Manfred G. Kanther

**** ******* ****, ************, ** 19428

609-***-**** admojv@r.postjobfree.com

INVESTMENT CONSULTING AND FINANCIAL PRODUCT MANAGEMENT PROFESSIONAL EXPERIENCE

Cornersetone Family Office: Bryn Mawr, PA

Senior Relationship Manager-Wealth Management Investment Analyst February 2018-current

Central point of contact for UHNW families, initiate and coordinate primary investing decisions in fulfilling the family investment objectives under the direction of the family leaders.

Coordinate investment, tax, liability, and strategic planning efforts with other in-house and out-sourced financial professionals. Consistently provide liquidity and liability sourcing as needed via various credit providers, banks and structures.

Execute ad hoc manager research and due-diligence across held mutual funds, alternatives, ETFs and SMA for the relevant relationships. Investments mainly focused on fixed income and alternatives/low equity correlation.

Reconcile monthly balance sheets, profit, and loss statements for multiple entities via Quickbooks/QB Online, maintain general ledge accounting entries and oversee other accounts for same. Enter investment PL details to performance monitoring applications for monthly reporting.

Maintain and monitor multiple segregated family financial strategies, IPSs and asset allocation strategies.

Utilize account aggregation, reporting and risk metrics/analytics software in providing monthly customized reporting to managed families. Execute attribution analysis on a quarterly basis encompassing the families marketable and non-marketable assets.

Retain and support existing clients via in-person meetings, conference calls, and external board/investment committee meetings in addition to articulating investment insights internally within Cornerstone

Manage and oversee additional activities within the team for each family including legal, accounting, payroll and concierge services. “Quarterback” for each family, charged with delegating non-investment related needs. Schroders Investment Management: New York, NY

Investment Specialist- Client Portfolio Manager (Fixed Income focus) September 2016-January 2018

Represented Schroders investment strategies to financial advisors, RIAs, consultants, and intermediaries in partnership with Hartford Funds via mutual funds and SMA vehicles.

Articulate the investment philosophy, process, and performance of a wide range of global and domestic (U.S.) fixed income strategies to existing and prospective clients across all distribution channels and geographies

(domestic and international)

Increased sales, develop new business, and retain assets in the Hartford Schroders products through meetings and calls with financial advisors and their end clients, often traveling in the field with Hartford Funds’ distribution team.

Generated sales ideas and original market content to support the Hartford distribution team in driving new asset flows and existing assets under management. Serve as liaison between the Hartford Funds distribution team and the Schroders investment teams across fixed income, equities, and alternative investments.

Instrumental in maintaining a $35 million allocation in core emerging market equity strategy despite challenging macro backdrop in 2016, which resulted in additional added assets in 2017 with a key bank/trust client. Hartford Mutual Funds: Wayne, PA

Investment Consulting Group-Fixed Income Portfolio Specialist March 2013-Sept. 2016 Internal Sales Consultant-Investment Analyst and Manager Selection May 2011-March 2013

Drove top line sales growth across entire mutual fund family lineup of equity, fixed income, and alternative strategies in conjunction with external and internal wholesalers through product education, impartial analysis, and consultative selling recommendations.

Executed in depth due diligence manager research and analysis of Hartford distributed solutions versus competition utilizing Morningstar Direct, Evestment and Zephyr analytics and made recommendations to sales and distribution on how to best position strengths or weaknesses when in the field.

Conducted in-depth due diligence through a combination of qualitative and quantitative analysis to assess manager skill which included data analysis, manager conference calls and on-site visits, and preparation of written due diligence reports.

Analyzed manager portfolios to understand drivers of risk and return, alpha composition and the robustness of the strategy in various market environments. The analysis assesses a manager’s superior edge versus its peers

Provided Board of Director manager research, quarterly reporting commentary and recommendations on specific fixed income strategies covering multi-asset, credit, municipal and global fixed income strategies.

Led Fixed Income focused campaigns to increase and retain assets in fixed income products, served as the

“product champion” for the bond lineup of funds.

Attended regular due-diligence meetings with Wellington fund portfolio management teams, questioned and obtained information on current fund positioning, performance attribution, and insight on Wellington’s current investment outlook, and subsequently updated the sales force on these viewpoints and investment processes.

Traveled extensively with external wholesalers to communicate current Wellington market views, conducted final presentations on Hartford Funds being considered for models and platforms. Presented market and product updates to current and prospective institutional clients, advisors, end clients and sales organization.

Instrumental in closing over $2.5 bilion in global fixed income fund sales in 2014-2016.

Partnered with external sales distribution in supporting RIA’s, consultants and financial advisor sales and retention efforts.

BNY/Pershing: Lawrenceville, NJ

Client Relationship Manager-Advisor Management Group March 2010 – April 2011

Acted as primary contact for broker dealer back offices, RIA’s and advisors for issue resolution pertaining to Albridge Performance Reporting and partner applications, often speaking with 25 or more clients on a daily basis.

Trained and assisted advisors/RIA on the Albridge Wealth Reporting system, including running various performance reports, portfolio allocation weightings versus defined benchmarks, and rate of return calculations.

Supported broker dealers in creating compliance related screens and queries in adhering to current regulatory guidelines, and performance reporting adhering to GIPS standards.

Identified errors and global issues, independently investigated and recommended solutions to team members or proper escalation team for resolution.

Paine Webber/ UBS/ Wachovia Securities: Marlton, NJ/ Philadelphia, PA Kipple Wealth Advisory Group- Registered Wealth Associate April 2000 – March 2010

Co-Managed client base of over 600 individual households and $500 million in assets.

Acted as point of contact for family office and hedge fund prime broker accounts, executing large equity and option trades with block trading desk, and DVP trade settlement resolution.

Increased fee based revenue from 12% to 48% of total assets under management.

Interacted daily with clients, overseeing both short term and long-term planning goals.

Acted as Branch Syndicate Coordinator, responsible for soliciting interest of new and secondary equity and debt issues from branch producers, verified syndicate compliance procedures were followed by FAs, and allocated shares in an equitable manner.

Worked with in house municipal and fixed income structured products desks on new issue offerings and training local branches on the offering specifics.

Executed fund and separate managed account analysis for the team, constructing core portfolio strategies across all risk tolerances and objectives.

Executed large block order trades of over 100k shares (equity and option) for institutional accounts, and calculated daily P&L.

PROFESSIONAL DESIGNATIONS AND SKILLS:

(not currently hung) FINRA / NASD Series 7, Series 63, Series 66 securities license, CAIA

NJ and PA Life and Health Insurance Individual Producers Licenses

Proficient with Morningstar Direct/Presentation Studio analytics, Bloomberg, Zephyr Style Advisor, Fi360, Salesforce.com, Evestment, Factset, MS Office Suite, and Barclay’s Live (to support charting and graph presentations), Quickbooks, Quickbooks Online, Addepar, Emoney

Fluent in German language

EDUCATION/ SERVICE /INTERESTS

Washington College, Chestertown, MD; 1994 – 1998

Bachelor of Arts, Economics; concentration in International Economics, minor in Business

Theta Chi Fraternity member, treasurer

Fairmount Rowing Association, Juniors Rowing Program assistant coach, member and avid rower Alumni Relations Member, Washington College

Volunteer, Philadelphia Mountain Bike Association and Friends of the Wissahickon, avid mountain and road cyclist

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