(Beverly, MA) – January 14, 2016 – Brookwood Financial Partners, LLC (“Brookwood”), a nationally-recognized private equity investment firm, today announced that Albert Chan and Jill O’Leary have been promoted to Accounting Manager, and Adam Chin has been promoted to Assistant Vice President.
Mr. Chan and Ms. O’Leary have established themselves as leaders within the firm’s Portfolio Accounting Group during their eight and six years with the firm, respectively. In their new roles as Accounting Managers, Mr. Chan and Ms. O’Leary will each lead a team of accountants that will be responsible for the general accounting, financial reporting, budgeting and financial analysis of a portfolio of commercial real estate properties. Brookwood’s Portfolio Accounting Group provides accounting for the firm’s current real estate portfolio, which consists of 112 buildings and approximately 8.7 million square feet of commercial office space located throughout the United States.
Mr. Chin is an acquisitions analyst in Brookwood’s Corporate Acquisition Group, where he has worked for the past two years. He is responsible for performing financial analysis and conducting due diligence on all gas station and convenience store properties targeted for acquisition by BW Gas & Convenience Holdings, LLC, a Brookwood affiliate. Mr. Chin’s analytical support was instrumental to Brookwood’s first portfolio of gas stations with convenience stores in western Iowa on December 9, 2015, and his responsibilities will continue to expand as the firm targets to acquire approximately 600 convenience stores over the next several years.
“Al, Jill and Adam have all made tremendous contributions to the firm and are very deserving of their promotions,” stated Thomas Nicholas Trkla, Brookwood’s Chairman and Chief Executive Officer. “As Brookwood continues to grow and expand into new businesses, we expect these individuals to play increasingly important roles within the organization and we are happy to recognize their hard work and tremendous dedication to the firm.”
About Brookwood Financial Partners, LLC – Brookwood is a Massachusetts-based private investment firm founded in 1993 that specializes in acquiring and managing commercial real estate and corporate securities on behalf of a select group of institutional and high net worth investors, family offices and trusts. Since its inception, Brookwood has invested over $795 million of equity to acquire a portfolio of 199 assets with a realized and unrealized value in excess of $2.2 billion that has spanned multiple asset classes, geographical markets and industries across the United States.