Bert Watson 2 160x200J. Bert Watson, Jr. has spent his entire career in financial markets and joins Sunset Capital Assets as Chief Investment Officer (CIO), with over fifteen years of experience in Investment Banking, Risk Management, Proprietary Trading, and Market Making. Watson Jr. was formerly a Managing Director of UBS Investment Bank (UBS) and most recently the Founder and Managing Partner of NorthLake Capital Partners and Timberline Capital. Northlake is a money management and consulting firm which engages in private equity capital raising efforts in the asset management, real estate, and technology sectors. Timberline was formed to trade proprietary capital for RBC Capital Markets.
While a Managing Director of UBS Investment Bank, Watson Jr. was in charge of trading, risk management, and market-making activities in Telecommunications, Networking, Cable, and Media sectors. As Managing Director, he managed both senior and junior traders generating annual profits in excess of $50 million and was consistently the top performing group in the UBS Cash business. During his time at UBS, Watson Jr. grew the firm’s trading desk from ten traders and an Autex ranking of twenty-eight, to over fifty traders and an Autex ranking of seven in March 2004. Watson Jr. was ultimately given responsibility for trading all of UBS’s high profile syndicate deals and risk arbitrage opportunities.
Prior to his role at UBS Investment Bank, Watson Jr. worked for Jeffries Group, a wholesale broker dealer, and Hambrecht & Quist (now J.P. Morgan Chase), a boutique investment bank focusing on technology companies. Before working with Hambrecht & Quist, Watson Jr. worked for OLDE Corporation (now H&R Block), a full-service brokerage firm.
Mr. Watson has been involved with numerous private and public equity deals including the largest de novo real estate investment trust (REIT) ever listed on the NYSE. Watson Jr. attained a Bachelors of Business Administration in Finance and Computer Information Systems from James Madison University and has held Financial Industry Regulatory Authority (FINRA) Series 7, 24, 55, and 63 designations.
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