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Brian Feurtado
Partner, Head of Family Office Business at Apollo
Brian Feurtado is a Partner at Apollo Global Management, Inc., where he leads the firm's Family Office business as part of the Client and Product Solutions team.12 Here are some key details about his background and role:
Professional Experience
Brian joined Apollo in June 2022, bringing extensive experience in asset management and working with high-net-worth clients.1 Prior to Apollo, he had a distinguished career including:
- BlackRock: Spent over 17 years there, most recently as Managing Director and Head of Family Office, Endowments & Foundations.1
- Offit Hall Capital Management: Worked as a VP and UHNW Portfolio Manager from 2002 to 2005.1
- Goldman Sachs: Served as a VP from 1998 to 2002, focusing on asset management products and private client services.1
- JP Morgan Investment Management: Started his career here, spending 6 years in institutional relationship management across offices in Sydney, Melbourne, Singapore, and Hong Kong.1
Current Role and Responsibilities
At Apollo, Brian is responsible for:
- Leading Apollo's Family Office business.12
- Building and expanding a dedicated team focused on serving the world's largest family offices.3
- Developing strategies to target ultra-wealthy investors as Apollo looks beyond traditional institutional investors.3
Education
Brian holds:
- A Bachelor of Business in Finance and Accounting from the University of Technology, Sydney.12
- A Master of Commerce in Marketing from the University of New South Wales.12
Approach and Strategy
In his role at Apollo, Brian emphasizes:
- Focusing on sophisticated family offices with existing investment teams.3
- Providing opportunities in areas like commercial real estate and facilitating access to co-investments and direct deals.3
- Creating educational resources for family office clients to learn about alternative assets.3
- Hosting networking events like lunch and dinner roundtables for clients.3
Brian views family offices as valuable partners for Apollo, noting their "size, sophistication and speed" in making investment decisions.3
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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