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Delivering insightful, tailored investment solutions to high net worth individuals, families, and institutions.
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Head Of Business DevelopmentKarpus Investment Management Dec 2024 - PresentPittsford, New York, Us -
Senior Institutional Ocio AdvisorWilmington Trust Nov 2023 - Dec 2024Wilmington, De, Us -
Senior Private Client AdvisorWilmington Trust Mar 2019 - Nov 2023Wilmington, De, Us
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Senior Institutional Defined Contribution StrategistFranklin Templeton Investments Aug 2016 - Mar 2019San Mateo, California, Us -
Defined Contribution Practice LeaderManning & Napier Jun 2014 - Jan 2016Fairport, Ny, UsLed the institutional DC sales and marketing initiative with the goal of growing the firm's defined contribution business through a targeted business initiative. Included reshaping the firm's approach through a newly developed business plan designed to focus new business efforts through more precise market segmentation, increase credibility with demonstrated knowledge of the DC space through a revamped marketing platform, improve sales results by transitioning to a pure consultative selling approach, and increase internal efficiencies through improved communication and coordination. In addition, served as the firm's "subject matter expert" for new business opportunities and current clients for both institutional DC plan sponsors, investment consultants, and select investment advisors. -
Managing PartnerGosselin Consulting Group Llc Jun 2013 - Jun 2014Braintree, Ma, UsManaging Partner of a boutique, DC focused investment consulting firm. Focused on generating new business leads and refining the brand and strategic marketing to highlight a flexible and tactical consultative approach to new business opportunities. Cultivated an active new business pipeline of over $1.5 billion in potential new assets under advisement. -
Vice President - Client AdvisorJ.P. Morgan Mar 2011 - May 2013New York, Ny, UsSales professional responsible for growing the direct, large-plan DC business in the mid-west. Sold over $1.3bn in total assets and developed an active pipeline of over $3bn in potential new DC assets under management. Successfully utilized a pure consultative selling approach focused on uncovering prospect needs, articulating potential solutions, and representing JP Morgan Asset Management investment solutions as an appropriate fit. Collaborated and coordinated with many stakeholders including the Institutional Sales team, Consultant Relations Team, Corporate and Investment Bankers, and the JP Morgan proprietary DC recordkeeping platform service and sales professionals. -
Managing DirectorOfi Institutional Asset Management Feb 2008 - Feb 2011UsInstitutional sales role primarily focused on building a DC franchise while simultaneously selling investment solutions to DB plans. Successful sales track record included direct plan sponsor selling in the mid-west, DC focused consultant firms, and DC recordkeepers. In addition to new business development, was responsible for formalizing the OFII approach to the DCIO market. This including targeted business plan, building and enhancing infrastructure with DC recordkeepers, helping to launch suite of collective funds, and reshape marketing materials. -
Vp - Account ManagerPutnam Investments Oct 2002 - Feb 2008Boston, Massachusetts, UsMulti-faceted role focused on both new client development and relationship management. Responsibilities included managing key DC platform relationships, totally over $10bn in total Putnam AUM. Successfully added Putnam investment strategies to several third-party DC recordkeeping platforms. In addition, managed a territory of DC plan sponsor prospects in coordination with traditional DB sales team and consultant relationship team. -
Product Manager, Distributed ProductsBrown Brothers Harriman Jul 1999 - Oct 2002New York, Ny, UsResponsible for investment servicing of BBH's DC clients. Additionally, was both a member and ultimately chaired the Investment Committee for BBH's non-proprietary manager selection group. Committee recommendations served both high-net worth and defined contribution clients.
Tom Waters Skills
Tom Waters Education Details
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Cornell Johnson Graduate School Of ManagementBuiness Administration -
Queen'S UniversityBusiness Administration
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St. Lawrence UniversityGovernment
Frequently Asked Questions about Tom Waters
What company does Tom Waters work for?
Tom Waters works for Karpus Investment Management
What is Tom Waters's role at the current company?
Tom Waters's current role is Head of Business Development.
What is Tom Waters's email address?
Tom Waters's email address is tw****@****ier.com
What is Tom Waters's direct phone number?
Tom Waters's direct phone number is +158559*****
What schools did Tom Waters attend?
Tom Waters attended Cornell Johnson Graduate School Of Management, Queen's University, St. Lawrence University.
What skills is Tom Waters known for?
Tom Waters has skills like Investments, Mutual Funds, Defined Contribution, Asset Management, Series 7, Asset Allocation, Management, Equities, Portfolio Management, Alternative Investments, Series 63, Retirement.
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