THOMAS STEINITZ

MONKTON, MD *****

703-***-**** adu10h@r.postjobfree.com

PROFESSIONAL SUMMARY

A highly effective aptitude for customer acquisition with a rare talent for relationship building. Formerly a sales trader, with an abundance of both buy and sell side expertise, owning and operating a niche commodities & currencies hedge fund spanning 8 years, followed by PM work with select clients.

Tenure in private equity and venture capital spans energy, healthcare and mining in early stages and growth phases of the business lifecycle and have consolidated relationships with investment banks, broker dealers, hedge funds, family offices, boutiques, HNW individuals and institutions.

Accustomed to working in high-volume environments and bringing exceptional results with demanding objectives, extending broad experience to function as analyst, trader, portfolio manager, fund manager, private equity consultant, and master relationship builder. SKILLS

• Knowledge of Asset Classes and allocations

for intended risk/reward scenarios based on

modeling within metrics of economic theory.

• Experience with equities, treasuries & bonds,

cash instruments, real assets, commodities

and alternative investments.

• Successful portfolio manager, high-effective

product salesman, and visionary private

equity consultant

• Expert in speculating and hedging financial

futures, currency, metals, energy markets,

and engineered complex derivative

positioning for best outcomes.

• Strong relationships with Institutions and

HNW individuals, B/Ds, RIAs, hedge funds,

boutiques, and family offices

• Accomplished speaker on variety of financial

topics

• Most often, the pitchman at the table

• Business Development Professional, over

$600mm career assets, $100mm for VC deals.

• Communication skills are exceptional by

virtue of diverse world and business

experience, presenting a repertoire optimal

for professional and social circumstances

WORK HISTORY

STEINITZ CAPITAL MANAGEMENT LLC

Consultant, Private Equity Alexandria, VA June 2016 – Current As Fund & Portfolio Manager, SCM LLC was created to address the sourcing needs for seed/early- stage companies.

Private Equity & Portfolio Consultant for healthcare and energy deals Raised $100MM on micro-cap deals in healthcare and energy deals. Assisted in thorough due diligence.

Prepared company marketing materials for deals such as executive summaries, investor presentations, assisted and reviewed proforma financials and PPMs. Primary pitchman for all deals

MANAGED CAPITAL ADVISORY LTD

Portfolio Manager, Alternative Investments New York, NY June 2013 - June 2016 Manager of portfolios in the commodities asset class. Overlaid separately managed accounts and managed funds to institutional and retail investors seeking to diversify from large concentrations in equities.

• Constructed strategic portfolios according to investors need for potential benefits of positive risk adjusted returns.

• Although commodity allocations varied per client, the portfolio's risk profile was reduced, and its crisis alpha optimized.

STEINITZ CAPITAL MANAGEMENT/STEINITZ VOSS CAPITAL MANGEMENT Principal, Futures & Commodity Trading Advisory Baltimore & Annapolis, MD January 2004 - July 2011

• Steinitz Capital Management LLC & SteinitzVoss Capital Management Inc., Futures & Commodities Advisories that offered clients investments SMAs non-correlated with traditional equity, fixed income, mutual fund and exchange traded funds, and real asset investments. SCM's objective was to provide clients with current income employing market-neutral strategies designed to endure high Beta conditions and achieve Alpha measured against the S&P 500 Index.

• Highly effective in volatility spanning 7 years, averaging 21%, AROR with marginal $500mm AUM.

• Sales staff was highly trained and effective in relationship selling, clients included independent IBs, smaller institutions and HNW individual investors.

• PM services were also offered and performed by SCM for select clients. CHESAPEAKE INVESTMENT SERVICES INC.

Equities & Futures Trader Mclean, VA January 2002 - April 2004

• Traded a spectrum of Commodity Futures & their Derivatives, with a focus on Energy, Financials, and Cunrrency

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ADDITIONAL INFORMATION

FINRA Series 3 Futures & Commodities

FINRA Series 4 Registered Options Principal

FINRA Series 7 General Securities Representative

FINRA Series 24 General Securities Principal

FINRA Series 63 Uniform Investment Adviser Law

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