Director Of Investment Management
CurrentThe Archdiocese of New York Investment Office is responsible for overseeing the investment management of pension, endowment, foundation and operating assets for the Archdiocese of New York and related entities. The Investment Office works with fund investment committees and an investment consultant on several of the major portfolios, to determine asset allocation and manager selection, and directs the implementation of investment policies and strategies.Member- Pension Investment Advisory Committee Member- Joint Perpetual Care Investment Committee Member- Captive Insurance Company Finance Committee Member-Private Equity Investment Review Board Prior to the Archdiocese:Seasoned asset gathering professional skilled in penetrating the high net worth, intermediary and institutional markets.SIGNIFICANT CAREER ACHIEVEMENTS• Gatherer of new asset flow in multiple asset classes and Investment vehicles. • Built and Lead Regional and National Sales teams• Corporate, Platform and Research Relationships • Develop Strategic and Tactical Marketing and Sales Plans• Actionable Sales Idea Generation• Multiple Revenue generating positions: Sales, Marketing, Business DevelopmentCORE COMPETENCIES• Strategic Market Planning • Relationship Building• Tactical Sales Positioning • Expense conscious • Communication Skills • Problem Solving• Resourceful • Articulate• 80% TravelBuild Relationships with Senior Executives and Decision Makers Fortune 50 Account Relationships Consistently Deliver Results Entrusted with billions of dollars of assets under management and have consistently produced remarkable growth. Develop and Implement Strategic Marketing and Sales PlansCreate value propositions for financial product launches. Strong presentation skills; Platform speakerProven contributor to team development. Identify high potential and mentor to success.