MutualFundWire.com: An ETF Strategist Finds an Intermediary Sales Chief Within
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Thursday, December 31, 2015

An ETF Strategist Finds an Intermediary Sales Chief Within


The quantitative, ETF strategist arm of three-part mutual fund boutique has a new sales chief to work with both FAs and home offices.

Jeff Montgomery, CEO of AFAM Capital [profile], confirms the promotion of Dion Travagliante to national sales director for AFAM's Innealta Capital. Watch for Montgomery to further expand Innealta's distribution team down the line.

Jeff Montgomery
 AFAM Capital
Chairman, Chief Executive Officer
Travagliante had served as an external wholesaler for Innealta. Eric Hare — senior vice president, chief operating officer, and general manager of AFAM's private client divison — confirms that Travagliante changed positions in mid-December and now reports directly to Montgomery. Travagliante, Hare says, succeeds business development senior vice president Scott Silverman, who left Innealta this fall.

Travagliante now oversees Innealta's intermediary distribution via a two-person hybrid and internal sales team and with the support of a third-party marketing firm, Sean Ritchlin's Rock Harbor. Travagliante's new role, Hare says, is "kind of an all-encapsulating deal."

Dion Travagliante
 Innealta Capital
Vice President, National Sales Director
"We're excited about what he can do," Hare says, calling Travagliante a "high-capacity individual" with a "really strong work ethic."

"Dion has the expertise, leadership and drive we need to expand our reach," Montgomery states. "Dion has played a critical role in our growth since joining the firm in 2013."

Looking ahead, Montgomery may further expand Innealta's sales team, but not just yet.

"We're always open to adding to our team," Hare says.

Eric Hare
 Innealta Capital
Senior Vice President, Chief Operating Officer
As for Travagliante, he's an alumnus of Boston University. Prior to joining Innealta two years ago, he spent six years at FactSet.

Silverman is an alumnus of the University of Arizona. He worked at MDT Advisers and William Blair before joining Innealta in 2009.


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