The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:PhoenixFunds Get Wholesaling Chief Not Rated 4.0 Email Routing List Email & Route  Print Print
Friday, September 15, 2006

PhoenixFunds Get Wholesaling Chief

by: Sean Hanna, Editor in Chief

There is a new man in charge of Phoenix Investment Partners wholesaling operations. The Hartford, Connecticut-based firm promoted David N. Wadley as national sales director of its U.S. wholesaling operation. Wadley had been senior vice president and regional investment consultant for the south central states before the promotion.

In his new role Wadley will oversee the day to day management of Phoenix's 21 regional investment consultants, who provide dedicated sales and service support to financial advisors who sell Phoenix's individual investment products, primarily mutual funds and separately managed accounts. He reports to Steve Gresham, executive vice president of Phoenix Investment Partners, and senior vice president of The Phoenix Companies.

The promotion is the culmination of a building effort that has seen Phoenix add 37 new and adopted retail mutual funds. All counted the firm now offers 69 mutual funds in the PhoenixFunds family.

"Now we're focused on broadening our distribution among national and regional broker dealers and independent planners, and David's deep experience in the marketplace will be a key part of that effort," said Gresham.

Wadley is a 30-year industry veteran and has been a regional investment consultant with Phoenix, marketing the company's mutual funds and managed accounts to financial advisors in Texas, Louisiana, Oklahoma, and Arkansas since 1997. Prior to joining Phoenix, he was president of CAI Securities, where he was responsible for direct mutual fund sales through independent broker-dealers and financial planners in 14 states. Earlier he was president of Geodyne Securities in Houston, Texas, and held senior positions with other securities firms.  

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2020
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use