SLC Management and its affiliated investment managers will offer their alternative investment strategies to the U.S. high net worth market.
Helping investors meet their current cash flow and future capital appreciation goals.
Unlimited access to our bond offerings and dedicated, personal support
Customized portfolios selected and managed by professional managers
Partnering with select institutional managers
Expert advice, ongoing trade support, and transparent pricing
An emphasis on solid investment disciplines and specific asset classes
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AAM’s Executive Vice President to ChairMMI’s Board of Governors
Marilee Ferone Elected to Bring Leadership and Fresh Perspective to Money Management Institute
MONUMENT, COLO. — May 11, 2020 — Advisors Asset Management (AAM) is pleased to announce the election of Marilee Ferone, Executive Vice President, Head of Strategic Partnerships, as Chair for Money Management Institute’s (MMI) Board of Governors.
“I have cultivated key relationships across the financial services community in domestic and global markets. Together, we can help pave the path for our industry’s future to learn and navigate the new normal of COVID-19,” said Ferone. “I am honored to have been elected to lead the MMI Board of Governors on behalf of AAM.”
MMI is the industry association representing financial services firms that provide financial advice and investment advisory solutions to investors. Through conferences, educational resources, and thought leadership, MMI facilitates peer-to-peer connections, fosters industry knowledge and professionalism, and supports the development of the next generation of industry leadership.
“As the financial services industry works through the current crisis,” said Craig Pfeiffer, President and CEO, MMI. “It is critical more than ever to have proven and innovative leaders represent our industry. We are honored to announce our new Officers of MMI’s Board of Governors to guide our strategic agenda and mission.”
“Marilee is a widely respected, seasoned veteran who is charged with delivering the firm’s best thinking to advisors and clients. She’s now leveraging her industry savvy and extensive network of relationships to further educate and lead our asset management community,” said John Galvin, EVP, Asset Management Solutions, AAM. “Our firm is fortunate to have built a company culture where employees can expand their horizons to better the industry.”
MMI member firms are dedicated to helping individual and institutional investors, at every level of assets, plan for and fulfill their financial goals. Ferone’s appointment as Chair was effective May 1, 2020.
About Advisors Asset Management
For over 40 years, AAM has been a trusted resource for financial advisors and broker/dealers. It offers access to UITs (unit investment trusts), open- and closed-end mutual funds, separately managed accounts (SMAs), structured products, the fixed income markets, portfolio analytics and exchange-traded funds (ETFs). For more information, visit www.aamlive.com.
Advisors Asset Management, Inc. (AAM) is a SEC registered investment advisor and member FINRA/SIPC. | 18925 Base Camp Road | Monument, CO 80132 | www.aamlive.com
CRN: 2020-0508-8289 R
Matthew BonoJConnelly(973) 590-9110mbono@jconnelly.com