Aldo T.

About Aldo T.

Family Management Corporation, established in New York in 1989, offers tailored financial…

Experience

1. Director of Operations

   Family Management

   Jun 2019 — Present

   Advisory: • Directly responsible for managing client assets. Day to day duties include serving as point-person for my relationships, setting client asset allocations, recommending investments, and conducting review meetings. Client meetings cover estate planning, business succession, and liaising with clients’ accountants and attorneys for a seamless concierge-like service. Finance: • Led a significant effort to reduce firm expenditures by initiating a detailed review of both fixed and variable costs (i.e. vendors and other overhead expenses). This lead to an annual savings of 8% of the firm’s annual spend • Implemented a mostly automated Accounts Payable process creating significant efficiencies by reducing the time spent reviewing and paying invoices • Work with accountants monthly reviewing financial statements for budgeting and forecasting • Responsibly for creating projections throughout the year to size the earnings pool and estimate Partner and Employee raises/bonuses Technology: • Oversee entire firm technology infrastructure • Responsible for the selection and implementation of all hardware and software • Upgrade of our portfolio management system • Full adoption of electronic signature platform • Complete virtualization of on-premise servers • Central to the rollout and adoption of a new CRM. Administration: • Sourced and negotiated new office space; smaller space in a hoteling model which accommodates a more modern flex-work arrangement while significantly reducing costs. • Oversaw construction of new space and procurement of furniture to build a modern collaborative work environment • Created new workflows to reduce error and increase efficiency relating to trading, client management, and system maintenance Human Resources: • Process payroll for all employees • Conduct employee reviews annually • Work annually on the firm health plan from both a design/cost savings perspective • Rolled out a digital HR platform • Identify and recruit new talent

Skills

• Series 65
• Hold Series 7
• Asset Allocation
• Strategic Planning
• Investment Management
• Securities
• Alternative Investments
• Financial Services
• Hedge Funds
• Life & Health Insurance Licenses
• Finance
• Capital Markets
• Mutual Funds
• Business Performance Management
• Investments