Excited to work with an exceptional team at a leading asset management firm addressing some of the current challenges facing asset management today.

In my current role, I orchestrate corporate restructure, optimizing a number of critical areas including asset management partnerships, M&A, and distribution, among others. I routinely design and integrate performance improvement strategies to strengthen overall operations and visibility across the asset management community. Additionally, I coordinate talent acquisition and development, hiring new distribution team members with outside expertise to bolster existing thought leadership. Key accomplishments include:• Effectively leading our team to revise pricing and go-to-market strategies with an immediate impact to bottom line growth.• Playing a key role in cultivating innovative new partnerships, solidifying a $6B+ pipeline for the firm.• Successfully reversing outflows of prior years to achieve net inflows upwards of $700M.• Increasing institutional effectiveness, implementing newly configured Salesforce CRM system.

During my tenure as Managing Director, I spearheaded restructure and transformation of our existing business model to consolidate the previous three-company approach to one customer-centric operation. I frequently coached and mentored a highly effective team of 19 associates to challenge the status quo and redefine the Endowment and Foundation sector, including family offices, private foundations, and multiple philanthropic markets. Moreover, I championed a renewed focus on portfolio management to encompass nearly all asset classes. Key accomplishments include:• Leveraging a completely restructured and refocused team to significantly increase average transaction size of more than 1000%.• Reimagining our hiring focus to assemble and retain new distribution team.• Partnering with internal stakeholders across the firm and executive leadership to launch new product offerings, increase market share, and embrace a singular vision.• Establishing and maintaining strategic relationships with key business partners within the sector.• Increasing efficiency, consolidating multiple CRM systems into one cohesive unit to streamline reporting.

I manage a business unit dedicated to the management of Philanthropic assets.

New business development for Endowments & Foundations. Marketing to key accounts. Portfolio construction & relationship management. Extensive work within and across multiple tiers of the organization.

Throughout this venture, I collaborated with numerous clients, including corporations, pensions and endowments to identify strategic objectives and address highly complex portfolio issues ranging from M&A to core advisory and business processes. Key accomplishments include:• Launching and building the firm with an innovative vision of serving clients with liquidity needs.• Partnering with an extensive number of alternative asset management firms to proactively address emerging portfolio issues.• Developing and implementing numerous buy-side, sell-side, and advisory relationships across capitalization ranges while simultaneously strengthening existing relationships to enhance brand recognition.

In this role, I conceptualized a new business segment for UBS, leveraging extensive cross-functional collaboration between the Investment Bank and Asset Management department. I efficiently marshalled global UBS resources to build constructive solutions for institutional endowment marketplace, capitalizing on hard assets, alternative funds, and custom portfolios, including global real estate and currency trading programs and infrastructure funds. Additionally, I solidified working relationships with universities, endowments, and foundations to identify and obtain new mandates. Key accomplishments include:• Successfully developing strong relationships with the top 25 largest endowments and foundations in the United States as measured by AUM.• Streamlining frequent and concise account reviews, in addition to more in-depth meetings and market activity analysis.• Laying the groundwork for endowments and foundations to efficiently diversify into new areas.

We started this firm with $80M in assets and grew it to over $40B. Beginning in Sales, I left as Head of US Asset Management and had responsibilities in multiple countries as well. Teamwork was essential. Analysis of technical problems as they applied both to the portfolio as well as the multiple dimensions of the business (securities lending, fund margins and SEC compliance) were vital to running this profitably. Worked with over 56 professional asset managers in various disciplines globally. I also served on the boards of asset management companies in Australia and Ireland, as well as on the global management team and M&A team.