SUMMARY OF SIGNIFICANT ASSIGNMENTS
Following is a partial listing of positions filled by Ryan, Miller & Associates for various Investment Management and Private Banking clients.
PRESIDENT of an Investment Management subsidiary of an Eastern-based Bank. Responsible for managing a statewide effort to develop business with high net worth individuals, and expand the Trust Services business lines.
CHIEF INVESTMENT OFFICER – of a $ 3 Billion Fixed Income Manager . Responsible for overseeing professionals involved in the analysis of outside bond funds and recommending their inclusion into specialized investment grade and high yield Bond funds for high net worth clients.
MANAGING DIRECTOR of PORTFOLIO MANAGEMENT for a major Canadian-based Investment Management firm. Responsible for overseeing fixed income mutual funds and assisting in the management of fixed income and equity-oriented separate accounts.
MANAGER of PORTFOLIO MANAGEMENT for a New York-based Bank’s Private Banking group. Manage an office responsible for handling portfolios of institutions and high net worth individuals in Northern California. Oversee both equity and fixed-income investments.
MANAGER of MANAGER RESEARCH for one of the leading Asset Management Consulting firms in the U.S. . Responsible for supervising 5 people in the selection of Investment Managers for Instititutional clients as well as Manager selection for the consulting firm’s own Fund of Funds business line.
MANAGER of REAL ESTATE for a family-office oriented Investment Management firm. Responsible for interfacing with over half of the firm’s clients and advising them in personal
real estate investments as well as directly managing real estate assets held in trust at the firm.
SVP/ WEST COAST DIRECTOR of PRIVATE BANKING for an Eastern-based Bank. Start-up function with responsibility for lending to high net worth active investors in Southern California, Northern California, Oregon and Washington.
CHIEF OPERATIONS OFFICER for a rapidly growing institutional manager of High Yield, Distressed, and Hedge funds. Duties involve: overseeing delivery of all client service, compliance review, and monitoring of all portfolios to insure performance to stated objectives.
MANAGER of PERFORMANCE MEASUREMENT for a leader in Asset Management Consulting. Supervise a group of 15 professionals who monitor the performance of Investment Managers in all areas (Equities, Fixed Income, Alternative Investments, Real Estate, International) to determine whether clients are obtaining proper rates of return in their portfolios.
VICE-PRESIDENTS of INTERNATIONAL PRIVATE BANKING-LATIN AMERICA (Several) for New York, European, and California-based Banks and Investment Managers. Responsible for managing investment portfolios and loans for high net worth clientele located throughout Latin America. Travel extensively to various countries within Latin America to develop new business. Positions have been located in Los Angeles, New York, San Diego, and Mexico City.
INVESTMENT MANAGEMENT BUSINESS DEVELOPMENT OFFICER (numerous) for a major California Bank. Duties involve: developing new territory for the institution, including the cultivation of new referral sources and introducing new investment management products to existing base of private banking customers.
VICE PRESIDENT of PORTFOLIO MANAGEMENT (numerous) for a major California Bank. Supervise a portfolio of accounts for high net worth individuals to ensure growth and maximize return on balanced portfolio investments. Also responsible for business development, equity analysis and selection, and account retention.
VICE PRESIDENT PRIVATE BANKING TRUST ADMINISTRATION OFFICER (numerous) for a major California Bank. Duties involved fiduciary responsibilities to manage a portfolio of high net worth individuals’ accounts. Responsible for business development and account retention.