Management Consulting - New York, New York, United States
๐ฆ๐๐ฎ๐ ๐ถ๐ป ๐๐ต๐ฒ ๐๐ฎ๐บ๐ฒThat's what ๐ ๐ถ๐ฑ๐ฑ๐น๐ฒ ๐๐น๐ฎ๐ฝ๐ฏ๐ผ๐ฎ๐ฟ๐ฑ ๐๐ฑ๐๐ถ๐๐ผ๐ฟ๐ is all about. "If you are both wise and lucky, you will not make the same mistake twice, but you may make any one of ten thousand relatives of the original. The mistake family is so large that one of them is always hanging around."- Jesse Livermore in ๐๐๐ข๐๐ฃ๐๐จ๐๐๐ฃ๐๐๐จ ๐ค๐ ๐ ๐๐ฉ๐ค๐๐ ๐๐ฅ๐๐ง๐๐ฉ๐ค๐ง (1923)The simplest way to ๐๐๐ฎ๐ ๐ถ๐ป ๐๐ต๐ฒ ๐ด๐ฎ๐บ๐ฒ is to avoid mistakes others have already made. Recognize them and use them to focus your energy. Be meticulous. ๐ฌ๐ผ๐ ๐ฐ๐ฎ๐ป ๐ฑ๐ผ ๐ถ๐.โ ๐ฃ๐ฟ๐ผ๐๐ถ๐ฑ๐ถ๐ป๐ด:โบ Business Development โข Fundraising โข Financial Reporting โข Complianceโ ๐ง๐ผ:โบ Broker-Dealers โข Family Offices โข Asset Managers โข PE/Hedge FundsSample clients:โข ๐๐น๐ผ๐ฏ๐ฎ๐น ๐ฃ๐ฎ๐ฐ๐ถ๐ณ๐ถ๐ฐ ๐ฆ๐ฒ๐ฐ๐๐ฟ๐ถ๐๐ถ๐ฒ๐ ๐จ๐ฆ ๐๐ป๐ฐ., Chief Investment Officer, 2019-Present. ๐๐๐ก๐ฅ๐ ๐ฟ๐ฒ๐ด๐๐น๐ฎ๐๐ฒ๐ฑ ๐ฏ๐ฟ๐ผ๐ธ๐ฒ๐ฟ-๐ฑ๐ฒ๐ฎ๐น๐ฒ๐ฟ (CRD #: 304566), providing: โข Exchange traded brokerage in equities, fixed income, and mutual funds; โข Private placements of corporate debt and equity; and โข Limited partnerships in private equity, hedge, and real estate funds. โข ๐ ๐ฎ๐๐ถ๐ป๐ถ๐ฐ๐๐ ๐๐๐, Managing Director, 2015 โ Present. Advise general and limited partners on due diligence, asset strategy and advisory.โข ๐ข๐ป๐๐ผ๐ฟ ๐๐ฎ๐ฝ๐ถ๐๐ฎ๐น, Managing Director, 2017 โ 2019. Capital raising, advisory and asset management services for managers and investors.โข ๐ ๐ฎ๐น๐น๐ผ๐ฟ๐ ๐๐ฎ๐ฝ๐ถ๐๐ฎ๐น ๐๐ฟ๐ผ๐๐ฝ, ๐๐๐, Managing Director, 2015 โ 2017. Leading private placement agent boutique, with over $10 billion raised.โข ๐ฆ๐ป๐ผ๐๐ฏ๐ฟ๐ถ๐ฑ๐ด๐ฒ ๐๐ฑ๐๐ถ๐๐ผ๐ฟ๐, Managing Director, 2013 โ 2015. Raised capital for hedge, private equity, and real estate funds.
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