John Mayerhofer
Warwick,NY
Summary
Strategic and results-orientated senior investment advisor with experience in team based solution setting. Skilled in global capital markets and objective driven investing. Proven communicator with a talent in developing partnerships with internal and external clientele
Overview
24
24
years of professional experience
Work History
Managing Director
BNY Mellon Wealth Management
2009.09 - 2023.03
- Senior Investment Advisor
- Investment lead member of team focused on High Network clients and prospects
- Led team interaction with external advisors and family offices
- Conduit to in-house and external product offering, specializing on Alternative Investment platform
- Worked with team leaders in driving greater understanding, articulation and penetration around the firms investment "best-thinking"
- Directed team focused on Corporate Executive opportunities
- Chaired monthly regional investment committee
- Frequent presenter on monthly national investment calls
Executive Director/Head of Portfolio Solutions
UBS A.G.
1999.10 - 2009.04
- Senior Investment Consultant to client advisors of UBS Wealth Management International targeting private clients with bankable assets of $25 million. Frequent international travel with client advisor to meet with and present solutions to client
- Responsible for analysis of clients financial condition and subsequent proposals optimizing their asset allocation against stated investment goals and objectives
- Developed and maintained a scalable investment solution platform focused on the WM investment advisory process for high net worth and millionaire segments of WM
- Senior Investment Advisor to 35 individual clients of WM International AG with average AUM of $5 million and revenue generation of 125 bps. per annum
Vice President
Citibank, Private Bank
1998.10 - 1999.10
- Senior Investment Counselor to 20 Private Bankers in the Miami office of the Private Banks (Western Hemisphere division) covering 500 clients with investment assets in excess of $1 Billion
- Provided investment analysis and customized solutions to satisfy our client's non-discretionary investment needs
- Worked closely with Product Specialist teams to originate and develop structured products to hedge or to leverage investment positions
Education
Bachelor of Science - Business Administration And Economics
Marist College
Poughkeepsie, NYSkills
- Global Capital Markets
- Alternative Investments
- Derivatives
- Analytical thinking/Problem Solving
- Risk assessment and management
- Collaboration
- Active listening
- Articulation
- Adaptability
- Conflict management
Timeline
Managing Director
BNY Mellon Wealth Management
2009.09 - 2023.03
Executive Director/Head of Portfolio Solutions
UBS A.G.
1999.10 - 2009.04
Vice President
Citibank, Private Bank
1998.10 - 1999.10
Bachelor of Science - Business Administration And Economics
Marist College
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