John Starnes
Institutional Sales: Director - Southeast & PR
- Role
- Institutional Sales Director at Regan Capital
- Location
- Delray Beach, FL, US
- LinkedIn followers
- 500 followers
About John Starnes
Top-performing Financial Services Sales Professional with a track record of success consulting and supporting Financial Advisors on how to incorporate Third-Party Asset Management Platforms (TAMPs), Separately Managed Accounts (SMAs), Mutual Funds, Alternative Investments, Retirement Plans, and Variable Annuities in their client solutions and recommendations. Proficient in business development, cross-selling, identifying new opportunities, and Financial Advisor education. Expert in providing investment management, practice management, and technology solutions.
Experience
Institutional Sales Director
May 2023 — Present
Established in 2011, Regan Capital is an employee-owned, S.E.C-Registered Investment Adviser. The registration does not imply a certain level of skill or training. We focus on senior, well-structured, collateralized securities that provide capital preservation and competitive risk-adjusted returns through a commingled or separate account structure. Our target Investor base includes:Endowments and FoundationsBanks and Insurance CompaniesCorporate and Public Pensions PlansFamily OfficesHigh Net Worth IndividualsWe manage investments through the following vehicles:1940 Act Mutual FundLimited PartnershipsSeparately Managed AccountsETFSpecialtiesInvestment Management, Real Estate, Investments, Bonds, and Fixed 21••••17
Education
Valdosta State University
BBA, Business Management
1994 — 1999
Skills
- Business Relationship Management
- Retirement Planning
- Hedge Funds
- 401k
- Investment Advisory
- Management
- Strategy
- Investment Advisory Services
- Business Development
- Etfs
- Wealth Management
- Bonds
- Financial Planning
- Fixed Income
- Sales
- Iras
- Asset Management
- Financial Advisory
- Portfolio Management
- Leadership
- Investments
- Investment Consulting
- Series 7
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Finance
- Series 6
- Investment Management Consulting
- Financial Services
- Investment Management
- Trading
- Wealth Management Services
- Fixed Annuities
- Marketing
- Series 63
- Asset Allocation
- Mutual Funds
- Risk Management
- Strategic Planning
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