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MFWire: Carillon Family of Funds
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Carillon Tower Advisers
880 Carillon Parkway
St. Petersburg, FL  33716
Google Maps

Main Phone: 800-237-3101
Web Site: http://www.carillontower.com

Mutual Fund Brand(s)
Carillon Family of Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    On October 20, 2021, RayJay, Carillon Tower's parent, unveiled a deal to buy TriState Capital Holdings, the parent of another asset manager: bottom-up, fundamental investing-focused Chartwell Investment Partners. The deal is expected to close in 2022, and it would market Chartwell into Carillon Tower's sixth boutique.

    A wholly owned subsidiary of Raymond James Financial, Eagle Asset Management has been around since 1976, and it launched its mutual fund family in 1985. Eagle is an affiliate of RayJay's multi-boutique global asset management subsidiary, Carillon Tower Advisers, along with ClariVest Asset Management and Cougar Global Investments.

    In 2017, RayJay acquired Scout Investments and Reams Asset Management from UMB Financial Corp.. Scout and Reams became part of Carillon Tower. The Eagle and Scout fund families rebranded in 2017 as the Carillon Family of Funds.
    Sponsored Opportunities

    Key People:
    Court James
    Executive Vice President, Carillon Tower Advisers
    Aaron Ochstein
    Global Head of Sales, Carillon Tower Advisers
    Brian Lee
    Senior Vice President, Head of Retail, Carillon Tower Advisers
    Damian Sousa
    Chief Compliance Officer, Eagle Asset Management
    Don Pepin
    Director of Institutional Sales, Carillon Tower Advisers
    Brian Freeman
    Senior Vice President, Head of Affiliate Sales, Carillon Tower Advisers
    Renee Baker
    Chief Marketing Officer, Carillon Tower Advisers
    Eric Wilwant
    Chief Administrative Officer, Carillon Tower Advisers
    Ed Rick
    Senior Vice President, Head of Client Portfolio Management, Carillon Tower Advisers
    Mike Edwards
    President, Scout Investments
    Joy Facos
    Head of Responsible Investing, Carillon Tower Advisers, Inc.
    Susan Walzer
    Senior Vice President, Fund Administration, Carillon Tower Advisers
    Lance Peterson
    Head of Strategic Accounts, Carillon Tower Advisors
    Story Archive for Carillon Tower Advisers
    Published On Story Headline Publication
    8/29/2022 17 of the Best Employers For Women Fundsters MFWire.com
    7/25/2022 Week In Preview, July 25 - July 31 MFWire.com
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    2/10/2022 A $78B-AUM Multi-Boutique's M&A Strat Targets Four Areas MFWire.com
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    2/8/2022 The 41 Best Fund Firms For LGBTQ+ Workers MFWire.com
    10/21/2021 A $1.1B Deal Will Include a Multi-Boutique AM's 6th Shop MFWire.com
    5/19/2021 SSGA and Carillon Tower Join a DC Group 401kWire.com
    5/3/2021 A $74B-AUM Multiboutique's Chief Passes the Reins MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    8/18/2020 An ESG Chief Joins a Five-Boutique AM MFWire.com
    6/3/2020 More MF Chiefs Speak Up As BLM Protests Continue MFWire.com
    1/23/2020 The 16 Most-Admired Fund Firms MFWire.com
    11/1/2019 Despite Flat AUM, a B-D's AM Arm Breaks Records MFWire.com
    9/26/2019 Matthews, 361, and JPMAM Win Big In Chi-Town MFWire.com
    8/8/2019 RayJay Hires From Carillon Tower's C-Suite MFWire.com
    7/22/2019 Week In Preview, July 22-28 MFWire.com
    2/28/2019 Abbott Doubles Down On a $7.3B-AUM Boutique MFWire.com
    2/11/2019 Week In Preview, February 11-18 MFWire.com
    2/5/2019 After Eight Years, a Carillon Tower Boutique's Chief Exits MFWire.com
    1/22/2019 Week In Preview, January 22-27 MFWire.com
    12/18/2018 A Wirehouse's Sibling Wins In November MFWire.com
    10/22/2018 Week In Preview, October 22-28 MFWire.com
    10/11/2018 As First Trust Takes the Lead, Bridge Builder Slows MFWire.com
    10/10/2018 Aberdeen Standard's STAR Shines In Chi-Town MFWire.com
    3/20/2018 T. Rowe, Fido, and PrimeCap Lead This Pack MFWire.com
    3/19/2018 What a $64B Multi-Boutique's Chief Looks For MFWire.com
    10/9/2017 Week In Preview, October 9-15 MFWire.com
    6/6/2017 Filings for Fundsters - June 6, 2017 MFWire.com
    5/16/2017 These Fund Firms and B-Ds Are Seen as Great Employers MFWire.com
    5/8/2017 Why Did Carillon Tower Create a CMO Position? MFWire.com
    4/20/2017 UMB Stands By Fund Services While Selling Scout MFWire.com
    4/20/2017 RayJay Buys a $27B Pair of Asset Managers For $172.5MM MFWire.com
    2/10/2017 Filings for Fundsters - February 10, 2017 MFWire.com
    1/20/2017 Will You Help Elizabeth Warren Save the Fiduciary Reg? MFWire.com
    10/3/2016 Filings for Fundsters - October 3, 2016 MFWire.com
    6/13/2016 A PM Steps Down From a 30-Year-Old Eagle Fund MFWire.com
    9/2/2015 Eagle Consolidates With a Single Back-Office Shop MFWire.com
    8/4/2015 Eagle's Pepin Picks a Channel Chief MFWire.com
    3/2/2015 RayJay's Eagle Catches a $1B Cat MFWire.com
    10/16/2013 MMI Fall 2013: Boutique is a State of Mind MFWire.com
    8/28/2013 INews: IRS Wants to Limit Fundsters' MLP Holdings MFWire.com
    7/25/2013 Eagle Replaces a PM MFWire.com
    7/2/2013 An Eagle Fund Adds a Sub-Advisor MFWire.com
    12/26/2012 Raymond James InVests in a $3B Asset Manager MFWire.com
    5/25/2012 Ray Jay Seeks a Gatekeeper MFWire.com
    1/4/2012 Ray J's Mutual Fund Arm Taps Simcorp MFWire.com
    4/29/2011 Thornburg Will No Longer Sub-advise Eagle's Growth & Income Fund MFWire.com
    1/11/2011 Eagle Launches its First Ad Campaign MFWire.com
    11/8/2010 Eagle Outsources Back-Office Functions MFWire.com
    10/12/2010 How Much Do Employees Cost Asset Managers? MFWire.com
    9/28/2010 Eagle Helps Reporters Look Ahead 10 Years MFWire.com
    3/10/2010 JPMorgan Wins Money Fund Distribution as Eagle Flees the Biz MFWire.com
    11/11/2008 Heritage Reorganizes Under SMA Specialists MFWire.com
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