Education, Credentials and Special Training
Series 63 and 79
Fred has more than 40 years of experience in both public accounting and consulting services. He assists clients with private equity capital formation and obtaining both private and public funding. His corporate finance experience encompasses mergers and structuring limited partnerships joint ventures and equity investments. Fred works with a wide range of industries including manufacturing and distribution, real estate, and healthcare.
Fred has consulted and/or arranged the debt and equity financing of numerous multi-family and single-family residential projects, retail projects, resort properties and mixed use properties throughout the Southeast. He also has considerable investor and principal development experience. He works extensively with family-owned businesses, counseling them on ownership alternatives, management and organizational structure. Fred serves as chief investment officer for several family offices and private foundations.
Civic and Community Activities