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Senior Investment Analyst with over 15 years of broad based experience analyzing and conducting due diligence on alternative and traditional investment strategies. Proven record of applying qualitative and quantitative analysis to identify successful investment managers for inclusion in portfolios. Solid expertise managing and administering research projects, providing leadership, developing organizational policies, and operating within a team environment. Develops and maintains strong relationships with a variety of investment managers as well as a high quality network of institutional investors to share investment ideas. Diligent, insightful, and reflective analyst with a well earned reputation throughout the industry as a high integrity professional.
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Senior Research AnalystPfm Asset Management Llc Oct 2014 - Dec 2015Greater Philadelphia AreaSenior Investment Analyst• Led investment manager due diligence and search process of domestic equity strategies within the investment consulting practice and for the Outsourced Chief Investment Officer (OCIO) business.• Advised Investment Committee on portfolio and strategy allocation inclusive of views on managers and current market conditions.• Managed and upgraded the approved list of domestic equity managers availble for prospective and existing consulting clients as well as for the OCIO model.• Collaborated with Managing Directors and Senior Managing Consultants on new investment manager searches within the domestic equity space.
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Senior Investment AnalystJanney Montgomery Scott Jul 2013 - Jan 2014Greater Philadelphia AreaKey part of a team of 5 which analyzed and evaluated quantitative and qualitative information for prospective and recommended investment managers and product solutions.• Maintained and upgraded the recommended list of mutual funds and SMA’s for the large cap, International, and Alternatives categories.• Provided written analysis and recommendations on mutual funds, separate account managers, and alternative investment strategies.• Assisted financial advisors and marketing team members ensuring effective delivery of product solutions with manager and fund selection.
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Senior Analyst; Alternative Investments, Portfolio ManagerVeritable, Lp Jan 2005 - Dec 2012Newtown Square, PaPromoted to Portfolio Manager for a domestic fund of funds product investing in traditional and hedged investment managers, which grew to nearly $275 million. Designed, launched, marketed and implemented the strategy since its inception.• Lead analyst responsible for approximately $500 million of client capital invested with external investment managers.• Negotiated investment management terms including fees, lock-ups, and transparency which were most favorable to clients, with respect to new investments.• Produced and delivered performance and attribution commentary for distribution to clients to keep them abreast of portfolio activity throughout each quarter. • Experience in managing portfolio risks through hedging with exchnage traded funds, futures, and options. • Active participant with prospective and existing clients, trustees and executive committes. • Generated detailed market and economic analysis on a quarterly basis for teammates and internal staff to increase awareness of recent market and economic conditions. -
Senior Analyst; U.S. Strategies, & Head Of Manager SourcingVeritable, Lp 2003 - 2012Newtown Square, PaSourced and identified start-up and existing hedge funds, and acted as the primary liaison with Prime Brokers and third party marketing firms. • Conducted qualitative manager due diligence, evaluated potential investments, prepared writen recommendations, as well as ongoing portfolio monitoring.• Conducted nearly 200 initial and follow-up interviews with prospective money managers employing a variety of strategies each year.• Led or participated in in-depth due diligence projects on more than twenty potential investments that ultimately resulted in more than fifteen core investments.• Successfully identified talent in an analyst as a portfolio manager, developed guidelines for a new equity long/short strategy and seeded the fund with client capital.
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Analyst; International StrategiesVeritable, Lp 1997 - 2003Newtown Square, PaTraveled extensively throughout Europe and Asia sourcing potential new hedge fund investments, and performed ongoing due diligence on existing investments. • Initiated new procedures, such as risk monitoring tools, attribution analysis, and assisted in creating an internal hedge fund research database which enhanced productivity.• Provided analytical support on the firm’s additional $2.0 billion of fund of funds products, including international, small cap, and private equity investments.• Developed and maintained close relationships with existing hedge fund managers, their analysts, and administrative professionals ensuring productive partnerships. • Assumed responsibility for reporting performance and other communications to clients.
Brian Carr Skills
Brian Carr Education Details
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Finance, General
Frequently Asked Questions about Brian Carr
What is Brian Carr's role at the current company?
Brian Carr's current role is Gayley Street Partners, Owner.
What is Brian Carr's email address?
Brian Carr's email address is bc****@****elp.com
What is Brian Carr's direct phone number?
Brian Carr's direct phone number is +161064*****
What schools did Brian Carr attend?
Brian Carr attended Saint Joseph's University.
What skills is Brian Carr known for?
Brian Carr has skills like Hedge Funds, Alternative Investment Strategies, Portfolio Management, Mutual Funds, Alternative Investments, Equities, Fund Of Funds, Investments, Asset Management, Bloomberg, Wealth Management, Investment Management.
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Brian Carr
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Brian Carr
United States3yahoo.com, nike.com, nike.com -
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Brian Carr
New York, Ny3yahoo.com, tbwachiat.com, doremus.com
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