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EMAIL AVAILABLE (917)499-4329 https://LINKEDIN LINK AVAILABLEObjectiveSeasoned financial advisor with a strong track record in ales, marketing, investor relations, and strategic growth within the asset management industry. Seeking an investor relations and business development role to leverage my expertise in fundraising, sales strategy and client relationship management to drive growth and success at a forward-thinking firm.Professional ExperienceKind Venture Capital, New York, New York (September 2023 - Current)Founder and Managing PartnerCrafted a comprehensive business plan for a venture capital fund focused on minority investments in innovative US-based software companies.Engineered a visually engaging and content-rich website, resulting in increased inbound traffic and enhanced user engagement.Conducted thorough due diligence on a diverse pipeline of private tech deals, meticulously sourced through secondary markets, ensuring optimized investment opportunities.Designed a persuasive client-facing marketing presentation, articulating the venture fund's value proposition and investment strategy, enhancing client understanding and engagement.Catalio Capital Management, New York, New York (November 2022 September 2023)Senior Associate, Marketing and Investor RelationsSuccessfully introduced Catalio Capital Management to over 250+ prospective investors (UHNWs, SFOs, Endowments, Private & Public Pensions) across three distinct funds, expanding the firm's investor network and potential capital sources.Played a pivotal role in securing commitments from three investors for Catalio's flagship venture capital fund, validating the strength of the firm's investment strategy and bolstering its financial resources.Actively contributed to enhancing operational efficiency by assisting in the development and implementation of a robust CRM system, streamlining investor communication and data management.Provided valuable guidance and expertise in sales management, contributing to the improvement of internal management systems, thereby enabling the team to optimize its fundraising efforts.Demonstrated adaptability and the ability to excel in a multifaceted role by concurrently supporting fundraising initiatives across three different investment vehicles: venture capital, venture credit, and a specialized healthcare-focused hedge fund.UBS Private Wealth Management, New York, New York (April 2021-September 2022)Vice President, Private Wealth ManagementRaised significant fee-earning AUM marketing investment banks various hedging solutions to UHNW and FOs..Developed and marketed to a pipeline of over $1.5 billion UHNW and FO prospects targeting private equity professionals and founders of private companies.Created compelling marketing collateral (presentation, SDDQ) for the Founders Group within UBS Private Wealth Management.Performed due diligence on various alternative fund managers and marketed to prospective clients.Reviewed deal flow from Direct Investment Group (DIG) for prospective and current clients.Coller Capital, New York, New York (August 2019-March 2021)Senior Associate, Investor Relations and Business DevelopmentHelped build Coller Capitals High Net Worth (HNW) fundraising business segment by developing key relationships with major intermediaries and investors.Fundraised on UBS and Morgan Stanleys wealth management platforms, raising over $500 million globally, including $325 million in the United States for Coller International Partners VIII (CIP VIII).Introduced and built a white-label feeder fundraising initiative through marketing to Registered Investment Advisors (RIAs) in the United States and Canada.Collaborated with multiple internal teams, including investment, diligence, and accounting, to develop a streamlined communications system for fund due diligence responses with HNW investors.Managed and reviewed day-to-day operations of HNW fundraising and subsequent client servicing efforts, including training of junior team members.Appointed member of Global Diversity & Inclusion group with a focus on inclusion during the Covid-19 pandemic.The Carlyle Group, New York, New York (February 2015 January 2019)Analyst, Investor RelationsMet with Carlyles largest institutional clients and marketed a majority of Carlyles strategies across multiple regions.Developed Carlyles new Insurance-related business, growing it to over $350 million in AUM.Marketed Carlyles feeder initiatives with leading financial institutions.Assisted with Carlyles Separately Managed Accounts program by developing marketing collateral and providing client support.Comtex News Network, New York, New York (September 2006 January 2015)LeGarde Capital Management LLC Associate Portfolio Manager, Portfolio ManagementManaged marketing and sales process for new client acquisition, servicing, and retention.Oversaw the creation of sales material for presentation to prospective clients.Gained significant portfolio management and investment strategy experience during the financial crisis.Directed quantitative model development and resolved trade issues and disputes.SmarTrend Product Manager, Product DevelopmentCreated a web-based equity analysis service, significantly increasing subscriptions while reducing operating expenses.Generated new functions for products, evaluated business opportunities, and strengthened client relationships.Oversaw training and evaluated performance of team members, including writers.Analyzed user metrics, created revenue projections, and reported company results to the Board of Directors.Legg Mason, Washington D.C. (Summer 2003)InternSupported portfolio management group in daily accounting and reconciliation duties.Provided portfolio reports and compliance for equities group.EducationEducation: Duke University, Durham, NC (2002-2006), BA in US HistorySkills, Licenses & InterestsSkills: Microsoft Product Suite, Pitchbook, Preqin, Salesforce, DealCloudLicenses: Series 7, Series 63, Series 66, Series 82Interests: Active Parent/Volunteer at Christ Church Day School, Environmental Causes, Tennis (ranked junior tennis player), GuitarReference available upon request |
