Chris Rowland Email and Phone Number

Catalyst Funds is an intelligent alternative manager that believes that traditional buy and hold equity and fixed income strategies do not adequately address investor current market/environment concerns. Our solutions are designed around characteristics that we believe investors need to pursue in their portfolios...alpha-focused, equity and income-oriented returns with lower correlation to common indexes. Our seasoned investment professionals offer modern thinking, looking beyond conventional wisdom to bring fresh ideas and innovative strategies to our clients.

Coverage of NJ & Eastern PA Wirehouse & IBD Advisors

Investment Wholesaler

◙ Ran all aspects of firm marketing and growth initiatives including web, print and phone based efforts◙ Worked along side the firm’s principal to evaluate client portfolios and structured investment solutions unique to the individual◙ Interacted as a service resource to all of the firm’s clients

◙ Responsible for all investment activity at nine different bank branches spread across the city◙ Trained bank employees (two worked directly under me) to recognize investment opportunities and send them upstream◙ Managed a book of over 400 clients while routinely achieving all revenue goals

◙ Consistently exceeded 100% of the companywide standard by independently developing a million-dollar book of business through the use of extensive investment vehicle and strategy knowledge.◙ Developed positive client relationships by personally handling all aspects of account opening and portfolio maintenance◙ Built a database of potential clients by interacting with 25 prospects per day