Julie F. Morin
The VisionWise Capital team is headed by company founder and CEO Sanford Coggins. Sanford’s unique background as a Commercial Real Estate Broker/Principal, and 25 years as a Wealth Advisor combines a history of real estate underwriting with the experience of a Registered Investment Advisor (“RIA”).
He is one of few professionals who have been able to successfully transition from being an RIA to a Sponsor of RIA-friendly commercial real estate Alternatives through his company, VisionWise Capital, which controls $51M of real estate assets.
Sanford began his professional career as a Commercial Loan Officer underwriting loans for real estate and energy related credits. He has served Investors as a Commercial Real Estate Broker and Principal of over $500 million in commercial real estate acquisitions and dispositions.
As Vice President, Wealth Management Advisory at Merrill Lynch for 16 years, Sanford managed over $100M in client assets, and co-developed a three-year $77M pilot project creating financial opportunities for the region’s ethnically diverse communities. Sanford earned ML’s Lifetime Achievement Award for leadership and excellence.
Sanford holds a post-graduate Certificate of Entrepreneurship from the University of Southern California, and received his BA from the University of Texas at Austin, where he played football on a four-year scholarship. Sanford has been a featured speaker for colleges, universities, and industry conferences including courses on Business Financial Strategies at UCLAs Price Anderson School of Business, and Alternative Investments at several IMN, iGlobal, and ADISA Conferences.
Sanford and his wife, Robin, live in Southern California and have three adult children.
Construction Project Manager
As the Construction Project Manager for VisionWise Capital, Andrew is responsible for managing all interior and exterior renovations for each acquisition. Andrew’s role includes developing the project scope of work, creating CAPEX budgets, obtaining bids, scheduling, and overseeing all contractors while achieving high-quality control standards and adhering to strict cost containment goals.
Andrew has been a licensed General Contractor in California for 22 years specializing in Residential and Commercial Renovations. Andrew earned a degree in Construction Technology and completed an apprenticeship in cabinet making that equipped him with the skills, attention to detail & quality that were instrumental in him growing a successful cabinetry business working for large Southern California home builders.
In recent years, Andrew has focused on multifamily renovations and assembling a strong group of specialty subcontractors who help create and maintain the “VisionWise” brand of desirable properties.
Julie F. Morin
Julie provides daily operational and administrative support to CEO Sanford Coggins and the staff at VisionWise Capital, LLC. In addition to her duties of appointment scheduling, meetings, and correspondence, Julie is responsible for Investor Services. She processes individual investments, and prepares investor updates and quarterly distributions.
Prior to joining VisionWise Capital in 2014, Julie worked for a local real estate investment company and was actively involved in Property Management & Leasing, Trade Show Events, Human Resources, and Investor Relations.
Julie holds a Bachelor of Arts in Psychology from the University of California, Irvine. She lives in Laguna Beach and enjoys spending time with family and friends.