Sightbridge Capital Partners, a Santa Monica-based investment platform, has appointed Katie Peterson and Nick Brakovich as Managing Directors of Private Wealth. The appointments bring 34 years of combined experience in alternative investment distribution and due diligence to the company as it prepares to launch its first investment programs. Sightbridge partners with institutional real estate operators to bring tax-advantaged real estate investment opportunities to the U.S. private wealth market.
Peterson and Brakovich will work closely with Jay Frank, Founder and CEO of Sightbridge, to expand the firm’s distribution capabilities and establish relationships across major wealth management channels.
Peterson will focus on national accounts, investment platform relationships, home office research, and due diligence.
She brings 14 years of financial services experience, including previous positions as Head of Private Wealth Distribution at StratCap Securities and Senior Vice President of National Accounts at Cantor Fitzgerald Asset Management.
Earlier, she managed alternative investment due diligence at Questar Capital.
Brakovich brings 20 years of alternative investment distribution and financial technology experience.
Most recently, he served as Chief Revenue Officer at DataDasher, an AI workflow automation company serving professional services firms.
Previously, he held distribution and national accounts positions at PREP Securities and Stira Capital Markets Group.
At Sightbridge, he will oversee relationships with investment platforms and financial advisors.
The firm’s principals collectively bring 95 years of experience and have participated in more than 100 alternative investment programs representing approximately $45 billion in real estate before establishing Sightbridge.
KEY QUOTES:
“I have worked with Katie and Nick and known them for years. Katie has run national accounts and worked the due diligence side of this business. Nick has covered advisors, home offices at the due diligence level, and spent time building technology for the industry.”
Jay Frank, Founder and CEO of Sightbridge Capital Partners
“The firms I work with are not short on tax-advantaged real estate options. They are short on programs they can defend on structure, economics, reporting, and alignment. That is a solvable problem, and it is the one I came here to work on.”
Katie Peterson, Managing Director of Private Wealth at Sightbridge Capital Partners
“Advisors want better choices in this category, and the home offices that decide what reaches them want the same thing. I have covered advisors in the field, managed national account relationships, and most recently built technology for this industry.”
Nick Brakovich, Managing Director of Private Wealth at Sightbridge Capital Partners
