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Manager Management

Rye, New York, 10580, United States
May 27, 2010

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*** ****** ****, ***, *** York ***80 * 914-***-**** *


Position as a Private Banker or Wealth Manager with a leading investment

firm, specializing in the asset management of high net worth individuals,

families, and foundations.


Experienced professional wealth manager with a 20+ year background in

financial positions ranging from Financial Analyst to Investment/Wealth

Manager for a private family office.


2000 - Current Maurer Wealth Management, Rye New York


Provide the investment/financial manager and treasurer function

for a high net worth family office and foundation. Develop an

asset allocation, design and implement strategies for a diverse

investment portfolio based on family's income requirements and

risk tolerance. Perform comprehensive analysis, research and

due diligence on prospective fixed income, equity, hedge fund

and private equity managers. Monitor and review current

managers/investments and evaluate performance through valuation

and investment return analyses. Serve as treasurer, power of

attorney and trustee to handle all aspects of cash management

including private equity calls, distributions, and investments.

Oversee and collaborate with external advisors/consultants, and


2000 Hascoe Associates, Greenwich, Connecticut

Investment Analyst

Assisted family office President in managing the family

investment portfolio and limited partnerships. Analyze

investment performance, calculate net asset values, internal

rates of returns and monitor asset allocation strategies.

Maintain communication with hedge fund managers to advise

President of monthly performance. Serve as office liaison

with accounting and external investment management advisors.

Prepare cash flow projections and track financial positions.

Oversee private equity investments by monitoring capital calls

and distributions.

1989-1997 The Boston Consulting Group, Inc., Boston, Massachusetts

Senior Financial Analyst, Corporate Finance

Assisted international affiliate offices with quarterly

forecasts, annual business plans and long-range strategic plans.

Designed report packages to keep senior management apprised of

business conditions. Formulated billing rate models to optimize

the firm's capacity. Analyzed monthly P/L results, financial

plans, and capital budgets. Created and directed production of

financial presentations. Supervised interns, junior analysts,

and support staff.


M.B.A., Suffolk University, 1992: Delta Mu Delta National Honor Society,

GPA 3.83

B.S. in Business Administration - Finance, University of Montana, 1987:

Degree with honors, minor in Economics

Additional - College of Financial Planning: completed courses in

Introduction to Financial Planning, Risk Management, Investment Planning

and Tax Planning

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