Mary T. Singh, Cfa Email & Phone Number

San Diego

Work with private clients, consultants and major distribution partners to provide insights and interpretation of the firm’s portfolio strategies and investment philosophy, create product distribution strategy, and execute on business development activities. Responsible for managing and developing relationships with several sponsor firms.Previously served as manager of the Channel Management Department, which is responsible for developing and executing effective marketing plans for each of the firm’s target client channels. This department was integrated into communications and product management and I continue to serve in this role.

San Diego

Duties included implementing the firm’s investment decisions, reviewing performance of portfolios with clients and their consultants, communicating buy and sell rationales, discussing performance attribution and ensuring adherence to the firm’s investment guidelines. Equity and Fixed Income Product Specialst.

San Diego

Also served as Sales Lead and Series 24 Principal.

Greater San Diego Area

Bachelor’S Degree

Master’S Degree