Dr. Lawrence Souza

San Francisco, California

Commercial Real Estate Agent/associate Broker, Fireside Realty

Experience at:
Johnson/Souza Group, Inc, Charles Schwab Investment Management, BRE Properties, Inc.

I’m interested in mentoring people from:

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Where I've Worked
    J

    Feb 2003 – Present

    Principal - Real Estate and Financial Economist/Broker/Advisor

    Johnson Souza Group, Inc.
    F

    Jan 2016 – Present

    Commercial Real Estate Agent/associate Broker

    Fireside Realty
    P

    Jan 2015 – Present

    Senior Investment Economist/advisor

    Pillar6 Advisors, LLC
    C

    2015 – Present

    Real Estate Economic Advisor/business Development

    CapitalBrain.co
    J

    Jan 2003 – Jan 2018

    Principal - Real Estate Economist, Consultant, Broker and Investment Advisor

    Johnson/Souza Group, Inc
    C

    Mar 2006 – Jan 2009

    Managing Director

    Charles Schwab Investment Management
    J

    Jan 2006 – Jan 2009

    Managing Director - Index Services (real Estate Investment/research)

    Johnson/Souza Group, Inc
    B

    Jan 1996 – Mar 2003

    Director of Research

    BRE Properties, Inc.
    B

    1996 – 2003

    Director of Research

    BRE Properties, Inc. Real Estate Investment Trust
    M

    Jan 1995 – Jan 1996

    MARKET AND FINANCIAL ANALYST

    Metric Realty Advisors, Inc
    M

    Jan 1992 – Jan 1995

    SENIOR MARKET ANALYST

    MacFarlane Partners, L.P
    N

    Jan 1990 – Jan 1992

    OFFICE MARKET RESEARCH ANALYST

    Norris, Beggs & Simpson Commercial Brokerage Division
    G

    Jan 1989 – Jan 1990

    RESEARCH DIRECTOR

    Grubb & Ellis Commercial Brokerage
    P

    2016 – 2019

    Commercial Real Estate Associate Broker

    Pillar6 Advisors, LLC
    C

    2006 – 2009

    Managing Director - Index Services (real Estate Investment/research)

    Charles Schwab Investment Management (CSIM)/Global Real Analytics (GRA)
    Where I've Studied

    MS, Financial Engineering and Investments

    Golden Gate University

    MS, Economics of Technology and Geographic

    University of San Francisco

    Masters, Public Finance and Housing

    San Francisco State University

    Doctorate, Corporate Finance/Modern Portfolio Theory

    Golden Gate University

    MA, Macroeconomics and Monetary Policy

    San Francisco State University

    BS, Business Administration

    San Francisco State University

    BA, Monetary Policy and Analysis

    San Francisco State University

    REAL ESTATE/FINANCIAL/ENERGY/TECH ECONOMIST, ADVISOR, AND BROKER

    Develop and execute long-term and mid-range strategic portfolio planning initiatives, plans, and programs, utilizing state-of-the-art insurance and financial products. Develop, lead and maintain strategic vision of the firm and selling group.

    Specialties

    Accounting

    Auditing & Compliance

    Banking, Loans & Insurance

    Corporate Finance

    Investments

    Risk & Quantitative Analysis

    Tax

    Ask Me for a Referral

    Fireside Realty

    In the Media

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