I am a results driven sales and business leader with extensive experience with Financial Intermediaries including Registered Investment Advisors (RIAs), Single Family Offices, Multi Family Offices, Bank/Trust Companies and some Broker Dealers. Over the past 22 years I have spent more than half of that time on the asset management side distributing products such as mutual funds,
I am a results driven sales and business leader with extensive experience with Financial Intermediaries including Registered Investment Advisors (RIAs), Single Family Offices, Multi Family Offices, Bank/Trust Companies and some Broker Dealers. Over the past 22 years I have spent more than half of that time on the asset management side distributing products such as mutual funds, separately managed accounts, exchange traded funds (ETFs), and non-registered alternative investments across nearly every asset class. I also have 10 years of selling custody which includes brokerage platforms and the services they provide to advisors.
The product delivery and institutional sales process relies heavily on needs-based consultative selling which has helped me gain significant trust and understanding with advisors. I have built databases which help asset managers identify prospective clients to ensure an efficient use of marketing resources. My strengths include managing the institutional sales process with sophisticated strategies that resonate with investment pros. Additionally, I have relationships with RIAs, SFOs and MFOs as well as the custodians and those who provide services to these sophisticated investors.
Senior Vice President - Institutional Intermediary Business @ Senior business development executive working with the largest RIAs, MFOs, SFOs, and Private Banking teams in the Midwest representing Mainstay's multi-boutique lineup of institutional asset managers. Asset classes include global equities (hedged and non-hedged), fixed income, exchange traded alternatives, hedge fund of funds, and private equity. From August 2015 to Present (5 months) Greater Chicago AreaManaging Director @ Responsible for RIA efforts which includes working directly with the home offices of the major custodial platform as well as aggregators and certain TAMPs.
Cedar Capital is a newly created distribution company representing multiple managers with a variety of different styles and investment philosophies. Cedar was created to leverage the infrastructure which was built upon the immensely successful strategies of Good Harbor Financial.
Cedar's suite of managers are innovative and the strategies would be considered alternative as their mandates are more flexible than "style box" long-only fully invested strategies. From February 2014 to March 2015 (1 year 2 months) Greater Chicago AreaVice President @ Responsible for establishing a presence and building relationships in the MidWest for SSgA with a focus on RIAs, Single Family and Multi Family Offices.
SSgA's suite of investment strategies are both active and passive spanning across virtually every asset class including alternatives/fund of funds via SSARIS Advisors. The SPDR ETF lineup of 120 products were a primary focus but mutual funds, separately managed accounts, and collective investments trusts were also available.
State Street Global Advisors (SSGA) is a global leader in institutional asset management, entrusted with more than $2.4 trillion in assets.1 For more than three decades, sophisticated investors worldwide have benefited from our disciplined, precise investment process and powerful global platform offering access to every major asset class, capitalization range and style across the indexing and active spectrums. Our mission, plain and simple, is helping our clients achieve financial security. Since this means something different for each investor, we devote significant time up front to thoroughly understand their specific needs, and then apply our experience and intellectual rigor across a broad toolkit to develop and manage thoughtful, targeted solutions aimed at ensuring their success. The firm employs more than 2,200 people globally in 17 countries, and has nine investment centers across the Americas, Europe and Asia.2
SSGA is the investment management arm of State Street Corporation, one of the world’s leading providers of financial services to institutions.
1As of September 30, 2014. This AUM includes the assets of the SPDR Gold Trust (approx. $30.1 billion as of September 30, 2014), for which State Street Global Markets, LLC, an affiliate of State Street Global Advisors, serves as the marketing agent.
2As of December 31, 2014 From March 2007 to February 2014 (7 years) Greater Chicago AreaVice President - Sales @ Establish a presence in the Midwest for Pershing Advisor Solutions and market it's brokerage platform capabilities for RIAs, Broker/Dealers, Family Offices, and small Hedge Funds. Cross-sell multiple internal products provided by both Pershing and The Bank of New York.
Negotiated pricing and accountable for revenue/profitability. Coordinated implementation and conversion strategy while maintaining relationship throughout the process.
At Pershing Advisor Solutions LLC, our mission is to help advisory firms efficiently manage their businesses and excel at serving their sophisticated, high-net-worth clients. As the New Model CustodianSM, we have rebuilt our business from the ground up and introduced a new blueprint for how advisors are served. We help investment managers, wealth managers and family offices thrive in today’s dramatically changed industry environment.
By working with Pershing Advisor Solutions LLC, you can also benefit from the unique strength and global resources of Pershing LLC and BNY Mellon. Together, we offer a single-service integrated bank and brokerage custody experience. Through Pershing Advisor Solutions, you can also access credit solutions from BNY Mellon N.A., allowing you to provide a comprehensive approach to managing your clients' wealth. We are a pure business-to-business provider and offer a highly customized approach, a deep understanding of your business, and a comprehensive range of institutional-quality global solutions to help meet your need. From 2005 to 2007 (2 years) Greater Chicago AreaVice President - RIA Sales @ Develop new RIA, Single Family Office and Multi Family Office relationships in the Midwest utilizing a consultative sales approach to market a wide range of institutional brokerage/custody services, investment and technology solutions, marketing/business development support, and client service.
Negotiated pricing, soft dollars, manage profitability and coordinate all steps in sales process from initial contact through implementation/conversion while managing expectations with both the client and internal colleagues.
Fidelity Institutional Wealth Services provides a comprehensive custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, and retirement recordkeepers. Approximately 4,000 clients custody approximately $700 Billion of client assets on the brokerage platform. From 1997 to 2005 (8 years) Greater Chicago AreaInternal Sales @ Worked with SVP of Sales providing internal support for a 10-state region calling on registered representatives of multiple independent broker dealers. Sold limited partnership interests for the leading real estate development firm specializing in Section 42 tax credit generating multi family housing. From 1994 to 1997 (3 years) Greater Boston Area
Bachelor of Science (BS), Economics - Management @ Ithaca CollegeTabor Academy - Marion, MA Greg Zipoli is skilled in: Series 7, Series 63, Mutual Funds, ETFs, Alternative Investments, Separately Managed Accounts, Asset Allocation, Wealth Management, Asset Managment, Investment Advisory, Investments, Equities, Hedge Funds, Portfolio Management, Securities
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