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An accomplished executive with experience leading successful teams in the strategic distribution of investment solutions at the retail and institutional levels. In his current role, Bob is responsible for leading the InspereX wholesalers in the distribution of structured products to financial professionals. With a focus on the training & education of complex products and a culture of compliance, InspereX is a key strategic partner to many of the industries largest and most successful broker-dealers and wealth management firms.Prior to joining InspereX (formerly Incapital), Mr. McDermott was a Senior Vice President and Head of Relationship Management at F-Squared Investments. In this role he lead a team of Relationship Management and Sales professionals and was responsible for National Key-Account Management, Platform Sales, and Global Client Service. Previously, Mr. McDermott helped start Orinda Asset Management, where he was a partner and served as Principal of the Capital Markets Group. At Orinda, Bob contributed to the successful launch of two “liquid alternative” solutions which uniquely positioned hedge fund managers in the retail mutual fund marketplace. Prior to Orinda, Mr. McDermott enjoyed a 16 year career at Putnam Investments where he served as a Senior Vice President of the firm’s retail management division. In addition to contributing as a successful wholesaler for many years, Bob was also responsible for guiding the launch of the Insurance Investment-Only sales team and distributed institutional money market products. Mr. McDermott received a BA in Political Science from Providence College and currently holds Series 7, 24, and 63 licenses.
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Managing Director, National Sales Manager | Market Linked ProductsInsperex Feb 2016 - PresentDelray Beach, FloridaResponsible for leading the InspereX wholesalers in distribution of structured investments to financial professionals. -
Trustee, Board Of Directors, Non-Profit OrganizationThe Company Theatre For The Arts Jan 2015 - Dec 2019Norwell, MaThe Company Theatre entertains and energizes audiences with high quality productions; and through the Academy, it inspires students of all ages through the power of the performing arts.Each year, thousands of theatre-goers across Southeastern Massachusetts are dazzled by the excellence of the shows staged by the award-winning Company Theatre.As a non-profit entity, The Company Theatre is committed to:-Entertaining with accessible, high-quality theatre at affordable prices…-Educating students of diverse cultural and financial backgrounds in all aspects of the performing and visual arts through an apprenticeship program and the Academy of the Company Theatre…-And Enriching the cultural scene by giving people of all social and ethnic origins the opportunity to experience and participate in new and established theatrical works.
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Head Of Relationship ManagementF-Squared Investment Advisors Jan 2013 - Sep 2015Wellesley, MaMember of the Global Distribution Management Team. Lead a team of Relationship Management and Sales professionals and was responsible for National Key-Account Management, Platform Sales and Global Client Service. Bob and his team had responsibility for more than 150 RIA, Broker Dealer, & Sub-Advisory clients representing over $20B in assets and more than $75M in annual revenue. -
Principal, Capital Markets GroupOrinda Asset Management Apr 2011 - Jan 2013Greater Boston AreaPartner at a start-up asset management firm focused on bringing experienced hedge fund managers to retail financial intermediaries through multi-managed '40 Act funds. -
Senior Vice President, Senior Regional Marketing DirectorPutnam Investments Apr 2006 - Apr 2011Greater Boston AreaResponsible for the distribution of Putnam's investment solutions to clients in all retail channels and RIA's in the New England Territory. -
Senior Vice President, Marketing Director, Investment Only SalesPutnam Investments Aug 2003 - Apr 2006Boston, MassachusettsProducer and manager of a team of 8 sales professionals responsible for Sub-Advisory and Investment Only business development through insurance distribution partners. Additional responsibilites also included various national speaking engagements, and traveling with & training of new wholesalers. -
Vice President, Regional Marketing DirectorPutnam Investments Sep 1998 - Aug 2003Greater New York City Area & Nashville, TnExternal Retail Mutual Fund Wholesaler responsible for distribution of Mutual Funds, SMAs, Variable Annuities and 529 Plans to Financial Advisors. -
Senior Regional Marketing AssociatePutnam Investments Mar 1996 - Sep 1998Greater Boston AreaInternal Retail Mutual Fund Wholesaler -
Dealer Marketing RepresentativePutnam Investments May 1995 - Mar 1996Greater Boston Area
Bob Mcdermott Education Details
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Political Science
Frequently Asked Questions about Bob Mcdermott
What company does Bob Mcdermott work for?
Bob Mcdermott works for Insperex
What is Bob Mcdermott's role at the current company?
Bob Mcdermott's current role is Managing Director, National Sales Manager.
What is Bob Mcdermott's email address?
Bob Mcdermott's email address is bo****@****nam.com
What is Bob Mcdermott's direct phone number?
Bob Mcdermott's direct phone number is +131237*****
What schools did Bob Mcdermott attend?
Bob Mcdermott attended Providence College.
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Bob McDermott
Hospitality And Operations Focused On Great Service And Developing The Next Generation Of Industry Leaders.Greater Chicago Area -
Bob McDermott
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Bob McDermott
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Bob McDermott
Palmyra, Va1aol.com
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