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    Brandy Carlson

    Financial services executive who is passionate about connecting investors and sponsors/operators to achieve financial targets & ESG/impact goals.

    Brandy Carlson is a Partner at Epic Advisory, a firm that advises mission-led real estate management teams on investor marketing and capital raising.1 She has extensive experience in the financial services industry, having held executive-level positions in business development, marketing, client relations, and capital markets in banking and commercial real estate.1

    Brandy's expertise includes:

    1. Advising on impact-led and ESG real estate strategies1
    2. Working with high-growth financial services companies1
    3. Specializing in alternative sources of capital, including Taft-Hartley funds, high-net-worth individuals, and foreign capital2

    Her educational background includes:

    • Master of Public Policy from Harvard's Kennedy School of Government1
    • Bachelor's degree in International Business from American University1

    Prior to joining Epic Advisory, Brandy worked as:

    • Head of the regional and community bank team for a fintech platform backed by The Carlyle Group1
    • Consultant with KPMG and BearingPoint1

    Brandy is also involved in nonprofit work, focusing on empowering women and children to break the cycle of poverty.1 She serves as a board member of Generation Hope, a nonprofit supporting teen parents and their children in college.1

    As of January 2025, Brandy continues to be active in her role at Epic Advisory, creating value by prioritizing long-term relationships and investment alignment among institutional investors.3

    Highlights

    Our Team - MicroLoan Foundation
    Dec 27 · relpi.org
    Advisory | Real Estate Limited Partner Institute - RELPI
    May 1 · nareim.org
    Capital Raising & IR - Nareim

    Related Questions

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    Brandy Carlson
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    Location

    Washington DC-Baltimore Area