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

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

Rating:Delaware's Sales Team Expands Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 25, 2012

Delaware's Sales Team Expands

Reported by Chris Cumming

Delaware Investments [profile] has announced that it's expanding its distribution team with new hires and added a new distribution territory.

Bryce Bulman has signed on as a regional director for the firms's new Chicago territory, representing mutual funds and managed accounts, and reporting to . A Delaware Investments spokesperson told MFWire that this brings the firm up to twenty-nine distribution territories. Bulman is leaving Allianz, where he worked with retail managed accounts and mutual funds.

Delaware also added five internal consultants to its distro team, who'll work out of the firm's main offices in Philadelphia: Christian Fano, who was hired from BlackRock; Todd Ivison, most recently from Merrill Lynch; Michael McDonald, from Janney Montgomery Scott; Diego Sarmiento, formerly of MetLife; and Ross Rutman, from Merrill Lynch.

On the investments side, Delaware also hired Daniel Ko as a senior equity analyst for the emerging markets team.

The press release follows.

Delaware Investments Leverages Momentum, Adding Staff across Investment and Distribution Teams

PHILADELPHIA--(BUSINESS WIRE)--Capitalizing on sales strength throughout 2012, Delaware Investments adds senior equity analyst Daniel Ko, regional director Bryce Bulman, and five new internal consultants.

Investments

Daniel Ko joins the firm’s Emerging Markets equities team as a senior equity analyst, reporting to Liu-Er Chen, chief investment officer for emerging markets and healthcare. Ko comes to Delaware Investments from Putnam Investments, where he had been a research analyst since 2009. Prior to that, he developed global currency and commodity strategies at JPMorgan Chase.

Ko started with Delaware Investments on June 6, 2012.

Distribution

In distribution, Bryce Bulman joins Delaware Investments as regional director supporting Chicago, a newly created territory for the firm, where he represents Delaware Investments®mutual funds and managed accounts. Bulman joins Delaware Investments from Allianz Global Investors, where he helped grow that firm’s retail managed account and mutual fund business.

“We are thrilled to have Bryce on the team,” said Brett Wright, western division manager, Delaware Investments. “He brings extensive experience in the retail managed account and mutual fund business, and has shown dynamic ability to aid growth.”

Further expanding its solid distribution channel, Delaware Investments recently added five new internal consultants. Christian Faino comes to the firm from BlackRock Investments, where he worked as an internal advisor consultant, with expertise in a broad spectrum of investment products. Todd Ivison most recently worked at Merrill Lynch as a premier financial services advisor. Michael McDonald joins the firm from Janney Montgomery Scott, where he was a managed account consultant. Diego Sarmiento was previously an internal sales specialist for MetLife, and Ross Rutman comes to the firm from Merrill Lynch, where he was a financial solutions advisor.

Bulman, Ivison, McDonald, and Sarmiento started with the firm on June 4, 2012. Rutman started on June 12, and Faino started on June 13.

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 $170 billion in assets under management as of March 31, 2012, has helped its clients move steadily forward for more than 80 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 $339 billion in assets under management as of March 31, 2012.

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 Investments.
On Fri, Jun 22, 2012 at 2:43 PM, Chris Cumming wrote: Delaware Investments Expands Distro and Adds a Territory The firm has new regional director for Chicago and five new consultants [announced that it's expanding its distribution team with new hires and added a new distribution territory.

Bryce Bulman has signed on as a regional director for the firms's new Chicago territory, representing mutual funds and managed accounts. He's moving over from Allianz Global Investors.

Delaware also added five internal consultants for its distro team: Christian Fano, who was hired from BlackRock; Todd Ivison, most recently from Merrill Lynch; Michael McDonald, from Janney Montgomery Scott; Diego Sarmiento, formerly of MetLife; and Ross Rutman, from Merrill Lynch.

On the investments side, Delaware hired Daniel Ko as a senior equity analyst for the emerging markets team.

The press release follows.

Delaware Investments Leverages Momentum, Adding Staff across Investment and Distribution Teams

PHILADELPHIA--(BUSINESS WIRE)--Capitalizing on sales strength throughout 2012, Delaware Investments adds senior equity analyst Daniel Ko, regional director Bryce Bulman, and five new internal consultants.

Investments

Daniel Ko joins the firm’s Emerging Markets equities team as a senior equity analyst, reporting to Liu-Er Chen, chief investment officer for emerging markets and healthcare. Ko comes to Delaware Investments from Putnam Investments, where he had been a research analyst since 2009. Prior to that, he developed global currency and commodity strategies at JPMorgan Chase.

Ko started with Delaware Investments on June 6, 2012.

Distribution

In distribution, Bryce Bulman joins Delaware Investments as regional director supporting Chicago, a newly created territory for the firm, where he represents Delaware Investments®mutual funds and managed accounts. Bulman joins Delaware Investments from Allianz Global Investors, where he helped grow that firm’s retail managed account and mutual fund business.

“We are thrilled to have Bryce on the team,” said Brett Wright, western division manager, Delaware Investments. “He brings extensive experience in the retail managed account and mutual fund business, and has shown dynamic ability to aid growth.”

Further expanding its solid distribution channel, Delaware Investments recently added five new internal consultants. Christian Faino comes to the firm from BlackRock Investments, where he worked as an internal advisor consultant, with expertise in a broad spectrum of investment products. Todd Ivison most recently worked at Merrill Lynch as a premier financial services advisor. Michael McDonald joins the firm from Janney Montgomery Scott, where he was a managed account consultant. Diego Sarmiento was previously an internal sales specialist for MetLife, and Ross Rutman comes to the firm from Merrill Lynch, where he was a financial solutions advisor.

Bulman, Ivison, McDonald, and Sarmiento started with the firm on June 4, 2012. Rutman started on June 12, and Faino started on June 13.

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 $170 billion in assets under management as of March 31, 2012, has helped its clients move steadily forward for more than 80 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 $339 billion in assets under management as of March 31, 2012.

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 Investments.
 

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

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
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:
Raw XML
Add to My Yahoo!
follow us in feedly


    Sorry, no records in the database matched your search parameters. Clich back and try again.



  1. Nicsa webinar - New research by Alex Edmans and the Diversity Project - The Power of diverse thinking: How the best teams make decisions, July 1
  2. MFDF Director Discussion Series - Open Forum, July 9
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use