Lara Compton
Chicago,IL
Summary
Experienced sales professional with a successful history of driving sales and building client relationships across private markets and public securities. Proficient in identifying customer needs, providing tailored solutions. Skilled in communication, negotiation, and problem-solving. Strong team player with a proactive approach and a dedication to achieving targets.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Vice President - Capital Markets
BAM Capital
Chicago, Illinois
07.2024 - 08.2025
- Developed and executed strategic plans to support the growth of the brand as well as increase the adoption of BAM offerings with wealth managers and professional buyers
- Established availability on alternative due diligence & technology platforms
Investor Relations – Private Clients
Milhaus
Chicago, IL
05.2022 - 05.2024
- Responsible for investor business development, fundraising and ongoing relations
- Diversified and enhanced the family office and high net worth investor bases while leading the syndication of project equity
- Worked strategically with CEO to create private real estate fundraising strategies, capital needs planning, and the creation and execution of multiple fundraising or capitalization vehicles such as, Opportunity Zone Funds, Acquisition funds, and development vehicles for multifamily, build for sale, hospitality and storage pipeline projects
- Enhanced investor engagement and relations by organizing and hosting events, symposiums, and seminars
- Updated and monitored client and prospect information in Juniper Square
Director of Platform Sales
Sterling Partners Equity Advisors
Chicago, IL
03.2021 - 05.2022
- Led capital raising efforts nationwide for registered investment advisors, broker dealers, turnkey asset management platforms, subadvised funds and consultants
National Account Manager
Brookfield Asset Management
Chicago, IL
09.2013 - 10.2019
- Placed Brookfield Global Listed Real Estate Fund within Wells Fargo Advisors, Private Bank and Abbot Downing discretionary models resulting in $1.2 billion in fund sales
- Secured first firm recommendations for mutual funds at RBC, Stifel, Wells Fargo, Voya, Morningstar/TD Ameritrade, Merrill Lynch
- Led education campaigns for analyst teams focusing on the benefits of listed infrastructure securities in a portfolio
- Supported launch of listed infrastructure hedge fund within UBS Alternative Investments
- Established the first 529 Plan relationships for the firm
- Created plan across departments to support and retain a $1 billion Jackson National Life insurance subadvisory relationship in global listed infrastructure
- Produced new FA relationships as well as client wholesaler lines of communication resulting in $27 million of new sales in a difficult performance period
- Continued to strengthen ties at the home office of our largest infrastructure client and a strategic relationship for the firm
- Expanded reach to new channels with the opportunity of an insurance subaccount estimated at $2 billion
National Account Manager
Calamos Investments
Chicago, IL
01.2011 - 09.2013
- Directed relationship, sales and distribution efforts with Wells Fargo, Morgan Stanley, Charles Schwab, Citi, Envestnet, Edward Jones, Prudential, PNC and Stifel Nicolaus
- Focused on discretionary model opportunities & recommendations from research analyst and consultants
- Grew and retained $1 billion model mandate from Wells Fargo for Calamos Large Cap Growth Fund
- Advocated for client firms amid investment professional turnover and tough performance periods by maintaining transparency
Senior National Account Manager
DWS Investments
Chicago, IL
06.1999 - 05.2010
- Developed relationships with top tier firms in the Broker Dealer and Regional Banking Channels, with a focus on senior executives, research analysts and product managers
- Positioned investment product lines for inclusion in and visibility on partner firms’ platforms - mutual funds, retirement plans, offshore funds, closed end funds, structured products, portable alpha and alternative investments
- Sold largest mandate in Broker Dealer channel totaling $500 million in Core Fixed Income - 2008
- Led sales effort with lead underwriter on largest DWS closed end IPO raising $1 billion - 2006
- Analyzed model portfolios, recommended lists and DCIO platforms for asset gathering opportunities
- Chosen National Account Manager of the Year in 2004.
Education
Bachelor of Science -
University of Michigan
Ann Arbor, MI05-1999
Skills
- Consultative Selling
- Client Relationship Building
- Revenue Generation
- Cross-Functional Collaboration
- Professionalism
- Problem-solving aptitude
Certification
CIMA® - Certified Investment Management Analyst
Timeline
Vice President - Capital Markets
BAM Capital
07.2024 - 08.2025
Investor Relations – Private Clients
Milhaus
05.2022 - 05.2024
Director of Platform Sales
Sterling Partners Equity Advisors
03.2021 - 05.2022
National Account Manager
Brookfield Asset Management
09.2013 - 10.2019
National Account Manager
Calamos Investments
01.2011 - 09.2013
Senior National Account Manager
DWS Investments
06.1999 - 05.2010
Bachelor of Science -
University of Michigan