1031 CORP.'s Board of Directors

margo mcdonnellMARGO McDONNELL, CRE, CES®
PRESIDENT & CEO
 
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photo-of-sue.jpgSUSAN S. UMSTEAD, CES®
SECRETARY/TREASURER

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BillCotter.jpgBILL COTTER
 
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2_LarryBrotzge.jpgLARRY BROTZGE

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MARGO MCDONNELL, CRE, CES®
CHAIRMAN OF THE BOARD

Margo

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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 serves on the Board of Directors of the Suburban West REALTORS® Association, (SWRA), the largest REALTOR® association in Pennsylvania, and also serve 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®
SECRETARY/TREASURER

Susan

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Sue joined 1031 CORP. in 1996, with over a decade of title experience, as an Exchange Coordinator. In 2002, she was promoted to Vice President and Senior Vice President in 2008. Sue works with her clients and their professional advisors as they determine the feasibility of an exchange and structure the transactions accordingly. She ensures all exchange documentation is prepared in strict compliance with IRS and Treasury Regulations. Sue has presented hundreds of seminars and continuing education courses to educate attorneys, accountants, REALTORS®, title agents and investors on 1031 exchanges and their many benefits. 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 corps of exchange professionals who hold this coveted designation. 

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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, a Fortune 300 company, (FAF) 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, in 2007.

 

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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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