Richard Bernstein Email & Phone Number

Raleigh, North Carolina, Us

New York, New York, Us

Deer Isle Group empowers capital seekers and asset managers with tools to ensure a transparent, smooth, efficient capital raise, as well as, assist managers grow investor assets under management. Provide resources in business development, marketing and strategy including a proprietary fintech solution that offers curated access to 15,000+ relevant professional investors.

Present investment boutiques to various distribution channels. Execute sales initiatives, relationship management and product management. Represent firms’ strategies and present to wirehouses, broker dealers, banks, consultants, RIAs and TAMPs. Participate in the development of marketing materials. Assist in building business plans for sales and organizational growth. Focus on growth within SMA, UMA, Fund and model delivery platforms.

New York, Ny, Us

Member of the sales and relationship management team responsible for business development in placing mutual funds, ETFs and separate accounts (domestic and international equities, fixed income, municipals, convertibles, liquid alternatives) on platforms and recommended lists at wirehouses, regional and independent brokerage firms, TAMPs and banks.

San Antonio, Texas, Us

Managed relationships with product managers, marketing directors and research analysts from national and regional brokerage firms on separately managed account, mutual fund and retirement platforms.• Main contact for gatekeepers and relationship management executives.• Coordinated due diligence meetings with analysts from national and regional brokerage firms. • Partnered with head of distribution in sales campaigns.• Collaborated with marketing to create product reference materials.

New York, Ny, Us

Served as liaison between independent investment management firms, Merrill Lynch home office management and financial advisors with oversight of over $25B in separately managed account assets.• Consulted with participating outside money management firms on a separately managed account wrap fee platform focusing on marketing, systems, trading and operational issues.• Met with the senior management of investment advisors to discuss mutual business and performed onsite due diligence reviews.• Coordinated, attended and presented at national conferences with portfolio managers, Merrill Lynch Financial Advisors and upper management.