Jon is Managing Principal and Co-Founder of Ascent Real Estate Capital. Jon is a licensed broker in North Carolina and specializes in sourcing, funding and managing commercial real estate assets. Jon has been involved on the principal side of over $80mm of commercial real estate investments in the past 4 years. Ongoing projects and past investments include adaptive reuse, single-family development, multi-family apartments and management of over 200,000 square feet of commercial real estate. Prior to founding Ascent, Jon lived in New York City where he was an equity derivatives sales trader at FGC Securities covering hedge funds, asset managers and investment banks. Jon began his career with Bank of America Merrill Lynch where he worked in structured products focused on real estate. He participated in all aspects of over $3 billion in commercial real estate debt obligations. Jon holds the Series 63 and 7 licenses.
Jon is a Charlotte native and graduate of both the Charlotte Country Day School and University of North Carolina at Chapel Hill where he studied psychology and economics. Jon is a member of Myers Park Presbyterian Church and a board member of The Corners Society, a Charlotte-based nonprofit that focuses 100% of its resources within the local community. Jon resides in Charlotte with his wife and two daughters.
Mark is a Partner at Ascent Real Estate Capital. Mark is responsible for sourcing, underwriting, structuring and managing investments on behalf of the company. Prior to joining Ascent, Mark was a Vice President at Bellwether Enterprise Real Estate Capital where he arranged debt and equity financing through life insurance companies, securitized loan platforms, commercial banks and private equity funds. Between 2014 and 2017, Mark originated or co-originated 38 transactions totaling over $375 million. Mark was a financial analyst at Bellwether Enterprise (formerly Capital Advisors) before being promoted to his role as a loan producer and started his career as a commercial real estate broker at Argos Real Estate Advisors.
Mark currently serves on the boards of Urban Ministry Center and the Renaissance West Community Initiative. He was a member of Center City Partners’ affordable housing task force and has been active in several leadership roles with the Urban Land Institute.
Mark is a Charlotte native and graduated from Princeton University in 2010.
Aaron is a Principal and Co-Founder of Ascent and an experienced broker in the Charlotte MSA market. Aaron's knowledge, experience and connection to the leasing & brokerage industry is a vital part of Ascent’s identification and operation of assets in the Carolinas. Aaron's primary responsibility is the management of Ascent Real Estate Partners, a third-party commercial real estate agency.
Aaron began his real estate career in 2003 and has developed office, medical-office, retail, multi-family residential and single-family residential properties. Aaron lives in Charlotte with his wife and two sons, and is an active supporter and volunteer at the Bechtler Museum and Forest Hill Church.
Caci brings over 12 years of residential and commercial real estate experience to the Ascent team. She focuses on Asset Management throughout the entire asset lifecycle from the acquisition process, development or renovation, operations through disposition.
Prior to moving to Charlotte from New York City, Caci worked for LCOR, a large residential developer, owner and operator. At LCOR, Caci was responsible for overseeing over $500M of multifamily renovation and development projects. She also provided third-party asset management and workout services for Lehman Brothers’ real estate portfolio. Before joining LCOR in 2010, Caci was a Senior Associate at AIG’s Investment Group (AIG Global Real Estate) focused on residential real estate acquisitions and asset management.
Caci graduated from Brown University Magna Cum Laude with Honors and holds a master’s degree from Harvard University. Caci is a licensed real estate broker in North Carolina and New York. She is a LEED certified professional and a member of ULI. She is an active supporter of several local charitable organizations focusing on opportunities for at-risk youth and the arts.