, Senior, Ireland, Founder CEO, SAN, Acquisition, CA, ABS, Financial services

SAN RAFAEL, Calif., Aug. 10, 2021 /PRNewswire/ -- Phoenix American Financial Services ("Phoenix American"), a leading fund administration provider for alternative investments, is pleased to announce its new client partnership with real estate investment fund sponsor Keystone National Properties ("KNPRE").

Key Points: 
  • SAN RAFAEL, Calif., Aug. 10, 2021 /PRNewswire/ -- Phoenix American Financial Services ("Phoenix American"), a leading fund administration provider for alternative investments, is pleased to announce its new client partnership with real estate investment fund sponsor Keystone National Properties ("KNPRE").
  • KNPRE will benefit from Phoenix American's combination of advanced technology, partner-oriented client service and long experience with the unique operational requirements of alternative real estate funds.
  • "KNPREis a hands-on, investor-focused fund sponsor with integrity," said Andrew Constantin, Senior Vice President of Operations at Phoenix American.
  • Phoenix American Phoenix has five offices worldwide, was founded in 1972 and is headquartered in San Rafael, CA.

Phoenix American Announces New Client Partnership with Real Estate Fund Sponsor Bonaventure

Retrieved on: 
Thursday, July 8, 2021
Phoenix American, XMS, Investment management

SAN RAFAEL, Calif., July 8, 2021 /PRNewswire/ -- Phoenix American is pleased to announce its new client partnership with real estate investment management firm Bonaventure .

Key Points: 
  • SAN RAFAEL, Calif., July 8, 2021 /PRNewswire/ -- Phoenix American is pleased to announce its new client partnership with real estate investment management firm Bonaventure .
  • Phoenix American will support Bonaventure with its industry-leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system as well as integrated fund accounting services .
  • Bonaventure will benefit from Phoenix American's combination of advanced technology, focus on customer service and long experience with the unique operational requirements of real estate investment funds.
  • "We selected to partner with Phoenix American for their customized suite of solutions," said Dwight Dunton, Bonaventure Founder and CEO.

Phoenix American Announces New Client Partnership with Sandy Bay Partners

Retrieved on: 
Thursday, July 1, 2021
Phoenix American, Phoenix, Spacecraft, SANDY, US Airways, Spaceflight, Outer space

SAN RAFAEL, Calif., July 1, 2021 /PRNewswire/ -- Phoenix American Financial Services , Inc. ("Phoenix") is pleased to announce its new client partnership with real estate investment fund sponsor Sandy Bay Partners ("Sandy Bay").

Key Points: 
  • SAN RAFAEL, Calif., July 1, 2021 /PRNewswire/ -- Phoenix American Financial Services , Inc. ("Phoenix") is pleased to announce its new client partnership with real estate investment fund sponsor Sandy Bay Partners ("Sandy Bay").
  • Sandy Bay will benefit from Phoenix American's combination of advanced technology, partner-oriented client service and long experience with the unique operational requirements of alternative investment funds.
  • "We're very pleased to be working with Sandy Bay," said Andrew Constantin, Senior Vice President of Operations at Phoenix American.
  • Phoenix is an affiliate of Phoenix American Incorporated along with Phoenix American SalesFocus Solutions.