David Kemmerer Email & Phone Number

Boston, MA, US

Greater Boston Area

• Led the business development efforts in New York, New Jersey and the Midwest with a focus on RIAs and Single/Multi Family Offices.
• Developed brand awareness campaigns to introduce the Balter Long/Short Funds to a previously underserved territory.
• Educated prospects and clients on the diversification and alpha potential of alternative investing.

• Subject matter expert for MFS’s U.S. fundamental and quantitative equity and global allocation strategies, including mutual funds, institutional separate accounts and separately managed accounts.
• Represented the investment team in finals presentations to multi-million-dollar pension plans.
• Led quarterly conference calls with clients and provided portfolio updates and outlook.
• Trusted resource to MFS distribution team – asked to speak with prospects and clients to help support sales and servicing efforts.
• Conducted in depth portfolio and competitive analysis with a focus on performance/attribution, portfolio positioning, etc.
• Interfaced proactively with other MFS departments, including the investment, compliance, legal, client service and operations teams, to resolve product-specific client issues.

• Member of 4-person sales team covering the Pacific Northwest focusing on broker dealers and independent advisors and charged with meeting an annual sales goal of $750M.
• Utilized a consultative sales approach that was effective with financial advisors of varying levels of sophistication to market fixed income and alternative mutual funds.
• Influenced >80% of client base to remain in fixed income funds during a time of challenging performance as a result of the financial crisis.
• First Regional Director to generate >$1M in sales for a newly launched alternative mutual fund.

• Generated new sales leads in a competitive territory with significant growth potential
• Conducted cold calls with upwards of 10 potential clients per day. More than 10% of calls resulted in in-person meetings with field sales representatives.
• Frequently contacted current clients to provide fund updates, discuss the broader market, and provide solutions for accelerating the return on their clients’ portfolios.
• Consistently met all sales goals.

Master Of Business Administration (M.B.A.)

Ms In Finance

Ba, History

Education record