Former Concorde Holdings CEO joined in February
Former Concorde Holdings CEO joined in February
Katherine Schulte// April 12, 2024//
Drew Jackson has been promoted to chief distribution officer of Capital Square, the Glen Allen-based real estate company announced Tuesday.
Previously the president and CEO of Michigan-based financial services holding company Concorde Holdings, Jackson joined Capital Square in February as senior managing director of private wealth solutions. In his new role, he will oversee distribution of the firm’s investment offerings and will lead its training and education initiative.
“Drew’s extensive experience on the adviser side and the immediate and significant positive impact he has had on Capital Square makes him an invaluable addition to our executive team,” Louis Rogers, founder and co-CEO of Capital Square, said in a statement.
Before joining Concorde Holdings, Jackson directed the wealth strategies group of Scott & Stringfellow and BB&T Securities (now Truist Financial), leading client-focused wealth management programs.
“While I am a relatively new arrival, I enjoyed a lengthy relationship with Capital Square during my tenure with Concorde Holdings,” Jackson said in a statement. “As a member of the executive team, leading distribution as well as training and education is a natural fit for me. I know the valuable impact tax-advantaged investments provide to investors. I couldn’t be more pleased than to devote my professional energies to help expand access along with training, education and tools to help investors and advisers.”
Jackson holds a bachelor’s degree in business administration from Radford University. He is a certified investment management analyst and an accredited asset management specialist, and he holds several licenses from the Financial Industry Regulatory Authority.
Capital Square specializes in tax-advantaged real estate investments and is a developer of multifamily properties. The firm currently has eight projects in the southeastern U.S. totaling about 2,000 apartment units and more than $590 million in development costs, according to a news release. Since 2012, Capital Square has completed more than $7.8 billion in transaction volume.
o