Mark Iannarelli, Cfa Email and Phone Number

Provide research and advice on areas of municipal finance, asset management, tokenization, and other technology related areas.

Assembled team of music and technology veterans to build a social music virtual reality platform to meet pent-up demand for music experiences with friends and increase music monetization for artists and rightsholders. Led product strategy and management to the shipment of a live product available to 12mm+ users. Closed partnership deals and led pipeline including top promoters, venues, radio, artists, and many others. Led fundraising efforts across friends, family, angel, and venture capital investors. Led product and team to point of acquisition target across music and broader entertainment partners.

Oversaw $2.5 billion in AUM across proprietary SMAs and mutual funds. Led firm and bond team in formation and execution of taxable and tax-exempt portfolio strategies. Launched, marketed, and managed Rockefeller internal management strategies across newly acquired private wealth management advisor teams. Serviced "rep as pm" advisor models with clients across fixed income markets. Initiated vision and business cases for auto-execution technology and digital wallet distribution.

Led the management of $1.3 billion in assets and advised clients across individual accounts, Rockefeller mutual funds, and third-party products. Smoothly navigated firm and clients through historically difficult to analyze macroeconomic and bond market changes with strong leadership including contrarian thought-leadership and portfolio positioning.• Led firm and bond team in formation and execution of taxable and tax-exempt portfolio strategies.• Advised as member of 3rd party manager and Rockefeller employee retirement solutions committees.• Founded and managed Rockefeller mutual funds in addition to pioneering S&I strategies.• Advised clients on market trends, portfolio solutions, and performance attribution.• Authored weekly bond market commentary and quarterly “Foresights”.• Led next generation initiatives on areas such as sustainability, impact, crypto-currency, and robo-advisors.

Quickly assimilated and assumed leadership of the fixed income team and assets with promotion to Director.

Managed $1 billion+ in fixed income assets for direct clients and third-party wealth managers. Navigated through historic credit crisis and bond insurance collapse with good portfolio performance and limited client impacts. Constructed and actively manage short-term, intermediate, and long-term municipal bond portfolios. Participated as member of Executive, Investment, Portfolio Management, and Credit Committees. Used “relative value” approach to tax-exempt portfolio construction with the goal of benchmark outperformance. Analyzed tax-exempt investment grade, non-investment grade and non-rated issues for portfolio inclusion.Analyzed distressed/high yield tax-exempt and taxable issue s for inclusion Osprey Opportunity hedge fund. Authored weekly macroeconomic/general bond market overview commentary. Co-authored newsletters and “white papers” relevant to current industry discussion topics. Interfaced with current and prospect clients regarding the firm, products, and markets. Contributed to corporate business strategy across products, marketing, human resources, and firm structure.

Immediately rose from operations associate to taxable and tax-exempt bond trader and assumption of tax-exempt portfolio management. Developed the Managed Account Group’s municipal bond investment outlooks and portfolio parameters. Constructed and actively managed municipal bond portfolios consistent with a top-down approach. Executed municipal bond trading in the ING National Tax-Exempt Bond Fund and separately managed accounts. Assisted sales and marketing colleagues in municipal bond product presentations and portfolio support. Authored periodic municipal market notes to assist the sales and marketing team in asset gathering.

Excelled within the Cashiering Support group, maintaining Canadian accounts, reconciliation, and leading ad-hoc “back-office” projects. Acted as the cashiering representative to Canadian branch. Maintained Canadian omni-bus accounts with sole-responsibility. Prepared reconciliation reports for NYSE 15C-3 reporting. Approved customer transfers of cash and securities. Recognized for raising a “Flag of Excellence” by “going above and beyond my responsibilities.”