LISA A. MAURER
*** ****** ****, ***, *** York ***80 * 914-***-**** *
abmqy0@r.postjobfree.com
OBJECTIVE
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.
QUALIFICATION HIGHLIGHTS
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.
EXPERIENCE
2000 - Current Maurer Wealth Management, Rye New York
President
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
accountants.
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.
EDUCATION
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