Open To Work
Jonathan Drum, CFA
Westfield,USA
Summary
Senior relationship manager and investment professional with expertise in managing relationships for billion-dollar high net worth and institutional clients. Proven ability to lead teams, foster trust, and inspire confidence among clients and colleagues. Chartered Financial Analyst with a strong track record of delivering results in high-pressure environments.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Vice President, Client Advisory
Offit Capital Advisers LLC
New York, NY
01.2024 - 09.2025
- Managed 14 client relationships with high net worth families and foundations, fostering long-term partnerships.
- Collaborated with clients to achieve investment objectives, resulting in improved portfolio diversification and liquidity.
- Oversaw asset allocation, risk management, trading, and monthly reporting for clients.
- Provided solutions for complex issues, such as managing lost cost basis shares.
- Leveraged personal network to identify and source new prospective clients, expanding firm’s client base.
- Successfully transitioned clients to a new reporting platform with historical reconciliations.
- Established revocable trust accounts and retitled investments appropriately.
- Created new trust account, decanting assets from old trust into new structure.
Executive Director, Global Investment Office
Morgan Stanley Wealth Management
New York, NY
08.2022 - 08.2023
- Co-led family office portfolio solutions team, defining roles and executing strategic business planning to enhance operational efficiency.
- Oversaw asset allocation, manager selection, portfolio construction, and risk management for family office portfolios.
- Acted as primary investment officer for the largest relationship on the platform, directing a $1.6 billion portfolio strategy.
- Executed three-pronged portfolio strategy covering public fixed income, diversified equities, and private equity commitments.
- Partnered with Global Investment Manager Analysis to evaluate client-sourced direct deals for informed investment decisions.
- Contributed to Morgan Stanley Family Office Investment Committee as one of five voting members, shaping strategic decisions.
- Cultivated relationships with financial advisors and family offices, serving as trusted advisor and extension of staff.
- Collaborated with managers to analyze market conditions, ensuring robust investment pipelines through regular assessments.
Vice President, Americas Client Business
Goldman Sachs Asset Management L.P.
New York, NY
11.2009 - 07.2022
- Identified opportunities for solutions that grew asset base exceeding $15 billion.
- Facilitated $2.5 billion pension risk transfer for merged corporate client, capturing $4 billion in new assets.
- Managed twelve complex institutional investor relationships, including pensions, defined contribution plans, endowments and foundations.
- Partnered with product teams to present innovative solutions, driving growth in institutional assets.
- Collaborated with major investment consultants on strategic sales initiatives.
- Contributed to ten-fold increase in AUM from 2013 to 2022 on multi-asset class team.
- Created database to track OCIO business and manage re-engagement strategy, resulting in identification of over 50 prospects.
- Coordinated quarterly Sarbanes-Oxley testing to mitigate risk across internal teams.
Education
Bachelor of Science (BS) - Dual Major: Finance and International Business
Georgetown University, McDonough School of Business
Washington, DCWashington, DC
Skills
- Business development
- Sales expertise
- Client retention strategies
- CRM management
- Strategic planning
- Project management
- Cross-functional leadership
- Team management
Certification
- CFA charterholder
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
On-SiteRemoteHybridSalary Range
$45000/yr - $200000/yrTimeline
Vice President, Client Advisory
Offit Capital Advisers LLC
01.2024 - 09.2025
Executive Director, Global Investment Office
Morgan Stanley Wealth Management
08.2022 - 08.2023
Vice President, Americas Client Business
Goldman Sachs Asset Management L.P.
11.2009 - 07.2022
Bachelor of Science (BS) - Dual Major: Finance and International Business
Georgetown University, McDonough School of Business