Tony Butler
Owner/Chief Financial Officer
(704) 806-2795- 20 + years in finance and banking
- Wachovia/First Union, RAIT, Koch Industries
- Masters in statistics + MBA
- Married for 28 years
- Active in church and community
- Loves boating, sports and whatever the kids are doing
Tony is a numbers guy with entrepreneurial roots. For most of his career he has applied his skills primarily in the realm of commercial real estate securitization as well as finance and investments. Tony learned early about being an entrepreneur from his parents who provided him with many opportunities to learn the value of hard work and do all sorts of tasks when they bought a circa 1930’s church building and converted it into several businesses: wedding reception center, dance studios, private school, hair salon etc. Tony attended Brigham Young University where he earned a BS and MS in statistics, attended one year of law school then finished his schooling by earning an MBA. Tony worked in New York in the growing securitization industry where he was involved with all aspects of the securitization of 12b-1 mutual fund fees (structuring, origination/marketing, and servicing). In 1995, Tony worked as an investment analyst for the Church of Jesus Christ of Latter-Day Saints for one year and then moved with his young family to Frankfurt Germany in 1996 for an opportunity in export trade finance. Next was working for Koch Industries in Wichita Kansas in 1997 mostly as a part of their risk aggregation and management team which was responsible for trading instruments in crude, feedstocks, refined products, financials, natural gas, gas liquids, materials, metals, electricity, & Ag.
In 1998 Tony and family moved to Charlotte, NC to join First Union/Wachovia where he started as a vice president and rose to a managing director. Most of his work was related to Commercial Real Estate Securitization (CMBS). Over the course of his 11 years with the bank he:
- Was responsible for structuring and hedging loans for CMBS execution
- Lead the structured products research team for CMBS and CRE CDOs
- Played a key role on the Global Real Estate Strategies team which had responsibility for proactively managing and monitoring the entire bank’s commercial real estate allocations and risk levels. Developed and implemented research based strategies to maximize revenues while minimizing risk.