“We’re very excited to have Oran join our firm to broaden our outreach into these important channels, where he will be an important resource to our financial intermediary partners,” said North Square Investments Head of Distribution Phil Callahan
CHICAGO (PRWEB) August 04, 2020
North Square Investments today announced industry veteran Oran Walsh had joined the firm as a senior vice president and strategic relationship manager. The announcement was made by CEO Mark Goodwin, who said Oran will report jointly to Head of Distribution Phil Callahan and Head of Strategic Business Development Todd Campo.
“As we continue to build our firm and expand our investment capabilities, we are delighted to have someone with Oran’s background, experience and established relationships join North Square, Goodwin said, “we know he will be an outstanding addition to our team.”
Callahan said Oran will be responsible for partnering with intermediary distributors and positioning North Square investment products within the sub-advisory, broker dealer, consultant, retirement plan provider, TAMP (turnkey asset management program) and OCIO (outsourced chief investment officer) marketplace. In his new role he will work very closely with Todd Campo, a managing director and the leader of North Square Investment’s strategic business development team, Callahan added.
“We’re very excited to have Oran join our firm to broaden our outreach into these important channels, where he will be an important resource to our financial intermediary partners,” Callahan said.
Previously, Oran was a director of institutional sales at Backstop Solutions Group. In this role he provided industry leading cloud-based productivity suites to investment consultants, pension plans, private investment consultants, private equity and hedge funds, fund of funds, family offices, endowments, foundations, OCIO's and central research teams.
Prior to Backstop, Oran was a managing director at Manulife Asset Management covering the subadvisory and financial institution marketplace. Earlier in his career, he was a national account manager at Legg Mason serving the Variable Annuity/Subadvisory and defined contribution investment-only (DCIO) marketplace. Before Legg Mason, he held various sales and marketing positions at Neuberger Berman and Lazard Asset Management.
A financial services industry professional since 2004, Oran is a graduate of Loyola University in Maryland.
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 over $8 billion as of June 30, 2020.
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.