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Michael Tumulty profile image

Michael Tumulty

Relationship Manager at Apex Clearing Corporation
Intro Book
Seasoned finance expert with 30+ years of experience in prime brokerage, relationship management, and client services.
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Location
New York City Metropolitan Area, US
Skills
  • Hedge Funds
  • Prime Brokerage
  • Relationship Management
  • Team Leadership
  • Client Services
  • Show all
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Bio

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Michael Tumulty is a seasoned finance professional with extensive experience in prime brokerage, relationship management, and client services. He has held senior roles at top firms including Bear Stearns, Merrill Lynch, and Cowen Prime Services LLC. Tumulty holds an M.S. in Investment Management from Pace University and a B.S. in Business Administration from State University of New York at Oswego. With over 30 years of experience, Tumulty has developed a strong expertise in hedge funds, prime brokerage, and operations management. He has a proven track record of driving business growth, improving processes, and delivering exceptional client service.

Experience

  • Apex Clearing Corporation
    • New York, United States
    • Relationship Manager
      • May 2017 - Sep 2022
      • New York, United States

  • Cowen Prime Services LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director
      • Sep 2015 - Feb 2016

      Client Service / On-Boarding / Product Specialist (Cowen acquired Concept Capital Markets)

    • Managing Director
      • Aug 2014 - Sep 2015

      Client Service / On-Boarding / Project Management (Concept acquired Lazard Capital Markets clients)

  • Lazard Capital Markets
    • New York, NY
    • Director
      • Jan 2010 - Jul 2014
      • New York, NY

      Head of Client Services / On-Boarding / Product Development / Portfolio Reporting

  • Rafferty Capital Markets, LLC, Research Division
    • New York, NY
    • Senior Vice President - Business Development
      • Jan 2009 - Oct 2009
      • New York, NY

      Business Development / Product Development / Client Service

  • Merlin Securities
    • New York, NY
    • Vice President - Consulting
      • Oct 2008 - Nov 2008
      • New York, NY

      Stream line work flow process between Sales, Technology, Client Service and Operations

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Director - Hedge Fund Relationship Management
      • Sep 2005 - Jan 2008

      Senior Coverage Officer for Top Tier Hedge Funds

    • Director - Department Manager - Prime Services
      • 2003 - Aug 2005

      Manager of Hedge Fund Client Services - North America

  • Bear Stearns Companies
    • New York, NY
    • Managing Director - Principal
      • 1986 - 2003
      • New York, NY

      Head of Global Prime Brokerage Client Services

Education

  • Pace University - Lubin School of Business
    Master of Science (M.S.), Investment Managment
  • State University of New York at Oswego
    Bachelor of Science (B.S.), Business Administration - Minor Economics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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