For press/media inquiries and to access asset management industry expertise.

Advisor Research

Michael Evans

Asset Management Benchmarking (Sales, Marketing, National Accounts & Product)

Michael Evans

Marketing, Social Media Marketing, AI Data Analytics

SMAs, Direct Indexing

Mario Favetta
Loren Fox

Pat Newcomb
Craig Kilgallen
Loren Fox

MF Directors & Fund Boards

Sam Campbell

Jason Heinhorst

Neil Bathon

Sales Analytics & Business Intelligence

Rick Ledbury

Product (Funds, Models, ETFs)

Cindy Zarker

Loren Fox

Regulatory / Compliance / Fees

Sam Campbell

Retirement

Cindy Zarker

Sales Trends, Distribution Channels & Sales Management

Craig Kilgallen

Pat Newcomb

Press Support