David Gallagher

Background

About David Gallagher

Well established, results oriented investment professional with a 25 year track record of progressively building relationships across institutional, sub advisory, offshore and wealth management channels. Key drivers of my success are directly related to the breadth of my experience, a technical ability to describe an investment process combined with understanding the strategic objectives of clients. Passion for financial markets along with an innate ability to speak about specific financial, economic,and fundamental metrics affecting holdings in global portfolios. Proven Abilities: Recognized for fostering long-term client trust and loyalty. Exceptional communicator, skilled in building consensus with key stakeholders, internal/external clients and executive leadership. Articulate public speaker with a strong sense of humor and ease. Core Marketing Skills: Strategic approach to cultivating relationships. Developing New Strategies. Structuring Lift-outs. Product Rationalization. Regional, National and Global Consultants. Non-Profit, Family Office and Corporate channel expertise. Significant Sub-Advisory and UCITS Platform experience. Broad Equity and Absolute Return Product knowledge: US/International/Global Small Cap, Global Macro/Absolute Return, EAFE/EM equities equity strategies. Extensive global networks. Significant focus building business model outside of the United States, strategic planning for UK based firms and sourcing financial partners for owner operated firms. AIMSE Board Member 2013-2016 Chair Fall Conference 2015, Membership, Communications and Special Projects committees Contact Info: davegallagher1@me.com 917-822-6979 https://calendly.com/davegallagher1