(MENAFN- Peaks Strategies) BERNARDSVILLE, NJ, SEPTEMBER, 13, 2021 — FLX Distribution – the Resource and Asset Management Platform (RAMP) revolutionizing the distribution experience among asset managers, wealth management firms, and financial advisors – today announced the expansion of its client services professionals, meeting demands of business growth.
“As we welcome new partners to the FLX platform, we continue to invest in top-notch talent and resources to deliver our premium services and products,” said Brian Moran, FLX Founder and Chief Executive Officer. “We’re honored to welcome these five newest members to the FLX family.”
In less than two years since its founding in December 2019, FLX Distribution has grown to more than 40 employees, nearly 300 Members (corporate and individual), over 30 Solutions Providers, and is in partnership with almost 40 Asset Managers representing nearly $86 billion in combined AUM. A scalable, flexible solution that provides access to distribution professionals, intellectual capital, business services, and solutions on its tech-enabled platform, FLX has firmly established itself as the “consultant to the advisor.”
Newest FLX Team Members
Andrew Lakind, CFA, is an Advisor Consulting Director, ETF Specialist representing FLX in the Western U.S. Andrew brings over 25 years’ investment management experience to FLX having held previous roles at PIMCO, Pacer ETFs, and Richard Bernstein Advisors. Andrew holds the Chartered Financial Analyst® designation, an MBA in Finance from the Simon Business School at the University of Rochester, and a B.S. in Economics from Michigan State University. He is a member of CFA Institute and the CFA Society Orange County.
Justin Garrett joins FLX as an Advisor Consulting Director with over 16 years of financial services experience. Prior to joining the firm, Justin served as Regional Vice President of Ivy Investments where his responsibilities included business development across multiple asset classes and platforms at both wirehouse and independent retail broker dealers in Wisconsin and Southern California. Justin earned a B.S in Social Studies Education from Pittsburg State University and a law degree from the University of Kansas.
Joining as a Platform Relationship Director, James Ramirez will primarily cover custodial RIA platforms. James brings nearly 12 years of strategic account experience to FLX having most recently served as Director, National Accounts for Emles Advisors, a New York-based asset manager. Previously, he held similar positions at Northern Trust Asset Management and Nuveen. James is based in New York City and holds a B.A. from Adelphi University and is a Certified Investment Management Analyst (CIMA). He holds FINRA Series 6,7, 63 and 65 licenses.
Nick Carnovale joins FLX as Associate, Sales Enablement. Prior to joining FLX, Nick served as a National Account Executive for New Tradition Media, the largest private Out-of-Home Adverting vendor in the country, managing premium accounts as well as generating new revenue for the company. Nick is based in New York City and graduated with honors from Stevens Institute of Technology with a B.S. in Business and Technology.
Prior to joining the firm as a Business Analyst, Zach Shaffer interned with FLX during his senior year at Temple University, where he graduated summa cum laude with a B.B.A. in Finance and Financial Planning. He also has experience with Bryn Mawr Trust and as a Lead Analyst for Temple’s student-managed investment fund.
About FLX Distribution
Launched in December 2019, FLX Distribution is revolutionizing the distribution experience among asset managers, wealth managers, and advisors. We provide a technology platform – known as a Resource and Asset Management Platform (RAMP) – that delivers unmatched scale, flexibility, and access to a modular and on-demand experience.
The FLX Distribution technology platform simultaneously empowers asset managers and distribution professionals to drive results and retain optionality. Powered by a combination of proprietary tech developments, and a stack of leading software providers, we have created a seamless exchange providing access to media resources, distribution solutions, corporate strategy, and business services.
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