Jon Paul Cirelli

Palm Beach Gardens,FL

Summary

Dynamic founder and CEO with a proven track record at Pivot Professional Partners, raising over $3.5 billion in real estate syndications. Expert in tax deferral strategies and portfolio structuring, fostering strong client relationships and enhancing investment performance through innovative solutions. Adept at navigating capital markets and regulatory compliance to drive business growth.

Overview

years of professional experience

Certification

Work History

Founder & CEO

Pivot Professional Partners

Palm Beach Gardens, Florida

03.2020 - Current

Improved clarity and conciseness through structured capital raising exceeding $3.5 billion in real estate syndications.
Focused on tax-efficient structures such as DSTs and 1031/1033 exchanges to maximize benefits for clients.
Implemented innovative financial plans incorporating alternative investments to bolster portfolio performance.
Maintained relationships with high-net-worth individuals and institutional investors to ensure alignment with goals.
Championed digital planning tools that improved decision-making capabilities and overall productivity.
Provided strategic insights into charitable giving and tax-efficient investment strategies for clients.
Forged strategic partnerships that enhanced client engagement and service delivery.
Actively participated in networking opportunities to promote brand visibility and business expansion.

Co-Founder & Southeast Director

Fortitude Investment Group

01.2005 - 01.2019

Co-founded Fortitude Investment Group, focusing on educating high-net-worth accredited investors about tax-advantaged and tax-efficient asset-backed investment vehicles.
Facilitated numerous successful 1031 Real Estate Exchanges utilizing Delaware Statutory Trusts (DSTs), enabling clients to defer capital gains taxes and diversify their real estate holdings.
Managed a significant presence in Florida, overseeing operations and client relationships in the southeastern United States.
Collaborated with top real estate attorneys, CPAs, and investment brokers to provide comprehensive solutions for clients seeking passive, institutional-quality replacement properties.
Played a pivotal role in the firm's growth, contributing to its reputation as a leading provider of DST investments for 1031 exchanges.

Registered Representative

Concorde Investment Services, J.P. Turner & Company, Gunnallen Financial

Education

Bachelor of Science - Dual Major in Business Administration & Spanish; Minor in International Business

Nazareth College of Rochester

Skills

Capital markets strategy
Portfolio structuring
Alternative investments
Tax deferral strategies
Real estate investment
1031 and 1033 exchanges
TIC investments

Wealth management
Lifetime income solutions
Client development and relations
Institutional investor relations
Retail investor relations
Regulatory compliance
Licensing expertise

Languages

Spanish

Professional