Gordon will be responsible for sales and asset retention in North Square’s newly formed Southwest region, partnering with financial intermediaries including broker-dealers, RIAs, banks, retirement plan providers and consultants, and private wealth managers. Callahan Gordon Houston, Texas.
“Gordon brings many years of experience and connections to North Square.” Callahan “He began his career in operations before moving into sales, working for several highly respected asset management firms. We are excited to have Gordon join our firm and expand our outreach into these important channels. He will be a great resource for our partners.” Callahan Added.
Gordon most recently served as Vice President and Advisor Consultant at Manning & Napier, where he was responsible for wholesaling mutual funds to financial advisors at major brokerages, banks, RIAs and other service providers around the world. Texas, Oklahoma, Mississippi, Arkansasand Louisiana.
Previously, he was Regional Marketing Director for Natixis Investment Managers and prior to that held similar roles at Pioneer Investments and Planco. Gordon began his career in the investment management industry with AIM Investments and held a number of positions of increasing responsibility during his 14 years with the company.
Gordon said, University of North Texas He holds FINRA Series 6, 7, 26, 63 and 65 licenses.
NorthSquare is committed to sourcing, vetting and delivering institutional-grade, quality active investment managers to its financial intermediation partners, including broker-dealers, wealth management advisors, RIAs, family offices, retirement plans and private banks. NorthSquare believes it provides value to its investment partners by providing support services and access to distribution, and by helping its distribution partners seek out high quality, alpha-generating active investment strategies to better construct risk-adjusted portfolios for their clients. NorthSquare’s multi-boutique platform includes ownership interests in mutual funds families and distinctly branded firms, C.S. Mackey and Oak Ridge Investments, with approximately $10 billion in total assets under management and advice. $12.26 billion (the current March 31, 2024).
About North Square
Founded in 2018, headquartered in Chicago, IllinoisNorth Square Investments is an independent, multi-boutique investment firm dedicated to delivering differentiated active investment strategies to the market. With an experienced senior management team, a board of directors comprised of highly respected industry veterans, and the backing of Estancia Capital Partners, North Square is a leader in aggregating high-quality, alpha-generating active strategies that help its financial intermediation partners build superior risk-adjusted portfolios for the benefit of their clients. To learn more about North Square Investments, visit northsquareinvest.com.
Media Contact
Martin GhosnNorth Square Investments, (312) 857-2167, [email protected]https://northsquareinvest.com/
Source: North Square Investments
