Location New York, New York, United States Regions Greater New York Area, East Coast, Northeastern US Gender Male
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CFA, MBA, and JD, possessing over 40 years of experience in various senior management positions in large, global financial institutions and small entrepreneurial environments.
Possesses unique sell and buy side perspectives in traditional fundamental and quantitative, uncorrelated alternative investments.
Founder of MannMaxx Management, LLC,
providing Institutional Asset Solutions as a director and banker to various asset managers and global banks.
Experienced, independent director of diversified mutual fund complexes; presently chair the valuation committee with emphasis on alternative investment sub-advisors for Hatteras; chaired the nominating and governance committee for another; and served on two audit committees qualifying as a “Rinancial expert” under the SEC deRinition. Also serve as an advisory board member of a boutique asset management M&A advisory Rirm. Advisory relationships: Amundi North America, Oak Ridge Investments, Wavelength Capital Management & Unigestion. Serve as an advisory board member of a boutique asset management M&A advisory firm.
Prior experience includes: Directorships of multiple, privately owned asset management and technology companies, Trustee of a corporate pension and 401(k) plans. Directorships of multiple non-profit organizations. Deep understanding of mutual fund compliance and SEC investigative culture. Moderator of retirement planning at HBS. Chair of church Endowment Fund.
