Director, Northeast Regional Manager

• Jan 2016 - Present

Responsible for new business development and client service within the wirehouse and independent/RIA channels in New England and upstate New York. AMG Funds provides access to many of Affiliated Managers Group’s (AMG) boutique investment Affiliates through our family of mutual funds and separately managed accounts. In addition, AMG Funds oversees and distributes a number of complementary open-architecture mutual funds subadvised by unaffiliated investment managers. This broad combination of investment products allows us to serve the needs of the financial advisor community and their clients while helping to achieve their long-term investing goals. Show less

Associate Director, Internal Wholesaler

• Apr 2012 - Dec 2015

• Worked alongside an external wholesale partner to cover the New England region • Represented a wide variety of institutional investment products including hedge funds and fund of funds, separately managed accounts (balanced multi-asset portfolios, equity and fixed income standalones, all ETF), mutual funds and wrap fee programs • Worked closely with financial advisors to service existing accounts and bring in net new assets by identifying an opportunity set, then delivering comparative analysis, commentary, and customized marketing material • Coordinated efforts between myriad teams including portfolio management/traders/strategists, admin, legal/compliance, marketing and operations, in order to achieve a superior level of client service Show less

Investment Management Consultant

• Aug 2011 - Apr 2012

• Identified ways to maximize productivity and integration of software into daily workflow by using FactSet • Partnered with internal research analysts and specialists to create, implement and deliver software solutions • Trained clients on use of various applications within FactSet • Identified ways to maximize productivity and integration of software into daily workflow by using FactSet • Partnered with internal research analysts and specialists to create, implement and deliver software solutions • Trained clients on use of various applications within FactSet

Intern, Private Wealth Management

• May 2010 - Aug 2010

• Processed client account service requests such as fund transfers, literature requests and quarterly mailings, and ensured proper documentation • Conducted research projects for the financial advisor team, and sat in on branch seminars • Processed client account service requests such as fund transfers, literature requests and quarterly mailings, and ensured proper documentation • Conducted research projects for the financial advisor team, and sat in on branch seminars

Intern

• Oct 2009 - Dec 2009

• Worked closely with brokers, and shadowed them to observe daily work flow • Completed Anti-Money Laundering records for client base • Worked closely with brokers, and shadowed them to observe daily work flow • Completed Anti-Money Laundering records for client base

Intern, Environmental Health & Safety Dept.

• May 2009 - Aug 2009