PRINCIPALS DIRECT GROUP is a full-service real estate brokerage and consulting firm that works exclusively with principals who own, operate and develop international income-producing real estate.
Chief Operating Officer
Steve Kirschner has been a licensed commercial real estate broker for decades and operated his own brokerage in Suffolk County, New York. He has personally brokered the sale of hundreds of millions of dollars of income-producing investment properties nationally as well as owner- and tenant-occupied commercial real estate in the New York metropolitan region.
In 2016, Mr. Kirschner founded the Income Real Estate Operations Network (IREON), an exclusive network of commercial real estate service providers and product suppliers serving owners, developers, and managers of income-producing real estate in the New York metropolitan region. There, he serves as Chief Operating Officer, leading its business development and marketing force.
He was previously Membership Chairman for the New York and Long Island real estate chapters of Gotham City Networking, which brings together service-oriented professionals in complementary fields to share contacts, ideas, and resources. Under his leadership, he founded the Long Island chapter in 2015, and grew the New York chapter from 15 to 50 members. In 2013, the organization’s 1,000 members honored him as “Networker of the Year.”
Mr. Kirschner is a graduate of Pace University and is active in its alumni association. He also formerly served as Chairman of the Board for the Advancement of Commerce & Industry on Long Island after being an active board member for more than five years, and served on the Board of Directors of the Suffolk Y JCC for more than 35 years.
Robert Alan Davis
Executive Vice President /
Director of Business Development
Robert Alan Davis has joined Principals Direct Group ias Executive Vice President/Director of Business Development.
Armed with a venerable history of business building, Mr. Davis’ career spans the development of businesses managing raw materials import export, manufacturing plastics and online telephone directories.
He is the Founder and President of the RA Davis Family Office, which focuses on DeFi (Decentralized Finance) and the strategic development of projects in the burgeoning blockchain industry, mainly on the Tezos ecosystem.
Decentralized Finance is the groundbreaking work of transferring the worldwide functionality of brick and mortar finance like banks onto the Blockchain. In this process, profitability rises drastically as costs are slashed by 99%. His work at the RA Davis Family Office encompasses creating and managing a diverse roster of sales projects, from intangible financial products to real estate assets, sports brokerage, and nationwide contract housing in a project known as Homeward Bound.
Edward W. Gordon
Founder / President
Customized Wealth Preservation
Tax Efficient Strategies
Preservation Capital Partners
Edward Gordon began his career in 1990 and has decades of experience in the field of business and estate planning, serving as Founder and Guiding Principal of Preservation Capital Partners, a private wealth planning advisory firm. He is experienced in creating customized strategies and plans for wealth enhancement, its preservation and succession, including an alternative to a 1031 exchange to avoid or reduce capital gains taxes. These strategies are fully supported by the highest standard of legal and accounting authorities.
Mr. Gordon is a frequent panelist and speaker at industry events. He has authored several articles and a book on estate planning and related topics. He is a graduate of the State University of New York with a major in business economics and finance.
He is an active member of The Study Group, an organization devoted to the promotion of ethics, education, and technical advances in the financial services sector. He also belongs to the American Society of Certified Estate Planners and Society of Trust and Estate Practitioners.
Jordan M. Toder CEP, CLU
Principal, Preservations Capital Partners, LLC
Jordan Toder is an expert in life insurance audit, analysis, and uses of insurance in business and estate planning applications with over 35 years of industry experience.
Prior to joining Preservation Capital Partners, Jordan was the Insurance Specialist for Merrill Lynch Private Banking and Investment Group in New York City. Jordan specialized in insurance structures for their high net worth clients, defined as minimum $10 million investable and routinely mid eight to nine figure relationships.
Market sectors included private equity, Fortune 500 directors and officers, charitable organizations, and inherited wealth. Sales increased exponentially (1800%) during his tenure.
Preceding Merrill Lynch Jordan was associated with Arnone, Lowth, Fanning, Wilson & Rubin, Inc.- a regional estate planning firm with offices in NY and FL. Jordan exhibited skills in communication strategies to high net worth prospects supporting their wealth transfer and accumulation objectives. Market sectors served were closely held companies in manufacturing, a national retail and real estate development.
He began his career as an agent for Equitable Life, where he was awarded the Hall of Fame medal, a lifetime production award, among other annual production awards.
Jordan received a Bachelor of Science degree from the State University of New York at Albany and holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College, Bryn Mawr, PA.
Neil F. Axler, MRICS
Corporate Advisory & Valuation Services
B. Riley Advisory Services
Neil is the Managing Director with B. Riley Advisory Services (formerly Great American Group), based in New York. Neil is a valuation consulting professional with over 20 years of experience in complex assignments involving individual assets and portfolios of large income-producing residential, commercial and industrial properties.
His most notable assignments have included major office buildings, multi-family residential developments, regional shopping centers, industrial and warehouse facilities, hotels, golf courses, subdivision land, and mixed-use and special use properties.
He has worked extensively throughout North America, Europe and Asia. His clients have included both major public and private corporations – domestic and international – as well as the United States government. Neil is also a member of Royal Institution of Chartered Surveyors.
Steven J. Lifton
Steve Lifton has been active in the real estate and finance arena for over 35 years. His expertise includes sourcing, renovating, stabilizing, and managing commercial real estate properties; as well as securing funding for large commercial properties.
Cambridge Wilkinson is a global investment bank. Our clients rely on us to complete an acquisition, expand their product line, or capitalize for growth. We are industry agnostic with extensive expertise in real estate, specialty finance, consumer finance, sports & entertainment, infrastructure, healthcare, technology and transportation businesses.
Debt and equity capital raises – No upper limit
· Raising minority equity, control equity, and equity growth capital.
· Raising debt from senior secured to unsecured facilities.
· Real Estate Focus
Our Real Estate Investment Banking Team brings a strong track record of executing capital market mandates to support real estate transactions including office, storage, hotel & hospitality, retail properties & shopping centers, multifamily properties, mobile home, workforce housing, industrial & manufacturing, and general real estate development projects. Working throughout the United States, we are geography and property type agnostic. Real Estate companies and developers rely on us to buy or construct additional properties, expand into new geographies, and add new property types to their portfolios. We are successful in establishing programmatic JV Equity facilities for our clients as well as providing mezzanine and debt facilities as needed.
Specialty Finance Focus
· Our Specialty Finance Group provides focused services to North American companies, including asset-based lenders, factors, purchase order finance companies, equipment lessors, trade finance providers, bridge lenders, consumer finance companies, non-bank real estate lenders, financial technology companies and all other specialty finance firms. Commercial and consumer finance companies rely on us to help increase lending power, complete acquisitions or capitalize on growth opportunities.
Environmental, Social, and Governance (“ESG”)
· ESG has a positive impact on social activities that promote health and safety, protect human rights and encourage green initiatives such as air, land water, ecosystems and human health. These include a focus on waste and pollution, air emissions and quality, carbon footprint, energy use and conservation, resource depletion, greenhouse gas emission, water quality, deforestation, and climate change. ESG opportunities are important to Cambridge Wilkinson and an area that they are currently focused on and see it growing in the future.
Completing transactions quickly requires a highly targeted approach, knowing who to go to, and who is the best fit. Cambridge Wilkinson has a network built over decades of successful transactions which includes bank and alternative lenders, credit funds, large family offices, institutional investors, private equity, offshore relationships, and strategic and financial buyers and sellers. With deep transaction experience and sector expertise, we have established relationships throughout most industries.
Strategic Cryptocurrency Advisor
Chief Innovation Officer at Tezos Israel
Founder of Mavryk Finance & Tezos Dynamics
Mavryk is a cryptocurrency-based lending platform that allows users to independently create their own loans without the cumbersome need for bankers or paperwork, and rewards stakeholders for contributing to the network’s stability and governance.
By depositing collateral into a Mavryk vault, users are able to mint for themselves a loan in the form of a stable-coin pegged to the US dollar. This allows borrowers to independently free the trapped equity locked in their own assets, rather than having to sell them or take a 3rd party loan. Built using smart contracts on the Tezos blockchain, Mavryk utilizes a unique governance model to ensure the stable-coin’s parity to USD and platform solvency. Operating in a similar manner to a co-op, Mavryk incentivizes ecosystem participation by rewarding stakeholders.
Mavryk Finance is part of a suite of cryptocurrency solutions in development from Tezos Dynamics.
Strategic Business Advisor
International Management Consulting
Vikash Jha has over 20 years of international management consulting experience (United States, India, Middle East) across Fortune 100 companies (Bank of America, Goldman Sachs, and several others).
Currently, Mr. Jha advises Founder/Entrepreneurs, C-Suite and Senior Executives in the US and globally, by identifying non-obvious and innovative opportunities, and by leveraging Private Equity, Family Offices, Venture Capital, Hedge Funds, and capitalizing interests in the growth of their firms.
His focus areas are:
Commercial Real Estate: Hotels (Chains, Luxury, Boutiques), Hospitality, Multi-family units; Office and Retail; Commercial and Shopping centers; Industrial, Medical and Recreational centers; Manufacturing, Warehouses, and Storage facilities.
Start-ups (pre-seed, seed, Series A through pre-IPO): FutureTech (FinTech, HealthTech, SustainableTech, Clean EnergyTech, FoodTech, WellnessTech); B2B and B2C platforms; Smart Cities; Autonomous Vehicles; Blockchain; Cybersecurity, AI, Machine Learning, Cloud-computing, and Internet Of Things (IoT).
International business development: Advisory services for global companies to expand in the US as well as US and International companies to expand globally, including India.
Mr. Jha has an M.B.A. from the Institute Of Rural Management, Gujarat, India and a B.S., from the University Of Delhi, New Delhi, India (both, India’s top-ranked programs).
He also holds advanced certificates in Strategy Execution from Harvard Business School and Digital Transformation from Massachusetts Institute of Technology (MIT).
Over the last two decades, Mr. Jha has advised Goldman Sachs, Bank of America, Merrill Lynch, Deutsche Bank, Barclays Capital, PepsiCo, Philip Morris, JP Morgan Chase, and GMAC (now Ally Bank) in the areas of Corporate Strategy, Mergers and Acquisitions, Corporate Spin-Offs, Board and Executive Advisory, Enterprise Risk and Regulatory Management, Operation Optimizations, Product Development and, Corporate Restructuring.