Team Member
and access,
Mr. Siegrist has over 25 years of financial services experience including real estate finance, private wealth management and investment banking. He now provides capital solutions to middle-market companies and leads the firm’s capital introduction business for alternative investment sponsors. Mr. Siegrist expertise helps provide alternative investment solutions to institutions and family offices. He started his career in Public Accounting and received his CPA along with the Certified Exit Planning Advisor (CEPA®) designation. He earned his BA in Accounting from Michigan State University and an MBA from USC Marshall School of Business.
