ABOUT CEO
bUSINESS sKILLS
Executive Strategy Management
Equity Portfolio Management
Equities & Options Trader
Online Marketing & Advertising
Strong Leadership Skills
Financial Analysis
Risk Management
Relationship Building
Effective Communicator
Firing & Hiring
REAL eSTATE sKILLS
Real Estate Investing
Real Estate Negotiating
Real Estate Deal Analyzer
Real Estae Contracts & Analytics
stock Market Investing
Equity Portfolio Management
Stock Options & Equities Trader
Equity Portfolio Management
Retirement Portfolio Management
MY INVESTMENT PHILOSOPHY
I am a true believer in the power of long-term investing across diverse asset classes. While I appreciate the adrenaline rush of short-term trades, my passion lies in constructing a robust, diversified portfolio that stands the test of time.
My investment strategy spans the spectrum from real estate to equities, always with an eye on enduring value. In the real estate sector, I focus on properties in high-growth markets that offer both steady cash flow and appreciation potential.
When it comes to the stock market, I gravitate towards a mix of blue-chip stocks known for consistent dividends and growth-oriented equities in sectors poised for expansion.
To further diversify, I incorporate carefully selected Exchange-Traded Funds (ETFs) that provide broad market exposure while minimizing individual stock risk.
Whether it's acquiring a promising multifamily complex, investing in established corporations on Wall Street, or allocating capital to ETFs tracking emerging industries, I am constantly on the lookout for opportunities that align with my values and long-term financial objectives. This multifaceted approach allows me to build wealth steadily while navigating the complexities of various investment landscapes.
Founder|CEO|CRO - Trilynns Capital Holdings, LLC
Serge serves as the Chief Executive Officer (CEO) and Chief Risk Officer of Trilynns Capital Holdings, a real estate investment company headquartered in Atlanta, Georgia. As a dynamic and strategic leader, he holds the responsibility of guiding the overall vision and direction of the organization. In this pivotal role, Serge is tasked with developing and implementing investment strategies that align with the company's strategic direction, involving the identification and capitalization of new investment opportunities while effectively allocating resources.
In his capacity as the architect of the company’s investment strategies, Serge actively contributes to crafting the business investment strategy. This hands-on involvement encompasses a comprehensive approach to identifying potential properties, conducting thorough due diligence, and adeptly negotiating acquisition terms to maximize returns.Serge's role extends to building and nurturing robust relationships with key stakeholders. This includes fostering connections with investors, lenders, property managers, real estate agents, and real estate brokers, thereby cultivating a network that enhances the company’s standing and opportunities for growth in the United States and in the Caribbean islands. As part of building relationships and ensuring Trilynns Capital has the best exposure to real estate deals and assets, he often travels to meet with real estate agents outside the United Estates.
Ensuring the firm's compliance with regulations is a core responsibility of Serge as the CEO. This involves overseeing the firm's legal and compliance team to guarantee adherence to all applicable regulations, maintaining the company's commitment to ethical and lawful business practices.
Additionally, he is actively involved in building and maintaining relationships with key stakeholders, encompassing the firm's investors, lenders, tenants, and property managers. Serge's leadership is instrumental in fostering a thriving and compliant environment for Trilynns Capital holdings.
Founder|President
SMHIC INVESTMENT CLUB
Jan 2021 - Current
As the president of the investment club, I play a pivotal role in steering the organization towards its financial objectives and ensuring the smooth operation of its activities. My responsibilities encompass a diverse range of tasks, from setting strategic investment goals that align with members' objectives to meticulously developing and implementing investment strategies. This involves a thorough process of identifying potential investment opportunities, conducting due diligence, and negotiating acquisition terms.
In addition to my role in managing the club's investment portfolio, I also oversee the club's finances, including the management of cash flow and the preparation of financial statements.
Beyond the financial realm, I take charge of overseeing the club's activities, demonstrating leadership in coordinating meetings, managing the club's website, and fostering effective communication among members. This multifaceted approach ensures the efficient functioning of the club and enhances the overall experience for its members.
My responsibilities extend to relationship-building with key stakeholders, including members, the financial advisor, and the broker-dealer. Cultivating and maintaining these relationships are critical components of successful leadership, fostering trust and collaboration within the investment club.
Co-Founder|CEO
LYNN'S GOURMET HOT SAUCE, LLC
Jan 2014 - Current
Lynn's Gourmet Hot Sauce is a small batch, family-owned hot sauce company located in Suwanee, Georgia. We use fresh, all-natural ingredients to create their sauces, which are made in small batches to ensure quality.
Lynn's Gourmet Hot Sauce has three different flavors: Original, Habanero, and Chipotle. The Original sauce is a mild sauce with a balanced flavor of heat and tang. The Habanero sauce is a bit hotter, with a strong habanero pepper flavor. The Chipotle sauce is the hottest of the three, with a smoky, chipotle pepper flavor.
Lynn's Gourmet Hot Sauce is available online and at select retailers in Georgia. You can also find them at farmers markets and food festivals
achievement
Real Estate Training & Certificates 2020 - 2021
2020 - 2021
- Pre-investing: Before Investing in Real Estate
- Properties 101
- Analyzing a Real Estate Deal
- Real Estate Analysis Foundations
- Real Estate: Negotiating with Sellers
- Real Estate Contracts
- Real Estate Analytics
- Social Media Marketing: Real Estate
- Virtual Investing in Real Estate
- Real Estate Deal Structuring: Introduction to the Waterfall Framework
- Real Estate: Navigating the Multiple Listing Service ( MLS)
- Economics for Everyone: Housing Markets in Crisis
- Part-time Real Estate Investing
Education
- Southern Connecticut State University School of Business
- Concentration: MIS - Management Information Systems