Our Team

Robert Forsythe, CPA, CGMA

Founder & Senior Managing Partner

Robert Forsythe, CPA, CGMA

Luke Thomas

Managing Partner & Head of Real Estate

Luke Thomas

Case Fell, CFA, CAIA, CIPM

Partner & Chief Investment Officer of Asset Management Solutions

Case Fell, CFA, CAIA, CIPM

Nathan Sheldon, CFA

Partner & Head of Structured Products

Nathan Sheldon, CFA

L. Mercer Borden

Senior Managing Director

L. Mercer Borden

Joshua Apfel

Managing Director of Product & Distribution Strategy

Joshua Apfel

Austin Mobley, CFA

Vice President

Austin Mobley, CFA

Tanner Hull

Senior Associate

Tanner Hull

Dominic Russo

Associate

Dominic Russo

Max Museles, CFA

Associate

Max Museles, CFA

Josh Del Vecchio, CPA

Associate

Josh Del Vecchio, CPA

Gavin Lamp

Analyst

Gavin Lamp

Kyle Cleaver

Analyst of Asset Management & Investments

Kyle Cleaver

Max Vogel

Analyst

Max Vogel

Daniela Garin

Executive Assistant

Daniela Garin

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Bio

Affiliated Entities

An Integrated Investment Ecosystem

Third Lake Solutions

Third Lake Solutions, LLC ("TLS") provides family office services to ultra-high net worth individuals and families as well as accounting, human resources, marketing, treasury, operations and documentation services to all of Third Lake Holdings, LLC ("TLH") entities.

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Third Lake Development

Third Lake Development, LLC (“TLV”) offers full-service real estate development services.

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Third Lake Construction

Third Lake Construction, LLC (“TLC”) is a licensed general contractor.

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Third Lake Associates

Third Lake Associates, LLC ("TLA") is a FINRA-registered broker-dealer providing advisory services.

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Third Lake Brokerage

Third Lake Brokerage, LLC ("TLB") offers land acquisition and sales services.

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Start the Conversation

We're here to answer your questions and discuss how our advisory services can help you achieve your investment goals.

contact@thirdlake.com

(813) 497‑8100

1600 East 8th Avenue
Suite A132-A
Tampa, FL 33605

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