With over 125 years of combined experience, the CrowdEstate Advisors Investment Committee manages the investment selection process for all CrowdEstate Advisors investment offerings and our Advisor Services team is dedicated exclusively to serving the needs of financial advisors and their clients.
CrowdEstate Advisors Investment Committee
Sheldon Chang
President
Sheldon Chang is president of CrowdEstate Advisors and a financial services executive with over 30 years of experience. He has led over $50B in institutional and retail offerings and product development, including corporate debt and equity and private alternative investment funds. Previously, he was Head of Product & Distribution Strategy at Artivest, an alternative investments fintech platform, and before that, established the Private Wealth unit as Partner at Pantheon Ventures, an investment manager with over $50B in AUM.
In his six years at Bank of America Merrill Lynch Wealth Management, he managed over 70 private alternative investment funds and $12B in client assets. His experience as an investment banker spans Merrill Lynch, UBS, and Goldman Sachs. Chang is a member of CrowdEstate’s Executive Management Team and leads CrowdEstate Advisors.
Charles (Chip) George
Portfolio Manager
Chip George has over 30 years of experience in real estate private equity management, previously as a director and portfolio manager for Harrison Street Real Estate Capital and RREEF America (DWS Investments), evaluating investment opportunities and managing their respective flagship funds, each of which had asset values of over $10B.
Prior to this, as asset manager, he was responsible for investment performance at major firms like Harbor Group, Banyan Management, and Amli Realty. At CrowdEstate, he is responsible for monitoring and facilitating peak investment performance and improving the quality of the CrowdEstate experience.
Thomas McDonald
VP, Investment Products & Performance
Thomas McDonald is a real estate professional with over 15 years of experience in real estate and investments, previously as a consultant advising real estate operators in capital raising and strategy, and prior to that at Trefethen and Company where he supported the firm's investment management and M&A services.
McDonald leads, manages and coordinates all aspects of new investment product and service development, launch, and ongoing portfolio management for CrowdEstate Advisors. As of January 2022, he has developed 20 managed funds that have raised $225M, investing across 135 projects with a total capitalization over $1B.