Walter is a founding principal and the managing member of numerous companies, including Piedmont Private Equity LLC, Piedmont Energy Connection LLC, Yukon Property Consultants LLC, and Charleston Equity Partners LLC.
Walter spent over 20 years in various leadership roles at Wachovia Bank, NA in Winston Salem, Charlotte and Atlanta where, among other responsibilities, he managed the tax planning units for Western North Carolina and Georgia. He has spoken locally and nationally on various tax and real estate topics, including addressing conferences sponsored by the Federal Reserve Bank of San Francisco and the Brookings Institute in Washington, DC. He holds inactive certifications in both trust and financial advisory services and as a real property appraiser.
Mark is a founding principal and member of numerous companies including, Piedmont Private Equity LLC, Piedmont Energy Connection LLC, Yukon Property Consultants LLC, and Charleston Equity Partners LLC. In his various roles, Mark has been responsible for the sale and purchase of over half a billion dollars of real estate.
Mark has held Series 7, 6, and 63 licenses and is a Certified Financial Planner (CFP®). His experience includes real estate development, fund management, financial planning, wealth strategies and asset and liabilities management for high net worth clients including state tax credits, equities, fixed income and real estate management. He also has experience in structured asset financing of triple net lease properties.
Tim began his professional career in 1988 in the tax practice of Price Waterhouse (now PricewaterhouseCoopers) and subsequently launched and operated his own CPA practice. For more than two decades, he has been an accomplished financial executive in the real estate, healthcare, business services and technology sectors. Tim’s disciplined financial leadership and execution of value-enhancing business and investment strategies have consistently produced long-term exit opportunities for owners.
Tim has held CFO and SVP Finance positions with five private equity firms and portfolio companies. He was the senior finance officer for a multibillion-dollar real estate investment firm where he was responsible for accounting, banking, tax compliance and investor reporting for the firm’s investment funds which had total real estate assets of more than $4 billion. He has successfully closed almost $3 billion in real estate transactions.
Eric serves as Vice President of Finance and maintains oversight over project acquisition, diligence, and fund performance and financial reporting. He has served as VP of Finance for multiple portfolio development and operating companies. Eric garnered vast experience in 11 years in public accounting, with firms including Top 20 super-regional Carr Riggs Ingram and Top 100 firm Frazier & Deeter, gaining expertise in the areas of real estate and construction, REIT consulting, manufacturing and distribution, nonprofit, transportation, healthcare, and strategic planning for high net-worth business owners and investors.
Eric holds a CPA designation and obtained a Masters of Accounting from Kennesaw State University in Atlanta, and a BBA from Georgia State University. He has served as an adjunct professor with local colleges and as an instructor for continuing professional education courses. He is an active member with the AICPA, GSCPA, Urban Land Institute, and serves in the community through leadership at Northside Church in Roswell Georgia and various local organizations.
Lauren serves as general legal counsel to the firm. She represents the firm in its ongoing, daily business operations, as well as conducts and oversees the acquisition and disposition of assets managed by the firm. She joined the firm in 2012 after leaving a boutique real estate practice.
Lauren has extensive experience with capital market offerings, tax equity, commercial real estate and real estate finance. She collaborates with outside counsel on a variety of complex security and tax equity offerings. She is an active member of the Georgia bar and various community organizations.
Lauren received her bachelor’s degree in Finance and Economics and her juris doctor from the University of Alabama.
Jill Matlock Hall serves as the Chief Administrative Officer for Piedmont Private Equity LLC, Yukon Property Consultants LLC, and Piedmont Energy Connection LLC. She is responsible for human resources, data management and internal accounting and has been with us since inception.
Jill has a BSBA in Finance from East Carolina University and is a Certified Financial Planner (CFP®). Prior to joining our team, she was a Vice President with SunTrust Bank serving as a Personal Trust Officer in the Private Wealth Management Group. Jill began her banking career in North Carolina at First Citizens Bank, and later moved to Atlanta where she joined the Wealth Management Group at Wachovia Bank.
Brice is the Director of Investor Relations, serving as the primary liaison amongst hundreds of investors and third party advisors and professionals across a multitude of development and operating entities. He also manages the firm’s compliance and reporting for varied federal and state agencies.
Brice spent a decade in the public accounting realm with both a “Big 4” and a super regional firm. His experience was concentrated in real estate development and management, manufacturing and nonprofit clients. He followed his public accounting tenure serving as the Corporate Controller for two real estate development firms in the Carolinas.
Brice obtained his Bachelor of Arts from the University of North Carolina at Chapel Hill. In addition, he received a Masters of Accounting and Finance from the University’s Kenan-Flagler Business School.