Todd A. Campo, CIMA®
Summary
Senior Financial Services Executive offering progressive background of over 25 years in the financial services industry. Excels in creating and expanding regions and building strong, peak-performing teams. Record of success forming strong relationships, identifying and capitalizing on growth opportunities, and producing top results.
Overview
25
25
years of professional experience
Work History
Managing Director, Head of Business Development
North Square Investments
07.2018 - Current
- Instrumental in the launch and development of new multi-boutique asset management firm in 2018.
- Worked directly with CEO to source capital for launch while also meeting with and vetting potential asset managers for the North Square Investments platform.
- Assisted in growing asset base from ~$700M at launch to over $11B in AUM currently.
- Manage a team responsible for product placement, sales, and client service at private banks, wire-houses, independent broker dealers, regional, and retirement firms.
- Strategic Business Development team has added 97 products over the past 2.5 years to platforms at wire-houses, independent broker dealers, regional, and retirement firms.
SVP, Head of Strategic Business Development
Oak Ridge Investments
01.2016 - 07.2018
- Distributed Oak Ridge's suite of SMA's and Mutual Funds to private banks, wire-houses, and independent broker dealers in the US.
- Successful in getting numerous SMA's and Mutual Funds added to major wire-houses, independent broker dealers, and custodians.
- Retained assets at two major wire-houses during a period of underperformance to aid in the launch of North Square Investments.
Director, Head of Private Bank & RIA Distribution
Allianz Global Investors
06.2014 - 12.2015
- Appointed by senior leadership in 2014 to drive two additional business lines along with current private bank responsibilities. Tasked with managing a team of external investment consultants to grow distribution with bank/trust firms and RIA's, and to lead AGI's closed-end fund effort.
- Created and brought to market a new closed-end fund (ACV) in 2015 with Merrill Lynch and Wells Fargo as co-leads. Built syndicate and managed all aspects of fund from start to launch. Raised ~$330M with leverage.
- Identified opportunity to implement an at-the-market offering for existing AGI closed-end funds, resulting in $400M+ in new assets under management within 18 months.
Director,Head of Private Bank Business Development
Allianz Global Investors
03.2011 - 06.2014
- Drove the sale of Allianz Global Investors multi-boutique asset Managers to private banks, regional banks, and trust companies throughout the US.
- Actively worked with and managed ~30 firms. Key relationships included JP Morgan Private Bank, Citi Private Bank, Goldman Sachs, Deutsche Bank, HSBC, US Bank, Truist, and PNC.
- Succeeded in getting Allianz strategies added at Citi Private Bank, US Bank, HSBC, and Truist.
- Delivered 167% of sales goal in 2013.
Senior Vice President, Relationship Manager
Neuberger Berman
01.2009 - 03.2011
- Promoted in January of 2009 to lead Private Bank effort at Neuberger Berman.
- Secured distribution with major private bank/trust firms; focused on Goldman Sachs, JP Morgan, HSBC, Citi Private Bank, Barclays, Atlantic Trust, and Deutsche Bank.
- Consulted with CIOs, heads of global research, research analysts, marketing, sales, and product development to determine strategy opportunities.
- Grew private bank business from near zero to 12 strategies placed with $1B+ in new assets under management in 18 months; assets under management reached $3.4B with $18M annual run rate revenue by 2011.
- Developed new mutual fund for JP Morgan Private Bank (Neuberger Berman Multi-Cap Opportunities fund). Worked with JP Morgan to receive risk committee approval and internally to finalize board approval.
Vice President, Intermediary Sales
Neuberger Berman
06.2001 - 12.2008
- Headed sales activities for asset management firm's mutual funds, managed accounts, and alternative strategies, targeting RIAs, financial advisors, and institutions across Northeast region.
- Appointed as closed-end fund regional sales manager, leading team of four external wholesalers and two internal sales associates; raised $250M in three closed-end products in one year.
- Ranked #1 in managed account sales for two consecutive years, producing $249M in 2006 and $169M in 2007 in new assets under management.
- Gained #1 position in managed account sales with $707M in assets under management.
Mutual Fund Sales Manager
American Skandia Advisor Funds
05.1999 - 06.2001
Education
Bachelor of Arts - Finance, Business Management
Curry College
Milton, MASkills
FINRA Series 6, 7, 24 & 63
Certified Investment Management Analyst (CIMA®)
Timeline
Managing Director, Head of Business Development
North Square Investments
07.2018 - Current
SVP, Head of Strategic Business Development
Oak Ridge Investments
01.2016 - 07.2018
Director, Head of Private Bank & RIA Distribution
Allianz Global Investors
06.2014 - 12.2015
Director,Head of Private Bank Business Development
Allianz Global Investors
03.2011 - 06.2014
Senior Vice President, Relationship Manager
Neuberger Berman
01.2009 - 03.2011
Vice President, Intermediary Sales
Neuberger Berman
06.2001 - 12.2008
Mutual Fund Sales Manager
American Skandia Advisor Funds
05.1999 - 06.2001
Bachelor of Arts - Finance, Business Management
Curry College
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