1031 DST Group Names Todd May as Chief Investment Officer
1031 DST Group is pleased to announce Todd May as Chief Investment Officer, a leadership role focused on strengthening the firm’s investment strategy, due diligence process, and educational support for accredited investors and advisory partners.
Todd brings more than 20 years of executive-level experience across finance, revenue strategy, operational leadership, and partnership development. His appointment reflects 1031 DST Group’s continued commitment to helping investors evaluate tax-aware investment strategies with clarity, structure, and professional guidance.
As Chief Investment Officer, Todd will support the firm’s broader investment framework across 1031 exchange eligible opportunities, Delaware Statutory Trusts (DSTs), alternative investments, and other tax-efficient strategies designed for accredited investors.
A Background Built on Finance, Strategy, and Execution
Todd’s professional background includes leadership roles with globally recognized organizations, including Republic National Distributing Company and Constellation Brands, where he held progressive positions in revenue management, growth strategy, and business development. Most recently, he served as Senior Vice President of Sales at WES Brands, where he led large-scale growth initiatives, managed key accounts, and contributed to long-term strategic direction.
His experience aligning business performance, market strategy, and executive execution gives him a practical perspective on evaluating opportunities through both a financial and operational lens.
This background is especially relevant in today’s investment environment, where accredited investors are often evaluating tax-sensitive transactions, liquidity events, real estate transitions, and long-term portfolio positioning.
Financial Experience Aligned With Investor Needs
In addition to his executive leadership experience, Todd brings early-career experience in the mortgage industry, having worked as both an underwriter and loan officer. This foundation provides practical insight into lending structures, risk assessment, underwriting discipline, and client-focused financial decision-making.
Todd holds a Bachelor of Science in Finance from Louisiana State University and maintains Series 7 and 66 securities licenses, reinforcing his understanding of financial markets, investment frameworks, and regulatory considerations relevant to accredited investors.
Strengthening the Firm’s Investment Framework
In his role as Chief Investment Officer, Todd will help guide 1031 DST Group’s investment strategy and opportunity evaluation process. His work will support the firm’s commitment to providing investors and advisory partners with clear, education-first guidance around complex tax-aware strategies.
Todd’s focus will include:
Supporting investment due diligence and opportunity review
Helping evaluate DSTs and alternative investment strategies
Aligning investment options with investor objectives, risk tolerance, and tax considerations
Collaborating with CPAs, attorneys, Qualified Intermediaries, financial advisors, and real estate professionals
Advancing educational resources for accredited investors navigating capital gains events
His leadership will help reinforce the firm’s role as a resource for investors seeking structured guidance around 1031 exchanges, Delaware Statutory Trusts, Opportunity Zones, and alternative reinvestment strategies.
Leadership Perspective
“Todd’s finance background, executive leadership experience, and strategic discipline make him a strong fit for the Chief Investment Officer role,” said leadership at 1031 DST Group. “As our firm continues to grow, his perspective will help strengthen how we evaluate opportunities, support investor education, and guide clients through complex investment decisions.”
Supporting Long-Term Investor Strategy
Based in Dallas, Todd will play a key role in helping 1031 DST Group expand its investment leadership platform and educational outreach. His approach is grounded in clarity, consistency, and disciplined evaluation, qualities that are essential when supporting accredited investors through tax-sensitive transitions and long-term portfolio planning.
His appointment as Chief Investment Officer further strengthens the firm’s ability to serve investors evaluating 1031 exchange strategies, DSTs, and alternative investment options within a professional, compliance-conscious advisory framework.
About 1031 DST Group
1031 DST Group is a national firm focused on tax-aware investment planning, including 1031 exchanges, Delaware Statutory Trusts, Opportunity Zones, and alternative investment strategies. The firm works with accredited investors and financial professionals to help evaluate options aligned with long-term objectives, risk tolerance, and regulatory considerations.
👉 Explore our team: www.1031dstgroup.com/about
If you would like to connect directly with Todd May and follow his professional insights, you can reach him on LinkedIn: 👉 Connect with Todd May: https://www.linkedin.com/in/todd-may-aa899b41/
For those evaluating tax deferral strategies, 1031 exchange options, or planning a potential liquidity event, you are welcome to schedule a complimentary consultation with our team. 👉 Schedule a complimentary consultation: www.1031dstgroup.com/free-consultation
Disclosure
This content is provided for educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Investors should consult their financial professional regarding their specific circumstances before making any investment decision.
Portions of the written content in this article were assisted by artificial intelligence (AI) technology tools and reviewed by 1031 DST Group for quality and compliance. A 1031 exchange may not be suitable for all investors and may involve risks, including the potential for loss of principal. Always consult with a qualified tax advisor or financial professional. Some investments, including alternative investments and DSTs, involve significant risks and may be illiquid, speculative, and suitable only for accredited investors.
Accredited investors are defined under SEC Rule 506 of Regulation D. Generally, an investor is deemed accredited if their net worth is greater than $1,000,000, exclusive of their primary residence, and/or their annual income exceeds $200,000 for the current and past two years. Click here to learn more.
Ray DeWitt is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Investment Advisory Services are offered through Realta Investment Advisors Inc., an SEC registered investment advisor. Securities are offered through Realta Equities, Inc., Member FINRA/SIPC. Neither Realta Equities, Inc. nor Realta Investment Advisors Inc. is affiliated with C-Suite Network or 1031 DST Group. Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies.