Greater Philadelphia
An asset management professional with 30+ years of experience in investor relations, consultant relations, product development, marketing and business development to institutional and retail markets. Currently responsible for all aspects of investor relations, as well as new business development with corporate and public pension funds, endowments and foundations and consultants. In addition, responsibilities include the development and marketing of new products and strategies on a global basis.
Responsible for all aspects of global investor relations, as well as new business development with corporate and public pension funds, sovereign wealth funds, superannuation funds, endowments and foundations and consultants. Responsilities also include the development and marketing of new products and strategies.
Responsible for leading Client Service, Sales, Marketing, and Consultant Relations for the firm's public and private investment platforms.
Responsible for client and consultant relations for the firm's institutional asset management client base.
Responsible for the launch of the firm's distribution strategy to the wirehouse and regional broker-dealer networks. Firm became a Top 10 manager of equity wrap accounts in the industry within 8 years.