Company: Publicly Traded REIT

Reports to: Chief Executive Officer

Key Relationships: Board of Directors, Audit Committee, Compensation Committee, Investor Community

Marcus & Associates was retained by a publicly traded REIT with a specialized, single-tenant portfolio and a disciplined, acquisition-driven growth strategy to identify a CFO with proven public company experience, strong capital markets expertise, and the credibility to represent the firm to investors and stakeholders. The firm sought a leader who could guide its expanding finance organization while maintaining consistent access to the public capital markets.

Through a highly targeted and competitive nationwide search, Marcus & Associates successfully placed a top-tier SVP of Corporate Finance from a Fortune 500 REIT on the West Coast. The candidate brings extensive experience across capital markets, investor relations, and corporate finance, with prior senior roles at another commercial REIT and at a prominent private investment firm focused on real estate and alternative assets, where he developed a strong buy-side perspective. He began his career at a premier independent commercial real estate research and advisory firm, holds a Bachelor of Science from an Ivy League university, and is a CFA charter holder.

The candidate’s combination of public REIT experience, buy-side insight, and strategic leadership makes him uniquely qualified to drive the firm’s growth initiatives, optimize its finance organization, and engage confidently with the investment community.

This engagement highlights Marcus & Associates’ ability to identify and attract senior financial executives who meet exacting compensation and experience requirements, while delivering the judgment, credibility, and market insight needed to succeed in complex public REIT environments.