Paul W. Drury
POSITION Senior Managing Director, Strategic Capital, CNL Financial Group CAREER HIGHLIGHTS Paul Drury serves as senior managing director of CNL Financial Group and CNL Strategic Capital. He joined the CNL Strategic Capital team responsible for the day-to-day operations. Prior to joining CNL, Mr. Drury served as senior managing director at Levine Leichtman Capital Partners (LLCP), […]
Michael Tetrick
POSITIONS Senior Vice President, CNL Financial Group Investment Risk Officer, Fund Management, CNL Financial Group CAREER HIGHLIGHTS Michael Tetrick serves as senior vice president — investment risk officer for CNL Financial Group and serves on CNL’s investment committee, which is responsible for approving all real estate acquisitions. As part of his roles, Mr. Tetrick is […]
John McRae
POSITION Chief Investment Officer, Real Estate Investments, CNL Financial Group CAREER HIGHLIGHTS John McRae is chief investment officer, real estate investments for CNL Financial Group. In this role, he is responsible for all new real estate acquisition and development activity considered by CNL-sponsored real estate funds. He leads the CNL Real Estate Investment Committee and […]
Ixchell C. Duarte
POSITIONS Chief Financial Officer and Treasurer, Fund Management, CNL Financial Group Senior Vice President and Treasurer, CNL Healthcare Properties CAREER HIGHLIGHTS Ms. Duarte serves as chief financial officer and treasurer of CNL Healthcare Properties, Inc. She has served as senior vice president and chief accounting officer for all of CNL’s REITs, and previously held the […]
Tracey B. Bracco
POSITIONS General Counsel, Fund Management, CNL Financial Group General Counsel and Secretary, CNL Strategic Capital General Counsel, Secretary and Senior Vice President, CNL Healthcare Properties CAREER HIGHLIGHTS As general counsel of CNL Financial Group, Fund Management, Tracey Bracco oversees CNL’s fund platform. Her role consists of supervising board and corporate governance, securities matters and the […]
Brackston Helms
POSITION Senior Vice President, National Accounts CAREER HIGHLIGHTS Brackston Helms is a senior vice president of CNL Securities managing national accounts. In his role, Brackston oversees and manages the national accounts team, continuing the momentum in building the company’s overall syndication along with business development efforts. Prior to his current role, he spent 7 years overseeing […]
Gzim Muja
POSITION National Sales Director, CNL Securities CAREER HIGHLIGHTS Gzim Muja is the national sales director for CNL Securities, a national leader in raising capital from the broker-dealer community. CNL Securities has raised more than $19 billion through private and public offerings since its inception in 1982. As national sales director, he oversees all sales efforts […]
Erin M. Gray
POSITIONS General Counsel, CNL Financial Group and CNL Securities CAREER HIGHLIGHTS As general counsel of CNL Financial Group and CNL’s managing broker-dealer, CNL Securities Corp., member FINRA/SIPC, Erin Gray provides strategic in-house legal support for CNL and leads its distribution operations, compliance, and corporate and securities legal teams. Ms. Gray has been practicing law for […]
Lisa A. Schultz
POSITIONS Chief Services Officer, CNL Financial Group Board of Directors, CNL Financial Group CAREER HIGHLIGHTS As Chief Services Officer, Lisa Schultz is responsible for the alignment of CNL Financial Group’s strategy, brand, culture, leadership and technology to accelerate organizational performance. She oversees all facets of the private alternative investment firm’s marketing, communications, information technology and […]
Tammy J. Tipton
POSITIONS Chief Financial Officer, CNL Financial Group Chief Financial Officer, CNL Strategic Capital Interim Chief Operating Officer, CNL Strategic Capital CAREER HIGHLIGHTS Tammy Tipton is chief financial officer for CNL Financial Group and chief financial officer of CNL Strategic Capital. In this role Mrs. Tipton oversees the accounting, reporting, planning & budgeting, payroll and purchasing functions for […]