Stuart Fox, CPA

Stuart Fox

Vice President, Finance

Goal:

To create, manage and assist other companies with achieving a rigorous, institutional quality financial and management reporting platform, a highly efficient tax structure, and operational efficiencies driven by financial analysis.

“I think the first thing you need to know about me is that I’m not the typical nerdy numbers nerd… I’m more of an atypical nerdy numbers guy.  After spending five years in public accounting, three years operating a private equity real estate fund, and a year and a half backpacking the world, my expertise and experience drive me to intelligently, creatively and passionately solve problems whatever and wherever they may be.”Stuart

Bio:

Sandwiched in between three years in the corporate tax group of a big four accounting firm and another two at a regional firm, Stuart sought to relieve his lifelong travel itch by backpacking all over the world for a year and a half.  After doing his best to ‘live like a local’ in Central America, South America, East Asia, Southeast Asia, the Middle East and Eastern Europe – Stuart (or more accurately, his bank account) decided that it was time to get back to work.

Stuart joined the Route 66 family in early 2012 and spent three years in various executive roles at The American Home, a real estate private equity fund backed by Route 66, ending his tenure as the Vice President of Finance.

At Route 66, Stuart oversees financial and management reporting, liquidity management in addition to tax strategy, structuring, planning and compliance.  His experience as an operator at The American Home allows him focus on ensuring that both Route 66 and its portfolio investments have best-in-class financial and tax systems in place to further their goals.

More on his background:

Before joining Route 66, Stuart focused primarily on corporate tax compliance and M&A transactions.

Stuart joined The American Home during its infancy and oversaw the full company life cycle from formation and rapid growth to eventual sale in a condensed period of time.  During his tenure at The American Home, he helped raise capital, developed an asset purchase strategy, efficiently structured the entities for tax purposes, rolled up the discrete limited partnerships into a single UPREIT, created and managed the management reporting platform, helped turn the company cash flow positive, made M&A and strategic recommendations to the Board of Directors, and eventually assisted with the sale of the entire portfolio to a publically traded REIT.

Stuart leverages his experience as both an operator of a startup private equity fund and big four tax accountant to assist both Route 66 and its investment companies optimize their financial and tax operations.

Stats:

  • Focus on structuring and tax optimization, financial reporting, and management reporting,
  • Five years corporate tax experience in public accounting
  • Three years in various executive roles with The American Home, managing the company from foundation to growth to sale
  • Avid backpacker and world traveler

Credentials:

  • BS, Accounting with honors, University of Maryland, College Park
  • BS, Actuarial Mathematics, University of Maryland College Park
  • CPA, Virginia

Recommends:

Book: Pillars of the Earth, Ken Follett

Movie: The Last Samurai

Unofficial Superpower:

Persistence, doesn’t give up.

Remember:

Anything worth doing is worth doing right.

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