Peter B. Mcmanus, Cfp Email and Phone Number
Peter B. Mcmanus, Cfp work email
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Peter B. Mcmanus, Cfp personal email
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Peter B. Mcmanus, Cfp phone numbers
Senior level investment management professional with extensive sales experience high net worth individuals and institutional clients, endowments, family offices and investment consulting firms. I have a deep background in client services, including client portfolio constructionHelped grow assets under management for both separate accounts and mutual funds.Recognized by Senior Management and peers for sales leadership and client service excellenceSpecialties: Building a mutual fund sales program to RIA and regional consulting firms.Building deep relationships with centers of influence and research consultants.Maintain high client retention rating and building strong relationships by providing investment advice to separate account clients.
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Managing Director3Edge Asset Management, Lp Jan 2016 - PresentNaples, Florida, Us3EDGE Asset Management, LP, is an investment management firm focusing on a global, multi-asset investment strategy that seeks to blend scientific methodology with sound judgment and practical experience. The firm’s proprietary research process considers the complex interrelationships among key forces driving the global capital markets: economic factors, market fundamentals and investor behavior. Quantitative methods of analysis include causal market factors, valuation metrics, as wellas measures of investor psychology and behavior, among others. An additional component of the research process applies a multi-player game theory framework to our analysis to better understand how policy actions by different actors and agents in the public and private sectors could influence the direction of global capital markets. Close attention is also paid to potential investment risks beyond just volatility, including maximum drawdown, as well as a variety of potential trading strategies.Headquartered in Boston, the firm provides investment management services to both private clients and institutional investors. -
Managing DirectorDisciplined Alpha Llc Aug 2014 - Jan 2016Boston, Ma, UsI was responsible for investor relations to hedge fund investors in the institutional markets, single and multi-family offices, investment consulting firms, outsourced CIO firms and fund of funds. Based upon many years of connections within these groups, I worked closely with the CEO and portfolio management team to grow assets in each of our three strategies. -
Head Of Business DevelopmentGranite Investment Advisors Nov 2011 - Sep 2013Reporting to the CEO and as a member of the Management Committee, my responsibilities include the oversight of marketing, sales management and direct sales of Granite Investment Advisors suite of asset management services to both High Net Worth and Institutional Investor markets. Working closely with Executive Management, we have refined our product offerings to fully reflect our commitment to Value investing. We have updated our GIA Total Portfolio Solutions Asset Allocation Series. I have been working closely with Senior Portfolio Management team members to refine GIA Value Proposition, communicate with centers of influence across the client market spectrum and aggressively reach out to Investment Consultants, Broker/Dealer platforms and other strategic business development partners.
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Principal, Account ManagerCadence Capital Management Oct 1994 - Jul 2011I was responsible for sales and client services with Institutional clients, Investment Consulting Firms, Registered Investment Advisers and High Net Worth clients.
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Vice President-Private BankerThe Private Bank At The Bank Of Boston Jun 1991 - Sep 1994I was responsible for sales of asset management, trust, custody and private banking client services to High Net Worth families. I networked with financial intermediaries, such as CPA firms, estate planning attorneys and real estate professionals to expand my client base.
Peter B. Mcmanus, Cfp Skills
Peter B. Mcmanus, Cfp Education Details
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Certified Financial Planning Board Of StandardsCfp -
University Of Massachusetts At AmherstPolitical Science
Frequently Asked Questions about Peter B. Mcmanus, Cfp
What company does Peter B. Mcmanus, Cfp work for?
Peter B. Mcmanus, Cfp works for 3edge Asset Management, Lp
What is Peter B. Mcmanus, Cfp's role at the current company?
Peter B. Mcmanus, Cfp's current role is Managing Director at 3EDGE Asset Management, LP.
What is Peter B. Mcmanus, Cfp's email address?
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What schools did Peter B. Mcmanus, Cfp attend?
Peter B. Mcmanus, Cfp attended Certified Financial Planning Board Of Standards, University Of Massachusetts At Amherst.
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Peter B. Mcmanus, Cfp has skills like Real Estate Private Equity, Hedge Funds, Equities, Creative Real Estate Investing, Wealth Management Services, Marketing, Networking, Investment Management Sales, Institutional, Client Services, Mutual Funds, Asset Management.
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