Michael Packman is the founder of Keystone National Properties. Packman began his career more than 20 years ago in the finance industry. During the first chapter of his career, Packman quickly rose through the ranks of the first firm he worked for, becoming the youngest Vice President in the firm’s history. Additionally, Packman oversaw the Long Island region for the brokerage arm of a major international financial firm. In 2003, Packman formed his own diversified financial company. After the downturn, real estate, especially 1031 exchanges, became a major focus. The company grew to a very well-respected advisory firm in the space and led to a successful exit from the business. Packman is Chairman of the C-Suite Network Specialty Tax Council, which focuses on innovative strategies to reduce or defer taxes. Packman’s entrepreneurial endeavors now also include co-founding Bundlefi, a financial technology start-up where he serves as Vice-Chairman. Packman frequently speaks at family office events both large and small as well as some of the nationally recognized business and real estate conferences. Packman is the 1031 expert contributor for the New York Real Estate Journal and has been featured in the Real Deal. Packman is a well-respected leader in his community who throughout the years has served on several advisory and non-profit boards.
firstname.lastname@example.org | 516-364-2745
Frank Clark is a Managing Director with KNPRE. He is a visionary leader and multiple entrepreneur with proven business and financial skills and demonstrated senior management expertise in a variety of companies and industries throughout his career. Frank has more than three decades of experience in finance, marketing, senior management, high stakes negotiations, project management, building teams, commercial real estate development, investments, technology, startups, and business development. He is the original co-founder of CytoSorbents, Inc (NASD: CTSO), a medical device company that has developed a novel device for blood purification used in critical care medicine and cardiac surgery. Frank raised more than $50 million for the company and established critical relationships with Fortune 500 business partners and thought leaders. Frank also worked as a financial advisor and wealth manager for seven years, and was previously a financial analyst in quantitative equity research for Merrill Lynch, Drexel Burnham and Templeton. He earned an MS in Real Estate Development and Investment from NYU and a BA in Mathematics from Fordham University.
email@example.com | 917.642.8697
Shlomo (Sam) Bregman, Esq. is the Managing Director of Keystone National Properties. His work has been featured hundreds of times in major media publications such as Forbes, Inc., Huffington Post, Fast Company, BuzzFeed, Yahoo, Bloomberg Radio, Readers Digest, MSN, Medium, and also by American Express, Microsoft, the United States Air Force Academy, and more. Shlomo is a Business Law Attorney with 15 years of experience, and is the Founder of The Law Offices of Samuel M. Bregman, as well as a Partner at Rubenstein Business Law. Prior to entering private practice, he garnered additional experience via stints with the Georgia Supreme Court (Justice Hugh P. Thompson), in the United States Senate (as a Legislative Assistant), with the Federal Trade Commission, and conducting research at Harvard Medical School. Shlomo is also an internationally recognized Rabbi, with hundreds of thousands of followers on social media and worldwide. He has served as Campus Rabbi at the University of Miami and Columbia University. Shlomo and his family live in the NYC area.
firstname.lastname@example.org | 646.761.8927
Tax Consultant and Strategist
Don has supported individual and corporate clients as a CPA for more than 40 years and as a registered representative for 18 years. Don has his BSIR and MBA from the University of North Carolina in Chapel Hill.
He began his career at Haskins & Sells in 1974 and was a partner at Deloitte Haskins & Sells from 1985-1990. In 1996, Don joined the financial services sector.
Don is a nationally recognized speaker, published author, and thought leader in the accounting and finance communities. His guidance has been sought out by the Journal of Accountancy, Hartford Business Journal, and statewide CPA magazines in Connecticut, Georgia and North Carolina. Don is a member of the American Institute of Certified Public Accountants (AICPA), NC Association of CPAs (NCACPA) and the Georgia Society of CPAs (GSCPA).