Founded by industry veteran Craig Morong, AFP's team of wealth and asset management professionals have a combined 200+ years of experience in executive sales management, business development, fund distribution, and marketing with firms such as Merrill Lynch, UBS, Credit Suisse, GAM, Kidder Peabody, Janus, Investec, Fidelity and Chase. Created in 2004, Atlantic Financial Partners, LLC, had a proven track record in building relationships and raising funds for investment managers such as Julius Baer Asset Management, GAM, Pictet Asset Management, Robeco/SAM and Ivy Funds.
Atlantic Financial Partners (AFP) was founded in 2004 by Craig S. Morong, an industry veteran with 27-years of experience developing and maintaining relationships in international business development and fund distribution. Craig has a long history of success in this space, helping increase revenues and grow profitability for investment firms like Pictet Asset Management, Julius Baer Asset Management, Global Asset Management (GAM), and RobecoSAM.
Craig's international experience began in Merrill Lynch's International Private Client Group as a Product Manager responsible for traditional and alternative investment funds. He later served as Managing Director for GAM, where he led business development in the international broker-dealer and private banking channels. In 2004, Craig created Atlantic Financial Partners, LLC. This business was sold in 2012 to what eventually became part of the Ivy Funds, where Craig was the Head of International Sales until 2016, when Craig re-established Atlantic Financial Partners with a renewed focus on business development and distribution in the Americas.
Eric Dale brings over 35 years of financial markets experience in various capacities to AFP, including private banking, institutional non-Dollar equity sales, investment strategy and regional sales management. Prior to AFP, he worked for Credit Suisse First Boston and subsequently Credit Suisse Private Banking USA in the US for nine years as a national sales manager in the US and as the regional manager for the Florida domestic market.
From 2004 until 2005, Eric raised funds for the Prostate Cancer Charity in the UK, as Director of Fundraising and as head of the charity’s major donors effort in the UK.
Before joining the Prostate Cancer Charity, he worked for 29 years in sales and management roles in Amsterdam, Bahrain, Geneva, London and New York for Merrill Lynch International, Merrill Lynch Banque Suisse, Merrill Lynch International Bank and Merrill Lynch Capital Markets. His ultimate responsibility was as Managing Director and market leader for the Benelux and Nordic markets for Merrill Lynch International Bank. Eric began his career as a banking trainee with National Grindlays Bank in its joint training program with FNCB in Beirut followed by six years as an account executive with Merrill Lynch, Pierce Fenner & Smith in London.
He earned his MA in Mathematics and Natural Philosophy from Edinburgh University in Scotland and his MSc in Advanced Mathematics from Christ Church, Oxford University, England. He is a Certified Financial Planner and a CAIA Charter Holder.
Jay Nakashima has been involved in the international sales and marketing of investment products as a senior manager for 30 years, many with major global investment management firms who are leaders in their field. Jay joins Atlantic Financial Partners from Ivy Global Investors (IGI) where he was Regional Vice President responsible for sales to International Financial Advisory network. IGI is the international division of Ivy Investment Management, managers of Ivy Funds and a wholly owned subsidiary of Waddell and Reed Financial Services of Overland Park, Kansas.
Ivy acquired Emerging Managers Group (EMG), an independent investment manager responsible for creation of the Ivy offshore platform where he was a partner. Prior to EMG, Jay was a founding partner of the first Atlantic Financial Partners (AFP) which represented number of well-known and respected Swiss investment managers and their funds on the global broker-dealer and banking platforms. AFP was acquired by EMG. Jay was also Vice President at Global Asset Management (GAM) with responsibility for sales and relationship management of International Financial Advisors.
Jay began his career with Chase Investors as Vice President in the International group, followed by UBS Asset Management (UBSAM) where he continued his responsibility for Asia-Pacific and joined senior members of the international institutional sales group responsible for strategic planning, relationship management and new product development for institutional clients worldwide.
Randolph H. Clark brings thirty years of asset management sales and distribution experience to Atlantic Financial Partners. Before AFP, Randolph developed US NRC, and Latin American cross-border business for Waddell & Reed’s Ivy Funds and EMG subsidiaries from 2012 to 2016. Prior to Waddell & Reed, Mr. Clark ran Latin American & Caribbean distribution for the Anglo-African Asset Manager, Investec. Before Investec, Randolph developed Janus Capital’s Private Wealth & Trust Group, as Director, to address the needs of US intermediaries and institutions serving ultra high net worth investors in the US. Previously, Randolph led the Americas region for Janus International. His responsibilities included covering all investment intermediaries and institutions in the American hemisphere dealing with non-US investors. Prior to joining Janus in 1998, Mr. Clark ran Latin American distribution for Seligman & Co. Before Seligman he established and ran Fidelity Investments’ Brazilian subsidiary, Fidelity do Brasil, as Executive Director based in São Paulo. Previous to Fidelity, Mr. Clark brokered Euro debt to Latin American institutional investors for General Electric’s Kidder Peabody & Co.
Randolph was a Founding Partner of Multi-Dimensional Distribution, LLC (MDD), a management consultancy focused on distribution in the Americas and is a member of the Board of TerraMar Brands. Randolph holds a Masters of International Management (MIM/MBA) from the American Graduate School of International Management (Thunderbird) and a Bachelor of Arts in Economics from the University of California, Santa Barbara.
David Anderson offers over 35 years of expertise in sales, marketing and product management for alternative and traditional investments principally in the US and Canadian wealth management, institutional and intermediary channels of distribution. He brings specialized knowledge regarding offering hedge fund strategies in US onshore-registered vehicles. Dave is currently Managing Principal of LiquidAltFunds LLC (LAF), which provides clients of AFP a complete suite of tools to analyze and solutions to enter the US and Canadian onshore markets.
Prior to forming LAF in 2012, Dave was head of business development for investment products distributed through UBS Wealth Management Americas that were managed by the $45 billion Alternative and Quantitative Investments group of UBS Asset Management. Dave spent 11 years at GAM most recently as Managing Director for Clients in the Americas responsible for the Private Client, Institutional and Intermediary businesses in the region. Previously, he worked at JP Morgan and Kemper Financial Services in a variety of sales, marketing and sales management roles. In addition, he has been a Guest Lecturer on hedge fund of funds for the International Wealth Management Executive MBA Program at the Swiss Banking School.
Dave held multiple board positions at GAM (USA) and served on the board of directors for the Horseman Global Fund LP and Horseman Global Fund (offshore). He did graduate work in Marketing at Northwestern University and received a B.Sc. in Marketing from the University of Denver.