Experience

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  Aaron Capital

  • Managing Director, Manager Sourcing and Capital Placements

    • Aug 2018 - Present

    Responsible for sourcing Investment Fund Managers and increasing AUM for firm`s clients. Conducting capital introductions and placements on behalf of Aaron Capital clients to Institutional Investment firms, Family offices and RIA relationships.Founded in 1989 Aaron Capital is the investment bank for family owned and entrepreneurial driven middle market companies For over 28 years the Aaron team has provided bulge bracket quality services to its clients.As an entrepreneur owned bank we understand our client’s needs, desires and stress points This enables us to aggressively pursue our clients’ goals and deliver superior results in each ofour transactions.The Aaron team has completed hundreds of transactions in a wide range of industries including healthcare life sciences, consumer products services, food beverage, industrials, technology, EB 5 and real estate. This breadth of experiences enables us to succeed in many industries, while individual teammembers develop deep understanding and expertise in industries in which they are passionate.

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  SMARTX

  • West Palm Beach, Florida Area

  • Managing Director, Capital Placements and Manager Sourcing

    • Jan 2015 - Oct 2017
    • West Palm Beach, Florida Area

    Responsible for for growing UMA Platform AUM by sourcing Investment Mangers to the Platform and making Capital introductions, placements to Institutional Investors, RIA`s, Family offices and Wealth Managers to utilize the PlatformExpanded investment offerings by 150% by securing engagement agreements with over 20 investment advisors, with over $50 billion in aggregate AUM.Brokered 100+ introductions generating over 30 new Investment relationships with Institutional investors and RIAs. SMArtX is Registered Investment Advisor providing secure, liquid access to hedge fund and traditional strategies.

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  Meyler Capital

  • Managing Director, Capital Placements

    • Oct 2014 - Aug 2016

    Conducted Capital introductions and placements on behalf of Firm`s clients` to Institutional Investors, RIA`s, Family officesManaged 10-person placement team including training and supervising new hires.Executed engagement and selling agreements with 14 fund managers, two UMA/TAMP platforms representing nearly $3.0b in aggregate placement mandates.Meyler was founded on the belief that the capital-raising process is ripe for disruption. Our marketing-centric approach leverages modern marketing strategies, technology and a robust group of industry experts to help you attract more capital. The Meyler team averages 20 years of global capital markets experience across a broad scope of disciplines. With access to a network of thousands of pre-qualified institutional and accredited investors, along with technology and tools like video, Sonar Marketing and robust analytics, we increase our clients’ potential for success in building a meaningful brand and accelerating asset momentum. For more information, please visit www.meylercapital.com and www.meylercreative.com.Securities offered through Applied Capital, LLC, a member of FINRA and SIPC.

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  Christiania Capital / Meyler Capital

  • Co - Founder & Managing Director, Fund Manager Sourcing and Capital Placements

    • Nov 2010 - Aug 2016

    Developed strategic partnership with FINRA-regulated broker-dealer, allowing firm's institutional sales team to become registered representatives and introduce fund manager clients to qualified investors.Managed 10-person placement team including training and supervising new hires.Executed engagement and selling agreements with 14 fund managers, two UMA/TAMP platforms representing nearly $3.0b in aggregate placement mandates generating over $300,000 in revenue.Christiania Capital, LLC offers strategic advisory services and Capital Introductions to alternative and traditional investment fund managers as well as TAMP/UMA platforms who are committed to investing in their strategic expansion, increasing institutional assets under management and sourcing Investment Managers and RIA Investors for UMA Platforms. Christiania’s team offers over 200 years of global capital markets experience. We are dedicated to assisting client fund managers through the development of dynamic fund marketing tools and providing strategic advisory services designed to improve the effectiveness of their asset gathering efforts. Christiania leads fund managers through the preparation of transparent, high-quality marketing and due diligence documentation, and coaches clients on delivery of high-impact presentations. Our tailored process saves clients the time and expense typically associated with marketing their fund while improving the effectiveness of their marketing efforts. Christiania provides clients a full complement of materials, enabling institutional and accredited investors to review client fund opportunities easily and efficiently.

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  Mercury Securities, LLC

  • Registered Representative - Capital Introductions

    • Aug 2011 - Dec 2014

    Mercury Securities, LLC is a FINRA-registered broker-dealer providing institutional and accredited investors a pipeline of alternative asset and long-only fund opportunities across a broad array of investment sectors and strategies.

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  SEI

  • Wholesaler/Relationship Manager

    • Apr 2007 - Aug 2008

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  Mercer Advisors

  • Relationship Manager

    • 2004 - 2007