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Rating:Forward Taps Montgomery Securities Not Rated 3.0 Email Routing List Email & Route  Print Print
Tuesday, May 29, 2001

Forward Taps Montgomery Securities

Reported by Tamiko Toland

Forward Funds has hired Julie Cooling as regional director of the Southeast district, based in Florida. Cooling comes from NationsBanc Montgomery Securities, a Bank of America subsidiary.

Cooling reports to J. Alan Reid, newly-appointed president and ceo of Forward Funds, and will likely share Hansberger Global Investors' Fort Lauderdale, Florida offices.

"We want people to have a broader background than wholesaling," said Reid, explaining that the firm often reaches outside of the realm of traditional wholesaling to fill its ranks.

Forward also has an opening for a wholesaler in its San Fransisco home office. 

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