Business Development Wealth Management

Anthony M. Comorat, CFA

***** ***** *** *, *******, Fl,33478 • 561-***-**** • **************@*****.***

RELATIONSHIP AND PORTFOLIO MANAGER

Investment Advisory / Business Development / Wealth Management

Investment advisory professional with a history of securing and cultivating ultra-high net worth clients including family office and non-profit investor relationships. Able to utilize consultative skills, industry and financial markets knowledge to retain and grow key clients and implement value-added investment strategies.

Outstanding relationship management and sales presentation skills. Possesses comprehensive knowledge of wealth management and trust related products, structures, and services.

Expertise Includes: Business Development, Client Relationship Management, Portfolio Management, Wealth Management, Investment Planning/Advisory for High-Net Worth investors, Non-Profit Organizations, and Family Office clients.

PROFESSIONAL EXPERIENCE

PALM BEACH LITIGATION CONSULTANT, Palm Beach FL 08/2021 to 12/31/2022

Provided consulting services for Palm Beach based law firm including researching, analyzing, interpreting, and reporting on details of a large Palm Beach based ultra-high net worth investment related litigation case.

Met with investor legal representatives to discuss investor performance reports, capital call notices, and other monthly and quarterly client information subject to litigation claims

Interpreted communications and created reports detailing investor account history with a focus on alternative investments

Provided assistance to resolve litigation in the investors favor

CRESSET CAPITAL, West Palm Beach FL

Financial Advisor 01/2018 to 08/2021

As the firm’s first Florida-based employee supported the establishment of the firm’s West Palm Beach office.

Served the business development efforts of the firm by introducing high net worth, ultra-high net worth, family office prospects, and non-profit organizations, both existing and new relationships

Facilitated and conducted goals-based investment presentations, placed private equity, and received commitments for private real estate opportunities, including acting as an early adopter of opportunity zone strategies.

Assisted the development of the Addepar investment performance reporting platform.

Supported development of the firm’s brand by serving on local non-profit committees and managing the portfolio of a local endowment

Served as a voting member of firm’s internal Investment Review Committee since inception of the committee assisting the creation of the firm’s investment platform.

IBERIA WEALTH ADVISORS and predecessor companies, North Palm Beach, FL 10/2007 to 1/2018

Senior Vice President, Wealth and Fiduciary

Successfully retained and grew a key at-risk Family Office client relationship generating over $300,000 in annual investment revenue plus additional lending revenue; conducted 40 consecutive quarterly investment meetings for them, presenting recent historical performance and introducing new investment strategies utilizing value-added recommendations in an open architecture environment. Peak AUM for this relationship reached $90 million.

Developed new and existing investor relationships, presenting and managing investment strategies for high-net worth investors and non-profit organizations. Utilized the Fortigent sophisticated performance reporting platform to serve as “quarterback” for multimanager investment portfolios to retain and grow assets under management.

Secured new high-net worth investment business.

Served on several committees providing value-added investment recommendations.

Participated in community-based activities, including client entertainment at firm sponsored events for local non-profit organizations.

Served in roles that included SVP Wealth Management Director,2007-2011 S VP Wealth Management and Fiduciary, 2011-2017 and as SVP, Wealth and Fiduciary, 2017-2018.

Assisted professional development for business development professionals and portfolio managers. Chaired the Investment Committee and the Investment Manager Review Committee.

BMO HARRIS PRIVATE BANK, West Palm Beach, FL 03/2004 to 07/2007

Vice President

Turned around the investment business and grew the investment book from $90M to $200M in three years. Managed our largest Trust & Investment relationships.

Instrumental in the West Palm Beach office achieving #1 position in national revenue production growth. Collaborated with and mentored business development professionals to drive revenue growth.

Retained high-profile at-risk accounts amidst portfolio management team exodus. Held direct discretionary investment responsibility for private client assets and firm-wide policy & strategy decisions/implementations

Served as one of eight voting members of the firms Personal Asset Management Committee supporting the investment strategies for 47 portfolio managers overseeing $20 billion in assets under management and advisement.

Participated as a voting member of the firm’s Open Architecture, Alternative Fixed Income and Alternative Investment Committees.

BANK ONE, Boca Raton, FL 11/2002 to 1/2004

Investment Specialist, Private Client Services

Recruited to help develop the firm’s Trust & Investment Management Practice. Successfully converted high-profile investment prospects, utilizing outstanding presentation skills to conduct investment seminars.

BROKERAGE EXPERIENCE 02/1986 to 10/2002

Investment Research Sales and Retail Brokerage

FAHNESTOCK & CO., INC., New York, NY, now OPPENHEIMER

Similar roles at GRUNTAL & CO., New York, NY KAUFMAN BROTHERS, New York, NY

cultivated institutional client relationships. Conducted numerous U.S. & European investment presentations.

EDUCATION / PROFESSIONAL DEVELOPMENT & AFFILIATIONS 1981-1985

Bachelor of Science in Economics (Deans List 6 Semesters) – STATE UNIVERSITY OF NEW YORK AT ALBANY, Albany, NY (1985)

CHARTERED FINANCIAL ANALYST 1/1993 to 9/1996

MEMBER: CFA Institute & CFA South Florida

FORMER MEMBER: New York Society of Securities Analysts, Swiss Society of Investment Professionals

Currently Series 65

Formerly Held FINRA Series 7, 63 Certifications; and FL Life & Health Insurance Licenses

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