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

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

Rating:Sloane Expands USAA's Key Account and Investment Resource Teams Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, February 16, 2017

Sloane Expands USAA's Key Account and Investment Resource Teams

Reported by Neil Anderson, Managing Editor

Keith Sloane just added two more people to his national accounts team at USAA [profile], and he's expanding another unit, too.

Keith Sloane
Head of Third Party Distribution
Sloane, head of third-party distribution for the mutual fund business at USAA Investment Management, confirms that Ryan Hodapp and Nora McCormack recently joined his national accounts team, both in newly created roles that report to Sloane. And Sloane is still on the hunt.

"One of the areas that we are building really good talent and capabilities in is our team that engages the home offices from the top down ... We expect to continue to expand that," Sloane tells MFWire, noting that he leads a team of five now in national accounts. "We're in this for the long-term process of building as we grow."

He's also looking to expand his investment resource group, which is mostly made up of hybrid wholesalers.

"They focus most heavily on RIAs and the independent channels ... That's a group for us that has been very effective in engaging advisors and serving advisors," Sloane says. "We continue to expand that group a bit at a time. It's very scalable."

Hodapp joins USAA as analyst relations director, based in Kansas City. He most recently held a similar position at Wells Fargo Asset Management [profile].

A spokesman for Wells was not immediately able to comment on how Hodapp's duties are being handled.

McCormack joins USAA as director of key accounts relationship management, based in New York City. She most recently served as a key account manager at Schroders [profile]. Last year Schroders shifted its U.S. intermediary distribution to Hartford, and Schroders' U.S. intermediary distribution chief, Carter Sims, moved on.

A spokeswoman for Schroders declined to comment on McCormack's departure.

Sloane notes that both McCormack and Hodapp have worked with both broker-dealers and asset managers.

"Ryan and Nora have been on both sides of the aisle," Sloane says.

Hodapp is an alumnus of Saint Louis University and of Boston University. He worked at A.G. Edwards (now part of Wells Fargo Advisors), BoFA, and Columbia before joining Wells Fargo Asset Management in 2010.

McCormack is an alumnus of the University of Miami and of the University of Edinburgh. She worked at Merrill before joining Schroders in 2011. 

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

 Do You Recommend This Story?

Return to Top
 News Archives
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
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

  1. Director Discussion Series - Open Forum via Zoom, September 29
  2. IMEA roundtable - Portfolio Construction, September 29
  3. MMI webinar - The Future of Marketing is Changing ... Are You Ready?, September 29
  4. IDC Speaker Series - A Conversation with Roger Ferguson, October 3
  5. IDC webinar - A Conversation with Roger Ferguson, Jr., October 3
  6. 5th annual Expect Miracles Atlantic Coast Classic, October 3
  7. Nicsa Fearless Leadership Symposium, Oct 6-7
  8. 7th Annual FUSE Forum, October 6
  9. 2022 ICI Securities Law Developments Conference - day 1, October 11
  10. MFDF Director Discussion Series - Open Forum (San Francisco), October 12
  11. 2022 ICI Securities Law Developments Conference - day 2, October 13
  12. MFDF In Focus: ESG Data Requirements - What Directors Need to Know, October 19
  13. 2022 MMI Annual Conference, Oct 19-21
  14. 2022 IDC Fund Directors Conference, Oct 24-26
  15. 18th annual Expect Miracles Wine & Spirits Event, October 27
  16. Buford Capital Securities Litigation Symposium, November 1
  17. IMEA All-Council Fall Summit, Nov 2-3
  18. Nicsa 2022 General Membership Meeting, Nov 2-3
  19. Tiburon CEO Summit XLIII, Nov 7-9
  20. 2022 ICI Tech Summit, Nov 8-9
  21. UCITS & AIFMD for U.S. Managers - New York, Nov 8-9
  22. 2022 MMI Distribution Leadership Forum, Nov 9-10
  23. MFDF Asset Management Industry Update and Director Governance Trends, November 10
  24. 3rd Annual ETFGI Global ETFs Insights Summit - United States, Nov 15-16
  25. 2022 MMI Alternative Investments Forum, November 16
  26. MFDF webinar - Mutual Fund CCO Compensation: The MPI Annual Survey Update, November 16

©All rights reserved to InvestmentWires, Inc. 1997-2022
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use