Bequest Asset Management

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Sarasota, FL based Asset Management firm focused on Real Estate and Energy. Our main focus is acquiring and managing assets that provide predictable monthly passive income without compromise.

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Managing Partners

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Jim Hirchak
Chief Financial Officer
Trish Higgins
Vice President Human Resources
James B. Keefe
Marketing Director - Investment Management
Lauren Wilcox
Asset Manager
Cally Higgins
Asset Manager
Daniel Rosen
Revenue Cycle Manager
Shaun Ausborn
Senior Investor Relations
Christopher Ortiz
DevOps Engineer
Gabby Smith
Collateral Assistant
Gabrielle Smith
Collateral Assistant
Kayla Daurio
Marketing Specialist
Eliot Bergbauer
Junior Investor Relations Associate