Stewart Dier

Senior Managing Director @Dier Associates Llc

San Diego, CA, US
MOBILE NUMBERS
+16•••••••68

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WORK HISTORY

Apr 2016 — Present

Senior Managing Director @Dier Associates Llc

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San Diego, CA, US

Since 2001, Dier Associates has helped our clients win $ billions in new assets. We provide integrated marketing support and solutions that are customized to the individual needs of investment management firms. We collaborate with clients on their marketing plans. We complete RFPs and DDQs, create and update collateral, and provide Third-Party Marketing. We work with large investment firms, boutiques, and emerging managers to improve their success in manager searches. We provide guidance on matters related to Organizational Structure, Operations, Compliance, Client Reporting, Communications, ESG, and Data/Database Management.

EDUCATION

N/A

Colorado State University

BA

SKILLS

Hedge FundsSecuritiesPensionsManagementRetirementBondsEquitiesFixed IncomeBusiness DevelopmentAsset ManagmentInvestment AdvisoryDerivativesAsset ManagementProduct ManagementEmerging MarketsPortfolio ManagementFinancial AdvisoryInvestmentsInvestment StrategiesAlternative InvestmentsPrivate EquityInvestment ManagementAsset AllocationMutual FundsRisk ManagementFinancial Services

ABOUT STEWART DIER

Stewart Dier is a Senior Managing Director at Dier Associates. He has over 20 years of…

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