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Rating:Thesis Taps an Ex-OppFunds Exec for its Advisory Board Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, February 17, 2011

Thesis Taps an Ex-OppFunds Exec for its Advisory Board

Reported by Armie Margaret Lee

New York-based Thesis Fund Management [see profile], which made its foray into the mutual fund business last year, has added former OppenheimerFunds executive Donna Winn to its board of advisors.

Winn's arrival raises the number of advisory board members to five, said Thesis Fund Management CEO Stephen Roseman, himself an alum of OppenheimerFunds.

"Donna brings a wealth of information about the '40 Act industry," Roseman said in an interview with The MFWire.com.

Winn retired from her post as OppenheimerFunds Private Investments president last spring. Earlier, she was senior vice president of distribution services at OppenheimerFunds.

Thesis launched its debut '40 Act product, an alternative mutual fund called Thesis Flexible Fund, in March of last year. The fund has AUM of $4 million, according to Morningstar.
Company Press Release Thesis Fund Management Adds Donna Winn to Board of Advisors

Former OppenheimerFunds Executive Brings Thirty Years of Mutual Fund and Investing Experience

NEW YORK, Feb. 17, 2011 -- Thesis Fund Management, a New York based registered investment advisor and manager of The Flexible Fund (TFLEX), today announced the addition of Donna Winn to the Firm's Board of Advisors. Ms. Winn was most recently chief executive officer and president of OppenheimerFunds Private Investments, Inc from 2001 -2010.

"Having cultivated her career at some of the most iconic financial institutions in the world, Donna is an incredible asset to Thesis Fund Management's Board of Advisors," said Stephen Roseman, chief executive officer of Thesis Fund Management. "Her experience developing business lines and building strategic relationships with advisors will prove invaluable as The Flexible Fund continues to grow."

As CEO and President of OppenheimerFunds Private Investments, Ms. Winn was responsible for the private wealth business line including the Company's 529 Plan, separately managed accounts, registered investment advisors, legacy accounts and mutual fund wraps. Previously, she was senior vice president of Distribution Services at OppenheimerFunds. In that position, Ms. Winn was responsible for marketing the firm's variable annuity, distribution services and retirement plan businesses.

"Thesis Fund Management's innovative approach to investing is a welcome addition to the personal finance landscape," said Ms. Winn. "I look forward to offering perspective and input as the firm grows and delivers hedge fund strategies to a large variety of investors."

Ms. Winn spent more than two decades with Merrill Lynch before joining OppenheimerFunds. Beginning with the company as a Financial Advisor, Ms. Winn escalated her position to first vice president, responsible for retail, small business and large market retirement programs. She also led sales efforts for the company's IRA business as Vice President and National Sales Manager for the group. During that time, she grew accounts from less than 200,000 to more than one million.

Ms. Winn is a member of the Board of Trustees for the College of Holy Cross, where she attended college and received a Bachelor of Arts in Economics. She is a spokesperson on women's financial literacy and was the recipient of the New Jersey YWCA Woman of the Year Award.

About The Flexible Fund

The Flexible Fund is managed by Thesis Fund Management, a New York-based registered investment advisor, which was established specifically to bring alternative strategies to mutual funds and the investing public. Utilizing a bottom-up security analysis to identify opportunities around the globe, Thesis Fund Management seeks to capitalize on those opportunities by employing a wide variety of investment techniques. The firm's nimble investment decision-making and implementation process ensures it can act quickly and decisively when carrying out its investment objectives. Investors can learn more about The Flexible Fund by visiting www.TheFlexibleFund.com.
 

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