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Rating:Asset Manager Appoints Five Distribution Folk Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, June 26, 2013

Asset Manager Appoints Five Distribution Folk

Reported by Tommy Fernandez

Three months after announcing its sweeping re-organization of its sales staff, Hartford Funds [profile] has hired five new executives for its sales and distribution efforts.

The firm named Brian Garrette and Michael Tobin divisional sales managers, overseeing the mutual fund company’s south and west regions, respectively. In their new roles, Garrette and Tobin are responsible for managing sales staff in their geography, including hiring, coaching, training and mentoring advisor consultants, as well as optimizing sales results and representing Hartford Funds at regional events. They both report to Jeff Reiss, head of retail sales.

Garrette was promoted from his previous position as advisor consultant, while Tobin was hired from LPL Financial.

Moreover, Hartford named three advisor consultants, who will be responsible for driving regional sales efforts and serving as a resource for financial advisors on Hartford Funds’ products and strategies. The appointments are James Sargent for the Texas region; Richard Benn for the New Jersey/New York region and Nathan Fair for the Wisconsin region.

Benn joined Hartford after serving as a regional vice president for Northern New Jersey and New York at RS Investments, while Fair has previously rested as a regional vice president for Pioneer Investments. Sargent previously served as vice president at Managers Investment Group, where, among other things, he handled business development within the wire house and broker dealer channels in Texas and Oklahoma.

Here are the press releases:
Company Press

Hartford Funds Strengthens Regional Sales Network with the Promotion of Brian Garrette and Hire of Michael Tobin as Divisional Sales Managers



? Radnor, Penn. – June 26, 2013 – Hartford Funds named Brian Garrette and Michael Tobin divisional sales managers, overseeing the mutual fund company’s south and west regions, respectively. In their new roles, Garrette and Tobin are responsible for managing sales staff in their geography, including hiring, coaching, training and mentoring advisor consultants, as well as optimizing sales results and representing Hartford Funds at regional events. They both report to Jeff Reiss, head of retail sales.

  “Brian’s and Michael’s extensive sales experience in the mutual fund space is a valuable asset to Hartford Funds,” said Jeff Reiss, head of retail sales at Hartford Funds. “The appointment of these two industry veterans into the divisional sales manager role is a reflection of Hartford Funds’ commitment to supporting distributors as we drive business growth.” 

??Following his success of growing the South Florida region, Garrette was promoted from his previous position at Hartford Funds as advisor consultant, where he was responsible for financial sales performance and territory management in the wire house channel. He joined The Hartford in 2004. Prior to that, he spent nearly 15 years in business development at independent broker dealer Investor Capital Corporation, earning the title of firm principal. Garette is based in Boca Raton, FL.

  Tobin brings nearly 25 years of mutual fund experience to Hartford Funds. He joins us from LPL Financial Services, where he served as the senior vice president, national sales manager, responsible for sales and marketing of advisory platforms. Prior to that, he served in various sales and distribution roles culminating to the position of western divisional sales director at Invesco Distributors, previously Morgan Stanley Investment Management. Tobin joined Invesco Distributors after six years with AllianceBernstein Investments where was the senior vice president, eastern divisional sales manager and oversaw the sales management and training for the region. Tobin is based in San Diego, CA.

??Hartford Funds offers a broad range of actively managed strategies designed to provide solutions for a variety of investment needs. Established in 1996, Hartford Funds has $91.4 billion in assets under management as of March 31, 2013. For more information about the fund family, visit www.hartfordfunds.com.

About The Hartford

??With more than 200 years of expertise, The Hartford (NYSE: HIG) is a leader in property and casualty insurance, group benefits and mutual funds. The company is widely recognized for its service excellence, sustainability practices, trust and integrity. More information on the company and its financial performance is available atwww.thehartford.com. All investments are subject to risk, including the possible loss of principal.

You should carefully consider investment objectives, risks, charges, and expenses of Hartford Funds before investing. This and other information can be found in the Fund’s prospectus or summary prospectus, which can be obtained from your investment representative or by calling 888-843-7824. Please read them carefully before you invest or send money.

Hartford Funds are underwritten and distributed by Hartford Funds Distributors, LLC.

“The Hartford” is The Financial Services Group Inc. and its subsidiaries.

HIG-W

Some of the statements in this release may be considered forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. We caution investors that these forward-looking statements are not guarantees of future performance, and actual results may differ materially. Investors should consider the important risks and uncertainties that may cause actual results to differ. These important risks and uncertainties include those discussed in our Quarterly Reports on Form 10-Q, our 2012 Annual Report on Form 10-K and the other filings we make with the Securities and Exchange Commission. We assume no obligation to update this release, which speaks as of the date issued.

MF1181_0613  114397
Company Press

Hartford Funds Grows Regional Sales Capabilities with the Addition of Advisor Consultants in New York, Texas and Wisconsin

 

Radnor, Penn. – June 26, 2013 – Hartford Funds appointed three new advisor consultants to support the mutual fund company’s regional growth. Richard M. Benn, Nathan J. Fair and James “Mike” Sargent, Jr. will serve as advisor consultants in New York and New Jersey, Wisconsin and Texas, respectively. In this role, they will be responsible for driving regional sales efforts and serving as a resource for financial advisors on Hartford Funds’ products and strategies. Benn is reporting to Andrew Shaw, Divisional Vice President for the Northeast Region, and Fair and Sargent are reporting to Kirt Jones, Divisional Vice President for the Central Region.

  “As our investment strategies continue to gain momentum among retail investors, Richard, Nathan, and Mike will be instrumental in providing advisors the support they need to deliver results for their clients,” said Jeff Reiss, head of retail sales “Each of these men bring strong experience in business development and advisor relations to the Hartford Funds team.”

  Benn joins Hartford Funds after nearly seven years with RS Investments. In his most recent role, he served as regional vice president in Northern New Jersey and New York, where he was responsible for supporting advisor needs, particularly at wire houses in the region. Benn joined RS Investments as a senior internal wholesaler from Guardian Investor Services, where he served as an internal wholesaler. Prior to that Benn spent most of his career as a trader. He is based in Florham Park, NJ.

  Prior to joining Hartford Funds, Fair was regional vice president of national sales for Pioneer Investments. In that role, he was responsible for the territory’s strategic sales plan and working with wire house, independent and regional broker dealer financial advisors. Fair joined Pioneer following six years with Natixis Global Associates, where he served as senior regional director and was responsible for growing sales as a wholesaler in Wisconsin and Iowa. Prior to Natixis Global Associates, Fair was a senior regional sales representative for Guardian Investor Services and spent three years as a personal financial advisor for American Express Financial Services. He is based in Hartland, WI.

  Sargent brings more than 22 years of financial services experience to Hartford Funds, including his most recent role as vice president of Managers Investment Group. In that role, his responsibilities included business development within the wire house and broker dealer channels in Texas and Oklahoma. Sargent was previously at Capital Institutional Services, Inc., where he served as vice president of the institutional investment group. He joined Capital Institutions Services after 10 years with American Beacon Advisors, where he served as vice president, responsible for business development for the American Beacon mutual funds and the American Private Equity Partners Limited Partnership. Sargent is based in Dallas, TX.

  Hartford Funds offers a broad range of actively managed strategies designed to provide solutions for a variety of investment needs. Established in 1996, Hartford Funds has $91.4 billion in assets under management as of March 31, 2013. For more information about the fund family, visit www.hartfordfunds.com.

About The Hartford

??With more than 200 years of expertise, The Hartford (NYSE: HIG) is a leader in property and casualty insurance, group benefits and mutual funds. The company is widely recognized for its service excellence, sustainability practices, trust and integrity. More information on the company and its financial performance is available atwww.thehartford.com. All investments are subject to risk, including the possible loss of principal.

You should carefully consider investment objectives, risks, charges, and expenses of Hartford Funds before investing. This and other information can be found in the Fund’s prospectus or summary prospectus, which can be obtained from your investment representative or by calling 888-843-7824. Please read them carefully before you invest or send money.

Hartford Funds are underwritten and distributed by Hartford Funds Distributors, LLC.

“The Hartford” is The Financial Services Group Inc. and its subsidiaries.

HIG-W

Some of the statements in this release may be considered forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. We caution investors that these forward-looking statements are not guarantees of future performance, and actual results may differ materially. Investors should consider the important risks and uncertainties that may cause actual results to differ. These important risks and uncertainties include those discussed in our Quarterly Reports on Form 10-Q, our 2012 Annual Report on Form 10-K and the other filings we make with the Securities and Exchange Commission. We assume no obligation to update this release, which speaks as of the date issued.

MF1180_0613  114395  
 

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