Thomas Donnelly
Harrington Park,NJ
Summary
Talented Business Development Executive brings high-level business, marketing and sales acumen, with 25+ years of experience. Drives competitive growth through proactive relationship building and pursuit of business opportunities . Savvy to industry trends, practices and customer demands. Diligent in building and retaining strategic relationships by providing support and attentive service.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Head of Business Development
ID Fund
05.2023 - 12.2023
- Joined ID Fund to raise capital into Late-Stage private companies with visibility to a liquidity event in next 12-30 months
- Targeting Single/Multi Family Offices, RIA/Private Wealth Platforms and UHNW Individuals looking for diversification in alternative asset allocation.
- Increased revenue by developing and implementing strategic business development plans.
- Strengthened client relationships through consistent communication and timely resolution of issues.
- Mentored junior team members, fostering their professional growth and skill development.
- Conducted market research to identify emerging trends and adjust business strategy accordingly.
- Optimized internal processes for greater efficiency, streamlining workflows and reducing costs.
- Collaborated with other departments to ensure seamless execution of company initiatives.
Senior Managing Director
i(x) Securities, LLC
05.2022 - 05.2023
- Recruited to i(x) by former colleague at Brookfield Asset Management and current CEO at i(x) Net Zero to build out a distribution business for ESG/Sustainable investment bank Raising deliberate capital for compelling impact-focused investment opportunities Targeting Single & Multi-family offices & Institutions globally, Private wealth teams and RIAs here in North America Leading distribution efforts, Managing external sales team, and sourcing new mandates
Senior Managing Partner
CAVU Securities, LLC
08.2017 - 05.2022
- Recruited to CAVU Securities, LLC by CEO to build out the RIA, Single & Multi-Family Offices, Endowments & Foundations as well as Outsourced CIO’s clientbase for Top Internal client- Semper Capital Management (share similar family-ownership) Sourced and implemented capital raising plan for 2 New Private Credit Strategies via LP structures Sourced, Developed & Launched new US Equity Mutual Fund via a JV with Brentview Investment Management Work closely with Family-ownership to develop and implement a philanthropic initiative focused on our Military Veterans and their families – focused on Transition, Education, Employment & Adaptive Sport- called Semper TrueNorth
- Developed strategic partnerships with Stay in Step, MVP, Dog Tag Inc, USMCSF, Heroes Journey, Pineapple Express on behalf of True North Sourced: Venture Capital, Private Equity RE, Infrastructure funds to add to fund distribution line-up
Senior Vice President/Client Portfolio Consultant
Pioneer Investments
10.2015 - 08.2017
- Recruited to Pioneer to help build out the RIA/Bank Trust/Family Office group by former head of distribution at Voya (formerly ING Investment Management) Developed and implemented a detailed strategic plan to specifically market the Pioneer Liquid Alts Suite of products (L/S Bond, Opportunistic Credit, Dynamic Credit, Insurance Linked Securities), for the Mid-Atlantic Region
Vice President – Private Funds Group
Brookfield Asset Management
02.2012 - 09.2015
- Recruited to Brookfield Asset Management by former Head of Institutional Sales at TCW, to help build the Private Client Group Researched, developed, wrote and implemented a business plan to strategically target new prospective clients (institutions, RIA’s, Single/Multi Family Offices, Private Banks) Raised capital across our Private Fund Offerings: Real Estate, Infrastructure, Agriculture, Timber and Mid-Market Buy-Out PE and our Marketable Securities offerings – {$100 + Million} (Hedge Funds, Mutual Funds and Dublin based UCITs) Focused on Global Infrastructure and Real Estate
Vice President - Institutional Sales / Private Clients / Relationship Management
Trust Company of the West (TCW)
06.2007 - 02.2012
- Recruited to TCW, by former Head of Distribution at ING Investment Management for East Coast Sales and Relationship Manager Role, to raise the profile of TCW portfolio managers and raise capital through various channels Responsible for sales, marketing and relationship management for (Institutions, Large RIA’s, Single and Multi-Family Offices, Fund of Funds and Private Banks) Raised Capital across all asset classes, including $200 million in Alternatives: Distressed Credit & Mortgage Funds, Emerging Markets, Private Equity, Leveraged Finance, Real Estate as well as Energy & Infrastructure
Assistant Vice President - Relationship Manager, Institutional Sales
ING Investment Management
03.2002 - 06.2007
- Promoted to global liaison for institutional salesmen in Europe, Middle East and Latin America – worked closely with ING Bank to expand our presence in the Middle East Assets Raised: + $100 million in newly formed SICAVs for offshore clients; +$300 million in US Fixed Mandates from Middle East; nearly $250million/quarter domestically in traditional long only mandates; +$130 in Alternatives, including: Crestwood Capital Partners equity l/s, Onyx and Topaz multi-strat fof’s Pomona PE secondary fof’s, ING Clarion global real estate Developed and maintained key relationships with both domestic and international clients Created and implemented sales and marketing campaigns to target strategic partners and new prospects
Associate Regional Director - Managed Account Group /Institutional Sales
ING Investment Management
03.2002 - 04.2006
- Worked directly with National Sales Manager to implement sales goals, training, and incentive programs to keep internal sales desk motivated Responsible for driving all sales and client retention efforts for both managed accounts and institutional portfolios in the following channels: Wire Houses – ML, Wachovia, Smith Barney, Morgan Stanley, UBS as well as Family Offices, Registered Investment Advisors and Endowments & Foundations, across all Asset Classes, including Alternative Strategies: Assets Raised: +$300 million a quarter traditional long only asset; Alternative Assets raised: +$75 million – Artemis Partners II and Artemis International – Equity L/S; Anvers Healthcare Investors – Healthcare/Bio-Tech Fund; Onyx & Topaz –Multi-Strat FoF’s - worked with ING Pension Plan in the Netherlands with seed investment of $400 million.
Relationship Manager - Private Client Services
Bear Stearns & Co, Inc
11.1997 - 03.2002
- Recruited to run Business Development for a Private Wealth Management team Directed all sales and marketing efforts for wealth management sales team Grew book of business to over $500 million AUM Personally brought in +$60 million of new business in 18 months from High Net Worth Clients – major shareholders of publicly traded companies whose stock was at either 52 week or all time highs (small/micro cap stocks) via Pre-paid Forward Sales
Education
B. A. Economics - Economics
Iona College
New Rochelle, NYSkills
- Partnership Development
- Customer Acquisition
- Channel Management
- Team Leadership
- CRM Management
- Sales Strategy
- Marketing
- Customer Relationship Management
- Territory Management
- Business Development
- Sales Pipeline Management
- Strategic Partnerships
- Relationship Building and Management
- Business Development and Planning
- New Business Development
- Relationship Building
Certification
NASD Series 7 & 66 licenses
References
References available upon request.
professional designations
- FINRA Series 7
- FINRA Series 66
professional statement
I am an entrepreneurial-minded, motivated investment professional offering a proven record of developing relationships across multiple channels (Institutional, RIA, Single & Multi-Family Offices, Private Banks, Fund of Funds and Wire-houses). Successfully raised over $1 billion throughout my career. Has a history of driving sales growth and revenue across multiple products (long only, hedge funds, private equity) across the capital markets (equities, fixed income, US, International and Emerging Markets) via various product structures (funds, separate accts, SICAV’s, UCITs, LP’s, private placements) as well as providing investment guidance to clients in highly competitive markets.
Timeline
Head of Business Development
ID Fund
05.2023 - 12.2023
Senior Managing Director
i(x) Securities, LLC
05.2022 - 05.2023
Senior Managing Partner
CAVU Securities, LLC
08.2017 - 05.2022
Senior Vice President/Client Portfolio Consultant
Pioneer Investments
10.2015 - 08.2017
Vice President – Private Funds Group
Brookfield Asset Management
02.2012 - 09.2015
Vice President - Institutional Sales / Private Clients / Relationship Management
Trust Company of the West (TCW)
06.2007 - 02.2012
Assistant Vice President - Relationship Manager, Institutional Sales
ING Investment Management
03.2002 - 06.2007
Associate Regional Director - Managed Account Group /Institutional Sales
ING Investment Management
03.2002 - 04.2006
Relationship Manager - Private Client Services
Bear Stearns & Co, Inc
11.1997 - 03.2002
B. A. Economics - Economics
Iona College
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