Experience

Managed Asset Portfolios, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Director of Institutional Sales

  • Apr 2018 - Present

  I joined MAP in 2011 to build out their institutional distribution platform. My title change in 2018 was in name only, as my role, responsibilities, and ultimately production, was the driving factor.-Responsible for developing & cultivating institutional relationships (e.g. consultants, MFO’s, SFO’s, UHNW, foundations, pension plans) across multiple distribution channels and platforms, while servicing and managing current clientele (organically developed). -Utilize various traditional and proprietary methods of identifying, qualifying, acquiring, and servicing, clientele (assets). Attempt to minimize the cost of acquiring assets and increasing revenue by working closely with MAP's experienced investment team to identify opportunities, and impediments, in respect of MAP’s Global Equity & Global Balanced strategy. -Territory spans the US, Canada, and abroad. -Director of Institutional Sales, effective 3/31/2018, from the position of Business Development Manager/ Institutional Sales.

• Business Development Manager / Institutional Wholesaler - Sales

  • Sep 2011 - Present

  -Successfully developed MAP’s institutional and intermediary distribution platform by collaborating with each front, middle and back offices to better understand & articulate our competitive advantages, as well as develop more efficient processes, protocols, and tools for collaboration. Work closely with experienced investment team to build-out the institutional and quasi-institutional/intermediary division, for distribution our flagship (Global Equity & Global Balanced US Multi-Cap Value) SMA strategies. Double-digit growth in AUM and revenue on a % basis, for 6+ consecutive years.-Responsible for cultivating relationships with key decision-makers at foundations, endowments, corporate pension plans, family offices, institutional consultants, and RIA’s.-Assist portfolio managers with development and distribution of performance metrics for internal and external use ( utilizing Zephyr, Morningstar Direct, Bloomberg, StatPro). -Develop new marketing materials, including the website, pitch books, white papers, and presentations, to communicate a clear & concise message, based on the principles of the strategies, and relevant industry trends.-MAPERS (Michigan Association of Public Employee Retirement Systems) member since 2012.