- Adjunct Professor, Finance
- San Francisco
Mr. Souza has 22 years of experience in the commercial real estate industry. Prior to Johnson Souza Group, Inc., and New York Life Insurance Company/NYLIFE Securities LLC, Mr. Souza worked for Charles Schwab Investment Management (CSIM) as Managing Director -- Index Services; Chief Economist -- Managing Director with Global Real Analytics (GRA); and Investment Advisor for Quantum Financial Network (QFN).
Mr. Souza is a Registered Representative and Investment Advisor, and licensed California insurance agent. He has been an investment advisor and commercial real estate broker, providing economic and investment consulting services to retail and institutional real estate investors. He has also held senior positions in strategic portfolio research and analysis with BRE Properties, Metric Realty Advisors, Mellon-McMahan/MacFarlane Partners, Norris/Beggs & Simpson and Grubb & Ellis. Mr. Souza holds graduate degrees in several fields including: finance, economics, public administration, information systems and political science. He has taught at the college level for the past 15 years.
DBA (corporate finance/real estate management), Golden Gate University -- Expected 2014
MA (Political Science), San Francisco State University
MS (Information Systems), University of San Francisco
MS (Finance), Golden Gate University
MPA (Public Finance and Housing), San Francisco State University
MA (Applied Economics), San Francisco State University
BS (Business Administration), San Francisco State University
BA (economics), San Francisco State University
PROFESSIONAL AND TEACHING EXPERIENCE
2011 to 2012: Financial Services Professional, New York Life Insurance Company
2009 to 2012: Principal, Johnson/Souza Group, Inc.
2006 to 2009: Managing Director – Index Services, Charles Schwab Investment Management
2003 to 2006: Principal, Johnson/Souza Group, Inc.
1996 to 2003: Director of Research, BRE Properties, Inc.
1995 to 1996: Market and Financial Analyst, Metric Realty Advisors, Inc.
1992 to 1995: Senior Market Analyst, Mellon/McMahan
1990 to 1992: Office Market Research Analyst, Norris, Beggs & Simpson
1989 to 1990: Research Director, Grubb & Ellis
2002 - Present: Adjunct Professor, Golden Gate University
2012: Visiting Assistant Professor, REALTOR® University
2005 - 2007: California State University East Bay
2004: Adjunct Professor, University of Santa Clara
1996 - 2000: Adjunct Professor San Francisco State University
Licensed California Real Estate Broker (Realtor)
Licensed General Securities Representative: Series #7
Licensed Uniformed Combined State Law: Series #66 Investment Advisor
Licensed California State Life Insurance Agent
Certified Estate Advisor
San Francisco, California, National Association of Realtors
Counselors of Real Estate
Royal Institute of Chartered Surveyors
Homer Hoyt Institute
Institute of Real Estate Management
HONORS AND AWARDS
Outstanding Adjunct Faculty Award, Golden Gate University, 2013