Seth Adam Stuart Email & Phone Number

Chicago, Il, Us

Berlin, De

Working with a budding Venture Capital firm in a series of stealth startups within FinTech, Branding, CPG, Financial Services etc.

Investment consulting, product strategy, investment analysis and due diligence, competitive market and intelligence analysis for third parties inc. asset / investment managers, third-party marketers, expert networks, TAMPs, b/ds, RIAs, custodians, private banks, MFOs / SFOs and research providers.Assisting in crafting and formulating solutions oriented strategic and tactical advice and guidance by developing and implementing firm product strategies and platform(s) with roadmaps, competitive wealth management landscape, product offerings inc. structures.

Event Intelligence.AI is your personal GPS to find the right events in financial services. There are over 50,000+ events in the financial services industry across different asset classes, geographies, and sectors. How do you find the right ones for you and your firm?EI.AI uses proprietary technology, artificial intelligence and human intelligence to collect and analyze thousands of industry events to help solve critical and costly problems for sales, marketing, and leadership at leading financial institutions.Use EI.AI to:1. Find the right events in the asset classes, geographies, and sectors you focus on2. Find your clients and prospects3. See what your competitors are doing4. Gain a competitive advantageEI.AI will help you optimize your event spend, maximize your team’s resources, and drive revenue for you and your firm.Want to see it in action?Visit www.eventintelligence.ai for more.

Palo Alto, Ca, Us

Working as Advisory Board Member and Senior Advisor to EquityBee's private equity and venture capital platform that assists employees to exercise their stock options and receive pre-IPO shares from privately held companies while providing them with information and capital to participate within the success of the companies they helped build.

Cumming, Georgia, Us

Educational Advisory Board Member | Founded in 2009, Blue Vault is committed to providing the most in-depth and thorough research on alternative investments to help educate financial advisors and help protect investors. We improve transparency by providing access to valuable performance information buried deep inside financial statements and filings, and often difficult to obtain. It is our mission to provide our subscribers with the factual performance metrics, from beginning to end, needed to make better informed decisions concerning nontraded REITs, BDCs, Closed-End Funds, Interval Funds, and Private Offerings. We help educate financial advisors and protect investors by providing the transparency the industry has lacked in the past, educating investors on the true performance of these investments. Please see more details and insights here - https://bluevaultpartners.com/

Coral Gables, Florida, Us

As Head of Product Management & Business Intelligence of a investment management startup my responsibilities included product strategy, development and management of the firm’s investment management strategies and structures as well as the overall wealth management space. As a key member of the CRO's management team I worked directly with our CRO / Head of Distribution, National Accounts, CEO, CAO, CFO, CTO, CMO, CIO and others to grow the company by developing investment strategies and capabilities that support the company's vision and displaying leadership qualities that supplemented the company's culture. I had responsibilities for execution and innovation across the Axxes Capital organization in close collaboration with Business Development team members to deliver robust, best-in-class alternative investment experiences for advisors and their investors by having a deep understanding of relevant firms, strategies, structures, capabilities, wealth management investments and comprehensive fund operations as well as a pragmatic and hands-on approach to problem solving.

New York, Ny, Us

As Chief Architect and Head of Product of an fintech and investment management startup my responsibilities included product strategy, development and management of the firm’s financial technology platform. As a key member of the executive management team I worked directly with our CEO, COO, CFO, CTO, CMO, CIO and Head of Sales Distribution to grow the company by developing strategies and capabilities that support the company's vision and displaying leadership qualities that supplement the company's culture. Using an active and practical approach, I spearheaded development of the platform’s features and user experience to attain the company’s tactical and strategic goals. I led the execution and innovation across the RealBlocks organization in close collaboration with Business Development, Finance, and Engineering team members to deliver robust, best-in-class digital alternative asset management experiences for investors and their advisors by having a deep understanding of relevant technologies, alternative investments and comprehensive fund operations as well as a pragmatic and hands-on approach to problem solving.

Jersey City, New Jersey, Us

Responsibilities included product management/development, manager selection, on-boarding, core positioning and promotion of TD Ameritrade Institutional's (now part of Charles Schwab’s / Schwab Asset Mgmt. Solutions (SAMS) Division within Third-Party Platforms) - Managed Account & Alternative Investment Platform Solutions with investment managers, sales teams & RIAs.• Head of Alternative Investment Product Solutions reporting directly to Head of Investment Solutions from 3/2019 to 4/2021.• Acting Head of Alternative Investment and Managed Account Product Solutions reporting directly to Managing Director of TD Ameritrade Product Management from 5/2018 to 2/2019.• Successfully launched the innovative MMC (Model Market Center) an "open architecture" marketplace of models that lets RIAs research and implement third-party investment strategies with over 1000% growth rate during initial two years.• Successfully launched UMAX (Unified Managed Account Exchange) an "open architecture"​ UMA solution with 1000s of investment choices including - SMAs, ETFs, CEFs, MFs, Third-Party Strategists, alternatives and other investment vehicles.• Successfully launched AIA (Alternative Investment Access) an "open architecture"​ Alternative Investments solution with 33-Act, RIC and 40-Act investment vehicles.• Successfully on-boarded and grew SAE (Separate Account Exchange) a SMA Dual-Contract Platform from less than 50 to over 400 investment managers and over 2000 investment strategies that has seen growth from less than $500 million to over $50 billion (with total managed account solutions assets growing to over $100 billion within my tenure).Member of the TD Ameritrade Alternative Investment On-Boarding Committee (AIOC).

Newark, New Jersey, Us

Developed and crafted “investment story” marketing strategies for product specialists, wholesalers and home officesKey Accomplishment:• Built a solid “investment story” through verbal and written communication.

San Mateo, California, Us

Served as key team member in covering institutional, wirehouse, independent, private banks and RIA channels in creating, developing and supporting investment marketing strategies to retain and grow assets while driving revenue growth. Senior Associate and Investment Product Analyst (6/2006 – 12/2007)Developed strong consultative relationships and implemented creative wealth management based solutions using mutual funds, separately managed accounts (SMAs), alternatives (fund of funds and 40-Act Liquid Alternatives), UMAs, and MDAs to existing and prospective clients. Performing both equity and fixed income due diligence and competitor research on SMAs, mutual funds, FoFs, ETFs, as well as analysis on capital markets and industry trends for U.S. distribution sales team to both retain and grow assets.

New York, Ny, Us

Covered multiple asset classes and styles including both Traditional (SMAs, mutual funds) and Non-Traditional /Alternative (fund of funds, hedge funds and private equity). Developed qualitative and quantitative research and analysis for Consultants, PWM Investment Reps and senior management with a focus on asset allocation, capital markets and investment management solutions for HNW, UHNW and institutional investors. Developed solid investment research and analysis base. Key Accomplishments:• Senior Analyst to CSG Director of Sales • Led Coverage within Taxable and Non-Taxable Fixed Income, Small, Mid and Core Caps research for CSG – Analyst Group - separately managed accounts (SMAs), mutual funds and other investment vehicles. Managed two junior analysts in a mentoring capacity.• Provided analysis of investment managers in a timely cost efficient manner that significantly increased productivity without decreasing quality of research.• Produced research pieces on investment themes, cutting edge concepts and trends within the marketplace to clients and prospects to both retain and grow assets.

New York, Ny, Us

Proactively analyzed and implemented asset allocation wealth solutions using mutual funds, separately managed accounts (SMAs), alternative investments, unified managed accounts (UMAs) and third party Turnkey Asset Management Platform (TAMPs) strategies to grow assets. Key Accomplishments:• Senior Investment Product Specialist covering Private Banking and Investment Management platforms. Significantly grew assets from just over $1 billion to $5 billion in a little less than three years.• Trained, educated and recruited financial advisors to grow assets, while implementing cross selling opportunities of other financial planning products and services. • Mentored four junior members of the specialist team and increased their productivity over 200%.