Mr. Loftus serves as Chief Investment Officer of the fund and is involved in capital deployment and investment decision-making.
Mr. Loftus has been an investment-industry professional since 1985, having held Senior Vice President, and Principal-level positions at several major money-center banks in New York City. He served as a member of the original Morgan Stanley’s Private Client Services group (PCS) beginning in 1993. In 2002, after a comprehensive oral and written examination process, he received the highest-level Wealth Management certification that could be earned within Bank of America – the “Leading with Advice” (LWA) designation. As a Co-Founder of the Altus Group, a $500 million-dollar wealth management team at Citi Global Markets, Inc., and after then meeting the firm’s various commercial criteria levels , in 2007 he passed the “Citi Family Office” (CFO) examination, which both recognized his professional competence and enabled him to work with the firm’s largest and most important client relationships ($10 million+). In 2013, he founded The Altus Group Private Office in New York City, a wealth management solutions practice on the BNY Mellon/Pershing platform, where he serves as the Managing Partner and Chief Investment Officer.
Mr. Loftus graduated with an Ars Baccalaureus Degree (A.B.) in Government from the College of William & Mary in Virginia. He also successfully completed the Wharton Online & Wall Street Prep Private Equity Certificate Program.
Among his charitable, Mr. Loftus is a Knight of the Sovereign Military Order of Malta, a Knight Commander of the Equestrian Order of the Holy Sepulchre of Jerusalem (Holy See), a Steward of the Society of the Friendly Sons of St. Patrick in the City of New York and an Honorary Usher of the Cathedral of Saint Patrick, having previously served as Chief Honorary Usher.