Experience

IMSS, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Founder and CEO

  • Mar 2017 - Present

  Investment Management Support Solutions, LLC was founded in March of 2017, with a focus on meeting the growing demands of a targeted segment of the investment industry. Recognizing investment firms had limited options, IMSS sought to bring money managers an alternative, cost effective solution in supporting 2 critical internal roles, consultant database management and RFP/DDQ completion. The focus at IMSS is predominantly and highly specialized to consultant databases. Our experience is extensive and we focus our efforts on conducting comprehensive database reviews, building new manager profiles, management of data reporting and the continuous oversight of qualitative and quantitative information. In addition, we work closely with clients to build a solid understanding of their firm and strategies, in an effort to provide initial draft versions of RFP's and completing quarterly consultant DDQ's. The foundation of success at IMSS is built first and foremost around our highly talented team of dedicated individuals. We take a strong client centered approach and provide every firm we work with high accessibility to our team and a dedicated Client Relationship Manager to oversee all aspects of reporting. The deep consultant relationships we have built are not only rewarding, but a valuable resource and instrumental to IMSS in expediting and resolving issues quickly as they arise. With a client first approach, the IMSS team has built strong, long standing relationships, a testament to the level of service we provide to our clients and one we are proud of. Show less



GAMMA - Global Asset Management Marketing Association

• United States
• Investment Management
• 1 - 100 Employee

• Board Of Directors

  • Sep 2017 - Present

  GAMMA is a not-for-profit, peer to peer association with members representing a wide variety of marketing, sales, and business development functions. GAMMA is a not-for-profit, peer to peer association with members representing a wide variety of marketing, sales, and business development functions.



Pursuit Capital Marketing, LLC

• United States
• Investment Management

• Partner

  • Apr 2007 - Sep 2017

  Pursuit Capital Marketing, LLC offers outsourced third party marketing services to money management firms. The firm is focused on institutional sales and marketing, collateral creation, RFP, DDQ and consultant database management and reporting. Pursuit Capital Marketing, LLC offers outsourced third party marketing services to money management firms. The firm is focused on institutional sales and marketing, collateral creation, RFP, DDQ and consultant database management and reporting.



Greg Reid Associates, Inc.

• Product Manager

  • Jun 1996 - Apr 2007

  Third Party Sales and Marketing to money management firms targeting institutional clients. Third Party Sales and Marketing to money management firms targeting institutional clients.