Sandpiper Lodging Trust (SLT) has hired Michael T. Helgeson as VP, capital markets. He is responsible for the education, promotion, marketing and sales of Sandpiper Lodging Trust to registered investment advisor (RIA) firms across the country.
Prior to his arrival at the company, Helgeson held the regional VP, capital markets role for the AOG Institutional Diversified Fund (AOGFX). This closed-end fund focused on private real estate, private equity and private credit/debt. He was responsible for the education and sales of this fund solely to RIA firms, and their employed investment advisor representatives (IARs). Prior to AOGFX, he served as regional director for Duncan Advisor Resources, responsible for the sale and promotion of long-term care, disability and life insurance to independent insurance agents, and registered representatives of Cambridge Investment Research.
From 2010 through mid-2019, Helgeson held both advisor and client-facing wholesaling positions with Jackson National (banks and regional broker-dealers), Transamerica (regional broker-dealers), Capitas Financial (banks and independent broker-dealers), Black Creek Capital Markets (RIAs and all broker-dealers), and Globe Life (direct to consumer), in Denver. His financial services sales experience includes variable annuities, mutual funds, REITs, 1031-exchanges and life insurance.
“Michael brings SLT extensive experience and knowledge of marketing within the registered investment advisor channel,” said Ned Sinnott, managing director, equity investments and investor relations, SLT. “His energy, marketing skills and relationships are going to be meaningful in helping us continue to develop our relationships with advisors and wealth managers across the country. We are thrilled to have him on board.”