Robert (Bob) Kirkwood

Chief Financial Officer at Lument |Chief Executive Officer, Lument Securities, LLC

Dallas, Texas, United States

About

Strategic Financial Executive with over 20 years of broad experience in finance and operations. Experience with capital raising, mergers and acquisitions. Currently, Bob Kirkwood is chief financial officer at Lument and chief executive officer of Lument Securities. As a member of the senior leadership team, Bob takes part in planning the strategic direction of Lument. He is responsible for directing the accounting, financial planning & analysis, finance, treasury, administration, and RE Technology departments of Lument, as well as oversight of the firm’s sales and trading desk. In October 2020, ORIX Real Estate Capital combined the Lancaster Pollard, RED Capital Group, and Hunt Real Estate Capital brands to form Lument. Lument delivers a comprehensive set of capital solutions customized for investors in multifamily, affordable housing, seniors housing & healthcare, and other commercial real estate asset types. Lument is a Fannie Mae DUS®, Freddie Mac Optigo®, HUD/FHA, and USDA lender. In addition, Lument offers a suite of proprietary commercial lending and investment banking solutions. Securities, investment banking, and advisory services are provided through OREC Securities, LLC, d/b/a Lument Securities, Member FINRA/SIPC. For more information, visit www.lument.com. Investment advisory services are provided by OREC Investment Management, LLC, d/b/a Lument Investment Management. OREC Investment Management is registered as an investment adviser with the U.S. Securities and Exchange Commission. Previously, Bob was chief operating officer and chief financial officer at Lument’s predecessor Lancaster Pollard, where he had direct responsibility for the firm’s information technology, accounting and budgeting, financial reporting, treasury and investor reporting, servicing, and human resources functions. As a member of the executive committee, he helped set the strategic direction of the firm, in addition to managing relationships with banking partners. Prior to joining Lancaster Pollard in 2014, he was CFO and senior managing director at RED Capital Group. He began his career as a member of the financial services audit practice of KPMG, LLP, primarily serving banking and commercial real estate clients. Bob graduated from The Ohio State University’s Fisher College of Business with a bachelor’s degree in business administration and accounting. He is an inactive certified public accountant (CPA) and holds general securities representative (Series 7), general securities principal (Series 24), and financial and operations principal (Series 27) licenses.

Experience

  • Chief Financial Officer at Lument
    Oct 2020 - Present · 5 yrs 9 mos

    In October 2020, ORIX Real Estate Capital combined the Lancaster Pollard, RED Capital Group, and Hunt Real Estate Capital brands to form Lument.

  • Chief Executive Officer at OREC Securities, LLC
    Apr 2020 - Present · 6 yrs 3 mos

  • ORIX Real Estate Capital (12 yrs 5 mos)
    • Chief Operating Officer / Chief Financial Officer
      Jan 2019 - Present · 7 yrs 6 mos

    • Chief Operating Officer / Chief Financial Officer
      Jan 2019 - Present · 7 yrs 6 mos

    • Chief Operating Officer
      Feb 2014 - Present · 12 yrs 5 mos

  • Red Capital Group (9 yrs)
    • Chief Financial Officer, Senior Managing Director
      Jan 2012 - Oct 2013 · 1 yr 10 mos

    • Director and Financial Reporting Manager
      Nov 2004 - Dec 2011 · 7 yrs 2 mos

  • Senior Associate at KPMG US
    Sep 2001 - Nov 2004 · 3 yrs 3 mos