RICHMOND, VA — Capital Square 1031 announced that Margo Steahly, a 20-year veteran of the financial services industry, has joined the firm as national sales director. She will be responsible for national accounts and East Coast sales of 1031 DST programs sponsored by Capital Square 1031.
“Margo is a respected, seasoned financial services professional,” said Louis Rogers, founder and CEO of Capital Square 1031. “We are very pleased to add her to the Capital Square 1031 team.
With more than 20 years of experience ranging from wealth management to sales of DSTs and other private placement products, she is well-positioned to serve the growing number of broker-dealers and financial advisors who sell DST investments.”
Prior to her tenure at Capital Square, Steahly spent approximately five years as director of internal sales for Sandlapper Capital Investments, LLC. Previously, she served as director of tenant-in-common sales at Dallas-based ORIX USA, where she assisted in the development of the company’s scalable business platform. The platform aimed to incorporate a web-based due diligence information distribution system; a turn-key application and closing process for investors; and a server secured contact management database.
Steahly regularly participates in panel discussions at industry events, and previously was a member of ADISA’s legislative & regulatory committee, where she assisted with Congressional advocacy.
Steahly graduated from DePaul University in Chicago with a bachelor’s degree in business administration. She holds FINRA Series 7 and Series 66 licenses.