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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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Location

Washington DC-Baltimore Area