New York, New York, United States
Experienced financial services investor relations and client service professional, responsible for overseeing all aspects of the client relationship with various client types based across the globe. Also involved with sales, marketing, product development, product positioning, strategy and communications.
Chief investor relations and client service contact for a fundamental value-oriented, event-driven manager with peak AUM of ~$12.0 B. Was responsible for overseeing all aspects of client relationships and shareholder engagement across several hundred direct investor relationships, spanning all institution types and global regions. Also involved with sales, marketing, product development, product management, strategy and communications.
Responsible for technical sales, product positioning and marketing for a global emerging markets macro hedge fund (Absolute Return Magazine’s 2005 new hedge fund of the year, with peak AUM of $2.5 B), and prior to that for the entire BSAM hedge fund platform including equity, debt and relative value strategies.
Developed and monitored a pool of quality equity investment managers for recommended use by retail and institutional clients, by examining a manager’s investment philosophy, process, people and performance.
Conceptualized, evaluated, designed, integrated, enhanced and maintained multiple financial products and services.