Sentences with phrase «firm as a money manager»

After dusting off the fallout from that fiasco, which reportedly cost his former employer about US$ 100 million, Fink founded BlackRock's predecessor firm as a money manager focused on risk management.

Not exact matches

Big private equity firms are vying to add women and minorities to their male - dominated workplaces as they expand beyond buyouts into larger, multifaceted money managers.

It is only where either a) a money manager has a substantial amount of their own money invested in the same things as you or b) the money manager owns a substantial stake in their firm, so have a longer - term view in the success of the firm and its clients, that you can be confident that your money manager is really working for you, and not taking unneccessary risks.

In 1995 I started Daruma with zero assets under management, but with a clear goal: to build an investment firm where the business of money management would never interfere with my calling as a portfolio manager.

He has hired Bedford Grove, a national fund - raising firm, to manage his money operations, and has brought in Jesse Campoamor, a former 1199 SEIU and campaign operative for Mayor Bill de Blasio, as his campaign manager.

De Blasio, who got $ 6 of taxpayer money for every $ 1 he raised, was accused of improperly spending $ 161,000 after the election as over, including $ 116,000 that went to Hilltop Strategies — the firm that hired campaign manager Bill Hyers.

Of course, they probably should have called the fund manager first, since most large fund management firms, such as Vanguard, correctly see this sort of paper as in appropriate for a money market fund.

Earlier in his career, Brian worked as an institutional portfolio manager for a multi-billion dollar money management firm, and as a fixed income trader for several investment banks.

On the one hand, the manager (described on the firm's Linked - In page as «an industry visionary») is a good steward: almost all of the money in the fund is his own (over $ 1 million of $ 1.8 million), he doesn't get paid to manage it, his Simply Distribute Foundation helps fund children's hospitals and build orphanages.

Steyer acknowledged to The New York Times that he continued to make money from his investments even after stepping down as a manager of his investment firm.

(i) BMO reducing its roster of firms from about 800 to 200 with further reductions planned; (ii) the clients of seven sister firms hiring me to help them get control over their legal spend and forge stronger and more value based relationships with their firms; (iii) the many small and mid-sized businesses who hire accountants to do all of their tax and structuring work because it is cheaper than dealing with lawyers; (iv) firms hiring me to help them figure out how to budget, set and meet client expectations without losing money; (v) «clients» who never become clients at all as they do their own legal work based on precedents that friends share with them; (vi) the various forms of outsourcing that are now prevalent (from offices in India to Tory's office in Halifax); (vii) clients hiring me to figure out how to increase internal capacity without increasing headcount in order to reduce external spend; (viii) the success of firms like Conduit, SkyLaw and Cognition (to name a few) who are taking new approaches to «big» and «medium law» work; (ix) the introduction of full time project managers in many firms; and (x) the number of lawyers throughout the profession who regularly don't docket chunks of their time in order to avoid unpleasant fee conversations with their clients.

Professional Duties & Responsibilities Served as operations manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client accounts Restructured new account operations reducing expenses by $ 120,000 annually Implemented new procedures for trading, marketing, and new account operations increasing company efficiency by 200 % Processed new accounts, terminations, transfers, and account registration changes for individual taxable accounts, trusts, IRA's, pension plans, endowments, foundations, and Taft - Hartley plans Created and ran performance, tax, and cost basis reports Oversaw SEC compliance and performance reporting for numerous funds Generated significant new client accounts and provided quality customers service ensuring repeat business and customer satisfaction Created marketing and sales collateral for company presentations Assisted in creation of client relationship and project management software Aided Federal Department of the Treasury for money laundering in the Financial Crimes Enforcement Network