Bio
Experience
-
-
Head of Investor Relations
-
2009 - Present
-
-
-
-
Managing Partner
-
Jan 2005 - Sep 2008
Responsible for the sales, marketing of the concentrated hedge fund of funds vehicle established for institutional investors.
-
-
-
-
Senior Vice-President
-
Jan 2001 - Jan 2004
Responsible for the sales, marketing and development of absolute return products for all of the affiliates in the firm's holding company both in the US and abroad. Products include Harris Associates $3.2 billion hedge fund of funds, individual long/short US equity fund and market neutral US c...
-
-
-
-
Senior Vice-President
-
Jan 1999 - Jan 2001
Established US marketing and sales effort for Geneva based hedge fund of funds firm.Responsible for the sales and marketing of customized separate account management of hedge fund investments for this $6 billion European based investment group. Marketing responsibilities include the entire US in...
-
-
-
-
Managing Director
-
Jan 1997 - Jan 1999
Investment group from CDC Investment Management Co. rejoined Scudder colleagues to establish niche absolute return product platform for institutions.Responsible for the global sales, marketing and client service of the firms' products including a global macro hedge fund, global fixed income a...
-
-
-
-
Senior Vice-President
-
Jan 1995 - Jan 1997
Established investment group of macro trading and global fixed income with Putnam Investments CIO and trader.Created documents and structure for launching of the institutional sales effort in the US for this foreign investment firm.Responsible for the sales and marketing of a global macro hedge f...
-
-
-
-
Senior Vice-President Client Relationship Manager
-
Jan 1994 - Jan 1995
Established new management of global fixed income management with the investment group from Scudder Stevens & Clark.Represented the portfolio management group for the firms' global fixed income products, to 100+ institutional clients, whose assets totaled over $8 billion dollars. Particip...
-
-
-
-
Principal
-
Jan 1989 - Jan 1994
Responsible for the sales and marketing of all the firms fixed income products.Raised $2+ billion
-
-
-
-
Regional Sales Manager
-
Jan 1984 - Jan 1989
Marketing and sales of all the firms' institutional investment products in the six southwestern states and then the seven southeastern states to all segments of the marketplace.
-
-
-
-
District Sales Manager
-
Jan 1982 - Jan 1984
-
-
Education
-
1977 - 1981University of Virginia
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community