Christopher van Alstyne
Financial Services Executive | Relationship Management
- Role
- Investment Advisor at Portfolio Medics
- Location
- St. Petersburg, FL, US
- LinkedIn followers
- 500 followers
About Christopher van Alstyne
Proven leader working with sophisticated investors through rigorous and disciplined service effort. Over 25 years of experience working with fixed income, equity, and alternative strategies in both domestic and international markets across passive and active disciplines, as well as ESG, target date and non-dollar strategies. Extensive institutional and high net worth investor engagement. Articulate with a strong work ethic and diligence managing process and procedure. Well organized for multiple tasks with minimal supervision.Accomplishments• Managed West Coast sales/service targeting mid to large corporate, F/E and municipal asset pools, generating over $10 billion in AUM. Supervised client relationships of more than $40 billion in AUM.• Expanded sales and service effort to regional offices working with bankers and advisors servicing family offices and ultra-high net worth clients. Generated significant new business opportunities for regional teams in foundation and endowment assets. • Implemented national sales effort expanding product distribution through bank and financial institutions, adding over $2 billion in AUM. • Developed and implemented firm wide product education program.• Expanded internal channel opportunities, reducing bank deposit risk, while growing revenue across multiple business lines generating more than $3 billion in AUM.• Direct sales to DB/DC and treasury executives at mid and large institutions in the Western USA, which resulted in generating $9 billion in AUM including,$4 billion in F/I and money funds,$3.5 billion in DB and $1.5 billion in DC assets.
Experience
Investment Advisor
May 2023 — Present · St Petersburg, FL, US
Education
Mercy University
BS, Media Studies
1980 — 1984
Skills
- Wealth Management
- Liquidity Management
- Institutional Investments
- Asset Allocation
- Mutual Funds
- Risk Management
- Bonds
- Fixed Income
- Securities
- Customer Relationship Management (Crm)
- Investment Management
- Hedging
- Fx Options
- Equities
- Capital Markets
- Series 7
- Investment Strategies
- Alternative Investments
- Cash Management
- Treasury Management
- Customer Service
- Relationship Management
- Asset Managment
- Portfolio Management
- Derivatives
- Sales
- Investments
- Asset Management
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