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Work Background
MarshBerryDirector - Financial Advisory IBC
Oct. 2024Grand Rapids, Michigan, United StatesThe Wealth Advisory market is currently one of the fastest growing advisor channels. At MarshBerry we know and understand the distinctive complexities of these markets, working with you to amplify your position. For immediate or long-term strategies in liquidity, organic and inorganic growth, and business continuity planning, firms choose MarshBerry Leveraging a focused and well–defined process, MarshBerry’s team of investment bankers understand the complexities of the wealth market and how to properly position your firm to realize value. With extensive experience in both organic and inorganic growth strategies, clients turn to MarshBerry for strategic advisory, growth acceleration consulting, M&A transactions including liquidity transactions, acquisition transaction, business continuity/perpetuation transactions, and more. MARSHBERRY CAN HELP YOU: Partner, acquire, or build for business expansion
Achieve greater success through strategic growth
Develop strategies for new revenue channels
Create or enhance business diversification
Identify, evaluate, and establish capital partners
Complete due diligence
Journey Strategic Wealth Chief Growth Officer
Oct. 2022 - Jan. 2024Journey Strategic Wealth is a Registered Investment Advisor built for advisors who want independence, flexibility and full-fledged practice management support.
Antrim Bay & CoPrincipal
Feb. 2021Tampa, Florida, United StatesWe provide tailored strategic advice to wealth management and asset management firms, guiding them through growth, operational efficiency, and transitions to achieve their long-term goals. Our expertise extends to M&A advice, strategic planning, valuations, compensation structuring and strategic partnerships encompassing the design and implementation of customized distribution and capital-raising strategies. By working closely with leadership teams, we develop and execute solutions that align with the owners' vision, driving sustainable growth and maximizing value over time.
Carson GroupSr Vice President - Sales and Distribution
Oct. 2019 - Feb. 2021
Swan Global InvestmentsManaging Director - Head of National Accounts
Mar. 2016 - Oct. 2019Swan Global Investments is an asset management firm that designed and manages the Defined Risk Strategy (DRS), with over $3.2 billion in assets under management (as of Aug 31, 2016). Launched in 1997, the Defined Risk Strategy is an absolute-return, market-neutral investment strategy designed to generate consistent returns and reduce volatility across full market cycles (both bull and bear market). This proprietary strategy is available in Mutual Funds, Separately Managed Accounts, custom DRS Overlays on existing equity portfolios, Re-Insurance vehicles and a Retirement Plan/ Collective Investment Trust (CIT) offering. Swan’s expanding portfolio of innovative investment offerings is managed out of Durango, CO with affiliated offices in Tampa and Puerto Rico. Swan is innovating to bring the professional advice marketplace the next generation of strategic risk management. Swan is focused on helping institutions, advisors and investors to acquire, grow and retain assets through the use of effective hedging strategies. Swan provides their investors and clients with alternative investments that are designed to protect and grow their wealth by seeking to deliver industry leading absolute and risk-adjusted returns over a full market cycle. www.swanglobalinvestments.com
www.swandefinedriskfunds.com
Swan Global InvestmentsDirector of Client Relations
Mar. 2014 - Mar. 2016Swan Global Investments is an asset management firm that designed and manages the Defined Risk Strategy (DRS), with over $3.2 billion in assets under management (as of Aug 31, 2016). Launched in 1997, the Defined Risk Strategy is an absolute-return, market-neutral investment strategy designed to generate consistent returns and reduce volatility across full market cycles (both bull and bear market). This proprietary strategy is available in Mutual Funds, Separately Managed Accounts, custom DRS Overlays on existing equity portfolios, Re-Insurance vehicles and a Retirement Plan/ Collective Investment Trust (CIT) offering. Swan’s expanding portfolio of innovative investment offerings is managed out of Durango, CO with affiliated offices in Tampa and Puerto Rico. Swan is innovating to bring the professional advice marketplace the next generation of strategic risk management. Swan is focused on helping institutions, advisors and investors to acquire, grow and retain assets through the use of effective hedging strategies. Swan provides their investors and clients with alternative investments that are designed to protect and grow their wealth by seeking to deliver industry leading absolute and risk-adjusted returns over a full market cycle. www.swanglobalinvestments.com
www.swandefinedriskfunds.com
Goldman Sachs & Co.Alternative Investment Associate
Aug. 2007 - Mar. 2014Goldman Sachs serves the investment management needs of preeminent institutions and individual investors worldwide. GS offers the resources of a large, global firm and the specialization of a boutique with independent investment teams, while seeking to deliver comprehensive risk management through our team-driven, research-intensive approach to investing.
Plaza Ortho Labs, IncClient Relationship Manager
Aug. 2005 - Aug. 2007A manufacturer of premiere dental consumables sold in the Chicagoland area. Selling, developing and manufacturing products that are used in every dental restorative procedure today. Our sales force works closely with a network of exclusive distributors and provide technical training and support while further developing our business relationships.
Plaza Labs, Inc.Analyst
Aug. 2003 - Jul. 2005A manufacturer of premiere dental consumables sold in the Chicagoland area. Selling, developing and manufacturing products that are used in every dental restorative procedure today. Our sales force works closely with a network of exclusive distributors and provide technical training and support while further developing our business relationships.
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