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Rating:ICON Advisers Gets New Marketing VP Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, July 19, 2007

ICON Advisers Gets New Marketing VP

News summary by MFWire's editors

ICON Advisers, adviser to the ICON Funds, has hired Melissa Rosenbaum as VP of marketing. Rosenbaum was previously director of marketing for Fiserv Investment Support Services, where she spent 12 years. Rosenbaum replaces Bridget Richards, who stepped down from the role of vice president due to family reasons but remains with ICON as senior financial writer, according to ICON spokesperson Cynthia Crossland.


ICON Advisers, Inc., adviser to the ICON Funds, has named Melissa Rosenbaum to direct and manage the company’s marketing strategy and to develop strategic marketing and communications programs for its private account products and the ICON Funds.

This appointment continues the firm’s focus on providing targeted marketing and communications initiatives for its broker/dealer, registered investment adviser and institutional clients.

Prior to joining ICON, Ms. Rosenbaum developed corporate marketing strategies and programs as the director of marketing for Fiserv Investment Support Services (Fiserv ISS), where she was a 12-year employee. She developed and executed a corporate rebranding initiative at Fiserv ISS and has been a communications consultant for employee benefit plans, including 401(k), defined benefit, and cafeteria plans, and previously served as the associate manager of employee benefits communications for Great-West Life & Annuity, where she developed plans for clients such as the American Dental Association, Guess Jeans, the state of Wyoming, and the City of Long Beach.

“We expect Melissa’s specialized experience in managing marketing programs in the investment marketplace will help further develop our business,” said Steve Holmes, ICON’s chief sales and marketing officer.

ICON Advisers, Inc. is a valuation-based asset manager that utilizes industry rotation to identify market themes in the U.S. and overseas markets. Headquartered near Denver, Colo., ICON has approximately $5.7 billion under management as of June 30, 2007.(a) ICON Advisers, Inc. offers the ICON Funds, mutual fund allocation portfolios, and separately managed accounts.

There are risks involved with mutual fund investing, including the risk of loss of principal. An investment concentrated in sectors and industries may involve greater risk and volatility than a more diversified investment.

Consider the investment objectives, risks, charges, expenses, and share classes of each ICON Fund carefully before investing. The prospectus and the statement of additional information contain this and other information about the Funds and are available by visiting www.iconadvisers.com or calling 1-800-828-4881. Please read the prospectus and the statement of additional information carefully before investing. ICON DistributorsSM, Distributor.

(a) As of June 30, 2007, ICON Advisers had $5.7 billion in total assets under management. Assets under management include mutual fund assets of approximately $3.7 billion and assets in mutual fund allocation portfolios and subadvisory relationships of approximately $1.6 billion that invest in and are already included in the ICON Funds’ mutual fund assets. Total assets under management include mutual fund assets, assets in mutual fund allocation portfolios that invest in the ICON Funds, institutional accounts, and separately managed accounts. 

Edited by: Erin Kello


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