Schroders today announced changes to its distribution team, as part of the firm’s continued strategy to enhance its North American distribution platform. As part of these changes, Marni Harp has been promoted to Head of Institutional Consultant Relations for the U.S. and Scott Garrett has joined the firm as an Institutional Sales Director, focused on Taft-Hartley.
Marni brings over two decades of experience in the investment industry and will be responsible for overseeing the firm’s relationships with local and global investment consultants and their institutional clients. She joined Schroders in August 2016 to lead coverage of investment consulting firms in the Western Region. Since joining, Marni has built strong internal partnerships which have translated into successful mandates, a higher profile with consultants, and a strong pipeline of opportunities. Marni is based in Los Angeles, Calif. and will report directly to Marc Brookman, Deputy CEO of North America.
Scott Garrett, CFA has joined the firm as an Institutional Sales Director responsible for new business development and relationship management for Taft-Hartley clients in the U.S. He joins from Systematic Financial Management, where he was a Senior Vice President and was responsible for developing and maintaining client relationships with Taft-Hartley, public funds, foundations and endowments and corporate plans. Scott will be based in Southern California and will report to Rock Wilkinson, Head of US Institutional Sales.
Marc Brookman, Deputy CEO, North America, Schroders, commented:
“We are committed to growth in North America, and ensuring we have the right team in place is a core component to that strategy. I am pleased to expand Marni’s role as she has demonstrated great strength in developing and maintaining relationships with institutional clients and building our consultant advocacy. Scott Garrett is a welcome addition to the team and will further our commitment to strengthening our relationships with Taft-Hartley clients.”
These changes build on last month’s announcement of expanding the firm’s U.S. distribution team to advance its North American growth strategy. In February, Schroders announced the hiring of Joel Schiffman as Head of U.S. Defined Contribution and Insurance Sales, as well as the promotion of Tiffani Potesta to Head of Distribution Strategy in North America.
Ends
For further information, please contact:
Katherine Segura of Prosek Partners at 646-818-9266, ksegura@prosek.com
Jennifer Manser O’Rourke of Schroders at 212-632-2947, jennifer.manser@schroders.com
Note to Editors
Past performance is not a guide to future performance. The value of investments and the income from them can go down as well as up and investors may not get back the amount originally invested. Exchange rate changes may cause the value of overseas investments to rise or fall.
For trade press only. To view the latest press releases from Schroders visit: http://ir.schroders.com/media
Schroders plc
As a global investment manager, we help institutions, intermediaries and individuals meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients.
Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £421.4 billion (€469.5 billion/$536.7 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 5,000 people across six continents who focus on doing just this.
We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over 210 years and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests.
Further information about Schroders can be found at www.schroders.com/us.
Schroder Investment Management North America Inc. (“SIMNA”) is an indirect wholly owned subsidiary of Schroders plc, a UK public company with shares listed on the London Stock Exchange, and is an SEC registered investment adviser providing asset management products and services to clients in the US and Canada. Schroder Fund Advisors LLC (“SFA”) is a wholly-owned subsidiary of SIMNA Inc. and is registered as a limited purpose broker-dealer with FINRA and markets certain investment vehicles for which SIMNA Inc. is an investment adviser. The Schroder mutual funds (the “Funds”) are distributed by SEI Investments Distribution Co (“SIDCO”), a member of FINRA. SFA previously served as the distributor of the Funds. Although SFA has been replaced by SIDCO as the distributor of the Funds, SFA continues to be involved in the distribution of shares of the Funds through an agreement with SIDCO, and SFA, SIMNA and their affiliates continue to provide shareholder services to the Funds. SIDCO is not an affiliate of Schroders plc.
*as of December 31, 2018
The views and opinions contained herein are those of Schroders' investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.'s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.