Management Manager

Brendan Hale Tyne *** Willow Avenue Apt. *B

Hoboken, NJ 07030

201-***-**** - Home

914-***-**** - Mobile

*******@***.********.***

PROFESSIONAL PROFILE

Eleven years of diverse wealth management experience managing relationships

for institutional clients and high net worth individuals. MBA from

Columbia University. Effective at maximizing the value of relationships

with clients. Skilled at maintaining relationships through difficult

economic conditions. Reputation for knowledge, integrity, and

interpersonal skills.

EXPERIENCE

Emerald Creek Capital - New York, NY 2009 -

Present

Private Equity Fund focused on commercial real estate lending

Relationship Manager

. Raising capital through multiple investor channels.

. Have increased fund revenue by 15%.

. Growing and maintaining existing client relationships.

Tremont Group Holdings - Rye, NY 2005 -

2008

Hedge Fund of Funds focused on multi-strategy investment solutions

Assistant Vice President, Investment Relationship Management

. Managed $1 billion in hedge funds of funds relationships, 25% of

overall client base, with a focus on Japanese financial institutions

and domestic insurance dedicated funds. Developed revenue strategies,

introduced new products, and represented clients' needs within the

firm.

. Increased client asset base by $200 million, highest in group.

. Oversaw investment management, legal, accounting and operations to

ensure that all departments were operating efficiently.

. Made high impact presentations to clients to optimize portfolios,

discuss investment strategy and market outlook.

. Assumed lead role in all firm-wide investor communications. Wrote

monthly market commentary and analysis of underlying strategies to be

delivered to firm's client base.

. Selected to represent Investment Relationship Management group on

Employee Ambassador Committee.

Relationship Manager

Launched three large institutional relationships, increasing AUM by $100

million. Managed clients invested in separate account portfolios and

commingled funds of funds. Worked closely with sales, marketing, portfolio

managers, analysts, legal, and accounting operations. Managed

relationships with administrators, insurance carriers, and third party

service providers.

KLS Professional Advisors - New York, NY

2003 - 2004

Wealth Management firm focused on traditional asset management

Analyst

Managed four person administrative support group. Maintained 150 client

relationships for high net worth individuals, with average relationship

size of $5 million.

. Analyzed equity and fixed income portfolios and made investment

decisions.

. Met with clients to establish financial goals.

. Conducted analysis of risk tolerance and implemented investment

strategies.

. Provided retirement projections based on current financial positions.

. Consulted with mortgage brokers and insurance agents to offer

solutions for client needs.

Mellon Private Wealth Management - Boston, MA

1997 - 2003

Portfolio Administrator (2000 - 2003)

Managed four person team of portfolio administrators. Collaborated with VP

in management of portfolios for high net worth individuals. Administered

200 Trusts, Investment Management Accounts, and IRA's.

. Made decisions on trades of stocks, bonds, and mutual funds.

. Prepared investment strategies for client accounts.

. Oversaw accounts to ensure equity/fixed income ratios consistent with

client objectives.

. Conducted research on companies for potential investment

opportunities.

. Prepared and delivered client presentations with emphasis on asset

allocation, sector weightings, and investment performance.

Investment Specialist (1998 - 2000)

Operated closely with three VP's in portfolio management group. Assisted in

administration of 500 client accounts for high net worth

individuals. Provided investment support to team of portfolio managers.

Provided analysis of economic trends pertaining to investment activity.

Was primary client contact.

Senior Trust Specialist (1997 - 1998)

Worked directly with leader of personal custody group. Managed account

conversion project between two financial institutions. Was primary client

service contact for multi-million dollar institutional relationship.

EDUCATION

Columbia University, New York, NY

MBA in Finance; Class of 2009

Lafayette College, Easton, PA

Bachelor of Arts in International Affairs; Spanish minor. Class of 1996

New England School of Banking - Williams College Trust School,

Williamstown, MA

Trust Administration Certification; Class of 2003

Series 65: Uniform Financial Advisor Law Examination

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