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Rating:An Invesco Vet Joins Delaware in Texas Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, September 20, 2013

An Invesco Vet Joins Delaware in Texas

Reported by Casey Quinlan

Delaware Investments [profile] welcomes a new regional director, Jason Stepanik, to represent the firm's mutual funds and separately managed accounts in Southern Texas.

A spokesperson for Delaware told MFWire's that the former wholesaler for the region, Melissa Snell, has moved on to Franklin Templeton [profile].

Stepanik is steeped in knowledge on all-things Southern Texas. Stepanik covered Southern Texas and Southern Louisiana for Invesco since 2003. He began at Invesco in 1999. He also worked as a financial advisor for American Express in Houston. Invesco has not yet filled his position, a company spokesperson said.

Look at the press release below for further information.
PHILADELPHIA--Jason Stepanik recently joined Delaware Investments as a regional director, representing the firm’s mutual funds and separately managed accounts in Southern Texas.

Stepanik comes to Delaware Investments from Invesco, where he covered Southern Texas and Southern Louisiana since 2003. Prior to that, he worked in various capacities within distribution at Invesco starting in 1999. Previously, he was a financial advisor at American Express in Houston, Texas. Stepanik reports to Brett Wright, western division manager.

“Jason has developed strong relationships with financial advisors in the region,” said Wright. “We’re confident that his experience and consultative approach will make him a great fit at Delaware Investments.”

About Delaware Investments

Delaware Investments, a member of Macquarie Group, is a global asset management firm that offers a wide variety of equity and fixed income solutions for individual and institutional investors. Delaware Investments is supported by the resources of Macquarie Group (ASX: MQG; ADR: MQBKY), a global provider of asset management, investment, banking, financial and advisory services. Visit delawareinvestments.com for more information.

Delaware Investments refers to Delaware Management Holdings, Inc. and its subsidiaries, including the Delaware Investments Family of Funds' distributor, Delaware Distributors, L.P. Macquarie Group refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide.

Delaware Investments is not an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia) and the firm’s obligations do not represent deposits or other liabilities of Macquarie Bank Limited ABN 46 008 583 542 (MBL). MBL does not guarantee or otherwise provide assurance in respect of the obligations of Delaware Investments.
 

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