Andrew Thinnes

Chicago,

United States

· High-performance investment management sales executive with a 20-plus year history of top-tier success building high-growth sales initiatives in the Institutional, Intermediary and Wealth markets (across all underlying channels). · Deep private market and public market product knowledge and sales success – in the U.S. and key foreign markets. · Directly responsible for $31B in new mandates and $172M in new annualized recurring revenue. • Have consistently achieved superior production across multiple Intermediary, Wealth and Institutional roles: direct sales, product specialist, strategic/national accounts, consultant relations, other. • Strong relationships with an extensive range of Intermediary & Institutional allocators in the US, Canada and key markets in Europe, the Middle East and Asia-Pacific. · Have built successful sales initiates at firms from smaller boutiques to $1 trillion in aum global asset organizations. • Hold FINRA Series 3, 6, 7, 24, 63 & 65 licenses. Currently preparing to sit for the CAIA Charter-holder exams. • Proven ability to re-position products to quickly attract large new asset flows | Demonstrated ability to rapidly turn-around underperforming sales businesses | Have excelled in building startup sales initiatives. • Experienced user of Salesforce; eVestment; PSN-Informa; Morningstar; Bloomberg; Microsoft Office. • Elected to the Auxiliary Board of the Art Institute of Chicago; Volunteer fundraiser for Misericordia Heart of Mercy; avid golfer; extensive foreign travel. Duke University Leadership Training program.

Confirmed and Approved

Andrew Thinnes has 102 links managed on Repio.

LinkedIn Accountback to top

(saved 03/05/18)
25 people agree
Agree
Comment

F. Andrew Thinnes III - LinkedIn Profile

https://www.linkedin.com/in/andrewthinnes

There is more than one Andrew Thinnes on LinkedIn. This is the link to my personal account.

Educationback to top

(saved 04/16/18)
21 people agree
Agree
Comment

The Wharton School of Business - University of Pennsylvania

https://executiveeducation.wharton.upenn.edu/for-i...

Executive Program for high-achieving investment management industry sales and marketing executives. Honed sales leadership and management skills and knowledge of the most critical issues affecting the investment management and financial services industries globally. Selected and sponsored by employer for admission to program. Classes led by senior Wharton faculty using the latest research from the combined Wharton and University of Pennsylvania knowledge base.

(saved 03/05/18)
18 people agree
Agree
Comment

University of Michigan Ross School of Business

https://michiganross.umich.edu/

Master of Business Administration with concentrations in Finance & Investment Management. Significant derivatives and quantitative investment management coursework. Contributed to the management of portion of global equity portfolio through Applied Investment Management and Securities Analysis coursework. Top 2% on GMAT.

(saved 03/05/18)
14 people agree
Agree
Comment

Thunderbird School of Global Management

https://thunderbird.asu.edu/

Certificate of Advanced Graduate Studies, International Finance and Asian & European 3.92 GPA. Students from more than 65 countries attend. School has historically ranked among the top international-focused graduate business schools globally (for its pragmatic, intensive international curriculum) by The Financial Times, US News & World Report, the Wall Street Journal.

(saved 03/05/18)
20 people agree
Agree
Comment

Morgan Stanley Global Capital Markets Training Program

http://www.morganstanley.com/what-we-do/investment...

Selected as one of 12 students from a pool of 1,200-plus top business school graduates for admission to Morgan Stanley’s top-ranked Global Capital Markets Division and its MBA Training Program. Excelled in portfolio management and sales responsibilities. Excelled in (a) providing equity research sales coverage to institutional investors and (b) in the management of equity, fixed income, derivatives and alternative investment portfolios for foundations; endowments; trusts; and UHNW family groups & their family offices. • Consistently generated annual revenue levels that ranked in the top 25% of Morgan’s 200-person global equity research & portfolio management team.

Career - Positions & Experience...back to top

(saved 03/05/18)
26 people agree
Agree
Comment

Asset Growth Partners - Leading Multi-Boutique Investment Fi...

https://www.linkedin.com/company/asset-growth-part...

ASSET GROWTH PARTNERS LLC, Chicago; Charlotte, 5/2017 – Present PARTNER, HEAD OF INSTITUTIONAL SALES, CONSULTANT RELATIONS, SUB-ADVISORY, DCIO, OTHER INTERMEDIARY, 5/2017-2/2022 • Led distribution for top-tier multi-boutique investment platform founded by alumni of The Carlyle Group & AMG (Affiliated Managers Group). • Two elite Portfolio Managers: one excelled in managing $10B in global equities at the largest endowment in the US and a long-short equity PM who had excelled at Maverick Capital, Millennium Management and Blue-Crest Capital. • Built all sales infrastructure from startup and quickly won important commitments from leading allocators. • Won $635M international equity commitment (among the largest in history of the emerging manager-of-managers industry) for one of our multiple boutiques (which managed less than $100M in aum at time of win). • Completed sale of firm’s largest boutique firm to a leading, private equity-backed investment management firm over a multi-year buy-out agreement. Have continued capital raising advisory after sale of boutique. Asset Growth Partners was founded to build a smaller version of AMG’s highly successful, early multi-boutique platform enabling skilled and top-performing investment boutiques to join a firm that provided all non-investment management services (sales; marketing; compliance; operations; legal; administration; etc.) freeing these talented investment-driven boutiques to focus a great majority of their time solely on generating investment performance excellence. INTERIM EXECUTIVE FIDUCIARY & PORTFOLIO MANAGER – held concurrently with positions above and below, 2/2018–2/2026 • Assumed critical fiduciary leadership during health challenges for both parents to stabilize and then negotiate the strategic sale of 85-year-old private company (owned by extended family members) to a FTSE 100 company. • Interim portfolio manager of multi-asset portfolios for executives of this private business; outperformed benchmarks through tactical asset allocation & manager selection across broad set of private and public strategies. • Recently transitioned these complex investment portfolios to a leading OCIO’s Private Client Division. INSTITUTIONAL & INTERMEDIARY SALES and DISTRIBUTION ADVISORY, 2/2022–Present. Following the sale of Asset Growth’s largest boutique, continue to drive top-tier asset growth for managers through skilled product differentiation and high-impact distribution strategies for best-in-class public and private investment managers.

(saved 03/05/18)
23 people agree
Agree
Comment

ISAM - International Standard Asset Management

https://www.isamfunds.com/

ISAM (International Standard Asset Management) - London, New York City, Florida - pedigreed, London-based alternative investment firm managing a series of the industry’s longest-tenured and better-performing quantitative-systematic global multi-asset strategies. Chairman was previously CEO of Man Group which he built into the world’s largest alternative investment firm during his tenure. ISAM was founded to exceed the industry-leading success that had been achieved by Man AHL’s systematic investment strategies business. Head of Institutional and Intermediary Sales & Consultant Relations, North America 9/2015-4/2017 • Instrumental in winning more than $1.1B in new assets from an elite group of investors including leading consulting, endowment & foundation, pension, OCIO, SWF, insurance, financial intermediary, fund-of-fund and large family office organizations in the US and Canada with a secondary focus on allocators in The Middle East, Europe and Asia-Pacific. Was recruited to ISAM to play a key role in building a $20-plus billion in AUM firm. Globalis Partners LLC-Butler Capital – Managing Director, Institutional Sales, NYC; Chicago, 1/2012-4/2017 Pedigreed, top-tier 35-person global alternative capital placement firm led by alumni of Morgan Stanley and DLJ. -Quickly became firm’s top-producing salesperson on one of the alternative industry’s top-rated sales teams. -Worked for ISAM while maintaining ownership and oversight position in Globalis Partners; held positions concurrently.

(saved 03/21/18)
19 people agree
Agree
Comment

ISAM - International Standard Asset Management

https://www.isam.com/

ISAM is a headquartered in London (with additional offices in Hong Kong, Dubai and Florida) and is a financial services company comprising two separate businesses: (a) alternative investment management and (b) the provision of liquidity, connectivity and analytics on global markets to institutional investors on a global basis. I. ISAM Funds is an alternative investment management firms with a long history of top-tier performance and risk-mitigation in the management of varied systematic investment management strategies. ISAM’s two primary systematic strategies presently consist of: -ISAM Vector - a fully systematic trading strategy designed to deliver diversifying returns from price persistence in markets. The strategy aims to provide low correlation to equities and bonds, with a continual focus on research and innovation. -ISAM Helix - a fully systematic statistical arbitrage strategy trading global equities. The program uses a broad range of statistical methods over expansive datasets to generate consistent uncorrelated returns across various market environments. II. ISAM Securities, regulated by the FCA and SFC, and CIMA registered, is a leading algorithmic trading firm and trusted electronic market maker providing liquidity, technology and prime services to clients on a global basis.

(saved 11/12/25)
3 people agree
Agree
Comment

Federated Hermes Investors

https://www.federatedhermes.com/us/campaigns/mdt-p...

$900 billion multi-boutique firm managing a broad set of public and private investment strategies. Senior Vice President, Institutional & Intermediary Sales & Consultant Relations, including Sub-Advisory & Institutional DCIO • Led highly successful turnaround of four underperforming, critical businesses. Lead Salesperson/Producing Mgr. • Won $12.2B in new assets and $38.6M in new annualized recurring revenue, driving record divisional results. • Won $10.2B in Fixed Income mandates through adept re-positioning of product range with tier-one allocators. • Built first highly successful Institutional business in firm’s 50-year history, adding $0.5B to firm’s market-cap. • Drove top-tier results through skilled re-positioning of Federated organization and key product sets and highly successful overhaul and rebuild of sales strategy and processes used by division’s sales and client service teams. • Responsible for entirety of business: P&L; sales strategy and tactics; product positioning; staff; staff development.

(saved 03/05/18)
19 people agree
Agree
Comment

Alleghany Capital Hires Executive to Take Senior Position in...

http://fundintelligence.global/moneymanagementrepo...

May 2004 - Alleghany Corporation-Allegheny Asset Management North America announced it has hired F. Andrew Thinnes III as a senior Institutional and Intermediary sales and consultant relations professional as a part of its high-priority initiative to enhance its relationships with institutional and financial intermediary investors and their consultants throughout North America. AAM’s Head of Asset Management said "Andrew is a distribution problem-solver who has a history of being able to very successfully enhance the competitive positioning and differentiation of investment firms and their key investment strategies in order to quickly gain attention and new assets from important intermediary and institutional investors and their consultants. His deep industry and product knowledge combined with outstanding sales skills have enabled him and his teams to achieve industry-leading success in attracting large new pools of assets from a broad set of investors and their consultants". SUMMARY OF POSITION & ACCOMPLISHMENTS - Alleghany Asset Management-AAAM was a $220 Billion global investment management firm managing a wide range of private and public investment strategies prior to its sale in 2008. Executive Vice President, Institutional and Intermediary Sales, Consultant Relations & Client Service, including Sub-Advisory and Institutional DCIO. • Lead salesperson on team that won 25-plus mandates across range of private and public equity & credit strategies. • Quickly built a top-tier sales team that drove record new product approval ratings with consulting and OCIO firms. • AAAM fully sold itself in 2008 to a consortium of global banks including BNP-Amundi, RBS and Banco Santander. • Consulted to PGIM (Prudential Global Investment Management) and Denver Investment Advisors during required non-solicitation period.

(saved 03/21/18)
27 people agree
Agree
Comment

Waddell & Reed Hires Executive to Lead Intermediary Distribu...

https://www.bizjournals.com/wichita/stories/2000/1...

Oct 11, 2000: Waddell & Reed Inc. has appointed Andrew Thinnes III as Managing Director of Intermediary Distribution to all financial intermediaries and their consulting firms in the US, Canada and abroad. The announcement follows Waddell & Reed’s recent move to rebrand its two investment families and broaden its distribution beyond its primarily proprietary private client sales force. In this newly created position, Thinnes will lead Waddell & Reed’s Financial Intermediary Distribution efforts on a global basis. SUMMARY OF ROLE AND ACCOMPLISHMENTS: WADDELL & REED INVESTMENT MANAGEMENT & IVY INVESTMENT MANAGEMENT combined was a $100 billion, 80-year-old firm managing a broad set of leading traditional, multi-asset and alternative investment strategies prior to its acquisition by Macquarie Asset Management in 2020. Managing Director, Intermediary and Institutional Sales and Consultant Relations, including Sub-Advisory & Institutional DCIO • Recruited by firm’s CEO, CIO & Chief Marketing Officer to build Intermediary distribution from start-up. Lead Salesperson and Producing Manager. • Personally won equity mandates of $625M, $405M, $365M, $140M, $120M, $110M and 40-plus smaller equity and FI mandates. • Instrumental in winning $3.8 Billion in global intermediary and sub-advisory assets and another $1.2B from other institutional investors. • Crafted the value proposition and led sales of full product set to all Intermediary markets: Multi-Asset: Global Macro; Global Allocation. Equity: Global; Int’l; EME; LCG; SCG; MCV. Fixed Income: Global High Yield; Core, Core-Plus. • Sole employee initially elected to firm’s Investment Board of Directors overseeing 32 Ivy-Waddell Investment Management vehicles. • Led Intermediary Sales to top-tier success; CEO & CIO then promoted me to take a senior-most role in firm’s highest-priority initiative to build an industry-leading Institutional Sales, Consultant Relations & Sub-Advisory Distribution capability on a global basis.

Otherback to top

(saved 05/07/18)
14 people agree
Agree
Comment

Asset Growth Partners LLC - Corporate Biographies

https://assetgrowthpartners.azurewebsites.net/Corp...

Asset Growth Partners (AGP) is a multi-boutique business platform allowing investment boutiques to successfully compete in an environment challenged by global low investment return potential, fee compression, and the need for business efficiency. Affiliates include: QBI Financial, LLC (QBI), an investment boutique that offers a series of equity strategies across multiple style and capitalization categories focused on achieving top-tier risk-adjusted returns through portfolios emphasizing quality, valuation and controlled volatility. QBI calls this philosophy "Quality Beta at a Reasonable Price(SM)", QBARP(SM). QBI Financial, LLC (QBI), a wholly owned subsidiary of AGP, is registered with the Securities and Exchange Commission as an investment adviser.