Cory Easter Email & Phone Number

Princeton, Nj

Responsible for third party manager research and due diligence with focus on emerging asset management companies. Proven track record of identifying asset managers prior to the explosive growth phase of their life cycles. Helped drive third party SMA/UMA/mutual fund product assets from $0 to $30 billion+ AUM since '09. 15 years experience helping investment managers successfully accelerate their asset growth via asset management distribution in the retail brokerage channel with SMA, UMA and mutual fund sub-advisory. Chief Investment Officer - AAM Mutual Funds: Helped develop and launch AAM's mutual fund complex which has grown from $0 to $2.0 billion+ AUM since 2012 product line launch. Chair AAM Mutual Funds Investment Committee. Perform initial and ongoing due diligence on third party asset managers selected as sub-advisors for AAM's mutual funds. Due diligence review includes all phases of asset manager's business including: investment, operations, trading, systems, disaster recovery, sales, marketing, legal, compliance, finance and management. Regularly report to Investment Committee on sub-adviser performance, portfolio positioning and corporate developments. Responsible for educating internal/external wholesalers on how to position AAM's SMA, UMA and mutual fund products against competing products. Develop reports, marketing materials, talking points which showcase and differentiate our offerings. Provide regular performance and investment management updates so that sales force is perpetually up to speed on current portfolio positioning. Series 7, 24, 66 registrationsChartered Alternative Investment Analyst (CAIA) Evestment Alliance, Morningstar Direct, PSN, Zephyr, Bloomberg, Factset

Princeton, Nj

Responsible for research on third party asset management companies for a start-up turnkey asset management platform. Ran institutional level due diligence on traditional (Large Cap Core, Small Cap Growth, etc.) as well as alternative strategies including hedge funds, funds of funds, private equity, real estate and energy investments.Discovered several emerging managers on cusp of explosive growth phase of their life cycles.

Helped launch Merrill Lynch Global Selects an open architecture Dublin based mutual fund complex with over 30 different third party asset managers. Global Selects eventually grew to a $5 billion AUM mutual fund complex. Served on the Global Selects Investment Committee. Responsible for monitoring manager performance, adherence to process, etc. Made hire/fire decisions on investment managers in the program with input from Research. Responsible for model portfolio construction for risk based client solutions including both long only and hedge funds. Provided alternative investment asset allocation support and analysis to Merrill Hedge Access group and financial adviser community.

Ba, Economics, Film (Double Major)

Activities and Societies: Denison Rugby Club, Denisonian - Photo Editor, Phi Delta Theta

Education record

Activities and Societies: Football, Lacrosse