Robert Pereira

Experience

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  Donaldson, Lufkin & Jenrette

  Sept 2000 - May 2003

  Wrap Trader

  •Traded and maintained portfolios for Wrap Fee asset management program with assets totaling over $3.5B•Updated and verified proper weighting in model portfolios on APL & Advent systems•Allocated & invested new money as well as resolve trade & account discrepancies

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  Credit Suisse

  May 2003 - May 2006

  •Analyzed all equity asset classes, responsible for due diligence and investment manager selection for managed account program•Conducted investment manager searches across all asset classes for high net-worth individuals, with mandates ranging from $250k – $100m•Liaised with Relationship Managers: created and circulated quarterly research; presented investment manager research process & provided education on Investment Managers •Led team of five over 35 asset managers•Oversaw migration of manual keystroke trading to automated trading•Converted proprietary and third-party asset manager trading from internal to asset managers

  • Asst Vice President, Research & Due Diligence

    Jan 2005 - May 2006

  • Asst Vice President, Head of Wrap Trading

    May 2003 - Jan 2005
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  Jefferies

  Jun 2006 - Sept 2019

  •Led due diligence and investment manager selection of Alternatives, Structure Products, Separate Managed Accounts & Mutual Funds•Drove investment committee meetings to facilitate the addition of new alternative investment & advisory funds to Wealth Management platform•Raised over $2B in advisory and over $1B in alternative investments •Performed in-depth quantitative and qualitative investment manager searches for specific investment opportunities•Owned onboarding process of new advisors for alternatives and advisory•Managed company-wide employee trading program

  • Sr. Vice President, Advisory & Alternative Investments

    Jan 2014 - Sept 2019

  • Vice President

    Jun 2006 - Jan 2019
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  Qualis Capital LLC

  Sept 2019 - May 2022

  Founder & Managing Director

  •Acquired by Tifin Wealth May 2022 •Contributed to initial business plan and structure by describing the business opportunity, target addressable market and future-state operating model•Led all of research, investment and operational due diligence•Led all Operations managing back office, administrators and third-party suppliers•Sourced, negotiated and structured agreements with managers across closed and open-end strategies•Supported sales team with closing highest revenue opportunities•Originated commentaries and thematic investment ideas for distribution to clients•Established membership into DTCC-I and implemented reporting process for member funds’ monthly returns into custodian statements Show less

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  TIFIN Wealth

  May 2022 - now

  Managing Director, Tifin Wealth & CEO of Broker Dealer

  Managing Director, TIFIN Wealth •Lead strategic initiatives to enhance market presence and drive business growth.•Oversee investment strategies and portfolio management for private market RIAs and clients.•Collaborate with senior leadership to develop and implement business plans. •Ensure compliance with regulatory requirements and industry standards.•Manage a team of financial professionals, providing mentorship and performance evaluations.CEO TIFIN Private Markets •Direct all aspects of broker-dealer operations, including compliance, risk management, and client relations.•Develop and execute strategic plans to achieve business objectives and financial targets.•Foster a culture of excellence and continuous improvement within the organization.•Liaise with regulatory bodies to ensure adherence to industry regulations.•Lead cross-functional teams to deliver exceptional client service and operational efficiency. Show less