Leadership

Brandon is the Founder, Chairman of the Board of Directors and Chief Executive Officer of Belpointe PREP, LLC (NYSE American: OZ). Brandon was also the founder, Chairman of the Board of Directors and Chief Executive Officer of Belpointe REIT, Inc., (OTCQX: BELP) in 2018, which was a qualified opportunity zone real estate investment trust company that merged into Belpointe PREP, LLC in 2021. Brandon is also the Chief Executive Officer of Belpointe, a private equity investment firm, which he founded in 2011. From 2004 to 2011, Brandon was a Managing Director and the co-founder of Belray Capital, a Greenwich, Connecticut-based real estate and investment firm, which was acquired by Belpointe in 2011. Belpointe owns several operating businesses throughout the region, including Belpointe Asset Management LLC, a financial asset management firm that manages over $3 billion in tradable securities. Brandon and his executive team bring financial strength, operational expertise and investing discipline to its portfolio of investments. Brandon currently serves as the Chairman of the Board of Directors for Belpointe Multifamily Development Fund I, LP, a real estate private equity fund. Prior to Belpointe, Brandon began his finance/accounting/tax career at Arthur Andersen, LLP then with Ernst & Young, LLP, in their Mergers and Acquisitions departments. In 2001, he co-founded Belray (acquired by Belpointe), where Brandon eventually left Ernst & Young in 2004 to focus full-time on Belpointe. Brandon holds a Juris Doctor degree and a Master of Business Administration from Hofstra University and a bachelor’s degree in Finance from Syracuse University. Brandon has served on the board of multiple non-profit organizations, such as: Greenwich Wiffle for the Greenwich Police Silver Shield Association, Youth Services for the Town of Greenwich (joint venture between Town of Greenwich and United Way of Greenwich), and Eagle Hill School Alumni Board. Brandon currently serves on the board of two non-profit organizations, The Belpointe Foundation and Eagle Hill School Board of Trustees. Brandon is licensed to practice law as an attorney in both the State of Connecticut and New York State.

Marty is an entrepreneur with over 45 years’ experience in successfully starting, developing and operating businesses within the securities, real estate, and natural resources industries. His considerable professional experience include former Vice-Chairman and Co-Founder of Walker Energy Partners, one of first publicly traded Master Limited Partnership (MLP) that he brought public; and former Chairman, Founder and General Securities Principal of LaClare Securities, Inc., a NASD broker dealer. Marty was also formerly Vice President of institutional equities at Mitchell Hutchins and later Paine Webber. Marty previously served as a Director of Fortune Natural Resources Corporation, a public company that was listed on the American Stock Exchange and is currently on the board of directors of the Lion’s Foundation of Greenwich, a charitable organization dedicated to helping the blind and visually impaired. Since 2012, Marty has served as a Board of Director for Belpointe Multifamily Development Fund I, LP, where he helps in real estate investment decisions. Marty is an engineer by training, having graduated from Rensselaer Polytechnic Institute and has a Master’s of Business Administration in Finance from the Simon Business School at University of Rochester. Marty was selected to serve as a director because of his extensive investment and financial experience and detailed knowledge of our acquisition and operational opportunities and challenges.

Lori is the Chief Operating Officer of Belpointe’s Real Estate Operations including acquisitions, development, construction, property operations and asset management. Lori brings over 25 years’ experience in developing large scale, mixed use properties. Her experience, organization skills, and leadership make her a valued member of Belpointe’s executive team. Prior to becoming COO of Belpointe, Lori served as Vice President of Development at Belpointe Capital LLC where she managed the development, construction, lease up and operations of Belpointe Capital’s portfolio. Prior to joining Belpointe, Lori was the Senior Development Director at Stillwater Investment Management Corp., responsible for development and construction of both condominiums and mixed‐use communities. Before working at Stillwater, Lori was a Development Coordinator at AvalonBay Communities working on new developments as well as developing and implementing AvalonBay’s Development Policies and Procedures. She was a key member at both Stillwater and AvalonBay. Lori is a summa cum laude graduate of Fairfield University with a Bachelor’s degree in Management.

Fred is the Corporate Chief Operating Officer at Belpointe where he is a member of the Investment Committee and Executive Management Committee. His primary responsibility includes overseeing investments, operations and governance for Belpointe PREP, LLC (NYSE: OZ), the publicly traded Opportunity Zone Fund. Fred also oversees other strategic planning and growth initiatives for Belpointe. Prior to joining Belpointe, Fred was a Principal at Hepco Capital Management, a private family investment firm where he was responsible for the real estate practice. Fred has gained considerable experience in the private equity, real estate and energy sectors while working at previous employers such as JP Morgan, Shorenstein and Resource America. Fred holds a B.S. from the University of Delaware and an MBA from Georgetown University.

Cody is the Chief Business Development Officer and Head of Investor Relations at Belpointe. His primary responsibilities include overseeing all aspects of fundraising, investor relations, product development, marketing, and implementing the overall investment strategy for Belpointe PREP, LLC (NYSE American: OZ). Cody was also the Chief Business Development Officer and Head of Investor Relations for Belpointe REIT, Inc (OTCQX: BELP) which was the first publicly traded Qualified Opportunity Fund. Prior, Cody served as Chief of Staff reporting directly to the Chief Executive Officer and was responsible for overseeing multiple private funds that deployed their capital with a focus on real estate, small businesses, and tax advantaged structures. Previously, Cody was a Vice President focused on the acquisition, development, and construction of multifamily assets. Before joining Belpointe, Cody was a Vice President at a private investment firm that specialized in underwriting short-term credit facilities to real estate operators and business owners. Cody graduated from the University of Maine with a Bachelor’s degree in Business Administration. Cody serves on the board of the Belpointe Foundation, which is a nonprofit organization, formed to give back to and strengthen our community.

Kristin is the Chief Accounting Officer at Belpointe. Prior to joining Belpointe, Kristin was the Chief Accounting Officer for two of W.P. Carey’s managed Real Estate Investment Trusts, where Kristin was responsible for the oversight of accounting, financial reporting and internal controls. Through Kristin’s tenure at W.P. Carey, she also served in other capacities including controller and assistant controller. Kristin started her career with Ernst & Young LLP, where she held various positions in the assurance practice, specializing in real estate. Kristin is a Certified Public Accountant and holds a bachelor’s degree in Accounting from the State University of New York at Albany.

Benjamin Hatz is the Chief Acquisition Officer for Belpointe, responsible for overseeing the acquisition efforts across the United States, including sourcing, underwriting, financing, and closing targeted single assets and portfolios. Over the past 20 years, Ben has sourced and closed over $2.5 billion of real estate transactions, and has served in senior acquisition roles with publicly-owned and private-equity sponsored enterprises, most recently as EVP, Acquisitions of MAXX Properties, with 10,000 apartment homes. Prior to joining MAXX, Mr. Hatz led the investment team at Healthcare Trust, Inc. (NASDAQ: HCT), a $3.0 billion medical office and senior-housing REIT. In addition, he served in key acquisition roles at ProMed Properties, a subsidiary of Gazit-Globe, and Citi Property Investors, the private-equity equity arm of Citi, Inc. Mr. Hatz received a BS from Cornell University and an MBA from Columbia University.

Eric is Belpointe’s Vice President of Development with responsibility for new developments in the Florida and the Southeast markets. With over fifteen years of experience in real estate development, business management, and construction, Eric brings experience in a diverse product mix including multifamily, mixed-use, and retail projects in both urban in-fill and suburban locations. Eric has led all aspects of the acquisition, entitlement, design, financing, and construction of over 2,500 multifamily units. Prior to Belpointe, Eric was a Regional Partner in Florida with ECI Groups and served as Vice President of Bozzuto Development Company in Washington, DC. Eric holds a Bachelor of Arts in Political Science from the University of Vermont and a Master of Science in Real Estate Development from Johns Hopkins University.

Brooke is the Vice President of Construction at Belpointe with responsibility for preconstruction and construction activities. Prior to joining Belpointe, Brooke served as Vice President of Residential Construction at Strategic Property Partners (SPP). Brooke has over 18 years’ experience in the construction industry working in multiple sectors from Subcontractor, General Contractor, Construction Manager and Developer. Prior to SPP, Brooke worked as a Sr. Project Manager with Moss and Associates overseeing multifamily and hotel projects. Her experience with Reinforced Structures, Inc., as the Area Manager for the growing Cast in Place Concrete company allowed her to work on iconic projects such as The Perez Art Museum in Miami, FL and The Salvadore Dali museum in St. Petersburg, FL. Brooke currently serves as a Board Member for the Friends of The Riverwalk in downtown Tampa and has previously served in leadership roles with Leadership Tampa Bay, Associated Builders and Contractors, University of Tampa and Dress for Success. Brooke is a cum laude graduate of The University of Tampa with a Bachelor’s degree in International Business.

Jim is the Vice President of Construction for Belpointe’s real estate division. Prior to joining Belpointe, Mr. Carnicelli was the Co-Founder and President of The Gateway Development Group, Inc. (“Gateway”). Gateway has completed over $200 million in capital improvement projects, such as: high-end multi-family residential, medical and general office, retail, hospitality, and mixed-use projects. Jim was responsible for all operations of Gateway, including conceptual planning and project entitlements, design and architecture, financial analysis and budgeting, and full construction services. Prior to Gateway, Jim spent 12 years in ascending roles including Construction Manager, Project Manager and Project Executive with WCI Communities, Spectrum Skanska and Spectrum Communities. Jim’s varying roles with this lifestyle community developer focused on construction operations and management of large and complex community developments. Jim holds a BS in Civil and Environmental Engineering from Villanova University.

Ela is Vice President of Property Operations for Belpointe. Ela has almost 30 years’ experience in multi-family operations on mid-rise and hi-rise property operations, lease-ups, dispositions, commercial mixed-use communities, affordable compliance plans and pricing strategies. Most recently, Ela represented a private commercial operator overseeing capital projects, third-party consulting for a lease-up, and dispositions. Prior to that she was a Development Director with Belpointe Capital overseeing the development, construction and lease up of their mixed use communities. Previously, she was at Greystar where she was the Regional Manager in charge of CT/NY/NJ and prior to Greystar, spent 19 years with AvalonBay and its predecessor companies. Ela is an expert in apartment management and lease up and served as President of the Connecticut Apartment Association and continues to serve on committees. Ela has a bachelor’s degree in Business from Central Connecticut State University.

Adam is the Director of Finance and Tax at Belpointe. Prior to Belpointe, Adam operated his own firm that specialized in accounting and tax services for family offices and Real Estate Investment Trusts. Prior to that, Adam was a consultant to Starwood Capital performing tax and accounting services, Director of Tax at Grill & Partners where he oversaw their tax and compliance department, and Manager at Burt Goldstein & Co where he managed the tax practice. Adam began his career at Coopers & Lybrand as a staff accountant. Adam hold a bachelor’s degree from SUNY Binghamton with a major in Economics and earned his Juris Doctor degree from Quinnipiac University School of Law.

Mr. Soler is the Managing Director of Stockbridge Realty Advisors, LLC, where he oversees underwriting, financing, and project management for real estate investments, including assisting Societe Generale with various real estate related matters including developing risk management protocols. Over the past 30 years, Mr. Soler has held senior positions at both real estate investment companies as well as commercial banks focused on commercial real estate financing, where he has overseen more than $15 Billion of commercial real estate transactions covering all asset classes and real estate sectors. Prior to Stockbridge Realty Advisors, LLC, Mr. Soler held the position of Managing Director at Societe Generale and was part of the credit assessment team focused on risk management. Mr. Soler is an Adjunct Professor at the NYU Schack Institute of Real Estate where he has taught for more than fifteen years in the Master of Real Estate Program with a focus on Entrepreneurship and Sustainable Development. Mr. Soler graduated from the University of Massachusetts at Amherst with a degree in economics, and he attended the Harvard Graduate School of Design. He has served as a member of the Economics Department Advisory Board at the University of Massachusetts, the Board of the YMCA of Greenwich, and on several Town of Greenwich Boards and Advisory Committees.

Mr. Kowalski is the owner of Wizard of OZ, a bespoke consultancy focused on helping companies utilize Opportunity Zones to grow their businesses while helping the surrounding community to grow and thrive. Previously, Mr. Kowalski was Counselor to the Secretary at the U.S. Treasury Department from 2017 until January of 2021. Mr. Kowalski was the Treasury official responsible for policy development of the regulations, forms, and instructions required to implement Opportunity Zones. He worked with Treasury and IRS staff as well as public- and private-sector stakeholders to provide as much flexibility for the use of the incentive consistent with the four corners of the statute. Mr. Kowalski has been a featured speaker at over 70 Opportunity Zone events in 30 cities in 20 states and Puerto Rico. He was named a “Top 25 OZ Influencer” in both 2019 and 2020 by Opportunity Zone Magazine. He is also a recipient of the Alexander Hamilton Award, the highest Treasury honor for employees whose performance and leadership demonstrate the highest standards of dedication to public service and the Treasury Department. Prior to Treasury, Mr. Kowalski was Deputy Staff Director of the Senate Budget Committee. He also served as the Director of Budget Review for the House Budget Committee. He started in Washington with the Congressional Budget Office (CBO) as a Principal Analyst in the unit responsible for preparing CBO’s baseline budget projections. In state government, Mr. Kowalski worked as Director of the Legislative Budget Office for the Missouri General Assembly, and as the senior individual income tax analyst with the Finance Committee for the New York State Senate. He started his career as a management analyst for the Deputy Commissioner for Audit in the New York City Department of Finance. Mr. Kowalski holds a Master of Public Policy degree from Harvard’s Kennedy School and a Bachelor of Arts from St. John’s College in Annapolis, Maryland.

Ms. Broderick is the Founder of FEAT Capital & Advisory, advising primarily female-led or growth stage companies on topics including financial and operational execution, executive leadership, organizational design and corporate cultural transformation. Prior to founding FEAT Capital & Advisory, Mrs. Broderick served as a director, senior executive, and financial expert across a range of organizations, and has 20 years of experience working with both large cap companies, as well as emerging tech and founder-led ventures. Most recently, Mrs. Broderick served as the Chief Operating Officer, CFO, and member of the Board of Directors of VICE Media. Prior to her role at VICE Media, Mrs. Broderick oversaw SEC Reporting and the global accounting operations for General Electric and served in senior financial leadership positions at NBC Universal, Endeavor and Deloitte. Mrs. Broderick holds a Masters degree and a Bachelor of Science degree in Accounting from the University of Connecticut, where she was also a four-year member and captain of the UConn Softball Team. Mrs. Broderick serves on the Board of Directors of the Girl Scouts of Connecticut and is heavily involved in fundraising for the University of Connecticut athletic department.

Mr. Brogan is the President of BB Land Holdings, a private real estate investment company, and an Officer of the Black-Brogan Foundation, a family foundation focused on empowerment through education. Mr. Brogan’s has extensive background in data networking, as he was an early employee at Breakaway Solutions, Blade Logic, Egenera, and Fuze. Over the years Mr. Brogan’s role ranged from Engineering to Sales, to Investor, and ultimately Board of Directors. Mr. Brogan’s extensive business background made him into an expert investor and advisor to early-stage businesses. Mr. Brogan holds a Bachelor’s degree from Boston College.

Mr. Cogsville is the Chief Executive Officer of The Cogsville Group, a New York-based private equity real estate investment firm founded in 2007. Since its inception, the firm has invested in $3 billion of commercial and residential real estate, representing over 4,000 assets in 49 states. Mr. Cogsville began his career as an attorney in the Structured Finance Group at Skadden, Arps, Slate, Meagher & Flom LLP. He then joined the Leveraged Finance Group at Merrill Lynch as an investment banker, and left Merrill Lynch to found RCM Saratoga Capital LLC, a boutique investment banking firm focused on generating value in the urban marketplace. Mr. Cogsville is Of Counsel with Akerman LLP, where his practice focuses on real estate development (specifically urban redevelopments, including opportunity zone projects), real estate financing, and real estate asset management. Additionally, Mr. Cogsville serves or has served on the Board of Marchex, Inc., the Board of Visitors of the University of North Carolina, The New York Urban League, Jazz at Lincoln Center, The Amsterdam News Editorial Board and founded the non-partisan voter registration initiative, Citizen Change. Mr. Cogsville holds a B.A. from the University of North Carolina at Chapel Hill and a J.D. from Rutgers University.

Mr. Drulias has been practicing private law in Westlake Village, California. Mr. Drulias formerly served as Director, Corporate Secretary and General Counsel of Fortune Natural Resources Corporation, a public oil and gas exploration and production services company that was listed on the American Stock Exchange. Mr. Drulias was also a stockholder and a practicing attorney at the law firm of Burris, Drulias & Gartenberg, where he specialized in the areas of energy, environmental and real property law. Mr. Drulias received his undergraduate degree from the University of California Berkley and has a Juris Doctor degree from Loyola Law School. Mr. Drulias is a member of the California and Texas State Bars. Mr. Drulias was selected as a director because of his senior executive officer and board service experience.

Mr. Oberweger has been a Vice President and Senior Business Development Officer at Stewart Title Commercial Services, a title insurance and settlement company providing services to the real estate and mortgage industries since October 2017. He has over 15 years of experience in the title insurance industry. Previously, from November 2015 to September 2017, Mr. Oberweger served as Managing Director & Counsel of First American Title Insurance Company. From September 2009 to November 2015, Mr. Oberweger served as Vice President & Counsel of Fidelity National Title Insurance Company and, from September 2005 to August 2009, as Counsel of First American Title Insurance Company. Mr. Oberweger served as chair of the Young Mortgage Bankers Association from August 2015 to December 2017, and since May 2010 has served on the Executive Board of Brooklyn Law School’s Alumni Association. From May 1995 to May 1996, he served on the Alumni Board of Macalester College. Mr. Oberweger is currently and has been since March 2018 a member of National Multifamily Housing Council and, since January 2020, a member of Urban Land Institute, ULI and National Association for Industrial and Office Parks. Mr. Oberweger has also previously been a member of the Mortgage Bankers Association, MBA of New York, The International Council of Shopping Centers and served as an elected member of the Representative Town Meeting in Greenwich, Connecticut from September 2011 to December 2017. Mr. Oberweger holds a Juris Doctor from Brooklyn Law School and a Bachelor of Arts from Macalester College.

Mr. Orser has been the President of Seaside Financial & Insurance Services, a San Diego, California based investment advisory firm. Mr. Orser began his career in finance supporting an Index Arbitrage desk at RBC Dominion Securities, then moved to Merrill Lynch where he worked on the trading desk for the Equity Linked Products Group. Thereafter, he then joined Titan Capital, a New York City based hedge fund where he traded equity derivatives, then worked as a proprietary trader for Remsemberg Capital trading equity and option strategies. Afterwards, he moved to the retail side of the investment management business with Northwestern Mutual, then later joined Seaside Financial & Insurance Services. Mr. Orser earned his Bachelor’s Degree in Finance from Syracuse University. Mr. Orser was selected as a director because of his extensive investment and finance experience.

Mr. Young has been the President and Co-founder of Tri-State LED, a subsidiary of Revolution Lighting Technologies (NASDAQ: RVLT), which provides LED solutions to commercial, industrial and municipal organizations. Prior to 2010, Mr. Young was a managing director and co-founder of Belray Capital, a Greenwich, Connecticut based real estate and investment firm, which was later acquired by Belpointe. Mr. Young has also held several positions in the investment and financial industry with MAC Pension Inc., Strategies for Wealth Strategies (an agency of The Guardian Life Insurance Company of America), and AG Edwards & Sons Inc. (now Wells Fargo Advisors). Ron earned his undergraduate degree from the University of Connecticut. Mr. Young was selected as a director because of his extensive investment and real estate development experience.