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Mr. Moises has over 20 years of real estate investment and financial management experience. His experience spans real estate acquisition, development, and asset management (more than 8,000 units repositioned). Together with Mr. Kodsi, Mr. Moises is the portfolio manager for Participant Capital. As CFO, Mr. Moises manages Participant’s investment strategy and related investment vehicles including capital structure formation for the firm’s large scale real estate projects. He oversees financial reporting and forecasting and is Treasurer of the Investment Committee.

Mr. Moises also serves as the CFO of Royal Palm Companies, LLC (“RPC”), an affiliate of Participant Capital and a leading mixed-use real estate development firm in the United States. At RPC, Mr. Moises leads the finance and accounting functions working closely with RPC’s institutional capital relationships.

Prior to joining the Investment Advisor and Royal Palm Companies in 2011, Mr. Moises managed multifamily real estate assets and tax lien certificate investment programs. Mr. Moises frequently delivers educational webinars on strategic investments and has presented at conferences and workshops in the United States and Latin America. Mr. Moises holds a master’s degree in Finance from Florida International University and an undergraduate degree in Business Administration from Universidad del Norte in Barranquilla, Colombia.

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Sergio Moises

Chief Financial Officer

Sergio Moises
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1.800.581.7227

Wells Fargo Center

333 S.E. 2nd Avenue Suite 3000

Miami, FL 33131

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The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

 

Participant Capital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commissions (SEC) which does not imply endorsement or approval. We do not provide legal or tax advice. Investing involves risks, including loss of principal. Past performance does not guarantee future results. SEC registration does not imply a certain level of skill or training. For additional important information view our ADV Brochure, found here: www.adviserinfo.sec.gov/firm/summary/304859 


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