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Rating:Hatteras Nabs Goldman and Morgan Stanley Execs Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, October 18, 2011

Hatteras Nabs Goldman and Morgan Stanley Execs

Reported by Hung Tran

Alternative mutual fund provider Hatteras Funds[see profile] has added four alternative investment specialists to its national sales team. The new hires include Thomas Baker, west regional director, based in San Francisco; Casey Brunner, midwest regional director, based in Milwaukee, Wisconsin; Michael Kurz, southwest regional director, based in Dallas; and Robert Schwab, metro regional associate, based in Hatteras Funds' home office in Raleigh, North Carolina.

Previously, Baker was divisional director for Morgan Stanley Investment Management, where he was responsible for raising capital for MSIM alternative investment strategies from 2003 through this year. Brunner, who also hails from Morgan Stanley, served as a regional sales director.

Kurz joins Hatteras Funds from 1st Global Advisors in Dallas, where he was responsible for the platform development of structured investment and alternative investment capabilities. And Schwab hails from Goldman Sachs where he was a regional consultant focused on supporting and building relationships with advisors.

"The advisor community deserves a partner that provides a high level of service, knowledge of how alternative investment strategies work within a portfolio and a deep understanding of investment solutions," stated Robert Brown, director of sales and marketing for Hatteras Funds. "We went through an exhaustive search process in an effort to find client-focused specialists with alternative investment experience."
Hatteras Funds Adds Four Alternative Investment Specialists

Hatteras Funds, a boutique alternative investment specialist providing unique alternative investment solutions for financial advisors and their clients, has added four alternative investment specialists to its national sales team.

The four new team members strengthen Hatteras Funds' commitment to Financial Advisors across the country who seek the expertise to make informed choices about alternative investments.

"By adding these four highly talented and experienced alternative investment specialists to our sales team, Hatteras Funds is demonstrating our commitment to the advisor community," said Brian Jacobs, Chief Executive Officer of Hatteras Funds. "Our team is focused on providing the transparency, detail, and support that advisors require when considering an allocation to alternative investment strategies."

The new Hatteras Funds alternative investment specialists are:

Thomas K. Baker, West Regional Director - Mr. Baker brings a broad understanding of alternative investments gained over the course of 20 years in the investment industry. Prior to joining Hatteras Funds, Mr. Baker was Vice President and Divisional Director for Morgan Stanley Investment Management (MSIM), where he was responsible for raising capital for MSIM alternative investment strategies from 2003 - 2011. He joined Morgan Stanley in 1992 as a financial advisor and spent 10 years working with the firm's Fixed Income Division. Mr. Baker is based in San Francisco, CA.

Casey J. Brunner, CIMA, Midwest Regional Director - Mr. Brunner joins Hatteras Funds from Morgan Stanley Investment Management (MSIM) and Invesco, where he was a Regional Sales Director. While at MSIM, Mr. Brunner's primary focus was on portfolio construction with an emphasis on integrating alternative investments. Prior to joining MSIM, Mr. Brunner held roles in both investment banking and investment management. He is based in Milwaukee, Wisconsin.

Michael O. Kurz, CAIA, CIMA, CFP, Southwest Regional Director - Mr. Kurz joins Hatteras Funds from 1st Global Advisors in Dallas, where he was responsible for the platform development of structured investment and alternative investment capabilities. He also served as the key relationship manager for 325 affiliated advisors. His experience includes tenures as a financial advisor at firms such as JPMorgan Chase and Edward Jones Investments and has worked as a Registered Investment Advisor. He is based in Dallas, Texas.

Robert S. Schwab, Metro Regional Associate - Mr. Schwab joins the Hatteras Funds' internal sales and service team from Goldman Sachs where he was a regional consultant focused on supporting and building relationships with Financial Advisors. Prior to joining Goldman Sachs, Mr. Schwab was a member of Putnam Investments' internal sales team. He is based in Hatteras Funds' home office in Raleigh, North Carolina.

"The advisor community deserves a partner that provides a high level of service, knowledge of how alternative investment strategies work within a portfolio and a deep understanding of investment solutions," said Robert B. Brown, Director of Sales and Marketing for Hatteras Funds. "We went through an exhaustive search process in an effort to find client-focused specialists with alternative investment experience. We are excited to welcome Tom, Casey, Mike, and Rob to the Hatteras Funds' team."

For more information about Hatteras Funds, please contact Tony Kono at 973-850-7323 or tony@jcprinc.com.

About Hatteras Funds

Hatteras Funds provides unique alternative investment solutions for financial advisors and their clients. We believe that all investors should have access to the same sophisticated investment approach and superior portfolio management talent as the largest institutions. A boutique alternative investment specialist founded in 2003, Hatteras Funds offers a suite of innovative products designed to solve specific portfolio needs. The Raleigh, N.C.-based firm manages $2 billion in alternative investment strategies for a broad range of institutions, endowments, pensions and high net worth individuals. For more information, please visit www.hatterasfunds.com . 

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