Jamie Shepherdson is a Founding Principal of CR Capital Group, and previously served as a member of the Board of Managers of Steadfast Capital Markets Group, LLC. To date, Steadfast has acquired over 20,000 apartment units for an acquisition value in excess of $2 billion. Prior to Steadfast, Mr. Shepherdson was President of Retirement Services and a Senior Executive Vice President of AXA Equitable. Mr. Shepherdson had overall responsibility for AXA Equitable’s retirement and annuity business which included wholesale distribution through AXA Distributors, the company he co-founded in 1996. While at AXA, Mr. Shepherdson oversaw over $30 billion in sales. Additionally, he was Chairman of AXA Life Europe and CEO of AXA Global Distributors where he distributed proprietary annuity products through global and national banking institutions throughout Europe.
Through his 35 year career, Mr. Shepherdson has gained comprehensive experience within the wholesale distribution of life and annuity insurance products, mutual fund, real estate and oil and gas assets with roles as President and CEO of John Hancock Funds, co-CEO of MetLife Investors and Vice Chairman of McGuiness Companies. He has been recognized for dramatically increasing year-over-year sales and advancing the market positioning for the respective companies he has worked with.
Mr. Shepherdson received an MBA, with honors, and a Bachelor of Science in Business Administration from the University of Southern California.
Greg Brakovich is a Founding Principal of CR Capital Group and is responsible for sourcing and structuring wholesale distribution partnerships with third-party investment management companies. Prior to CR Capital, Mr. Brakovich was the Founder and CEO of KBS Capital Markets Group, and led the organization to a 12% market share and raising more than $2 billion within three years of its formation in the non-traded REIT market.
With over 35 years of investment industry experience, Mr. Brakovich specializes in building and managing third-party distribution organizations and is credited with founding three of the premier distribution franchises in the financial services industry: Fidelity Advisors, AXA Distributors and MetLife Investors. All three companies grew to become market leaders and continue to hold those positions today — raising well in excess of $10 billion annually in new capital and distributing products in over 400 broker dealers nationwide.
Mr. Brakovich is a Trustee at the University of Southern California, where he received a degree in Business Administration.
Phil Meserve is a Founding Principal of CR Capital Group, serves as the President and CEO of the CR Capital's Broker Dealer and has overall responsibility for the sales and marketing of CR Capital Group's investment products. Prior to CR Capital, Mr. Meserve was a senior vice president with AXA Equitable where he had overall responsibility for the sales of variable annuities to more than 650 broker dealers. During his tenure with AXA, Mr. Meserve oversaw $25 billion in annual variable annuity sales — making AXA a top five ranked annuity company in the country.
With more than 35 years of experience in the investment industry, Mr. Meserve has comprehensive experience in the sales and distribution of life and annuity products, mutual funds and private placements through institutional and financial intermediaries. Mr. Meserve was part of the team that successfully launched and developed the distribution organizations for both MetLife Investors and Fidelity Investments, and subsequently oversaw the growth of these companies to a top five position within their respective markets.
Mr. Meserve received a Bachelor’s of Science in Business Administration from Kansas State College and is a graduate of the Financial Services College at the Wharton School of Business.
Adam Dooley is Managing Director of CR Capital Group where he has primary responsibility for the company’s investment product distribution through financial intermediaries.
Previously, Adam led the distribution organization for MetLife’s Wealth Management business in Europe and the Middle East. Under his leadership, MetLife raised over $8 billion in structured product assets to become one of the leading providers of retirement products in Europe.
Prior to MetLife, Adam was Senior Vice President and Country Manager of Hartford UK where he launched the company’s retirement services business that built the organization into the single largest provider of variable annuities in the United Kingdom, raising over $3 billion annually.
Before his promotion to launch and lead the company’s business in the United Kingdom, Adam was part of the senior executive leadership team who launched Hartford's first multi‐manager variable annuity in the United States, which quickly became the industry's top selling product in its category, raising over $17 billion in assets.
Before his role as VP of Sales with The Hartford, Adam was recognized as the company’s top mutual fund wholesaler in the country.
Adam began his career as an Analyst with Salomon Smith Barney on its middle market, fixed-income trading desk and was later promoted to Associate in the firm’s Private Client Group.
He received a Bachelor of Science in Business Administration from the University of Southern California and a MBA from IMD Business School in Lausanne, Switzerland.
Chris Shepherdson is a Managing Director of CR Capital Group, and oversees the CR Capital healthcare and life sciences business. Prior to joining CR Capital, Mr. Shepherdson was a Vice President at PIMCO focusing on servicing & business development in the registered investment advisor and family office channel. Additionally, he was a member of PIMCO’s insurance channel partnering with large insurance companies to provide advice and investment solutions.
With more than 10 years of experience in the investment industry, Mr. Shepherdson has experience in the sales and distribution of life and annuity products, mutual funds and private placements through institutional and financial intermediaries.
Mr. Shepherdson received a Bachelor of Arts in Economics from the University of Southern California and is a CFA charter holder. He holds his FINRA 3, 6, 7, and 63 licenses.
Chief Marketing Officer
Katherine Paulson is the Chief Marketing Officer of CR Capital Group and is responsible for shaping the brand and marketing strategy including digital, research and insights functions at the firm.
Prior to her current role, Ms. Paulson was Assistant Vice President and Director of Marketing Communications at MetLife for 11 years where she led the creative and digital marketing teams for the U.S. Retail Annuities business. During her tenure, Ms. Paulson helped grow the company’s variable annuity sales from $6 billion to $28 billion. Earlier in her career, she worked for eight years at Jackson National Life Distributors, Inc. as Director of Product Development where she helped launch and develop the company’s flagship variable annuity product suite.
She has over 20 years of financial services experience and extensive knowledge in the marketing and distribution of annuity products, mutual funds and private funds.
Ms. Paulson received a Bachelor of Arts in English from the University of California, Los Angeles. She holds her FINRA 6 and 26 licenses.
SVP, National Accounts
Sean "Mac" McEntegart is the SVP, National Accounts of CR Capital Group and is responsible for building the selling group for CR Capital's investment offerings and managing the partnerships with broker-dealers. Prior to joining CR Capital, he was Vice President at Stira Capital Markets Group and part of the team that raised over $1.6B for the Steadfast public non-traded REITs. Sean has over 18 years of experience in the financial industry, starting as a financial advisor with PRUCO Securities and then working for a decade at Sun Life Financial in a progression of leadership roles within their life & annuity distribution company.
Mr. McEntegart received a Bachelor of Arts in Business Management from Assumption College, and has passed FINRA exams for the Series 6, 7, 26 and 63.