Senior executive and distribution leader with experience building and leading teams globally. Extensive experience in all channels of asset management, including institutional, consultant relations and advisory. Proven track record of excellence, leading teams to deliver results and innovating to ensure long-term success. Cross-cultural experience having worked in the United States and United Kingdom, supporting sales throughout the world.
Overview
30
30
years of professional experience
1
1
Certification
Work History
President, North America
Impax Asset Management
Portsmouth, USA
01.2021 - Current
Lead all activities in U.S. and Canada, including sales, marketing, client partnerships, marketing, recruiting and retaining team members.
Co-head of Global Client Group responsible for developing and executing product, marketing and sales strategy globally.
President and trustee of Impax Funds, an $8B mutual fund range consisting of equity and fixed income strategies.
Member of Management Committee and Senior Leadership team advising CEO and Board on corporate strategy.
Responsible for product evolution including launches of model delivers separately managed accounts and companies first conversion of a fund to ETF (BLDX, Impax Global Infrastructure ETF).
Led firm rebrand resulting in new firm positioning statement "Guided by Sustainability, Driven by Performance".
Executive Vice President, Institutional and Retirement
Natixis Investment Managers
Boston, USA
01.2009 - Current
Executive Vice President, Head of Global Wholesale (2010-2013: London, UK)
Senior Vice President, National Sales (2009 – 2010: Boston)
Member of Global Executive Committee advising CEO on strategic plans including global ESG positioning.
Head U.S. Institutional, Consultant Relations and Retirement businesses with a focus on ESG and risk management capabilities. AUM across businesses totaling $39B.
Lead global wholesale efforts from London, including evaluating and re-building a team and strategy for advisory/private banking sales in U.K., Europe and Asia.
Co-leader of U.S. advisory sales, including recruiting and retaining sales talent at all levels of the organization.
History of partnering with CMO and Head of Product to lead new product development, including a new OEIC range in the U.K. and the industry’s first ESG Target Date Range in the U.S.
Trusted distribution leader with experience leading institutional, advisory and consultant relations efforts.
National Fundraising Manager, Fidelity Charitable Services
Fidelity Investments
Boston, USA
01.2004 - 01.2009
Focused efforts on complex asset donations, leading to record setting fundraising achievement each year.
Lead fundraising efforts for nation’s largest donor-advised fund, The Fidelity Charitable Gift Fund.
Vice President, Advisory Sales
Pioneer Investments
Boston, USA
01.2002 - 01.2004
Fidelity Advisor Funds Sales
Fidelity Investments
Boston, USA
01.1996 - 01.2002
Education
Bachelor of Arts - Political Science
University of New Hampshire
Durham, NH
01.1993
Skills
Recruiting and retaining top talent
Cultivating team and corporate culture
Collaborative strategic planning
Setting and exceeding sales targets
Compensation planning
Developing, launching, and supporting new initiatives
Sustainable Investing
Public policy with specific expertise in retirement
Developing client partnerships
Certification
FINRA Series 6
FINRA Series 7
FINRA Series 24
FINRA Series 31
Hobbies and Interests
Running
Surfing
Board Positions
Levitate Foundation, Board Chairman
University of New Hampshire, Sustainability Advisory Board Member
US/SIF, Board Member
Timeline
President, North America
Impax Asset Management
01.2021 - Current
Executive Vice President, Institutional and Retirement
Natixis Investment Managers
01.2009 - Current
National Fundraising Manager, Fidelity Charitable Services