Summary

Overview

Work History

Education

Skills

Timeline

JORGE M. SOUSA

Selden,New York

Summary

Accomplished Estate and Property Manager with 15+ years of experience overseeing ultra-high-net-worth residential estates across Manhattan and the Hamptons. Extensive expertise managing luxury properties ranging from 8,000 to 14,000+ square feet, with full operational, financial, staff, vendor, renovation, and infrastructure oversight. Trusted gatekeeper to principals with a strong background in smart home systems, security integration, capital improvements, and multi-property coordination. Finance-trained professional with exceptional discretion, leadership, and operational execution.

Overview

years of professional experience

Work History

Senior Estate / Property Manager

Bridgehampton, NY | Wainscott, NY

10.2024 - Current

Provide comprehensive operational oversight for multiple luxury estates across the Hamptons.
Direct all daily estate operations ensuring seamless service standards year-round.
Serve as primary liaison and gatekeeper to principals, vendors, contractors, and advisors.
Manage HVAC, AV, lighting control (Lutron), security systems, IT networks, and smart home integrations.
Supervise household staff and specialty contractors across multiple properties.
Developed and managed operating budgets, approved invoices, and negotiated vendor contracts to ensure financial efficiency.
Coordinated renovations, capital improvements, and preventative maintenance programs to enhance property value and functionality.
Oversaw landscaping, pools, specialty amenities, and property presentation to maintain high standards of aesthetics and guest experience.
Maintain strict confidentiality and ensure regulatory and insurance compliance.

Estate Management / Project Manager

East Hampton, NY (14,000 sq ft) & Manhattan Penthouse (8,000 sq ft)

02.2018 - 09.2024

Oversaw full operational management of luxury primary and seasonal residences, ensuring high-quality service delivery.
Directed estate operations, achieving consistent service standards across multiple properties.
Coordinated architects, contractors, and building personnel for large-scale renovations, facilitating timely project completion.
Negotiated contracts, controlled budgets, and approved all accounts payable.
Oversaw HVAC, plumbing, lighting, mechanical systems, and infrastructure.
Filed permits and ensured regulatory compliance.
Researched and implemented AV, smart home, and security system upgrades.
Coordinated seasonal property transitions and multi-location logistics.

Estate Manager

Southampton, NY (12,000 sq ft) | Locust Valley, NY (10,000 sq ft) | West Palm Beach, FL (9,000 sq ft) | Manhattan 5-Story Townhouse

06.2013 - 12.2017

Managed full-scale operations for multiple luxury residences across three regions.
Managed fine art collections, antiques, wine cellars, and specialty assets, preserving value and ensuring optimal conditions.
Supervised property systems including HVAC, Lutron lighting, AV, security, and IT networks.
Managed landscaping, exotic gardens, pools, boats, tennis courts, and specialty features.
Developed and managed staff budgets, payroll, scheduling, and maintenance planning to ensure operational efficiency.
Coordinated renovation projects with architects and engineers.
Provided transportation and maintained luxury vehicle fleets.
Executed special projects and addressed confidential principal requests, demonstrating discretion and responsiveness.

Estate Manager & Driver

Bridgehampton, NY (10,000 sq ft) & Manhattan Dual Townhouse (4-Story)

03.2010 - 05.2013

Managed security systems, home automation, and estate infrastructure to enhance safety and operational efficiency.
Supervised staff schedules, payroll, and vendor coordination to ensure seamless estate operations.
Negotiated service contracts and approved maintenance expenditures.
Conducted regular maintenance on vehicles, boats, jet skis, and specialty equipment to maintain performance and reliability.
Ensured nightly security protocols and alarm activation.

Mortgage Banker

JP Morgan Chase

12.2002 - 02.2010

Structured lending solutions for private wealth and high-net-worth clients.
Managed residential mortgage portfolios, overseeing loan origination to closing to ensure client satisfaction and compliance.
Analyzed client financial statements, credit profiles, and asset documentation.
Ensured regulatory compliance and documentation accuracy.
Monitored daily mortgage balance sheets and pipeline performance to identify trends and support informed decision-making.
Coordinated client meetings and financial reporting, streamlining billing and vendor logistics for efficient operations.
Maintained strict confidentiality handling sensitive financial data.
New York, NY