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Palladiem names former Lockwood executive John Lake as national sales director

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Palladiem, an independent investment advisory firm that focuses on the development and execution of customised investment strategies and services for independent financial advisers, broker dealers and institutions, has appointed John A Lake as national sales director.



"Having previously worked with John and seen the value of his contributions during our time together at Lockwood Advisors, I am very pleased to welcome him to the Palladiem team," says Donald G. Robinson, Palladiem’s chief executive and co-chief investment officer. "As we enter our second year as an independent RIA firm, and as we continue to build our offerings in key product and service areas such as outsourced CIO, I believe John brings the right mix of experience and relationships to support and sustain our growth."

Prior to joining Palladiem, Lake served as regional director for Loring Ward and as assistant vice president and senior regional director for Lockwood Advisors, an affiliate of Pershing, a BNY Mellon company. During his time at Lockwood, Lake was responsible for wholesaling discretionary unified managed account, mutual fund wrap, and separately managed account products to independent adviser and RIA channels in 14 states. 

Earlier in his career, Lake held regional vice president positions at both Columbia Management and American Express Financial Advisors (Ameriprise), and at the latter firm he served in a variety of other capacities in the brokerage, separately managed account, mutual fund and annuity areas.

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