Westwood Hires Chris Doran as Head of ETF Distribution & National Accounts
Westwood Holdings Group (NYSE: WHG) has appointed Chris Doran as Head of ETF Distribution and National Accounts, reporting to Dave Linton, Managing Director and Head of Distribution. This move underscores Westwood's commitment to expanding its ETF platform and product suite. Doran brings 25 years of experience in ETF sales within the financial intermediary channel.
Westwood launched its first ETF, the Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST), in April 2024, followed by the Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) in May 2024. The company aims to provide innovative investment tools across various strategies, including U.S. Value, Multi-Asset, Real Assets, Alternatives, and Managed Investment Solutions.
CEO Brian O. Casey expressed confidence in Doran's ability to grow Westwood's ETF business and expand the reach of existing mutual funds and separately managed accounts, citing his track record in building high-performing sales teams and developing strategic partnerships.
Westwood Holdings Group (NYSE: WHG) ha nominato Chris Doran Responsabile della Distribuzione ETF e degli Account Nazionali, riportando a Dave Linton, Direttore Generale e Responsabile della Distribuzione. Questa nomina sottolinea l'impegno di Westwood nell'espandere la sua piattaforma ETF e la gamma di prodotti. Doran porta con sé 25 anni di esperienza nelle vendite di ETF nel settore degli intermediari finanziari.
Westwood ha lanciato il suo primo ETF, il Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST), nell'aprile 2024, seguito dal Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) nel maggio 2024. L'azienda mira a fornire strumenti di investimento innovativi in diverse strategie, tra cui U.S. Value, Multi-Asset, Real Assets, Alternatives e Soluzioni di Investimento Gestito.
Il CEO Brian O. Casey ha espresso fiducia nella capacità di Doran di far crescere il business ETF di Westwood e di ampliare la portata dei fondi comuni di investimento esistenti e degli account gestiti separatamente, citando il suo palmarès nel costruire team di vendita ad alte prestazioni e nello sviluppo di partnership strategiche.
Westwood Holdings Group (NYSE: WHG) ha nombrado a Chris Doran como Jefe de Distribución de ETF y Cuentas Nacionales, reportando a Dave Linton, Director General y Jefe de Distribución. Este movimiento subraya el compromiso de Westwood de expandir su plataforma ETF y su gama de productos. Doran trae consigo 25 años de experiencia en ventas de ETF dentro del canal de intermediarios financieros.
Westwood lanzó su primer ETF, el Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST), en abril de 2024, seguido del Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) en mayo de 2024. La compañía tiene como objetivo proporcionar herramientas de inversión innovadoras a través de diversas estrategias, incluyendo U.S. Value, Multi-Asset, Real Assets, Alternatives y Soluciones de Inversión Gestionada.
El CEO Brian O. Casey expresó confianza en la capacidad de Doran para hacer crecer el negocio de ETF de Westwood y ampliar el alcance de los fondos mutuos existentes y las cuentas gestionadas por separado, citando su historial en la creación de equipos de ventas de alto rendimiento y el desarrollo de asociaciones estratégicas.
Westwood Holdings Group (NYSE: WHG)는 Chris Doran을 ETF 배급 및 국가 계좌 책임자로 임명하고 Dave Linton, 총괄 이사 및 배급 책임자에게 보고합니다. 이번 인사는 Westwood가 ETF 플랫폼과 제품군을 확장하려는 의지를 강조합니다. Doran은 금융 중개 채널 내 ETF 판매 분야에서 25년의 경험을 가지고 있습니다.
Westwood는 2024년 4월에 첫 번째 ETF인 Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST)를 출시했으며, 2024년 5월에 Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI)를 출시합니다. 이 회사는 U.S. Value, Multi-Asset, Real Assets, Alternatives 및 Managed Investment Solutions을 포함한 다양한 전략을 통한 혁신적인 투자 도구를 제공하는 것을 목표로 합니다.
CEO 브라이언 O. 케시는 Doran이 Westwood의 ETF 비즈니스를 성장시키고 기존의 뮤추얼 펀드와 별도 관리 계좌의 범위를 확대할 수 있을 것이라고 확신하며, 고성능 판매 팀을 구성하고 전략적 파트너십을 개발하는 그의 경력을 언급했습니다.
Westwood Holdings Group (NYSE: WHG) a nommé Chris Doran Responsable de la Distribution ETF et des Comptes Nationaux, sous la direction de Dave Linton, Directeur Général et Responsable de la Distribution. Cette décision souligne l'engagement de Westwood à élargir sa plateforme ETF et sa gamme de produits. Doran apporte avec lui 25 ans d'expérience dans la vente d'ETF au sein du canal des intermédiaires financiers.
Westwood a lancé son premier ETF, le Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST), en avril 2024, suivi du Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) en mai 2024. L'entreprise vise à fournir des outils d'investissement innovants à travers diverses stratégies, notamment U.S. Value, Multi-Asset, Real Assets, Alternatives et Solutions d'Investissement Gérées.
Le PDG Brian O. Casey a exprimé sa confiance en la capacité de Doran à développer l'activité ETF de Westwood et à élargir la portée des fonds mutuels existants et des comptes gérés séparément, en soulignant son expérience dans la création d'équipes de vente performantes et le développement de partenariats stratégiques.
Westwood Holdings Group (NYSE: WHG) hat Chris Doran zum Leiter der ETF-Vertriebssparte und National Accounts ernannt, der an Dave Linton, Managing Director und Leiter des Vertriebs, berichtet. Dieser Schritt unterstreicht Westwoods Engagement, die ETF-Plattform und das Produktangebot zu erweitern. Doran bringt 25 Jahre Erfahrung im ETF-Vertrieb über den Finanzintermediärkanal mit.
Westwood hat im April 2024 seinen ersten ETF, den Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST), und im Mai 2024 den Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) auf den Markt gebracht. Das Unternehmen zielt darauf ab, innovative Investitionswerkzeuge in verschiedenen Strategien anzubieten, darunter U.S. Value, Multi-Asset, Real Assets, Alternatives und Managed Investment Solutions.
CEO Brian O. Casey äußerte sein Vertrauen in Dorans Fähigkeit, das ETF-Geschäft von Westwood zu erweitern und die Reichweite der bestehenden offenen Investmentfonds und separat verwalteten Konten auszubauen, und verwies auf seinen Erfolg beim Aufbau leistungsstarker Verkaufsteams und der Entwicklung strategischer Partnerschaften.
- Appointment of Chris Doran, an experienced ETF sales leader, as Head of ETF Distribution and National Accounts
- Launch of two new ETFs in 2024, expanding Westwood's product offerings
- Commitment to growing the ETF business and expanding reach of existing products
- None.
- Highly experienced senior sales leader Doran underscores Westwood’s commitment to further expanding its exchange-traded fund (ETF) platform
- Doran has a 25-year proven track record in ETF sales in the financial intermediary channel
DALLAS, Aug. 12, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group (“Westwood”) (NYSE: WHG), today announced that Chris Doran has joined the company as Head of ETF Distribution and National Accounts. Doran will report to Dave Linton, Managing Director and Head of Distribution at Westwood. The addition of Doran further reinforces the company’s commitment to expanding its ETF platform and suite of products.
In April 2024, Westwood launched its first exchange-traded fund (“ETF”), the Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST), and launched its second ETF, the Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI), in May 2024. Westwood aims to provide innovative investment tools in a variety of packages, that fit within its diversified suite of strategies, which includes U.S. Value, Multi-Asset, Real Assets, Alternatives and Managed Investment Solutions. The ETF structure offers distinct advantages to clients, including intra-day liquidity, transparency and tax efficiency.
“Chris Doran brings a wealth of experience and relationships in the ETF space and we are delighted to welcome him to our team,” said Brian O. Casey, CEO of Westwood. “His track record of building and leading high-performing sales teams, developing sales strategies and fostering strategic partnerships with clients, we believe, will be invaluable as we continue to grow our ETF business and expand the reach of our existing mutual funds and separately managed accounts.”
Doran has a robust career spanning over 25 years in the financial services industry and has served as a key figure in the early adoption and growth of ETFs. In 2005, he joined PowerShares Capital Management ETFs (presently Invesco ETFs) as the Eastern Sales Manager to help build and manage the company’s sales team. Next, he served as Head of PowerShares’ Capital Management National Retail Sales at Invesco. Most recently, Doran served as Managing Director at SEI, where his role involved engaging and cultivating relationships with key individuals and organizations.
“I am excited to join the Westwood team and contribute to its long-standing legacy within the investment and wealth management space,” said Doran. “With the launch of Westwood’s first two ETFs this year, we are entering a new era for the company and I am eager to play a key role in shaping and expanding this dynamic segment of our business."
ABOUT WESTWOOD HOLDINGS GROUP, INC.
Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm.
Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, the Westwood Funds® family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles. Westwood benefits from significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol “WHG.” Based in Dallas, Westwood also maintains offices in Chicago, Houston and San Francisco.
For more information on Westwood, please visit westwoodgroup.com.
Westwood ETFs are distributed by Northern Lights Distributors, LLC (Member FINRA). Northern Lights Distributors and Westwood ETFs (or Westwood Holdings Group, Inc.) are separate and unaffiliated.
Northern Lights Distributors, LLC does not provide tax advice. Please consult your tax advisor before making any decisions or taking any action based on this information.
To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Fund’s prospectus, which may be obtained by calling 877.944.0755. Please read the prospectus carefully before investing.
Media Contact:
Tucker Hewes
Hewes Communications 212.207.9451
tucker@hewescomm.com
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/aeaf99c2-ed76-4082-952d-bdc13f2aa4e0
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