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Bruce Ford with Transwestern, Raj Chokshi with Redwood Wealth Management, and Steven Eisenstein with Classic Tents & Events and Coastal Restaurant Equipment Rentals

October 5, 2018 by angishields

Atlanta Business Radio
Atlanta Business Radio
Bruce Ford with Transwestern, Raj Chokshi with Redwood Wealth Management, and Steven Eisenstein with Classic Tents & Events and Coastal Restaurant Equipment Rentals
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Transwestern
Bruce Ford is Transwestern‘s president for the Southeast region based out of Atlanta. In this role, he oversees all the firm’s business lines, including owner services (agency leasing, property management, and investment sales), tenant advisory, healthcare and development.  Bruce is responsible for all business development efforts and recruiting strategies. He is also responsible for Transwestern’s regional operations, overseeing the day-to-day management, financial planning, and marketing of the firm’s Southeast offices including Atlanta, Miami, Orlando and Nashville. Prior to joining Transwestern, Bruce served with GVA Advantis as regional president of Georgia and the Carolinas. His responsibilities included leading business development activity and managing all brokerage, property and asset management, and construction services for the region. Bruce also directed the companies that ultimately became GVA Advantis, including the management services group of Armada/Hoffler as early as 1989. Before joining Armada/Hoffler, Bruce worked with the Smith Companies in Washington, D.C., where he managed some of the company’s most recognized projects. Bruce Ford and Transwestern were recognized by national research firm CoStar as a “Power Broker” in 2009 for the volume of transactions completed by Transwestern in Atlanta during that year. Bruce holds the designation of Real Property Administrator (RPA) from the Building Owners & Managers Institute, since 2008 he has been included in the Atlanta Business Chronicle’s “Power 50,” a guide to Atlanta’s top 50 industry leaders. Bruce served as the immediate past Chairman of the Board of Trustees for Holy Innocents Episcopal School and is currently serving on the Board of Directors for Buckhead Coalition as well as an active Board Member with Make A Wish, Georgia. Under his leadership the Transwestern Atlanta office has been consistently recognized as a “Best Places to Work” from the Atlanta Business Chronicle and the Atlanta Journal Constitution.
Follow Transwestern on LinkedIn and Twitter.
Raj Chokshi is the Wealth Manager and Partner at Redwood Wealth Management. Follow Redwood on Facebook and LinkedIn.
Steven Eisenstein started working in the hospitality sector at a young age. His father was a food salesman and exposed him to his clients while growing up. He started his first job as a dishwasher. The restaurant was called Plaza Pizza located next door to Plaza Theatre in midtown Atlanta. He slowly moved over to the cooking side and learned all about Sunday brunch. While in high school he delivered wholesale spices to the Buckhead Life Restaurant group. At age 16, Gerry Klaskala offered him a job as a prep cook working at the Buckhead Diner. He learned all about an upscale restaurant with high volume. Some of the chefs there had studied culinary at the Culinary Institute of America in Hyde Park, NY, and a few had graduated from Johnson & Wales University. All throughout high school he worked in various positions in the kitchen learning about the fry station, the pantry station responsible for cold salads, and desserts. As time went on he applied to college to study hotel-restaurant management at several locations. In May of 1991, he was accepted at Johnson & Wales University in Providence, R.I. After four years of college and two degrees he started working for Masterpiece Creations by Volume Services at the Cobb Galleria. He learned all about catering in really large banquet spaces and ballrooms. He worked in all the aspects of catering for the “in house caterer”. He spent time in the concessions area, the beverage department, the purchasing department, the culinary team, the stewarding department and ended up in the sales department. He was later tasked for creating the off premise division where he learned a great deal. He figured out quickly that this is the craziest and most challenging position ever. Next chapter was spending time working in hotels. He spent many years working as a catering sales manager at a few different locations. Wyndham International was where he started and worked for them at two different properties. He moved into a much bigger hotel after that at Starwood. The Westin Atlanta North is where he learned about kosher catering. In February 2003, along with a close friend, they started a business called P2 Productions- Planned to Perfection which was a full service event planning business. They helped both corporate events and social event plan everything from start to finish. The business lasted for 2 years and then they both realized that having steady paychecks with benefits was much better for each of them. In October 2004, Steven joined the team at Omni Hotels in the catering sales department. This hotel was a prime location for affiliates hosting events at the Georgia World Congress Center. This was a perfect experience bringing a great of large events with lots of food and beverage and all sorts of themed events. During the time working there, he became the president of the local Atlanta Chapter of NACE which is the National Association of Catering & Events. After four years, a friend recruited him to work for Wolfgang Puck Catering, a division of Restaurant Associates and Compass Associates, located at the Georgia Aquarium. A kosher kitchen was also a part of the equation while working at the world’s largest aquarium. In March 2010 his position at Wolfgang Puck was eliminated and he was ready to take a break from catering. He wanted to still keep my finger on the pulse of events, since he had a passion for the hospitality industry. While networking in NACE, he had met so many different types of business owners and he wanted to help grow a business he could run. Ria Bruns was the current owner of Classic Tents & Events, which had started in 2000. She was looking for an exit strategy and Steven was in search of a business. He studied her operation for a good month and was looking for ways to add more revenue to the operation. In August 2010, they acquired her business and also made Karen Alcock a partner in the company. In 2013 they relocated the business into a 44,000 square foot warehouse. Their previous space had hindered us from growing. They added more staff to the operation and we bought a large washing machine to handle cleaning all of our tent inventory in an efficient manner. In September 2016, Steven and his father, Bernie Eisenstein, purchased Coastal Wholesale and changed the named to Coastal Restaurant Equipment Rentals. In October 2016, they moved all inventory into the Classic Tents & Events warehouse. Steven is happily married to Lynne and is the father to 3 wonderful children.
Follow Classic Tents on Facebook, LinkedIn, and Twitter.

Tagged With: Redwood Wealth Management, Transwestern

Structuring and Managing Investment Portfolios

May 27, 2015 by Mike

Gwinnett Studio
Gwinnett Studio
Structuring and Managing Investment Portfolios
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Bill Leonard, Robert Port, Craig Frankel, Lane Steinberger

On this episode of “Wealth Matters”, hosts Craig Frankel and Robert Port discuss the issues and challenges in structuring and managing an investment portfolio with their guests Bill Leonard and Lane Steinberger.

Bill Leonard/Taylor English Duma LLP

Bill Leonard, a partner at Taylor English Duma LLP, has over three decades of experience in litigation involving securities and investments, liability of directors, officers, managers, and partners of businesses, shareholder and member rights and fiduciary duties, accountant and auditor liability, law firm liability, and banking law. His experience includes class actions, lawsuits in federal and state courts in many different states, and arbitrations. Mr. Leonard is also a trained mediator and has served as an arbitrator for securities disputes. He conducts internal investigations into potential wrongdoing by officers, directors, and employees of corporations. He has represented officers, directors, accountants, brokers, and other professionals in investigations by the Securities and Exchange Commission (SEC), the New York Stock Exchange, the Commodities Futures Trading Commission, and the Department of Justice. He has represented investors, stockbrokers, and brokerage firms in lawsuits and FINRA arbitrations concerning stocks, bonds, and options.

Mr. Leonard has been counsel to parties in litigation involving insurance coverage, restrictive covenants, tax sharing agreements, mergers and acquisitions, computer software, and other business disputes. He has represented shareholders in asserting dissenters’ rights in connection with corporate mergers and asset sales. He has also handled fiduciary litigation in several contexts, such as the representation of employees in litigation against trustees and corporate sponsors of ERISA plans to recover benefits and for breach of fiduciary duty, waste, and conflicting interest transactions.

Mr. Leonard investigated and asserted claims as counsel to the Federal Deposit Insurance Corporation against directors, officers, and attorneys of failed financial institutions in several states. As counsel to the National Credit Union Administration, he headed the investigation and assertion of claims against directors, officers, and attorneys of two Massachusetts credit unions, including uncovering the largest real estate fraud in United States credit union history.

LinkedIn Profile: https://www.linkedin.com/pub/bill-leonard/1b/68a/916

LinkedIn Company Page: https://www.linkedin.com/company/taylor-english-duma-llp

Lane Steinberger/Redwood Wealth Management

As chief investment officer, Lane Steinberger brings more than 20 years of experience in the world of finance and investing to Redwood Wealth Management. Lane also comes from a long line of entrepreneurs, including his grandfather and father, who owned a grocery store and furniture business in Statesville, N.C., that was established in the early 1900s

Lane’s path to Redwood started with Bank of America in Charlotte, N.C., advising clients on the foreign currency markets and derivative strategies, his first job after attending North Carolina State University. From there, it was on to international finance studies in Vienna, Austria, and Bangalore, India, as part of the University of South Carolina’s nationally ranked International MBA program.

He joined BellSouth in 2000, where he managed a $5 billion fixed income/bond portfolio for the company’s pension fund while also working as the fund’s asset allocation strategist, managing the asset allocation of the entire pension portfolio.

After BellSouth, Lane finally followed in the footsteps of his father and grandfather and started Alexander Investment Advisory, which later merged into Redwood.

Today, he holds both the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations, a distinction shared by few advisors. He intends to be a lifelong student since he is now currently working towards a Doctorate in Business at Georgia State University.

He has also served as a board member and media/communications head of the CFA Society of Atlanta and volunteers on the budget and finance committee for the JF&CS charity.

 

LinkedIn Profile: https://www.linkedin.com/in/lanesteinberger

LinkedIn Company Page: https://www.linkedin.com/company/redwood-wealth-management-llc

Facebook Page: https://www.facebook.com/RedwoodWealthManagement

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to listen to past episodes of “Wealth Matters’, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

 

 

Tagged With: craig frankel, Estate Dispute, finance, financial plans, financial portfolios, Gaslowitz Frankel, investment portfolios, investments, lane steinberger, managing portfolios, Redwood Wealth Management, Robert Port, securities, Taylor English Duma, wealth, Wealth Matters, WEALTH MATTERS RADIO

High Velocity Interviews Junior Achievement Leaders: Sr. Manager Jerrod Compton, Instructor Shawn Meade, and JA Fellows Cheyenne Cheathem, Adam Warren, and Jose Vega

July 11, 2011 by Stone Payton

High Velocity Radio
High Velocity Radio
High Velocity Interviews Junior Achievement Leaders: Sr. Manager Jerrod Compton, Instructor Shawn Meade, and JA Fellows Cheyenne Cheathem, Adam Warren, and Jose Vega
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Today we learned all about the Junior Achievement Fellows program from several perspectives . . .

We spoke to JA Sr. Manager Jerrod Compton, long time dedicated Volunteer and local businessman Shawn Meade with Redwood Wealth Management — and then we got the inside scoop directly from 3 enthusiastic, entrepreneurial JA Fellows: Cheyenne Cheathem, Adam Warren, & Jose Vega

Cheyenne Cheathem is a Rising Senior at the Kennesaw Mountain High School Academy of Mathematics, Science, and Technology. Adam Warren is a graduating senior from the Weber School and has completed his second year in the JA Fellows program. Jose Vega is a rising sophomore at Campbell HS in Cobb County and will be entering his second year as a JA Fellow this upcoming Fall.

As a JA Fellow, high school students develop the assets that will set them apart when competing for scholarships, in college, & beyond including:

– Leadership Team Building & Collaboration

– Financial Literacy & Entrepreneurship

– Business Etiquette Communication & Networking Skills.

The program offers a unique opportunity for self-motivated high school students to gain in-depth, hands-on experience that helps them become tomorrow’s entrepreneurs and leaders. Students meet once a week for two hours with a group of their peers to pursue bold, ambitious goals. They gain valuable insight on financial literacy and the free-enterprise system, and are able to interact with prominent business, community & civic leaders that will help them gain access to internship and scholarship opportunities.

* STAY TUNED FOR JA RADIO: Junior Achievement of Georgia will be launching their very own Business RadioX TM show soon !

 

Tagged With: JA Fellows, Redwood Wealth Management, Shawn Meade

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