Alex Moritz Email and Phone Number

Executed primary commitments and co-investments. Led investor relations across our client base.

Muller & Monroe Asset Management is a private equity firm that invests exclusively in small and emerging lower middle market managers.

Acted as an extension of the Investment Team and subject matter expert to distribution in Multi Asset and Alternatives specifically in asset allocation, manager selection and due diligence, and risk management processes. Built strong relationships with sales and compliance to advance deals. Positioned products internally and externally to institutions and investment consultants through RFPs, DDQs and pitch books.

Negotiated and closed deals ranging from $100K-$1M across our flagship products representing 25% of company revenue. Set strategic priorities for Morningstar Direct in Canada and Latin America; researched markets, developed and deployed new product features. Executed client engagements implementing multi-million dollar projects. Consulted for clients across the retail, advisor, and institutional channels.

Made over 100 cold calls per day to find viable, sustainable, prospects for Foreign Exchange services and built relationships to grow business.