Christopher P. Nero
Chris is a retired Managing Director and former Global Head of Deutsche Bank's Alternative Fund Services business, which provides services to hedge funds, private equity funds, and other alternative investment vehicles located throughout the U.S., Europe, the Middle East, and Asia. Chris was the founder and CEO of the bank's predecessor business, HedgeWorks, which he sold to Deutsche Bank in 2008. Prior to founding HedgeWorks, Chris was the COO and member of the Management Board at Bricoleur Capital Management, a long-biased equity hedge fund with $1.5 billion in assets at its peak. Earlier in his career, Chris served as a Director at United Asset Management, a New York Stock Exchange-listed company, and as a Vice President for the Fund Accounting & Control group at Scudder, Stevens & Clark in Boston. Chris also served as a Senior Accountant at the United States Securities & Exchange Commission (SEC), where he received a national award in 1994 from SEC Commissioner Richard Roberts for exceptional contributions made to the SEC's Division of Investment Management Inspection Program.
Since 2006, Chris has served as a founding trustee on the Board of Pacific Ridge School, an independent secondary and college preparatory school launched in North County San Diego in 2007. Pacific Ridge School inspires and prepares students to be life-long learners who act with compassion and integrity. Pacific Ridge graduated its founding class in 2011, and today has anenrollment exceeding 485 students (www.pacificridge.org).
Chris has over 23 years of experience in the financial services industry, and holds a Bachelor of Science degree in Finance & Accounting from Providence College.
Please click here to read more or contact Mr. Nero: www.truenorthadvisory.com
Pete has over 28 years of experience in investment management in client service, sales and marketing, and directing distribution efforts for leading financial institutions.
Most recently Pete was a principal with Investment Science Corporation (ISC) which merged with Freeman Associates in early 2009 to form Freeman Investment Management Co, a quantitative equity firm with value strategies including alternative investments. Prior to joining ISC, Pete spent 15 years with Nicholas-Applegate Capital Management (NACM) based in San Diego, CA managing the firm’s institutional business starting in 1993, serving as Managing Director for Client Service & Sales, among other positions. After the Allianz Group acquired NACM in late 2000, Pete, a partner at NACM since 1995, served on the Executive Committee before leaving in 2006 to pursue other opportunities. He also served as marketing Director for Pacific Financial Asset Management Corporation (PFAMCo), where he was responsible for client service and sales for all PFAMCo firms which included Pacific Investment Management Co. (PIMCO), Cadence Capital, NFJ, Parametric and PM Realty Advisors. During the late 1980’s Pete marketed Fidelity Investments’ broker-distributed “Plymouth Funds” and served as a financial consultant for Merrill Lynch in Dallas, Tx. Pete holds a degree in Business Management from the University of Notre Dame and has a Series 65 license.
Pete is a member of Notre Dame’s Wall Street Leadership Group and serves on the Hesburgh-Yusko Scholars Program, a merit based scholarship program from extraordinary students at Notre Dame.
Jonathan is the Chief Executive Officer of RealMatch an industry leading recruitment advertising technology platform. Prior to joining RealMatch, he was the Founder andChief Investment Officer of Blue Square Capital Management LLC, a Hedge Fund. Before Blue Square, Mr. Bulkeley had a 25 year career in the Media and Internet industry including executive management roles at Time Warner and AOL and Chief Executive Officer responsibilities at Barnes & Noble.com (NASDAQ:BNBN), Lifeminders(NASDAQ:LFMN) and Scanbuy. He also has extensive public and private company Board of Directors experience including The Readers Digest Association (NYSE:RDA), Dex One (NYSE:DEXO), QXL Ricardo PLC (LSE:QXL), Spark Networks (AMEX:LOV), Edgar Online (NASDAQ:EDGR), Milliken & Company and IGN Entertainment.
Mr. Bulkeley is a 1982 graduate of Yale University with a B.A. in African Studies, something his parents questioned at the time.
Christopher P. Nero