ADISA Announces 2020 President-Elect and Officers

Feb 03, 2020

At its first Board meeting of the year, the new ADISA (the Alternative & Direct Investment Securities Association) Board, elected by the membership in late 2019, selected its 2020 officers. Larry Sullivan of Passco Companies begins his term as the 2020 ADISA president (having been elected president-elect in 2019), and Brian Buehler of Triton Pacific Securities was elected as the 2020 president-elect and will serve as president in 2021. The other ADISA officers selected were: Sherri Cooke of AI Insight as vice president; Ann Moore of International Assets Advisory as secretary; and Mark Kosanke of Concorde Investment Services as treasurer. Greg Mausz of Preferred Capital Securities, ADISA’s 2019 president, will serve the Board as its immediate past president.

Serving as ADISA’s 2020 President, Larry Sullivan is President of Passco Companies where he guides the firm’s strategies for growth, and ensures that Passco’s core philosophy of investor-centric decision making is reflected throughout the company. During his career, Sullivan has been involved with more than $15 billion in real estate transactions on a national scale, including core, value add and development projects spanning across all major property and specialty sectors. Prior to joining Passco, he served as managing director of PM Realty Advisors, an institutional pension fund advisor.

Brian Buehler is Partner of Los Angeles based private equity firm, Triton Pacific Capital Partners, and is President & CEO at Triton Pacific Securities. Buehler has over 20 years of investment, product development and distribution experience within financial services, commercial real estate, alternative investments and private equity. He is a member of the firm’s investment committee, principal investor of varied portfolio companies and runs the firm’s capital markets strategy, bringing his expertise in building distribution platforms that have raised capital to support more than $2 billion of alternative investment strategies. Buehler actively advises and consults on strategic initiatives for U.S. based financial and investment firms and frequently speaks and contributes white papers on various financial services subject matter.

Sherri Cooke, CEO & Founder of AI Insight, has been in the financial services industry for more than 25 years. She founded AI Insight in 2005 with the goal of providing the financial planning community with a consistent database of alternative investment programs. Before she formed AI Insight, Cooke was an alternative investment industry consultant focused on product development and positioning, due diligence, compliance and key account management. She also worked in product marketing and education, as well as with the strategic implementation of alternative investment products within the broker-dealer community.

Ann Moore is the Chief Business Development Officer at International Assets Advisory. She received her Bachelor of Science Degree in microbiology from Brigham Young University in 1987. Moore began her professional career in 1988 as an underwriter for a large Insurance Company in Salt Lake City, Utah. In May 2008, Moore joined International Assets Advisory LLC, and in June 2016 she was promoted to Chief Business Development Officer after serving as IAA’s National Sales Manager. Moore also oversees the firms recruiting, hiring committee and transitioning teams, as well as the firm’s marketing department which includes marketing, advertising, communications, products and services, as well as practice development for IAA and its network of independent advisors.

Mark Kosanke, CPA, has nearly 30 years of Securities Industry experience. He is one of the founders of Concorde Investment Services (CIS), a Michigan-based Securities Broker/ Dealer firm and is a current owner of Concorde Holdings, CIS’s parent company. He is a President of Concorde Financial Group, which operates as an investment and asset management firm. Prior to Concorde he was at the Detroit office of Price Waterhouse where he concentrated on audit, taxes, and real estate. Mark is active in strategic tax planning and investment portfolio design with over $200 million in assets under management. He is recognized nationally for his proficiency in the 1031 Exchange area.

Greg Mausz is currently Chief Operating Officer for Preferred Capital Securities. Most recently Mausz held the role of Managing Director of Cape Securities and Cape Investment Advisory, a nationally ranked independent broker-dealer and SEC-registered RIA. He has spent 20 years in the financial services industry, serving in various leadership roles that resulted in raising over $8 billion in investor capital.

The other ADISA 2020 Board of Directors are: Brandon Balkman, Orchard Securities, who also serves as President of ADISA’s Foundation; Catherine Bowman, The Bowman Law Firm; John H. Grady, Practus; David Johan, Altruist Advisors; Nati Kiferbaum, Inland Private Capital Corporation; Matt Malone, FS Investments; Jean Merriman, The Strategic Financial Alliance (SFA); Joe Michaletz, Discipline Advisors; Vali Nasr, Claraphi Advisory Network; Brad Updike, Mick Law; and Tom Voekler, Kaplan Voekler Cunningham & Frank. Darryl Steinhause, DLA Piper, serves the board as its volunteer legal counsel.