Michael W.
Director, Fund Development
- Role
- Director, Fund Development at Ppb Capital Partners
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Michael W.
As a seasoned Investment Operations leader with over 25 years of experience, I specialize in architecting innovative, cost-effective solutions within the financial services industry. My deep expertise in alternative investments allows me to strategically guide RIA and asset management firms through complex operational challenges and key growth initiatives. I am known for building competitive, organized, and highly motivated teams that consistently deliver on KPIs, and I pride myself on a strong work ethic, integrity, and proactive problem-solving.
Experience
Director, Fund Development
Jul 2024 — Present · Conshohocken, PA, US
Product Structuring and Innovation:Engineer and structure innovative alternative investment products by partnering with RIAs and asset managers.Develop bespoke alternative investment solutions for wealth advisors by analyzing client bases, asset allocations, and operational constraints.Utilize extensive industry connections and product knowledge to deliver product solutions that enhance diversification and provide tax advantages for investors. Operational Efficiency and Business Growth:Drive firm growth by delivering product solutions that improve operational efficiencies and addressed operational constraints.Enhance product appeal and marketability by strategically analyzing client bases and asset allocations to deliver tailored solutions. Legal and Filings Management: Manage the end-to-end legal structuring for new products, including negotiating terms and developing operating and subscription documents.Oversee and initiate all legal and regulatory filings for entity formation and product registration, ensuring full compliance.
Education
Cardinal Stritch University
Bachelor of Science in Business Administration, Accounting
1996
Skills
- Hedge Funds
- Asset Management
- Portfolio Management
- Management
- Relationship Management
- Banking
- Mutual Funds
- Securities
- Alternative Investments
- Financial Services
- Crm
- Board of Directors
- Credit
- Accounting
- Investments
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