Joel’s extensive experience in both sales and relationship management will help us deepen our footprint in current markets and develop new avenues for growth.
Little Rock, AR (PRWEB) May 15, 2014
Joel Marcus has joined Sowell Management Services, a fee-based third-party investment management firm, as Senior Vice President, National Sales Manager. In his new role, Marcus will identify new channels for growth and oversee the firm’s presence in the broker/dealer and Registered Investment Advisor marketplace.
“Joel’s extensive experience in both sales and relationship management will help us deepen our footprint in current markets and develop new avenues for growth,” said Bill Sowell, president of Sowell Management Services. “It’s a pleasure to welcome him to our team.”
“I’ve known Bill for more than four years, and over that time I’ve come to admire his firm’s approach to meeting the needs of investment professionals,” said Marcus. “I’m looking forward to becoming part of that process and helping Sowell Management’s clients grow and evolve their business.”
Marcus has more than a decade of experience working with Registered Investment Advisors in both consultative sales and relationship management capacities at Fidelity Institutional Wealth Services and Charles Schwab Advisor Services. Previously, he was an investment consultant and wealth manager for both a major wirehouse and an independent broker/dealer, and specialized in socially responsible investing. Most recently, Joel managed RIA distribution in the Central United States for Assetmark, (formerly Genworth Financial Wealth Management).
About Sowell Management Services
Sowell Management Services is a fee-based third-party management firm with investment portfolios for individuals, retirement plans, corporations, trusts, foundations and institutions. As a third-party manager, Sowell Management Services manages assets for industry professionals through a network of some of the industry’s largest and most respected independent broker/dealers. To learn more, visit http://www.sowellmanagement.com.
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7301 River Pointe Drive
North Little Rock, Arkansas 72113