ConvergEx appoints Brian Elliott SVP, plan sponsor sales

Source: ConvergEx Group

ConvergEx Group, a leading provider of investment technologies and execution solutions to institutional clients worldwide, today announced that Brian Elliott has joined the firm as a senior vice president in Plan Sponsor Sales.

In his new role, Mr. Elliott is located in Los Angeles and is responsible for sales and business development for ConvergEx's transition management and commission recapture services throughout the West Coast.

Mr. Elliott has over 18 years of experience. Previously, he was with Kayne Anderson Rudnick, where he served as chief marketing officer, senior portfolio advisor and senior vice president of Institutional Account Management. Prior to that, he spent time at Alliance Bernstein and Nicholas Applegate Capital Management.

Commenting on the appointment, Frederick J. Bailey, global head of Plan Sponsor Sales at ConvergEx, said, "We are delighted to announce this new role for Brian. He brings with him considerable talent, deep relationships and a wealth of industry knowledge that will be a key asset as we continue to expand our market share across this important client region."

With a dedicated team of professionals worldwide, ConvergEx is a global leader in transition management and commission recapture services. Its programs service over 2,000 client funds whose assets under management total more than $3 trillion. Clients include annuities, pension plans, pension schemes, endowments and mutual funds.


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