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Rating:Reiss Grows Hartford Funds' Southern Presence Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, August 22, 2013

Reiss Grows Hartford Funds' Southern Presence

Reported by Tommy Fernandez

The Hartford Funds [profile] has hired two new advisor consultants to support the mutual fund company’s growth in the South.

Shaun McDonald will serve as an advisor consultant in Kansas and Missouri, managing relationships with wirehouse clients and prospects, while Dylan White will serve in the same capacity in South Florida for the non-­wirehouse channel.

They will be responsible for driving regional sales efforts and serving as a resource for financial advisors on Hartford Funds’ products and strategies. McDonald reports to Kirt Jones, divisional sales manager for the Central Region, and White reports to Brian Garrette, divisional sales manager for the South Region.

  “As advisors continue to seek out reliable investment solutions for their clients, it is a top priority for Hartford Funds to provide experienced support on the ground,” stated Jeff Reiss, head of retail sales for Hartford Funds. “Shaun and Dylan have exceptional track records as go-­to resources for advisors in their regions. Their experience will undoubtedly bolster the strength of Hartford Funds’ business development and advisor relations efforts.”

  McDonald joins Hartford Funds from Neuberger Berman, where he held the position of senior vice president, responsible for managing wire house clients in seven territories. Previously, McDonald was a vice president and sales director for the mid-­central region at Legg Mason. Throughout his extensive career in asset management, McDonald has also held sales positions at AllianceBernstein, J.P. Morgan Asset Management, Banc of America Capital Management, ING Funds, MFS Investment Management, among others. He is based in St. Louis, Missouri.

  White, meanwhile, was previously regional vice president at Strategic Capital Distribution, where he was responsible for growing the sales of alternative investment strategies to advisors. White was previously a vice president and regional sales manager at Allstate Financial and before that, a financial service representative for MetLife Securities. His career also included regional leadership sales roles at ING Annuities and Transamerica Capital. White began his career as a financial advisor. He is based in Naples, Florida.

  Here is the press release.
Company Press Release

Hartford Funds Continues to Grow Regional Sales Capabilities with New Hires in South Florida and Missouri

 

Radnor, Penn. – August 22, 2013 – Hartford Funds appointed two new advisor consultants to support the mutual fund company’s regional growth. Shaun C. McDonald will serve as an advisor consultant in Kansas and Missouri, managing relationships with wire house clients and prospects, while Dylan White will serve in the same capacity in South Florida for the non-­wire house channel. In these roles, they will be responsible for driving regional sales efforts and serving as a resource for financial advisors on Hartford Funds’ products and strategies. McDonald is reporting to Kirt Jones, divisional sales manager for the Central Region, and White is reporting to Brian Garrette, divisional sales manager for the South Region.

  “As advisors continue to seek out reliable investment solutions for their clients, it is a top priority for Hartford Funds to provide experienced support on the ground,” said Jeff Reiss, head of retail sales for Hartford Funds. “Shaun and Dylan have exceptional track records as go-­to resources for advisors in their regions. Their experience will undoubtedly bolster the strength of Hartford Funds’ business development and advisor relations efforts.”

  Bringing nearly 20 years of industry experience, McDonald joins Hartford Funds from Neuberger Berman, where he held the position of senior vice president, responsible for managing wire house clients in seven territories. Previously, McDonald was a vice president and sales director for the mid-­central region at Legg Mason. Throughout his extensive career in asset management, McDonald has also held sales positions at AllianceBernstein, JP Morgan Asset Management, Banc of America Capital Management, ING Funds, MFS Investment Management, among others. He is based in St. Louis, Missouri.

  Prior to joining Hartford Funds, White was regional vice president at Strategic Capital Distribution, where he was responsible for growing the sales of alternative investment strategies to advisors. White was previously a vice president and regional sales manager at Allstate Financial and before that, a financial service representative for MetLife Securities. His career also included regional leadership sales roles at ING Annuities and Transamerica Capital. White began his career as a financial advisor. He is based in Naples, Florida.

  Hartford Funds offers a broad range of actively managed strategies designed to provide solutions for a variety of investment needs. Established in 1996, Hartford Funds has $63 billion in assets under management as of July 31, 2013. For more information about the fund family, visit www.hartfordfunds.com.

  About Hartford Funds

  Founded in 1996, Hartford Funds is a leading provider of mutual funds and 529 college savings plans. The company, based in Radnor, PA, manages $63.6 billion in mutual fund assets and $25.9 billion in annuity assets supporting The Hartford’s variable insurance and investment products. Hartford Funds has total assets under management are $89.5 billion as of June 30, 2013. Hartford Funds’ products are exclusively sub-­advised by Wellington Management, a leading investment advisor.

  All investments are subject to risk, including the possible loss of principal.

  HIG-­W

  Some of the statements in this release may be considered forward-­looking statements as defined in the Private Securities Litigation Reform Act of 1995. We caution investors that these forward-­looking statements are not guarantees of future performance, and actual results may differ materially. Investors should consider the important risks and uncertainties that may cause actual results to differ. These important risks and uncertainties include those discussed in The Hartford’s Quarterly Reports on Form 10-­Q, our 2012 Annual Report on Form 10-­K and the other filings The Hartford makes with the Securities and Exchange Commission. We assume no obligation to update this release, which speaks as of the date issued.

  You should carefully consider investment objectives, risks, charges, and expenses of Hartford Funds before investing. This and other information can be found in the Fund’s prospectus or summary prospectus, which can be obtained from your investment representative or by calling 888-­843-­7824.

  Please read them carefully before you invest or send money.

  Hartford Funds are underwritten and distributed by Hartford Funds Distributors, LLC.

  Hartford Funds is a subsidiary of The Hartford Financial Services Group Inc.

  “The Hartford” is The Hartford Financial Services Group Inc. and its subsidiaries.

  Wellington Management Company, LLP is a SEC-­registered investment adviser and an independent and unaffiliated sub-­adviser to Hartford Funds.
 

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