“I’m quite pleased to announce the addition of the following individuals to our sales team, each of whom has experience developing relationships with either the leadership at our partner firms or the financial advisor community."
New York, NY (PRWEB) June 29, 2016
Fred Alger & Company, Incorporated (Alger) today announced five new additions to its external sales team calling on financial advisors and the home offices of Alger’s largest wealth manager relationships. These hires reinforce and exemplify Alger’s long term and sustained commitment to the financial advisor community.
“I’m quite pleased to announce the addition of the following individuals to our sales team, each of whom has experience developing relationships with either the leadership at our partner firms or the financial advisor community within their respective regions,” said Elizabeth Clapp-Carey, CIMA, Senior Vice President, Head of Retail Sales.
Alger is pleased to introduce May Poon as Senior Vice President, Director of National Accounts, who joins Alger with responsibility for managing the relationships for Alger’s largest accounts. May has more than 10 years of industry experience and was previously National Accounts Director, Active Strategies-All Channels at Van Eck. Prior to that, May served as a financial advisor at Morgan Stanley. May holds a B.A. from Case Western Reserve University and holds Series 3, 7, 31 and 66 securities registrations.
Alger additionally welcomes four new Regional Marketing Managers to its team calling on financial advisors. They are:
- Patrice Franco, Vice President, Regional Marketing Manager, for the New York Metro market, including New York City, Westchester and Long Island. Patrice has 27 years of industry and asset management experience and previously held the position of Vice President, Investment Management Consultant at BlackRock. Prior to that, Patrice was a Vice President, Asset Management Advisor at Merrill Lynch Investment Management in the New York Metro area. She graduated with a B.S. from Penn State University and holds Series 7, 9, 10 and 66 securities registrations.
- Bradley Grulke, Vice President, Regional Marketing Manager, covering Georgia, Louisiana, and South Carolina. Brad, who has 16 years of experience, was Regional Sales Director at WBI before joining Alger. Prior to that, he held sales roles at ING Individual Retirement. Brad earned a B.A. from Brown University.
- Jeremy Jackson, Vice President, Regional Marketing Manager, for the Minnesota, Iowa, and Missouri markets. Jeremy brings over 14 years of investment industry experience. Previous to joining Alger, Jeremy served as Regional Vice President at Transamerica Capital, Inc. in Minneapolis. He earned a B.S. from Truman State University and holds Series 7 and 66 securities registrations.
- William (Bill) Kennedy, Vice President, Regional Marketing Manager, covering Ohio and Western Pennsylvania. Bill has 19 years of experience in the industry. Prior to Alger, Bill served as Wealth Management Client Advisor at J.P. Morgan Asset Management. Bill earned a B.S. from Wagner College and holds Series 7 and 63 securities registrations.
“The addition of these new team members significantly strengthens Alger’s existing experienced national accounts and sales teams,” said Jim Tambone, Chief Distribution Officer. “Each individual has a long track record of providing superior service to clients and a proven record of delivering sales results. They are seasoned professionals dedicated to helping us build an even stronger Alger for the future.”
About Fred Alger & Company, Incorporated
Fred Alger & Company, Incorporated, a broker-dealer, is the principal underwriter for the Alger family of mutual funds. Alger provides financial advisors and investors with access to a suite of growth equity mutual funds, as well as institutional funds for defined benefit and defined contribution plans. Available mutual funds include market-cap specific, focused, alternatives, international, emerging markets, and sector-specific. For more information, please visit http://www.alger.com.