Foundation Wealth Trust Group Inc and Foundation Wealth Capital LLC is part of the Global Financial Consortium, based in Miami, USA, and in Dubai, UAE. A Trust Company and Private Alternative Fund Firm, a Structure combining Wealth & Assets Management, Hedge Fund, Private Equity, Venture Capital, and Family Office, providing services to both local and international companies and investors as one, the company specializes in designing and underwriting structured solutions that combine a financial strategy utilizing global products and instruments, especially accumulated knowledge And relationship building, representing a one-stop-shop when it comes to obtaining complex financing.
Mr. Jerdine has worked in the real estate industry for over 25 years. Prior to Co-Founding the Foundation Wealth Trust Group, Mr. Jerdine began in historic rehabilitation development, then worked for several years as Senior VP and CFO of a private equity real estate firm specializing in multi-family development. Mr. Jerdine has been involved in all aspects of real estate development including underwriting and deal selection, raising capital from private investors and institutions, construction and permanent financing, project management, and design. Mr. Jerdine has extensive experience in all aspects of property management and value-add renovations. Mr. Jerdine has extensive experience in large multi-family transactions overseeing transactions from acquisition to disposition including complex tax structures such as 1031 exchanges, structured finance, and complex trusts. Mr. Jerdine graduated with honors as a scholar-athlete from Morehead State University in Morehead, Kentucky.
MASTERS OF BUSINESS ADMINISTRATION
University of Michigan | 1995
BACHELOR OF BUSINESS ADMINISTRATION
Morehead State University | 1993
GENERAL DIPLOMA IN BUSINESS/COMMERCE
Beachwood High School | 1989
Foundation Wealth Trust Group | 06/2015 – Present
Overseeing budgets, staff, and executives and evaluating the success of the company. Meeting with board members and other executives to assess the direction of the company, develop short and long-term goals, plans, and strategies, and ensure the company’s compliance with the stated mission. Overseeing the complete operation of the company and ensuring all goals are met based on the company’s strategic plans. Listening to the viewpoints and reports of the company’s Vice Presidents or directors and making the final decisions. Maintaining awareness and knowledge of the company’s daily finances. Analyzing budgets and financial reports. Updating and revising plans to increase the company’s profitability and progress. Creating and maintaining relationships with the community and industry leaders and encouraging business investments. Looking for alliances, mergers, partnerships, and investment opportunities and reviewing and advising on contracts. Maintaining your knowledge of tax liabilities, implications, and exemptions, as well as finances and