Our Team
Director of 1031 Operations
Abie Matyas
For 25 years, Abie has honed his expertise in the mortgage financing industry. Abie is known for building close personal relationships with his clients, and for helping them meet their immediate and long term goals.
Tax Advisor
Kuno S. Bell, CPA, J.D.
Kuno comes backed by a 30-year track record as a leading, trusted voice in the professional tax community. He received his J.D. from Case Western Reserve University School of Law where he graduated Cum Laude.
Director of Business Development
Jack Rothernberg
For nearly 30 years, Jack has distinguished himself in the real estate, construction, and development industries. He's managed major capital improvements, high-profile projects, and overseen hundreds of millions in investments and development initiatives.
Controller
Cobi Goldman
Cobi’s career as an operations and financial specialist spans a wide spectrum of successful ventures. Working in the spirits, energy, and healthcare spaces, Cobi is an expert at navigating highly regulated industries.
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Advisor
Samantha Whittaker
Samantha’s history of transforming businesses and spearheading growth is well-documented. Her expertise across business facets and industries allows her to drive quality internal operations and provide best-in-class service.
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