Summary
Overview
Work History
Education
Skills
Functional Experience
Languages
Hobbies and Interests
Languages
Early Career
Timeline
Generic
Timothy A. Kovacs

Timothy A. Kovacs

Bilbao

Summary

Results-oriented international management executive and business development consultant. Cultivate relationships through soft skills and supporting investors, executive teams, and boards of directors. Teambuilder with friendly interpersonal skills.

Overview

12
12
years of professional experience

Work History

Managing Partner

New Paradigm Solutions
Bilbao
02.2024 - Current
  • Guide clients through the financial complexities of the multipolar world.
  • Craft solutions with professional partners addressing jurisdiction diversification, global capital markets, asset protection, and portfolio management.
  • Consult groups on securitization of assets and other financial structures.

Director

Savile Capital Group LLC.
Bilbao
05.2023 - Current
  • Lead global business development and coordinate investment strategy communication.
  • Formalized agreements with Global Alpha Advisors and REYL Overseas.
  • Recruiting advisors in Spain.

Founder

Global JACS Inc.
Princeton
01.2015 - 03.2023
  • Specialized in wealth management platforms, private markets, and fund distribution
  • Led investor relations for La Hoja Capital Management in 2021 and introduced capital for HOLISTIK Wellness through a Convertible Bridge Note in 2021.
  • Retained for consulting and capital introductions by FlexFunds, Alpha Notes, Monte Capital Group, Carlisle Management Company, and Savile Finance Group for various periods between 2015 and 2019.

Wealth Manager

CI-Associates
Santiago
09.2012 - 07.2014
  • Prospected clients and opened six accounts from 2013 to 2014
  • Administered portfolio allocation and fund selection.

Education

Bachelor of Arts - International Management and Latin American Studies

Gettysburg College

Executive Education, Business Innovation Programme -

University of Deusto

Executive Education, Non-Executive Director (NXD) Programme -

University of Edinburgh

Skills

  • International Business
  • Capital Introductions
  • Investor Relations
  • Consultative Sales
  • Relationship Management
  • Market Analysis
  • Networking
  • Thematic Promotion
  • HubSpot CRM
  • Microsoft PowerPoint
  • Training and Development
  • Coaching
  • Cross-functional team leadership

Functional Experience

Sales Management 

Focus on fund distribution through offshore wealth management platforms. Lead investor relations initiatives for various fund managers and investment companies. Responsible for wholesaling and capital introductions of offshore mutual funds, hedge funds, and FoHFs in the Americas. Results-oriented achievements: 

  • Led the Americas’ regional growth of AUM from $1.7 B to $3.5 B in sales; 1998-2001
  • Surpassed $1 B in AUM in the Southern Cone; 1998
  • #1 in North America Offshore Sales; 2002-2006

Business Development

Collaborate with top financial advisors and asset managers in the Asia Pacific, EMEA, and Latin American regions. Generate and update a pipeline of potential clients through CRM, Sales Navigator, investment analysis, communication, networking, events, and social media.  Client segments: 

  • Offshore broker-dealer platforms
  • Independent Asset Managers
  • Private Banks Family
  • Multi-Family Offices

Create and update marketing collateral including investment summaries, company profiles, team bios, fact sheets, presentations, and DDQs in addition to ad hoc materials. Orchestrated training programs for various institutional clients in Bogotá, Boston, Buenos Aires, Miami, London, and Rome. Clients included Banco Santander, Credit Suisse, EFG, Lehman Brothers, Merrill Lynch, Morgan Stanley, Smith Barney, UBS, and Wachovia. 

Leadership

Supervised Regional Sales Managers in Latin America and US offshore territories. Recruited, hired, trained, and mentored North America Offshore Internal Sales Team. Managed Miami office. Taught individuals in private sessions. Instructed group classes and presented in front of large audiences. 

Languages

  • English (Native)
  • Español (B2/C1)

Hobbies and Interests

  • Yoga
  • Wellness
  • Travel
  • Hiking
  • Skiing
  • Design

Languages

English
First Language
Spanish
Advanced (C1)
C1

Early Career

Pioneer Investments | Boston, MA USA

Vice President, Regional Sales Manager and Miami Office Manager - Wholesaler (2002-2007)

Director – Wholesaler, Latin America Sales, Miami, FL (1999 – 2001)

Merrill Lynch & Co | New York, NY USA

Director – Wholesaler, Latin America Sales, Miami, FL (1999 – 2001)  

Vice President, Regional Sales Manager – Wholesaler, Buenos Aires, Argentina (1998 – 1999)  

Product Manager, New York, NY (1996 – 1997) 

Marketing Specialist, Princeton, NJ (1993 – 1995)

Timeline

Managing Partner

New Paradigm Solutions
02.2024 - Current

Director

Savile Capital Group LLC.
05.2023 - Current

Founder

Global JACS Inc.
01.2015 - 03.2023

Wealth Manager

CI-Associates
09.2012 - 07.2014

Bachelor of Arts - International Management and Latin American Studies

Gettysburg College

Executive Education, Business Innovation Programme -

University of Deusto

Executive Education, Non-Executive Director (NXD) Programme -

University of Edinburgh
Timothy A. Kovacs