evan shusterhoff
@evanshusterhoff
Dynamic Portfolio Manager with expertise in investment strategies and client relations.
United StatesWhat I'm looking for
I am a results-driven Portfolio Manager with extensive experience in managing client portfolios and developing investment strategies. My ability to deliver returns while managing risk and ensuring compliance has been a cornerstone of my career. I pride myself on building strong client relationships and leveraging my negotiation skills to achieve optimal outcomes.
Throughout my career, I have demonstrated a proven record of sales growth and managing diverse portfolios across multiple financial sectors. At Cantor Fitzgerald, I grew sales by 50% year-over-year, leading to my promotion to Desk Manager. My tenure at Sassicaia Capital Advisers saw me increase initial capital from $300K to $4M, delivering a remarkable 20% return on managed capital. I am passionate about fostering collaborative investment approaches and maintaining relationships with key stakeholders.
Experience
Work history, roles, and key accomplishments
Portfolio Manager
Sassicaia Capital Advisers
Jan 2019 - Present (6 years 6 months)
Managed multiple client portfolios using trading platforms for market analysis, trade execution, and risk management. Led status meetings with fellow portfolio managers to discuss market trends, review current portfolio performance, and exchange strategic feedback for informed decision-making.
Desk Manager
Cantor Fitzgerald
Jan 2018 - Present (7 years 6 months)
Promoted to Desk Manager to perform territory management and drive sales for the New York office across various funds. Continued to manage two of the top five territories, including OH, KY, and TX, while overseeing the sales desk.
Senior Internal Wholesaler
Cantor Fitzgerald
Jan 2016 - Present (9 years 6 months)
Introduced an innovative structure backed by an institutional sponsor and led non-traded REIT sales on both debt and equity sides. Played a critical role in building the company from the ground up, managing presentations and communications on investment strategies.
Internal Wholesaler
Realty Capital Securities
Jan 2013 - Present (12 years 6 months)
Led the sale of non-traded REITs, BDCs, and LPs within the independent broker-dealer channel, focusing on various commercial real estate sectors. Oversaw the full sales cycle, including territory sales processing, reporting, meeting scheduling, and follow-ups.
Education
Degrees, certifications, and relevant coursework
UWUniversity of Wisconsin
Bachelor of Science, Economics
Completed a Bachelor of Science degree with a focus on Economics. Gained a strong foundation in economic principles and analytical methods.
Availability
Location
United StatesAuthorized to work in
Job categories
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