Asset Management

Asset Management
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Contact us

Find your sales representative’s contact information, as well as numbers for more general inquiries. Or call our sales desk at 877-824-5615.

We look forward to speaking with you.

Institutional Management

Neil Hickey
Director
617-960-5217

Registered Investment Advisors

For general inquiries

Julia Robichaud
Julia Robichaud
Client Analyst
312-213-5292

RIA Management

Greg Laurence
Greg Laurence
Director, Head of RIA Distribution
312-517-4025

Find your representative below

Laura McDowell, CFP, CIMA®
Director
415-667-6322

Jake King
Director
617-261-7978

Chris Schneider, CIMA®
Director
312-517-4097

Shane Smith
Director
720-418-3824

Devere Jones
Director
312-550-6486

Andrew Torok, CFA®
Director
312-517-4450

Ned Seitler
Director
516-584-6861

Kristine Warner
Director
312-517-4076

Tyson Schwartz
Director
720-418-4251

Abbas Hussain
Abbas Hussain
Director
312-260-9098

Paula Boyd
Paula Boyd
Director
415-667-6308

Chris Jacobs
Director
312-517-4394

Advisor affiliated with Banks or Broker-Dealers

Download coverage map

Find your representative below

West Contact

Joe Wraga
Director, Consultant Relations and Field Sales
415-667-6317

Central Contact

Mark Branish
Director, Consultant Relations and Field Sales
720-418-4621

Northeast Contact

Mike Harrington
Director, Head of Consultant Relations and Field Sales
610-971-1550

South Contact

Dean Johnson, CFP®, CIMA®
Director, Consultant Relations and Field Sales
720-601-2958

National Account Executives

Gail Goulet
Director, Head of National Accounts Institutional Sales
610-971-6599

Joe Tedesco
Director, National Accounts Institutional Sales
636-628-8947

Carolyn Vaeth
Carolyn Vaeth
Director, National Accounts Institutional Sales
631-741-9451