Experienced investment sales/client executive driving profitable revenue and asset growth across institutional channels and investment consultants. Considerable expertise in liquid alternatives, developed and emerging markets. Strong commercial skills and fosters a collaborative approach in working across multiple functional areas including compliance, investment teams, client service and global offices.One of two initial employees in North America who built the business and grew it from one client and $200 million in assets in 2006 to over $12B through Sept 2021. Held various leadership roles during this strong period of growth and build out. In October 2021, the active equity, multi asset and alternatives business of Mellon was merged into Newton increasing overall assets from $50B to $100B.
Investment Management
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Consultant - Institutional Distribution | Consultant Relations | Alternative InvestmentsInvestment ManagementNew York, Ny, Us
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Distribution | Consultant Relations | Investor Relations | Alternative InvestmentsInvestment Management Oct 2024 - Present
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Global Consultant RelationsNewton Investment Management Jan 2006 - Sep 2024Greater New York City AreaPart of the institutional team that specialized in identifying the needs and requirements of asset owners to fund their liability streams. Newton offers a wide range of active (Global, Regional and US) equity and multi-asset solutions. Our Multi-Asset Solutions team offers fundamentally based systematic solutions including: liquid alternatives, risk parity, alternative risk premia, trend, carry, momentum, equity long/short, global macro, tail risk hedging and other innovative solutions. We cater to the Corporate DB & DC, Public DB & DC, E&F, healthcare and investment consultant channels. -
Vice President Of New Business DevelopmentBny Mellon 2004 - 2006I specialized in corporate, public and E&F segmant sales for all of BNY Mellon's asset management firms. The investment solutions included active and passive strategies across equity, fixed income, multi-asset and absolute return. Consistently exceeded business development and sales targets.
Jon Ritz, Cfa Education Details
Frequently Asked Questions about Jon Ritz, Cfa
What company does Jon Ritz, Cfa work for?
Jon Ritz, Cfa works for Investment Management
What is Jon Ritz, Cfa's role at the current company?
Jon Ritz, Cfa's current role is Consultant - Institutional Distribution | Consultant Relations | Alternative Investments.
What schools did Jon Ritz, Cfa attend?
Jon Ritz, Cfa attended University Of Notre Dame - Mendoza College Of Business, Virginia Tech - Pamplin College Of Business.
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