Concorde, an independent broker-dealer and registered investment adviser serving financial professionals nationwide, announced today that four registered representatives have joined Fortitude Investment Group LLC, a Concorde-affiliated national advisory firm specializing in 1031 exchanges and Delaware statutory trust (DST) investments. Natalie Bender, Cathy O’Neill, Daniel Gamini, and Brian Coughlin are now registered with Concorde and advising accredited investors through Fortitude.

“Fortitude Investment Group has built a reputation for guiding property owners through complex 1031 exchange and DST decisions with genuine care and technical expertise,” said Danielle Delongchamp, president and chief executive officer of Concorde. “Natalie, Cathy, Daniel and Brian bring valuable experience to the team, and their addition strengthens Fortitude’s ability to serve accredited investors in new markets. We’re proud to support their continued growth.”

“We hire for coachability before anything else, because a 1031 exchange can be taught and the desire to get better cannot,” said Daniel Raupp, founder and managing partner of Fortitude Investment Group. “Our clients are often selling property they have held for 30 or 40 years. They deserve a firm that will still be standing 20 years from now, and these four are how we make good on that.”

The additions extend Fortitude’s coverage into Houston and Southern California alongside its New York headquarters, and deepen the firm’s capacity to advise property owners evaluating a transition from actively managed real estate to passive ownership. Because a 1031 exchange defers capital gains tax rather than eliminating it, the firm’s practice centers on evaluating whether that deferral serves an investor’s broader plan. The firm has more than $2 billion in client assets under administration.

Bender entered the mortgage industry in 2009 and went on to acquire and manage single-family rental properties of her own. She spent nearly a decade in Singapore, Malaysia, and Scotland managing her family’s real estate portfolio from abroad, and joined the 1031 and DST industry in 2022. She is based in Houston. She holds a bachelor’s degree in economics from the University of California, San Diego, and FINRA Series 7, 22 and 63 licenses.

O’Neill brings more than 25 years of real estate experience, including historic luxury homes, urban redevelopment and complex investment property transitions, to her focus on 1031 exchanges, DSTs and 721 UPREITs. She previously worked as a real estate sales associate at eXp Realty and, before that, as a realtor at Red Key Realty Leaders. She has worked closely with CPAs, estate-planning attorneys and qualified intermediaries to help clients preserve equity and reposition real estate portfolios. She holds a bachelor’s degree from Southern Illinois University Edwardsville and FINRA Series 22 and 63 licenses.

Gamini began his career on the sponsor side of the DST industry at Capital Square and Inland Private Capital, in wholesaling roles focused on advisor and investor education. He has supported the placement of more than $200 million in investor equity into DST investments. He holds a bachelor’s degree from Babson College, FINRA Series 7 and 63 licenses.

Coughlin entered financial services in 2020 at 1031 Crowdfunding, LLC, where he spent more than five years in 1031 exchange, opportunity zone, and real estate product sales. He holds FINRA Series 7 and 63 licenses and is based in Fortitude’s Costa Mesa, California, office.

About Concorde

Concorde is a full-service broker-dealer, SEC-registered investment adviser (RIA), and insurance firm committed to supporting financial professionals and their clients. Through a thoughtfully integrated ecosystem of investment, advisory and insurance solutions, the firm provides the tools and expertise needed to help reach financial goals and objectives.

Founded by entrepreneurs, the Concorde team is proud to be a company made up of like-minded individuals driven by passion, purpose and a shared commitment to excellence. With a personalized approach, the firm offers a high-caliber experience tailored to each advisor’s and client’s unique goals. Concorde’s integrated broker-dealer and wealth management platforms are designed to provide customized support and forward-looking resources that allow financial professionals to unlock their full potential.

Concorde Holdings, Inc. is the parent company of Concorde Investment Services, Concorde Asset Management and Concorde Insurance Agency. The firm serves clients across all 50 states with a clear focus on long-term partnership and purposeful progress. To learn more, visit concordeis.com.

About Fortitude Investment Group

Fortitude Investment Group LLC is a national alternative investment advisory firm headquartered in East Setauket, New York, specializing in 1031 exchanges, Delaware statutory trusts, qualified opportunity zones, nontraded REITs, and private placements for accredited investors. Founded in 2006, the firm advises property owners, and the CPAs, attorneys, and qualified intermediaries who serve them, on strategies that defer rather than eliminate capital gains tax while aligning the transaction with the investor’s broader plan. The firm operates on five core values: fortitude, confidence from competence, coachability, passion for the work, and genuine relationships. Learn more at 1031DST.com or call 1-844-437-8103.

Disclosures

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA).

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