Meet Our Team

Jonathan Leibensperger

Jonathan has two decades as a private wealth advisor to high-net-worth clients; attorneys, athletes and business owners. Expertise in areas of intergenerational wealth preservation, charitable and estate planning, sophisticated tax management & wealth transfer tools and high-net-worth family dynamics. Significant experience in Private Equity Real Estate and real estate portfolio management.

He acquired his Certified Private Wealth Advisor designation from the University of Chicago (Booth), and ChFC from The American College of Financial Services.

Jonathan is affiliated with the Real Estate Boards of New York and Florida.

Keith Holmes

Keith A. Holmes, a seasoned commercial real estate professional with over 30 years of experience, specializes in structuring complex transactions exceeding $1 billion. His expertise covers partnership structuring, capital raising, investment analysis, development, finance, construction and property management.

Over his 30+ year career, he has worked on projects and delivered value for companies such as Amazon, PCCP (Pacific Coast Capital) Pearlstone Partners, Four Rivers Capital, Houihan-Parnes, Citizens Bank, The Hanover Company and Allen Harrison Co.

Holmes holds dual Bachelor’s Degrees in Finance and Real Estate from Pace University and is a US Army Veteran-Engineering Corps. Interests include Macro Economic Theory and Quantum Mechanics.

Travis Bird

Travis, a seasoned construction management professional with 20+ years of experience in planning, development, design, and construction of commercial, single-family, and multi-family projects for local and national clients.

He has overseen projects totaling 11M+ square feet and valued at over $1 Billion and has been involved in the development of over 15,000 units with such companies as Lennar Homes, Pearlstone Partners, Kelly Grossman Architects, Alliance Residential, Ogden Taylor Hughes, Campus Advantage and Sheveland and Strategic Construction Companies.

Based in Austin, Texas, Travis holds a Bachelor of Science from Texas A&M University and an associate degree in business administration. He is a LEED Green Associate and a certified Project Management Professional (PMP)