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For years, conversations about money have remained off limits in even the most intimate of relationships. While older generations might still consider it taboo to discuss their money, younger demographics like Millennials and Gen Z are slowly starting to demystify money talks. In the last year and a half, thanks to the effects of the pandemic, people across the world have been keen to invest their wealth in the right place and more importantly, with the right people. One distinguished group that has serviced clientele globally for decades is Sterling Global Financial.
With a passion for performance, and more importantly the people they execute with and on behalf of, global alternative asset manager Sterling Global Financial is focused on real estate, infrastructure, and financial services.
They have earned a reputation for offering partners and investors private investment opportunities and services that are very unique to them. As experts in real estate, Sterling curates funds and opportunities for investors that are lucrative and designed to protect and grow capital, including their debt and equity funds, legacy projects like Hurricane Hole Superyacht Marina, world-class hotels including Montage Cay in partnership with Montage Hotels, residential developments and more.
They own and operate a bank and trust company in the Bahamas, a trust company in Cayman, and develop all their own projects with their own construction company. Established in 2005 by real estate veteran, David Kosoy, Executive Chairman & Founder, the Sterling Global group is now comprised of more than 75 professionals in 4 countries including the Bahamas, Canada, Cayman Islands, and the United States. The leadership team consists of senior executives that have led very successful public companies, real estate investment banks, pension fund platforms and global development companies. They are active in markets including the Bahamas, the United States, Canada, the UK, Cayman Islands, Ireland and more. With expertise in real estate investing, the group specializes in helping high net worth individuals and family offices re-invest and grow their wealth.
“I truly enjoy creating wealth for our partners. We have built an incredible team to execute on that promise.” says David Kosoy. Just by listening to David you get the sense that he really loves what he does and takes pride in using what they are experts at to create wealth for others. His passion is infectious.
What has set Sterling apart from many others is their alignment with their partners. It is a performance-based culture, and they are very quick to point out the fact that they feel that management alignment is the key to a great asset manager.
“I had watched Sterling do what they do for years, and I knew I wanted to be a part of the culture and success. I was an investor long before I jumped on board full time.” said Stephen Tiller, CEO and Director. Tiller previously served as President of BMO Capital Markets Real Estate Group and President of Brascan (Brookfield) Real Estate.
Their client base and partners are as diverse in needs as they are geographically. The principals have invested on behalf of private, family office and institutional investors for decades. And their client base is about to get more diverse as they have very recently opened their flagship mortgage fund to U.S. Investors for the first time. Historically only open to investors outside of the United States, they are excited about the new partnerships and people this will bring into the fold.
Adam Kosoy, Executive Vice President & Managing Director, USA, leads the U.S. platform from one of the fastest growing markets in the U.S., South Florida. “We are extremely excited to share these opportunities with the U.S. market. We have friends and family in this market that can now be a part of what we are building”, says Adam.
Sterling Global’s partners have grown purely by word-of-mouth, and they have distinguished themselves in the world of alternative investing. Backed by a world-class team, Sterling Global Financial continues to uphold its name, providing exceptional opportunities for their partners globally.
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