Nally Expands a TDA Institutional MD's Role
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Wednesday, July 19, 2017

Nally Expands a TDA Institutional MD's Role

MFWire has learned that Kate Healy has expanded her role at TD Ameritrade. Kelly Caffrey, director of RIA channel acquisition marketing, and Kristin Petrick, director of institutional communications, will also be expanding their roles.

A representative from TD Ameritrade has not responded to MFWire's inquiries on how Healy's duties are being handled.

Healy, currently managing director of institutional marketing, will also be in charge of RIA sustainability. She reports to Tom Nally, president of TD Ameritrade Institutional.

Healy’s responsibilities include developing marketing tactics and programs to promote awareness and maintain relations with RIAs that custody with TD Ameritrade. Her expanding duties will include dedicating initiatives to full industry and sustainability outreach to reflect a focus on the next generation of RIAs. Healy has been at TD Ameritrade since June 2008 and has held various marketing positions at the company.

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