Delaware Investments recently promoted Brett Wright, formerly the
firm’s western division sales manager, to run third-party broker/dealer
distribution. In his new role, Wright oversees distribution to
wirehouse, regional, and independent firms, as well as key account
management with major distribution partners. He has more than 20 years
of industry experience.
“Brett has been a key member of our distribution management group since
he joined the firm in 2011. His competitive focus, relationship
management experience, and disciplined sales methodology make him an
excellent fit for this role,” said J. Scott Coleman, head of
distribution and marketing at Delaware Investments. “Brett has done
great work in the western division, and we’re confident that his
knowledge and enthusiasm will help bring us to the next level as we
continue to grow our business and expand our partner relationships.”
Wright will transition into this new role over the summer, working with
Jeff Klepacki, the firm’s former head of third-party distribution, who
is leaving to pursue other opportunities. Wright reports to Coleman.
Prior to joining Delaware Investments in 2011, Wright led the key
account efforts in the independent broker/dealer group at ING Investment
Management. Before that, he honed his talents at AXA Equitable, Merrill
Lynch, and Lord Abbett, among other firms.
In addition to promoting Wright, Delaware Investments expands its
third-party distribution team with two new hires: Denise St. Ivany
and A.J. Helgerson.
St. Ivany joins as strategic relationship manager, part of the firm’s
10-person key account management group responsible for developing
relationships and enhancing the understanding of the firm’s product
solutions among key retail distribution partners. Prior to joining
Delaware Investments, she served as business development leader at J.P.
Morgan, with a focus on Edward Jones. Prior to that, she was a strategic
relationship manager at Goldman Sachs. St. Ivany started on June 16 and
reports to Wright.
Helgerson joins the firm as regional director, covering Minnesota and
Wisconsin. Previously, he worked in wholesaling capacities at Advisors
Asset Management, Goldman Sachs, and RiverSource. Prior to that, he was
a financial advisor at Merrill Lynch. Helgerson started on July 14 and
reports to Craig Capretta, central division manager. Helgerson is
responsible for Capretta’s former territory (see press release dated
June 5, 2014).
“The organic growth of our business in recent years has allowed us to
reinvest in the business,” said Coleman. “We’re growing our
representation in the field to build relationships with financial
advisors, and we’re also building our key account management team to
further deepen relationships at the home-office level with our partner
About Delaware Investments
Delaware Investments, a member of Macquarie Group, is a global asset
management firm that offers a wide variety of equity and fixed income
solutions for individual and institutional investors. Through teams of
disciplined and talented investment professionals, the firm is committed
to delivering long-term, consistent performance. In an ever-changing
global marketplace, Delaware Investments, with more than US$200 billion
in assets under management and advisement* as of March 31, 2014, has
helped its clients move steadily forward for more than 85 years.
Delaware Investments is supported by the resources of Macquarie Group
(ASX: MQG; ADR: MQBKY), a global provider of asset management,
investment, banking, financial, and advisory services with approximately
US$396 billion in assets under management as of March 31, 2014.
*Assets under advisement refers to assets managed by third parties in
accordance with model portfolios provided by Delaware Investments.
Delaware Investments refers to Delaware Management Holdings, Inc. and
its subsidiaries, including the Delaware Investments Family of Funds'
distributor, Delaware Distributors, L.P.Macquarie Group refers
to Macquarie Group Limited and its subsidiaries and affiliates worldwide.
Delaware Investments is not an authorized deposit-taking institution for
the purposes of the Banking Act 1959 (Commonwealth of Australia) and the
firm’s obligations do not represent deposits or other liabilities of
Macquarie Bank Limited ABN 46 008 583 542 (MBL). MBL does not guarantee
or otherwise provide assurance in respect of the obligations of Delaware
Delaware Distributors, L.P.
Marlene Petter or Amy Ponticello
Source: Delaware Investments