Forging Successful Relationships
Hamersley Partners is a third-party marketing firm focused on selecting institutional-quality investment managers, and increasing their assets. We believe that the size of the institutional manager universe can cause investors to remain unaware of certain high-quality firms available to fit their needs. Our goal is to pair these managers with discerning, progressive investors in mutually beneficial relationships.
The team at Hamersley Partners has over 50 years of investment and sales experience, and has raised over $5.1 billion in assets since 2008 from US and international institutional investors. The firm has strong relationships with industry decision-makers across multiple distribution channels including institutional consultants, public and private pension funds, endowments and foundations, sub-advisory and wrap programs, RIAs, and emerging manager programs. Hamersley Partners is a broker-dealer registered with the SEC, a member of FINRA and SIPC, as well as a member of Third Party Marketers Association.
Peter has more than 25 years of experience in institutional
investment management. Before starting Hamersley Partners, he worked at Oechsle International Advisors where he was responsible for institutional consultant and plan sponsor marketing, client service and portfolio management. Prior to that, he was an international equity analyst at Keystone Custodian Funds and a tax accountant at Price Waterhouse in Silicon Valley. Peter has an MBA from the Sloan School at the Massachusetts Institute of Technology, an MS in Taxation from Golden Gate University, and a BS in Finance and Accounting from Santa Clara University. Peter was an Instructor in Management at Harvard University’s Division of Continuing Education from 2013-2017 and co-authored a financial accounting textbook.
Peter holds Series 7, 63 and 24 securities licenses and is a Certified Public Accountant. He formerly served as Chairman of Bottom Line, a Boston based non-profit focused on college success for high school and college students.
Michael has more than 15 years experience in the investment management industry. At Hamersley Partners he is responsible primarily for sales and business development for Hamersley Partners’ clients. Prior to joining Hamersley Partners he worked with Parker Point Capital in a similar capacity engaging in institutional marketing for investment managers. Concurrently while working with Parker Point, he also managed the team of research analysts with Brighton House Associates, an investment marketing research firm. Prior to that, he held positions at both John Hancock Distributors and Evergreen Investments working in retail sales and client service respectively. Mr. Wren is a graduate of Salve Regina University with a BA in History. He holds Series 6, 7, and 63 licenses.
Chief Compliance Officer
Leonard Barenboim is a senior capital markets professional and licensed Securities Principal providing compliance, brokerage management and project funding advisory services to securities brokers and project developers worldwide. In his current capacity Leonard provides compliance oversight at Hamersley Partners LLC, LLC as the Chief Compliance Officer at this registered broker dealer. Other current assignments include Temper of the Times Investor Services and Ei Capital Distributors LLC, where he acts as acting president and chief compliance officer for both broker dealer companies since early 2013. Currently Leonard also serves as the Chief Compliance officer with MP63 Fund, a registered investment management company with $ 70 million AUM. Leonard started his capital markets career in 1986 with SG Warburg and Co. in New York, where he served in institutional sales specializing in Australia and New Zealand equities sales to institutional investors in the US. In 1994 Leonard was contracted to the United States Government’s Agency for International Development to participate in a series of projects to promote development of orderly capital markets in emerging, with specialty in privatization. In that capacity , he was instrumental in privatizing more than $ 300 million worth of state owned assets and was responsible for orchestration of issuance of corporate debt securities, in some instances the first ever in modern history of some countries (Azerbaijan, for example). Between 2003-2013, Leonard functioned as finance director and investment banker for and on behalf of numerous international project development companies and completed a number of capital raising and process re-engineering assignments in emerging markets. From 2013 and onward, Leonard has devised a specialized consulting mechanism designed to provide management and financial services compliance support to financial organizations. Leonard Holds a Bachelor’s degree in Economics from Queens College of the City University of New York and a certificate in securities analysis from the New York University. He is a registered Securities Principal with Series 7, 24, 65, 66, 79 and 99 securities licenses.
Karen has been providing SEC broker-dealer registered FINOP services for Hamersley Partners since 2005, and has over 18 years of experience in the securities industry. As FINOP, Karen is responsible for Hamersley Partners’ compliance with applicable net capital, recordkeeping, and other financial and operational rules under NASD Rule 1022 and SEC Rule 15c3-1 governing the maintenance of books and records. Prior to this, Karen worked as a Financial Analyst at Bottomline Technologies, and was a licensed Financial Planner with A.G. Edwards & Sons and IDS Financial Services (holding Series 7, 63, and Life & Health Insurance licenses) for over a decade. Karen has a BS in Business Administration Degree with an Accounting Concentration from the Whittemore School of Business and Economics at the University of New Hampshire. She currently holds a Series 28 securities license.