AeroLeads people directory · profile
Benjamin Poor, Cfa Email & Phone Number
Product and Market Intelligence Director
at
Vontobel Asset Management
1 work email found
@rothschild.com
4 phones found area 207, 212, and 781
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Product and Market Intelligence Director
Location
New York City Metropolitan Area, United States, United States
Who is Benjamin Poor, Cfa? Overview
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Quick answer
Benjamin Poor, Cfa is listed as Product and Market Intelligence Director at Vontobel Asset Management, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at rothschild.com, phone signal with area code 207, 212, 781, and a matched LinkedIn profile for Benjamin Poor, Cfa.
Benjamin Poor, Cfa previously worked as Product & Market Intelligence Director at Vontobel Asset Management and Head of North America Marketing & Client Service at Rothschild & Co. Benjamin Poor, Cfa holds Ba, International Studies from The Johns Hopkins University.
Company email context
Email format at Vontobel Asset Management
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*@rothschild.com
68% confidence
AeroLeads found 1 current-domain work email signal for Benjamin Poor, Cfa. Compare company email patterns before reaching out.
Profile bio
About Benjamin Poor, Cfa
Analyze flow trends to inform opportunities to raise assets. Review competitors’ performance, risk, and portfolios to ensure putting our best foot forward. Collaborate with Sales and Senior management to develop new product and drive business strategy.
Listed skills include Investments, Market Research, Asset Management, Alternative Investments, and 30 others.
Current workplace
Benjamin Poor, Cfa's current company
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9 roles · 27 years
Benjamin Poor, Cfa work experience
A career timeline built from the work history available for this profile.
Product & Market Intelligence Director
Current
Jan 2019 - Present
Head Of North America Marketing & Client Service
- Rebuilt marketing team by training staff on critical investment concepts. Redesigned template for investment commentary to include actionable insights for clients and ensure consistent look and feel across strategies..
- Doubled RFP/DDQ completions and significantly improved quality of responses
- Led ten-fold increase in thought leadership output, authoring 10-15 whitepapers per year
- Served as interim smart beta product specialist and assisted with training of new hire
Jan 2016 - Jan 2019
Managing Director
Chatham Partners
- Served as lead architect of KnowledgePlus, Chatham’s market research platform. Developed market research agenda and take responsibility for market research P&L. Augmented and diversified the firm’s revenue stream away.
- Solely responsible for developing network of market research participants
- Led all business development and client service for KnowledgePlus research platform
- Combined forensic interviews with quantitative analysis to formulate actionable insights
Dec 2014 - Jan 2016
Global Head Of Marketing
- Improved global consistency and increased ROI on marketing activities while cutting budget by 50%. Managed team of seven marketing professionals in the Americas, Asia, and EMEA. Directly supported the CEO by writings.
- Created emerging markets thought leadership campaign showcasing Citi’s expertise
- Led Citi’s Global Advisory Board to better collaborate with asset manager clients
- Increased open rates and click-throughs by 200% on quarterly client e-magazine
Jun 2013 - Jul 2014
Vp, Market Intelligence
- Directly supported the CEO with industry insights to assist with conference presentations and client meetings. Authored whitepapers designed to provide market perspective while promoting Citi SFS’ products and.
- Produced 10-15 titles annually to assist clients navigating globalization and new regulation
- Co-wrote division CEO’s speeches at NICSA (February, 2012) and Fund Forum (June, 2011)
- Co-authored chapter on private equity disclosure trends in published book in just three weeks
Sep 2010 - Jun 2013
Director
- Directed institutional research, setting the vision for the group by collaborating closing with Marketing to identify sales opportunities. Served as a player-coach, managing a team of analysts to ensure quality and.
- Produced an average of $740,000 per year in research sales
- Served as a global subject matter expert for Institutional Investor, Merrill Lynch, ICI, and others
- Appeared on CNBC in 2006 to debate best way to manage assets for ultra-HNW clients
Jul 2004 - Aug 2010
Senior Manager, Investment Products & Svcs.
- Served as an investment consultant for 90 defined contribution plan clients, ranging from $10 million to $450 million in plan assets. Conducted over 500 due diligence meetings on third-party managers, performing.
- Played prominent role in finals presentations to drive business development
- Uncovered over $1 million in unbilled revenue from mutual fund partners
- Won Team Player Award, March, 2000 and Excellence in Service Award, October, 1999
1999 - 2004
~5 yrs
Research Analyst
Kanon Bloch Carre
- Engineered and maintained proprietary quantitative manager evaluation model. Implemented client portfolios based on Modern Portfolio Theory and technical analysis. Led custom solutions for institutional clients and.
- Pioneered risk management techniques focused on downside volatility.
- Enhanced client review process to reassure clients during market volatility and improve retention
- Wrote programming code and managed 250-field database on several thousand mutual funds
Oct 1995 - Jan 1999
2 education records
Benjamin Poor, Cfa education
Ba, International Studies
The Johns Hopkins University
Education record
Boston Latin School
FAQ
Frequently asked questions about Benjamin Poor, Cfa
Quick answers generated from the profile data available on this page.
What company does Benjamin Poor, Cfa work for?
Benjamin Poor, Cfa works for Vontobel Asset Management.
What is Benjamin Poor, Cfa's role at Vontobel Asset Management?
Benjamin Poor, Cfa is listed as Product and Market Intelligence Director at Vontobel Asset Management.
What is Benjamin Poor, Cfa's email address?
AeroLeads has found 1 work email signal at @rothschild.com for Benjamin Poor, Cfa at Vontobel Asset Management.
What is Benjamin Poor, Cfa's phone number?
AeroLeads has found 4 phone signal(s) with area code 207, 212, 781 for Benjamin Poor, Cfa at Vontobel Asset Management.
Where is Benjamin Poor, Cfa based?
Benjamin Poor, Cfa is based in New York City Metropolitan Area, United States, United States while working with Vontobel Asset Management.
What companies has Benjamin Poor, Cfa worked for?
Benjamin Poor, Cfa has worked for Vontobel Asset Management, Rothschild & Co, Chatham Partners, Citi, and Cerulli Associates.
How can I contact Benjamin Poor, Cfa?
You can use AeroLeads to view verified contact signals for Benjamin Poor, Cfa at Vontobel Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Benjamin Poor, Cfa attend?
Benjamin Poor, Cfa holds Ba, International Studies from The Johns Hopkins University.
What skills is Benjamin Poor, Cfa known for?
Benjamin Poor, Cfa is listed with skills including Investments, Market Research, Asset Management, Alternative Investments, Hedge Funds, Mutual Funds, Marketing, and Equities.
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