Asset Management

Asset Management
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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.

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
312-401-7073

Find your representative below

Paula Boyd
Paula Boyd
Director
415-667-6308

Ken Harris
Ken Harris
Director
817-854-6644

Abbas Hussain
Abbas Hussain
Director
312-260-9098

Chris Jacobs
Director
312-517-4394

Devere Jones
Director
312-550-6486

Jake King
Director
617-261-7978

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

Tyson Schwartz
Director
720-418-4251

Shane Smith
Director
720-418-3824

Andrew Torok, CFA®
Director
312-517-4450

Kristine Warner
Director
312-517-4076

Advisor affiliated with Banks or Broker-Dealers

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Find your representative below

West Midwest Contact

Joe Wraga
Director, Intermediary Distribution and Consultant Relations
415-667-6317

Northeast Contact

Mike Harrington
Director, Head of Intermediary Distribution and Consultant Relations
610-971-1550

South Central Contact

Dean Johnson, CFP®, CIMA®
Director, Intermediary Distribution and Consultant Relations
720-601-2958

National Account Executives

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

Joe Tedesco
Director, National Accounts Intermediary Distribution
636-628-8947

Carolyn Vaeth
Carolyn Vaeth
Director, National Accounts Intermediary Distribution & Consultant Relations
631-741-9451

Shannon Biehl
Shannon Biehl
Director, Sales Enablement Intermediary Distribution & Consultant Relations
330-908-4341