North Square Investments today announced that John Fitzgibbons had joined the firm as a vice president and regional director.
CHICAGO, July 11, 2022 /PRNewswire-PRWeb/ -- North Square Investments today announced that John Fitzgibbons had joined the firm as a vice president and regional director. The announcement was made by CEO Mark Goodwin, who said John will report to Head of Distribution Phil Callahan.
"As we continue to build our firm and expand our investment capabilities, we are very pleased to have someone with John's background, experience and established relationships join North Square, Goodwin said, "we know he will be an outstanding addition to our team."
"John joins us with a strong background in investment sales covering a wide range of formats including mutual funds and ETFs," Callahan said. "John will be responsible for partnering with financial intermediaries including broker dealer advisors, RIAs and private wealth managers in North Square's Southeast region. We're very excited to have John join our firm to broaden our outreach into these important channels, where he will be an excellent resource to our financial intermediary partners," Callahan added.
Previously, John was a regional vice president for Transamerica Mutual Funds in Atlanta, Georgia, where he represented the firm's sub-advised mutual fund line up into the independent broker-dealer space and grew the region significantly in terms both of assets under management and number of producing advisors. Prior to Transamerica, John was a managing director and external wholesaler for PACER ETFs, where he took on a startup region covering wirehouse and independent broker-dealer firms and built it into a high-performing region. He was a regional consultant for Goldman Sachs where he received the GSAM Regional Consultant of the Year award in 2016. John was also a sales consultant for Innealta Capital and started his financial services career working for United Bancshares, Inc.
John holds a Bachelor of Arts Degree from Washington and Lee University in Lexington, Virginia.
North Square is committed to the sourcing, vetting and delivery of institutional quality, active investment managers to their financial intermediary partners which include broker dealers, wealth management advisors, RIAs, family offices, retirement plans and private banks. The firm delivers value to its investment partners by providing support services and access to distribution while assisting distribution partners as they search for high quality, alpha generating active investment strategies to build better risk-adjusted portfolios for their clients. At this time, North Square's multi-boutique platform includes a mutual fund family and ownership interests in the distinctly branded firms of C.S. McKee and Oak Ridge Investments with collective assets under management and advisement of approximately $10.6 billion as of June 30, 2022.
About North Square
Founded in 2018 and headquartered in Chicago, IL, North Square Investments is an independent, multi-boutique investment firm dedicated to delivering differentiated active investment strategies to the market. With an experienced senior management team, a board composed of industry veterans including John Amboian, Neil Cummins and Brian Gaffney, and backed by Estancia Capital Partners, North Square is a leader in aggregating best-in-class active managers and delivering select, in-demand investment strategies to financial intermediary partners for the benefit of their clients.
Media Contact
Martin Gawne, North Square Investments, (312) 857-2167, [email protected]
SOURCE North Square Investments
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