Callodine Group Appoints John Phillips as Senior Advisor Callodine Group (“Callodine”) is excited to announce the appointment of John Phillips as Senior Advisor to the firm.?John will be working with Callodine as part of the firm’s strategic initiative to grow the Wealth Management division of Manning & Napier, as well as aiding the distribution efforts of Callodine’s alternative investment strategies into the intermediary and high net worth channels. Prior to joining Callodine, John served as Executive Vice President and Head of Platform Sales for Fidelity Institutional, a division of Fidelity Investments. In this capacity, he played a pivotal role in leading strategy and growth for Fidelity’s clearing, custody, and wealth management businesses that service RIA’s, Family Offices, and Broker Dealers. In his role at Callodine, John will report to founder and CEO, James Morrow, and will leverage his 30 years of experience working with wealth management firms to advise on Callodine’s strategy within this important and growing segment of the market.
关于我们
Callodine Group is a holding company that, through its asset management subsidiaries, targets attractively valued yield opportunities across the capital markets landscape. The Company’s asset management subsidiaries have the ability to invest throughout the capital structure and pursue income-oriented investments that have the potential to provide equity-like total returns. The Callodine platform manages investment strategies within both public equities and private credit on behalf of its institutional investor clients.
- 网站
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https://www.callodine.com
Callodine Group 的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Boston，MA
- 类型
- 私人持股
- 创立
- 2020
地点
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主要
获取路线
Two International Place
Suite 1830
US，MA，Boston，02210