Leadership

The Strategic Group has brought together industry leading experts in the areas of investments, taxation, and corporate strategy.

James Freeman, Co-Managing Partner

James Freeman - Managing Partner

Mr. Freeman specializes in niche areas of tax planning and works directly with high net worth investors, family offices and their trusted advisors. His expertise focuses on tax-deferred 1031 exchanges, tax-deferred opportunity zone funds, and conservation easements including numerous federal and state-sponsored tax credit and deduction strategies. He has an undergraduate degree and Master of Accounting from UNC-Chapel Hill and an MBA from Duke University. His prior work and board experience includes:
  • International Taxation Practice
  • Arthur Andersen and Deloitte
  • Valvoline Oil, Germany
  • President, Atlanta’s Georgia Society of CPA.
He is currently on the Board of Directors for the Georgia Society of CPAs and the Board of Governors of the Buckhead Club.

Ricky Novak, Co-Managing Partner

Ricky Novak, Co-Managing Partner

Mr. Novak specializes in niche areas of tax planning and works directly with high net worth investors, family offices and their trusted advisors. His expertise focuses on tax-deferred 1031 exchanges, tax-deferred opportunity zone funds, and conservation easements including numerous federal and state-sponsored tax credit/deduction strategies. His prior work and board experience includes:
  • International Taxation Practice
  • Arthur Andersen; the Real Estate Taxation Practice
  • Deloitte, Board of Directors
  • Atlanta Bar Association
  • Chair, Atlanta Bar’s Real Estate Section
He is the former president of the Real Estate Group of Atlanta.

Mike Fields, COO

Mike Fields, Chief Operating Officer

Mr. Fields manages the operational efforts of the various Strategic Group entities.  His responsibilities include driving the firm's strategic planning and execution, as well as evaluating, streamlining and maintaining efficient and compliant operations, finance, and investor relations strategies.  Mr. Fields has deep experience in lowering the barriers to entry for complex financial products and making those strategies easier for advisors and their clients to implement effectively.   Before joining the Strategic Group of Companies, Mr. Fields was a co-founder of Hatteras Funds in Raleigh, North Carolina where he most recently served as the Chief Operating Officer. Hatteras Funds was a boutique alternative investment firm which offered investments in hedge funds and private equity funds. Previously, Mr. Fields also was employed by Captrust Financial and Morgan Stanley. Mr. Fields received his Bachelor of Science degree from the University of Florida and his Masters of Business Administration from the University of Central Florida. Mr. Fields has also earned his designation as a Chartered Alternatives Investment Analyst (CAIA).

Steve Rothschild, Partner

Steve Rothschild, Partner

Mr. Rothschild specializes in niche areas of tax planning and works directly with high net worth investors, family offices, corporations, insurance companies, and trusted advisors. His expertise focuses on state and federal tax credits, tax-deferred 1031 exchanges, tax-deferred opportunity zone funds, and numerous federal and state-sponsored tax credit and deduction strategies. He has an undergraduate degree from Vanderbilt University majoring in Economics and Business Administration. His prior work and board experience includes:
  • Premisys Real Estate Services
  • Founding member of Preferred Real Estate Funds as well as State Tax Credit Exchange in Atlanta
  • An active member of Children’s Healthcare of Atlanta, the Association for Corporate Growth, and CCIM
Mr. Rothschild is also on the Board of Governors of the Buckhead Club and sits on advisory boards of various companies.

Contact us to learn more about our investment strategies and how we may help you or your clients with your tax and investment goals.

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