Advisors Asset Management Builds Out
Capital Markets Group with New Hire

Daniel Courtney Named Managing Director, Head of National Account Management


MONUMENT, COLO.—Oct. 3, 2017—Daniel Courtney former President of Genworth Financial Asset Management at Genworth Financial, has taken on a new role as Managing Director, head of National Account Management for Advisors Asset Management (AAM)’s Capital Markets Group. Based in Colorado, Courtney will report to John Radtke, Managing Director, Executive Vice President, Head of Capital Markets.

“Daniel’s impressive track record of working in the fixed income space and his extensive leadership experience makes him an ideal choice for our firm. AAM is solidly committed to our fixed income business by expanding its national account team to serve the advisory community,” said Radtke.

Courtney’s appointment marks AAM’s continued strength in building out its Capital Markets Group. The firm is focused on expanding and creating a highly experienced, competent and trusted team with its other recent hires, Glenn Lotenberg, Managing Director of Business Development and Scott Greenwood, Executive Director of Structured Products.    

Courtney joins AAM with more than a decade of experience in national sales and business development at Genworth Financial and Resource America, Inc. As president of Genworth Financial Asset Management, Courtney led the RIA group, where his team specialized in fixed income, risk-management and tax-advantaged strategies primarily through managed accounts. He has also most recently served as an independent consultant specializing in financial services distribution and wealth management technology.

“I am excited about this new opportunity with AAM, which I consider to be a leader in serving and supporting financial advisors and their clients,” Courtney said. “I look forward to playing an active role in continuing to build their fixed income business.”

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About Advisors Asset Management

For more than 35 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 and the fixed income markets, as well as portfolio analytics. For more information, visit www.aamlive.com.

As of June 30, 2017 the brokerage and advised business at AAM represents approximately $21.3 billion in assets. (Assets under supervision represent $7.9 billion in UIT assets. The firm has $12.1 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not management. The firm’s $1.3 billion in assets under management represents AAM’s proprietary separately managed account and mutual fund assets.)

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity within the meaning of the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action.  Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her advisers.

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 2017-0926-6168- R

CONTACT:      Catherine Drury
                        JConnelly
                        (646) 922-7773
                        cdrury@jconnelly.com