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

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

Rating:A 7-Year Schwab Vet Joins an Alts Shop Not Rated 5.0 Email Routing List Email & Route  Print Print
Tuesday, July 12, 2022

A 7-Year Schwab Vet Joins an Alts Shop

Reported by Andrew Lusk

A new marketing leader has landed at a Colorado alternatives shop following a nearly seven-year tenure at Charles Schwab.

Kelly Briden (nee Hogerty)
Ares Wealth Management Solutions
Managing Director, Head of Marketing
Last month, Kelly Briden, managing director in asset management marketing at Schwab, left the Westlake, Texas-based financial giant and joined Denver-based Ares Wealth Management Solutions as a managing director and head of marketing. Briden led efforts for both the investment management and investor advisory wings of Schwab.

A Schwab spokesperson confirms Briden's departure. Briden started with the company in 2015.

An Ares spokesperson writes to MFWire that Briden will direct strategic marketing activities for both retail and advisor clients.

In a LinkedIn post, Briden writes, "After nearly seven years with Schwab, it's bittersweet to announce that I left the company earlier [last] month. My time at Schwab has been very important to my career."

"I had the opportunity to work with some of the smartest and most dedicated people in the industry," Briden continues. "I also got to see first-hand how Schwab's focus on client needs and client-centric innovation can impact the whole industry. Thank you to my friends, mentors and colleagues for an amazing experience."

She adds, "I am happy to announce that I have joined Ares Wealth Management Solutions as Head of Marketing. I'm very excited about the opportunity to join a great team and have the chance to work for another client-centric company, focused on offering advisors and their clients innovative solutions in Alternative Investments."

Prior to joining both Ares and Schwab, Briden was a managing director in marketing for Russell Investments from 2011 to 2015. She earlier served as a marketing director for Russell between 2006 and 2010, but from 2010 to 2011, left the firm to join Morningstar as a marketing director. Earlier, Briden was a marketing manager for Janus. She is an alumna of the University of Notre Dame and the Joseph Korbel School of International Studies at the University of Denver. 

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

5.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q4Q3Q2Q1
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. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  2. WE South - How to Trade an ETF, October 14
  3. 2025 MMI Annual Conference, Oct 15-17
  4. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  5. Nicsa webinar - Board Considerations: Fiduciary Duties and Decision-Making In ETF Dual Share Adoption, October 15
  6. IMEA webinar - Rethinking Audience, Access, and Impact In Advisor-Facing Content, October 16
  7. WealthManagement.com webinar - Exploring the Longevity of the Manulife John Hancock/Boston Partners Collaboration, October 16
  8. WE Philadelphia - Fall Networking Happy Hour, October 16
  9. MFDF webinar - From Awareness to Assets: Why Marketing Matters for Registered Funds, October 21
  10. Nicsa webinar - ETF Dual Share Classes: Preparing For Operational Success, October 22
  11. Citywire Pro Buyer Los Angeles Retreat 2025, Oct 22-23
  12. MFDF webinar - Latest in Closed-End Funds Litigations, October 23
  13. Samfund Soiree Manhattan 2025, October 23
  14. Tiburon CEO Summit XLIX, Oct 27-29
  15. IDC Fund Directors Conference, Oct 27-29
  16. IMEA Leadership Planning Meeting, October 28
  17. IMEA Leadership Summit, Oct 28-29
  18. IMEA Rising Star luncheon, October 28
  19. IMEA Boutique Managers luncheon, October 28
  20. IMEA Philanthropic Day, October 28
  21. 2025 Sohn San Francisco Investment Conference, October 28
  22. Nicsa ALFI webinar - The Proposed New Luxembourg Carried Interest Regime: Elixir of Life for Luxembourg Investment Funds?, October 29
  23. Schwab Impact 2025, Nov 2-4
  24. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  25. MFDF In Focus webinar - Audit Committee Chair, November 5
  26. IMEA Digital Marketing Roundtable, November 5




©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