Ms. Winchar is a client-focused, highly motivated investment professional with more than 25 years of experience in Institutional Investment Management as a strategic leader who can positively impact organizations and team success as a leader, strategic consultant, player/coach, and/or independent ...
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Ms. Winchar is a client-focused, highly motivated investment professional with more than 25 years of experience in Institutional Investment Management as a strategic leader who can positively impact organizations and team success as a leader, strategic consultant, player/coach, and/or independent contributor focused on investment consulting and institutional sales and marketing.
A subject matter expert in business development with decades of distribution/client management experience for a broad array of asset classes and a proven ability to be both strategic and tactical, Denise has proven able to drive and expand market share by being an intellectual contributor, solution provider and trusted advisor to consultants and clients.
• Equities, Fixed Income, Hedge Funds, Distressed Debt
• Fundamental and quantitative processes
• Domestic, International and global scope
Possessing a C-Suite presence, Denise is intuitive, consultative and creative, and employs an EQ solutions-based approach that stays focused on organizational and client objectives. With excellent written and verbal communication skills, Denise is able to compellingly convey technical, investment information to articulate key points clearly and concisely.
As an independent contributor, she is skilled at identifying and managing complex consultant relationships and as a player/coach adept at identifying and inspiring teams to meet challenging deadlines, generate revenue and exceed goals.
Expertise: Firm Strategic Planning & Marketing • Global Consultant Relations • Team Management Institutional Sales, Consultant Relations, Servicing • Relationship Building and Management • Project Management • ESG Impact Investing • Presentation Strategy/Coaching • Platform Development • Branding & Messaging • Integration Management
Series 7
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