PERKINS FUND MARKETING
We provide professional alternative investment marketing services to managers. Our manager clients are in the absolute return/hedge fund arena and private equity. Our investor contacts include endowments, foundations, pension funds, wealth management, investment advisors, consultants, family offices, high net worth individuals, and fund of funds. Our full-service approach includes acting as a placement agent for the managers and funds we represent as a FINRA registered broker/dealer. All of our marketing representatives are Series 7 or 82, and Series 63 licensed. We provide our services on a global basis, with emphasis on North America and Western Europe.
Today’s alternative investment market demands expertise and a team of highly experienced professionals with strong relationships. At Perkins Fund Marketing we bring together successful alternative investment fund managers and investors who seek access to diverse, quality investment vehicles.”
Gilman C. Perkins
Perkins Fund Marketing, LLC
Perkins Fund Marketing was founded in 1997, in Southport, Connecticut to provide comprehensive and effective marketing and sales in the alternative investment and long only arenas. Chip Perkins saw a niche for a smart, focused firm that could do more than merely connect managers and investors. He envisioned a disciplined firm that could emphasize careful due diligence and high levels of personal service on behalf of managers. This led to the creation of a team of individuals with depth, experience, and maturity: expert financial marketers who command respect from others in the industry. The firm has continued to experience solid growth in its network of funds and fund managers, as well as the number and type of investor contacts. We believe that this growth has increased our ability to achieve positive results for fund managers.
FEATURING A HIGHLY EXPERIENCED TEAM OF MARKETING REPRESENTATIVES
Providing leadership in today's alternative investment market begins with assembling the right people. We are proud to have a team of highly experienced and service-oriented professionals with an average of 17 years experience in the investment industry. To this talented resource base, we add a commitment to the efficient use of the latest technological tools. We believe that top-quality marketing professionals and staff, combined with leading-edge technology, produces effective marketing results for fund managers.
Gilman C. Perkins "Chip"
Founder and Managing Partner
MORE ABOUT CHIP
Mr. Perkins is the Founder and Managing Partner for Perkins Fund Marketing and is responsible for the overall operation of the firm, new business development, management of the sales force as well as for sales in named accounts and South America.
Mr. Perkins was born and raised in Rochester, New York. In 1973, he graduated from the Berkshire School. In 1977, he received a B.S in Economics from St. Lawrence University. After graduating from St. Lawrence, Mr. Perkins worked as a manufacturer’s representative in the ski industry from 1977–1982. In 1982, Mr. Perkins began working in the technology arena. He was involved in two start-up businesses that eventually led to the founding of Platinum Software, where he was a Director and Executive Vice President of Sales & Marketing. In 1989, after a bid from IBM to market Platinum, Mr. Perkins joined IBM as Manager of Software Marketing for the United States. In 1992, Platinum Software went public and Mr. Perkins and began investing in hedge funds. As an alternatives investor, he became convinced that these asset classes offer a superior investment option and decided to dedicate his career to the alternative investment industry.
In 1996 he joined Asset Management Services as a marketing and sales representative in the alternative investment field. In 1997, utilizing his years of experience in sales and marketing, Mr. Perkins formed his own alternative investment-marketing firm and broker/dealer; Perkins Fund Marketing, LLC. Since the firm’s founding in 1997, Perkins has raised assets in excess of $6.5 billion for its fund managers.
Mr. Perkins serves as a member of the Board of Trustees for the Berkshire School in Sheffield, MA. Mr. Perkins is also a member of the Connecticut Hedge Fund Association and has participated at numerous, domestic and international hedge fund/alternative investment conferences as a panelist, chairperson and moderator. Mr. Perkins holds Series 7, 24,31,63 and 99 securities licenses.
Lisa A. Holzwarth
Senior Managing Director and Partner
MORE ABOUT LISA
Ms. Holzwarth is the Senior Managing Director and Partner of the firm and works with Mr. Perkins on new business development. She also leads the marketing plan implementation for new managers and is responsible for sales in the Pacific Northwest and Tennessee as well as Tri-State, Texas and California named accounts.
Ms. Holzwarth joined Perkins Fund Marketing in February 2000 with over 15 years of corporate banking, corporate finance and debt and equity private placement experience. Previous positions include Vice-President, Corporate Finance Group at Credit, Research & Trading LLC, an investment banking boutique specializing in middle market transactions, and Director, Private Placement Group at Nesbitt Burns Securities/Bank of Montreal with both origination and distribution responsibilities. Ms. Holzwarth was credit-trained at Manufacturers Hanover Trust Company where she was a member of a large corporate lending team in the North America division for five years. Ms. Holzwarth earned an A.B. in English cum laude from Bowdoin College. Ms. Holzwarth is on the advisory board and finance committee for Our Companions Animal Rescue in Ashford, CT and, together with her husband, is intentional about raising awareness and funding for saving The Big Cats of Africa. Ms. Holzwarth holds Series 7, 31, 50 and 63 securities licenses.
Linda S. Champagne
Managing Director, Partner and Chief Operating Officer
MORE ABOUT LINDA
Ms. Champagne, Managing Director and Partner, is the Chief Operating Officer and responsible for the daily operation of the firm, the creation and maintenance of manager marketing material and due diligence information, works with Mr. Perkins on new business development and contracts and is also responsible for information flow / relationships with previous managers and investors.
Before joining Perkins Fund Marketing in June of 1997, Ms. Champagne spent the prior five years as a Vice President for Asset Management Services. AMS is a marketing firm that raised funds for many alternative investment managers. She was responsible for all of the administrative/financial functions of the firm including the management of their broker/dealer, creation of marketing materials, and as a client liaison with investors. Ms. Champagne completed a degree in Music from Westminster Choir College and has developed advanced proficiency in Microsoft Office integration and desktop publishing through additional studies. Ms. Champagne previously served as Treasurer for the 3PM Association. Ms. Champagne holds the Series 82 and 63 licenses.
MORE ABOUT KEVIN
Mr. Cunningham, Managing Director, is responsible for sales in Canada, Massachusetts, Rhode Island, Michigan, Indiana, Wisconsin, North Carolina, Florida and Tri-State named accounts. He also works with Mr. Perkins on new manager research and selection.
Mr. Cunningham has over 30 years of experience in capital markets, wealth management and hedge fund marketing. Previously, he was head of marketing for Singleterry Mansley Asset Management where he marketed the Beachwood Fund, a total return strategy which primarily invested in mortgage and asset backed securities. Prior to Singleterry, he was a Principal at Hunthill Capital where he marketed multiple strategies to endowments, foundations, pension funds, family offices, financial institutions and high net worth individuals. Mr. Cunningham spent 22 years at Lehman Brothers where he was a Managing Director. Mr. Cunningham’s roles included National Short Term Credit Sales Manager, National Corporate Bond Sales Manager, New York Fixed Income Sales Manager and also ran Wealth Management in the Boston Office.
Mr. Cunningham graduated from Fairfield University with a B.A. degree in Political Science and a minor in Economics. He holds the Series 7 , 24, 31, 50 and 63 securities licenses.
Managing Director, General Counsel and Compliance Officer
MORE ABOUT DAN
Mr. Glusker is the firm’s General Counsel and Compliance Officer. In addition to handling the firm’s day to day legal and compliance needs and participating in new manager research and due diligence, Mr. Glusker is responsible for sales to targeted accounts and various business development initiatives.
Mr. Glusker joined Perkins Fund Marketing in January 2013 with over 20 years of legal, corporate, insurance, finance, structured products, fund and equity-linked derivatives and alternatives sales experience. Previously he was a Director in the New York office of Commerzbank AG in the Financial Institutions Marketing group where he structured and marketed fund-linked products and alternative strategies to fund of funds, pensions, foundations, endowments, consultants, insurance companies and family offices. He held similar senior roles at BNP Paribas, Natixis Capital Markets and Wachovia Securities. Prior to joining Commerzbank, Mr. Glusker was a senior member of Fairview Partners, an alternatives marketing firm based in Darien, CT. From 2000-2004, Mr. Glusker was Vice President & Counsel and then Director in Manager Research at RBC Capital Markets in New York. Previously, Mr. Glusker was as an Associate at the New York law firms of Brown & Wood (currently Sidley Austin) and Stroock & Stroock & Lavan. Mr. Glusker began his career as a complex loss analyst at the Travelers Insurance Company in 1993.
Mr. Glusker graduated from Colgate University in 1993 and earned his J.D. from New York Law School magna cum laude in 1998. He is a Chartered Alternative Investment Analyst (CAIA) Level I holder, holds the Series 7, 24, 31, 50, 63 and 99 securities licenses and is admitted to the New York and Connecticut bars.
J. Douglas Newsome, CFA
Managing Director and Director of Research
MORE ABOUT DOUGLAS
Mr. Newsome, Managing Director and Director of Research is responsible for sales in the Mid-Atlantic, Florida, Pennsylvania, Texas and Tri-State named accounts. He also is the firm’s Director of new manager research and selection and is the firm lead in private equity.
Mr. Newsome joined Perkins Fund Marketing in August 2012 with over 25 years of industry experience working with hedge funds, private equity funds and traditional investment strategies. Previously, he was a Managing Director with Babson Capital Management, where he marketed multiple strategies to pension funds, foundations, endowments, financial institutions and family offices. Prior to Babson Capital, he was a Managing Director at PricewaterhouseCoopers Corporate Finance LLC. Prior to PWC, he was founder and Chief Executive Officer of GMS Technologies, Inc., a financial technology firm. Prior to GMS, Mr. Newsome headed debt capital markets and built out the syndicated loan, U.S. private placement and corporate bond businesses at Santander Investment. Prior to Santander, Mr. Newsome helped build out the US private placement business for Barclays de Zoete Wedd (now Barclays Capital). Mr. Newsome began his career as an investment analyst at New York Life Insurance Company (now New York Life Investments).
Mr. Newsome graduated from Muhlenberg College and earned an MBA from Lehigh University. He was awarded the CFA designation and has earned a certificate from the AIMSE/Wharton Institute for Investment Management Sales Executives. He holds the Series 7, 24, 31, 50 and 63 securities licenses.
MORE ABOUT KYU
Ms. Scott, Managing Director, is responsible for sales in Illinois, Missouri and Connecticut as well as Mid-Atlantic and Tri-State named accounts. She also works with Mr. Perkins on new manager research and selection.
Ms. Scott joined Perkins Fund Marketing in March 2012 with over 15 years of hedge fund marketing and investment banking experience. Previously, she was a Director in the New York office of BlueCrest Capital, a multi-billion dollar London-based alternative asset management firm, where she marketed multiple hedge funds across a broad range of strategies to pension funds, foundations, endowments, consultants and family offices. Prior to joining BlueCrest in 2008, she was a Director at Perkins Fund Marketing. From 2005 to 2006, she was a partner with the Highlander Group at Citigroup Smith Barney, a wealth management team that advised high net worth individuals on investment portfolio design and wealth transfer, tax planning and risk mitigation strategies. From 2002 to 2005, Ms. Scott originated and marketed U.S. syndicated loans at ABN Amro and assisted in the build-out of this group. From 1995 to 2002, she originated and marketed Latin corporate bonds and U.S. syndicated loans at JPMorgan.
Ms. Scott graduated from Harvard College in 1989 and earned a master’s degree in Administration, Planning and Social Policy from the Harvard Graduate School of Education in 1993 and an MBA from Columbia Business School in 1995. She holds the Series 50, 63 and 82 securities licenses.
Director and Chief Compliance Officer
MORE ABOUT JOHN
Mr. Holzwarth, Director and Chief Compliance Officer, is responsible for the day to day compliance functions of the firm as well as sales in various named accounts including those in Spanish speaking countries. He also works with Mr. Perkins on new manager research and selection.
Mr. Holzwarth began his finance career at CIBC World Markets in the Latin America Middle Market Fixed Income and Equities Division and has most recently co-led capital placement initiatives for various private equity and hedge fund managers at CEDI Capital Markets.
Mr. Holzwarth’s finance career also encompasses his passion for the culinary arts. He has operated as an Investor and Operator of fine dining establishments as well as a consultant to leading private equity firms. John has invested over a decade in the hospitality industry, has a passion for local, sustainable agriculture and its underlying regional economic impact, and is a trusted advisor to these market segments.
A graduate with distinction from the University of Maine with degrees in Economics and Spanish literature, Mr. Holzwarth finished his education at the University of Buenos Aires in Argentina studying Economic Development. He is also a Registered Representative holding Series 7, 24, 31, 50, 51, 63 and 99 Licenses and is a member of the National Society of Compliance Professionals (NSCP).
MORE ABOUT MARIA
Ms. Daldegan, Director, is responsible for managing the office and assisting our operations team – scheduling of manager meetings / conference calls, travel and conference planning, database management and also acts as a liaison between managers and PFM representatives.
Maria joined PFM in January 2005. From January 2012 through June 2013 she worked directly in a similar capacity for Sasco Energy Partners LLC, a Commodity Trading Advisor (CTA) before returning to PFM in September of 2013. Maria is fluent in Portuguese and has a working knowledge of Spanish. She is studying to take her Series 82 and 63 examinations with the intent of assisting Mr. Perkins in the South American marketplace.
MORE ABOUT HENRY
Mr. Corcoran, Sales Associate, is responsible for assisting our sales representatives and operations team as well as covering sales primarily in upper New England in New Hampshire, Vermont and Maine.
Mr. Corcoran joined PFM as an intern after graduating from the College of Charleston in 2016 where he earned a degree in Business Administration. He holds the Series 7, 31, 50 and 63 securities licenses.
Chief Technology Officer
MORE ABOUT DOUG
Mr. Steinschneider is the firm’s Chief Technology Officer responsible for the design, maintenance and implementation of the firm’s technology systems. These systems support various elements of the firm including compliance, security, investor relations, communications, the tracking of fundraising efforts and disaster recovery.
Mr. Steinschneider has worked closely with Perkins Fund Marketing since 2003, beginning with projects to improve client communication and later to streamline the firm’s technology infrastructure using server virtualization and cloud computing initiatives. He has over 25 years of experience working with both large and small firms in similar capacities.
Mr. Steinschneider graduated from Bucknell University in 1978 with a B.A. in Economics.