David Morgenstern brings a wealth of experience as a seasoned finance professional and investor, having worked in financial services and portfolio management for 35 years.
As a seasoned C-suite executive, he was the Director of Operations at a mid-sized mortgage company, overseeing all back-end operations, with monthly volumes ranging from $75 to $ 100 million. He has raised capital for real estate transactions and other asset purchases that total billions.
For the last decade, David has been an investor in a Cannabis Cultivation and Production operation and an Advisor facilitating Debt and Equity Financing, M&A, and other Cannabis transactions ranging from $ 1 million to $ 200 million. David is a trusted advisor and partner with extraordinary leadership skills, skilled at identifying value-adding opportunities and providing unequivocal value.
Jack Weinstein has nearly twenty years of experience in corporate finance and investor relations. He has served as interim or permanent Chief Financial Officer (CFO) for numerous businesses and private equity (PE) groups, including Anthos Capital, which manages $3.5 billion in assets; Henry’s Original, a major commercial agricultural enterprise in California; and Redbird Bioscience, a pharmaceutical manufacturer in the Midwest.
He previously worked for California-based investment bank GT Securities, advising clients on fundraising and M&A transactions across multiple verticals. Before that, he managed corporate development for a billionaire-backed family office. He started his career in corporate strategy at 20th Century Fox.
He is an expert in corporate architecture, corporate valuations, securing financing, building teams, and responsibly deploying capital. He holds an MBA from UCLA Anderson.
Marcellus SaenzRico, a new addition to the team, has been in the financial services industry since 2005 and serves as a commercial finance advisor, focusing on raising debt and equity financing for businesses and commercial real estate projects, with an emphasis on the Cannabis Sector.
For the past decade, Marcellus has successfully advised clients on creative financing solutions, including debt and equity financing, working capital, debt structuring, M&A, corporate finance, and investor relations, as well as true private lending, with volumes exceeding $500M. He owned and operated a retail mortgage brokerage with 35 loan officers during the mid-2000s.
Thereafter, he worked in the Oil and Gas field, raising venture capital with Swan Energy. Marcellus also played football, competing at the Division 1 level at the University of New Mexico. As a trusted advisor, Marcellus focuses on guiding principles of integrity and transparency and providing his clients with the highest level of customer service.