Elyse Iannone
Carlsbad
Summary
Results-driven finance professional with experience in investor relations and wealth management, supporting hedge funds and advising high-net-worth clients. Expertise in partnering with advisors to deliver investment strategy, market insights, and portfolio communication to sophisticated clients. Demonstrated success in capital raising, relationship management, and driving asset growth within collaborative, client-focused environments.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Head of Investor Relations
Tower 18 Capital LLC
La Costa
07.2023 - Current
- Lead investor relations for three hedge funds, driving capital raising initiatives that secured millions in new investments
- Manage relationships with high-net-worth and institutional investors, delivering updates and hosting monthly investor calls
- Partner with portfolio managers and analysts to translate investment strategy and performance into client-facing communications
- Build and maintain a pipeline of prospective investors through strategic networking and outreach
- Collaborate with external fund managers on research, due diligence, and relationship development
- Support compliance processes, including SEC/FINRA filings, Blue Sky registrations, and legal documentation
Senior Premier Banker
Wells Fargo
Carlsbad
06.2021 - 07.2023
- Advised high-net-worth and mass affluent clients on investment, banking, and lending strategies aligned with financial goals
- Consistently exceeded performance goals by identifying client needs and delivering customized solutions
- Managed and grew a portfolio of client relationships through proactive outreach and financial reviews
- Partnered with financial advisors to deliver integrated portfolio solutions and enhance the client experience
- Built referral pipelines through centers of influence (COIs) and community engagement
- Collaborated closely with cross-functional teams, including financial advisors, lending specialists, and branch partners, to deliver coordinated and comprehensive solutions aligned with client needs
Skills
- Investment Strategy Communication
- High-Net-Worth Client Advisory
- Relationship Management
- Capital Raising & Business Development
- Cross-Functional Collaboration
- Regulatory & Compliance Awareness
- CRM Systems (Salesforce)
- Client Portfolio Reviews
Certification
- SIE
- Series 7
- Series 6
- Series 65
- Series 63
- Life Insurance
Timeline
Head of Investor Relations
Tower 18 Capital LLC
07.2023 - Current
Senior Premier Banker
Wells Fargo
06.2021 - 07.2023