Management & Advisors

Roy Norton, Director, Florida Overseas Investment Center

Mr. Norton is a resident of Sarasota, Florida and co-founder of Suncoast Community Partners, LLC, a financial advisory firm located in Sarasota, Florida. Suncoast Community Partners, LLC is a US Department of Treasury certified Community Development Entity specializing in New Markets tax credit finance and Historic tax Credit finance.  Suncoast is the owner and founder of Florida Overseas Investment Center and Mr. Norton is currently a Director.  Mr. Norton was President of Trade Resources International, Ltd. (Bermuda) from 1994 until 1999. Trade Resources, through its offices in New York, Bermuda and Mexico City was principally engaged in the development of trade receivable securitization and credit enhancement programs for Fortune 500 corporate clients located in emerging markets, particularly Latin America. From 1989 to 1993 he was an investment banker with Cronus Partners, Inc., a New York private investment banking firm. Prior to this in 1981 Mr. Norton founded Norton & Co., a New York investment company that was a member of the New York Stock Exchange, American Stock Exchange, Chicago Board Options Exchange and other principal U.S. securities exchanges. From 1969 to 1980, Mr. Norton was a partner at Kidder, Peabody & Co., Inc. Mr. Norton is a graduate of the University of Virginia and served as a Captain in the U.S. Army.

Julie Norton, Director Florida Overseas Investment Center

As a co-Founder and the Managing Member of Suncoast Community Partners, and Managing Member and Director of Florida Overseas Investment Center LLC, Mrs. Norton is responsible for coordinating all marketing, advertising, public relations activities.  Prior to this position, Mrs. Norton was MD of Business Development and Strategic Alliances for FM Group, Ltd., a financial advisory firm in Tampa and New York. From 1993 to 1999 as a former SVP for Trade Resources International, Ltd. (Bermuda), Mrs. Norton was responsible for the overall trade finance marketing strategy and the development of strategic alliance relationships for Trade Resources in the U.S., Mexico and Bermuda which included major commercial banks, investment banks, financial guarantee and insurance companies as well as Mexican government agencies. From 1988 to 1991 Mrs. Norton was a production and merchandising manager for Perry Ellis, the New York-based clothing designer and manufacturer.

Stephen Yale-Loehr, Legal Counsel- Regional Center Application

 

Mr. Yale-Loehr is one of the nation's preeminent authorities on U.S. immigration and asylum law. A prolific scholar, he has written many law review articles, and is author or co-author of four standard reference works. He was editor-in-chief of The Cornell International Law Journal, and he co-authors a bimonthly column for The New York Law Journal. He is of counsel to the Ithaca firm of Miller Mayer. Upon receiving his Cornell J.D. cum laude, Prof. Yale-Loehr clerked for Chief Judge Howard G. Munson of the U.S. District Court for the Northern District of New York. He is the 2001 recipient of the American Immigration Lawyers Association (AILA)'s Elmer Fried Award for Excellence in Teaching and the 2004 recipient of AILA's Edith Lowenstein Award for excellence in advancing the practice of immigration law.

Dr. Michael K. Evans, Consulting Economist

Dr. Evans is an expert and author on financial modeling.  He formerly taught at the Kellogg School at Northwestern University an since 1981, Dr Evans is the Chairman of Evans, Carroll & Associates, and has generated thousands of forecasts at the macroeconomic, financial, industry, and individual company level. He was awarded the Annual Blue Chip Economic Forecasting Award in 1999 for the most accurate macroeconomic forecasts over the past four years.

 

David Cohan, Tax Credit Advisor

 

Mr. Cohan resides in Portland Maine where he is the principal of PeaksCo LLC, a commercial real estate investment, development and consulting firm which participates in projects throughout the U.S. and internationally.  Mr. Cohan has primarily focused on real estate investment, development, and portfolio asset management during his 25-year career and has worked on real estate projects on behalf of institutional investors, REITs, private development firms, non-profit agencies, and public municipalities.  Prior to focusing his efforts on his own firm, he was the Senior Investment Officer for CEI Capital Management LLC, the New Markets Tax Credit (NMTC) investment management subsidiary and Community Development Entity (CDE) of the Maine-based non-profit Coastal Enterprises, Inc. where he participated in all phases of underwriting, structuring and closing over $200 million of NMTC financing for 20 separate operating company and real estate projects.  Mr. Cohan holds a Bachelors degree from the University of Pennsylvania and a Master of Science in Real Estate Development from M.I.T.

        

Richard Joyce, Florida Legal Advisor

 

Mr. Joyce is an attorney with Ackerman Senterfitt in Orlando, Florida where he specializes in commercial transactions and mediations. His legal expertise includes commercial transactions, lender representation, land use and zoning, real estate transactions and municipal finance.  From 1997 to 2005 he Served as President, Co-CEO and Vice Chairman of the Board of Dixon Ticonderoga Company.  Dixon was the 10th oldest public company in the United States (est. 1795) until its sale in early February of 2005.  Dixon remains a worldwide manufacturer and distributor of writing instruments and art products with manufacturing/sales and/or distribution facilities in the U.S., Canada and Mexico, China and the U.K.  

Tom Moxley, Real Estate Advisor

Mr. Moxley has over 30 years of real estate experience in Industrial, Office and Acreage.  He is with the Acreage group CB Richard Ellis in the acquisition and disposition of corporate land assets and assemblage of large tracts of agricultural or transitional land for residential and commercial development, primarily in Illinois and Florida.

Bryan Bowers, Insurance Advisor

 

Mr. Bowers is an insurance and financial products expert.  He is the former Chief Underwriting Officer (CUO) of the Centre Group, the alternative risk transfer arm of Zurich Financial Services. He joined Centre in New York in 1994 and initially founded and ran Centre's real estate operations. In 1998 he moved to Hong Kong to establish and run Centre's Asian operations.   Prior to joining Centre, Mr. Bowers held a variety of investment banking positions in corporate finance and derivatives sales/trading at firms such as Lehman Brothers, ABN, Kidder Peabody and PaineWebber. He holds an MBA from Stanford University and a BA in mathematics from Oxford University. He is also a Fellow of the Institute of Chartered Accountants in England and Wales.