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Open to opportunities

evan shusterhoff

@evanshusterhoff

Dynamic Portfolio Manager with expertise in investment strategies and client relations.

United States
Message

What I'm looking for

I am seeking a role that offers opportunities for growth, collaboration, and impactful investment strategies.

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

SA
Current

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.

CF

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.

Education

Degrees, certifications, and relevant coursework

University of Wisconsin logoUW

University 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.

Tech stack

Software and tools used professionally

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