Trinity Capital Advisors
Address: 3021 Buchanan St, San Francisco, CA 94123 Phone: (415) 217-7070: : Category: : Hours: Website: : : : Place name: Website: http://trincap.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Trinity Capital Advisors Posting publicly on the Web Write a review Reviews Be the first to review
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Trinity Capital Advisors Employees
Trinity Capital Advisors April 2014 - Present
Carr Properties 2013 - 2014
Eastdil Secured / Wells Fargo Securities 2011 - 2013
UNC Kenan-Flagler Business School 2009 - 2011
ASB Capital Management 2006 - 2009
Walker & Dunlop 2005 - 2006
Skills
Valuation, Disposition, Asset Managment, Financial Modeling, Corporate Finance, Capital Markets, Portfolio Management, Financial Analysis, Real Estate, Investment Properties, Asset Management, Real Estate Economics, Credit Analysis, Market Analysis, Underwriting, Bloomberg, Due Diligence, Investment Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Corporate Finance, Real Estate
Washington and Lee University 2001 — 2005
BA, Economics, History
Trinity Capital Advisors January 2001 - Present
Trinity Partners February 1998 - Present
Urban Ministry Center January 2005 - Present
Charlotte Family Housing January 2013 - Present
Alexander Youth Network January 2011 - Present
Skills
Real Estate Development, real estate investment, Commercial Real Estate, Due Diligence, Investment Properties, Lease Administration, Real Estate Transactions, Lease Negotiations
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1983 — 1987
BSBA, Business
City National Bank April 2014 - Present
Signal Hill Capital April 2013 - April 2014
Montgomery & Co., LLC January 2012 - April 2013
SharesPost February 2010 - January 2012
El Molino Advisors, Inc. July 2008 - June 2011
Thomas Weisel Partners February 2007 - May 2008
Thomas Weisel Partners May 2005 - February 2007
Trinity Capital Advisors November 2000 - March 2005
Skills
Investments, Restructuring, Negotiation, Private Equity, Private Placements, Securities, Debt, Valuation, Financial Modeling, Venture Capital, Corporate Finance, Due Diligence, Financial Analysis, Equities, Investment Banking, Business Strategy, Start-ups, Business Planning
Education
Dartmouth College 1995 — 1999
BA
Polytechnic School 1989 — 1995
Rivercrest Realty Investors March 2014 - Present
Trinity Capital Advisors August 2006 - February 2014
Laureate Capital 2003 - 2005
Deloitte & Touche 2000 - 2003
Skills
Real Estate, Real Estate Development, Accounting, Real Estate Investment, Mergers, Disposition, Asset Managment, Location Intelligence, Leases, Brokerage, Financial Modeling, Tenant, Real Estate Financing, Private Equity, Tenant Representation, Land Acquisition, Landlord, Lease Administration, Real Estate Private..., Investment Properties, Asset Management
Education
Massachusetts Institute of Technology 2005 — 2006
MSRED, Real Estate Development
University of North Carolina at Charlotte - Belk College of Business 2000 — 2003
MS, Accounting
University of Kentucky 1996 — 2000
BA, Finance, Accounting
Kelleher Associates, LLC March 2009 - Present
Trinity Capital Advisors May 2007 - June 2008
Advanta Corp. November 1999 - February 2007
Buchanan Ingersoll January 1998 - October 1999
America's Best Contacts & Eyeglasses January 1996 - December 1997
Kravco Company July 1990 - December 1995
Blank Rome LLP 1976 - 1985
Skills
Leadership Development, Organizational..., Strategic Planning, Coaching, Change Management, Talent Management, Career Counseling, Team Leadership, Team Building, Executive Coaching, Public Speaking, Employee Relations, Leadership, Employment Law, Performance Management, Strategy, Business Development, Contract Negotiation, Training, Employee Engagement, Business Strategy, Risk Management, Negotiation, Career Development, Human Resources, Organizational Design, Employee Training, Workshop Facilitation, Onboarding, HR Consulting, Career Management, Conflict Resolution, 360 Feedback, Interviews, Executive Development, Management Consulting, Executive Management, New Business Development, Mediation, Management Development, Culture Change, Workforce Planning, Management, Organizational..., Policy, MBTI
Education
Temple University
JD, law
University of Pennsylvania
BA/BS, Elementary Education/Sociology
The Industry Bar May 2012 - Present
Big6Mix Consulting December 2008 - Present
Paramour at the Wayne Hotel March 2012 - May 2012
Osaka Japanese Restaurant December 2010 - February 2012
MangoMoon April 2009 - December 2010
Del Frisco's Restaurant Group August 2008 - December 2008
Trinity Capital Advisors January 2006 - July 2008
HSBC Global Banking and Markets October 2002 - December 2005
Skills
Strategic Planning, Financial Modeling, Valuation, Bar, Bartending, Business Development, Entrepreneurship, Financial Analysis, Food, Food Industry, Management, Marketing
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science (B.S.), Economics
Merrill Lynch September 2008 - Present
RW Collings January 2004 - July 2008
Trinity Capital Advisors January 2002 - December 2002
Cypress Funds January 2001 - December 2001
Montgomery Securities January 1996 - December 2000
Skills
Series 7, Alternative Investments, Series 63, Private Equity, Investments, Hedge Funds, Securities, Equities, Asset Allocation, Asset Managment, Fixed Income, Capital Markets, Financial Modeling, Investment Banking, Wealth Management
Education
Colgate University 1990 — 1994
B.A., English
Syracuse, Florence Italy 1993 — 1993
The Taft School 1986 — 1990
Burroughs & Chapin Company, Inc. September 2013 - Present
Grubb Properties February 2012 - August 2013
Bottom Line Partners, LLC October 2010 - February 2012
Trinity Capital Advisors November 2007 - December 2009
Faison September 2002 - October 2007
First Colony Development, LLC May 2001 - May 2002
Cogdell Spencer, Inc. December 1997 - May 2001
United States Fidelity & Guaranty July 1994 - July 1997
Highwoods Properties, Inc. June 1986 - July 1994
EREIM 1982 - 1986
Skills
Facilities Management, Real Estate, Accounting, Leases, Managerial Finance, Asset Management, Project Management, Lease Negotiations, Lease Administration, Six Sigma, Relationship Management, Cross-functional Team..., Asset Managment, Real Estate Development, Leadership, Budgets, Analysis, Loans, Real Estate Economics, Tenant, Finance, Disposition, Investments, Financial Reporting, Management, Commercial Real Estate, Contract Negotiation, Negotiation, Landlords, Property Management, Portfolio Management, Due Diligence, Financial Modeling, Brokerage, Financial Analysis, Location Intelligence, Cash Flow, Strategy, Corporate Real Estate, Valuation, Tenant Representation, Real Estate Financing
Education
Central Piedmont Community College 2010 — 2010
Project Management and Six Sigma Black Belt
Wake Forest University - Babcock Graduate School of Management 2005 — 2007
MBA, Finance, General
Appalachian State University
BSBA, Accounting
Trinity Capital Advisors May 2007 - Present
Education
Temple University - James E. Beasley School of Law 1978 — 1981
JD, law
University of Pennsylvania 1973 — 1975
BA/BS, education; sociology
D2 Management, LLC July 2010 - Present
MRA Group September 2009 - July 2011
Trinity Capital Advisors March 2005 - September 2009
Karman Development Group, LLC April 2000 - February 2005
Arthur Andersen LLP 1995 - 2000
Skills
Mergers, Real Estate, Real Estate Development, Due Diligence, Investment Properties
Education
University of Pennsylvania - The Wharton School 1991 — 1995
St. Joseph's Prep 1987 — 1991
Liberty Property Trust August 2011 - Present
The Kenney Agency January 2010 - August 2011
Trinity Capital Advisors March 2007 - July 2008
First Industrial Realty Trust 2004 - 2007
Opus East August 2002 - December 2004
Skills
Brokerage, Leases, Real Estate, Due Diligence, Disposition, Selling, Acquisitions, Asset Management, Commercial Real Estate, Corporate Real Estate, Entitlements, Investment Properties, Investments, Investors, Land Acquisition, Landlords, Lease Administration, Lease Negotiations, Location Intelligence, Mergers, Portfolio Management, Property Management, Real Estate Development, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Tenant
Education
Drexel University - LeBow College of Business 1975 — 1980
BS, Finance
Barrington Capital Corporation October 2014 - Present
Trinity Capital Advisors April 2008 - Present
Warmington Capital Partners March 2006 - April 2008
Skills
Mortgage Banking, Commercial Lending, Private Equity, Commercial Mortgages, Real Estate Development, Disposition, Real Estate Economics, Leases, Real Estate, Brokerage, Due Diligence, Investment Properties, Asset Management, Investments, Dispositions, Tenant
Education
University of Southern California 2001 — 2004
University of Southern California - Marshall School of Business 2001 — 2004
Bachelor of Science (BS), Real Estate Finance