Robert Mccourt Email & Phone Number

- Work with clients’ children to develop financial and investment acumen while directing investments in their portfolios. - Perform cash flow analysis on client accounts and develop alternative investment suggestions for client review.- Trade client accounts to maintain model allocation and cover liquidity needs. - Prepare and review client performance material. - Handle client requests, these cover many areas but include items ranging from mortgage refinances to reconciliation… Show more - Work with clients’ children to develop financial and investment acumen while directing investments in their portfolios. - Perform cash flow analysis on client accounts and develop alternative investment suggestions for client review.- Trade client accounts to maintain model allocation and cover liquidity needs. - Prepare and review client performance material. - Handle client requests, these cover many areas but include items ranging from mortgage refinances to reconciliation of client books. - Analyze new alternative investment opportunities and present to investment committee for adoption on platform. Show less

- Streamlined and maintained process for fund closes, ensuring that all subscription documents are received by the fund managers and that all investors are accurately reflected upon close. - Managed alternative investments estimates process. Reviewed fund provided estimates and synchronized data onto the performance platform. This was critical to ensure that performance metrics fell within quarterly expectations.- Managed private investment transfer process. Collaborated with various… Show more - Streamlined and maintained process for fund closes, ensuring that all subscription documents are received by the fund managers and that all investors are accurately reflected upon close. - Managed alternative investments estimates process. Reviewed fund provided estimates and synchronized data onto the performance platform. This was critical to ensure that performance metrics fell within quarterly expectations.- Managed private investment transfer process. Collaborated with various alternative investment managers to complete various AML/KYC requirements for proper transfer of interest. Managed the paperwork generation and completion by respective clients. Show less

Bachelor’S Degree, International/Global Studies

Bachelor’S Degree, Finance, General

Associate’S Degree, Business Administration And Management, General

Activities and Societies: Phi Theta Kappa honor Society