ANNA COTTEN
Wilmington,NC
Summary
Senior marketing and investor relations with 12+ years of experience driving expansions for startups, asset managers, and global wealth platforms. Expertise in capital markets fintech, private equity, and alternative investments, with a proven ability to execute strategic marketing initiatives that attract investors and capital, drive deal flow, and foster growth for portfolio companies. Adept at forging high-impact partnerships, navigating companies through pivotal market transitions and building trusted relationships with founders, investors, and stakeholders.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Advisor
Private Family Office
12.2022 - 12.2024
- Advised a family office on launching its first real estate fund, crafting a fundraising strategy, investor engagement framework, and capital structure plan to attract institutional and private capital
- Facilitated co-investment partnerships with other like-minded family offices, eliminating $15M in external manager fees
Fractional Chief of Staff
Capwave
07.2024 - 10.2024
- Key advisor to CEO, leading strategic and go-to market initiatives for the launch of an AI-powered capital-raising platform driving 180% increase in founder engagement and securing 200 early adopters.
- Partnered with CTO to design pitch deck optimization metrics and investor-matching algorithms, ensuring alignment between startups and VCs
Vice President
TimesSquare Capital Management
07.2021 - 08.2022
- Led marketing and investor relations for firm’s first hedge fund, building brand identity and investor engagement from the ground up for a traditionally long-only $15B growth equity manager
- Created all fund marketing materials, and investor communications, ensuring alignment with hedge fund industry standards and LP expectations
- Led investor outreach and roadshow process, increasing LP engagement by 75% and securing $12M in verbal commitments for the fund launch
Marketing Consultant
Pappas Capital
05.2020 - 02.2021
- Engaged by $550M life sciences venture capital firm to lead capital-raising initiatives for the firm's fifth fund, focused on rare orphan diseases and novel therapeutics
- Led investor roadshows, expanding the pipeline by 50% and securing an anchor investor in five months
- Facilitated capital introductions, connecting portfolio companies to key financial and operational resources
Private Banker
J.P. Morgan Private Bank
01.2018 - 03.2020
- Managed $5.5B portfolio of ultra-high-net-worth principals, family offices, and institutions delivering comprehensive investment solutions across private equity, alternatives, and traditional assets driving 28% in YOY growth after first year
- Drove $25M in revenue from fund and GP-level credit facilities for financial sponsor business
- Delivered prime brokerage services, including margin financing, securities lending, and risk management tools, to hedge fund clients seeking integrated solutions
- Orchestrated seamless execution across lines of businesses for high profile client's $850M acquisition of sports franchise and stadium complex
Institutional Sales
Solovis
08.2016 - 08.2017
- Led U.S. sales for a fintech startup, driving adoption of multi-asset class portfolio management solutions among institutional investors
- Secured the first five clients in six months, including a $30B AUM university endowment, fueling a 200% revenue increase
- Managed a 4-person sales engineer team, overseeing sales cycles, proof-of-concept demos, and enterprise implementations to drive client adoption
Marketing & Investor Relations
Protégé Partners
10.2012 - 07.2016
- On 5-person marketing team responsible for driving investor relations and fundraising initiatives, contributing to $250M in new commitments
- Key player in transforming internal technology system into a market-ready SaaS platform, successfully negotiating its first and largest client account ($8B Pension Plan), increasing revenue by 100% within 6 month
- Managed investor communications including crafting marketing materials, quarterly investor letters, and fund performance reports
- Assist firm's seeded fund managers, providing guidance on strategy refinement, operational setup, and capital raising
Education
Bachelor of Science (BS) - Business Administration And Management
Appalachian State University
Boone05.2009
Skills
- Capital Formation & Investor Relations
- Strategic Positioning & Storytelling
- Start-up & Emerging Fund Development
- Capital Markets & Portfolio Management Fintech
- Alternative Investments (Private Markets focus)
- Sales Strategy & Execution
Certification
- Chartered Alternative Investment Analyst (CAIA)
- Series 7 & 63
Timeline
Fractional Chief of Staff
Capwave
07.2024 - 10.2024
Advisor
Private Family Office
12.2022 - 12.2024
Vice President
TimesSquare Capital Management
07.2021 - 08.2022
Marketing Consultant
Pappas Capital
05.2020 - 02.2021
Private Banker
J.P. Morgan Private Bank
01.2018 - 03.2020
Institutional Sales
Solovis
08.2016 - 08.2017
Marketing & Investor Relations
Protégé Partners
10.2012 - 07.2016
Bachelor of Science (BS) - Business Administration And Management
Appalachian State University
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