DANA HILDEBRANDT
Waldwick,NJ
Summary
Talented investment professional with significant institutional experience, coupled with exceptional project management and a passion for leadership. Conscientious, articulate and charismatic, with a proven track record of developing and expanding investment relationships.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Head of Consultant Relations, North America
Ninety One
2023.05 - Current
- Manage a team of consultant relations professionals as a player-coach to penetrate the institutional consulting landscape in North America and provide the foundation for global growth of the business.
- Collaborate across the institutional business, investment teams and colleagues globally to lead, support and report on the progress of consultant efforts.
- Maintain in-depth knowledge of the market, demand drivers, competitive intelligence, and the best opportunities to pursue within our 5-year strategy.
- Deliver the best of the firm's multiple capabilities including public equities, emerging market debt, multi-asset solutions and niche private markets.
Managing Director, Head of Consultant Relations, North America
SSGA
2021.06 - 2023.05
- Oversee a team of 7, supporting the largest global, regional, and boutique consultants, including OCIO search consultants
- Responsible for setting the goals for the team and the framework for which to get them accomplished, establishing strategic priorities for research and engagement
- As an individual contributor to the team, supported >$11B in new business AUM in 2022
- Liaise with management and investment teams to provide transparency, support sales and drive distribution growth
Director of Investment Consulting
Willis Towers Watson
2015.06 - 2021.01
- Advisor to >$50B in assets at corporate plan sponsors and committees on all aspects of retirement plan management
- Featured in Forbes, Barrons, Pensions & Investments, Plan Sponsor, and MarketWatch, and speaking engagements at Institutional Investor and DCIIA
- Co-authored a paper with Georgetown Center for Retirement Initiatives
Trust Investments Manager
Public Service Enterprise Group Inc
2011.07 - 2015.06
Audit Manager
Deloitte LLP
2006.06 - 2011.07
Education
MBA - Finance
Rutgers Business School
Newark, NJ01.2017
Bachelor of Science - Accounting / Finance
Ramapo College Of New Jersey
Mahwah, NJ01.2006
Skills
- Excellent verbal and written communication skills
- Extensive investment depth within institutional investment consulting
- Ability to develop deep relationships across the institutional investment industry
- Thoughtful and collaborative mentor
- Results-driven and outcome-oriented
Certification
- Series 3, 7 and 63 holder
- Certified Public Accountant
Timeline
Head of Consultant Relations, North America
Ninety One
2023.05 - Current
Managing Director, Head of Consultant Relations, North America
SSGA
2021.06 - 2023.05
Director of Investment Consulting
Willis Towers Watson
2015.06 - 2021.01
Trust Investments Manager
Public Service Enterprise Group Inc
2011.07 - 2015.06
Audit Manager
Deloitte LLP
2006.06 - 2011.07
MBA - Finance
Rutgers Business School
Bachelor of Science - Accounting / Finance
Ramapo College Of New Jersey