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Bluerock Capital Markets Hires Jeffrey Klepacki as Executive Vice President and National Sales Manager

Bluerock Capital Markets Hires Jeffrey Klepacki as Executive Vice President and National Sales Manager

Bluerock Capital Markets 聘請傑弗裏·克萊帕基擔任執行副總裁兼全國銷售經理
PR Newswire ·  05/13 21:36

NEW YORK, May 13, 2024 /PRNewswire/ -- Bluerock Capital Markets ("BCM"), a leading distributor of institutional alternative investment products and the dedicated dealer manager for Bluerock, announced today that it has hired industry veteran Jeffrey Klepacki to serve as Executive Vice President and National Sales Manager. In this role, Mr. Klepacki will be responsible for supervising and managing the company's senior national sales teams and supporting the strategic growth and development of Bluerock investment programs across all intermediary distribution channels including the independent broker-dealer, RIA/family office, bank trust, regional member firm and wirehouse distribution channels. Mr. Klepacki will further directly oversee the growth of Bluerock offered investment programs with key 3rd party distribution partner platforms.

紐約,2024年5月13日 /PRNewswire/ — 領先的機構另類投資產品分銷商、Bluerock的專職經銷商經理Bluerock Capital Markets(“BCM”)今天宣佈,已聘請業內資深人士傑弗裏·克萊帕基擔任執行副總裁兼全國銷售經理。在此職位上,Klepacki先生將負責監督和管理公司的高級全國銷售團隊,並支持Bluerock投資計劃的戰略增長和發展,涵蓋所有中介分銷渠道,包括獨立經紀交易商、RIA/家族辦公室、銀行信託、區域成員公司和wirehouse分銷渠道。Klepacki先生將進一步直接監督Bluerock提供的主要3項投資計劃的增長第三方 派對分銷合作伙伴平台。

Mr. Klepacki joins BCM during a period of significant distribution growth across its suite of credit and real estate alternative investment products which includes interval funds, REITs, and 1031 exchange/DST programs. The firm is also pursuing a number of new product initiatives that will broaden Bluerock's investment offerings to both retail and institutional investors.

Klepacki先生加入BCM時正值其信貸和房地產另類投資產品套件的分銷大幅增長,其中包括間隔基金、房地產投資信託基金和1031交易所/夏令時計劃。該公司還在推行多項新產品計劃,這些計劃將擴大Bluerock向散戶和機構投資者的投資範圍。

Mr. Klepacki brings more than 23 years of securities industry experience and 16 years of sales management experience to his role at Bluerock. Prior to joining BCM, Mr. Klepacki held prominent senior distribution roles with some of the largest asset management firms in the industry including Vontobel, Aberdeen Standard, Capital Group/American Funds, Delaware Investments and Allianz Global Investors. In his new executive role, Mr. Klepacki will report directly to BCM's CEO Jeffrey Schwaber.

Klepacki先生在Bluerock任職期間擁有超過23年的證券行業經驗和16年的銷售管理經驗。在加入BCM之前,Klepacki先生曾在業內一些最大的資產管理公司擔任重要的高級分銷職位,包括馮託貝爾、安本標準、資本集團/美國基金、特拉華投資和安聯環球投資。在新的高管職位上,克萊帕基將直接向BCM首席執行官傑弗裏·施瓦伯彙報。

Mr. Klepacki resides in New Jersey and is a three-time Olympian who represented the United States in three Olympic Games (Barcelona 1992, Atlanta 1996 and Sydney 2000) on the men's rowing team as well as in multiple World Championships. He earned his Bachelor's degree in Economics from Rutgers University and holds FINRA Series 7, 24, 63 and 65 securities licenses.

克萊帕基先生居住在新澤西州,是三屆奧運會選手,曾代表美國參加過三屆奧運會(1992年巴塞羅那奧運會、1996年亞特蘭大奧運會和2000年悉尼奧運會)的男子划艇隊以及多次世界錦標賽。他在羅格斯大學獲得經濟學學士學位,並持有FINRA系列7、24、63和65證券牌照。

About Bluerock
Bluerock is a leading institutional alternative asset manager based in New York with regional offices across the U.S. Bluerock principals have a collective 100+ years of investing experience with more than $120 billion real estate and capital markets experience and manage multiple well-recognized real estate private and public company platforms. Today Bluerock has more than $18 billion in acquired and managed assets and offers a complementary suite of public and private investment programs, with both short and long-term goals, to individual investors seeking solutions aimed at providing predictable income, capital growth, and tax benefits.

關於 Bluerock
Bluerock是一家領先的機構另類資產管理公司,總部設在紐約,在美國各地設有區域辦事處。Bluerock的負責人擁有超過100年的投資經驗,擁有超過1200億美元的房地產和資本市場經驗,並管理多個知名房地產私人和上市公司平台。如今,Bluerock擁有超過180億美元的收購和管理資產,併爲尋求旨在提供可預測收入、資本增長和稅收優惠的解決方案的個人投資者提供了一系列互補的公共和私人投資計劃,包括短期和長期目標。

About Bluerock Capital Markets
Bluerock Capital Markets, LLC ("BCM") serves as the managing broker dealer for Bluerock and is a member of FINRA/SIPC. Formed in 2010, BCM distributes a broad range of institutional investment products with potential for growth, income, and tax benefits exclusively through broker dealers and investment professionals. BCM was a top five capital fundraiser over the prior 5-year period (2018-2023) among all active managing broker dealers in RIA/ broker dealer distribution channel (excluding HNW + institutional channels, source: Robert A. Stanger Market Pulse).

關於藍石資本市場
Bluerock Capital Markets, LLC(“BCM”)是藍石的管理經紀交易商,也是FINRA/SIPC的成員。BCM成立於2010年,僅通過經紀交易商和投資專業人士分銷具有增長潛力、收入和稅收優惠的廣泛機構投資產品。在過去的5年期間(2018-2023年),在RIA/經紀交易商分銷渠道(不包括高淨值+機構渠道,來源:羅伯特·斯坦格市場脈搏)的所有活躍管理經紀交易商中,BCM是前五名資本籌款人。

SOURCE Bluerock Capital Markets, LLC

來源 Bluerock 資本市場有限責任公司

譯文內容由第三人軟體翻譯。


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