He also served on the Board of Directors for both the Insurance Federation of Minnesota and the Consumer Credit Insurance Association, a national trade association. He negotiated industry leading product economics for the firm with a strategy of prosperous results for high quality product firms through powerful distribution by Ameriprise's 10,000+ advisors.įrank served on the Board of Directors of American Enterprise Investment Services, Inc., Ameriprise’s clearing broker-dealer, on the Board of Directors for the Institute for Portfolio Alternatives (IPA), the trade association for the portfolio diversifying investments industry, and served as Chairman of the IPA. The firm’s third-party product offering grew from a small product set to doing business with over 250 high quality product firms across seventeen product lines. He added a large number of high-quality investment solutions to help Ameriprise advisors meet their clients' needs, gather assets, attract and retain clients, and attract advisors. from the University of Pennsylvania.įrank McCarthy is an accomplished financial services executive experienced in product distribution, product firm relationship management, effective contract negotiations, driving strong P&L results, and compliance and regulatory matters.įrank served as Senior Vice president & General Manager External Products at Ameriprise Financial Services where he built a large multi-product, multi-asset class platform of third party (non-proprietary) products, substantially improving the product offering for Ameriprise's advisors and clients. from Boston University School of Law and a B.A. He also serves on the Board of Overseers of Scripps Research, the world's largest independent non-profit biomedical research facility, and on the advisory boards of the Institute for Global Sustainability and the Impact Measurement and Allocation Program. Nate is a Trustee of Boston University where he serves on the Executive Committee and the Investment Committee for its Endowment. In addition to other responsibilities, while at AMG he led the creation and growth of their cross-Affiliate global institutional and retail distribution platforms. Over his more than 25 years at AMG he held a range of executive positions, including General Counsel, Chief Operating Officer, President and Chief Executive Officer. Previously, he was a co-founder and the former President and CEO of Affiliated Managers Group, Inc. Nate Dalton is the Founder of Daybreak Investments and the Co-Founder and CEO of Sora Union. Paul also launched the Greystone Consulting Group at Morgan Stanley, a widely recognized leader in Institutional Consulting. A decade later that business annually delivers revenue more than five times the value of the purchase. He also negotiated the purchase of Legg Mason’s UMA business. While in that capacity, Paul led the development of Smith Barney Advisor which raised over $20B in its first 18 months. From there, Paul was made the Head of all Products and Services, which included the advisory industry’s leading platform. Along the way, Paul continued to rise through the organization, holding and mastering virtually every field management role and eventually becoming National Sales Manager. Following his service, Paul joined EF Hutton as a financial advisor and began a 25+ year career at the firm that would morph to become Shearson Lehman Hutton, Smith Barney, and eventually Morgan Stanley Wealth Management. He served aboard the USS Coontz for three years and spent the remainder of his time in the Navy as a Political Military analyst responsible for briefing the President, Vice President, and various other senior legislators on the situation in the Middle East. Paul began his career as an officer in the US Navy, after having graduated from the US Naval Academy in Annapolis. Paul Hatch is the Founding Partner at Covergency Partners.
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