Our Team
MEET OUR DEDICATED TEAM
Forging Your Path to Financial Freedom
Even though we maintain our close relationships and family culture, we are a growing organization with talented people. These passionate experts are central to our accomplishments as a group, each contributing their specialized knowledge, ensuring successful outcomes. Our team, our values and investment process continually evolving over the past 20 years is what makes Iron Age Investments what it is today.
Meet the managing partners
Rory Scerri-Marion
Principal
Rory’s background is in finance and business development from California Polytechnic State University. An entrepreneur who has been constantly seeking residual income, Real Estate Development became the perfect mix blending creativity, community, and financial analysis. Rory has been a real estate developer for the past 18 years. Rory has founded and served as President, CEO, and CIO of several boutique real estate firms in CA and NY before partnering with Naveen to create a family based ethical investment firm focused on generational wealth. This led to the formation of Bronze Age Financial and Iron Age Investments.
Over the past 2 decades, Rory has worked to identify, acquire, build new, and re-position multi-family developments in Austin, San Francisco, Philadelphia, Bozeman, and New York City, prior to moving into Southeastern markets. Rory has also focused more recently on the financial advantages of aggregating single-family rentals into a substantial portfolio across the US.
Naveen Kwatra, DDS, CRPC
Principal
Dr. Naveen Kwatra has achieved remarkable success in finance, dentistry, and real estate investing since 2003. A graduate of Economics from the University of Virginia. He is the Principal and Founder of K2 Capital, LLC. Dr. Kwatra has leveraged his expertise in markets analysis, asset management, and wealth accumulation strategies to free himself from the everyday grind of being a dentist.
His quest is now to help other busy professionals achieve the same work life balance to enjoy today and tomorrow.
A modern-day renaissance man, Dr. Kwatra’s rigorous training, entrepreneurial spirit, and commitment to family values made him a perfect partner with Rory for the formation of Bronze Age Financial and Iron Age Investments.
meet the executive team
Greg Ambrogi
Chief Financial Officer
Nick Neu
Director of Acquisitions
Michael McCloskey
Director of Operations
Kelly Fox
Design Director
meet the leadership team
Sherline Quezada
Financial Controller & CPA
Arthur Martin
Construction Project Manager
Nicholas Costalas
Property Management Director
Vanessa Falcon
Head of Tenant Services
Christopher Fenerty
Leasing Manager
Elissha Whitfield
Senior Administrative Coordinator
3 C’s at the Core of Iron Age Investments
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Capital Preservation
- Safeguarding our client’s investments while strategically seeking opportunities for financial growth
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Communication
- Ensuring transparent, timely, and effective communication with all investors, associates and team members
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Community Impact
- Contributing positively to the local community and supporting initiatives that enhance social and economic well-being
By adhering to these values, our firm can build a reputation for reliability and responsibility, enhance client trust, and foster a positive relationship with the community while achieving financial success
A Legacy of Trust in Real Estate
Our firm aims to offer investors a high quality, ethically responsible, and high performing option in the real estate investment world. Our team boasts a combined 60 years of direct project level experience. IAI’s team evaluates and compares national data at the state, city, and even neighborhood level to fully understand markets before making any investment decisions. Our specific qualitative and quantitative criteria have allowed us to create a formula that focuses on capital preservation while achieving superior risk adjusted returns.