Experience

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  CFA Society New York

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Former Board Member

    • Mar 2022 - Present

  • Member of the Board Of Directors

    • Jan 2018 - Mar 2022

    Former member of Board of the Board of Directors and past Treasurer of the Board of Directors. This society is the largest CFA society in the world with over 11,000 members. The CFA Society of NY is a non profit organization.

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  CenterSquare Investment Management

  • Plymouth Meeting, PA

  • Managing Director, Head of Capital Markets

    • Nov 2018 - Mar 2022
    • Plymouth Meeting, PA

    Lead all capital formation activities for CenterSquare Investment Management, a global investment manager focused on real estate and infrastructure strategies. Heading up a team that develops new investor relationships with institutional investors, consultants, interval funds, wealth management channels, broker dealers and RIA's in the Americas, Europe and Asia.

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  Nuveen

  • Greater New York City Area

  • Managing Director

    • 2007 - Aug 2018
    • Greater New York City Area

    Recruited to start and build a 3rd Party Institutional Business for TIAA. After successfully starting the business in real estate, raised capital for Agriculture and Timber products. TIAA acquired Nuveen in 2014.• Brought in over $7 billion of business into real asset products, more than 20 first time accounts for TIAA, with Public and Corporate pension funds, Foundations and Endowments, Sovereign Wealth funds and Insurance Companies in North America and Europe. • First ever real asset investment for many investors. Cross sold clients into other real assets products. One account grew to over $1.6 billion of equity invested. One account was $500 million at launch.• Led all real estate asset marketing in the Eastern United States with over 15 presentations per month.• Worked with the TIAA product group to develop and launch successful new real asset products to meet the needs of institutional investors including real estate, agriculture, timber and infrastructure funds, and Separately Managed Accounts.• Developed and managed a staff of three Vice-Presidents distributing Nuveen’s institutional products.

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  LaSalle Investment Management

  • Greater New York City Area

  • Senior Vice President

    • Jan 2000 - Jun 2007
    • Greater New York City Area

    Managed marketing in the Midwest and Southern states of the U.S. and the Province of Ontario, Canada. Brought in many new clients into the firm for real estate products around the world, including Canada Pension Plan Investment Board, which became the firm’s largest client. Built trusted relationships for the firm with the largest real estate consulting firms in the US and Canada.

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  JPMorgan Chase & Co.

  • Greater New York City Area

  • Vice President

    • 1999 - 2000
    • Greater New York City Area

    Spearheaded marketing functions the firm’s REIT and Tactical Allocation products and servicing existing clients. Implemented innovative marketing strategies to increase revenue generation. • Organized and presented at a REIT educational seminar that attracted over 100 investors and consultants in a very difficult market. • Produced the presentation live on the Internet, the first time this technology was used at JPMIM.

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  O'Connor Capital Partners

  • Greater New York City Area

  • Senior Vice President

    • 1996 - 1999
    • Greater New York City Area

    Served as director of marketing and client relations for the firm. Managed successful delivery of high quality and consistent service to O’Connor’s institutional clients and consultants.• Spearheaded new product development: Coordinated the market research, offering memorandum and sales effort that raised $830 million for the equity partnership, Peabody Global Real Estate Partners, LP, which closed in June 1999.

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  Prudential Financial

  • Greater Chicago Area

  • Managing Vice President

    • Jun 1981 - Jun 1996
    • Greater Chicago Area

    Mortgage Portfolio Manager and member of Prudential’s Credit Committee that reviewed and approved all real investment transactions over $20 million in the Western Region of the country.