Matthew Gunter

• Lead sales and marketing in the Great Lakes region.
• Developed relationships with Raymond James, LPL, RBC, Wells, and Independent RIA advisors and firms.
• Distribution focus is Derivative Income/Covered Call strategies.

• Boutique consultancy focusing on marketing and distribution strategies for asset management firms with an emphasis on the RIA channel.
• Portfolio includes all items within the distribution space; front-facing business development & client service, collateral development, and communication strategies.

(Vice President, Regional Sales Manager - Westcore Funds 12/2011-05/2018.)

In May 2018 Segall Bryant & Hamill acquired Denver Investments and its family of mutual funds, the Westcore Funds.

• Co-Lead of distribution effort across all channels in the Western U.S. with an emphasis on RIAs & Family Offices. Prior to the merger I covered the Central and Southeast Regions from 2012-2018.
• Secondary focus on Bank Trusts and Wire Houses.
• Implement marketing & sales strategies for fixed income, international equity, domestic equity mutual fund and SMA products.
• Established contacts within Home Office Research Teams at Edward Jones, Wells Fargo Advisors and Stifel.

Wins in Current Position:

2019

• Contributed to raising $90M in Municipal Bond and $35M in Core Plus assets.

2018

• Contributed to raising $150M in Municipal Bond assets and $125M in Core Plus assets - $40M new RIA client.

2017

• Raised $250M in mutual fund assets and $35M in SMA assets.
• Established a new RIA relationship in 2017 that became a $30M Core Plus position with a total of $150M for the year.
• Made a significant contribution to raising $30M in a new National Muni Fund launched in Dec. of 2016.

2016

• The relationship with Wells Fargo Advisors led to a Small-Cap Equity strategy being added to the mutual fund Select List which resulted in a $15M position.
• $25M Core Plus win from large Midwest RIA.
• $200M in mutual fund assets which was a $70M increase for the territory from the previous year.

2015

• $100M Core Plus Fund win from one of the largest RIA's in the U.S Raised $18M in a Micro-Cap fund.

• External Wholesaler covering the Central & Southwest Regions.
• Led business development effort for the RIA, Bank Trust and Family Wealth Office channels.
• Increased sales by 50% after first year in a new territory.
• Four sizeable wins for the International strategy in 2009 & 2010 totaling approximately $70M.

• Supported external wholesaler within RIA channel in top-producing Northeast Region.
• The Northeast Region earned Top Sales Territory Award for highest mutual fund asset flows in the country.
• Promoted after one year to manage the Central & Southwest territory.

• Offered investment advice and guidance to current and prospective clients in a sales intensive role.
• Worked closely with American Century Brokerage to acquire new clients and raise assets.
• Surpassed new client and asset goals 2 out of 3 three years in this position.

• Created a training and referral network within branch system by helping financial services professionals identify and optimize investment prospects.
• Developed business plan and referral system to grow the brokerage business within the branch network for the Security Bank of Kansas City.

• Worked within a team of advisors to raise assets through investment seminars and prospecting retail clients through cold calling and referrals.
• Attained annual production goals as a first year advisor to qualify for Paine Webber's select training program.