Management Team Biographies
Daniel T. Allen: Chief Executive Officer
Daniel Allen has been involved with international business development for almost three decades. Prior to founding Aliier he has worked for a variety of financial firms, including Smith Barney, and as Managing Director of Structured Management and Equity, Ltd. Mr. Allen is a recognized leader in the industry and has spoken at conferences at both the NYSE EURONEXT (2012) and NASDAQ (2011) and participated in closing bell ceremonies at both exchanges. He authored “The Next Step for ESG Investing: Moving from What and Why to How” and spoke at the SmartView™ Roundtable | Sustainable Investing: What’s at Stake for Investors & Public Companies in 2010, and was a speaker at the 2010 ESG Strategies for Sustainable Investors Conference in Brussels. He has been a guest on Trust Across America with Jordan Kimmel. Mr. Allen frequently writes about Sustainability and ESG Investing, has written various articles and been quoted in numerous trade publications, as well as national publications such as USA Today.
Christopher Waters: Global Head of Fund Manager Relations
Christopher Waters brings over 20 years’ experience in diverse facets of investment management, including relationship management, product management and business development at Aliier Global GmbH. He was previously Vice President, Director SMA and Sub Advisory Relations for Envestnet Asset Management and prior to that worked at Bear Stearns managing Broker-Dealer, RIA and Prime Broker relationships. Mr. Waters is especially adept at building and developing powerful relationships with centers of influence at asset management, Registered Investment Advisor and Broker Dealer firms. He has an extensive background in managed accounts, mutual funds and sub-advisory portfolios for fee-based platforms and is experienced in developing and planning product and portfolio roll outs for various investment strategies including managed account, unified managed accounts and sub-advised funds. Mr. Waters also brings deep experience to Aliier Global GmbH in a number of operational areas including operations, technology, legal and compliance.
Gary Palmer: Board of Directors - X-Notes, plc
Mr. Palmer is the Chief Executive of the Irish Debt Securities Association and a non-executive director. Until April 2012 and for the previous thirteen years, Mr. Palmer was the Chief Executive of the Irish Funds Industry Association (IFIA). A former director, board member and member of the management committee of the European Funds and Asset Management Association (EFAMA) where Mr. Palmer chaired the Valuations Committee; he is also a former director of the US based, National Investment Company Service Association (NICSA). Mr. Palmer was a member of the Irish Prime Minister’s Clearing House Group where he chaired the Investment Funds Committee and was a member of the Financial Regulator’s Consultative Industry Panel and chaired the EU and International advisory group. Mr. Palmer holds a degree in Economics and an MBS from University College Dublin and has been awarded the Certified Investment Fund Director designation from the Institute of Banking.
James Thyne: Regional Director – Australasia (Australia and New Zealand)
James Thyne has had a broad international career in investment management stretching over more than 25 years. Over this time he has worked with some of the largest corporate pension and sovereign wealth funds in the world. He began his investment career in Fixed Interest portfolio management with AMP Asset Management in Wellington, New Zealand and then Sydney, Australia. He then moved into institutional sales and management and helped establish Alliance Bernstein in Australia and New Zealand, as a member of the management board, which ultimately became the largest international investment firm in both countries, with assets exceeding $70bn. Mr. Thyne then assumed the role as Managing Director of Alliance Bernstein in Singapore, when he was responsible for a large retail team, and developed relationships with several sovereign wealth funds throughout Southeast Asia. In 2005 Mr. Thyne moved to San Francisco, where he was responsible for institutional sales for Alliance Bernstein throughout the West Coast. In 2010 he assumed a role covering the same region for Manning & Napier. Mr. Thyne relocated back to New Zealand in 2014, and is currently responsible for business development for Aliier in Australia and New Zealand. Mr. Thyne is a graduate of Otago University in New Zealand, with degrees in Law and Finance. He holds FINRA series 7, 31 and 63.
Tim Townsend, CFP®: Board of Advisors (Australia)
Tim Townsend has been in the Australian finance industry for the past 25 years, specializing in financial planning. During his early years he spent almost 10 years establishing and building Outlook Financial Planning, a credit union based financial planning company. He moved from Outlook to take up the role, for five years, as National Manager – Financial Planning for Perpetual Private Clients. In that role he developed the financial planning services and processes for the Private Clients Division and drove the delivery of those services both internally and to external financial planning professionals. In addition, he continued to personally advise high net worth clients. As Chief Executive Officer, WHK Financial Planning, the financial planning division of WHK Group, Mr. Townsend spent a further five years with the responsibility for building financial planning and distribution procedures for the WHK Group. After ten years in senior management, he became a Principal of WHK Melbourne, allowing him to return to his first love: focusing on delivery of personal advice and support. He has been recognized for driving change in business with a willingness to move ahead of the developing expectations of the financial advice profession. Unique as an adviser and consultant, Mr. Townsend not only speaks and advises on industry issues, but is personally responsible for day-to-day business management and delivery of advice to high net worth clients. This places him in the position of not only speaking from past experience and the lessons learned, but the need to make that advice work as he has now established and operates his own private practice, TownsendCobain Private Wealth Partners.