Leadership

1031 CORP. Board of Directors

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MARGO McDONNELL, CRE, CES®

President & CEO


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MARGO McDONNELL, CRE, CES®

President & CEO

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Margo assumed the helm of 1031 CORP. in 1994. She is a Certified Exchange Specialist® (CES®) with over two decades of experience in the 1031 exchange industry. She has been involved in exchange transactions of various size and complexity involving real and personal property, including delayed, reverse and improvement exchanges. Margo is a respected author and speaker and regularly presents seminars and continuing education courses nationwide to educate investors, business owners and their advisors on the benefits of 1031 tax-deferred exchanges.

Margo’s extensive work on behalf of the 1031 exchange industry includes spearheading efforts to launch a national certification and continuing education program for exchange practitioners and serving as founding chair of the Certified Exchange Specialist® (CES®) Certification Council of the Federation of Exchange Accommodators (FEA), the national trade association for exchange practitioners. She also served on the Board of Directors for the FEA and again since 2011. She is also a past president of the FEA and serves on several committees. In 2003, she was presented with the first ever FEA President’s Award and in 2008, she was honored with “The Margo McDonnell Certified Exchange Specialist® Perpetual Award for Outstanding Service” by the CES® Certification Council. 

She recently served on the Board of Directors of the Suburban West REALTORS® Association, (SWRA), the largest REALTOR® association in Pennsylvania, and also serves on the Advisory Council of their Commercial Chapter.  In 2016, she was invited to become a member of The Counselors of Real Estate.

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SUSAN S. UMSTEAD, CES®

Senior Vice President


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SUSAN S. UMSTEAD, CES®

Senior Vice President

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After nearly 24 years, Sue retired from the day-to-day operations of 1031 CORP. on March 31, 2020 but will continue to assist with consulting, employee training, business development and strategic initiatives. She remains an officer, director and shareholder of 1031 CORP. and our sister company, Reverse 1031 CORP. She joined 1031 CORP. in 1996 with over a decade of title experience, and was involved in thousands of like-kind transactions nationwide of various size and complexity and has presented countless 1031 exchange seminars and continuing education courses. In 2003, she was among the first in the 1031 exchange industry to earn her Certified Exchange Specialist® (CES®) designation offered through the our national trade association, Federation of Exchange Accommodators (FEA). Sue is among an elite group of exchange professionals nationwide who hold this coveted designation. Sue served on the CES® Certification Council for several years.

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BILL COTTER


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BILL COTTER


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Bill Cotter started in the family title agency business as a part-time and summer worker when he was 16, becoming the Managing Officer of the agency when his Dad died unexpectedly in June of 1964. Under Bill's direction the company grew to operate in seven states as an underwriter and another eight states as a title agency, employing over 175 people and grossing over $20,000,000 annually. In 1991, Bill founded 1031 CORP., which became a member of the TA family of companies. The holding company was sold to First American Corporation (FAF), a Fortune 300 company, in 2004. Bill remained the CEO of T.A. Holding Company, which controls the entire T.A. brand, including 1031 CORP., until January 2007.

In May of 2007, Bill returned to the title business with the purchase of majority interest in Title Alliance, Ltd., a company he formed in 1983 which was a subsidiary of T.A. Holdings. He serves as the company Chairman and advisor. Title Alliance operates 60 title agency offices serving 40 title agencies in nine states and grosses $30,000,000 annually. In 2010, Bill became a part owner of 1031 CORP., which provides qualified intermediary services for those wishing to defer gains on investments, including real estate.

He was a member of the Board of Directors of Alliance Bank from 1986 until it's sale in 2014 and is a long-time member of the Board of Directors of the J.M. Oliver HVAC Company. Bill is a member of Robin Hood Ventures, an angel investing group, since 2007.

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LARRY BROTZGE


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LARRY BROTZGE


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Larry's management consulting business focuses primarily on small and mid-size corporations. He brings clients over 45 years' experience in financial management, strategic planning, and mergers and acquisitions, as well as hands-on experience with new business start-ups and with turnaround situations.

Larry is an active private investor and founder of an angel investment group (Robin Hood Ventures). He has served as a Board member/advisor to several early stage companies. He has served as Interim CFO for several clients, and currently serves on both for profit and not for profit boards.

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KRISTINA C.S. HARSHANY


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KRISTINA C.S. HARSHANY


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Kristina currently serves as the Global Marketing Director of the Asset Management business for SEI Investments, which distributes SEI's asset management solutions globally. In this role, Kristina leads the marketing efforts in the primary markets of the US, UK and Canada. Prior to her current role, Kristina was a Director with SEI’s Private Wealth Management, responsible for developing and managing new relationships with marketing partners, centers of influence and ultra-high-net worth individuals. Previously, Kristina was a Senior Vice President of the Financial Intermediaries Group of Citibank, where she launched Citibank 1031 Exchange nationally through collaboration with senior leadership. During her time with Citibank, her primary role was to build a national business to enhance the products and services offered by the 1031 exchange industry. Before joining Citibank, Kristina served as an Assistant Vice President and Executive Account Manager at LandAmerica Financial Group, Inc. Kristina is a past president of the Board of Directors for Commercial Real Estate Women (CREW) Philadelphia, by whom she was twice recognized as “Outstanding Member At Large.” Kristina currently serves as a member of the Finance Committee for the Chester County Fund for Women and Girls and participates in non-profit organizations such as the Arts & Business Council of Philadelphia and SEI Cares. In recent years she has also been selected to be a part of notable lists such as “Philly’s Top Bankers” by SmartCEO Magazine and “40 Under 40” by the Philadelphia Business Journal.

Sharon Lontoc

SHARON LONTOC


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Sharon Lontoc

SHARON LONTOC


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Sharon Lontoc is an accomplished Human Resources executive who has provided key leadership to both mid-market and Fortune 500 corporations. She is a trusted advisor, recognized for her ability to develop and drive Business and HR strategies that align with the overall organizational mission and vision to achieve its business goals. Sharon has instituted groundbreaking solutions for optimizing workforce outcomes to meet firm objectives through analytics and data, with special emphasis on predictive analytics. Throughout Sharon’s HR career she has been applauded for her strategic focus, her premier executive consultation skills, as well as her overall HR expertise relative to its P&L impact. She continually looks to meet today’s global business challenges with creative Human Resources strategies that engage people, enable exceptional performance, and support a dynamic inclusive corporate culture. 

Sharon is the Vice President of Human Resources at Soleo Health, a leading and innovative national provider of complex specialty pharmacy and infusion services, administered in the home or at alternate sites of care utilizing a consistent patient management process, which leads to quantifiable clinical and economic value while improving patients’ experience. Sharon is helping to accelerate Soleo Health’s transformation through leadership, differentiated talent models, attracting, and retaining top tier talent while building a culture of engagement, agility and innovation. Sharon sets global strategies designed to strengthen leadership, build organizational capacity, and drive the company’s business priorities through Human Capital. One of her major contributions has been to transform of the HR structure to include a center for excellence which has resulted in greater accountability, stronger collaboration across business lines, improved efficiency, and increased effectiveness in meeting both business and company-wide priorities and needs. She is responsible for all aspects of HR to include Data & Systems, Benefits, Compensation, Employee Relations, Talent, Training & Development, Engagement, and Succession Planning.

Sharon has held HR leadership roles in the Real Estate, Financial Services, R&D, Defense, Telecommunications and Transportation industries with noted employers such as Merrill Lynch, AT&T, SRI, and Norfolk Southern Corporation. Sharon earned a Bachelor of Science in Business Administration from Christopher Newport University, in Newport News, VA and a Master of Public Administration with a focus on Human Resources from Old Dominion University, in Norfolk, VA. She is also certified as a Senior Professional in Human Resources (SPHR, SHRM-SCP). Sharon is active in the Human Resources community and is a member of many prominent HR organizations such as the Human Resources Executive Alliance (HREA), Philadelphia Society of People and Strategy (PSPS) and the Society for Human Resource Management.