Peter B. Mcmanus, Cfp

Peter B. Mcmanus, Cfp Email and Phone Number

Managing Director at 3EDGE Asset Management, LP @ 3EDGE Asset Management, LP
Peter B. Mcmanus, Cfp's Location
Boston, Massachusetts, United States, United States
About Peter B. Mcmanus, Cfp

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.

Peter B. Mcmanus, Cfp's Current Company Details
3EDGE Asset Management, LP

3Edge Asset Management, Lp

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Managing Director at 3EDGE Asset Management, LP
Peter B. Mcmanus, Cfp Work Experience Details
  • 3Edge Asset Management, Lp
    Managing Director
    3Edge Asset Management, Lp Jan 2016 - Present
    Naples, Florida, Us
    3EDGE 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.
  • Disciplined Alpha Llc
    Managing Director
    Disciplined Alpha Llc Aug 2014 - Jan 2016
    Boston, Ma, Us
    I 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.
  • Granite Investment Advisors
    Head Of Business Development
    Granite Investment Advisors Nov 2011 - Sep 2013
    Reporting 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.
  • Cadence Capital Management
    Principal, Account Manager
    Cadence Capital Management Oct 1994 - Jul 2011
    I was responsible for sales and client services with Institutional clients, Investment Consulting Firms, Registered Investment Advisers and High Net Worth clients.
  • The Private Bank At The Bank Of Boston
    Vice President-Private Banker
    The Private Bank At The Bank Of Boston Jun 1991 - Sep 1994
    I 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

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 Family Office Hedge Fund Of Funds Investments Etfs

Peter B. Mcmanus, Cfp Education Details

  • Certified Financial Planning Board Of Standards
    Certified Financial Planning Board Of Standards
    Cfp
  • University Of Massachusetts At Amherst
    University Of Massachusetts At Amherst
    Political 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?

Peter B. Mcmanus, Cfp's email address is pb****@****ail.com

What is Peter B. Mcmanus, Cfp's direct phone number?

Peter B. Mcmanus, Cfp's direct phone number is +161740*****

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 interest in Collecting Antiques, Exercise, Home Improvement, Reading, Shooting, Gourmet Cooking, Sports, The Arts, Home Decoration, Children.

What skills is Peter B. Mcmanus, Cfp known for?

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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