John Starnes

Institutional Sales Director @Regan Capital

Delray Beach, FL, US
EMAILS
j•••••••@regancapital.com
MOBILE NUMBERS
+15•••••••24

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WORK HISTORY

May 2023 — Present

Institutional Sales Director @Regan Capital

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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

1994 — 1999

Valdosta State University

BBA, Business Management

SKILLS

Business Relationship ManagementRetirement PlanningHedge Funds401kInvestment AdvisoryManagementStrategyInvestment Advisory ServicesBusiness DevelopmentEtfsWealth ManagementBondsFinancial PlanningFixed IncomeSalesIrasAsset ManagementFinancial AdvisoryPortfolio ManagementLeadershipInvestmentsInvestment ConsultingSeries 7Investment StrategiesAlternative InvestmentsSeparately Managed AccountsFinanceSeries 6Investment Management ConsultingFinancial ServicesInvestment ManagementTradingWealth Management ServicesFixed AnnuitiesMarketingSeries 63Asset AllocationMutual FundsRisk ManagementStrategic Planning

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.

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