Manager Sales
Resume:
BRYCE D. COATS
**** **** ****** ** *******, WA **117 206-***-**** **********@*******.***
PROFESSIONAL EXPERIENCE
HAMILTON MILLER INVESTMENTS, LLC - DENVER, CO
Vice President - December 2010 – Present
Institutional sales and sourcing of alternative investments for a FINRA registered
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placement agent
Successful in lead generation and ability to articulate complex investment concepts to key
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investment professionals
Instrumental in generation of manager research, marketing materials and risk analytics
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ATHENS CAPITAL MANAGEMENT, LLC - SANTA BARBARA, CA
Chief Investment Officer and Portfolio Manager - June 2007 – February 2010
Lead the firm’s sales effort and presented our investment methodology and market
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outlook with existing and prospective high net worth clients
Portfolio manager of Athens Steady Return Fund (“ASRF”), a multi-strategy fund of
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hedge funds with an emphasis in the energy and commodity complex.
Formed strategic and tactical asset allocation weightings across traditional and non-
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traditional asset classes
Structured and seeded new funds with existing managers
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Ongoing relationship management with prime brokers, consultants, hedge funds, fund of
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funds and other industry participants for ongoing references and market updates
Implemented and managed the firm’s credit facility and macro hedge overlays
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SILVER CREEK CAPITAL MANAGEMENT, LLC - SEATTLE, WA
Portfolio Manager - November 2001 – January 2007
Co-manager of Silver Creek Early Advantage Fund (“EA”), a fund of hedge funds
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dedicated to investing in early stage and niche oriented managers
Instrumental in ongoing sales effort; grew Fund from $50 million at launch to over $650
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million in assets under management
Winner of Invest Hedge “Emerging Manager Fund of the Year” three years in a row:
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2004; 2005; 2006
Specialized in sourcing and sizing of managers for EA
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Created a robust pipeline of more off-the-run, non-scalable manager prospects from
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leveraging my network
Instrumental in structuring and seeding new funds with existing managers
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Built and maintained proprietary database of multiple hedge fund strategy universes for
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ongoing peer analysis
Managed relationships and negotiated capacity with EA managers for potential inclusion
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in core fund offerings
Ongoing relationship management with prime brokers, consultants, hedge funds, fund of
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funds and other industry participants for ongoing references and market updates
Participated in ongoing monthly risk management activities and hedging efforts
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Presented firm’s investment methodology and market outlook with existing and
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prospective clients
SIRACH CAPITAL MANAGEMENT - SEATTLE, WA
Client Portfolio Manager - April 2000 – November 2001
Successful in increasing assets under management through outside sales to Financial
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Advisor channels
Co-managed all wrap account relationships which accounted for over $1 billion in total
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assets
Instrumental in building and maintaining all sub-advisory relationships
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Presented firm’s investment methodology and market outlook with existing and
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prospective clients
LUMINANTE WORLDWIDE - SEATTLE, WA
Sales and Consulting - August 1999 – March 2000
Successful in lead generation and increasing sales for internet consulting firm
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Specialized focus in the financial services industry to help firm better understand industry
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needs and challenges
SMITH BARNEY - SEATTLE, WA
Financial Consultant - March 1995 – July 1999
Consistently increased sales and maintained high retention rate for both high net worth
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and institutional clientele
Implemented and managed hedges for concentrated stock positions
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Provided on-site plan participant education and enrollment meetings
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Asset allocation experience for high net worth and qualified plans participants
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SMITH BARNEY CONSULTING GROUP - SEATTLE, WA
Consulting Group Analyst - September 1992 – March 1995
Managed Consulting Group office for the Northwest Region
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Presented manager research and selection criteria to help close new business
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Hosted weekly conference calls for Financial Consultants in the Northwest Region
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Performed regular branch visits and presented a business case for transitioning to a fee
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Provided manager research and asset allocation advise to over 1,500 Financial based
model
EDUCATION
Seattle University - BA Business Administration
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Series 7 and 63 registered
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CAIA Level 2 Candidate
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Proficient in Salesforce, PerTrac, Bloomberg, Zacks, Zephyr and Morningstar
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Contact this candidate