Baker Tilly Names ‘Remy’ Francioli Lead Alts Wholesaler, VP of Capital Markets
Broker-dealer Baker Tilly Capital has named Jeremy “Remy” Francioli as vice president of capital markets. In this role, he leads wholesaling efforts for Delaware statutory trust offerings sponsored by BT REI Manager.
BT REI sponsors a variety of tax-advantaged alternative investments such as DSTs and opportunity zones, and places emphasis on student housing and multifamily housing.
“We are excited to promote Remy into this leadership role,” said Tyler Inda, president of Baker Tilly Capital. “He brings a tremendous combination of energy, professionalism and deep experience in the independent broker-dealer and [registered investment adviser] channels.”
Francioli has more than 25 years of experience in the financial services industry, with a focus on private equity and alternative investments. Prior to Baker Tilly, Francioli did stints at Green Vista Capital, Invst, and Bangerter Financial Services. He was senior vice president of sales at Bourne Financial Group from 2018 to 2022. Francioli was also vice president of sales at Triloma from 2015 to 2018.
Tracey Nguyen, president of BT REI said: “We are excited for the value Remy will bring to our partners, and the continued growth of our DST platform. His deep knowledge of investment products and tax-advantaged strategies positions him as a trusted resource for financial advisers, RIAs, and broker-dealer partners nationwide.”
Francioli earned his M.B.A. with a concentration in finance from Marquette University. He also has a bachelor’s degree in business administration from the University of Wisconsin, Stevens Point. He received the certified investment management analyst, or CIMA designation, completed through the Wharton School of Business. He also holds FINRA Series 7, 24, 63, and 65 licenses.
Baker Tilly Capital LLC is a broker-dealer, and BT REI Manager LLC distributes Regulation D private placements through independent broker-dealers, RIAs, and family offices nationwide. Both Baker Tilly and BT REI are wholly owned subsidiaries of Baker Tilly Advisory Group LP. The firm has experience in investment structuring, due diligence, capital raising, identifying cost-effective alternative capital sources of financing, securing tax credit and incentivized financing, and creating and executing real estate acquisition and disposition strategies.
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