Darlene DeRemer

Darlene DeRemer

Board Director

Darlene is Managing Partner and Co-Founder of Grail Partners LLC, which was established in 2005. In addition to heading up the Boston office, she is the Senior Banker focusing on the asset management industry worldwide and has advised clients in a wide range of strategic transactions. Grail is an advisory merchant bank, serving clients from offices in Boston, New York, and San Francisco and has worked on over 250 strategic transactions involving asset management businesses over two decades. Prior to becoming an investment banker at Putnam Lovell NBF in 2003, Darlene was for 25 years a leading advisor to the financial services industry, specializing in strategic marketing, planning, marketing, product design, and the implementation of innovative service strategies. Her work on outsourcing and use of technology has transformed her fund company clients. She has participated in numerous fund company asset management restructuring transactions. Since shifting to investment banking full time, Darlene has led or participated in a score of advisory transactions. Her current clients include sale and purchase mandates for institutional and mutual fund managers in the U.S., as well as restructuring assignments for alternative investment firms that seek to tap the public markets in the U.S. and abroad.

Darlene ran NewRiver's eBusiness Advisory unit for four years until 2003, prior to which she operated her own strategy firm in asset management, DeRemer & Associates, for 18 years. DeRemer & Associates, founded in 1987, was the first consultancy focused on the U.S. mutual fund industry. From 1985 to 1987, Darlene was Vice President and Director in the Asset Management Division of State Street Bank & Trust Company (now State Street Global Advisors) where she managed the $4 billion Pension Real Estate department and developed Marketing Communications and Client Service programs. Before joining State Street, Darlene was a Vice President at T. Rowe Price from 1982 to 1985. Darlene's career started in strategic planning at Tiger International Resources, Inc., and its subsidiary, Flying Tiger Airlines. In addition to United Capital Financial Partners, Inc., Darlene currently serves on the following boards:

  • AARP Services, Inc. Chairman of the Board
  • Clarion Institutional Realty Trust - Member of the Investment & Endowment Committees
  • Syracuse University Board of Trustees
  • Syracuse University Marvin J. Whitman School of Management Advisory Council
  • The Learning Center for the Deaf

Darlene earned a BS in finance and marketing in 1977 and graduated with summa cum laude honors. In 1979, she received an MBA with distinction from Syracuse University. She graduated Beta Gamma Sigma (Phi Beta Kappa analogous).