Many entrepreneurial investment managers are frustrated. Needing to spend so much time on the day-to-day running of the business, they cannot grow sales or fully tend to the portfolios in the expert manner they want. Does the fast paced growth of assets and accounts cause you secret anxiety because ...more

Many entrepreneurial investment managers are frustrated. Needing to spend so much time on the day-to-day running of the business, they cannot grow sales or fully tend to the portfolios in the expert manner they want. Does the fast paced growth of assets and accounts cause you secret anxiety because operational systems cannot keep up? Will the SEC's inevitable knock on the door bring feelings of dread? Turning your keen market insights into a successful investment portfolio was hard. Transforming your great private fund or family office into a great business is even harder. I can help. I create and manage institutional-grade infrastructure: systems, processes, and procedures. By taking up the burden of running the day-to-day, I free up your time to do what you do best and what you love doing the most. As an integrator, I bring the security of knowing your business is running smoothly without any surprises. As a practical risk manager I know the easy "no" is often not the right answer. I work to find creative solutions for compliance and risk issues that facilitate (not hinder) the profitable pursuit of your vision. I design processes empowering the right people with the right information at the right time, by leveraging automation, sourcing cost-effective vendors, and maximizing existing technology. Beyond just IT, my transformations inculcate a professional culture of trust and success with employees. Everyone becomes more productive, aligned with the company mission, and invested in helping clients. I have over a 20-year track record of success in creatively applying systematic thinking and computation to the investment space in a variety of roles. With broad experience in all aspects of the firm from alpha generation, to client-facing, to government-facing, to operations, I integrate the various parts of the firm into a singular cohesive strategy. Most importantly, I enjoy building the secure and robust future that investment managers like you envision. As one CIO described it, I arrived at a critical juncture for the firm and set them up in a much better position for many years to come; it was thus a pleasure working with me from many perspectives. Let’s discuss how I can help you and your investment business. Contact me right now via email at bob@petry.us and we will set up a time to talk confidentially.less