The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:An ETF Strategist Finds an Intermediary Sales Chief Within Not Rated 5.0 Email Routing List Email & Route  Print Print
Thursday, December 31, 2015

An ETF Strategist Finds an Intermediary Sales Chief Within

Reported by Neil Anderson, Managing Editor

The quantitative, ETF strategist arm of three-part mutual fund boutique has a new sales chief to work with both FAs and home offices.

Jeff Montgomery, CEO of AFAM Capital [profile], confirms the promotion of Dion Travagliante to national sales director for AFAM's Innealta Capital. Watch for Montgomery to further expand Innealta's distribution team down the line.

Jeff Montgomery
AFAM Capital
Chairman, Chief Executive Officer
Travagliante had served as an external wholesaler for Innealta. Eric Hare — senior vice president, chief operating officer, and general manager of AFAM's private client divison — confirms that Travagliante changed positions in mid-December and now reports directly to Montgomery. Travagliante, Hare says, succeeds business development senior vice president Scott Silverman, who left Innealta this fall.

Travagliante now oversees Innealta's intermediary distribution via a two-person hybrid and internal sales team and with the support of a third-party marketing firm, Sean Ritchlin's Rock Harbor. Travagliante's new role, Hare says, is "kind of an all-encapsulating deal."

Dion Travagliante
Innealta Capital
Vice President, National Sales Director
"We're excited about what he can do," Hare says, calling Travagliante a "high-capacity individual" with a "really strong work ethic."

"Dion has the expertise, leadership and drive we need to expand our reach," Montgomery states. "Dion has played a critical role in our growth since joining the firm in 2013."

Looking ahead, Montgomery may further expand Innealta's sales team, but not just yet.

"We're always open to adding to our team," Hare says.

Eric Hare
Innealta Capital
Senior Vice President, Chief Operating Officer
As for Travagliante, he's an alumnus of Boston University. Prior to joining Innealta two years ago, he spent six years at FactSet.

Silverman is an alumnus of the University of Arizona. He worked at MDT Advisers and William Blair before joining Innealta in 2009. 

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2018
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use