Strategize and manage North American fundraising effort for $5.4B global private equity fund-of-funds
• Execute consultative approach with institutional investors to articulate and sell broad private equity platform –US, Europe, Asia primary, secondary, co-investment programs within comingled funds and managed accounts
• Generate new prospects through referrals, cold calls, industry contacts, RFI/RFPs and road shows; high-quality management of prospect, consultant and industry relationships

Identify new private equity investment opportunities as well as manage intermediary relationships for family office
• Prospect and screen new opportunities to build out and formalize investment pipeline
• Collaborate with TAH investment team to add value to the current portfolio and provide a unique perspective on possible future investment opportunities

Managed marketing and fundraising efforts for boutique equity long/short, market neutral hedge fund
• Develop and maintain existing investor relationships; identified and prospect new investors
• Point of contact to clients, consultants and prospective investors including responding to information requests, completing questionnaires, maintaining and updating internal investor database

Ten week training and rotational program with firm’s top Relationship Managers
• Analyze client portfolios to recommend investments and implement asset allocation strategies

Partner with two senior fiduciary officers to manage over 200 high net worth and family office relationships
• Administer trust accounts according to bank's fiduciary responsibilities through interpretation and application
of governing instruments and relevant trust and estate legislation
• Work with Portfolio Managers on clients’ investment objectives, risk profiles and liquidity needs
• Advise co-fiduciaries, beneficiaries, and remaindermen on fiduciary procedures and client issues

Aligned with senior trust officers to provide comprehensive financial and fiduciary advisory to ultra-high net worth clients
• Collaborate with sales team to open and fund over 150 new accounts per quarter averaging $450 million in AUM
• Administer trust and investment management accounts for individuals, families, estates, foundations, and limited partnerships; liaise with investment managers and alternative investments team for client best practices