Brian Moss, Cfa Email & Phone Number

Darien, CT, US

Soaring Capital Management, LLC is an independent, registered investment advisory company that provides conflict-free, objective investment advice and provides access to global niche alternative and traditional investment opportunities to individuals, families, trusts and business owners. Soaring Capital’s investment approach is principally focused on long.

Board member on the Darien Chamber of Commerce Charitable Foundation and Treasurer and Executive Board Member of the Darien Chamber of Commerce. Serve as treasurer and trusted fiduciary on the Board of Directors to oversee the financial administration of the Chamber. The Darien Chamber of Commerce is committed to taking a leadership role in promoting the.

New York, NY, US

• Blue-chip fine art investment company founded by billionaire serial entrepreneur. Hired as a full-time consultant to advise on business and marketing strategy for institutional investors. Helped build out model that.
• Initiated selling agreements with investment advisors and wealth management platforms
• Engaged Bloomberg, S&P, MSCI and FTSE Russell regarding index partnerships
• Structured products for institutional investors

Activist fund focused on investing in US industrial and consumer companies. Creates value by making changes in capital allocation, operations, strategy and corporate governance. Employs levers in a similar manner to a private equity firm however mostly operates in the public markets. Lead capital raising and investor relations globally for the firm..

New York, New York, US

• Global alternative investment firm managing over $3b of alternative investments including multi-manager vehicles and single strategy hedge funds managed by the following asset managers: - Platinum Asset Management –.
• Secured largest sale in the company history ($1.1 billion) from one of the biggest US pension funds.
• Management Committee Member – Select group of recognized thought leaders.
• Focused on a wide range of investors including institutional allocators and consultants.
• Developed business with global platform with offices in US, Europe, Asia, LATAM and Middle East.
• Successfully retained clients through the 2008-2009 crisis while also raising new capital.

New York, NY, US

• JP Morgan spun off risk management company called The RiskMetrics Group. Global provider of quantitative/risk analytic software and services for hedge funds, fund of hedge funds and institutional investors. Firm was.
• Best performing business development executive globally for 4 of 6 years at the firm.
• Directly responsible for opening over 200 new relationships resulting in $40 million in new revenue.
• Successfully made hedge fund capital introductions resulting in over $300 million of capital flows.
• Developed business with CIO’s from top ten global fund of hedge funds and pension funds.
• Developed business model that led to over 350 new client and strategic relationships

Toronto, ON, CA

• EJV Partners/Bridge Information Systems (acquired by Thomson Reuters) - Welsh, Carson, Anderson & Stowe private equity firm backed roll up of global financial information systems, software, quantitative/analytics and.
• Highest producing sales executive (numerous years)
• Grew business by generating over $4 million in revenue in a single year.
• Consistently achieved Chairman’s Club status throughout tenure at firm.
• Successfully managed and developed a suite of quantitative finance software products. Business line revenue exceeded $25 million

Zurich, CH

Fixed income research and co-manager of the Fixed Income Strategy desk