Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013

3282

Pioneer Investments expands US retail sales team

RELATED TOPICS​

Pioneer Investments has expanded its US sales team, including the hiring of a new senior executive, several promotions and organisational changes aimed at supporting the US division’s l

Pioneer Investments has expanded its US sales team, including the hiring of a new senior executive, several promotions and organisational changes aimed at supporting the US division’s largest retail clients.

‘The changes bring new leadership to important sales channels and allow us to focus our sales efforts on key markets more effectively,’ says Joseph Kringdon, executive vice president and head of US retail distribution. ‘These changes reflect a strategic decision to increase our efforts to provide investment solutions to larger clients, including broker-dealer wealth management platforms, independent financial advisory firms, defined-contribution providers, banks, and insurance firms.’

Pioneer is adding four sales professionals. One individual has joined the relationship management team, focusing on the wealth management channel, and three will join the strategic alliances group. Both areas are headed by Bill C. Taylor, senior vice president and head of relationship management and the strategic alliances in the US.

Pioneer’s relationship management team has been divided into two key sales channels. The channels are called wealth management and advisory. The wealth management channel supports national and regional broker-dealer firms and private bank and trust groups. The advisory channel supports independent financial advisor firms. Two industry veterans have been named to oversee each of these channels.

Thomas Jones has been appointed senior vice president, director-wealth management channel. He recently joined Pioneer from DWS, where he was director of national accounts: broker/dealer. He has 16 years of experience in the financial services industry.

Thomas Coffey has been named senior vice president, director, advisory channel. He previously served as a vice president, senior relationship manager. Coffey has been at Pioneer for five years, focusing on the banking channel and independent financial advisers.

Pioneer has also promoted Paul Mahan to lead the firm’s strategic alliances group, which focuses on large defined contribution providers and insurance firms that feature Pioneer products on an investment only basis, as well as sub-advisory clients. Mahan previously served as a vice president, senior relationship manager in the group. He has 20 years of experience in the financial services industry and joined Pioneer Investments in March 2004 with day-to-day responsibilities for client service, field distribution and new business development for Pioneer’s investment only team.

Latest News

Bloomberg and General Index (GX) have announced the expansion of their strategic collaboration which builds..
EFAMA has commented on today’s vote by the European Parliament in favour of a new..
Morgan Stanley Investment Management (MSIM) has announced the launch of the MS INVF Systematic Liquid..

Related Articles

Juan Nozal, Mapfre Asset Management
Juan Nozal, Fixed Income Portfolio Manager at MAPFRE Asset Management, talks about the outlook for fixed income assets over 2024, in what he predicts will be an outstanding year for this asset class...
Juan Nozal, Fixed Income Portfolio Manager at MAPFRE Asset Management, talks about the outlook for fixed income assets over 2024,..
n response to the increased attention to climate change risk, institutional investors, asset managers, and asset owners in the US are committed to implementing a variety of measures to address climate change and reach their net-zero goals, according to Cerulli Associates...
n response to the increased attention to climate change risk, institutional investors, asset managers, and asset owners in the US..
Lord Hollick, House of Lords
A House of Lords committee has raised “significant concerns” over the role of UK regulators, their ability to operate with genuine independence from government and how they are held to account...
A House of Lords committee has raised “significant concerns” over the role of UK regulators, their ability to operate with..
Rob Edwards, Morningstar
The complexities of assessing performance from responsible investment strategies have been laid bare after Morningstar’s ESG indices delivered a mixed bag in 2023...
The complexities of assessing performance from responsible investment strategies have been laid bare after Morningstar’s ESG indices delivered a mixed..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by