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Tom Demery

Managing Director at Valor Equity Partners

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Overview

Tom Demery is a Managing Director at Valor Equity Partners[1], where Demery specializes in business development within the advisor-sold channel with expertise in relationship management and new client acquisition[2]. Demery joined Valor Equity Partners as Principal in September 2022[4] before advancing to Managing Director in August 2024[3]. Prior to this role, Demery served as Managing Director and Co-Head of Wealth Management Solutions at Monroe Capital LLC from February 2021 to September 2022[5]. Demery's earlier career included positions as Head of Intermediary Distribution at Evanston Capital Management[7], Managing Director at Fox River Partners[8], and Vice President and Regional Marketing Director at Putnam Investments[10]. Demery holds an MBA in Marketing from Northwestern University's Kellogg School of Management[11] and a BA in History from Hobart and William Smith Colleges[12].

Profile introduction
Source excerptLinkedIn [2]

Business development specialist focused on the advisor-sold channel. Strong background in relationship management and new client acquisition. Nationwide network of clients and contacts. Specialties: New Client Acquisition, Relationship Management

Career history

  1. Managing DirectorAug 2024 to presentValor Equity Partners
  2. PrincipalSep 2022 to Aug 2024Valor Equity Partners
  3. Managing Director, Co-Head of Wealth Management SolutionsFeb 2021 to Sep 2022Monroe Capital LLC
  4. DirectorAug 2019 to Feb 2021Monroe Capital LLC
  5. Head Of Intermediary DistributionAug 2015 to Aug 2019Evanston Capital Management, LLC
  6. Managing DirectorFeb 2013 to Aug 2015Fox River Partners
  7. PrincipalFeb 2011 to Feb 2013Stairway Partners
  8. Vice President, Regional Marketing DirectorDec 2005 to Feb 2011Putnam Investments

Education

  1. MBA, Marketing2008 - 2011Northwestern University, Kellogg School of Management
  2. BA, History1995 - 1999Hobart and William Smith Colleges
  3. St. Stephens and St. Agnes School1992 - 1995

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