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Thursday, March 25, 2010

A Delaware Wholesaler Moves On

Reported by Armie Margaret Lee

Christopher Kulick has moved on from his role as a defined contribution investment-only wholesaler at Delaware Investments. Kulick joined CapTrust Financial Advisors last week as a financial advisor focusing on corporate retirement plans.

A Delaware representative was not immediately able to comment on how Kulick's duties are being handled.

Kulick started at CapTrust on March 15 and reports to Rick Shoff, managing director of advisor support, according to CapTrust senior director of marketing Patricia Picquet. Kulick is based out of CapTrust's Philadelphia office.

CapTrust has a total of 42 advisors dedicated to corporate retirement plans.

Prior to joining CapTrust, Kulick spent nearly six years at Delaware Investments. His departure from the asset manager this month comes on the heels of the January close of Macquarie Group's acquisition of Delaware from Lincoln Financial.

Earlier, Kulick did 401(k) sales at Putnam Investments for two-and-a-half years. 

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