Cottonwood Hires New Head of Sales for Its Southeast Territory
CW Markets Group, a branch office of Orchard Securities – the capital markets division and wholesale distribution arm of Cottonwood Communities – has hired Chris Lockwood as senior vice president of capital markets to cover wholesaling efforts in its Southeast territory.
Based out of Fort Lauderdale, Fla., Lockwood brings over 17 years of experience in the financial services industry. He spent the past five years with Pacific Oak Capital, which just ceased operations, wholesaling across the Southeast through both independent broker-dealer and registered investment adviser channels. Prior to that, Lockwood held a number of sales roles at CIM Group, Cole Capital and Vanguard.
In his new position, Lockwood will focus on building and strengthening relationships with financial professionals across the Southeast on behalf of Cottonwood investment opportunities.
“I’m excited to join a firm that puts investors first and delivers truly differentiated solutions,” said Lockwood. “This is a time of great opportunity in our industry, and I look forward to helping our advisers capitalize on what’s next.”
The news follows the company’s parallel announcement last month that it hired another senior vice president of capital markets, Cameron Lyner, to cover wholesaling efforts in the Northwest territory.
According to Cottonwood, Lockwood is known for his high-energy approach, deep product knowledge, and passion for helping advisers grow their businesses.
“We are pleased to welcome Chris to Cottonwood as our newest wholesaler, where his industry experience and relationship-driven approach will play a key role in expanding our presence and deepening partnerships across the Southeastern states,” said Eric Marlin, executive vice president of capital markets, CW Markets Group.
Lockwood graduated summa cum laude with a bachelor’s degree in business and communications from Arizona State University. He holds FINRA Series 6, 7, and 63 licenses.
Last month, AltsWire reported that Cottonwood Communities Inc., a multifamily sector-focused $2.3 billion real estate investment trust, and RealSource Properties Inc., a private owner of multifamily properties, are merging to create a combined company with estimated gross assets of $2.8 billion. Under the terms of the merger agreement, RealSource will merge into a wholly owned subsidiary of Cottonwood.
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