Kevin Barr
Finance Investment Management Specialist | Extensive Experience in Client Relationships & Territory Management | Proven Leader in Consultant Relations, Institutional Sales, & Capital Raising |
- Role
- Managing Director at Mesirow
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Kevin Barr
At the core of my professional journey is a passion for forging strong relationships and…
Experience
Managing Director
Jan 2021 — Present · Chicago, IL, US
Led consultant relations efforts for the Long Only Product suite.• Increased finals presentations and assets under management for long-only investment teams by 50%, driving significant growth and visibility.• Achieved ratings upgrades and recommended status at numerous consulting firms including AON and CapTrust.• Acted as player-coach and lead on many consultant relationships and provided guidance and backup to Midwest and West Coast direct reports.• Spearheaded sales efforts for high-yield, investment-grade, and small-cap product teams, driving engagement with top-tier consulting firms and fostering seamless team collaboration on additional opportunities.• Raised brand profile for institutional investment products and worked closely with marketing to develop materials, LinkedIn campaigns, and presentation materials.• Called directly on research professionals to get and improve ratings-recommended status at major consulting firms.• Collaborated with direct sales team to enhance engagement with field consultants, driving increased sales and market penetration.• Stabilized relationships with other firms due to team member turnover. • Arranged and hosted successful investment and operational due diligence meetings for investment teams.
Education
Drexel University's LeBow College of Business
Bachelor's degree
Skills
- Equities
- Wealth Management
- Options
- Hedge Funds
- Retirement
- Bonds
- Bloomberg
- Investments
- Emerging Markets
- Etfs
- Integrity
- Capital Markets
- Series 7
- Structured Products
- Series 6
- Series 24
- Asset Management
- Securities
- Financial Advisory
- Uniform Combined State Law
- Investment Management
- Financial Markets
- Retirement Planning
- Finra
- Trading
- 401k
- Fund of Funds
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Private Equity
- Financial Services
- Asset Allocation
- Mutual Funds
- Series 65
- Fixed Income
- Investment Advisory
- Asset Managment
- Equity Research
- Portfolio Management
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